Account group in the customer master record.

[Former Member]

Hi .

Why we have to use the ACCOUT GROUP For customer.

Account group differs for sold to party, ship to party, bill to party and payer.

but when we create a sales order if we enter the sold to party automatically the ship ,bill and payer will be taken by the system.

can any one give me the sufficient solution for this.

thanks

Devi Reddy

Edited by: bareddy devi on Aug 1, 2008 5:58 PM

[Former Member · Accepted solution]

Hi

Account group: Grouping of properties in order to control the creation of customer master record. TC: OBD2.

The properties differ from one customer to other customer

Say example domestic customer and export customer.

payment terms , goods receiving terms, shipping conditions, partner funtions, taxes, pricing etc..

the above properties will differ from each customer. for maintainance of the customer we will create account group.

yes the account group is different for sold to party and other parties. but in partner determination , the system program will help to determine the parties and culd the account groups ,

you can see in the administrative data of the each partner in the customer.

hope it is help full please reward points

thanks

Kuntla

[Former Member]

Hello,

You my see the account group 0001 - Sold-to-Paty for the details. Check for the partner functions in the account group. The default check box will be ticked for Sold-to-Party, Ship-to-party, Bill-to-party and Payer.

So when you create a sold-to-party with account group 0001, all the four partner functions will get defaulted. Based on the settings maintined we may even change the partners except Sold-to-party.

Prase

[Former Member]

Hi,

For customer creation ACCOUNT GROUP plays a vital role.

Based on this Account Group only, concerned Fields will be activated. Thats why, when we create a Sold to pary it will ask for much information in all the tabs, where as, for ship to, bill to and payer all these fields are not required.

using the path : IMG -> Logistics General -> Business Partners -> Customer -> Control -> Define Transaction Dependent Screen Layout -> double click on Create Customer (sales)

here you can activate or make mandatory or optional all the fileds which are available in different tabs of the customer master.

And This you can do based on account groups also

Goto T.Code OBD2, select the account group (say 0001 sold to) and you can activate make which are all the fileds required for that customer. Like this you can do for all the account groups, so whenever u create the customer master based on that account group only those fileds will be asked by system.

For sold to party, we require all the info like sales, shipment, billing and parnter funtion. But for ship to you need only shiping data, for bill to you need only billing data, for payer you need billing also. for all these general data is required.

And where as for your second query, when you create a sales order automatically ship to, payer , bill to will come automatically based on what you maintaine in the sold to customer master. By default when you create a sold to, partner functions will be taken as the same for ship to, bill to , payer. Then you have to create different customers using account groups shipto, bill to and payer and those customer numbers you maintain in the sold to customer master -> Sales Area data -> partner functions.

Then whenever you create the sales order, differnt customer will be picked based on that data.

Hope this is clear.

Thanks

Praveen