CUSTOMER & VENDOR ACCUONT GROUPS

Hi,
I need some understanding about customer & vendor account gruops, i could not answer in my interview about the same
1. As why we are creating customer and vendor account groups ?
2. And why we are creating multiple customer or vendor account groups (FI vendors & sd vendors so on)
Please explain me in detail, with a detailed example.
Thanks in advance
Shiva kumar
Moderator: Please, read SDN rules before posting

Hello Shiva Kumar
We group the customers and vendors with similar features as one customer group or vendor group. For example domestic customer, foreign customer, wholesale customer, retail customer and so on. We can have separate no. range for each of these group. This will help in the analysis of customer and vendor balances and other reporting requirements.
There is no hard and fast rule to create vendor groups as FI vendor, SD vendor. This depends on the client requirement. If they want all vendors whose bills are booked in FI to be created as separate group then you may create a group as FI Vendor.
Sangram

Similar Messages

Customer/vendor account group

Hi Gurus,
After creation of a customer/vendor, how can we check that under which account group we have configured this customer/vendor?
Thank You,
Graham.s.

Hi ,
When you create vendor groups are created with accordance of recon accounts so whenever you want to see your vendor postings are in which GL or group you can check in Vendor master display XK03 or FK03.
thanks

Change customer / vendor account group

Hi,
I want to change the account group of a vendor. I tried XK07, but I then get a message about "Critical field groups" that would be switched off in the new target account group and then SAP doesn't let me change the account group.
The "critical field groups", however, are not critical to me at all and they are not relevant to my vendor master account. Does anyone know how to proceed in this case and if it's still possible to change the account group?
Thanks in advance.
René

Hi Henri,
I have the following field switched off:
A    D110A    Address    002    Form of address
                                                052    c/o name
                                                058    Buildings
                                                059    Floor
                                                060    Room number
                                                078    Delivery district
                                                102    P.O. box without number
                                                107    Undeliverable Street
A    D110A    Address    108    Undeliverable Postbox
A    D120    Control        021    International location number
                                                026    Existing quality assur.systems
                                                037    Reference account group (OTA)
                                                045    Carrier details
                                                046    Transport statistics
                                                055    Business Place
                                                067    Tax categories
A    D120    Control        106    Proof of delivery
                                            110    Procurement Monitoring
A    D130    Payment transactions    033    Alternative payee in document
                                                035    ISR Subscriber Number
Could you provide me with the correct code to change this account??
Thanks

Employee tolerance group&G/L acct tolerance group&Customer/Vendor toler.grp

Hi All,
Can anyone explain me in detail about employee tolerance group, G/L acct tolerance group and Customer/Vendor tolerance group?
what is the difference among them and do they have any linkages, like consistency, conflict etc.
Any responses will be awarded,
Regards,
Samson

Hi,
In accounting there are three types of tolerances: Employee tolerance groups, G/L
account tolerance groups, and customer/vendor tolerance groups.
The employee tolerance group is used to control:
1. Upper limits for posting transactions
2. Permitted payment differences
The G/L account tolerance group is used to control:
1. Permitted payment differences (for example, for automatic clearing procedures).
The customer/vendor tolerance groups provide specifications for:
1. Clearing transactions
2. Permitted payment differences
3. Posting residual items from payment differences
4. Tolerances for payment advice notes
The configuration for Tolerance group is:
Tolerance groups for employees, for example:
1. Accountant I
2. Accountant II
3. Accounting manager
Tolerance groups for customers/vendors, for example:
1. Good customers/vendors
2. Not so good customers/vendors
3. Cash only customers/vendors
Tolerance groups for G/L accounts, for example:
1. Clearing accounts (external procurement)
2. Clearing accounts (in-house production)
Regards,
Jigar

Query on Grouping Tax Base Balances for Italian Report Customer/Vendor List

Hello Experts,
We are implementing the new italian report for customer/vendor List as per Note : 1090857 - Customer/Vendor List for Italy:New Legal Requirement (2007)
This requires a customizing in Table/View V_T007K(Group Tax Base Balances) where we need to group the tax codes.
Based on what logic is this table required to be maintained and what considerations need to be taken care of when mainting the tax codes for each column.
Anyone who has maintained this table or who is ware of the procedure and logic of maintainance , could kindly advise on the same.
Points would be awarded for any helpful answer.
Thanks & Regards,
Rajeshwari

Hello,
Thanks for your answer,
On what basis should the grouping be done.
Is it only based on the tax codes types?
or is there any specific rule.
has anyone maintained this grouping for a Italian company code before?
Points would be awarded immediately for any help in this.
Thanks & Warm Regards,
Rajeshwari

Reclassification of Customer & Vendor Balances in Group Currency

Hello
It is with regards to the Reclassification of Customer & Vendor
Balances vide T Code FAGLF101 - Sorting/Reclassification (New) as per
IFRS.
The reclassification entries are getting generated in Document & Local
Currency but no values are getting accounted in Group Currency. The
reclassification entries should also get accounted in Group Currency.
We had also implemented following notes related to the same but were
unable to get the required results.
1365637 - FAGLF101: Transaction currency amount in postings
1463016 - FAGL_CL_REGROUP: Additional local currencies (re-
measurement)
1493437 - FAGLF101/FAGL_CL_REGROUP: Additional local currencies
Can some one please comment why the entries are not be flowing in Group
currency in IF ledger. OR are there any additional notes need to be
implemented.
Regards
Atul

Hi Atul............
This language seems you are asking your doubts related to some other version of SAP and this is SAP Business One Forum.
You are requested to post your question to correct forum because unfortunately you can not get any help from this forum.
And if you have the other doubts regarding same version then please close all those threads and post it to right one....
Regards,
Rahul

Vendor/Customer Account re-grouping

Hi All,
How to Vendor/Customer Account re-grouping through the adjustment accounts?
Thankyou!!
Ramakanth

Hello Ramakanth,
Could you help me with these questions on the configuration of valuation method assigned to valuation area:-
1. Significance of "determine exchange rate type from act bal" and "determine exchange rate type from invoice reference". How is exchange rate type determined at account balance? Is it that for regrouping of customer / vendor accounts it is required to detrmine exchange rate type from account balance?
2. What is the significance of valuation area in regrouping? Can i not use the same valuation method mapped to valuation area as configured for foreign currency valuation i.e EVR (standard SAP)?
3. What are the valuation method settings for US GAAP and IFRS for regrouping?
Thanks
Anisha

Customer-Vendors Group wise statement

How can i see the Customer-Vendor group wise reports..give me the Tcodes for that...
Regards
Devi

Hi,
You grp customer via statiscal customer grp.
When you generate statistics in the logistics information system, the system uses the combination of specified statistics groups to determine the appropriate update sequence. The update sequence in turn determines for exactly which fields the statistics are generated.
Best Regards
Ashish Jain

Email a newsletter to a customer/vendor group, hiding recipients (like Bcc)

Is it possible to use Outlook integration to email a newsletter to a customer/vendor group, hiding recipients (like Bcc)?
Can outlook integration see the distribution list? i.e...what group the BP belongs to?
Thanks

Hi,
Outlook integration is deigned to link B1 to Outlook. It may not be able to use all advanced functions such as hiding recipients.
For emailing a newsletter to a customer/vendor group, you may use query to get the list and create a distribution group to achieve your goal.
Thanks,
Gordon

Customer / Vendor Aging Report

Hi,
It´s important to consider the next filter or selection criteria for the reports:
-. Customer and Vendor Aging Reports
Filters:
-. by Sales Employee (Customer Aging)
-. by Buyer (Vendor Aging)
regards

Hello Humberto,
New selection criteria of Sales Employee/Buyer is part of enhancements of Aging Reports in SAP Business One 8.8 release.
When you generate the aging report in v8.8:
u2022 You can group the report by customer or sales employee in the customer receivables aging report, and by vendor or buyer in the vendor liabilities aging report.
u2022 You can specify more flexible time interval. For the time interval Days, 4 new fields are added for you to specify the duration.
u2022 You can hide the Future Remit column on the report by choosing Ignore Future Remit.
u2022 When the aging report has been generated, you can view multicustomer/multivendor detailed information in the aging report window. There is no need to double-click each customer/vendor row to view the details.
Peter Dominik
B1 Solution Management

How to load R/3 Plant, Customer, Vendor, all linked in T001W

Hi,
In R/3 we have a Plant PL01. In the initial load of object DNL_PLANT this creates CRM BP #101 with role BBP003.
In R/3 we have a Customer CPL01 (linked to Plant PL01 in R/3 customizing table T001W). In the initial load of object BUPA_MAIN this creates CRM BP #102 CRM000.
In R/3 we have a Vendor VPL01 (linked to Plant PL01 in R/3 customizing table T001W). In the initial load of object VENDOR_MAIN this creates CRM BP #103 with role BBP000.
Question 1: How can we create the R/3 Plant PL01 in CRM as BP #PL01 (i.e. using an external number range)?
Question 2: How can we create the Plant, Customer & Vendor as a single CRM BP #?
Points will be rewarded.
Thanks,
J

Jim,
The problem you face is that CRM is going to download those as three separate partners.
Note 865321 gives a solution on how to load plants into CRM in an external range that you would specify. This is however for DNL_PLANT.
Your next issue is unless your plant as customer and your plant as a vendor are in separate account groups for each, you won't be able to map these into a single business partner in CRM, unless you do some manipulation.
I guess what you could do on an initial load for those objects is the following:
1. If the customer or vendor is a plant:
- Remanipulate the BDOC so that it becomes the single "plant business partner", on the ERP side.
2. For delta's you will need to also do this remanipulation.
3. If you plan on sending delta changes from CRM back to R/3 then on the CRM side you will need to decide how to distribute the changes from the single business partner back to the customer and vendor partners.
This is definitely possible, but it is going to take some effort and you will need a very seasoned middleware developer to make it happen. I am guessing a couple of weeks for a experienced middleware guru to complete this.
Good luck,
Stephen

Wbs in customer/vendor and gl document lines during initial balance upload

Hi gurus,
Can we enter wbs in customer/vendor and gl documents lines during upload of opening balance upload?
What is the impact of this?? Do we need to run project settlement on 1st day after go live to get data in cost center from ar, ap and gl????
Thanks

Hi Mohit,
Why do you want to udpate WBS element for vendor and customer line items. Basic concept of said cost object (WBS element) is transfer values to Fixed assets or GL accounts or any other cost objects like cost center ,Internal order,sales order like that.
You can update WBS element for all fixed expenses based on settlement rule and allocation types,which you created in customization and assigned cost elements or cost elment group over there. You can update WBS elements for said line items settle after opening balance update. Please note ,it may not possible to update WBS element for vendor and customer line items.
Basic cocnept of WBS element is cost collector ( You may use to collect revenue also as per nusiness processes) ,collects the cost from various resources and settle to said above objects. Vendor and customer balances are balance sheet accounts,which can settle through payments.
Regards
ManiKumar

Vendor tobe searched on the base of Vendor Account Group

Hi,
I want to search a vendor on the base of their account group of that vendor
Eg. While creating a PO in ME21N for vendor field in F4 option , i want to get the vendor account Group also to simplify my search.
is it possible thru search help customizing or else whether ABAPer help is required.
With Rgds,
Krishna.

Hi Krishna,
Go to ME21N--Click on Vendor and press F4.
Select the Tab for " Vendors". Here you can see the field as "Account group".
NOw here you can refine your vendor search based on account group.
Rgds
Utsav

Vendor account group assign to Reconciliation account

Hello Experts,
Is it possible to customize a reconciliation account assignment to vendor account group?
Our requirement is when you create a vendor, then select a vendor account group, the reconciliation account will automatically be proposed in the field. This is to avoid selecting wrong reconciliation account when creating a vendor.
I had a look in SPRO but I couldn't find anything that could do that.
Thanks in advance
Regards,
Catherine

Thanks for your inputs,
I have checked in the system if there is a user_exit. Could you please confirm me that the user_exit "GLPLAN00 - Enhanced authorization and master data validation" is the good one?
My objective is to have the correct reconciliation account automatically populated when I am creating a customer/vendor with a specific account group.
e.g. select account group - XXXX Non-trade customer / Reconciliation acct XXXXXX non trade customer automatically populated.
Thanks in advance for your help.
Catherine

Annual tax report for customer/vendor (Italy) - RFIDITCVL program

Hello,
we're using the Annual tax report for customer/vendor (Italy) in the ECC 6.0 version but we've the following problems:
- We only see a list of records in the List error section, where the field "Group" is not valued, so we don't know if the list is really an error list or not.
- We don't see anything in the results list
Do you know if there is some OSS Note we can apply or some customizing activity we have to do. Thank you.
Maria

Hi,
Use Report MIR5
MIR5 - Display List of Invoice Documents
You can use the report Display List of Invoice Documents (RMMR1MDI; transaction code MIR5) to display a list of the invoice documents.
In addition to the existing program Invoice Overview (transaction code MIR6), here you have extended selection criteria and display options:
o   Gross invoice amount
o   Unplanned delivery costs
o   Currency key
o   Exchange rate
o   Entry date
o   Entry time
o   Choice between invoice and credit memo
o   One-time customer with a one-time account
In the Invoice Overview program you can also change invoices, whereas in this report you only have display options.
By entering the following data you can increase your selection criteria:
o   Entry type
o   Invoice status
o   Restrictions
Output: -
In the output list, the report displays the numbers of the posted and the parked invoice documents. The system does not display invoice documents that do not have a corresponding FI document, for example, invoice documents that are planned for verification in the background, or that have already been verified with errors.
    From the output list, you can display the following:
    o   Invoice document
    o   FI document or list of FI documents
        If more than one FI document is assigned to an invoice document, then you can display a list of all corresponding FI documents.
    o   List of all follow-on documents for an invoice document.

CUSTOMER & VENDOR ACCUONT GROUPS

Similar Messages

Maybe you are looking for