BP Role 'Prospect'

Hi All,
What is the BP Role "Prospect" means?. can someone throw some light.
Thanks, Sudeep..

Hi,
In simple terms Prospect is a Business Partner, company's sales team is pursuing to convert him/her as a new customer. In SAP CRM new customer acquisition can start as a result of campaign or through identifying a lead. Once a lead is qualified it becomes a prospective customer and is identified as prospect. In some of the businesses, the sales cycle is longer wherein you have to pursue the prospect over a longer term to convince him/her to buy your company's products and also you need to perform several activities for that. Opportunity transaction is used for the purpose and one of a main relevant Business Partner in this case would be the Prospect that you are pursuing.
Once the prospect shows interest in buying your product and requests offer/quotation for the company's products Prospect becomes Sold-to-party in SAP even though the prospect has not yet bought the product.
Regards,
Deepak

Similar Messages

How to stop ERP Quotation for BP with role Prospect

Hi,
We have implemented cross system transactions from CRM opportunity to ERP Quotation. We create prospects with sales area data in CRM UI. Though in GUI unless the role sold- to party is selected the sales area data tab is not activated, however not in the case of UI. We can assign the sales area even for the prospects. At the same time for prospects we select the R3 account grouping.
The problem is when the account with role prospect with R3 account group and sales area is created I can still create ERP Quotation. How to stop creating the ERP Quotation unless the role Sold-to party is extended to the prospect?
Please help.
Rgds,
Shridhar

Hi Iswari,
If you open the Bdoc "classic" data from tcode SMW01 (that's the yellow button next to the "show error" button) you should see a segment named "CRM_DOC_HEADER". Within this segment I would expect the OBJECT_ID field to be empty when you're attaching a document on a business activity (if that's what you mean by "contact").
If so: you can try to create a simple intelligent publication object with a filter set on OBJECT_ID = ''. Then no Bdoc will be sent when adding an attachment on any business transaction (I suppose), so the Bdoc will probably still be there, but always with a green status and going nowhere.
Regards,
Nicolas Busson

Bapi to delete BP role ( eg : customer , prospect )

Hi ,
Could you please provide me with FM or bapi to delete role of BP ( like customer role, prospect role ..etc ) .
Your help is appreciated.
Thank you

Hi Deepa ,
If you want to delete roles or business partners based on the role of the accounts then you can use the badi CRM_ACC_SEARCH.
1. Goto SE19, and create a new implementation for the badi
CRM_ACC_SEARCH, Name it ZCRM_ACC_SEARCH
2. Implement the Query method of the above implementation.
3. Here you have the ct_partner_keys. Loop over this internal table
and delete the contact persons.
4. You can use the BAPI 'BUPA_ROLES_GET' to identify the account
5. If the partner has the role 'BUP001' (contact person), then you
can delete the same.
6. Save and activate the above implementation.

Business Partner Roles and Account Life Cycle management in IC

Hi all,
We have IC agents creating prospects but also back office people (i.e. sales staff) creating prospects. Back office staff uses account life cycle management to identify the prospect role. However, I noticed that the business partner role (prospect in this case) is not visible within the IC - during account creation - because the role is used within the account life cycle role exclusion group.
I can always enhance the IC component to remove the filter on the BP Role. but question I have is why does SAP IC remove the roles from the role drop down list in the IC account creation screen and how did other people get around this?
Thanks,
John

I am also looking for an answer on this. How did other people who work on Interaction Center get around this? How do you create accounts when IC removes the BP roles mentioned in the Exclusion group config in SPRO ?

How to create a target group with all prospects?

Hi guys,
I am wondering how do I have to set up my data source when I would like to build a target group in my segment builder which includes all persons/contacts/organizations with the bp role prospect?
Which infoset do I need to choose in my data source? What do I need to fill under details?
Thanks a lot for your help.
Best regards,
Janine

Hi Janine,
What I could understand is that you require to create target group of all BPs having BP role as prospects.
To do so, you can create an infoset joning tables BUT000 and BUT100. The table BUT100 , has a field "BP Role"->select it, so that it is available when you are creating the attribute list using this infoset.
Create a data soucre for this infoset. Then when creating a attribute list, include this datasource and under this select the attribute "BP Role". Add filter to this attribute for prospects.
This filter can be used in segmentation builder in UI to create TG containing BPs having BP role as prospect.
Hopes this helps you.
Thanks,
Apoorv

Authorization on BP Role ???

Hello Experts,
we are running on CRM 5.0. we have created 3 roles "Prospect", "Customer", "Employe".
In our case we want "Customer" and "Employe" role to be in display only, user shoud not edit the details. Prospect can be created or edited.
What we did we put authorization on role Customer and Employe "DISPLAY"
This authorization is working in GUI but in PCUI, user still able to edit the details of Customer and Employe.
Please guide me how i can achive this authorization check on roles ???
Regards!!!
Amit Saini

Hi Amit,
How is that done? We tried using Authorization and Spro table but when we make address Display Only it only applies to SAP GUI and doesnt carry over to the portal.
Is there a way to add PCUI field groups to the BP role dataset and then make it a Display only? If you could please give me details on how you accomplish it I would really appreciate it.
Thank you,
Arpan

BP Role field in UI

Hi
In UI i need to create BP with roles Prospect and SP. But i am not able to find BP Role field in UI .
Please let me know how to over come from this problem.
Thanks In Advance
Regards
Ahmed

Hi Ahmed,
You would need to add this assignment block to the UI.
To do this, click on the 'Personalize' button ( you can see this as a small square on the right side of the screen - beside the Print and Help buttons ).
On clicing the personalize button, a pop up opens that show you all the available assignment blocks and displayed assignment blocks. Just select the 'Roles' block, and then transfer it to the right side column using the 'Move to right' button.
Then press Save / Apply .
This will add the Roles assigment block to the UI.
Best Regards,
Rishu.

Bp role grouping

Hi All
As in r/3, when we create a customer with account group 0001(sold to party), Ship to, bill to and payer are created automatically with the same number.
In CRM, we need to select BP role as sold to and create, then go to the change mode and select the next bp role as ship to and create....this needs to be done four times.
I want this to be done in one step.....
For this i have created a BP role as ZGRP in BUSE tcode and added two roles in it.When i go to BP tcode, I can see the ZGRP role in the BP role drop down.
I selected this and create a BP....
Now i want to check this has been created in the other BP roles or not...how do i do that...
and
How do delete a BP

Hi Sonali
I created a new BP again with the BP role as ZGRP...But it is not creating prospect and a contact person..
Even though i have not included sold to,ship to ,bill to and payer,they are maintained...I think by default system creates these four, same as R/3
If i go to the change mode of the BP and select the role prospect,only one field needs to be entered and that is Language. Once i enter it and save,bp has been created in role prospect.
When i create a BP with role ZGRP,the is no language field in that ....that is the reason why it is not creating prospect and contact person i guess...
This is the same problem with contact person
what do you say
Regards
Sreekar M

Change authorization to a user for a particular Business Partner Role

Hi,
My requirement is simple. I have two set of users in my project.
Set A will be
1- Creating business partners with role Prospect
2- Changing PROSPECT business partners's master data
3- Display it
Set B will be
1- Changing and Displaying all business partners irrespective of their roles (prospect, sold to party, employee.)
When I grant access the authorization object B_BUPA_RLT with ACTVT 01, 02, 03 and BP Role BUP002 (Prospect) only (for Set A) to a PFCG role, the user who has that PFCG role can still change any business partner irrespective of the business partner's role.
Authorization object CRM_BPROLE is inactive in my PFCG role here, as per my understanding, it is used for checking if a user has authorization to assign a BP role to A BP (Not a big of concern here). Please correct me if I'm wrong.
I studied badi BADI_CRM_BP_UIU_AUTHORITY and enhancement implementation BADI_CRM_BP_FILTER_ATTRIBUTE but none of them seem to fit in to my requirement.
Do you have an idea/recommendation on how to proceed from here? Or am I missing something big which should be right in front of my eye?
Thanks for your time,

Hey Glenn, thanks for your input.
Here are my active assignments (and my ideas about the usage of authorization in parenthesis)
B_BUPA_RLT
ACTVT: 03 Role: BUP002, CRM000, CRM002, CRM003, CRM004, ZCRM000 (the user is authorized to display six all roles)
ACTVT: 01, 02 Role: BUP002 (the user is authorized to create a business partner only in BUP002 role. He/she is authorized to change a business partner's data only if BP has role BUP002 assigned to)
CRM_BPROLE:
ACTVT: 01, 02, 03 Role: BUP002 (If BP has BUP002 role only, user is authorized to change/display BP's data)
With that authorization info, the user can still change a BP who has CRM000 (and not BUP002 role). How can I achieve that the user should have the authorization to change the BP's with role BUP002, and not BP's with other roles?
Additional experience: In the situation below, user cannot change any BP's master data.
B_BUPA_RLT
ACTVT: 03 Role: BUP002, CRM000, CRM002, CRM003, CRM004, ZCRM000 (
ACTVT: 01 Role: BUP002
CRM_BPROLE:
ACTVT: 01, 02, 03 Role: BUP002
But when I grant B_BUPA_RLT ACTVT: 02 Role: BUP002 only, I happen to come the very first situation, as he/she can change all BP's master data.

Customer Prospect in People Centric UI

Hi together,
can somebody explain to me, how to create an iView to create customer prospect in Portal?
I found two OSS-notes where I found the information, that I have to copy the BSP and to add my own view on to the customer (ie. OSS-note 712481).
In the iView "account", of the crm business package, there is called the BSP bsp_frame. In Customizing of the application CRMM_ACCOUNT (which is also defined in the iView) there is the package CRM_BSP_MODEL_IL_BP assigned. In this package I only found only the BSP-Application "crm_prn_acc_ov" - but I think this is not the account BSP.
Have anybody an idea, which BSP-Application I have to copy? Where I'll give in the new iView the information for the new BSP-Application? Which steps I have to do in customizing?
Thanks and regards
Thomas

From OSS-Note 712481:
<i>In the SAP GUI, business partner roles (BP roles) represent different views for a business partner.
This function is implemented in a different way in the People-Centric UI.
SAP delivers the "Account" and "Competitor" People-Centric UI applications with CRM Release 3.1 and CRM Release 4.0 - two views for the business partner. The "Contact person" application represents a special view for the contact person relationship of a business partner.</i>
I'm working with CRM 4.0 and Portal-Application. The proplem is, that I wan't to create(!) business partners in the role prospect (BUP002) and additional in role general (00000). SAP delivers only two iViews one to create business partners in role "sold-to" (CRM001) and one to create competitors (CRM005) (see OSS-Note).
Regards, Thomas
Message was edited by:
Thomas Blasche

Opportunity is accepting Employees as prospect

Hi All,
If I create an opportunity, I have the prospect as the main partner. My problem is that if I put an employee in the prospect field , I can save the opportunity without error.
I want the system not to accept anything other than Sold-To and Prospect . For e.g if in Quotation , I put employee as sold-to , system throws up an error.
Can anyone please help?
Thanks and regards,
Ashvini

As per your query!!!
In your T.Type--OPPTY, your main PF is Prospect ( Assuming u mentioned in ur Partner processing)
My analysis---
1--Verify your Partner processing method.
2Verify if your BP exists in the roles-Prospect + Employee
Hope this helps

Defaulting BP role in transaction BP

Hi,
I would like to default the BP role to "Sold-to" when calling transaction BP instead of the "general BP role" which is standard.
Is this possible somehow ?
thanks
Guest01

Hi,
You can achieve this using application transaction. In transaction BUSF you can check out some transactions are mentioned like BUI1. If you try using BUI1, BP will open only with role prospect. Same way you can define your own transaction for role sold to party in BUSF.
If you want other roles also should be present with this role in BP, then there is no way through customzing to get it. Instead you can use the method 'start_with_navigation of class cl_bupa_dialog_joel is used instead of calling transaction BP.For going directly to Sold to party', you need to pass the role to method start_with_navigation.
Thanks and warm reagrds,
Smita.

How to stop the changes made for the BP in CRM not to update in R/3

Hello Gurus''
we are in need of help......i have an issue...the issue is
Wht ever the changes we do in crm , need to be not updated in r/3 ....for example if we change the the language for the BP 100 in CRM, it should not update in R/3
Where as in our case the data is updateing in R/3
Here by requesting you all to help me out how to stop the updaation of some changes which are made in CRM , that should not be in R/3
Point will be given......
Regards
sreeram Raghu

Hello
Thanks for ur reply.........
We have the following business process
We create BP with role prospect in CRM, once the prospect is ready to buy the product we conver the prospet in to customer and thesame customer is replicated in R/3 fro sales.
What i am looking at is for the customer we created in CRM if we change any data that should be updated in r/3..it may be nay like name address ...language....etc.....
can u help me out...as u told me to unassig/delete the subcription:All Business partner(MESG) under that we have --
>publication>All BP(MESG)->Replication object-->Bupa_Main
>Sites-->SQ1_300
If we do this process does the issue will fix or else we need to do soem thing more...
Thanks in advance
Regards
Sreeram Raghu
+91-99 94 94 82 72

Import data of business partner with elm

Hi,
when I create a business partner, I have to fill out some mandatory fields.
Mandatory fields (SAP CRM standard fields):
name, street, house no, postal code, city
Mandatory field (field which created by us):
searchterm
I want to import data of business partner with elm. In the first step I want create a mapping format only with the mandatory fields. At this point, I get a problem. I can select all mandatory fields in the mapping field, but not the self created mandatory field u201Csearchtermu201D.
Do somebody know, what I have to do that the self created field stands in the mapping format for selection?
Thank you in advance!
Best regards
Jasmin Hauser

Hi Jasmin,
The following is the procedure to use the ELM functionality in CRM 2007:
a) Store .csv file on local machine or SAP directory (Line1 will be your field name to map for the first time)
b) Activate Work Flows in tcode: OOCU (check building block c22)
c) Enhance BADI - CRM_MKTLIST_BADI, structure CRM_MKTLIST_PER_EXT with "Z" custom fields (note this BADI is filter dependent, which means - the mapping formats created needs to be added in this BADI to function)
d) Define List type and Origin in customizing (SPRO-CRM-MKT-ELM)
e) Create Mapping Format (WEBUI -> MKT_Professional business role)
f) Add Mapping Format to BADI (CRM_MKTLIST_BADI)(tcode-se19. Note: Deactivate the BADI before adding Mapping Format and Activate BADI again)
g) Implement SAP Note: 915015 to create the ELM Members in business partner role "Prospect"
h) Create the External List (WEBUI->MKT_Professional business role). Use the mapping format created, make sure that your .csv file don't not have the fields name, data to upload should be in the same order as mapping format fields)
Cheers,
Peter J.

Sales area Upload CRM to SAP R/3 Middleware

Dear SDN team,
We are facing a Unique Isssue when replicating a Sales area data of a BP from CRM to SAP R/3 .
The versions are SAP CRM 5.2 and SAP R/3 4.6c
Problem : We have created a BP with Role "Prospect" initially in CRM and added a Sales area to same using CRM Web UI. Now we upgrade the Prospect to a Role "Sold to Party" and later deleted the old Prospect role .
Through Middleware Delta events , the Business Partner in Role "sold to party" is successfully getting replicated to SAP R/3 system with General data .
But the Sales area is missing . Why is this ??
One more point is that , when we manually change the Sales area in CRM again and save the changes made , the Sales area is flowing into SAP R/3 system automatically . this is strange for us !!
Why is the Sales area not getting replicated into SAP R/3 system automatically whereas the General data of the BP is getting replicated ??
Please help us ..Point will be rewarded for the correct answer.
Regards
Ritvij

Hi Manohar,
Thanks for the Information .
Please tell me which report i need run daily to update the Org structure ??
Is it HRBCI_ATTRIBUTES_BUFFER_UPDATE report in CRM system ??
If im wrong , please tell me the correct Report name ..
Full points will be awarded if the answer is correct .
Regards
Ritvij

BP Role 'Prospect'

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