Account group is the highest level of customer master data. Customers are classified into various account groups.

Account Group functionalities -

• Controls the field of customer master.
• Classifies customers to use for various functions.
• Links the partner functions.

Create Customer Account Group: -

Below process is to create the customer account group TCAG (Test Customer Account Group).

Step-1: Enter the transaction code OBD2 in the SAP command field and click Enter to continue.

(OR)

Enter the transaction code SPRO in the SAP command field and click Enter to continue.

Click on SAP Reference IMG.

Expand SAP Customizing Implementation Guide → Financial Accounting → Accounts Receivables and Accounts Payables → Customer Accounts → Master Data → Preparations for creating customer master data → Define Account Groups with screen layout (Customers) . Click on Execute.

Step-2: In the next screen, click on New Entries on the application bar.

Step-3: Enter the below details.

• Customer Account Group − 4-digit account group.
• Name
• Field Status

Step-4: Select the respective Field Status and click on Edit Field Status.

Step-5: In the next screen, Select the Group of fields for which want to maintain Field Status.

Step-6: In the next screen, select the radio buttons for the Field Status of the selected Group.

Repeat the above process until all the groups are edited.

Step-7: Once all the details entered, click on the Save button to save the changes.

Step-8 It prompt for the Change Request. Click on tick mark.

Step-9: Status bar displays the below message once the Customer Account Group saved successfully.

Use the below transaction to create Vendor Account Groups - OBD3 - Create Vendor Account Groups.

Technical Information: -

• Transaction Code: - OBD2
• Navigation path: - SPRO → SAP Reference IMG → SAP Customizing Implementation Guide → Financial Accounting → Accounts Receivables and Accounts Payables → Customer Accounts → Master Data → Preparations for creating customer master data → Define Account Groups with screen layout (Customers)