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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 Im 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

account group which controls the information and functions that business partner can have.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. What happens to the customer number when I change an customer account group? Answer - When you change the account group (menu sequence: Sales and Distribution -> Master Data: -> Business Partner -> Customers -> Change Account Group, the customer retains their old number although the new account group is assigned to a different number range. Even when the account group is changed to a different number range, the customer number is not changed. Due to other dependencies in the system, such changes are not posssible. 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. 1 : Go to [ spro -> IMG ->Sales and Distribution -> Master Data -> Business Partners > Sales -> Define Customer Groups ]

Step No. 2 : Using new entries, create your own customer groups.

Create SAP Price list types here. You would be required to have SAP Access to practice on the same.

Maintaining Customer Groups


Use In this Customizing activity, you define customer groups that will be assigned to the relevant customers in the customer master data. Customer groups are used to apply similar listing and/or exclusion settings to a large number of customers. Procedure

1. In Customizing for Sales and Distribution, choose Master Data Business Partners Customers Sales Define Customer Groups. 2. Choose New Entries. 3. Enter the following data: Field Name CGrp User Action and Default Values
Enter an ID (2-digits) for the new customer group.

Example: Z1 Name
Enter a description for the new customer group. Example: DSD-Cust.Group

4. Save your entries.


Result Customer groups are now defined and are available for assignment in customer master records (Sales Area Data, Sales tab, and Customer Group field).

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