How to Create Customer Account Groups in SAP

What are customer Account Groups in SAP?

The Customer Account Groups in SAP control the customer master data through the field status. It enables which fields to be maintained as mandatory or optional and displays during the creation of customer master data in SAP.

Every Customer Master is included with multiple fields.  Based on the partner functions and transactions, we can assign the field status to the fields as per the requirements. So, based on the field status maintained for the customer account group, the system checks every field during the creation or change of master data.

How to Create Customer Account Groups?

Let’s configure the below customer account groups

Steps to create a customer account group:-

• IMG Menu Path:- IMG > Finance Accounting –> Accounts Receivable and Accounts Payable –> Customer Accounts –> Master Data –> Preparation for creating customer master data –> Define Account Groups with screen layout (Customer)
• Transaction Code:- OBD2

Step 1: Enter Transaction code SPRO in the SAP command field and press enter.

Step 2: Select SAP Reference IMG

Step 3: Follow the IMG Menu Path and select

Step 4: Select New entries to create a new customer account group.

Step 5: Update the following data.

• Account Group: Enter four digits customer’s Account group code
• Description: Enter the name of the customer account group.

Select Company code data under field status and select Account management under a group,

Select Reconciliation account as required entry

Step 6: Select the Save Icon to save the configured settings

Thus, customer account groups are successfully configured in SAP.

Now create a following customer Accounts group by referring to the above steps:

• A002 – Sold To Party (SP)
• A003 – Ship To Party (SH)
• A004 – Bill To Party (BP)
• A005 – Payer (PY)