Determination of Business Partner Master Data

Use

This function is used to determine the business partner master data for a media customer.

Integration

It is part of central access and is available to you as follows under Order :

Function

Menu path

Central access

Start of the navigation path Logistics Next navigation step Advertising Management Next navigation step Sales Next navigation step Order Next navigation step Central Access End of the navigation path

Prerequisites

You want to determine whether a sold-to party has been created as a media customer in the business partner master data.

You have made the following settings in Customizing:

Define

Menu path

  • General settings: such as initial position of the cursor

  • Settings for business partner determination : Determine business partner by name only, determine addresses including major customer and P.O.box addresses, display home or office

Start of the navigation path SAP Media Next navigation step Advertising Management Next navigation step Sales Next navigation step Order Next navigation step Client-Specific Settings Next navigation step Make Settings for Central/Standard Access/Classified Order Entry End of the navigation path

City and street ID codes

Start of the navigation path SAP Media Next navigation step Master Data Next navigation step Business Partner Next navigation step Address Next navigation step Maintenance Next navigation step of Substitutions for Phonetic Search End of the navigation path

You can make central access settings for each user group in the Make Settings for Central/Standard Access/Classified Order Entry Customizing activity. Settings for user group * (asterisk) apply to all users for whom no user parameters have been recorded and who have not been assigned to a user group or who belong to a user group for which no settings have been defined.

The system determines the settings for the respective user as follows:

  • If user parameters have been recorded for the user, the system first attempts to determine settings using the values that have been specified here.

  • If no user parameters have been recorded for the user, the system determines the settings using the values that have been defined for the user’s user group in Customizing.

  • If no user parameters have been recorded for the user and none can be determined using the values for the user group, the system determines these values using the entries that have been made for user group * (asterisk)

You should record the following values to define an area code or the initial position of the cursor:

Definition

Parameter ID

Parameter value

Default setting

Area code

TVW

Freely definable

Telephone area code

Initial position of the cursor

JHV

1

Telephone number

   

2

Last name

   

3

Business partner number

Features

Selection

The following selection criteria are available to you on the selection screen that allow you to determine whether a sold-to party has been created as a media customer in the business partner master data:

  • Identification key and role of the business partner

  • Address, communication and bank data for the business partner

  • USA country version: Social insurance number

If you want to accelerate the process of determining business partner master data, you should use one of the following field combinations:

Business partner identification key

Area code and telephone number

Bank data

Name, postal code and city

  • Name, street and city

  • Name and city

Name

Street and city

Search term and city

If you enter the identification key of a business partner, bank details or a telephone number on the selection screen, this speeds up selection since the selection criteria are unique.

  • If you confirm your entries using Execute selection , the item overview screen appears if the system was able to determine the media customer master data.

  • If you confirm your entries by pressing Enter , the system displays the address, communication and bank data for the media customer on the selection screen if it was able to determine the media customer master data.

You do not need to enter the names of the individuals, streets and cities involved when you enter the selection criteria. You can make masked entries for individuals, streets and cities by entering an asterisk (*) as a placeholder. You must enter at least one character before the masked entry.

If you have defined ID codes for the City and Street selection criteria in Customizing, you can use these ID codes as possible entries when you determine the business partner master data. Instead of entering New York City or New Orleans you could for instance enter the ID codes NY or NO . The system converts these ID codes to the respective city and street names during selection.

If you have selected the Address search by name only indicator in Customizing, you can determine a business partner by last name alone.

Display

The following screens can appear when you determine the business partner master data:

Result of selection

Screen

The system cannot determine any media customers

You remain on the central access selection screen .

The sold-to party has not been entered as a media customer in the business partner master data.

You can repeat selection using different selection criteria or you can create the sold-to party as a media customer in the business partner master data.

The system determines one media customer for which no sales documents have been entered

You remain on the central access selection screen .

The system copies the address, communication and bank data for the sold-to party into the selection screen from the media customer master data.

You can create a sales document for the sold-to party specified.

The system determines one media customer for which at least one sales document has been entered

The item overview screen in central access appears.

The item overview that appears depends on the tab page that you have chosen on the selection screen.

You can access document processing and change a sales document that has already been created. You can also create a new sales document, if for example you want to enter a complaint or convert an offer to an order.

The system determines more than one media customer

The business partner overview screen in central access appears.

You can choose a media customer from the business partner overview and determine the sales documents that have been created for this media customer.

You can return to the selection screen. The system copies the address, communication and bank data for the sold-to party into the selection screen from the media customer master data.

Editing functions

The following functions for creating and changing the business partner master data are available to you on the selection screen:

Function

Use

Prerequisite

Create media customers

Access the business partner master data from the central access selection screen and enter a sold-to party in the media customer role.

Direct creation in the business partner master data

The system checks whether the address and communication data has already been created and copies this data into the master data for the media customer to be created.

The business partner master data appears. The system assigns the identification key for the media customer.

You have entered the address and communication data for the sold-to party on the selection screen and chosen Start of the navigation path Environment Next navigation step Create media customer End of the navigation path .

Creation in the background

The system checks whether the business partner master data has already been created and copies the address and communication data into the master data for the media customer to be created.

The media customer has been created in the background. You remain on the selection screen when you create a media customer. The identification key of the media customer created is assigned by the system and displayed in the B Partner field.

You have entered the address, communication and bank data for the sold-to party on the selection screen and chosen Start of the navigation path Environment Next navigation step Create media customer End of the navigation path .

Create media customer in dialog

Access the business partner master data from the central access selection screen and enter a sold-to party in dialog in the media customer role.

The Create Media Customer: Initial Screen in the business partner master data appears and you can assign the sold-to party identification key externally or internally. The system copies the address, communication and bank data for the sold-to party into the business partner master data for the media customer.

You have entered the address, communication and bank data for the sold-to party on the selection screen and chosen Start of the navigation path Environment Next navigation step Create MC in dialog End of the navigation path .

Change media customer in dialog

Access the business partner master data from the central access selection screen and change the sold-to party master data.

The Change Media Customer: Address Data screen in the business partner master data appears and you can change the sold-to party master data :

You have chosen Start of the navigation path Environment Next navigation step Change MC in Dialog End of the navigation path on the selection screen and entered the identification key of the sold-to party on the selection screen.

You cannot change the address data for the sold-to party in the business partner master data. If you want to change this data, choose Start of the navigation path Environment Next navigation step Change address. End of the navigation path

Change address data

Access the overview screen in central address management from the central access selection screen and change a business partner address.

Create a relocation address or an additional address for a sold-to party.

You have chosen Start of the navigation path Environment Next navigation step Change SP address Next navigation step on the selection screen. End of the navigation path

Access the Business partner application area

Access the Business partner application area from the selection screen in central access and create or change the business partner master data.

Change a sales agent contract or enter a telephone number in the telephone number barring list.