Define Customer Account Groups in SAP S4 Hana

Last Updated on August 13, 2022 by admin

When you are creating a customer account in SAP, you must specify an account group for the customer account.

Customer Account group determines

• The number range intervals for customer accounts
• It determines the type of number assignment, whether the number range interval is assigned internally or externally
• Type of Account
• It determines field status for creating customer master records, i.e. which fields are optional or mandatory to maintain when you are creating or editing customer master records.

Scenario: After the creation of customer account groups, you need to assign the BP group to the Customer Account Group for customer/ vendor integration with Business Partner. In S4 Hana, when you create BP, the customer account will be created.

In this configuration, we are going to maintain the following customer account group in SAP Hana system: –

How to Define Customer Account Groups in SAP S4 Hana

You can define customer account groups in SAP S4 Hana by using the following navigation methods:

• Transaction code: OBD2
• SAP IMG Path: SAP Customizing Implementation Guide > Financial Accounting > Accounts Receivable and Accounts Payable > Customer Accounts > Master Data > Preparation for Creating Customer Master Data > Define Account Groups with Screen Layout (Customers)

Refer to the below step-by-step procedure to create customer account groups in the SAP S4 Hana system.

Step 1: Execute transaction code “OBD2” in the SAP command field

Step 2: In the next screen – change the view of customer account groups, it displays a list of existing customer account groups in the SAP S4Hana system. From this screen, you can maintain new customer account groups by copying from existing account groups or by the new entries function.

In this scenario, we are going to maintain new customer account groups in SAP by using the new entries option. So click on “New Entries” to the option to create new customer account groups in the SAP system.

Step 3: On the New entries of the customer accounts groups creation screen, update the following fields

• Account Group: Enter a new key that defines a customer account group in SAP S4 Hana.
• Meaning: Update the text of the customer account group
• One-Time Account: Check this indicator only, if this customer account group is applicable to creating one-time customer accounts.

Now double click on “Company Code Data”

Step 4: In the next screen, Maintain Field Status Group: Overview -double click on “Account Management”

Step 5: Under Account Management fields, update the following fields as Required entry

• Reconciliation Account
• Sort Key

Step 6: Now go to the next group: Payment transactions, make the following fields as required entry

• Terms of Payment
• Also as per business client requirements, you can make the fields required entries or optional entries.

After maintaining complete details for customer account groups, click the save option and save the details in SAP S4 Hana system.

Next step: Create Number Ranges for customer accounts and assign no ranges to customer account groups.