I have several questions.
1) While creating a business partner in CRM enterprise, it asked for BP role.
I created it with a role prospect. Later on, this partner has given me some business. Shall I create a new record for this business partner or change the existing partner record like a 'prospect to sell to party'.
2) Who creates the business partners?
Is it an end user or a functional consultant?
For example, if I created a prospect in CRM enterprise on production server and in due course, this business partner have given me some business.
Shall I create a new BP record of role sold to party or change the existing record from BP role prospect to BP sold to party?
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Suggested answer:
It depends on specific situations and required functionalities.
If you are talking about a project mode where you as a consultant are customizing and developing, for example CRM online, you might want to have a master data to test your configuration. In that case, you probably will create some of your own master data simply to test everything you are configuring (development system).
On a production system however, it is usually the end user who creates the master data, such as business partners, products, etc.
The company however should decide if for example every sale should be able to create new prospects/customers in the system, or if this should happen via a single point of entry (1 team responsible for creating and maintaining master data).
You would have to change the classification of the business partner (see tab page classification hours) from prospect to customer.
Again, where you do it depends on your setup. Which system is leading (CRM or S/4 HANA SAP) and who are prospects or customers replicated from one system to the other.
