Determination of Business Partner Master DataThis function is used to determine the business partner master data for a media customer.
It is part of central access and is available to you as follows under
Order
:
Function |
Menu path |
Central access |
|
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 |
|
|
City and street ID codes |
|
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 |
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 . 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
You have entered the address, communication and bank data for the sold-to party on the selection screen and chosen . |
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
You have entered the address, communication and bank data for the sold-to party on the selection screen and chosen . |
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
You have chosen 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 |
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 |
Access the
|
Access the
|
Change a sales agent contract or enter a telephone number in the telephone number barring list. |