# SAP Business Partner CVI Conversion Worksheet

> Source: https://netray.co/tools/sap-business-partner-cvi-conversion-worksheet
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

Plan customer and vendor master conversion to Business Partner with record counts, error rates and cleanup effort per company code or account group.

## Category

sap

## Erp

SAP S/4HANA

## Audience

- SAP data migration lead
- SAP master data manager
- SAP functional consultant

## Tool

**Kind:** worksheet

**Mode:** editable

**Columns:**

#### Account group / scope

**Key:** group

**Type:** text

#### Master type

**Key:** kind

**Type:** select

**Options:**

- Customer
- Vendor
- Both (customer and vendor)

#### Records

**Key:** total

**Type:** number

**Format:** integer

#### Blocked or flagged for deletion

**Key:** blocked

**Type:** number

**Format:** integer

#### Records with sync errors

**Key:** errors

**Type:** number

**Format:** integer

#### Active records

**Key:** active

**Type:** number

**Expr:** total - blocked

**Format:** integer

#### Error rate

**Key:** error_pct

**Type:** number

**Expr:** if(gt(total,0), errors / total * 100, 0)

**Format:** percent

#### Minutes to fix one record

**Key:** mins_fix

**Type:** number

**Unit:** min

#### Cleanup effort

**Key:** hours

**Type:** number

**Expr:** errors * mins_fix / 60

**Format:** hours

#### Data owner

**Key:** owner

**Type:** text

#### Status

**Key:** status

**Type:** select

**Options:**

- Not started
- Analysis
- Cleansing
- Ready
- Loaded

**Rows:**

**Group:** Trade customers (sold-to)

**Kind:** Customer

**Total:** 4200

**Blocked:** 600

**Errors:** 180

**Mins fix:** 8

**Owner:** Sales operations

**Status:** Analysis

**Group:** Domestic vendors

**Kind:** Vendor

**Total:** 3100

**Blocked:** 900

**Errors:** 240

**Mins fix:** 10

**Owner:** Procurement

**Status:** Cleansing

**Group:** Customers that are also vendors

**Kind:** Both (customer and vendor)

**Total:** 210

**Blocked:** 15

**Errors:** 60

**Mins fix:** 20

**Owner:** Finance

**Status:** Analysis

**Group:** One-time accounts

**Kind:** Customer

**Total:** 85

**Blocked:** 10

**Errors:** 5

**Mins fix:** 5

**Owner:** Finance

**Status:** Ready

**Totals:**

#### Total records

**Key:** total

**Agg:** sum

**Format:** integer

#### Records with errors

**Key:** errors

**Agg:** sum

**Format:** integer

#### Total cleanup effort

**Key:** hours

**Agg:** sum

**Format:** hours

**Summary:**

#### Overall error rate

**Key:** overall_error

**Expr:** if(gt(sum_total,0), sum_errors / sum_total * 100, 0)

**Format:** percent

#### Cleanup effort in person-days (7.5 h)

**Key:** days

**Expr:** sum_hours / 7.5

**Format:** decimal

**Notes:** In S/4HANA the Business Partner is the leading master record for customers and vendors, and Customer/Vendor Integration (CVI) keeps the classic customer and supplier records in sync. Counts here come from your own system analysis, such as pre-checks, not from this sheet.

## Content

**Intro:** In S/4HANA, customers and vendors are maintained through the Business Partner, and the conversion exposes years of duplicate and inconsistent master data. This worksheet helps you size and track the cleanup by account group.

**Sections:**

#### How to use the worksheet

**Body:** Run the master data pre-checks delivered with the conversion tooling and your own queries, then enter one row per account group or scope. Record total records, blocked or deletion-flagged records and records with synchronization errors. Estimate minutes needed to fix one record, and the sheet calculates hours and days of cleanup. Assign each row to a data owner.

**Bullets:**

- Archive or delete blocked records before conversion
- Fix errors in the source system, not after load
- Separate customers that are also vendors
- Re-run pre-checks after each cleansing wave

#### Why the Business Partner matters

**Body:** S/4HANA uses the Business Partner as the single master for parties, with roles for customer and supplier. Customer/Vendor Integration synchronizes it with the classic customer and vendor tables for legacy processes. Conversion creates a business partner for each existing customer and vendor, and where the same party exists as both, the records should be linked through one partner. Errors usually come from missing mandatory fields, invalid country or region data, or unmapped number ranges.

#### Reading the results

**Body:** Error rate shows where cleansing pays off. Cleanup effort shows the people-time needed, which often runs into weeks for large datasets. High rates in customers that are also vendors suggest manual matching. Use the status column in the weekly data migration meeting to keep ownership visible.

#### Common mistakes

**Body:** Teams leave data cleansing to the last month and convert dirty data as is. Others ignore number range and grouping decisions, which are hard to change after go-live. Decide the target number range strategy early, and test the conversion on a full copy of production data.

**Cta:** Netray can run duplicate and consistency analysis across your customer and vendor masters on-premise, and propose matches for your team to approve.

**Faq:**

#### What is CVI in SAP?

**Answer:** Customer/Vendor Integration is the synchronization between the Business Partner and the classic customer and vendor master records. It is required in S/4HANA conversions and is checked before the conversion proceeds.

#### Is Business Partner conversion mandatory?

**Answer:** Yes. In S/4HANA the Business Partner is the leading object for customers and vendors, so existing records must be converted. Plan the preparation and cleansing well ahead of cutover.

#### Should I delete old customers first?

**Answer:** Archive or delete records that are obsolete and have no open items or history requirements, according to your retention policy. Fewer records mean fewer errors and a faster conversion.

#### How do I get the counts?

**Answer:** Use the pre-checks delivered for the conversion and your own table counts by account group. Names of reports differ by release, so follow the guide for your target version.

## Search terms

sap cvi business partner conversion, customer vendor integration s4hana worksheet, sap business partner migration checklist, s4hana business partner cleanup excel, sap bp conversion errors, sap customer vendor master cleanup

---
Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json