SAP: Customer Master Account Groups and Partner Functions – Overview

SAP customer partner functions can be confusing, especially for us GL guys who deal mostly in journal entries and rarely see any sales order action. This stuff is old hat for SD and finance guys. These are some notes on this topic as I’m trying to get my arms around the customer master. Here are notes on how our company is using the account groups/partner functions: • • VD01 is t-code for creating customers SAP is favoring the term “business partner” over customer

• First thing to understand, when talking about a Customer number in SAP, you are generally talking about a Business Partner record that has been assigned a particular account group which controls the information and functions that business partner can have. Business partners can be linked to other business partners through partner functions. • The 4 most basic partner functions are: Sold-to, Ship-to, Payer, and Bill-to

• Depending upon the account group assigned to a business partner, it can function as one or all of those partner functions for itself or any other business partner in your system • Account groups determine which fields in the customer master record are required, optional, or suppressed. By turning off certain field in an account group, you limit which partner function it can perform • The 4 basic account groups and the partner functions they generally serve:

o Sold-to (SP) account group – can function as following partner functions: Sold-to (SP), Ship-to (SH), Payer (PY), or Bill-to (BP) o o o Ship-to (SH) account group – can function as following partner functions: SH Payer (PY) account group – can function as following partner functions: PY or BP Bill-to (BP) account group – can function as following partner functions: BP or PY

Customer Account Group
The master records in the customer hierarchy are controlled by their account groups. You can use the same account groups for customer hierarchies as those used for partner determination in sales and distribution.First thing to understand, when talking about a Customer number in SAP, you are generally talking about a Business Partner record that has been assigned a particular

1 : Go to [ spro -> IMG ->Sales and Distribution -> Master Data -> Business Partners > Sales -> Define Customer Groups ] Step No. .When you change the account group (menu sequence: ‘Sales and Distribution -> Master Data: -> Business Partner -> Customers -> Change Account Group’. the customer number is not changed.Depending upon the account group assigned to a business partner. create your own customer groups.account group which controls the information and functions that business partner can have. it can function as one or all of those partner functions for itself or any other business partner in your system. The system displays the warning message F2 691: ‘Customer & not in account group (new) – number range (from) – (to)’ Customer Group How to create new Customer Groups in SAP ? – SAP Training Step No. such changes are not posssible. What happens to the customer number when I change an customer account group? Answer . Even when the account group is changed to a different number range. the customer retains their old number although the new account group is assigned to a different number range. Due to other dependencies in the system. 2 : Using new entries.

.Create SAP Price list types here. choose Master Data Business Partners  Customers  Sales  Define Customer Groups. Choose New Entries. You would be required to have SAP Access to practice on the same. Example: Z1 Name Enter a description for the new customer group. 2. In Customizing for Sales and Distribution. Customer groups are used to apply similar listing and/or exclusion settings to a large number of customers. and Customer Group field). Procedure 1. Example: DSD-Cust. you define customer groups that will be assigned to the relevant customers in the customer master data. 3. Result Customer groups are now defined and are available for assignment in customer master records (Sales Area Data. Maintaining Customer Groups Use In this Customizing activity.Group 4. Enter the following data: Field Name CGrp User Action and Default Values Enter an ID (2-digits) for the new customer group. Sales tab. Save your entries.

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