Customer Type Matrix

in SAP/MDG as
prerequisite

1
Customer Type Matrix in SAP and new interface filter will be rolled-out
to the live markets with technical go-live in November

SAP MDG

OneCRM

SAP
P19
3 PG1

Update/create Customer in OneCRM

Action required: Live and Lead markets to assign SAP customers with
customer type values for R2.0 SAP readiness

▪ Types and Sub-Types filled in SAP is prerequisite for

technical go-live of OneCRM
▪ Excel sheet with all relevant SAP customers will be
distributed to Business Champions
▪ Existing Customer Type and Sub-Types from OneCRM
are already pre-filled
− Business Champions to coordinate new SAP
customer type and sub-type values to be filled for all
customers
− Optional: Validation of existing Customer Type and
Sub-Types from OneCRM
▪ Types will be imported by IT into SAP & OneCRM prior
to technical go-live
 Deep-dive:
Customer Types
OneCRM & SAP

4
 1.1 Account creation
1.1.1 Account Level 4
The Customer Type Matrix segmentation

Customer types and sub-types

Customer types Customer sub-types

DISTRIBUTOR
Builders Merchant Specialist Distributor DIY Retailer Online Retailer

APPLICATOR Main Facade Insulation Flooring Ceiling Land- Fire

General Decorator Tape & Civil Plumber/
Contracto Plasterer Dryliner Contracto Contracto Contracto Carpenter Roofer Contracto Bricklayer scape Protection Tiler
Builder / Painter Jointer Engineer HVAC
r r r r r Gardener Specialist

SPECIFIER Project Developer/

Architect Planner Interior Designer House Builder Appraiser
Quantity Surveyor

PRE-
FABRICATOR Housing Prefabricator Modular Builder Timber Frame Manufacturer Container Refurbisher

INVESTOR
General Developer Public Institution Housing Association Facilities Management Private Investor

END USER
Private End User Commercial End User

INDUSTRY
OEM System Holder

OTHER (new) Sales Legal

Bonus Only Forwarding Sub- Public Customer Construction Pricing Legal Form
Employees* Representati Tenant* Knauf Plant* Charity* Requirement
Customer Statistics* Agent Contractor* Authority* Warehouse* Site* Partner* Changed
ve* *

* In SAP only, not transferred to OneCRM

 1.1 Account creation
1.1.1 Account Level 4
Distributor 0001 sold-to-party segmentation

Defining customer types and sub-types for Distributor

Distributor Distributors buy goods with the intention of reselling them.

A Builders Merchant is a general supplier of all building materials with a wide portfolio but limited products in
Builders Merchant each.

Specialist Distributors buy and resell goods while focusing on a specific area of application. They carry a very
Specialist Distributor wide range of stock in their specialist portfolio.

DIY Retailer DIY Retailer focus on the supply of end users.

Online Retailer buy goods with the purpose of reselling them through an online channel and e-commerce
Online Retailer only.
 1.1 Account creation

0001 sold-to-party (if direct buying) 1.1.1 Account Level 4

Applicator ZVAR constructor
segmentation

Defining customer types and sub-types for Applicator

Defining customer types

Applicator and sub-types
Applicators for Applicator
install and practically use building material products.

Main Contractor Main Contractors manage and lead a building project. They might engage subcontractors to provide at least parts of the work.

General Builder Generalists and Builder offer multiple types of installation services without a clear specialization in one field.

Plasterer Plasterers cover and fill all types of inside and outside walls. They might finish ceilings using plaster, colors and insulation systems.

Decorator Decorators color all kind of inside and outside walls as well as ceilings.

Tape & Jointer Tape & Jointers fill all kind of walls and ceilings inside and outside. They might also paper or install insulation systems.

Roofer Roofers install, replace and repair roofs of buildings.

Flooring Contractor Flooring Contractors build new floors in buildings or repair damaged floors.

Dryliner Dryliners clad the internal face of buildings, such as walls and ceilings using plasterboards.

Carpenter Carpenters build, shape and repair wooden objects and structures of buildings.

Ceiling Contractor Ceiling Contractors install and maintain ceilings and ceiling coverings.

Insulation Contractor Insulation contractors focus on installing insulation systems and coverings.

Bricklayer Bricklayers build walls or buildings using and laying bricks, blocks and stone.

Civil Engineering Civil engineers build and maintain public works such as roads, bridges and public buildings.

Facade Contractor Facade contractors install the external envelope of buildings.

Landscape Gardener Landscape gardeners make gardens, parks and areas around buildings.

Fire Protection Specialist Fire protection specialists focus on the application of fire safety, protection, prevention and suppression products and systems.

Plumber Reparation of pipes, fittings, and other apparatus of water supply, sanitation, or heating systems..
 1.1 Account creation

Not in SAP / MDG 1.1.1 Account Level 4

Specifier segmentation

Defining customer types and sub-types for Specifier

Specifiers design, plan and describe/prescribe products and solutions as well as supervise the construction
Specifier of new buildings.

Architect Architects design and supervise the construction of commercial and residential buildings.

Planner Planners develop the execution of general design plans as well as technical specifications of buildings.

Interior Designer Interior designers plan the internal finishes of buildings (e.g., layout, colors, materials)

House builders specify and manage buildings for private end-users based on standardized or customized
House Builder models.

Project Developer/ Quantity surveyors are responsible for managing all aspects of the contractual and financial side of
Quantity Surveyor construction projects, i.e. ensuring that the project is completed within its projected budget.

An Appraiser assesses the viability of a project or a applied system solution. It involves calculating the
Appraiser feasibility of the project before committing resources to it.
 1.1 Account creation
1.1.1 Account Level 4
Prefabricator 0001 sold-to-party segmentation

Defining customer types and sub-types for Prefabricator

Prefabricators produce buildings or objects built in parts and modules which have been made in factory and
Prefabricator can be put together quickly on-site.

Housing Prefabricators provide residential homes and standard sections manufactured off-site in advance
Housing Prefabricator and that can be easily shipped and assembled on-site.

Timber Frame Manufacturers use off-site and prefabricated external and internal stud walls, floor joists and
Timber Frame Constructor roof trusses to form the complete structural frame of buildings.

Modular Builders focus on prefabricated buildings that consist of repeated sections (= modules), which are
Modular Builder produced off-site, transported to the intended site and completed on-site.

Container Refurbishers modify, repair and customize used shipping containers to offices, workshops, stores,
Container Refurbisher accommodation or other special application.
 1.1 Account creation
1.1.1 Account Level 4
Investor ZWBG / ZGEN segmentation

Defining customer types and sub-types for Investor

Investor Investors finance building projects primarily to make profit or receive interest.

General Developer General Developers build, buy or develop houses, land, stores, offices, etc. to sell or rent them for profit.

Public Institutions are backed through governmental funds and instruct the construction of buildings to cover
Public Institution public needs (e.g. hospitals, schools, offices).

Housing Associations own, rent or sell houses to their members typically at a low price and without the
Housing Association intention of making profit.

Facilities Management companies are profit-oriented, operate and maintain commercial and residential
Facilities Management buildings.

Private Investors are individuals who finance buildings to make profit or receive interest.
 1.1 Account creation

Not in SAP / MDG 1.1.1 Account Level 4

End User segmentation

Defining customer types and sub-types for End User

End user End users inhabit, own, rent or freely dispose of buildings.

Private End User Private end users inhabit, own or rent a residential building.

Commercial End User Commercial end users utilize, own or rent a commercial building.
 1.1 Account creation
1.1.1 Account Level 4
Industry 0001 sold-to-party segmentation

Defining customer types and sub-types for Industry

Industry Industrial companies buy our products to use as a component in their products.

OEM OEM produce parts, systems and products as well as sell them under their own name.

System holders own rights or licenses to sell kits consisting of specified prefabricated components (e.g.
System Holder insulation, profiles, plasterboards, accessories) being applied directly to the wall or facade.
 1.1 Account creation
Other 1.1.1 Account
segmentation
Level 4

Defining
Othercustomer types and
SAP sub-types
specific for Applicator
Customer Types Example
Customer number in SAP needed for partner functions to build up the customer hierarchy 1A 10000214 Baywa AG (Gesamt)
Bonus Customer for reporting (BW) and rebate handling 1B 10001379 BayWa AG Zentrale

Only Statistics Only used for statistical reasons in reporting to aggregate data on higher level 10006602 Intercompany Deutschland

Employees Own employee needed in case of own employee buys at Knauf 41000231 - Account group ZEMP

Customer number in SAP needed for partner functions to assign a sales representative to
Sales Representative customers for reporting etc.
80000393 (ADM AMF Grafenau) - Account group ZVER

Tenant A natural person renting a flat owned by Knauf 10008228

Forwarding Agent Customer number in SAP needed to debit e.g. transport damages, loading securing, etc. 10003214 Meidel Spedition Markt Einersheim

Customer number in SAP needed as ship-to party address to deliver components for sub-
Sub-Contractor contracting
10152931 J K Coating

Public Authority Public authority, e.g. financial authority, customs authority 10126199 IRAK KONSOLOSLUGU

10001806 BayWa AG Dachau (alternative ship-to for BayWa

Customer Warehouse Customer number in SAP needed in case of only ship-to party address
Munich)
10000324 Knauf Stadtoldendorf (account group 0002)
Knauf Plant Knauf Plant needed in SAP as ship-to party address
99000023 Knauf Stadtoldendorf (account group ZLAG)
Because of legal requirment in some countries construction sites need to be created as 10018478 CL Bodega Matta
Construction Site customer code in SAP 3210870 FR CH. STE RAIMOND

Charity Non-profit organisations which receive goods from Knauf 10137159 Kindergarten Herbolzheim

For legal reasons a second customer code was created to split revenues ex columbia and
Legal Requirement to columbia
P073201 Knauf de Colombia SAS

Pricing was not aligned as part of GTI for P19. Therefore on P19 customer codes are
Pricing Partner created for pricing reasons. Partner function ZI
20785 profipluswest GmbH (PP)

Old inactive customer, when new customer number due to change of company name was
Legal Form Changed created
Beispiel
 1.1 Account creation
Account groups and account types MDG 1.1.1 Account
segmentation
Level 4

Accounting group Group description Account Type

0001 Sold-to-party Distributor
0001 Sold-to-party Industry
0001 Sold-to-party Prefabricator
0001 Sold-to-party Applicator (Direct Buying)
0001 Sold-to-party Others
ZVAR Constructor Applicator
ZVAR Constructor Others
INTG Partner customer Knauf Company
INTG Partner customer Others
ZWBG Housing society Investor
ZWBG Housing society Others
ZGEN General contractor Investor
ZGEN General contractor Others
 How-to set customer
Type and Sub-Type in
MDG

15
 Customer Type Matrix in MDG

In MDG you‘ll find the customer type matrix at the customer section in
the business partner

1 16
 Customer Type Matrix in MDG

First the accounting group is chosen

1 17
 Customer Type Matrix in MDG

Depending on the accounting group you see the possible types:

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 Customer Type Matrix in MDG

Depending on the type you see the possible Sub-types:

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 Customer Type Matrix in MDG

Per Accounting group you see different types and sub-types

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 Customer Type Matrix in MDG

Per Accounting group you see different types and sub-types

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