Restrict creation of customers according to account group and sales area.

Hey Guys,
I have this scenario wherein we have to restrict the creation of customers according to the sales area and account group. Here is an example.
Suppose I have a domestic customer say D01. Account group that I am using for this domestic customer is D001. Sales area is say D001/D1/D1. Now for exports I have E01 as customer. Account group is E001. Sales area is E001/E1/E1.
Scenario is
I should be able to create D01 only with account group D001 and in sales area D001/D1/D1. Customer D01 should not get created in account group E001 and sales area E001/E1/E1. Now to differentiate export and domestic customers we are using 'D' as a prefix for domestic customers and 'E' for export customers.
Same thing applies for Exports. Customer E01 should only get created with account group E001 and sales area E001/E1/E1.
Please advise on the same.
Appreciate a quick response.
Thanks in advance.
Z

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
Use External Number Range for Account Group D001 and E001.
Regards,
Rajesh Banka
Edited by: Rajesh Banka on Aug 7, 2008 3:22 PM

Similar Messages

Requirement: Customer account Group wise Sale area Allowed

HI
My client Requirement is Based on the account group system will allow few sales areas at the time of creating the Customer master
Is it possible in SAP if Yes please guide what are settings required
if No how to achieve this requirement
Regards,
Prasanna

Hi
As of my understanding we use account group for:
1. Controlling Number Range
2. Controlling fields (Display, Hide , Mandatory)
3. Partner Functions.
Now to control the Account Group for Sales Area might not be possible (Please do check at your end).
Here is a suggestion , if the master's are created by different user's try controlling it through Authorizations.
And , use the number range as a criteria to identify the as like, Domestic customer no range 110001--1199999
Export customer no range 220001--2299999.
And also you can use the sale office and sale group from the Authorization control point of view , reporting point of view.
Thanks...................Rishi

Sales Office, Sales group and Sales Area table of CRM BP

Hello Experts
Please give me the table name where i will get the sales office, sales group and sales area of the CRM Business Partner.
Any pointers.
Regards
DJ

Hi Jamal,
You may use table CRMD_ORGMAN
Regards,
Shaili
Edited by: shailip on Aug 26, 2009 7:44 AM

PO Change according to material group and G/L Account no.

Hi Expert,
I have a requirement of "PO Change according to material group and G/L Account no.". I am using BAPI_PO_CHANGE.
But it is giving error.
"I 06 684 Releases already effected are liable to be reset
E BA 003 Instance 4500010532 of object type PurchaseOrder could not be changed
E ME 046 Purchase order item 00010 still contains faulty account assignments
W ME 039 Goods receipt posted unvaluated due to multiple account assignment
E ME 083 Enter G/L account no."
Can any body tell me how to fill this BAPI.......
Even i am trying to debug standard tocde of PO but it is not calling bapi BAPI_PO_CHANGE.
Could you please help me on this.
Regards
Sanjay Kumar

Hello,
To assign material group to G/l account you have to matain valuation class for Material group
SPRO >> Materials Managment >> Purchasing >> Material Master >> Entry aids for items with out material master.
Assign this valaution class to G/l in OBYC.
Regards,
Shailesh

Relationship between "Account Group" and "GL Acct. number".

I need to create a report that lists the GL Account numbers according to selection screen parameter "Account Group" .
Hi i need to find a way\(tables and fields) between the "Account Group" and
the "GL Account number".
to view "Account Group" go to transaction "kdh3".
to view GL account number go to transaction FS00.
the GL account numbers and cost centers are identified by the same number.

Hi guys, thanks for helping
Max, i tried that field, but it provides a different set of data compared to the account groups i get using the "F4" on KDH3
Chandrasekhar, i had a look at the view, but it also does not contain the same account groups as found in KDH3.
I have been stuck on this for a while.
thanks again

Account Group and Cash Mgmnt group in vendor

Hi,
What the purpose of the "account group" and " Cash mgmnt group " when I create a Vendor using XK01.
Tks,
Sandra Amadi

Hi Sandra
Account group is basicaly use for segregarion of vendors based on their relation with Business. It is a purely business decission for easy and user freindly reports of and control of vendors.
find more at SAP help at beow link
http://help.sap.com/saphelp_47x200/helpdata/en/53/c98647ca3711d2b494006094b9114a/frameset.htm
In cash management, customers and vendors are allocated to planning groups by means of an entry made in the master record.
for example:
R1 Customers paying by bank collection
R2 Other domestic customers
R3 Customers abroad
R4 Affiliated company customers
R5 High risk customers
R6 Major customers
R7 Rental income
R8 Repayment of loans
E1 Domestic vendors
E2 Vendors abroad
E3 Affiliated company vendors
E4 Major vendors
E5 Personnel costs
E6 Taxes
E7 Investments
Hope this info will helpful for you.
best regards
S.Habib Pasha.

How to restrict sales group and sales office in va01?

in transaction "va01" ,I want to restrict "sales group" and "sales office", but there is no
relative authorization object. I create a role named "z1000test001" with va01 , there are only "division","sales organization"
and "distribution channel" which could be restricted.
the authorization object with va01 is : V_VBAK_VKO.
and I find another authorization:V_VBKA_VKO ,which contains:"sales group" and "sales office",
but this one seems have no relationship with va01.
Is there any method to restrict "sales group" and "sales office" in va01?
Could anybody help me?

Hello,
This has been discussed before and there's a solution available.
Have a look at this thread: Authorization for Sales Office and Sales Group
Cheers
Jurjen

Vendor/Customer Account Group and Master Records

Hi Gurus,
Please tell me during implementation Vendor/Customer account groups and Master Records will be prepared by FI Consultants or MM, SD Consultants?
Waiting for reply
ThankYOu

Dear Verma
It is the usual practice that FI consultants should prepare Account group and also maintain General data and Company code date in Vendor/Customer masters. SD and MM consultants are informed by FI to maintain Sales and Purchase organization respectively by SD and MM consultants.
If this helps please reward with points.
Best Regards
Kesav

Vendor search by "Account group" and "Previous acct no."

Hello All,
I am not able to search vendor by 'Account group" and "Previous acct no.". I am sure these search critarions were there in version 4.7 but i am not getting the same in ECC.
Please suggest.
Cheers,
Manish Jindal

I would appreciate the quick help on this.
Cheers,
Manish Jindal

Account group and Account Type.

Hi all,
Could you please tell me the diferences between GL Account group (by example cash, expense, revenue ....) which we define in IMG - Financial Accounting - General Ledger Accounting - G/L Accounts - Master Records - Preparations - Define Account Group and Account Type (by example: Vendor, Customer, Material, GL Account) which is in the screen "create account type" IMG - Financial Accounting - Financial Accounting Global Settings - Document - Document Header - Define Document Types ?
Thank you very much.
Sylvecast

Hi
Account Group Controls the Master records. It controls the number range of Master record and Field status group (Supress, Required, Optional and Display) also. SAP follows a Grouping principle all throughout SAP to handle the Master Records that may be in GL, AR AP any thing. See to create a GL Account group you define at OBD4 there itself you assign the Number Range or those groups which also controls Field Staus of GL Master Records. And for Creating AR and AP Master Records you create at OBD2 and Vendor at OBD3 which will also controls Field Status Group of And Number range of Master record. The only difference between GL and AR/AP is assigning of number range. For GL will specify at OBD4 itself but for AR/AP we need to create a number range at FBN1 then assign to AR And AP at OBD2 and OBD3 respectively.
One more thing. Remember only Field Status group of Master recard (OBD2, OBD3, OBD4) only contain Display option but not to Posting Key or Field Satus Group (OB41 or OBC4). I am so specifing becoz I commited this mistake in one interview.
In summary, the account group controls:
i) The number ranges of the accounts,
ii) The status of the fields in the company code segment of the master record. Since a chart of accounts contains many different types of accounts, they can be bundled into different "account groups ". Usually one account group bundles
accounts with the same tasks within the general ledger, e. g. cash accounts, material accounts, asset accounts, profit and loss
accounts,...
Surendra

Difference in P.account groups and Payer

what is the difference between Payer account groups and a payer?
Plz explain.
Thanks

A Payer is the individual or company who settles the invoices foa a service or for delivered goods.
Whereas the account group determines:
Which screens and fields are necessary for entering master data
Whether you can or must make an entry in these fields
How master record numbers are assigned (externally by you or internally by the system) and the number range from which they are assigned
Which partner functions are valid
Whether the business partner is a one-time customer or one-time vendor.
Reward if useful.
Amruta

Restructure Customer Account Groups and Number Ranges

We already have existing customer account groups and number ranges and therefore customer accounts.
We need now to restructure Customer Account Groups incl. number Ranges and Number Range Allocation.
Is this possible? Any advice?
Can a customer keep is old customer number and be assigned to the new customer account group, which has a different number range?
Please adivse.
Many thanks
Petra

Ravi,
thanks very much for your reply. This information is very useful.
Just one more question:
WIth which Customer Number will reallocated customer end up? the originial one or does the customer get a new number relating to the number range of its new customer account group?
Many thanks,
Petra

Account group for sales representative

Hi experts,
Is there any account group for sales representative in standard SAP?
Unlike customer do we need to create sales representative without account group?
If I want to use partner function sales representative, what is the process?
Thanks in advance
Shiv

Hi,
There is no account group for the sales representative in standard SAP. Instead u can use " employee responsible(ER)" partner function as a Sales Representative.
the same process u can opt. But here in partner determination u need to use for Sales Document Header . which is 2nd one in partner determination Procedure. u can see that but i think already exist in that procedure make it mandatory so that when ever the Sales Document of that type is raised then the system will ask u " employee responsible" person. ex: if u want to make for Standard Sales Order then u take the "TA" Partner Determination Procedure. and make as mandatory field for the partner function (ER).
the above said is one way and the another way is to take one partner function(sh,bp,py,etc) and copy it and put as "Sales Representative" and assign it to the partner determination procedure for the Customer and create the sales representative and assign it to the customer master . this way also u can work out..
I think these are sufficient to solve ur issue..
if u want other than this let me know..
Reward if Helpful..
Regards,
Praveen Kumar.D

Account Group and Vendor

I created account group and assgn number and tried to creat Vendor, but system is asking for partner number.
thanks

Hi Shahid
The problem you are encountering could be for teh fact that the number range assigned to the account group is external and hence the system is prompting to assign a partner number
The account group is a classifying feature within vendor master records
The account group determines:
o the number interval for the account number of the vendor,
o whether the number is assigned by the user or by the system,

Difference between "account group" and "reconciliation account"

Hello,
I am new to SAP and I would like to understand the difference between the "account group" and the "reconciliation account" that appear both in the vendor master records.
From what I read, "account group" is just a classification but has no "accounting" impact whereas "reconciliation account" (goods suppliers, overhead expenses suppliers...) do have an accounting impact.
However I am not sure so I would like a confirmation on that and if possible examples so I could really understand.
Thank you.

Hi,
The account group is a way to divide vendors into groups for reporting later on.
The account group is also the link to the number range and the field selection functionality.
Please refer the below link for more clarity.
http://help.sap.com/saphelp_46c/helpdata/en/53/c98647ca3711d2b494006094b9114a/frameset.htm
Account group
The reconciliation account is the account is the account which is posted to at invoice receipt stage where the vendor account represents the sub ledger and the reconcilation account the ledger.
Reconciliation Account
http://sapdocs.info/sap/fico/reconciliation-accounts-and-special-gl-indicator/
Hope it helps you.
Thanks.

Restrict creation of customers according to account group and sales area.

Similar Messages

Maybe you are looking for