customer account assignment group configuration in sap

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Customers: account assignment groups | ovk8.

In this configuration activity we are able to define account assignment groups for customers used in Sales and Distribution Module ( SD ).

Transaction: OVK8

IMG Path: Sales and Distribution -> Basic Functions -> Account Assignment/Costing -> Revenue Account Determination ->  Check Master Data Relevant For Account Assignment

Tables: TVKT, TVKTT

If you use the IMG Menu, you will have to choose the second option on the pre-selection screen.

On the main screen there is a list of Account Assignment Groups for Customers. You can create new here if you need.

Tags Account Assignment OVK8 TVKT TVKTT

About Emiliyan Tanev

Related articles, assign g/l accounts | vkoa, materials: account assignment groups | ovk5, define automatic credit control | ova8, configure automatic postings | omwb.

In this FICO configuration activity we are able to define account determination for automatic postings …

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How to Create Customer Account Group in SAP

In this tutorial, we will learn How Create the Customer Account Group

Step 1) Enter Transaction Code SPRO in the SAP Command Field

Step 2) In the next screen, Select ‘SAP Reference IMG’ button

Step 3) In the next screen, ‘Display IMG’ Select the menu path

Financial Accounting ->Accounts Receivable and Accounts Payable ->Customer Accounts -> Master Data ->Preparations for Creating Master Data->Define Account Groups with Screen Layout(Customers)

Step 4) In the next screen , Select the ‘New Entries’ Button from Application Menu bar

Step 5) In the next screen , Enter the Following

• Enter a Unique key as Account Group key
• Enter a short description for the Account Group
• Check this for creating Account Group for OneTime Customers
• Enter the Output Determination Procedure
• Select the Master Data Section for which you want to maintain the Field Status

Step 6) Press ‘Edit Field Status’ button to maintain the field status of the selected Master Data Section

Step 7) In the next screen , Select the Group of fields for which you want to maintain Field Status

Step 8) In the next screen , Maintain the Field Status of Fields of the selected Group

Similarly , you can maintain field status of other Master Data Section and their Groups . After Maintaining the Field Status , Press ‘Save’ in the SAP Standard Menu to Create the Account Group

Step 9) In the next screen, Enter the Customizing Request Number Create the Customer Account Group.

• Step by Step Guide to Create Vendor Master Data in SAP
• How to Create One Time Vendor FK01 in SAP
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• How to post a Purchase Return FB65 in SAP FI
• How to post Outgoing Vendor Payment F-53 in SAP
• Withholding Tax in SAP during Vendor Invoice & Payment Posting
• Automatic Payment Program Run F110: SAP Tutorial
• SAP FICO Training Course Tutorial: Learn SAP FI & CO Modules

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SAP ECC | SAP S/4 Hana Tutorials

How Customer Account Groups in SAP SD are created | Saphanatutor.com

Introduction to customer account groups in sap sd.

Customer Account groups in SAP SD are essential for effectively managing and organizing customer and vendor data. They play a key role in defining the structure and attributes of customer and vendor master records. Below are some of their critical functions:

Table of Contents

• Field Selection Control : Account groups determine which fields in the master record are mandatory, optional, or hidden. This standardization ensures consistency and completeness in data entry.

• Number Range Definition : Account groups assign specific number ranges to customer or vendor accounts. This assignment dictates whether account numbers are generated automatically by the system or entered manually.
• Master Data Management : These groups control the maintenance of master data for customers or vendors. This includes creating, modifying, and viewing master records.
• Customer/Vendor Classification : Account groups classify customers or vendors into distinct categories, simplifying management and analysis. For example, they can differentiate between domestic and international customers.

In SAP S/4HANA Sales, standard customer account groups are essential for managing customer master data, each serving specific roles in sales transactions. These include:

• Sold-To Party (SP) : Customers who receive goods or services.
• Ship-To Party (SH) : Customers to whom goods or services are delivered.
• Bill-To Party ( BP ) : Customers responsible for invoice payments.
• Payer (PY) : Customers who make the actual payments.
• Contact Person (CP) : Individuals serving as contact points at customer locations.

These account groups organize customer data efficiently, catering to different aspects of sales and distribution processes in SAP S/4HANA. These standard account groups are designed to address typical business scenarios in SAP systems. They can be adjusted or augmented with new groups to align better with specific business processes and needs.

Step by step process to create Customer Account Groups in SAP SD

In this SAP Sd tutorial , we are creating a new customer account group called “ SAHT ” with a number range “ ZS ” . In SAP SD creating Account groups are like setting up a new category in your customer database. You’ll give it a name, maybe a description that explains it’s for customers related to  products, and then assign a unique code “ ZS ” to identify customers in this group.

• Create Number range intervals for customer Account groups.
• Create Customer Account Groups and assign the number ranges intervals.

Creating Customer Account Groups in SAP SD (OVT0)

First, log into the SAP system using your credentials. Then, go to the section where you manage customer account groups, using a specific code (like OVT0 ). Here, you’ll add a new entry for your “SAHT” group.

• Transaction code : OVT0
• Img path : SPRO => Logistics general => Business partner => Customer control => define a/c group and field selection for customer.

Select the Standard Account Group “0001” (Sold to party) and define your own Account Group (SHT) as shown below.

As shown below, enter your desired Account name and select the number ranges that created earlier.

Save the Settings.

Customer Account Group is SAP SD has been created Successfully.

To check open the transaction code XD01 to create Customer Account Groups in Sales and Distribution.

In this SAP SD tutorial, we successfully covered how to create an Account Group within the Customer Master, a key step for managing customer data effectively in SAP. Next up, we’re preparing an in-depth, step-by-step guide on the Partner Determination Procedure in SAP SD.

Related posts:

• Most used SAP SD Transaction codes in Realtime
• SAP SD TCodes List
• Revenue Account Determination in SAP SD: A Comprehensive Guide
• Defining Number Ranges for Customer Account Group | XDN1
• Comprehensive Guide to SAP Customer Master

2805232 - How to define which Customer or Supplier Account Group(s) are created for a BP Grouping in S/4HANA Cloud

• The Customer Account Group to be created for a particular BP Grouping needs to be defined in S/4HANNA Cloud Edition.
• The Supplier Account Group to be created for a particular BP Grouping needs to be defined in S/4HANNA Cloud Edition.
• The error Grouping 'XYZ' has not been assigned to any customer account group.

Environment

SAP S/4HANA Cloud

Reproducing the Issue

• A Customer/Supplier Account Group to be created for a particular BP Grouping needs to be added/changed in customising.
• Open "Configure Your Solution" in the Manage Your Solution App.
• Create a BP Grouping in SSCUI 102241 and assign to it a Number Range (or choose an existing BP Grouping).
• Assign the account group e.g. SHPT or BILT to the Grouping in the SSCUI 102741 Define Number Assignment for Direction BP to Customer  *** this decides the default Account Group for this BP Grouping.
• For Suppliers choose SSCUI 102742 Define Number Assignment for Direction BP to Supplier.
• Define what account group(s) can be created by a particular BP Grouping.

SAP S/4HANA Cloud, S4_PC, S4_1C, X4BC, S4HC, S/4HC, Business Partner, Grouping, BP Grouping, GP Group, Account Group, Customer, Supplier, Vendor, 500092, Define Number Assignment for Direction BP to Supplier, Define Number Assignment for Direction BP to Customer, Default, Grouping 'XYZ' has not been assigned to any customer accounts group, FSBP_ECC004 , KBA , LO-MD-BP , Business Partners , Problem

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Define Customer Account Groups in SAP

How to create customer account groups in sap.

In this SAP tutorials, We are going to configure the following customer account groups in SAP .

• Transaction Code: – OBD2
• Menu path: – SPRO > Financial Accounting (New) -> Accounts Receivable and Accounts Payable –> Customer Accounts —> Master Data —-> Preparations for Creating Customer Master Data.

Step 1) Enter T-Code “OBD2” in the SAP command and enter from keyboard

Step 2) on change view “customer account groups” overview screen, click on new entries button to define new customer account groups in SAP as per the company requirements.

Step 3) On new entries customer account groups screen, update the following details.

• Account group: – Update the key that identifies the customers account group in SAP. You are allowed to enter up to 4 alpha numeric digits.
• Description: – Update the description of account group.

Click on save button, choose customize request and save the configured data.

Step 4) Now double click on “General Data” option. General data is all related to common information of the customers.

Now double click on the sub groups and set the field status of the fields as the optional, suppressed, required and display.

Note: – Based on the fields selection, you are prompted the fields when you are creating the customer master record.

After maintaining the field status fields for customer accounts general data, return back to main screen by pressing function F3 key or back button.

Step 5) Now double click on company code data and double click on sub groups of company code for maintaining the field status of the fields of company code as optional, suppress, required and display.

• Make the Reconciliation account as required entry.
• Choose other field as suppress or required entry or optional entry or display as per the company requirement.

Click on save button to save the data.

Step 6) Now double click on sales data for maintaining the field status group related to SAP SD data. Double click on sub groups of sales data and make fields as optional, required, display as per the requirements.

Click on save button and save the configured customer account groups details.

Successfully we have defined customer account groups in SAP.

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Define Customer Account Groups in SAP S4 Hana

When you are creating a customer account in SAP, you must specify an account group for the customer account.

Customer Account group determines

• The number range intervals for customer accounts
• It determines the type of number assignment, whether the number range interval is assigned internally or externally
• Type of Account
• It determines field status for creating customer master records, i.e. which fields are optional or mandatory to maintain when you are creating or editing customer master records.

Scenario : After the creation of customer account groups, you need to assign the BP group to the Customer Account Group for customer/ vendor integration with Business Partner. In S4 Hana, when you create BP, the customer account will be created.

In this configuration, we are going to maintain the following customer account group in SAP Hana system: –

How to Define Customer Account Groups in SAP S4 Hana

You can define customer account groups in SAP S4 Hana by using the following navigation methods:

• Transaction code: OBD2
• SAP IMG Path: SAP Customizing Implementation Guide > Financial Accounting > Accounts Receivable and Accounts Payable > Customer Accounts > Master Data > Preparation for Creating Customer Master Data > Define Account Groups with Screen Layout (Customers)

Refer to the below step-by-step procedure to create customer account groups in the SAP S4 Hana system.

Step 1 : Execute transaction code “OBD2” in the SAP command field

Step 2: In the next screen – change the view of customer account groups, it displays a list of existing customer account groups in the SAP S4Hana system. From this screen, you can maintain new customer account groups by copying from existing account groups or by the new entries function.

In this scenario, we are going to maintain new customer account groups in SAP by using the new entries option. So click on “New Entries” to the option to create new customer account groups in the SAP system.

Step 3: On the New entries of the customer accounts groups creation screen, update the following fields

• Account Group: Enter a new key that defines a customer account group in SAP S4 Hana.
• Meaning: Update the text of the customer account group
• One-Time Account: Check this indicator only, if this customer account group is applicable to creating one-time customer accounts.

Now double click on “ Company Code Data ”

Step 4: In the next screen, Maintain Field Status Group: Overview -double click on “ Account Management ”

Step 5 : Under Account Management fields, update the following fields as Required entry

• Reconciliation Account

Step 6 : Now go to the next group: Payment transactions , make the following fields as required entry

• Terms of Payment
• Also as per business client requirements, you can make the fields required entries or optional entries.

After maintaining complete details for customer account groups, click the save option and save the details in SAP S4 Hana system.

Next step: Create Number Ranges for customer accounts and assign no ranges to customer account groups .

In this topic, we described about the Customer Account Group and Create Customer Account Group process along with technical information.

Account group is the highest level of customer master data. Customers are classified into various account groups.

Account Group functionalities -

• Controls the field of customer master.
• Classifies customers to use for various functions.
• Links the partner functions.

Create Customer Account Group: -

Below process is to create the customer account group TCAG (Test Customer Account Group).

Step-1: Enter the transaction code OBD2 in the SAP command field and click Enter to continue.

Enter the transaction code SPRO in the SAP command field and click Enter to continue.

Click on SAP Reference IMG .

Expand SAP Customizing Implementation Guide → Financial Accounting → Accounts Receivables and Accounts Payables → Customer Accounts → Master Data → Preparations for creating customer master data → Define Account Groups with screen layout (Customers) . Click on Execute .

Step-2: In the next screen, click on New Entries on the application bar.

Step-3: Enter the below details.

• Customer Account Group − 4-digit account group.
• Field Status

Step-4: Select the respective Field Status and click on Edit Field Status .

Step-5: In the next screen, Select the Group of fields for which want to maintain Field Status.

Step-6: In the next screen, select the radio buttons for the Field Status of the selected Group.

Repeat the above process until all the groups are edited.

Step-7: Once all the details entered, click on the Save button to save the changes.

Step-8 It prompt for the Change Request. Click on tick mark .

Step-9: Status bar displays the below message once the Customer Account Group saved successfully.

Use the below transaction to create Vendor Account Groups - OBD3 - Create Vendor Account Groups .

Technical details: -

• Transaction: OBD2
• Menu Path: SPRO → SAP Reference IMG → SAP Customizing Implementation Guide → Financial Accounting → Accounts Receivables and Accounts Payables → Customer Accounts → Master Data → Preparations for creating customer master data → Define Account Groups with screen layout (Customers)

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SAP FI - Customer Account Group

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There are different types of customer account group that can be created in Account Receivable in SAP FI.

How to create a Customer Account Group?

Go to SPRO → SAP Reference IMG → Financial Accounting → AR and AP → Customer Accounts → Master Data → Preparations for creating customer master data → Define Account Groups with screen layout (Customers) → Execute.

A new window will open. Click New Entries as shown in the following screenshot.

It will open another new window. Enter the following details −

Customer Account Group − Enter 4-digit account group.

Name − Enter the name under General data field.

Field Status − Click Company code data.

Once you select Field Status, a new window will open.

Select Account Management from the select group and click Reconciliation account Req. Entry.

Once this is done, click the save icon at the top to save the configuration. Similarly you can create X002, X003 for other customers.