on 09-18-2007 9:09 AM
Hi friends,
Kindly provide info on Customer Hierarchy, Its importance, Use, Complete configuration steps with its testing during creating order any transaction.
I mean how to test whether configuration what we have done for customer hierarchy are correct.
Also explain how Customer hierarchy relates to Partner Determination.
Thanks in advance.
Shiv
Hi Shiv,
Please find complete documentation on Customer Hierarchy and Partner Determination below:
CUSTOMER HIERARCHY:
Customer hierarchies are available in Sales and Distribution, so that you can create flexible hierarchies to reflect the structure of customer organizations. If your customer base includes multi-level buying groups, cooperatives, or chains of retail outlets, for example, you can create hierarchies to reflect the structure of these groups. Use customer hierarchies during sales order processing and billing for determining pricing and running statistics.
 A customer hierarchy consists of nodes.
 To create a customer hierarchy:
1. Create master records for each node.
2. Assign the nodes to each other.
3. Assign the customer master records to the relevant nodes.
 Hierarchy nodes are only valid for a certain period of time. They may also be moved. If a node is moved, the system automatically reassigns all related nodes and customer master records.
With customer hierarchies, you can assign price or rebate agreements to a higher level node. The agreements are then valid for customers at all subordinate levels to this node. You can create pricing condition records for each node indicated as relevant for pricing. If one or more nodes in the hierarchy path of a sales order contain pricing information, the system takes them into account automatically during pricing.
'How to check'
All the customizing is in SD/Master Data/Business Partner/Customers/Customers hierarchy
All the customizing is in SD/Master Data/Business Partner/Customers/Customers hierarchy
1) Define hierarchy type: just put and ID and a name to the new hierarchy.
2) Set partner determination: if you want to user the hierarchy in price determination, then, in the orders, at the header level, you have to have a Partner Procedure with a partner function for each level. In the partner procedure, in each partner function you must indicate the source partner function. With this information, in the order, you obtain the business partner for each partner function.
3) Assign account groups: you indicate which accounts groups are allowed for being part or your hierarchy.
4) Assign sales areas: simple you indicate which sales areas are allowed in your hierarchy. (Here you can customize common sales areas, just for not having to build de hierarchy in all the different sales areas).
5) Assigning hierarchy type for pricing: you indicate which classes of documents uses hierarchy in pricing determination.
It is possible to maintain so called customer hierarchies. This might be useful when for example you create a condition discount for a customer that is part of such a hierarchy structure. All subnodes in the hierarchy below that customer, will thus receive the same discount.
Customer hierarchy setup, firstly decide the hierarchy type to be used.
The standard is type A.
You can also assign a partner function to the customer so that the higher level customer in the hierarchy is copied into a sales order as a partner function - but you don't need that right?
Next assign your customer account group to the hierarchy type. And enter the combinations that will be allowed for creating the hierarchy.
You want to assign a ship-to to a payer. So enter the ship to account group and enter the payer account group as the higher level.
You must also make an entry for permitted sales area assignments. So if you want to a hierarchy for customers in the same sales area then enter the sales area and enter the same one as the higher level sales area.
All these settings can be found in the IMG. Under SD - master data - business partners - customers - customer hierarchy
You use for example customer hierarchy when you have an company like Unilever and you agree both on a discount. Unilever does have different locations / businesses and you have to maintain the discount for all customers. If you use a customer hierarchy you can maintain the discount for the partner in the top of the hierarchy and in this way it will be valid for all customers in the hierarchy.
PARTNER DETEMINATION PROCEEDURE:
Partner Determination has only 6 steps to carry.
1. Define Account Group
YOu have to define account groups first like 0001, 0002, 0003 etc. First decide which r the Account groups you want to define (like sold to , ship to , bill to, payer etc)
path : IMG -> LOGISTICS GENERAL -> BUSINESS PARTNER -> CUSTOMER -> CONTROL ->DEFINE ACCOUNT GROUP AND FILED SETTINGS FOR CUSTOMER
and after defining that give the number ranges to your account groups using DEFINE AND ASSIGN CUSTOMER NUMBER RANGES in the same path.
Now for remining rest of determination procedure use the path
IMG -> SD -> BASIC FUNCTIONS ->PARTNER DETERMINATION -> SETUP PARTNER DETERMINATION
2. Define Partner Functions
You have to define your Partner Functions first. Like SP, SH, BP, PY you create your own partner functions.
PATH : IMG -> SD -> BASIC FUNCTIONS ->PARTNER DETERMINATION -> SETUP PARTNER DETERMINATION.
3. Define Partner Determination Procedure
Now define Partner Determination Procedure. Like AG, WE, RG, RE. These are very imp. which we cant see the use of these procedures directly. But these r most important things while doing partner determination.
You can do these in Same path
4. Assing Partner Determination Procedure to Account Groups.
Using the Same path assing your partner det. procedure to your account groups.
like 0001 - AG, 0002 -WE, 0003-RG, 0004 - RE
5. Assing Partner Functions to Partner Determination Procedure
Using the Same path assing PF to PDP.
like for AG -SP, SH,BP,PY,
WE-SH,
RG-PY,
RE-BP
6. Assing Partner Functions to Account Group.
Using the same path, You have to Assing your PF to your Account Groups.
Like, 0001 - SP, 0001-SH, 0001-PY, 0001-BP
0002-SH
0003-PY
0004-BP
Now create a customer using your own account group, now in Sales area data -> partner functions tab you can see all your partner functions what you assigned to that account group.
-
First go to OBD2 create customer account groups. Here you make new entries, click whether it is a one time customer, description. Also you can do the field selection here for general data, co. code data and sales area data.
Now go to IMG logistics general business partner customers control define & assign customer number ranges. Here you define the number range that you want and assign it to your customer account group.
Now go to VOPA here the selection will be on customer master, click on partner procedures, create the partner determination procedure. After saving it double click on it then you will face with a screen. Here you enter the partner function and you can select if you want the function as mandatory and not changeable.
Then go back, click on procedure assignment, enter your account group in the lower left corner of the screen, press enter then in front of that select your partner determination procedure. Then save it.
Then click on go back 2 times. Here you can see partner functions, click on it, then go to environment in the upper menu and select Acct. grp assignment. Here just select your partner function and in front of that you select your customer account group. Then save it. Now you have completed the pre requisites to create the customer master.
Then go to XD01 and create your customer master.
Go to the link
http://help.sap.com/printdocu/core/Print46c/en/Data/htm/english.htm
Please Reward If Really Helpful,
Thanks and Regards,
Sateesh.Kandula
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Hi Refer below
Customizing Customer Hierarchy in SD
All the customizing is in SD/Master Data/Business Partner/Customers/Customers hierarchy
1) Define hierarchy type: just put and ID and a name to the new hierarchy.
2) Set partner determination: if you want to user the hierarchy in price determination, then, in the orders, at the header level, you have to have a Partner Procedure with a partner function for each level. In the partner procedure, in each partner function you must indicate the source partner function. With this information, in the order, you obtain the business partner for each partner function.
3) Assign account groups: you indicate which accounts groups are allowed for being part or your hierarchy.
4) Assign sales areas: simple you indicate which sales areas are allowed in your hierarchy. (Here you can customize common sales areas, just for not having to build de hierarchy in all the different sales areas).
5) Assigning hierarchy type for pricing: you indicate which classes of documents use hierarchy in pricing determination.
It is possible to maintain so called customer hierarchies. This might be useful when for example you create a condition discount for a customer that is part of such a hierarchy structure. All sub nodes in the hierarchy below that customer, will thus receive the same discount.
Customer hierarchy setup, firstly decide the hierarchy type to be used.
The standard is type A.
You can also assign a partner function to the customer so that the higher level customer in the hierarchy is copied into a sales order as a partner function - but you don't need that right?
Next assign your customer account group to the hierarchy type. And enter the combinations that will be allowed for creating the hierarchy.
You want to assign a ship-to to a payer. So enter the ship to account group and enter the payer account group as the higher level.
You must also make an entry for permitted sales area assignments. So if you want to a hierarchy for customers in the same sales area then enter the sales area and enter the same one as the higher-level sales area.
All these settings can be found in the IMG. Under SD - master data - business partners - customers - customer hierarchy
You use for example customer hierarchy when you have an company like Unilever and you agree both on a discount. Unilever does have different locations / businesses and you have to maintain the discount for all customers. If you use a customer hierarchy you can maintain the discount for the partner in the top of the hierarchy and in this way it will be valid for all customers in the hierarchy.
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