Quick Creation of Business Partner
- proaxia
Analytics
Creating business partners can be a lengthy process. However, you can quickly create business partners by using a reference business partner. A reference business partner is a template that you use to create business partners. The system uses the reference business partner to fill the master data and partner fields with default values.
You can use this quick creation function in several VSS transactions, for example the VSS Order Cockpit and the VSS Vehicle Master.
Prerequisites
You must create reference business partners.
You can create several reference business partners. You can define different criteria for reference business partners, and specify an access sequence. The system uses the access sequence to determine which reference business partner it uses to create a new customer.
Activities
Several transactions in VSS have the Customer pushbutton. If you choose Customer, the system displays the Create Customer with Reference dialog box.
Enter data in all of the following relevant fields:
Customer Type | Select a person or company. The system enters default information in the Customer role depending on your settings for the reference business partner data. You can maintain the customer roles using the BAdI /DBE/CU_BP_QUICK_ROLES. In the Customer field, enter the name of the customer. |
| Organizational Data | Enter the required information in the fields Sales Org., Distr. Channel, and Division. |
| Reference | The system enters default information in the Reference Customer field depending on the criteria tables and the conditional processing set in Customizing. |
Example
- Choose transaction /DBE/ORDER.
- Choose Customer.
- In the Create Customer with Reference dialog box, enter information in all the relevant fields. The system enters some information by default based on your customizing settings and your customized reference business partner data.
- Maintain Sales and Distribution data for the Customer role. Select a Distribution Channel and a Division.
- Choose Continue.
- The Address data dialog box appears. This is the same dialog box that appears when you create a business partner in the normal way.
Enter all the relevant data. - Choose Save.