Processing of Business Partner Duplicates

Use

You can use this function to process follow-up activities for business partner duplicates delivered from operational systems.

The operational system uses the Import of Business Partner Duplicates function to deliver information about the existence of a business partner duplicate to the Collections/Disbursements system.

Collections/Disbursements determines the existing target and source master data combinations for the business partner to be replaced, and triggers the activities defined in Customizing for processing each combination.

In the standard software, Collections/Disbursements delivers the following activities for processing the business partner duplicates:

Transfer posting of associated open items (activity 010)
Adjustment of open payment plan items (activity V01)

Another customer-defined activity could be setting posting locks for the "old" contract account, for example.

For the Transfer Posting Associated Open Items activity, you can define that the dunning level for the open item is also transferred. You can define the appropriate setting for the transfer reason in Customizing for Collections/Disbursements , under Start of the navigation path Business Transactions Next navigation step Transfers Define Specifications Dependent on Transfer Reason End of the navigation path .

During this import of business partner duplicates, if information about a business partner pair no longer being a duplicate is delivered (delivery of a reversal), note that the system does not automatically reset processing activities for the reversal, but that you must manually set these activities to Complete , by using the Processing of Clarification Cases from Duplicate Processing function.

Prerequisites

The source and target master data combinations are derived directly from the insurance object for the source business partner. This means that you have created an insurance object-business partner relationship for all insurance objects for the source business partner, for the target business partner.
You have entered the Customizing settings for the clean-up of duplicates, under Collections/Disbursements Business Transactions Duplicate Processing Define Activity for Duplicate Processing, Define Order of Activities and Define Specifications for Transfer Posting Open Items .
Collections/Disbursements has received the information from the operational system (using the Import of Business Partner Duplicates function) that it is to process a business partner duplicate.

Activities

To allow you to perform follow-up activities for business partner duplicates, on the SAP Easy Access screen choose Start of the navigation path Collections/Disbursements Next navigation step Master Data Business Transactions Duplicate ProcessingProcess Business Partner Duplicates End of the navigation path .

You are now on the Process Business Partner Duplicates screen (for the report RFKK_BPCL_PROCESS ( Process Business Partner Duplicates )).

Enter the business partner pair (source and target business partner) that you have recognized in your operational system as business partner duplicates and define the posting date and document date from which the documents for the source business partner to be replaced are to be taken into account.

You can execute processing for business partner duplicates in two steps:

If you set the flag under Determine Activities , the Collections/Disbursements system determines the activities to be executed and creates the processing case.

In the background, the system executes the function module FKK_BPCL_CREATE ( Create Processing Case for Business Partner Duplicates ):
- This determines the valid source and target master data combinations for the business partner duplicate. The Collections/Disbursements system makes this determination in the application-specific event 7510. The result of the event is compared with the delivered master data combinations for the imported function module.
- This determines the activities that are to be executed for the identified master data combinations.
If you set the indicator under Execute Activities, the system processes the duplicates.

In the background, the system executes the function module FKK_BPCL_PROCESS ( Execute Activities for Business Partner Duplicates ). The system executes the activities defined in Customizing for the identified master data combinations, in the sequence set. Each activity is executed in an LUW. All messages for the activities are written to an application log for each data processing case, regardless of the time of execution.

If a processing step fails (if the system cannot execute an activity for a master data combination, for example), the system also writes the error to the application log. The system creates a clarification case for these business partner duplicates.

You can find more information about processing the clarification case and displaying the application log under Process Clarification Cases from Duplicate Clean Up .

Result

You have transfer posted existing open items for the source business partner to the target business partner, and adjusted open payment plan items for the business partner duplicates.

You can also display the business partner duplicates with Display Business Partner Duplicates .

When processing business partner duplicates, no open items are transfer posted for deposit contracts. If deposit contracts are to be processed, the system cancels the action, outputs a message and generates a clarification case. You can transfer post the appropriate open items with Processing Insurance Objects with Balance Interest Calculation .

Example

The operational system informs the Collections/Disbursements system that two business partners with the name Adam Smith and the business partner numbers 4711 and 6510 are business partner duplicates. The business partner with number 4711 is the source business partner and is to be replaced by the subsequent business partner 6510. The business partner 6510 and the insurance contract CUST01 have also already been created in the Collections/Disbursements system. The function for duplicate clean up finds the following source and target master data combination for this business partner duplicate: Business partner 4711 has insurance contract CUST01 with account 4567, business partner 6510 has insurance contract CUST6 with account 3645. The system creates a uniquely identifiable processing case for this business partner pair and transfer posts open items from insurance contract CUST01 to insurance contract CUST06.