Business Partner Conversion (SAP Library - Business Partner Conversion)

Business Partner Conversion

Guidelines for Converting the Treasury / Real Estate Business Partner to the SAP Business Partner

Purpose

In order to provide centralized business partner management across all applications, SAP is introducing the SAP Business Partner. This involves replacing the Treasury Business Partner with the SAP Business Partner.

The component Structure link SAP Business Partner for Financial Services enables you to create and manage business partners centrally, across the various applications. It is designed to minimize data redundancy and exploit the advantages of data integration. It also focuses more strongly on managing customer relationships and new customer acquisitions.

Note

For information on the concept and use of the SAP Business Partner, see the documentation under Accounting ->Corporate Finance Management -> SAP Business Partner for Financial Services.

Individual application components are spread across a heterogeneous system infrastructure, and are linked to the Treasury Business Partner at different levels of complexity. It is therefore not possible to convert all applications to the SAP Business Partner at the same time, or for the same Release. The Treasury Business Partner is therefore converted to the SAP Business Partner in two phases.

Relevant Releases

SAP R/3 Enterprise

These guidelines provide information on the procedures involved in both phases of the conversion from the Treasury Business Partner to the SAP Business Partner. A detailed description of the report programs you need to run and the relevant tables and attributes for both phases is available.

Implementation Considerations

Whether or not you need to convert from the Treasury Business Partner to the SAP Business Partner depends on certain conditions:

· You must convert from the Treasury Business Partner to the SAP Business Partner if you use either the Banking or CFM applications. Until now, these applications worked with the Treasury Business Partner.

· You do not need to carry out the conversion if, in the upgrade to Release Banking 4.62/CFM 1.0, you use the components Real Estate Management (RE) and Loans Management (CML), which continue to use the Treasury Business Partner, but do not use Corporate Finance Management (CFM). You can still convert the data and activate parallel maintenance, however.

· If you upgrade to Release Banking 4.63/CFM2.0 or higher, you must carry out both conversion phase I and II. Only after you have successfully carried out both phases of the conversion can you begin to process business partner data, however.

· Likewise, you do not need to carry out the conversion if, from Release Banking 3/CFM 1.0, you only use Real Estate Management (RE), which continues to use the Treasury Business Partner, and do not use Corporate Finance Management (CFM) or Loans Management (CML). You could still convert the data and activate parallel maintenance, however.

Caution

Code conversion of the DDIC references takes place in phase II. This only affects user-defined tables and tables you have generated yourself. The Real Estate tables are therefore not affected by the code conversion. Note, however, that the Treasury Business Partner number must be converted to the SAP Business Partner Number.

· If you use Real Estate Management as well as other applications that use the SAP Business Partner after Release Banking 4.63/CFM 2.0, you have to carry out the business partner conversion (phase I).

Caution

Code conversion of the DDIC references tales place in phase II. This only affects user-defined tables and tables you have generated yourself. The Real Estate tables are therefore not affected by the code conversion. Note, however, that the Treasury Business Partner number must be converted to the SAP Business Partner Number.

· If you are a new customer and are implementing Release Banking 4.63/CFM 2.0 for the first time, you do not need to carry out either phase I or phase II of the conversion. You can activate parallel maintenance, however. If you install Release Banking 4.62/CFM 1.0, you have to activate parallel maintenance. You can deactivate parallel maintenance as of Release Banking 4.63/CFM 2.0, if required In each case, you must ensure that the indicators have been set correctly in Customizing, under SAP Business Partner for Financial Services -> Settings for Conversion and Parallel Maintenance of TR BP and SAP BP -> Conversion: Phase I -> Activate Parallel Maintenance. For more information, see Activating Parallel Maintenance.

· If you have used the Treasury Business Partner from Release R/3 Enterprise Financial Services 1.10 and convert to the SAP Business Partner, you have to run two additional reports after you have carried out the conversion (phase I). You will find further information under Business Partner Conversion (Phase I).

The following chart provides you with information on where the Treasury Business Partner and the SAP Business Partner are used:

Release	Treasury Business Partner	SAP Business Partner
4.6C Core	Treasury (TR)
	Real Estate Management (RE)
	Statutory Reporting for Insurance (IS-IS-SR)
Banking 4.61	Treasury (TR)	Bank Customer Accounts (IS-B-BCA)
	Real Estate Management (RE)
	SAP Banking (IS-B) · Profitability Analysis (IS-B-PA) · Risk Analysis (IS-B-RA)
Banking 4.62/CFM 1.0	Real Estate Management (RE)	Corporate Finance Management (CFM)
	Loans Management (CML)	Bank Customer Accounts (IS-B-BCA)
	SAP Banking (IS-B) - Profitability Analysis (IS-B-PA)	SAP Banking (IS-B) - Risk Analysis (IS-B-RA)
Banking 4.63/CFM 2.0		Loans Management (CML) converts to the SAP Business Partner

Note

From Release Banking 4.63/CFM 2.0 the Treasury Business Partner is renamed the Real Estate Business Partner, as it is only used in Real Estate Management (RE).

Features

The Treasury Business Partner is replaced the SAP Business Partner in two phases, for the reasons mentioned above:

Phase I:

In phase I some applications will use the SAP Business Partner while others continue to use the Treasury Business Partner.

This phase begins with the upgrade to Release Banking 4.62/CFM 1.0 or higher. After the upgrade you carry out the business partner conversion (phase I), depending on your requirements (see Implementation Considerations). This is divided into several large blocks, for which the following steps are necessary:

...

1. You have to build the Customizing for the SAP Business Partner and the conversion Customizing between the Treasury Business Partner and the SAP Business Partner.

2. You have to create SAP Business Partners from the existing Treasury Business Partners.

3. If SAP Business Partners already existed in your system before you converted the Treasury Business Partner, it may be necessary to run the reconciliation report to delete any duplicate entries.

4. Depending on the requirements (see Implementation Considerations) you have to set an indicator to activate parallel maintenance. When an SAP Business Partner is updated, the system also updates a Treasury Business Partner in the background. Likewise, when a Treasury Business Partner is updated, an SAP Business Partner is updated in the background. Both business partners are managed in parallel (parallel phase).

You have to build the Customizing for the SAP Business Partner and the conversion Customizing between the Treasury Business Partner and the SAP Business Partner.

You have to create SAP Business Partners from the existing Treasury Business Partners.

If SAP Business Partners already existed in your system before you converted the Treasury Business Partner, it may be necessary to run the reconciliation report to delete any duplicate entries.

Depending on the requirements (see Implementation Considerations) you have to set an indicator to activate parallel maintenance. When an SAP Business Partner is updated, the system also updates a Treasury Business Partner in the background. Likewise, when the Treasury Business Partner is updated, an SAP Business Partner is updated in the background. Both business partners are managed in parallel (parallel phase).

The same logic applies for the transfer of external data for the SAP Business Partner as applies for the processing of business partners online. When an SAP Business Partner is transferred (transfer category 15) a Treasury Business Partner is automatically created. Likewise, when a Treasury Business Partner is transferred (transfer category 14) an SAP Business Partner is automatically created.

Note

During the parallel maintenance phase you cannot use Business Application Programming Interfaces (BAPIs) to transfer data. You can transfer business partners using external data transfer or the direct input module FSBP_DARK_MAINTAIN_INTERN.

You will find detailed information on the business partner conversion in phase I, and the report programs you need to run, under Business Partner Conversion (Phase I).

If you carry out an upgrade to Release Banking 4.63/CFM 2.0 or higher, phase II follows on directly from phase I.

Phase II

This phase begins with the upgrade to Release Banking 4.63/CFM 2.0. In this phase, the Treasury Business Partner should not be used by any Financial Services application (Loans Management (CML) and Corporate Finance Management (CFM)). Except for Real Estate Management (RE), all applications use only the SAP Business Partner.

Unlike the other applications, Real Estate Management (RE) forms part of the R/3 Core delivery. As conversion to the SAP Business Partner takes place in an Add-on to the core, it is not possible to convert Real Estate Management (RE) at the same time.

Setting up phase II involves two steps:

1. You have to convert the DDIC references for all the fields in the tables and structures that refer to data elements and domains belonging to the Treasury Business Partner, except for real estate tables, to the corresponding data elements and domains for the SAP Business Partner. However, this only functions automatically for tables and structures delivered by SAP. If you have defined tables and structures as customer developments or generated customer tables using SAP applications, you can use tools delivered by SAP to make the DDIC adjustments yourself. With customer developments, you should therefore ensure that you make logical assignments between tables that belong to Corporate Finance Management and Real Estate Management.

2. You have to replace the field values in tables that previously referenced the Treasury Business Partner with the corresponding field values of the SAP Business Partner.

...

You have to convert the DDIC references for all the fields in the tables and structures that refer to data elements and domains belonging to the Treasury Business Partner, except for real estate tables, to the corresponding data elements and domains for the SAP Business Partner. However, this only functions automatically for tables and structures delivered by SAP. If you have defined tables and structures as customer developments or generated customer tables using SAP applications, you can use tools delivered by SAP to make the DDIC adjustments yourself. With customer developments, you should therefore ensure that you make logical assignments between tables that belong to Corporate Finance Management and Real Estate Management.

You have to replace the field values in tables that previously referenced the Treasury Business Partner with the corresponding field values of the SAP Business Partner (code conversion).

In order to carry out these steps, you must have successfully carried out the Business Partner Conversion (Phase I).

Note

If you have already introduced identical numbers in phase I, you do not need to convert the partner number.

As Real Estate Management (RE) continues to use the Treasury Business Partner, and Real Estate Management (RE) and Loans Management (CML) use shared tables, identical numbers for the SAP Business Partner and the Treasury Business Partner are required from phase II. If you set different numbers for the SAP BP and the TR BP in phase I, you must use the conversion routines to create corresponding numbers. These conversion routines also convert the references in the Treasury Business Partner tables themselves. This procedure applies in particular for Real Estate Management (RE) customers who have imported the CFM/Banking Add-On, in order to use Real Estate Management (RE) and CFM/Banking in parallel.

You will find detailed information on the business partner conversion in phase II and the report programs you need to run under Business Partner Code Conversion (Phase II).

When you have successfully completed phase II, you have finished converting the Treasury Business Partner to the SAP Business Partner.

Note

Due to the different requirements that customers may have, business partner conversion, DDIC adjustment and code conversion cannot be run automatically using XPRAs (report programs that run automatically during an upgrade).

You should read all the documentation for these components before you begin the business partner conversion. Refer to composite SAP Note 398888 on the business partner conversion (see also Important Information). If you are using Release Banking 4.63/CFM 2.0 with support package status below 14, check the relevance of the SAP Notes contained in the composite SAP Note (program corrections).