Customer Master

[Former Member]

Dear all,

While creating Customer Master, when is the need to define a new account group? What could be the scenario?

Can I not use the existing ones in the system? What is the implication if I do not create new account groups?

Thanks in advance.

[Former Member · Accepted solution]

Hi Adiraj,

You have different screens in Customer Master and some of the fields are Mandetory while others are optional, some are visible and some are hidden. All these are controlled by Account Group. In Customer Master Screens and fields are controlled by account group. You can also have One-time customer. Using account group you can set No Range (Internal / External etc).

Based on your requirement you create your own account group.

Hope this clarifies

Reward if it helps

regards

Srini

[Former Member]

Hi,

It is the account groups that control the customer master record.

We can have whatever fields and screens for the required customer master record.

We can create new account group in OBD2. There we have option of choosing the required fields and screens. The way how we maintain fields gets reflected into the customer master record from the account group.

Mohan

Award points if it adds information.

[Former Member]

It will be recommended to use an existing account group, if it serves the purpose. Incase you require to have sold to party as external number range & internal number range, inthat case you can use one of the existing Account group & create another wrt Standard Account Group. Some more information on account Group is as under:

<b>2.1.1 Account Group</b>

<b>2.1.1.1 Maintain Number Range for Account Group</b>

<b>Use</b>

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

<b>Procedure</b>

Access the activity using one of the following navigation options:

<b>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</b>

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

___ refers to blank space

<b>2.1.1.2 Assign Number Range to Account Group</b>

<b>Use</b>

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

<b>Procedure</b>

Access the activity using one of the following navigation options:

<b>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</b>

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

<b>2.1.1.3 Define Account Groups with Screen Layout (Customers)</b>

<b>Use</b>

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

<b>Procedure</b>

Access the activity using one of the following navigation options:

<b>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)</b>

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 &#61664; go to Details &#61664; 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

Hope this helps you.

Regards,

Rajesh Banka

Reward points if helpful.