With this function you can create, edit, and manage collection-specific data of a business partner and use it for the integration with other functions.
The collection-specific data of a business partner is the basis for creating worklists .
In Customizing, you have made the settings required for SAP Business Partner. In particular, you have created a business partner role that is assigned to the business partner role category UDM000. You can use the
Business Partner Collections Management
(UDM000) role delivered. In Customizing, you have portrayed your
organizational structure
with reference to
Collections Management
in the system.
For a business partner to be able to participate in
Collections Management
, a collection profile must be assigned to the business partner. Based on the configuration settings made previously, the collection profile determines the list of the collection segments contained therein.
You can assign a collection profile to a business partner or replace an existing collection profile with another profile. Note that on the tab page
Collection Profile
, only the data currently valid for the profile, segments, and temporary assignments is visible. The date of the last profile change is displayed for information purposes.
To end the participation of a business partner in
Collections Management
, delete the collection profile from the business partner master record or use the time dependency of the business partner and restrict the validity of the business partner role with regard to time. To do this, call up the detail view of the business partner role by selecting
with the quick info text
Role Detail
. In the dialog box that appears, you can change the validity period of the business partner role. The prerequisite for this is that in Customizing, under
, you have activated the time dependency for table BUT100 (business partner roles).
To enter or change a collection profile, in addition to this dialog transaction you can also use program
UDM_COLL_BUPA
.You can access the program from the SAP Easy Access screen via
For more information, see
Assigning Profiles
.
To display historic data from the past, choose
History
. By choosing
with the quick info text
With Substitutes
, you can also display substitutes that you have maintained in the configuration for collection specialists.
For each collection segment you have to specify a collection group and (optional) a collection specialist. As collection group, the collection group specified as default group in Customizing is proposed. You can however, enter any other group assigned to the collection segment. If you want to enter a fixed relationship of a collection specialist to a customer, you can use any of the specialists assigned to the collection group. If you do not make an entry in the collection specialist field, the worklist items that arise are distributed to the collection specialists of a collection group. For more information, see Distribution of Worklist Items to Collection Specialists .
In addition to this dialog transaction, you can also use program UDM_CHANGE_SEGMENT_DATA. To run the function, from the
SAP Easy Access
screen, choose
.
In the
Collection Segments
area, one item is always selected. The alternative temporary assignments for this collection segment are displayed on the lower part of the screen. To display the temporary assignments for a different collection segment, choose
with the quick info text
Temporary Assignments
in the table.
The system automatically updates the information about the main contact person at the customer in a collection segment. The name and telephone number of the contact person and the calling hours and visiting times are displayed in the worklist. The calling hours and visiting times are saved in the standard contact person relationship between the business partner and the contact person. You can see the business hours of a contact person relationship by selecting
Relationships
, navigating to the relationship overview, and then navigating to the detail screen of the relationship data by double-clicking the standard contact person relationship. You can see the corresponding business hours on the tab page
Sales Data
. For more information about the business hours of a business partner, see the SAP Library under
.
You can select a main contact person in receivables processing. For more information, see Processing Receivables .
You can temporarily override specifications for the collection group and specialist that you have made for a collection segment. To create new temporary assignments for a collection segment, choose
with the quick info text
Insert Line
.
To delete temporary assignments, choose
with the quick info text
Delete Line
. Note that you can only delete temporary assignments that are completely in the future. The time intervals must not overlap.
To run the function, from the
SAP Easy Access
screen choose
.