Missing field info. after created by copy Customer

[former_member287204]

Dear Experts,

Found a problem relevant to creating by copy Customer using XD01. After extending Co. Code & Sales Area Data for the same Customer with ref. to another Co. Code & Sales Area, found that info. of a field "Prev.acct no. (Previous Master Record Number)" under "Co. Code Data - Account Mgt - Reference data", and Partners under "Partner Functions" of Sales Area Data could NOT be copied. Is it a standard SAP logic ? Could you advise reason for this ? Besides these, any other field(s) also CANNOT be copied after creating by copy Customer ?

Many Thanks,

KH Fong

[former_member200027 · Accepted solution]

Hello KH Fong,

"Prev.acct no." issue:

The "copy with reference" is a SAP functionality that allows you to quickly create customers master data. Anyway not all the fields will be copied into the new target master data. Even if You create a customer with reference and all the information will be reported into the new master data.

EXAMPLE:
- In Accounting info screen: ALTKN (Previous Master Record Number) or PERNR (Personnel number) are not saved.

- In Payment transaction accounting screen: LNRZB (Account number of the alternative payee) or ZAHLS (Block key for payment) are not saved.

- In Correspondence accounting screen: ZSABE (Clerk at vendor), TLFNS (Accounting clerk's telephone number at business partner), TLFXS (Accounting clerk's fax number at the customer/vendor), INTAD (Internet address of partner company clerk) or KVERM (Account memo) neither are saved.

Other fields as Reconciliation account, interest calculation indicator, terms of payment and so on should be reported into the new master data.

"partner function" issue:

Usually the partner functions, that are mandantory in a partner determination procedure are copied for the customer into the new sales area.

You need to check if the relevant partner functions are set as mandantory partner function in the partner customising:

- Transaction VOPAN
- Select 'Cust.Master' -> Button 'Display'
- Mark the relevant partner determeination procedure, that is
   assigned to the account group used, and double-click 'Partner
   Functions in Procdure' in the navigation on the left side
- Check which partner functions are marked as 'MandFunction'
   These are the partner functions, that are copied.

Hope above information is helpful.

Best regards,

Crystal Lin

[former_member287204 · Accepted solution]

Dear Crystal Lin,

Thanks for your above info.

For the Partner Function, problem is that additional partners cannot be copied from source Customer. For example, Customer A, besides the basic default partners - "Sold-to", "Ship-to", "Bill-to" & "Payer" according to the setting of VOPAN, one more additional "Bill-to" & one more additional "Ship-to" were also inputted in this partner function.

When creating Customer B with ref. to Customer A, besides the basic default partners - "Sold-to", "Ship-to", "Bill-to" & "Payer" according to the setting of VOPAN, those additional "Bill-to" & "Ship-to" in Customer A could not be copied in this Customer.

Could you advise ?

Many Thanks,

KH Fong

[former_member200027 · Accepted solution]

Hello KH Fong,

Have the additional partners been set as mandantory partner function?

Best regards,

Crystal Lin

[former_member287204 · Accepted solution]

Dear Crystal,

Do you mean the setup of VOPAN as below or else ?

Tks,

KH Fong

[former_member200027 · Accepted solution]

Hello KH Fong,

Yes, this is the settings I mentioned.

Is it working correctly now?

Best regards,
Crystal Lin

[former_member287204 · Accepted solution]

Dear Crystal,

No, it is original setting for long time and no change. The above problem still exists. Could you advise ?

Tks,

KH Fong