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Functional Overview

In SAP CRM, Account is a Business Partner (organization, person and group) with whom an organization has a business relationship. An account would for example have details like address, communication data, roles, business hours.

Service and Metadata Documents

You can connect to SAP CRM system using SAP Gateway services. The links to access the service document and metadata document of accounts is given in table below.

Service Document

http://<hostname>:<port>/sap/opu/sdata/iwcnt/account/?$format=xml&sap-client=<client number>

Metadata Document

http://<hostname>:<port>/sap/opu/sdata/iwcnt/account/$metadata?$format=xml&sap-client=<client number>
Note

Contact your system administrator for host name, port and client number.

Collections

AccountCollection is the collection for accounts and has the following collections listed in the table below.

Collections

Description

AccountCollection

This collection provides details about the business partner (organization, group, person). Check the table Business Partner Categories for more information.

AccountAddressCollection

This collection provides the address details of a business partner (like building ID, address usage code, city name, postal code) and address-dependent communication data (like telephone number, fax, e-mail and URI) along with its usage.

InternationalAddressVersionCollection — This is a collection under AccountAddressCollection and provides details on the international address versions maintained for an address of a business partner. Possible address versions are Arabic, Hebrew, Chinese, Greek, Hangul, International, Kanji, Traditional Chinese, Katakana, Cyrilic & Thai

AccountBankDetailCollection

This collection provides information about the bank details of a business partner like bank ID, bank account holder name, bank name.

AccountBusinessHourCollection

This collection provides information about the business hours of a business partner like visiting hours, calling hours, goods receiving hours and no calling hours.

AccountCommunicationDetailCollection

This collection provides information about address independent communication data of a business partner like e-mail addresses or cell phone numbers.

AccountEmployeeResponsibleCollection

This collection provides information about all the employees who are related to an account like employee first name, last name, account ID.

FactSheetCollection

This collection provides fact sheet data of a business partner in a binary format.

AccountNoteCollection

This collection provides information about the notes maintained for a business partner.

AccountRelationshipCollection

This collection provides information about the business-relevant, time-dependent relationship between two business partners. This collection does not show information of those who are having the relation HasemployeeResponsibleFor and IsContactPersonFor.

AccountsRelatedContactCollection

This collection provides information about all the contacts, which are related to an account.

AccountRoleCollection

A role is the business role that a business partner has. This collection provides information about the business environment of the business partner and its tasks (rights and obligations) that it has to observe in this environment like role code or role category code.

Fields specific for different business partner categories is listed in the table below. The rest of the fields for AccountCollection is relevant for all business partner categories. Check the metadata document URL for field details.

Note

  • Accounts should have at least one Address maintained for performing create and update operations on the 'AccountRelatedContacts' and 'ContactsRelatedAccounts' relationships.

  • You cannot create relationships between CRM Accounts and Contacts if the Account is a person.

Business Partner Categories

Business Partner Category

Relevant Fields

Organization

OrganizationName1

OrganizationName2

OrganizationName3

OrganizationName4

CompanyLegalFormCode

FoundationDate

Person

FirstName

MiddleName

LastName

FullName

GenderCode

MaritalStatus

OccupationCode

NationalityCountryCode

OriginCountryCode

Birthdate

AcademicTitleCode

Birthplace

Group

GroupName1

GroupName2
F4 Value Help

F4 value help collections for an account:

  • AddressVersionCollection

  • AddressUsageCollection

  • CompanyLegalFormCollection

  • CountryCollection

  • DepartmentCollection

  • LanguageCollection

  • MaritalStatusCollection

  • NationalityCountryCollection

  • PowerOfAttorneyCollection

  • SalutationCollection

  • URITypeCollection

  • GenderCollection

  • OriginCountryCollection

  • TimeZoneCollection

  • VerbalCommLanguageCollection

  • CommunicationTypeCollection

  • ContactAllowedCollection

  • PartnerFunctionTypeCollection

  • AcademicTitleCollection

  • CategoryCollection

  • RegionCollection

  • FileTypeCollection

  • VipReasonCollection

Associations

For an account there is a provision to navigate to:

  • Attachments which lists all the documents/attachments related to that account.

  • Contact service and check the details of all the contacts related to that account.