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How to Create Master Data in SAP BRIM

If you've taken the first steps to SAP Billing and Revenue Innovation Management (SAP BRIM), you'll be ready to create SAP BRIM master data. In this post, we'll be using a few fictional companies as a case study for doing just this.

 

We will create the following master data objects:

  • Organizational structure
  • Business partner
  • Business agreement
  • Product

Creating Organizational Structure

The organizational unit is a hierarchical structure within an organization set up with different levels, each with its own functionality. As a preliminary step to create any transactions, it is mandatory that the organizational units are created in SAP CRM.

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They can be replicated from SAP S/4HANA so that they are in sync or can be created manually and aligned to each other as a post activity.

 

For our example, we will create an organizational structure manually and align it to the organization unit in SAP S/4HANA.

 

First, create the root organization directly in the SAP CRM web UI. You can add additional organizational units as needed. Proceed as follows:

 

  1. Log into the SAP CRM web UI via Transaction WUI_SSO or via the SAP BRIM, subscription order management URL if one is provided by your system administrator.
  2. Select the PROV-SALES
  3. Click Sales Operations in the left pane.
  4. Click the Organizational Model link, then click Root Organizational Unit.
  5. Enter the name of the root organizational unit and the following details (as shown below):
    1. General Data
    2. Address
    3. Valid From and To 

Because this is a root organization, leave the functions unassigned.

 

Root Organization Unit:Martex Company 

 

  1. Select the newly created root organizational unit, then click Organizational Unit to create a new organizational unit.
  2. Enter the name of the root organizational unit and the following details and save; this will add a subordinate organization to the root organization (as shown below): 
    1. General Data
    2. Address
    3. Valid From and To
    4. Functions
    5. Attributes 

The function activation ensures the type of organization this unit is set to function as. For this example, set the type as a sales organization.

 

The attributes define the specific values that this sales organization will possess during run time.

 

Martex Sales Organization 

 

  1. Enter the attributes for the sales organization as shown in the next figure. 

Martex Sales Organization Attributes 


  1. Assign the Martex Sales Organization to the SAP S/4HANA Sales Organization. This can be done by entering Transaction PPOMA_CRM in the SAP GUI.
  2. Select the Martex Sales Organization and select the Function tab (as shown in the following figure). Here you assign the sales organizations replicated from SAP S/4HANA. 

Martex Sales Organization with SAP ERP Sales Org Assignment

 

Creating Business Partner

In this section, you will create two business partners to serve as your end customer and your vendor: 

  • McFarland Systems will be your customer (sold-to party), a consumer of services from Martex.
  • Loren Systems will be the partner/vendor that supplies services to Martex, which in turn sells those services to McFarland Systems. 

You create business partners directly in the SAP CRM web UI (as shown in the next two figures below). Proceed as follows: 

  1. Log into the SAP CRM web UI using Transaction WUI_SSO or the SAP BRIM, subscription order management URL if one is provided by your system administrator.
  2. Select the PROV-SALES
  3. Click Account Management in the left pane.
  4. Click Create Corporate Account under the Create
  5. Enter all the necessary details as shown in the second figure below and save.
  6. Perform the same steps to create Loren Systems (see figures three and four below). 

Business Partner Details: McFarland Systems, Screen 1

2

Business Partner Details: McFarland Systems, Screen 2

 

Business Partner Details: Loren Systems, Screen 1

 

Business Partner Details: Loren Systems, Screen 2

 

Creating Business Agreements 

In this section, you will create two business agreements for the two business partners created earlier. Business agreements cannot be created as standalone objects; they are always created for a business partner.

 

You create business agreements directly in the SAP CRM web UI, as follows: 

  1. Log into the SAP CRM web UI using Transaction WUI_SSO or the SAP BRIM, subscription order management URL if one is provided by your system administrator.
  2. Select the PROV-SALES
  3. Click Account Management in the left pane.
  4. Click Create Business Agreement under the Create
  5. Select the McFarland Systems business partner.
  6. Select the business agreement class (Customer) and payment terms.
  7. Enter all the necessary details as shown in the first figure below and save.
  8. Perform the same steps to create a business agreement for Loren Systems (as shown in in the second figure). Assign the business agreement belonging to the Vendor business agreement class.2

Business Agreement for McFarland Systems

 

Business Agreement for Loren Systems

 

Creating and Mapping Products 

A product is considered master data. You use it in the line item in the order, and it behaves similarly to a regular sales and distribution or SAP CRM sales order. Although your product creation follows a standard process, you adapt it to function as a subscription product. This adaption is crucial to how this product will work.

 

Conclusion

When getting SAP BRIM set up, an important piece of the equation is creating master data. This post showed you how to create four important pieces of this data.

 

Editor’s note: This post has been adapted from a section of the book SAP Billing and Revenue Innovation Management: Functionality and Configuration by Maniprakash Balasubramanian, Chaitanaya Desai, Sheikna Kulam, Chun Wei Ooi, Rakesh Rajagopal, Clement Sanjivi, and Andreas Tan.

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