Exercise Objectives
After completing this exercise, you will be able to:
• define account groups for maintaining customer master records.
• describe the most important influencing factors for field selection when maintaining customer master data
Business Example
To ensure that order entry is as easy as possible with no system queries about incomplete customer master data, your company has decided that Incoterms must always be entered in the sales and distribution data for a customer master record.
Task 1:
You want to maintain your system in such a way that the Incoterms must always be entered in sales and distribution data when customer master data is maintained. The system should also create a sequential customer number automatically when you create a new customer master record. Define a new account group with these characteristics.
1. Define a new account group by copying existing account group 0001.
Key: Z##
Description: LO650-## Customers
2. In the details screen, assign a number range to your new account group so that numbers are issued automatically, as required.
3. Branch from the details screen for your account group to the field status for the sales data.
4. Use the subgroup list to find the group that contains the Incoterms.
Choose the correct subgroup and set the Incoterms as a required entry field.
Task 2:
1. Customers with account group Z## should be able to copy the
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I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
Make the relevant assignments in Customizing for Sales and Distribution.
Task 3:
Create a new customer master record from the sales view with your new account group Z##.
1. Create a new customer master record from the sales view with your new account group Z##.
Sales organization: 1000
Distribution channel: 12
Division: 00
Account group: Z##
2. Now try to enter a customer number. Does the system allow you to do this?
________________________________________________________
3. Choose the following data:
Search term: LO650-##
4. Now try to leave the billing data screen without entering the Incoterms. Does the system allow you to do this?
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_______________________________________________________
5. Choose the Incoterms FH, save the customer master record and note down the customer number.
_______________________________________________________
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
Solution 14: Account Groups / Field Selection Customer Master Record
Task 1:
You want to maintain your system in such a way that the Incoterms must always be entered in sales and distribution data when customer master data is maintained. The system should also create a sequential customer number automatically when you create a new customer master record. Define a new account group with these characteristics.
1. Define a new account group by copying existing account group 0001.
Key: Z##
Description: LO650-## Customers
a) Menu path:
Display SAP Reference IMG → Logistics - General → Business Partner
→ Customers → Control → Define Account Groups and Field Selection for Customers
Select the entry for account group 0001.
Choose Copy As.
Enter the key Z## and a description.
2. In the details screen, assign a number range to your new account group so that numbers are issued automatically, as required.
a) Menu path:
Select the entry for your new account group Z##.
Choose Detail.
Choose the number range 02.
3. Branch from the details screen for your account group to the field status for the sales data.
a) Menu path:
Place the cursor on the “Sales data” field in the “Field status” section of the screen.
Choose Expand field status.
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4. Use the subgroup list to find the group that contains the Incoterms.
Choose the correct subgroup and set the Incoterms as a required entry field.
a) Set the Incoterms as a required entry field.
Menu path:
Choose Subgroup list.
Result: the Incoterms are in the “Billing document” subgroup.
Place the cursor the "Billing document" field in the “Select Group” section of the screen.
Click on Choose.
Select “Req. Entry” for the “Incoterms” field.
Save your entries.
Task 2:
1. Customers with account group Z## should be able to copy the
• sold-to party
• ship-to party
• bill-to party
• payer
partner functions.
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Make the relevant assignments in Customizing for Sales and Distribution.
a) Assign the permitted partner functions to account group Z##:
Menu path:
Display SAP Reference IMG → Sales and Distribution → Basic Functions
→ Partner Determination → Set Up Partner Determination Choose: Set Up Partner Determination for Customer Master Choose: Account Groups - Function Assignment.
Assign your account group Z## to the four functions by overwriting the existing entries.
Save your assignments.
Task 3:
Create a new customer master record from the sales view with your new account group Z##.
1. Create a new customer master record from the sales view with your new account group Z##.
Sales organization: 1000
Distribution channel: 12
Division: 00
Account group: Z##
a) Create customer master record:
Menu path:
Logistics → Sales and Distribution → Master Data → Business Partner → Customer → Create → Sales and Distribution
Select new account group Z## and enter your sales area.
Enter your data on the address tab page.
Choose Sales Area Data.
Complete the required fields and save the master record.
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2. Now try to enter a customer number. Does the system allow you to do this?
________________________________________________________
a) No, because numbers are issued internally for account group Z##.
3. Choose the following data:
Search term: LO650-##
4. Now try to leave the billing data screen without entering the Incoterms. Does the system allow you to do this?
_______________________________________________________
a) No, because the Incoterms are defined as required entries.
5. Choose the Incoterms FH, save the customer master record and note down the customer number.
_______________________________________________________
a)