FSCM Business Partner Settings- By Rakesh SAP ECC 6.0 Configuration Guide FSCM Business Partner Settings Page 1 of 30 FSCM Business Partner Settings - By Rakesh Index 1. Define Business Partner Role Categories ........................................................................ 3 2. Define Business Partner Roles and Assign BP Role Categories . Error! Bookmark not defined. 3. Assign BP Roles to BP Role Category ............................. Error! Bookmark not defined. Define Number Ranges ............................................................................................................ 11 Define Groupings and Assign Number Ranges ..................................................................... 15 Address Determination - Define Transactions........................................................................ 17 Address Determination - Define Address Types .................................................................... 18 Address Determination - Assign Transaction to Address Type ............................................ 19 Set Geocoding - Process Geographical Data for Countries .. Error! Bookmark not defined. Process Geographical Data for Countries and Regions ......... Error! Bookmark not defined. Maintain Tax Number Categories ............................................. Error! Bookmark not defined. Maintain Industry Systems and Industries .............................................................................. 20 Define Number Ranges for Business Partner Relationship .................................................. 21 Synchronization Objects........................................................................................................... 22 Activate PPO Requests for Platform Objects in the Dialog ................................................... 24 Address Determination - Define Transactions........................................................................ 25 Set BP Role Category for Direction BP to Customer .............. Error! Bookmark not defined. Define BP Role for Direction Customer to BP ......................... Error! Bookmark not defined. Define Number Assignment for Direction BP to Customer ................................................... 27 Address Determination - Define Transactions......................... Error! Bookmark not defined. Activate Assignment of Contact Persons................................................................................ 28 Assign Industries....................................................................................................................... 29 Synchronization of Mass Data .................................................. Error! Bookmark not defined. Page 2 of 30 FSCM Business Partner Settings - By Rakesh 1. Define BP Roles Transaction Code: IMG Menu Path: SPRO Cross-Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles In this IMG activity you define the Business Partner roles and their attributes. You also define the role categories with other relevant data. The required roles for FSCM are: 000000 - General Business Partner FLCU00 - Customer/Vendor Integration: FI Customer UDM000 - Business Partner for Collections Management UKM000 - Credit Management Business Partner We can use these standard roles or can create new roles by copying them Page 3 of 30 FSCM Business Partner Settings - By Rakesh a. Define BP Role Categories Double Click on the BP Role Categories Select the BP role category FLCU00 and click on the required fields as shown below details button and update the Click Save Page 4 of 30 . FSCM Business Partner Settings - By Rakesh Similarly update the required fields for the other BP role categories – UDM000 and UKM000 as shown below BP role category UDM000 Click Save BP role category UKM000 Click Save Page 5 of 30 . Assign Business Transactions to BP Role Categories Double click on the BP Role Categories Select the BP Role Category FLCU00 and Double click on the BP Role Category --> Business Transaction Click on the button and update the below transactions Click Save Page 6 of 30 .FSCM Business Partner Settings - By Rakesh b. FSCM Business Partner Settings - By Rakesh Similarly update the required fields for the other BP role categories – UDM000 and UKM000 as shown below Click Save Click Save Page 7 of 30 . FSCM Business Partner Settings - By Rakesh c. Define BP Roles and Assign BP Role Categories Double Click on the BP Roles Select the BP role 000000 and click on the as shown below details button and update the required fields Click Save Page 8 of 30 . FLCU00. UDM000 and UKM000 as shown below BP Role – FLCU00 Click Save Page 9 of 30 .FSCM Business Partner Settings - By Rakesh Similarly update the other BP Roles . FSCM Business Partner Settings - By Rakesh BP Role – UDM000 Click Save BP Role – UKM000 Click Save Page 10 of 30 . go to Financial Accounting (New) Accounts Receivable and Accounts Payable Customer Accounts Master Data Preparations for Creating Customer Master Data Create Number Ranges for Customer Accounts Similarly check the Number range assignment to the customer account group Page 11 of 30 .FSCM Business Partner Settings - By Rakesh 2. Define Number Ranges Transaction Code: IMG Menu Path: SPRO Cross-Application Components SAP Business Partner Business Partner Basic Settings Number Ranges and Groupings Define Number Ranges In this activity. Since we need to populate the same Customer Number (that is created in FI-AR) to the Business Partner. you define number ranges for business partners. we should give the same number range here as that exists in the FIAccounts Receivable module. Note – To check the existing number for the FI-AR customers. Number ranges for business partners are valid throughout a client. The defined number ranges are assigned to groupings in the Define groupings and assign number ranges activity. FSCM Business Partner Settings - By Rakesh Financial Accounting (New) Accounts Receivable and Accounts Payable Customer Accounts Master Data Preparations for Creating Customer Master Data Create Number Ranges for Customer Accounts Now use the same number range to the BP master data Page 12 of 30 . FSCM Business Partner Settings - By Rakesh Click on create interval button Click on insert interval button and update the required number range Page 13 of 30 . FSCM Business Partner Settings - By Rakesh Also update below number range Click Save Page 14 of 30 . Define Groupings and Assign Number Ranges Transaction Code: IMG Menu Path: SPRO Cross-Application Components SAP Business Partner Business Partner Basic Settings Number Ranges and Groupings Define Groupings and Assign Number Ranges Page 15 of 30 .FSCM Business Partner Settings - By Rakesh 3. FSCM Business Partner Settings - By Rakesh Click on the New Entries button and update as below Click Save Select External grouping and click Save Page 16 of 30 . Update as below Click Save Page 17 of 30 .Define Transactions Transaction Code: IMG Menu Path: SPRO Cross-Application Components SAP Business Partner Business Partner Basic Settings Address Determination Define Transactions In this activity you define transactions for address determination.FSCM Business Partner Settings - By Rakesh 4. Address Determination . Define Address Types Transaction Code: IMG Menu Path: SPRO Cross-Application Components SAP Business Partner Business Partner Basic Settings Address Determination Define Address Types In this activity.FSCM Business Partner Settings - By Rakesh 5. you maintain address types that you need for certain business transactions. The address type and the standard address type are relevant for address determination. Address Determination . Update the address type XXDEFAULT and Click Save Page 18 of 30 . Update the transaction type and assign address type Click Save Page 19 of 30 . In the case of business partners with multiple addresses. receive goods). the system must be able to determine the correct address for different transactions (such as send order.Assign Transaction to Address Type Transaction Code: IMG Menu Path: SPRO Cross-Application Components SAP Business Partner Business Partner Basic Settings Address Determination Assign Transaction to Address Type In this activity you assign predefined transactions to address types that you have created.FSCM Business Partner Settings - By Rakesh 6. meaning that you cannot change them. The transactions are part of the standard delivery. Address Determination . for the purpose of address determination. Maintain Industry Systems and Industries Transaction Code: IMG Menu Path: SPRO Cross-Application Components SAP Business Partner Business Partner Organizations Maintain Industry Systems and Industries In this activity you define industry systems and industries. to which you can assign several industries in each case. The industry system identified as the standard industry system is displayed in the dialog in the initial screen for the maintenance of industry data. You must identify one industry system as the standard industry system.FSCM Business Partner Settings - By Rakesh 7. Select the standard industry 0001 and double click on Industry Number System --> Industries Update the required industries and click Save Page 20 of 30 . You can create different industry systems. You can assign several industry systems to one business partner. Define Number Ranges for Business Partner Relationship Transaction Code: IMG Menu Path: SPRO Cross-Application Components SAP Business Partner Business Partner Relationships Basic Settings Define Number Ranges For internal administration of BP relationships and BP role definitions an internal number is required from the number range interval "01".FSCM Business Partner Settings - By Rakesh 8. Click on Insert interval button Update the 01 number range and click save Page 21 of 30 . Synchronization Objects Transaction Code: IMG Menu Path: SPRO Cross-Application Components Master Data Synchronization Synchronization Control Synchronization Control Synchronization Objects In this IMG activity you can display synchronization objects provided by by for the master data synchronization and. create your own synchronization objects. you can mainly use this IMG activity as a system administrator. However. Important detailed information would be the extractor class for the synchronization object. if the object is used as a source object within a synchronization process and the block size is used for background processing of the mass synchronization in the context of an initial synchronization. if necessary.FSCM Business Partner Settings - By Rakesh 9. to get detailed information on the synchronization objects provided by SAP. Page 22 of 30 . FSCM Business Partner Settings - By Rakesh Check if the settings were maintained as shown below: Page 23 of 30 . FSCM Business Partner Settings - By Rakesh 10. Activate PPO Requests for Platform Objects in the Dialog Transaction Code: IMG Menu Path: SPRO Cross-Application Components Master Data Synchronization Synchronization Control Synchronization Control Activate PPO Requests for Platform Objects in the Dialog Use this IMG activity to define for which platform objects a post-processing request (PPO request) is to be written in the event of a synchronization error. Select PPO active check box Click Save Page 24 of 30 . This definition is not direction-specific. meaning a request should always be written when the platform object is used either as a source or as a target object in the synchronization. Select the activation for customer BP and BP Customer options Click Save Page 25 of 30 . Activate Synchronization Option Transaction Code: IMG Menu Path: SPRO Cross-Application Components Master Data Synchronization Synchronization Control Synchronization Control Activate Synchronization Options Use this IMG activity to specify the SAP synchronization options that you want to activate.FSCM Business Partner Settings - By Rakesh 11. When you process the customer as part of customer integration the system creates a business partner with the relevant account group in the BP roles that are assigned to this account group. Click on New Entries and update Bp Role Click on Save Page 26 of 30 .FSCM Business Partner Settings - By Rakesh 12. Define BP Role for Direction Customer to BP Transaction Code: IMG Menu Path: SPRO Cross-Application Components Master Data Synchronization Customer/Vendor Integration Business Partner Settings Settings for Customer Integration Define BP Role for Direction Customer to BP In this IMG activity you assign BP roles to the account group for the customer master record in which the business partner is to be created when processing the customer. With this assignment you choose whether the customer master record is to be created with an account group with internal or external number assignment or with identical numbers. Click on New Entries and update the Number range assignment Click on Save Page 27 of 30 . Define Number Assignment for Direction Customer to BP Transaction Code: SPRO Cross-Application Components Master Data Synchronization Customer/Vendor Integration Business Partner Settings Settings for Customer Integration Field Assignment for Customer Integration Assign Keys Define Number Assignment for Direction Customer to BP IMG Menu Path: In this IMG activity you assign the groupings for the business partner to the account groups for the customer master records to ensure that when you process customers as part of customer integration the system also updates the business partner at the same time.FSCM Business Partner Settings - By Rakesh 13. FSCM Business Partner Settings - By Rakesh 14. You can synchronize the following attributes for the contact person: Department numbers Functions Authority VIP Indicator Select the activation and Click Save Page 28 of 30 . Activate Assignment of Contact Persons Transaction Code: SPRO Cross-Application Components Master Data Synchronization Customer/Vendor Integration Business Partner Settings Settings for Customer Integration Field Assignment for Customer Integration Assign Attributes Contact Person Activate Assignment of Contact Persons IMG Menu Path: In this IMG activity you can activate the assignment of contact persons. You activate assignment if both of the following statements are true: Contact person attributes are to be processed in the business partner or in the customer master record and you want to assign attributes to ensure that the contract person is synchronized as part of customer integration. Assign Industries Transaction Code: SPRO Cross-Application Components Master Data Synchronization Customer/Vendor Integration Business Partner Settings Settings for Customer Integration Field Assignment for Customer Integration Assign Attributes Contact Person Assign Industries IMG Menu Path: In this IMG activity you can assign industry keys for the customer and vendor master records to industries for the business partner (and vice versa). in order to ensure that both industry fields are updated correctly in the context of Customer/Vendor Integration. Select industry 0001 and click on Define Outgoing Industry Mapping to update outgoing industry mapping Similarly update Define Incoming Industry Mapping and Click Save Page 29 of 30 .FSCM Business Partner Settings - By Rakesh 15. You can name one industry as the standard industry for each industry system. In this IMG activity you determine how the corresponding industry in the customer/vendor master record is derived from the standard industry for the standard industry system when you process a business partner. You can store just one industry in the customer and vendor master records. In business partner processing you can store several industries from different industry systems in business partners belonging to the category Organization. You also determine from which industry in the customer/vendor master record the corresponding industry is created for the business partner. FSCM Business Partner Settings - By Rakesh Page 30 of 30 .