Contents

Introduction .................................................................................................................................................. 2 Customizing................................................................................................................................................... 2 Account group customizing ...................................................................................................................... 2 Transaction dependent field control ........................................................................................................ 7 Priority: Transaction dependent screen or account group? ....................................................................... 12

Introduction
Some time back we discussed about how you can set material master fields visible, hidden or mandatory (Click here to view that). In the same manner you can control fields appear in the customer master as well. This is done at the "Account Group" level of the customer master. Therefore the setting that you do under a specific account group apply to all customers you create with that account group. In addition to that, you can control field settings based on the transaction (Create / Change / Display) as well. Let's see how you can configure above using standard SAP customizing.

Customizing
Account group customizing
Under below IMG path you can control field settings for relevant account group. IMG Path:

Double click on the relevant account group or else select the relevant line and click on the button (For testing, I will use account group 0001 - Sold to Party)

Once you go in, you should be able to see three button options appear under "Field Status" section. These 3 buttons represent different views you see in the customer master.

In the customer master creation (Transaction: XD01), you see same as different buttons

If you click on any button in the account group (Eg: General Data), you will see same tab options appear in the customer master (In my case, it is General data) under "Select Group" section

By double clicking on each group, you can go in to details of each section. For example, if I double click on "Address" section, you see below;

These are same as fields that you see in the General Data / Address tab

The four columns appear in the customizing, is to control whether a specific field to be hidden, Mandatory, optional or Display only. Field controls are as follows; o Suppress - Field will be hidden for data entry o Req. Entry - Field will be mandatory o Opt. entry - Field will be optional for data entry o Display - Field will be only for display purpose. No data entry possible. As you see above, the field "House No/street" is appears in the customer master. If the business is not planned to use this field, then you can hide (Suppress) this field from the screen by selecting "Suppress" against field "Street"

Now if you try to create a customer master with account group 0001 - Sold to Party, you will not see that field any more

Based on your specific business requirements, you can control customer master fields as above.

Transaction dependent field control
 For customer master create / change and display, you have below transactions available. o XD01 - Create Customer (Centrally) o XD02 - Change Customer (Centrally) o XD03 - Display Customer (Centrally) o VD01 - Create Customer (Sales) o VD02 - Change Customer (Sales) o VD03 - Display Customer (Sales) It is possible to control fields based on above transactions in SAP. You can do it under below IMG Path;

IMG Path:

  

Let's say I want "House No/street" field to be appear in the "XD01" transaction and not in the "VD01" transaction. You can set it accordingly under this IMG path. In order to appear in "XD01" transaction, double click on the "Create Customer (Centrally)" line. Like in the "Account Group" field selection, here also you can see 3 button options for each view

 

Since "House No/street" field appear in the "General data" of the customer master, I have to go in to that section by double clicking the "General data" button Double click on the "Address" section as the field is located there in the customer master

I will make it as a mandatory field for transaction "XD01" by selecting "Req. entry" button

Now if I go to "XD01" transaction, I will get this field as mandatory

Now to set this field "Hidden" in "VD01" transaction, I have to go to "Create Customer (Sales)" option

Go to General data as the field is under "General data" in the customer master

Go to "Address" section

Make the "Street" field "Hidden"

Save it

Now you try to create a customer using transaction "VD01", I don't see that field any more

Priority: Transaction dependent screen or account group?
Below matrix will explain who gets priority based on the configuration you have done in the account group and the transactional dependent screens.

Note: If you enable any new field in the customizing, please make sure you check same settings in the transactional dependent field control customizing as well. You need to keep both customizing in sync.

Author: Anupa Wijesinghe E-Mail: anupaw@gmail.com / anupaw@learnsaptips.com Website: www.learnsaptips.com View my profile in LinkedIn Follow me on Twitter