Account Groups

Area: Customer Master Description Customer hierarchies represent complex customer structures in the system and are used for the organizational structures of buying groups or chains of retail outlets, for example. A customer hierarchy consists of individual hierarchy nodes which are allocated hierarchically to each other on different levels to produce lower-level and higher-level nodes. The structure of the customer hierarchy can be kept flexible and adapt to change at any time by means of the option to move hierarchy nodes dynamically. In transaction VDH1N, you can maintain the customer hierarchy. Below shows the customer No. 8 is assigned to customer no. 7.

When creating a sales order against customer id 8, the partner function ‘Customer Hierarchy’ is automatically determined from above hierarchy structure.

Configuration

Define Hierarchy Types IMG Path: Sales and Distribution –> Master Data –> Business Partners –> Customers –> Customer Hierarchy –> Define Hierarchy Types Only create a new hierarchy type if you: need your own evaluations for customer hierarchies or need different hierarchies for different business transactions. The SAP System uses the partner concept to realize the customer hierarchy function. Individual points are defined as partners and connected with a link to a higher-level partner.

Set Partner Determination For Hierarchy Categories IMG Path: Sales and Distribution –> Master Data –> Business Partners –> Customers –> Customer Hierarchy –> Set Partner Determination For Hierarchy Categories When making settings for customer hierarchy, you must not only take hierarchy category into account. You must also consider higher-level partner functions which are maintained in partner determination. Depending on hierarchy category, special partner functions are determined during order processing for each node on the hierarchy path. Starting with the initial partner function (in standard versions such as 1A), higher-level partner functions are determined and assigned to nodes in the customer hierarchy path. Assign Account Group IMG Path: Sales and Distribution –> Master Data –> Business Partners –> Customers –> Customer Hierarchy –> Assign Account Group In this menu option, you assign the possible higher-level account groups to the account groups permitted for each customer hierarchy type. Therefore, both the valid account groups for each hierarchy type are defined and the higher-level account groups of the valid account groups.

This will prevent the system assigning a ship-to party above a sold-to party.

Assign Sales Areas In this step, you assign sales areas to each other which allows you to determine whether a sales area uses its own customer hierarchies or shares one with another sales area.

Assign Hierarchy Type For Pricing By Sales Document Type In this step, you can assign a hierarchy type relevant for pricing for each sales document type. This way you can define the sales document types for which pricing data is taken into account if the data was determined on a level higher than the customer. For every hierarchy node which is selected as relevant for pricing, you can create condition records. During pricing, the customer hierarchy allows the use of price and rebate agreements which were determined on a level higher than the customer. If one or more hierarchy nodes in the hierarchy path of a sales order contain pricing data, these are automatically taken into account in the sales order during pricing.

Assigning number ranges for different customer account groups By Teja

Scenario: To define two customer groups, domestic and international, and assign different number ranges. Go to transaction OBD2

Click on new entries.

Similarly create for international customer.

Now to assign number ranges, go to transaction XDN1.

Click on Change intervals. Following screen appears:

Click on New interval.

Enter the information as shown above. Click on insert. Similarly create number range for international customer.

Now we need to map the customer account group and the number range created above. Go to transaction OBAR.

Search for your entries in the table control above (in this case, it is ZDC, ZIC)

Enter the number range corresponding to the domestic customer.

Similarly enter for international customer as well.

Save your entries. Now, when a domestic customer is created:

When an international customer is created: