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Former Member

account group

Hi,

Once a customer is created can we change the account group.

Sold to party,Ship to party ,Payer ,Bill to Party are mandatory functions.what do u mean by this.

As far as i know Partner functions are assigned to Account Group and when we create a customer we assign the Account Group.So whatever partner functions the Account Group will have the customer can have those partner functions only.In case if it contains only for Payer then customer can act only as Payer.

Then how Sold to party,Ship to party ,Payer ,Bill to Party can be mandatory functions.

When we create customer under PARTNER tab we assign the partner functions.Here we can assign other customers also who can become business partners for the customer created.am i right.

regards,

Smita

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3 Answers

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    Former Member
    Oct 19, 2008 at 03:40 PM

    Hi

    Account group can be changed for a customer thro T CODE XD07

    Mandatory partner functions means, these partner functions are must when you create customer in that account group

    Normally for a sales order or when you create a customer SP,SH,BP and PY these are must or for any business transactions these are needed leave alone SAP think logically

    For the account group PY (payer) only BP and contact person are the partner functions defined in std SAP and these are also not defined as mandatory

    Only for SP Account group ,we have SP,SH,BP,PY defined as mandatory and SP is not modifiable means you cant change SP there

    Account group controls field selection means a CMR created in Account group 0002 that is SH Need not have info abt billing details and terms of payment hence those fields can be hided in XD01

    Changing the Account group can be done thro XD07 but i have not practised that

    So i dont know abt its implications

    One more point partner functions are assigned to Account group

    *Customer is not assigned to account group*

    Customer is created in account group

    _*Means CMR is controlled by account group

    without mentioning account group you cant do anything in XD01_*

    Regards

    Raja

    Edited by: ramanathan raja on Oct 19, 2008 9:32 PM

    Edited by: ramanathan raja on Oct 19, 2008 9:41 PM

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    Former Member
    Oct 20, 2008 at 04:16 AM

    Hi Smita,

    Account group will control the functionality, that is true. As concerned Sold to party,Ship to party ,Payer ,Bill to Party being mandatory, it is mandatory in the case of sold to party and also in Sales Order. if account group is selected as Sold to party, it will by default also take the functionality of Ship to party, Bill to party and Payer. Similarly if we create customer in Account group Payer, it will not create other Partner by default and it is not a requirement there.

    Account group will control the functionality.

    write-up on Account group:

    2.1.1 Account Group

    2.1.1.1 Maintain Number Range for Account Group

    Use

    The purpose of this activity is to control number range of Account Group.

    Procedure

    Access the activity using one of the following navigation options:

    IMG --> Financial Accounting (New) --> Accounts Receivable and Accounts Payable --> Customer Accounts --> Master Data --> Preparations for Creating Customer Master Data --> Create Number Ranges for Customer Accounts --> Select the Icon to maintain Number Range

    Transaction Code: SPRO

    Data to be maintained:

    No | From | To | Current No | Ext (Tick in Check Box)

    01 | 0000000001 | 0000099999 | 0 | No

    02 | 0000100000 | 0000299999 | 0 | No

    XX | A | ZZZZZZZZZZ | Yes

    2.1.1.2 Assign Number Range to Account Group

    Use

    The purpose of this activity is to maintain number range of Account Group.

    Procedure

    Access the activity using one of the following navigation options:

    IMG > Financial Accounting (New) > Accounts Receivable and Accounts Payable > Customer Accounts > Master Data > Preparations for Creating Customer Master Data > Assign Number Ranges to Customer Account Groups

    Transaction Code : SPRO

    Data to be maintained:

    Group | Name | Number Range

    0001 | Sold-to party | XX

    0002 | Goods recipient | XX

    0003 | Payer | XX

    0004 | Bill-to party | XX

    2.1.1.3 Define Account Groups with Screen Layout (Customers)

    Use

    In this step, you determine the account group of the customer.

    Procedure

    Access the activity using one of the following navigation options:

    IMG > Financial Accounting (New) > Accounts Receivable and Accounts Payable > Customer Accounts > Master Data > Preparations for Creating Customer Master Data > Define Account Groups with Screen Layout (Customers)

    Transaction Code : SPRO

    The groups indicated below are a few examples. There are many groups in Standard SAP & if we require additional Group, it can be copied from appropriate group & maintained.

    Group | Name

    0001 | Sold-to party

    0002 | Goods recipient

    0003 | Payer

    0004 | Bill-to party

    0005 | Prospective customer

    0006 | Competitor

    Select Sold-to-party > go to Details > Double Click on General data / Company code data / Sales data. It will take to next screen which details Tab Pages of General data / Company code data / Sales data. Double Click on Tab Page for example: Address, Control, Marketing & so on. Here you can maintain whether the field is to be Suppress, Req. Entry, Opt. entry or Display

    Account Group can be changed through T.Code: XD07.

    Regards,

    Rajesh Banka

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    Former Member
    Oct 20, 2008 at 07:56 AM

    Hi Smitha,

    I will try to clear your doubt.

    Whenever a Customer is created, it is created under certain Account Group, which is mandatory. That means without Account group you can not create a Customer.

    Changing Account group

    Once the Customer is created, you can not change the Account group of all type of Customer.

    For example, a Customer who has been created under account group "BP",you can not change his account group to "Sold-to-party",but the reverse can be possible.

    When you want to change the permissible Account group, you have to use t.code VD07.

    Mandatory partner functions

    Sales process is initiated by a Sold-to-party (if no pre-sales step).

    To complete the sales process, you need to have a SH (who will receive the goods),a BP (who will receive the Bill) and a PY(who will pay).

    In the absence of EVEN ONE of these Partner functions(SP,SH,BP,PY), you can not complete a sales process, that is why they are called "Mandatory Partner functions".

    It is possible that, all these four functions can be performed by one person (e.g in a small shop) or four different persons can perform these four functions( in corporate customers ).

    But function wise we need all these four otherwise we can not complete a sales process.

    Assigning partner functions

    You are right, we assign partner functions to Account group and when we create the customer,only those Partner functions will feature.

    When we create a SP, we need to fill up who will work as a SH,BP,PY for him, but when create a customer master for customer who is exclusively a "Payer", we do not require to fill up all those data (you will find the"Partner function"tab as hidden).

    The customer must exist/created first (suppose a Payer Z ), then you can assign this Payer to some appropriate Sold-to-party ( X) in the "Partner function" tab in sales area data.

    So now, Z will work as a Payer for X.

    I hope, it is clear. If you require more informations then let me know.

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