# Module Meaning/Definition
1 Create Region
2
3 Create Jobs
4 Maintain Position
5 Define Sales District
6 It is the geographical area where customers are located.
7 Sales Group
8 Define Division
9 Define Distribution Channel Divisions are different segments of the enterprise of the client.
10 Assignment Proceddure Are the different channels used to circulate the products.
11 Business Partners ( BP )
12 Sold-To Party ( SP )
13 Ship to Party ( SH ) Is the highest level of external business partner of a client.
14 Bill to Party ( BP ) Is the Goods receipient for the SP.
15 Payer ( PY ) Is the Bills Receipient for the SP.
16 Internal Person BP Is the Payer of bills for the purchases made by SP.
17 Holder Is any internal employee who is a holder of any position.
18 External Person BP
19 Contact Person
20 Organisation BP Is the person who represents the SOLD-TO Party.
21 Group BP
22 Industrial Customer
Regions are internal offices of the client. Region can be country, city, area etc.
Maintaining Organisational Department
Organisational department is the actual departmental hierarchy of the client.
Create Jobs helps one create all the sales jobs in an organisation inlcuding the CEO.
A set of employees working under the Sales Office directly dealing with the customer for Sales.
Connect all the Sales Districts, Division, Dist Channel etc. to the Root Organisation.
All entities Person or Organisation associated with the client is called a Business Partner.
Is any internal employee of a client who holds external business is treated as a Holder.
Is any person / individual who are sales prospects for the client is treated as external person BP
Any customer of the client who owns its own business is treated as Organisational BP.
Is the process of creating customer groups based on the nature and type.
23 Trading Customer
24 Number Ranges Is the customer who markets the product under its own brand name.
25
26 Authorisation Groups
27 External BP - Orgn Type
28 External BP - Person Type
29 Transportation Zone
30 BP Role
31 Assignment Proceddure
32
33 Extended Relatiohsip Management Linking all Internal Business Partners Created to Orgn Model
34 Territory Management The relationships between external business partners of a client.
35
Is the customer who purchases the client's products and uses it as a raw material / semi-finished product in its own product.
Groupings and Assigning No. Ranges
Identifies the number of BPs the company expects to have, both in terms of person and organisation.
Creates Groupings based on type of Business Partner and links it to the Number Range created above.
It identifies the Internal Form of authorisation group from one level (position) to another. Eg. CEO->VP->BDM->SO
It is the Organisation Type ( i.e. Individual ) External Business Partner of a client. Eg: X Inc.a corporate customer of Company ABC.
It is the Person Type ( i.e. Individual ) External Business Partner of a client. Eg: Ashish, an individual customer of Company ABC.
It is the Shipped to party zone/location where the client will deliver the goods.
BP Role identifies the category of BP. Eg : SP, SH, BP, PY, SE, COMPETITOR, CHANNEL PARTNER, DISTRIBUTOR etc>
Assigning Internal Business partners to Orgn Model Positions
Planning and allocation of Client's Internal Employees in a certain geographical area.
Purpose
Is the entity who receives the Bill on behalf of the SP.
When is it used during implementation?
This regions are internal departments in a client's organisation/company.
To create CEO and other Sales Positions in an organisation.
To create the Sales Hierarchy in an organisation. Eg: CEO-> VP-SALES-> TM -> SM -> S OFFICER
To define all the districts/places where Sales Offices will be located.
To identify every channel that will be used by the clent to move the goods from the plant to the customer.
All Sales positions / offices should be linked to the Root Orgn for effective control.
To identify each and every Sales Employee, Customer( person or orgn ) and their representatives.
An entity who places an order to a client is called a Sold-to Party.
Is the entity who is responsible for receiving the goods on behalf of the SP.
Is the entity who is responsible for making the payment for the purchase made by the SP.
All internal employees who are Holders ( explained below ) are called Internal BPs.
All the sales employees of the client are called Holders. It includes Sales Employees, Employee Responsible etc.
Each and every person who can be sold a product or can be a customer is called an external person BP.
To identify the Contact Person/s in the customer's organisation for communication.
Each and every Company that is the customer of the client is called Orgn BP.
To identify the different types of customers, eg: industrial, trading, occassional etc.
This customer uses the client's product as Raw Material or Semi-finished product.
To create Territory IDs based on Offset and Length.
This customer purchases the finished products and sells it under its own brand name.
To create a number range ( for the purpose of unique IDs for each BP depending upon their nature.)
To create Person and Orgn Grouping and link it to their repsective number ranges a/w description.
To identify positions that are authorised to instruct lower level positions in the client's orgn chart.
To Segregate all the client's customers into Orgn type and Person type. Eg: Wholesale and Retail.
To Segregate all the client's customers into Orgn type and Person type. Eg: Wholesale and Retail.
To identify and create the different zones where the goods' recceipients are located.
The Client needs to figure out the different Business Partners and their types associated.
All BPs created ( i.e. with names and positions ) should be linked to the Orgn Model.
To link SH, BP, PY and CP to the SP for each Orgn Business Partner Type.
Step-4 Step-5 Step-6 Step-7
Step-8
# Module Screen Step-1 Step-2
1 Create Region IMG SAP Netweaver General Settings
2 IMG Master Data
3 Create Jobs IMG Master Data
4 Maintain Position IMG Master Data
5 Define Sales District IMG Master Data
6 Define Division IMG Master Data
7 Define Distribution Channel IMG Master Data
8 Assignment Proceddure IMG Master Data
9 Define Number Ranges IMG SAP Business Partner
10 IMG SAP Business Partner
11 Define Authorisation Groups IMG SAP Business Partner
12 Define Business Partner Types IMG SAP Business Partner
13 Define Transport Zones IMG SAP Netweaver Application Server
14 IMG SAP Business Partner
15
16
Maintaining Organisational Department
Customer Relationship Management
Customer Relationship Management
Customer Relationship Management
Customer Relationship Management
Customer Relationship Management
Customer Relationship Management
Customer Relationship Management
Cross Application Components
Define Grouping and Assign Number Ranges
Cross Application Components
Cross Application Components
Cross Application Components
Define Field Grouping as per BP Role ( for analysis only )
Cross Application Components
Step-3 Step-4 Step-5 Step-6
Set Countries Insert Region
Organisational Model
Organisational Model Menu Bar
Organisational Model Rght Click Root Org
Define Sales District New Entries
Division Settings Define Deivision New Entries
Define Distribution Channel New Entries
Organisational Model
Business Partner Basic Settings Define Number Ranges
Business Partner Basic Settings New Entries
Business Partner Basic Settings Authorisation Management
Business Partner Basic Settings Business Partner Types Define Partner Types
Basic Services Address Management Maintain Transport Zones
Business Partner Basic Settings Field Groupings
Organisational Management
Create Organisational Model
Organisational Management
Change Organisational Model
Organisational Management
Change Organisational Model
Organisational Management
Organisational Data for Sales Scenario
Organisational Management
Organisational Management
Organisational Data for Sales Scenario
Organisational Management
Change Organisational Model
Transaction Code - PPOMA_CRM
Number Ranges and Groupings
Define Grouping and Assign Number Ranges
Maintain Authorisation Groups
Maintain Address & Person Number Range
Configure Field Attributes for BP Role
Step-7 Step-8
Edit Create Jobs
Create Position
Company Name ( Click) Attributes
Change Intervals
New Entries