Business Partner creation from Vendor master data for Transaction Manager

[grigoriy_babitskiy]

From practice, all my TRM projects usually start when at least Accounting modules are implemented.

It means accountants/treasurers are working with vendor/customer master data and even know id of mater data by heart.

What does it mean?

It means that BP transaction for creation Business partner master data, especially differing numbering from vendors/customers master data - is not "working' for us.

Also, what to do if Business partner and vendor/customer master data must be identical - nobody wants to enter data twice! And as soon as accountants/treasurers know vendors/customers id by heart - we need the same number range.

We can use following transaction:

FLBPD1 - Create Business Partner from customer

FLBPD2 - Link Business Partner to customer (BP Role TR0603)

FLBPC1 - Create Business Partner from vendor

FLBPC2 - Link Business Parnter to vendor (BP Role TR0604)

To use this instrument you have to make few basic steps and a few extra steps.

Basic steps:

1. Decide what vendors you will use as business partners: we will use bank and financial organizations.

TIP: don't configure anything here. Just take a look what you need.

IMG -> Financial Accounting (New) -> Accounts Receivable and Accounts Payable -> Vendor Accounts -> Master Data -> Preparations for Creating Vendor -> Master Data -> Assign Number Ranges to Vendor Account Groups (tr. SM30 -> V_077K_B)

IMG -> Financial Accounting (New) -> Accounts Receivable and Accounts Payable -> Vendor Accounts -> Master Data -> Preparations for Creating Vendor -> Master Data -> Create Number Ranges for Vendor Accounts (tr. XKN1)

2. We want our busines partners to have the same number range as vendors. So let's create the same number ranges for business partners.

!!! Put a check mark in External number range flag. As you can see in 1. we create vendors with internal number range. But we are not going to create all BP at one time. For this reason we use external number range for BP.

IMG -> Cross-Application Components -> SAP Business Partner -> Business Partner -> Basic Settings -> Number Ranges and Groupings -> Define Number Ranges (tr. BUCF)

3. Let's create BP Grouping and assign BP number range.

IMG -> Cross-Application Components -> SAP Business Partner -> Business Partner -> Basic Settings -> Number Ranges and Groupings -> Define Groupings and Assign Number Ranges (tr. SM30 -> V_TB001)

4. Now we have to assign BP grouping to our vendor group.

As mentioned above we need the same PB id as vendor id - for this reason put a check mark in Same number.

IMG -> Cross-Application Components -> Master Data Synchronization -> Customer/Vendor Integration -> Business Partner Settings -> Settings for Vendor Integration -> Field Assignment for Vendor Integration -> Assign Keys -> Define Number Assignment for Direction Vendor to BP (tr. SM30 -> CVIV_VEND_TO_BP1)  

5. And the last thing! Let's assign BP role to Vendor group. Without role TR0151 you can't manage financial transactions.

IMG -> Cross-Application Components -> Master Data Synchronization -> Customer/Vendor Integration -> Business Partner Settings -> Settings for Vendor Integration -> Define BP Role for Direction Vendor to BP (tr. SM30 -> CVIV_VEND_TO_BP2)

Extra steps:

Different systems configured differently. It means that sometimes you have to make a little bit more configuration - because systems demands.

From my practice such steps are (i will just mention transaction):

1. SM30 -> V_TFKTAXNUMTYPEC

It doesn't mean that you have to configure it too - just pay attention about errors.

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Let's now create BP master data from vedor.

Start tr. FLBPC1 - Create Business Partner from Vendor

Enter your vender id and press "Create Business Partner" button => Enjoy you BP master data