Checking the Customizing Structure 

Use

After you have carried out all of the steps and executed all of the reports to prepare and generate the Customizing for the SAP Business Partner, check that the Customizing structure is correct. This check helps you ensure that no errors occur in the business partner conversion that follows.

Procedure

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       1.      Check that the business partner groupings match

To call up the IMG activity Groupings, choose Settings for Business Partner Conversion ® Conversion: Phase I ® Assign TR BP to SAP BP ® Control Data ® Groupings. Here, table TPZ2 is reconciled with table TB001 (grouping number range) and TB002 (grouping texts).

For more information about groupings, see Information About Several Converted Customizing Tables.

       2.      Check that the address ID matches the address type for the SAP Business Partner

To call up the IMG activity Address ID, choose Settings for Business Partner Conversion ® Conversion: Phase I ® Assign TR BP to SAP BP ® Assign Customizing Settings ® Address ID. Here, table TP14 is reconciled with table TB009.

In this IMG activity, you enter XXDEFAULT in the Address field, and set the Default indicator (the fields Address Type and Short Text remain empty).

There is no connection between the XXDEFAULT address ID in the Treasury Partner and the address type XXDEFAULT in the SAP Business Partner.

For more information about the address ID, see Information About Several Converted Customizing Tables.

       3.      If you have created your own roles in the customer namespace, check their assignments.

To call up the IMG activity Role Categories, choose Settings for Business Partner Conversion ® Conversion: Phase I ® Assign TR BP to SAP BP ® Control Data ® Role Categories. Here, table TPZ3 is reconciled with table TBZ0.

For more information about role categories, see Information About Several Converted Customizing Tables.

       4.      If you have created your own relationship categories in the customer namespace, check their assignments. Set the corresponding indicators for all of the relevant relationship categories.

To call up the IMG activity Relationship Categories, choose Settings for Business Partner Conversion ® Conversion: Phase I ® Assign TR BP to SAP BP ® Control Data ® Relationship Categories. Here, table TPZ7 is reconciled with table TBZ9.

In the following cases, set the relevant indicators:

¡        If you convert relationship categories 0021 Wife and 0022 Husband to relationship category BUR004 Marriage, you must set the Sequence indicator either for relationship category 0021 or 0022. This will swap business partner 1 and business partner 2 round in this relationship category. In relationship category BUR004 Marriage, only the husband or the wife can exist as business partner 1.

For more information, see Special Features When Converting Relationships.

¡        The Leading indicator is concerned with parallel maintenance for the Treasury Business Partner from the SAP Business Partner. There are cases where several relationship categories for the Treasury Business Partner are assigned to one relationship category for the SAP Business Partner You use this indicator to determine which Treasury Business Partner relationship category should be changed during the parallel maintenance phase, when you create the respective relationship category for the SAP Business Partner.

The indicator is only relevant if you have assigned one SAP Business Partner relationship category to several Treasury Business Partner relationship categories. If you create a corresponding SAP Business Partner relationship category (in the customer namespace) for each Treasury Business Partner relationship category, you do not need to set this indicator.

¡        The Treasury Business Partner contains the business partner categories Natural Person and Organization. The SAP Business Partner also contains a third business partner category, namely Group. If you set the Group indicator, a business partner with this relationship category is assigned the business partner category Group when you execute the report program Convert the TR Business Partner to the SAP Business Partner (RFTBUP01).

For more information about the relationship categories, see Information About Several Converted Customizing Tables and Conversion of Business Partner Relationships (RFTBUP02).

       5.      Notes

In the IMG activity General Notes, check whether the entries generated by the conversion report RFTBUC02 for the SAP Business Partner are correct. The general text IDs for the Treasury Business Partner must correspond with the general text IDs for the SAP Business Partner.

In the IMG activity Role-Dependent Notes, check whether the entries generated by the conversion report RFTBUC02 for the SAP Business Partner are correct. The “role category text ID” assignments for the Treasury Business Partner must correspond with the “role category text ID” assignments for the SAP Business Partner. If the system allocates the same text IDs to different roles for the SAP Business Partner, you can retain the text ID number assignment for one of these roles. You must enter new (free) numbers for the text IDs belonging to the other roles (according to the principle of consecutive number assignment) and save your entries.

If this occurs, you also need to save the new SAP Business Partner text IDs in the general text ID table TTXID (View V_TTXIDI) if they do not already exist there.

For more information, see Conversion of Notes (RFTBUP06).

       6.      Check that the forms of address match.

To call up the IMG activity Forms of Address, choose Settings for Business Partner Conversion ® Conversion: Phase I ® Assign TR BP to SAP BP ® Assign Customizing Settings ® Forms of Address. Here, table TP01 is reconciled with table TSAD3.

       7.      Check that the industry sectors match.

To call up the IMG activity Industry Sectors, choose Settings for Business Partner Conversion ® Conversion: Phase I ® Assign TR BP to SAP BP ® Assign Customizing Settings ® Industry Sectors. Here, table T016 is reconciled with table TB023.

       8.      Check that the legal forms match.

To call up the IMG activity Legal Forms, choose Settings for Business Partner Conversion ® Conversion: Phase I ® Assign TR BP to SAP BP ® Assign Customizing Settings ® Legal Forms. Here, table TP08 is reconciled with table TB019.

       9.      Check that the legal entities match.

To call up the IMG activity Legal Entities, choose Settings for Business Partner Conversion ® Conversion: Phase I ® Assign TR BP to SAP BP ® Assign Customizing Settings ® Legal Entities. Here, table TP09 is reconciled with table TB032.

   10.      Check that the marital statuses match.

To call up the IMG activity Marital Statuses, choose Settings for Business Partner Conversion ® Conversion: Phase I ® Assign TR BP to SAP BP ® Assign Customizing Settings ® Marital Statuses. Here, table TP03 is reconciled with table TB027.

   11.      Check that the relationship types match.

To call up the IMG activity Relationship Type, choose Settings for Business Partner Conversion ® Conversion: Phase I ® Assign TR BP to SAP BP ® Assign Customizing Settings ® Relationship Type. Here, table TPZ11 is reconciled with table TB905.

   12.      Check that the functions match.

To call up the IMG activity Functions, choose Settings for Business Partner Conversion ® Conversion: Phase I ® Assign TR BP to SAP BP ® Assign Customizing Settings ® Functions. Here, table TP15 is reconciled with table TB912.

   13.      Check that the departments match.

Check that the departments match.

To call up the IMG activity Departments, choose Settings for Business Partner Conversion ® Conversion: Phase I ® Assign TR BP to SAP BP ® Assign Customizing Settings ® Departments. Here, table TP16 is reconciled with table TB910.

1:1 assignment is necessary in each case, except for the Customizing activities Address ID, Relationship Categories, and Role Categories.