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Procedure documentationCreating a Business Partner

 

You can use the Create Request service to create a change request for business partner creation. This change request goes through the predetermined workflow process and when complete results in the creation of a new business partner in the active area.

Prerequisites

You have maintained a change request type for business partner creation and have set up your workflow for this change request type.

Procedure

  1. Selecting the business partner category

    In the Search business partner section, choose New and then select organization or person or group.

  2. Enter change request details

    In the Change Request section, enter a description for your change request in the Description field. You can enter details for your change request such as priority, due date, and reason. You can also add comments on the Notes tab and attach relevant files using the Attachments tab.

  3. Enter details for new business partner

    In the business partner Details section, enter the data for your business partner. You can enter details for your change request such as general data, organizational data, address data and communication data.

    Note Note

    You can check your entries choosing theCheck button. Depending on the data entered an Address Validation dialog box is displayed, asking for further input. If similar business partner data already exists in the system a duplicate check dialog box will inform you about the potential duplicate. We recommend to start creating a business partner with the Search Business Partner function.

    End of the note.

  4. Enter additional data for new business partner

    Enter further data for your business partneIn in the sections provided below.

  5. Submit your change request

    When you have entered your data choose the Submit button to trigger the workflow. As the first step the checks as mentioned above will be performed.

    Note Note

    To save the change request for use at a later time choose Save.

    End of the note.

Result

The new change request for business partner creation is created and sent for processing according to the workflow you have assigned to the create business partner process. Usually, this means that it passes to a Master Data Steward who reviews the changes. During this time the new business partner is stored in the master data governance staging area and does not appear in the active area. Once the master data steward has approved the change request and technical validation has taken place, the new business partner is written to the active area.