A business partner relationship represents the business connection between two business partners.
In order to create a relationship between two business partners you have to assign a business partner relationship category to the business partner relationship.
You can assign attributes to a relationship, which prevents data being stored redundantly.
You can limit a relationship in time by entering the start date and end date of the relationship. This means that it is possible to get an overview of the periods in which certain business partners were contact persons for a company, for example.
Example
You are an employee in the sales department of the company Smith p.l.c. You have made contact with Ms. Lopez at Hansen p.l.c. You would like to send her information about your existing products. You create the following business partner master data:
==> A master data record for a business partner with the name “Hansen p.l.c.” with the BP role Prospect, for which you define the required validity data. You create the central data and the address.
==> A master record for a business partner with the name “Ms. Lopez“ with the BP role Contact Person, as well the role’s validity. You create the central data, the address and the relationship “is contact person of” at Hansen p.l.c.
Three months later, Hansen p.l.c. places an order. The invoice should be sent to the parent company, Hansen and Sons, to be settled. You create the following new business partner master data:
==> You create the role Prospect and assign Hansen p.l.c. the role Sold-To Party. This role is valid from the day of the order. You create sales and shipping data for a specific sales area.
==> A master record for a business partner with the name “Hansen and Sons” with the BP roles Bill-To-Party and Payer. You create the central data, the address, the bank details and the billing data.
In order to create a relationship between two business partners you have to assign a business partner relationship category to the business partner relationship.
You can assign attributes to a relationship, which prevents data being stored redundantly.
You can limit a relationship in time by entering the start date and end date of the relationship. This means that it is possible to get an overview of the periods in which certain business partners were contact persons for a company, for example.
Example
You are an employee in the sales department of the company Smith p.l.c. You have made contact with Ms. Lopez at Hansen p.l.c. You would like to send her information about your existing products. You create the following business partner master data:
==> A master data record for a business partner with the name “Hansen p.l.c.” with the BP role Prospect, for which you define the required validity data. You create the central data and the address.
==> A master record for a business partner with the name “Ms. Lopez“ with the BP role Contact Person, as well the role’s validity. You create the central data, the address and the relationship “is contact person of” at Hansen p.l.c.
Three months later, Hansen p.l.c. places an order. The invoice should be sent to the parent company, Hansen and Sons, to be settled. You create the following new business partner master data:
==> You create the role Prospect and assign Hansen p.l.c. the role Sold-To Party. This role is valid from the day of the order. You create sales and shipping data for a specific sales area.
==> A master record for a business partner with the name “Hansen and Sons” with the BP roles Bill-To-Party and Payer. You create the central data, the address, the bank details and the billing data.
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