The Business Partner Concept

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Business partner check card

• Category (organization, person, group) is fixed at creation; choose carefully.
• Grouping is fixed at creation; it drives the BP number range and, via CVI, the account group.
• Customer = general + FI customer (company code) + customer (sales area) roles.
• Supplier = general + FI supplier (company code) + supplier (purchasing organization) roles.
• Credit data sits in the credit management role; contacts are relationships.
• A role without the right company code, sales area or purchasing organization cannot be used there.
• CVI keeps BP and customer or supplier records in step; BP is leading in SAP S/4HANA.
• ECC conversion: every customer and vendor needs a BP first; cleanse data early.
• Process-driving fields: reconciliation account, payment terms, bank and payment method, pricing procedure, partner functions, GR-based IV, credit limit.
• Test master data by running a short process with it; check the change history before blaming configuration.