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Business Case

If you don’t use error tolerant search and duplicate check provided by SAP with mySAP CRM AddOn for Service Industries, CRM 5.0 or available from SAP Partners (Search for Sulution Category: “Address Services” in the Partner Information Center) it will happen that you get duplicate business partner entries. To clean them up you can use transaction BUPA_CLEAR in your mySAP CRM system.

Documentation

The documentation on Data Cleansing is available in the SAP Help Portal.

Customizing

Activate Duplicate Check Index Pool

Start transaction SPRO, open the SAP Reference IMG and navigate to SAP Web Application Server -> SAP Web Application Server -> Basis Services -> Address Management -> Activate Duplicate Check Index Pool:

To clean up Organizations this setting is fine. With the threshold setting you can define the percentage when record is identified as a duplicate. The value depends on the tool which implements the duplicate index.

Maintain Number Ranges

Next navigate to Cross-Application Components -> SAP Business Partner -> Data Cleansing -> Maintain Number Ranges in the IMG:

Enter the object name COM_CLEAR in the Number Range Object Maintenance and choose the pushbutton Number Ranges. Choose the pushbutton Change Intervals to maintain the number range interval. Create the number range interval 01 with internal number assignment and save your entries:

Define Priorities

Now go to Cross-Application Components -> SAP Business Partner -> Data Cleansing -> Define Priorities if you want to change the default:

Activate Duplicate Cleansing

As the last step in customizing check out Cross-Application Components -> SAP Business Partner -> Data Cleansing -> Activate Duplicate Cleansing:

Set Dependent to X to look up dependent Business Objects.

Correct Where-Used List View variant CLEARING

Unfortunately the default delivery comes with a error in the where-used list view variant CLEARING. This error causes the message “Customizing not avaliable (Table TBZ5*) when you leave the transaction BUPA_CLEAR. The solution is to start transaction BUSWU02 and double click on the View variant CLEARING:

On the right hand side click on the folder without description and click on the “Delete node” button:

Create cleansing case

Now we’re ready to create our first cleansing case. Start transaction BP and search for the business partners which you know that they are duplicates. In my Example it’s the “Metzgerei Grundner” (Butchery of my mother in law):

Mark both business partners and right click on them. Choose “Create data cleansing case” from the context menu:

In the next window you can enter additional information for this case like a Note and Priority:

When you confirm the window you will get a message that the clearing case was created:

Process cleansing case

Leave transaction BP and start transaction BUPA_CLEAR. Here you can do a search for the just created cleansing case. Double click on it and you will get this window asking if determination of referencing objects should be started. Please answer “Yes” to get all references.

Both partners are now opened side by side and you can use drag & drop to move i. e. business transactions from one partner to another:

In Part 2 I show how to create cleansing cases from external sources.

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54 Comments

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  1. Micha Van Nijen
    Hi,

    Nice overview.

    I have a question. Is it possible to assign cases from case management also via data cleansing?? And if so how can I achieve this??

    Thanks in advance,

    Micha Van Nijen

    (0) 
    1. Gregor Wolf Post author
      Hello Micha,

      sorry for the late reply. I don’t think that it is possible to create or assign cleansing cases form the case management.

      Regards
      Gregor

      (0) 
  2. Micha Van Nijen
    Hi,

    Nice overview.

    I have a question. Is it possible to assign cases from case management also via data cleansing?? And if so how can I achieve this??

    Thanks in advance,

    Micha Van Nijen

    (0) 
    1. Gregor Wolf Post author
      Hello Micha,

      sorry for the late reply. I don’t think that it is possible to create or assign cleansing cases form the case management.

      Regards
      Gregor

      (0) 
  3. Micha Van Nijen
    Hi,

    Nice overview.

    I have a question. Is it possible to assign cases from case management also via data cleansing?? And if so how can I achieve this??

    Thanks in advance,

    Micha Van Nijen

    (0) 
    1. Gregor Wolf Post author
      Hello Micha,

      sorry for the late reply. I don’t think that it is possible to create or assign cleansing cases form the case management.

      Regards
      Gregor

      (0) 
  4. Hello Gregor,

    You are talking about duplicate check available in CRM5.0?

    The only duplciate check I found is for contact person but nothing for orgranisations for example.

    We need a third-party tool for this.

    Or Am I wrong?

    Regards,
    Fred

    (0) 
    1. Gregor Wolf Post author
      Hi Fred,

      the customizing was done in CRM 4.0. But I’ve just had a look into our upgraded CRM 5.0 and the Transaction BUPA_CLEAR does work as before. Only our custom search for R/3 documents does not work.

      Regards
      Gregor

      (0) 
  5. Hello Gregor,

    You are talking about duplicate check available in CRM5.0?

    The only duplciate check I found is for contact person but nothing for orgranisations for example.

    We need a third-party tool for this.

    Or Am I wrong?

    Regards,
    Fred

    (0) 
    1. Gregor Wolf Post author
      Hi Fred,

      the customizing was done in CRM 4.0. But I’ve just had a look into our upgraded CRM 5.0 and the Transaction BUPA_CLEAR does work as before. Only our custom search for R/3 documents does not work.

      Regards
      Gregor

      (0) 
  6. Hello Gregor,

    You are talking about duplicate check available in CRM5.0?

    The only duplciate check I found is for contact person but nothing for orgranisations for example.

    We need a third-party tool for this.

    Or Am I wrong?

    Regards,
    Fred

    (0) 
    1. Gregor Wolf Post author
      Hi Fred,

      the customizing was done in CRM 4.0. But I’ve just had a look into our upgraded CRM 5.0 and the Transaction BUPA_CLEAR does work as before. Only our custom search for R/3 documents does not work.

      Regards
      Gregor

      (0) 
  7. Ricardo Pereira
    Hello Gregor, thanks for the overview. I would like to know if there is a way to check duplicate by name1/name2 before to save the transaction BP. Is there a kind of warning or some badi to check this ? I cannnot to find it.
    Tks. Ricardo P
    (0) 
  8. Ricardo Pereira
    Hello Gregor, thanks for the overview. I would like to know if there is a way to check duplicate by name1/name2 before to save the transaction BP. Is there a kind of warning or some badi to check this ? I cannnot to find it.
    Tks. Ricardo P
    (0) 
  9. Ricardo Pereira
    Hello Gregor, thanks for the overview. I would like to know if there is a way to check duplicate by name1/name2 before to save the transaction BP. Is there a kind of warning or some badi to check this ? I cannnot to find it.
    Tks. Ricardo P
    (0) 
  10. Lyda Osorio
    Hi,

    Procedure for data cleasing work fine, but If I tried to marge document for two business partner, and one (old business partner), only have one document (example activity), I only obtain the message :Clipboard does not contain any data, and I can’t merge the document.

    How can I solve this problem?

    (0) 
        1. Alan Rumpf
          This is a simple one. You have to drag the FOLDER ICON to the appropriate place on the other screen. Simply dragging the title of the object is not enough. Felt stupid when I stumbled across the fix to this one.
          (0) 
  11. Lyda Osorio
    Hi,

    Procedure for data cleasing work fine, but If I tried to marge document for two business partner, and one (old business partner), only have one document (example activity), I only obtain the message :Clipboard does not contain any data, and I can’t merge the document.

    How can I solve this problem?

    (0) 
        1. Alan Rumpf
          This is a simple one. You have to drag the FOLDER ICON to the appropriate place on the other screen. Simply dragging the title of the object is not enough. Felt stupid when I stumbled across the fix to this one.
          (0) 
  12. Lyda Osorio
    Hi,

    Procedure for data cleasing work fine, but If I tried to marge document for two business partner, and one (old business partner), only have one document (example activity), I only obtain the message :Clipboard does not contain any data, and I can’t merge the document.

    How can I solve this problem?

    (0) 
        1. Alan Rumpf
          This is a simple one. You have to drag the FOLDER ICON to the appropriate place on the other screen. Simply dragging the title of the object is not enough. Felt stupid when I stumbled across the fix to this one.
          (0) 
  13. Hi Gregor, is it possible to configure for BUPA_CLEAR to show the relationships that exist for the duplicate records? And if so, to move those relationships at all? Or is this best done manually? Thanks for a very helpful blog.
    Cara
    (0) 
    1. Gregor Wolf Post author
      Hi Cara,

      yes, the BUPA_CLEAR transaction also shows the relationships i.e. Contact Persons if they exist and you can move them from one Business Partner to the other. But be aware that the Communication Data for the Contact Person, which is saved in the relationship is lost.

      Best regards
      Gregor

      (0) 
      1. Alan Rumpf
        Gregor,

        Can you please explain furthur how to move relationships with Contact Persons.  It doesn’t seem to show up as one of the objects to drag from one business partner to another.

        Thanks,
        -Alan

        (0) 
        1. Alan Rumpf
          Just replying to my own query for anyone who runs across this:

          It looks we can add ‘Contact Persons’ as one of the nodes in the BUPA_Clear transaction by implementing Note 436465 – Data cleansing: Activate missing objects  You need access to transactions BUSWU01 and BUSWU02  ( Re: Data Cleansing : Contact Person Node not appearing Go to this thread for detailed description. Pay close attention to the third post on what objects need to be changed)

          (0) 
  14. Hi Gregor, is it possible to configure for BUPA_CLEAR to show the relationships that exist for the duplicate records? And if so, to move those relationships at all? Or is this best done manually? Thanks for a very helpful blog.
    Cara
    (0) 
    1. Gregor Wolf Post author
      Hi Cara,

      yes, the BUPA_CLEAR transaction also shows the relationships i.e. Contact Persons if they exist and you can move them from one Business Partner to the other. But be aware that the Communication Data for the Contact Person, which is saved in the relationship is lost.

      Best regards
      Gregor

      (0) 
      1. Alan Rumpf
        Gregor,

        Can you please explain furthur how to move relationships with Contact Persons.  It doesn’t seem to show up as one of the objects to drag from one business partner to another.

        Thanks,
        -Alan

        (0) 
        1. Alan Rumpf
          Just replying to my own query for anyone who runs across this:

          It looks we can add ‘Contact Persons’ as one of the nodes in the BUPA_Clear transaction by implementing Note 436465 – Data cleansing: Activate missing objects  You need access to transactions BUSWU01 and BUSWU02  ( Re: Data Cleansing : Contact Person Node not appearing Go to this thread for detailed description. Pay close attention to the third post on what objects need to be changed)

          (0) 
  15. Hi Gregor, is it possible to configure for BUPA_CLEAR to show the relationships that exist for the duplicate records? And if so, to move those relationships at all? Or is this best done manually? Thanks for a very helpful blog.
    Cara
    (0) 
    1. Gregor Wolf Post author
      Hi Cara,

      yes, the BUPA_CLEAR transaction also shows the relationships i.e. Contact Persons if they exist and you can move them from one Business Partner to the other. But be aware that the Communication Data for the Contact Person, which is saved in the relationship is lost.

      Best regards
      Gregor

      (0) 
      1. Alan Rumpf
        Gregor,

        Can you please explain furthur how to move relationships with Contact Persons.  It doesn’t seem to show up as one of the objects to drag from one business partner to another.

        Thanks,
        -Alan

        (0) 
        1. Alan Rumpf
          Just replying to my own query for anyone who runs across this:

          It looks we can add ‘Contact Persons’ as one of the nodes in the BUPA_Clear transaction by implementing Note 436465 – Data cleansing: Activate missing objects  You need access to transactions BUSWU01 and BUSWU02  ( Re: Data Cleansing : Contact Person Node not appearing Go to this thread for detailed description. Pay close attention to the third post on what objects need to be changed)

          (0) 
  16. Vladimir Shilov
    Hi, Gregor!

    In the Note 436465 i see standart fuctions of merge accounts. I customed list of objects in BUSWU01, BUSWU02 and i see new fields. For example: Address, Relationships e.t.c.
    I don’t see any fields what discribed in note 436465, for example mobile telephone, telephone.
    I see z-fields in general data but this don’t merged.

    How to merge telephone and z-fields?

    Best regards, Vladimir

    (0) 
  17. Vladimir Shilov
    Hi, Gregor!

    In the Note 436465 i see standart fuctions of merge accounts. I customed list of objects in BUSWU01, BUSWU02 and i see new fields. For example: Address, Relationships e.t.c.
    I don’t see any fields what discribed in note 436465, for example mobile telephone, telephone.
    I see z-fields in general data but this don’t merged.

    How to merge telephone and z-fields?

    Best regards, Vladimir

    (0) 
  18. Vladimir Shilov
    Hi, Gregor!

    In the Note 436465 i see standart fuctions of merge accounts. I customed list of objects in BUSWU01, BUSWU02 and i see new fields. For example: Address, Relationships e.t.c.
    I don’t see any fields what discribed in note 436465, for example mobile telephone, telephone.
    I see z-fields in general data but this don’t merged.

    How to merge telephone and z-fields?

    Best regards, Vladimir

    (0) 
          1. Vani stanns

            Thanks Gregor – I was under impression that we need to run this activity in the development or quality or pre-production first then we need to re-do again in production.

            What are the implications for running it direcly in production.

            Kindly advise

            (0) 
            1. Gregor Wolf Post author

              Dear Vani,

              of course you should run the cleansing first in Dev & QA to find out what implications it could have. That should be your normal testing process before you do something in production.

              Best regards

              Gregor

              (0) 
  19. Kamalika Barua

    Hi Gregor,

    I have a question. Is it possible to apply data cleansing for transactions that not editable? I keep getting an error when trying to drag and drop.”No changes possible in document/transaction”

    Thanks

    (0) 
    1. Gregor Wolf Post author

      Dear Kamilika,

      I would guess that you cant move transaction when you have no edit authorization for them.

      Best regards

      Gregor

      (0) 

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