Changing account group

Hie friends,
onece customer has been created, (Ex XXXXX has been created with the account group Y005) is there anyway to have the account group changed in CRM?
thanks and regards,
dinesh.

Hi Dinesh,
The reason for this error message is that the account group you are changing from has some fields open for entry which the account group you are changing to does not have.
In order to enable the change, you have to change the field selection for one of the account groups.
IMG: Logistics u2013 General => Business Partner => Customers => Control => Define Account Groups and Field Selection for Customers
Kind regards,
Johan Wigert

Similar Messages

  • Change account groups in vendor/ customer master data

    Hi,
    Do you think is possible to change account groups in vendor/ customer master data?
    Thanks

    Hi,
    Good evening and greetings,
    Changing the account groups will redetermine the Reconciliation account, which will be creating a chaos during Audit Reconciliation. But if there is a requirement, please go through the following link
    http://help.sap.com/saphelp_47x200/helpdata/en/dd/55f534545a11d1a7020000e829fd11/frameset.htm
    Please reward points if found useful
    Thanking you
    With kindest regards
    Ramesh Padmanabhan

  • Changing Account group to the customer

    Hi Guru's,
    I have an customer 70001 in account group Z001 Sold to party, and the same customer having some open items, now i need to change it to some other account group (Z006) its also same sold to party, if i can change the account group from Z001 to Z006 what would be the impact.
    Thanks and regards,
    DIl

    Hi
    Go through this link about changing Account Group.
    http://help.sap.com/saphelp_470/helpdata/en/dd/55f4ba545a11d1a7020000e829fd11/content.htm
    Regards
    Madhu

  • Is it advisable to change account group of GL account?

    Hi,
    I have seen that it is possible to change account group of GL account even after the posting has been made to this GL  account.
    Here I would like to know
    1)how it impacts on the business and
    2)how to make this field not alterable in config after the posting has been made
    Thanking you in advance.

    Hi,
    It is not possible to change the account group of a GL account for the simple reason that one of the primary function of account group is to determine number ranges of GL account.
    You can create another GL account in expected account group and transfer all the entries.
    Best Regards,
    Madhu

  • Error while changing Account Group for Prospective Customer

    Dear All,
    I am getting an error when the account group of a prospective customer needs to be changed to Sold to Party
    The planned change is not allowed as the following groups would be masked by the new account group,
    S      Group                    Group Name             M                 Group Name
    V       D315                    Shipping                   030              Rail Specifications.
    Please let me know what is the reason for this error and as per my knowledge even if the no range is different for both these partner functions the system should allow me to change the account group however the earlier no given to prospective customer will still exist even if the prospective customer number is changed to sold to party please let me know otherwise.
    Kind Regards
    Atul

    Hi,
    Go to KOH2
    Select the order by pressing F9. Now place the cursor where you want to put the order group. i.e on same level or Lower level.
    Regards,
    Jigar

  • Want to change ACCOUNT GROUP to BP from CRM to ECC

    Hi All,
    We would like to change the Account group of our (Inside/Outside sales persons) when they are replicating from CRM to ECC.  We did change the PIDE setting according to our requirement but surprisingly 10-12 BPs are not getting changed. We opened an OSS and they suggested to write a Z function module and
    registering it in the table CRMC_BUT_CALL_FU for the CRM OUTBOUND which HARDCODES the CLASSIFICATION DATA to the BP in accordance with the PIDE settings so as to get the ACCOUNT GROUP for these BPs.
    I checkede the tcode CRMC_BUT_CALL_FU for the CRM OUTBOUND where we need to place our own FM. I know to write a FM, but not quite sure how to start. Can anyone out there please help me with this.
    Any suggestions are highly appreciated.
    Thanks,
    Karuna.

    I was able to change the account status from EXPIRE(GRACE) to OPEN. The trick as you hint at is to create a temporary profile, assign that profile to the account in question, saving the password from dba_users first, changing the password, logging in with the new password, then alter the user assigning back the original password with the identified by values clause in the later user statement and lastly assigning the original profile, either DEFAULT or custom.
    Here is the temp profile I used which used values less than 1 for the critical limits involved here. Cannot have limit values less than 1 in 9i according to Oracle but you can in 10g.
    CREATE PROFILE "TEMP_PROFILE" LIMIT CPU_PER_SESSION DEFAULT
    CPU_PER_CALL DEFAULT
    CONNECT_TIME DEFAULT
    IDLE_TIME 15
    SESSIONS_PER_USER DEFAULT
    LOGICAL_READS_PER_SESSION DEFAULT
    LOGICAL_READS_PER_CALL DEFAULT
    PRIVATE_SGA DEFAULT
    COMPOSITE_LIMIT DEFAULT
    PASSWORD_LIFE_TIME .0001
    PASSWORD_GRACE_TIME 5
    PASSWORD_REUSE_MAX 1
    PASSWORD_REUSE_TIME .0001
    PASSWORD_LOCK_TIME .0103
    FAILED_LOGIN_ATTEMPTS 3
    PASSWORD_VERIFY_FUNCTION DEFAULT;
    Thanks for your help.

  • Issue in changing Account Group of a Customer

    Dear Gurus,
    I am trying to change the Account Group of a Sold to Party in XD07, from '0001' to 'Z001' (an exact copy of '0001'), but the system is giving an Error message "Change of account group not possible; customer used in SD documents".
              '0001' = Sold to Party
              'Z001' = Non Operative Customers (who are not dealing with us now)(Same number range, same fields / values)
    I checked and made sure there are no open docs against his name and his account has Zero balance. The Customer is not having any Blocks. Still system is giving the Error message, now what to do?
    Best Regards.
    Venkat - Hyd

    Account Group
    Maintain Number Range for Account Group
    Use
    The purpose of this activity is to control number range of Account Group.
    Procedure
          Access the activity using one of the following navigation options:
    IMG --> Financial Accounting (New)  Accounts Receivable and Accounts Payable  Customer Accounts  Master Data  Preparations for Creating Customer Master Data  Create Number Ranges for Customer Accounts  Select the Icon to maintain Number Range
    Transaction Code:     SPRO
    Data to be maintained:
    No | From | To | Current No | Ext (Tick in Check Box)
    01 | 0000000001 | 0000099999 | 0 | No
    02 | 0000100000 | 0000299999 | 0 | No
    XX | A | ZZZZZZZZZZ | Yes
    Assign Number Range to Account Group
    Use
    The purpose of this activity is to maintain number range of Account Group.
    Procedure
          Access the activity using one of the following navigation options:
    IMG --> Financial Accounting (New)  Accounts Receivable and Accounts Payable  Customer Accounts  Master Data  Preparations for Creating Customer Master Data  Assign Number Ranges to Customer Account Groups
    Transaction Code     SPRO
          Data to be maintained:
    Group | Name | Number Range
    0001 | Sold-to party | XX
    0002 | Goods recipient | XX
    0003 | Payer | XX
    0004 | Bill-to party | XX
    Define Account Groups with Screen Layout (Customers)
    Use
    In this step, you determine the account group of the customer.
    Procedure
    Access the activity using one of the following navigation options:
    IMG --> Financial Accounting (New)  Accounts Receivable and Accounts Payable  Customer Accounts  Master Data  Preparations for Creating Customer Master Data  Define Account Groups with Screen Layout (Customers)
    Transaction Code     SPRO
    The groups indicated below are a few examples. There are many groups in Standard SAP & if we require additional Group, it can be copied from appropriate group & maintained.
    Group | Name
    0001 | Sold-to party
    0002 | Goods recipient
    0003 | Payer
    0004 | Bill-to party
    0005 | Prospective customer
    0006 | Competitor
    Select Sold-to-party  go to Details  Double Click on General data / Company code data / Sales data. It will take to next screen which details Tab Pages of General data / Company code data / Sales data. Double Click on Tab Page for example: Address, Control, Marketing & so on. Here you can maintain whether the field is to be Suppress, Req. Entry, Opt. entry or Display
    Regards,
    Rajesh Banka

  • How to change account group "Bill-to" to "Sold-to"

    Hi,
    Could anyone suggest how I can change the account group of a customer from "Bill-to" to "Sold-to".
    I tried with XD07, but i get the error message
    The planned change is not allowed as the following field
    groups would be masked by the new account group
    please help.
    Regards
    Rasheed

    Hi,
    There will be only one and unique sold to party for any customer and different bill to partys..So when u are changing bill to party to sold to party then it is just adding one more sold to party to same customer which system will not permit to have two sold to party..
    u can change ship to bill to and bill to ship to ,payer to bill to ...
    If u want to change Bill to sold to then u need to untick no changes and uniqe fileds for sold to party in partner determination then u can try to change bill to sold..
    Regards
    Sankar
    Edited by: sankar sankar on Apr 15, 2008 3:41 PM

  • Prerequisite to change Account group for a Vendor

    Hi,
        I want to change the Accout group for the particular vendor. What are the things, i need to modify before changing the account group for the same.

    Hi,
      While changing the Account group from 0001 to 0002. But 0001 is having Purchasing data whereas 0002 is not having. Like that , Is there any restrictions??
    I got the problem like
    " Partner function OA is not available at level.Purchasing organization in schema"

  • Re: change account group for vendor

    hi expert,
    i done the same which you mention in earlier form. i manage to change the account group for vendor master.
    now there is an another thing came out that is for normal vendor i able to change the account group but there is another vendor which is one time vendor means for vendor i am going to from normal vendor account group to one time account selected account group so in this case when i am changing the group in xk07 the system is saying a following message.
    new account group xxx is one-time group: change not permitted.
    message no.F2692
    so if anybody face the same problem give me your inputs.
    thanks in advance,
    kk.

    Hi KK,
    For normal vendors, you cannot change the account group to 'One time vendor' group. The one time vendor group will have most of its felds suppressed in the master data. You have to enter the Name, address etc. only at the time of invoice posting.
    But your normal vendor will have the name and address details in the master data itself. So, there will be inconsistency in the field status of the normal vendor account and the one time vendor account.
    Hence, the system may not allow you to change the vendor group.
    Regards,
    Mike

  • Change account group for GR55 report using GS02

    Hi All,
    How do I change the account group at GS03? My account group is PESB_1050 for Facilities Costs and I can display the G/L fot that group using GS03. I need to add new G/L for account group PESB_1050 (for report GR55). I've tried to change from GS02 but the account group is not exist because it not set ID. Kindly advice..
    Thanks in advance

    Hi Eli,
    I've tried to change at GS02, but I got this error mssg 'Set PESB_1050 does not exist'.
    At GS03, I keyed in PESB_1050 at Set ID field and <enter> then I can see the value (GL acnt) inside the PESB_1050. Account group is PESB_1050. Any idea how to change (delete/add GL) the value for that account group?
    Thanks in advance

  • Change Account Group

    Hi SAP Guru,
    How i can changed the my account group in GL ? See the Scenario- 
       Account            Number Range  
       Asset               100000-199999
       Expenses         200000-299999
    On 30/04/2008    My computer account is an Asset ( A/C No:- 1000001)  But On 01/6/2008 My client wants changes this GL ( Computer account ) as a treat on Expenses.
    Thn How i can  changed Asset Account  to Expenses account
    Thanx in advance.
    Regards,
    Praveen

    The only thing i can think of is to create a new expense account - move the balance of asset to expense account and block the asset account for future posting.
    Hope it helps..
    Nandita

  • Change Account Group (BU_GROUP) in ERP -- CRM replication

    Hi experts,
    We are running CRM 7.02.
    Customer has a requirement to change the account group in CRM, between 2 account groups in different number ranges.
    They currently do this via XD07 in ERP, however, the changes do not replicate fully to CRM.
    (CRMM_BUT_FRG0041-ACCOUNT_GROUP is updated by middleware, but BUT000-BU_GROUP is not)
    We are thinking to use BADI BUPA_INBOUND to make an enhancement in CRM that will force the account group to be changed in field BUT000-BU_GROUP.
    We understand that the account group will no longer align with the assigned number range.  This is acceptable from customer perspective.
    Are there any other issues that we should be concerned about or made aware of ?  Any other customers facing similar requirement / experience ?
    Thanks.

    Hi Charles!
    The Account Group is the essential controlling element in the ERP system. In CRM there is no such concept of the account group that controls all important functions as is the case in ERP. Therefore there is no 1:1 mapping of the account group between ERP and CRM. The account group is mapped to the sales classification in CRM. This allows you to specify which sales classification the business partner receives depending on the account group maintained in ERP. This is why you see the change in table CRMM_BUT_FRG0041. You must specify a numbering group for which the new business partners are assigned their new BP ID in CRM. This is what the BU_GROUP field refers to in BUT000, the numbering group and not the account group. So a change in account group will never change the ID of the BP in CRM. Changing the ID of a BP in CRM can have serious inconsistencies. Note 504265 provides details on this and a possible work around. Hope this helps!
    Conall.

  • Reg : Customer Account Group Change

    Hi Dear All,
    Can any one Tell me that what effect will be there if i change the Customer account group from 0001-sol to party to EXPO-acc gr for Export customer.
    As the customer is old and by mistake it has been created in 0001 instead EXPO acc group.
    i need to know that what will be the effect on all sales data and accounting documents created already for that customer .
    This i have to do for  around 1500 records
    pl suggest me the probable effects for the same.
    ok thanks

    Hi sunil,
    You can change Account Group of a customer at any time. Its not going to effect the previous records.
    But once after changing the Account group, what ever you customers you create will follow the new account group procedure.
    But the thing is, if you want to process the old account group customers, must check that the corresponding fields are active / already in use or not. For example if you dont maintained one field in old account group customers and now with new account group if you want to process with that field, then you have to go the change mode and maintaine those field for all those customers which are not maintained earlier.
    Like this if you can check the change in the Fields from old account group and new account group, then there wont be any problem.
    Hope this gives you some idea.
    REWARD IF HELPFUL.
    Regards,
    Praveen

  • Change the account group

    Hi
    If we create a customer as sold to party and we want to change the account group of that customer (as a ship to party)
    is it possible ?? if yes please suggest me how??
    Thanks

    Hi,
    For a new customer you can change account group using XD07, But for any old customer already did postings in that then you cannot able to change account group.      
    Hope this will correct.       Thanks!
    Kishore

Maybe you are looking for