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 Business Partner Master Data

Use

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.

Integration

The collection-specific data of a business partner is the basis for creating worklists .

Prerequisites

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.

Features

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.

Collection Profile

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 Start of the navigation path Cross-Application Components Next navigation step SAP Business Partner Next navigation step Activation Switch for Functions End of the navigation path , 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 Start of the navigation path Accounting Next navigation step Financial Supply Chain Management Next navigation step Collections Management Next navigation step Periodic Processing Next navigation step Business Partner Next navigation step Assignment of Profiles. End of the navigation path For more information, see Assigning Profiles .

History

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.

Collection Segments

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 Start of the navigation path Accounting Next navigation step Financial Supply Chain Management Next navigation step Collections Management Next navigation step Periodic Processing Next navigation step Business Partners Next navigation step Change Segment Data End of the navigation path .

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.

Contact Person

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 Start of the navigation path SAP ERP Central Component Next navigation step Cross-Application Components Next navigation step SAP Business Partner (SAP-BP) Next navigation step Functions Next navigation step SAP Business Partner Data Next navigation step Business Hours End of the navigation path .

You can select a main contact person in receivables processing. For more information, see Processing Receivables .

Temporary Assignments

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.

Activities

To run the function, from the SAP Easy Access screen choose Start of the navigation path Accounting Next navigation step Financial Supply Chain Management Next navigation step Collections Management Next navigation step Master Data Next navigation step Business Partner Master Data End of the navigation path .