Business Partner ( CRM ) - Customer/Vendor (FI AP/AR)

Use

If FI-AR (Accounting) orPSCD(FI-CA) integration is active in theCRMsystem (to check this in Customizing, choose Start of the navigation path Customer Relationship Management Master Data Next navigation step Business Partner Business Agreement Define Basic Settings End of the navigation path ), a customer and/or vendor can be created automatically in ERP if a Business Partner is created with the role “Sold-To Party”.

Integration

The graphic below illustrates the process:

Replicating CRM Business Partner to FI-AP/AR

This graphic is explained in the accompanying text.

Prerequisites

You must first customize integration betweenCRMand Grants Management for Grantor (GM-GTR). To do this, go to Customizing and choose Start of the navigation path Public Sector Management Next navigation step Grants Management Grants Management for Grantorand work the steps described below as appropriate. End of the navigation path

For an overview of the customizing steps involved in implementing customer integration, choose Start of the navigation path Integration with Accounts Receivable and Accounts Payable -> Customer/Vendor Integration Next navigation step Customer Integration Settings for Customer Integration. End of the navigation path

For an overview of the customizing steps involved in implementing vendorintegration, choose I Start of the navigation path ntegration with Accounts Receivable and Accounts Payable -> Customer/Vendor Integration Next navigation step Vendor Integration Settings for Vendor Integration. End of the navigation path

In GM-GTR, it is possible to assign a template customer including the missing data (such as the company code). To do this, choose Start of the navigation path Integration with Accounts Receivable and Accounts Payable Next navigation step Customer/Vendor Integration Customer Integration Determine Template for Customer Account for Replication End of the navigation path

It is also possible to assign a template vendor including the missing data (such as company-code related data). To do this, chooseIntegrationIntegration with Accounts Receivable and Accounts PayableCustomer/Vendor IntegrationVendor IntegrationDetermine Template for Vendor Account for Replication