Summary -

In this topic, we described about the below sections -

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.

Customer Account Group

(OR)

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

Customer Account Group

Click on SAP Reference IMG.

Customer Account Group

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.

Customer Account Group

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

Customer Account Group

Step-3: Enter the below details.

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

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

Customer Account Group

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

Customer Account Group

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

Customer Account 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.

Customer Account Group

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

Customer Account Group

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

Customer Account Group

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)