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Conversion to the SAP Business Partner (New) ( RELNBANK_463_CML_SAPGP )

Conversion to the SAP Business Partner (New) ( RELNBANK_463_CML_SAPGP )

SUBST_MERGE_LIST - merge external lists to one complete list with #if... logic for R3up   Addresses (Business Address Services)  
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Conversion to the SAP Business Partner (New)

Use

In Loans Management, the Treasury Business Partner is being replaced by the SAP Business Partner. The SAP Business Partner is also used in the areas of Money Market, Foreign Exchange, Derivatives and Securities. However, Real Estate Management continues to use the Treasury Business Partner in the appropriate applications under its new name Real Estate Business Partner. Loans Management now only uses the Real Estate Business Partner for the land register. You can now find the land register in Loans Management → Master Data → Objects.

The SAP Business Partner covers all of the functions provided by the Treasury Business Partner and has some new features. Differences between the former Treasury Business Partner and the new SAP Business Partner can be found in the application functions for processing business partner data, the role concept and the integration of addresses and bank details. The SAP Business Partner also provides the following:

  • The new Business Partner is extended so that users can also maintain their own company data.
  • The structure of fields in the Business Partner can be changed in Customizing by using Drag and Drop.
  • Business Partner relationships can be maintained in a separate transaction.
  • A new search help function can be extended by the user.
  • The partner-object relationship tool means that you can now create new partners or assign additional partners in specific roles for a given period directly from the loan screen itself.
  • The link from a customer account to the Business Partner is more flexibile. Users can now enter bank details in the Business Partner without having to assign a customer account.

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

The conversion to the SAP Business Partner is completed in a single step in Loans Management (see also the Release Note Transaction Manager for Release Banking 4.62/CFM 1.0). You make the required settings in the Loans IMG in Basic Settings →SAP Business Partner for Financial Services

Before you can convert the Treasury Business Partner data, you need to make the Customizing settings for the SAP Business Partner and the settings for the assignment Customizing between the Treasury Business Partner and the SAP Business Partner. User-support reports from the conversion program are available during the structuring of these Customizing settings.

You then convert the Treasury Business Partner to the SAP Business Partner using the reports controlled in the Customizing settings for the conversion. These reports need to be executed manually before you can go live with the system after the release upgrade. Loans Management then applies the SAP Business Partner. To simplify the conversion, SAP recommends that you structure the Business Partner numbering in exactly the same way as in the old Business Partner, where possible. You can now only use the Real Estate Business Partner to use the land register.

Further Information

For further information on the Conversion to the SAP Business Partner refer to the SAP Library, SAP Banking → Loans Mangement → Master Data → SAP Business Partner. This also contains extensive documentation on the concept and use of the SAP Business Partner and the differences between the SAP Business Partner and the Treasury Business Partner.

Refer also to the documentation on the individual IMG activities and the Release Note Release Workflow/Agent Assignment.






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This documentation is copyright by SAP AG.

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