SAP SD – Customer Master Customization
Customer Master Customization
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Customer master is the primary master data in SAP SD. Typically SAP SD functional consultant will have to customize the customer master at least a little bit to suit the requirements of the project. Since this is very standard data and needs to be synced across systems ( For Example ECC CRM ), SAP allows very little customization to the customer master. Nevertheless, SAP allows full customization in the customer master in terms of fields (Hide, show, grey out fields, make fields mandatory etc)and external interfaces ( Interacting with external tax vendors like Vertex etc ) .
Configuration
Menu Path is [ SPRO -> IMG -> Logistics General -> Business Partner -> Customers -> Control ]
Configure Field Statuses in Customer Master
Step 1. - The control is defined at the customer account group level. So for a customer type of Sold-to – 0001 , the fields can be customized. Select the Customer Account Group. In this case we have selected the 0001 – Sold-to Party.
Step 2. - A customer master in standard R/3 can have multiple views – General view, company code view and the sales view. Double click on the corresponding text in the Field status tab to customize the specific view.
Step 4. - Fields in the customer master data are grouped into “Status Groups” or “Field Status Groups” . For example, the Address group contains all the fields related to the address data like the name, street name, zip code etc. Select the right field status group.
Step 5 .- Each field can have any of the following 4 statuses – These statuses are self-descriptive.
- Suppress – Do not show the field in the master data.
- Required Entry – Make this field mandatory.
- Optional Entry – Make this field an optional entry.
- Display – Gray out this field.
DEMO
Here is an example of the customer master “Name” field for the standard customer account group 0001- Sold to party. The little check mark in the name field signifies that the field is indeed mandatory.
Now change the radio button of the first field ( Name 1/Last name ) to Opt. entry.
If you create a new customer now, you can see that the name of the customer will be optional ( As is evident by the lack of the check mark in the Name field )
Please click here for SAP training.
1. Created Account group – ZBR1 (SPRO->IMG>Logistics General>Business partner>Customers>Define account groups) a copy of 0001
2. Now go to partner determination TCODE (VOPAN) or path SPRO>IMG>Sales and dist>Basic Functions>Partner determination
3. Created a new partner function for customer master say copy of SP (BS)
4. Assigned newly created partner function BS to account group ZBR1
5. Created a new partner procedure copy of AG (BG)
6. Assigned the partner function BS in partner procedure BG
7. BG Partner determination procedure Assignment to account group ZBR1 created.
8. Now created a new customer # 128 belong to ZBR1 account group, the partner determination proc in sales area is BG
9. Now created a sales order xx for this new customer, a new partner function is determined automatically since mandatory field is selected in partner function.
Suppose i have added 3 custom fields in the table for customer and they do not appear in the Transaction but in another UI, for example, a WEB UI.
How will i make these 3 fields mandatory through SPRO, so that they appear mandatory in WEB UI also?
Thanks
Regards
ZIL is created
accpunt group ZIL is created
created account grp ZIL
Created Account group ZDG1- 0001 Sold to
created account group ZRD1 copy of 0001
created account group IL
Created Account Groups and
ZMD1 Sold to party MD 0001
ZMD2 Ship to Party MD
ZMD3 Bill to Party MD
ZMD4 Payer MD
Customer Account Group Sold-To-Party-1638 created.
Created Account group: Z003 > tcode is OVT0.
It controls:
1) Field selection
2) No range
3) One time customer or not?
4) Text determination procedure, partner determination procedure
5) out put type
Hi Siva,
I created Customer account group as M001-SoldToParty_mit
Hi Siva
How do I switch from external no. assignment to internal no.assignment?
In Customer Account Group, you can specify a number range ( defined in VN01 ) . Create your own customer account group and try it. If not, please give me the details here and I will fix it for you.
Siva,
I tried to customer last name field but it is not allowing me to save.It prompts a window as “Prompt for Customizing project”. I am not sure what to enter in Request. Please advise.
Thanks,
Prem
Is there a way to suppress/hide/display the fields in Addtional Data in the KNA1 ?
Account Group ZLC1 defined (copy from 0001 Sold-to-Customer). Fields customized.
Assumption – Once a customer is created using an account group because previously defined field values in the customer record may not correspond to the requirements of the different account group.
Created Account group: R001
Created Account group ZLS1..
Customer acc grp: Z001 created (field customization done)
Rgds/
Edward
Ans: Created Y020 account group as a copied from 0001 sold to party. t-code is ovt0
Created new account group ZN56 copying Sold-to party 0001
Hi Siva,
I tried creating a test customer with no 66661 under 1000 ,10,00.
When filling up the Sales area view,I am facing problems with the Taxes section.
It is greyed out and I cant enter anything.I cant proceed further because it says “check tax classification,mnt incomplete”.I went into SPRO,and even tried to make this field to optional , as described in one of your articles to customise the Billing docs in the “Maintain field status Group” But still it does not work.Can you please help?
As discussed in today’s class – you have succesfully achieved this. But, PLEASE do NOT change standard Customer Account Groups. It will create problems for others. Hope you understand.
Account Group Customization
Created my own account group ZSAH
excellent explanation with screen shot for the novice……..Hat off
I tried creating my own account groups as
Sold to party (AG) k01
Bill to party (RE) k03
Payer (RG) k02
Ship to party k04
Sales rep k05
One time customer K06
I was not able to find partner determination for last three accounts group. What should I do?
Siva – how do you go to this path: SPRO -> IMG -> Logistics General -> Business Partner -> Customers -> Control
Type in SPRO in the command window ( where you enter the t code ) and click on “SAP Rerefence IMG” and then the rest of the path is pretty obvious. Let’s dicuss this on Monday’s class if required.
Hi Julie
The solution is given in the URL under the “Additional Training material” – The links is given below.
http://www.magnatraining.com/not-able-to-create-customer-master-for-new-customer-account-groups-in-sap/
Please reply back if you have questions. If you don’t have screenshots, please post it here. Otherwise as usual, send me an email.
Can you please take a look at the screen shot and tell me where am i going wrong ….and also I am not getting the Tax details in the Billing Tab when I am creating the customer …..???