Prospective Customer

Dear All,
How to use the prospective customer account grp in std SAP(Scenario)? Means During at the Inquiry& Quotation stage? If so the std acc.grp 005 doesn't have the proper field settings? Does this needs to be amended as per our requirement?
Also Once the customer turns as a regular customer we can change the a/c grp from 005 to 001..Am i correct? and how can i get the report to see in a year how many prospect custoemr are turned as regular customers? Is there a std report for the same?
Pls clarify.
Thanks in advance.
Reg,
JJ

hi,
this is to inform you that,
i refered SAP LIABRARY intensely to give solution to you. but invain.
Prospective Customer - you mean, the customer who is in the first stage of discuission but he identified himself as PROSPECT for our product.
you can use 0005 account group for the same & this account group can be used only when a customer who is in stage of discuission and most of the integration fields will not support as 0001 account group.
0005 - will be having different number ranges & changing from 0005 to 0001 will be difficuilt and the integration fields has to support for the change and it SAP it will not happen.
hope this clears your issue.
balajia

Similar Messages

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

R/3 to CRM: Automatic replication of Prospect customer

Hi Guys
We are downloading Business Partner data from R/3 to CRM , Manual download of BP'S (Initial Load->start) is working fine . we are creating prospect customer in R/3 through CRM Action Box call the moment we create the prospect customer in R/3 it should automatically replicate in CRM with out initiating manual down load .
pls help what settings to be done inorder to download BP'S automatically
Thanks in advance
Warm regards
Rajasekhar

Hi madhu,
Have you done the Intial load for the object "CUSTOMER_MAIN". Once the download of this object is done, Delta load for business partners to flow from R/3 to CRM and vice-versa will be activated automatically.
Please check the transaction R3AC4, where you should identify the Object calss entry as BUPA and RFC destination as your R/3 system. If not please make that entry, then delta will happen automatically
As vikas suggested, please make sure the PIDE settings, where you should assign R/3 prospect account group to CRM classification "C" and Number grouping.
And also check the BDOCS in Transaction SMW01.
Rewards points if it helps
Murali

Ship to Party in Prospective Customer

Hi All
I am facing problem with Prospective Customer. In account group 0005 there is no Ship to, Bill to and Payer as partner.
which is logical in this scenario.
But when I create a sales document it asks for a Ship to party in the initial screen and does not let me go further.
My doubt is how would I bring Ship to party here for this Propective customer.
Regards,
Neeraj Srivastava

Hi neeraj,
as i told u earlier, u cannot do inquiry or quotation or order with prospective customer..u only can do Sales Activity with him..
This is a special feature available in SD which is similar to Lead Management in CRM. Lead (Prospective Customer) make a phone call or mail you. If he agrees to do business with you, then you can treat him as a Regular Customer.
Use: By following this process, you can create a sales activity called Computer Aided Selling.
Procedure: To define a Sales Activity you should follow the below mentioned SAP Menu path.
1. Create Customer under u201CProspective Customeru201D Account Group (Account Group-0005) by using Transaction Code XD01
2. Create a Contact Person for this customer by using Transaction Code VAP1
3. Go to Sales Activity screen by using Transaction Code VC01N
4. Enter type of Sales Activity
5. Enter your Prospective Customer, Contact Person, Sales Summary and other details.
IF THE CUSTOMER AGREES TO DO BUSINESS WITH US,THEN U HAVE TO CONVERT HIM AS A REGULAR CUSTOMER. then u can raise inquiry,quotation or sales order from that sales activity itself (from VC01N)..then u can see the sales summary of that customer also..
hope it helps..
reward points if helpful..
regards..
yogi...

R/3 BP role ship to party from prospective customer not updating in to CRM

Hi,
When we change Business partner role to ship-to-party from prospective customer in R/3 not updating in to SAP CRM .
Please suggest the solution for this.
Thanks,
Naveen Kumar.

Dear Rekha,
I have verified but No issues in PIDE, looks everything is fine.
Account Groups 0001 to 0005 were asssigned to Classification B.
But initially when I started replicating customers all the roles were created as Sold-to-Party in CRM irrespective of their role in R/3. We have applied Note: 914437. Since then the issue got resolved.
Pls suggest me in this regard.
Srujan

Questions to be asked to a Prospective Customer

Dear Guys,
Well we are in need of some Questionnare or Document which covers the List of Questions or Topics to be asked to a Prospective Customer,coz we are about to meet them regarding BW Implementation.So it would be great if someone can take time to help us out with this...
Manythanks
Arun
([email protected])

HI here are the few Question from ASAP methodology:
Questionnaire for Initial Business Blueprint Design Workshop
What is the current systems environment, which exists today, in support of the Planning Process? Please include all primary source systems / interfaces currently in use as well as any outbound interfaces / systems which receive data from the planning Process. If systems documentation exists please provide.
What changes to the above process are expected as a result of the current implementation and/or other projects currently underway?
Does the Company have SAP-BW installed and if so which version? For what purpose is the BW currently being used? Is there existing content within the Business Warehouse, which would potentially be utilised in the Planning Process (i.e. Actual Data / Master and Meta-Data)?
If BW is currently in place, what are the primary data sources for that Master / Transactional data which will be utilised in the Planning Process?
Is the intent to develop a global template for rollout across the organisation?
What are the key business benefits which it is expected the implementation will deliver?
What is the current organisational structure of the Business Units, in which planning is to be implemented?
What are the key characteristics or dimensions by which planning will be performed?
Approximately how many characteristic values would exist for each of these key dimensions/characteristics (i.e. Number of accounts, cost centres, product masters etc.)?
What is the source for Master Data and Meta-Data (i.e. Hierarchies) for these characteristics?
What is the planning period (annual, monthly, weekly etc.)?
How many different plan/budget versions are created by the Company and what is the purpose of each?
DATA SOURCES
What source data is required to support the planning process (i.e. Actual results)?
Where would this data be sourced?
Does an existing interface currently exist to extract this information from the source system?
Can this data be obtained via the use of SAP BW Data Extraction from R/3?
DATA INPUT
How do users currently input / process plan data?
Are input templates/models available for analysis?
How many different data input templates/models currently exist?
What changes to the input process are expected?
Is WEB enabled input of data a requirement?
Approximately how many users currently provide input into the planning process? How many users are expected subsequent to introduction of the new system?
Where Excel templates/models are currently used, would the intent be to integrate these models into the core BPS functionality or alternately to maintain the existing Excel spreadsheets and link to SEM-BPS?
Are centralised templates to be developed or will different users within the organisation require the ability to create their own business models locally?
AUTHORISATION AND CONTROL
Is control over access to either plan and / or reported data required?
By which characteristics does plan access need to be restricted.
What are the primary roles within the Planning Process? Obtain a brief overview of functions and any required restrictions on the ability to either plan and/or view data.
STATUS AND TRACKING
Is there a requirement to monitor the current status of the Planning Process?
Does this monitoring include the requirement for plan data to be submitted for review and approval at different levels within the organisation?
If monitoring and approval is required please define the current review and approval process, additionally highlight any desired changes to this process.
REPORTING/ OUTBOUND INTERFACES
What Plan Reports are generated today?
What new and or additional reports are desired?
What is the current process for report distribution?
Are there desired changes to this process?
Is WEB Based Reporting Required?
Are third Party Reporting Products currently utilised if so which ones?
Is it expected that they will continue to be going forward?
Are Published Quality Reports required (I.E. Requirement to utilise Crystal)?
Will Reports / Queries be defined centrally or is the desire to allow end-users full ad-hoc query capability?
Are there any requirements to provide for Outbound Interfaces passing plan data from BPS to other Systems? If so what data needs to be passed, to which system and how often?
Is there a requirement to retract the plan data back to SAP R/3? Is so what data needs to be passed and to which modules within R/3?

Classification by role sales org (prospect, customer, competitor).URGENT!!

Hi All,
Could someone please help me in customizing the Classification by
Classification customizing:
- Role by sales organization (prospect, customer, competitor)
- Ranking by country (gold, silver, normal, problematic)
This can be done in the IMG>Master Data>BP--> define classification.
The criteria should be role as Sales Org and ranking as Country with their respective attributes as mentioned above.
Please help me guys!!!
U can also mail me at [email protected]
thanks in advance ....

Hi Chin,
You need to maintain the sales organization field in transaction code O7F1. Then, this field is available for open item selection on incoming payment.
In the same screen, you can rearrange and bring this field on the first few fields of selection.
Also, you can update the same field on O7F3, this will be useful for making search for selection of open items.
Hope this helps. Let me know if you have any questions.
Rgds,
Sreeni

Create prospect customer from UI

Hello to All,
Does anyone know how to create a prospect customer from UI?
Thank you in advance,
Roula

Hi Roula,
Please, see OSS Note 1129682. The correct authorization object is CRM_BPROLE for WEB UI.
I have completed similar requirement in our CRM 2007 WEB UI.
I have maintained CRM_BPROLE authorization object for users with the following values:
Activity: 02 (Change)
Value: ZBP02 (Prospect).
and
Activity: 03 (Display)
Value: ZCRM01 (Sold-To).
Also, please activate the badi Implementation - BADI_CRM_BP_FILTER_ATTRIBUTE for BADI_CRM_BUPA_FILTER_BPROLE.
spro->CRM->Master Data->Business Partner->Business Add Ins->Implementation:Filtering of BP Roles by Authorization check.
Let me know if it helps.
Regards,
Vadim.
Edited by: vadim0770 on Oct 28, 2009 4:37 PM

Prospective Customer Usage

I am confused. We are using the prospective customer account group (005), that supposedly will let you create a quote and an order but save the order as incomplete until you enter in a valid sold to partner number. I can save and deliver an order using the customer created as a prospect. What am I missing that will make the sales document incomplete until a valid customer number is entered?

It looks my mistake in understanding the requirement. Why don't you use user exit USEREXIT_CHECK_VBAK in program MV45AFZB to check valid customer number. If no valid customer is not maintained, then you can provide hard error/waring message and by further using user exit USEREXIT_SAVE_DOCUMENT in program MV45AFZZ, you can apply delivery/billing block.
Will this fulfill your requirement?
Regards,

Extending prospective customer to Customer

Hi
I have a issue loke--
When i Extending prospective customer(Account group-0005) to Customer(Account group-0001) by mistake we have changed sold to party is different than customer.Now we want same customer number should appear in Sold to party.
Deletion option is not acceptable.
Any suggestion to rectify this problem?

Is any solution to correct it?

Account edit authorization based on prospect/customer classification

Hi everyone,
Is it possible somehow to ensure that a user is allowed to create and edit prospects but when the prospect flag gets removed the user should not be able to edit the customer data?
The business logic is that when an account is classified as a customer then we do not want sales people to change address data in Cloud for Customer because this will then be replicated as a change to ERP which is considered the master for customer master data.
Br,
Anders

Hello Andres,
We had a similar requirement for one of our Customers who had integration to CRM OnPremise.
They did not wanted users to Create or Change Accounts, but only Prospects.
We used SDK fro that where in we had set the Properties for the Prospect:
1. Make Prospect Flag READ-ONLY & Checked, so that ONLY Prospect creation is permitted.
2. Make the Header & other available items for the Account Object READ-ONLY, this would not allow any user to make changes to the Accounts.
There is a little Custom work involved here of creation of your solution & using the extesnsibility explorer to enhance this.
[Generally, Customers would not like Master data to be flowing back from Cloud to ECC/CRM OnPremise to maintain consistency of Master data, for this case which I have mentioned above, for Accounts, it was a unidirectional integration flow of accounts from CRM OnPremise to Cloud.]
Hope this gives you some direction.
BR
Ankur
Message was edited by: Ankur Godre

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

Account Group - Creation of Customer Account

Hi Gurus,
I am having a doubt over the Customer account group.
We have created 8 Customer account group as well in FI.
In IS-H module, we created 2 Customer account group ( Namely,Inpatient and Outpatient)
But as per FI they need to deduct diff payment terms ,dunninig letter,and taxes are deducting under these 8 groups are in FI.
How can we adjust all the 8 groups in FI under the 2 Groups in ISH.?
Can any one gide me?
Thanks.
Bala

2 Process & Configuration
2.1 Customer Master
2.1.1 Account Group
2.1.1.1 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
2.1.1.2 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
2.1.1.3 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

PROBLEM IN CUSTOMER CREATION

hi
friends
         when i am creating customer master data by xd01 an erros is coming----
Sales area INSO ID CP is not defined for customers
this is my sales area
i have checked all set up
sales organisation to distribution channel
sales organisation to division
set up sales area
even in database table TVTA entry is there
also customer creation screen if i click all sales area tab i sales area is not appearing
though it is coming
but it is allowing me to creat customer under company code view through fd01.
i am working in ecc 6 version this is totally new system & i am configuring sd module 1st time.
plz give some quick solution
ambarish

Dear Ambarish,
The Enterprise Structure Configuration you have already checked & as mentioned by you, it sounds to be appropriate.
As per my understanding, you are facing an issue with Sales Area Tab Pages. There are 2 recommendation, which I can suggest:
1. Check the configuration setting in VOR1 & VOR2, & ensure that the distribution Channel & Division are maintained appropriately for the Sales Organization.
2. Also ensure to check Account Group setting:
2.1.1     Account Group
2.1.1.1       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
2.1.1.2       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
2.1.1.3       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
IS THIS MANDATORY IN TOTALLY NEW SYSTEM WHEN I WILL BE CREATING ENTERPRISE COMPONENT ALAWAYS I NEED TO COPY ? BECAUSE WHEN I AM COPYING IT FROM STANDARD IT IS PERFORMING AS PER EXPECTION
It is not Mandatory, but a recommended Practice. The Advantage is when we copy from Standard, by default it updates all relevant table, which sometimes misses out if we are creating without using copy functionality.
Regards,
Rajesh Banka
Edited by: Rajesh Banka on Jun 28, 2008 9:08 PM

Business Partner for Customer(own plant) created as a person

Hi
I have created a customer master that is representing my own plant. Shipping data for plant is maintained under STO customizing.
I have CIFed the customer master, but it has got created as a PERSON and not the organization.
I have also CIFed the vendor master(representing the same plant), it has got created correctly as Orgnization.
Can anyboy explain me what happened wrong with my customer master.
Thanks
Santosh

the system which I am using, has a customer already created by someone else with the same account group 0120 : branch with incompany billing. That customer had got created as organization in the EWM. My customer has got created as person. So i suppose there is no issue with account group. I have below account groups in the system. All Std ones. what is the ideal account group that should be used for the customer which represents the Own plant.
0001
01
0
Sold-to party
0002
02
0
Goods recipient
0003
01
0
Payer
0004
01
0
Bill-to party
0005
01
0
Prospective customer
0006
01
0
Competitor
0007
01
0
Sales partners
0012
01
0
Hierarchy Node
0100
XX
0
Distribution center
0110
XX
0
Branch w/o intercomp.billing
0120
XX
0
Branch with intercomp.billing
0130
XX
0
Branch with external billing
0140
XX
0
Assortment (obsolete,don't use
0150
XX
0
Franchisee
0160
0
Wholesale customer
0170
0
Consumer
APOA
01
0
Sold-to party - APO Customer
CPD
02
1
One-time cust.(int.no.assgnmt)
CPDA
XX
1
One-time cust.(ext.no.assgnmt)
DEBI
01
0
Customer (general)
EDIN
07
0
EDEAL CUSTOMER
KUNA
XX
0
Customer (ext.number assgnmnt)
LCMS
01
0
Customer(Portal Role), Minimal
LCMX
01
0
Customer (Portal Role), Maxim.
PLNT
XX
0
Ship to Party -Stock Transport
VERB
XX
0
Affiliated Companies - BPAcc
VVD
VD
0
TR-LO customer

Prospective Customer

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