Preface

17

Goals of This Book

18

Target Audience

18

Structure and Content

19

Conclusion

22

1 Introduction

23

1.1 Concept of a Business Partner

23

1.2 Benefits of a Business Partner Approach

28

1.3 Business Partner in SAP S/4HANA

29

1.4 Structure of a Business Partner

30

1.4.1 Business Partner Category

31

1.4.2 Business Partner Grouping

32

1.4.3 Business Partner Role

32

1.5 Business Partner and Customer-Vendor Integration

34

1.6 Summary

36

2 Vendors

37

2.1 Customizing Vendor Account Groups

38

2.1.1 Vendor Account Groups

39

2.1.2 Number Ranges for Vendor Account Groups

41

2.2 Customizing a Business Partner

43

2.2.1 Number Ranges for Business Partners

43

2.2.2 Business Partner Role Categories

45

2.2.3 Field Attributes for a Business Partner Role Category

51

2.3 Customer-Vendor Integration

52

2.3.1 Business Partner Role Categories

53

2.3.2 Business Partner Roles

54

2.3.3 Vendor Account Groups for Business Partner Groupings

55

2.3.4 Number Range Assignments Scenarios

56

2.4 Additional Business Partner Customizations

60

2.4.1 Business Partner Types

60

2.4.2 Partner Functions in Materials Management

61

2.4.3 Vendor Subrange Functionality

62

2.5 Summary

64

3 Customers

65

3.1 Customizing Customer Account Groups

66

3.1.1 Customer Account Groups

66

3.1.2 Number Range for Customer Account Groups

70

3.2 Customizing a Business Partner

71

3.2.1 Number Ranges for Business Partners

72

3.2.2 Business Partner Role Categories

73

3.2.3 Field Attributes for Business Partner Role Category

79

3.3 Customer-Vendor Integration

80

3.3.1 Business Partner Role Categories

80

3.3.2 Business Partner Roles

82

3.3.3 Customer Account Groups for Business Partner Groupings

82

3.3.4 Number Range Assignments Scenarios

83

3.4 Additional Business Partner Customizations

88

3.4.1 Business Partner Types

88

3.4.2 Partner Functions in SAP S/4HANA Sales

89

3.5 Summary

91

4 Customizing for Customer-Vendor Integration

93

4.1 General Checks

94

4.1.1 Synchronization Direction

94

4.1.2 Connection to Post-Processing Office

95

4.1.3 Registered Function Modules

96

4.1.4 Tax Classification

97

4.1.5 Address Number Range Validity Check

98

4.1.6 Select Industry System

98

4.2 Business Partner Customer Checks

99

4.2.1 Setting for Business Partner Roles

99

4.2.2 Setting for Business Partner Groupings

101

4.2.3 Missing Legal Form to Legal Status

102

4.2.4 Missing Payment Cards

103

4.2.5 Missing Industry Keys – Outgoing

104

4.3 Contact Person

105

4.3.1 Missing Department Numbers

105

4.3.2 Missing Functions

106

4.3.3 Missing Authority

107

4.3.4 Missing VIP Indicator

108

4.3.5 Missing Marital Status

109

4.4 Business Partner Supplier Checks

111

4.4.1 Setting for Business Partner Roles

111

4.4.2 Setting for Business Partner Groupings

112

4.5 Summary

112

5 Conversion from SAP ERP to SAP S/4HANA

113

5.1 Business Partner Approach

114

5.2 Customer-Vendor Integration Implementation Approach

115

5.3 Basic Customer-Vendor Integration Customizing

117

5.4 CVI Cockpit Overview

121

5.5 Preparation

128

5.5.1 Number Ranges Evaluation

128

5.5.2 Master Data Consistency

141

5.5.3 Automated Customizing

147

5.5.4 Suppress Checks

168

5.6 Customer-Vendor Integration Load

172

5.6.1 Pre Load Activities

173

5.6.2 Real Load Activities

175

5.6.3 Synchronization Errors and Their Resolutions

190

5.6.4 Post Load Activities

206

5.7 Upgrade Preparation

206

5.8 Post-Conversion

208

5.9 Customer-Vendor Integration Reports

216

5.9.1 Report CVI_FS_CHECK_CUSTOMIZING

216

5.9.2 Report CVI_UPGRADE_CHECK_RESOLVE

218

5.9.3 Report PRECHECK_UPGRADATION_REPORT

220

5.10 Additional Tips and Tricks

222

5.10.1 Field Modifications of Business Partners in SAP S/4HANA

222

5.10.2 Impact on Custom Code

223

5.10.3 Archiving Customer/Vendor Data with the Deletion Flag

224

5.10.4 Contact Person mapping

224

5.10.5 Check and Integrate Customer/Vendor Enhancements

224

5.10.6 Deleting Business Partners

225

5.10.7 Authorizations

225

5.10.8 Data Migration

226

5.10.9 Linking a Customer and a Vendor to a Single Business Partner

227

5.10.10 SEPA Mandate for Vendor

228

5.10.11 Linking Customers and Vendors in a Conversion Project

229

5.10.12 Road Map to a Successful Conversion

230

5.10.13 Lessons Learned from Conversion Projects

231

5.11 Summary

232

6 Maintaining Business Partners

233

6.1 Navigating the Business Partner

233

6.2 Maintaining Vendors

237

6.2.1 Business Partner General Data

237

6.2.2 Extending a Business Partner as a Financial Accounting Vendor

245

6.2.3 Extending Business Partners for Purchasing

255

6.2.4 Maintaining a Business Partner Relationship

262

6.2.5 Business Partner Role Exclusion Group

263

6.2.6 Validating the Business Partner Setup

264

6.2.7 Manage Supplier Master Data App

267

6.3 Maintaining Customers

270

6.3.1 Business Partner General Data

271

6.3.2 Extending a Business Partner as a Financial Accounting Customer

276

6.3.3 Extending a Business Partner to a Sales Area

286

6.3.4 Maintaining a Business Partner Relationship

297

6.3.5 Business Partner Role Exclusion Group

299

6.3.6 Validating the Business Partner Setup

299

6.3.7 Additional Business Partner Roles for Customers

303

6.3.8 Manage Customer Master Data App

305

6.4 Summary

309

C Migrating Additional SAP Solutions to SAP S/4HANA

333

C.1 SAP ERP Human Capital Management

333

C.1.1 SAP ERP Human Capital Management Integration of the Business Partner

333

C.1.2 Employees Replication

334

C.1.3 Converting Employees to Business Partners

336

C.2 Credit Management

336

C.3 SAP for Utilities

336

C.4 SAP for Retail

337

C.5 SAP Sales Cloud and SAP Service Cloud

337

C.6 Interfaces with SAP S/4HANA

338

C.7 DEBMAS/CREMAS IDoc Types in SAP S/4HANA

338

C.8 Integration with SAP Customer Relationship Management

339

C.9 Integration with SAP Master Data Governance

340