SAP Customer Account Groups vs SAP Partner Functions (1)

8/16/2019 SAP Customer Account Groups vs SAP Partner Functions (1)

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Groups

vs

SAP PartnerFunctions



Introduction In very broad terms:◦ Business partners are all the people or companies involved in

a transaction. They may be customers vendors !such ascarriers" employees !such as CS#$s or sales people" contact

people%◦ &hen you create a ne' customer master you have to select

a customer account (roup )master data*

◦ +nce the customer master is created you assi(n them apartner ,unction that identi-es their roles and responsibilities'ithin the sales transactions )transaction data*

| SAP CUSTOMER ACCOUNT GROUP VS SAP PARTNER

FUNCTION | O2C PROCESS BOARD | DEC 2012 | BUSINESS2



&hat is a Customer

Account Group &hen you create a ne' customer master on the initialscreen you have to select a customer account (roup.

Typically there are / ma0or customer account (roupsimportant in sales◦ 1112 3 Sold4to Party

◦ 1115 3 Ship4to Party or Goods #ecipient

◦ 1116 3 Payer

◦ 111/ 3 Bill4to Party

There may be and are typically more account (roups. Fore7ample:◦ Sales Person CS# A8liates %





&hat is a Customer

Account Group The customer account (roup determines a number o, thin(s:◦ &hat number ran(e !9#" is assi(ned to it For e7ample: this means

that the Sold4to 9# could be dierent ,rom the Ship4to 9# ma;in(them easier to identi,y on the transaction level !use,ul 3 trust me <""

◦ Is the customer number internally assi(ned or does the user need toassi(n it For e7ample: A8liate !Intercompany Customers" usuallyhave e7ternal 9# assi(ned. +thers are normally internally assi(ned.

◦ &hat screens and -elds are re=uired optional or hidden Fore7ample: a ship4to party 'ill never pay bills so no payment or billin(screens or -elds need to be maintained. They can be hidden.

&hich customer account (roups e7ist can and 'ill vary in eachpro0ect. The e7amples here are the standard delivered account(roups.





o' me some e7amp es oCustomer Account Groups

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&hat is a Partner

Function A partner ,unction re,ers to the ri(hts roles andresponsibilities a business partner can ta;e on in abusiness transaction

>7amples:◦ SP Sold4to party

◦ BP Bill4to party

◦ P? Payer

◦ S@ Ship4to party

◦ B Sales Bud(et +'ner

◦ S Sales #ep

A customer account (roup is con-(ured to ta;e on one ormore partner ,unctions

/

@



appear to e t e same. @o'are they related

An e7ample may help:◦ A customer that is created as a Sold4to party !customer account

(roup 1112" can play dierent roles in a transaction.◦ They can act as the Sold4to )SP*

◦ They can also act as a Ship4to )S@*◦ They can also act as a Payer )P?*

◦ They can also act as a Bill4to )BP*

Great so 'hat does that really mean◦ It is important ,rom a master data maintenance perspective.

◦Instead o, havin( to maintain / customer masters records each'ith their o'n customer account (roup !Sold4to Ship4to PayerBill4to" 'e can create a Sold4to !customer account (roup 1112" that acts as a Sold4to !SP" Ship4to !S@" Payer !P?" Bill4to !BP" in the transactions.

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appear to e t e same. @o'are they related

Great so 'hat does that really mean !cont"◦ So that means less customer master maintenance.

◦ It also means that you can con-(ure customer master account(roups that play dierent roles. >7ample: Patient Daster

◦ &hen the contact lenses are shipped to the optometrist the patient numbercan be included as an in,ormation only partner ,unction on an order line item

◦ &hen the contact lenses are shipped directly to the patient !ETP" thepatient could be the Ship4to party partner ,unction

◦ &e can also limit the roles a partner ,unction can ta;e in atransaction. For e7ample: A customer created as a Ship4to !account(roup 1115" location cannot be assi(ned a partner ,unction o,Sold4to Payer or Bill4to.

9ote: I, you loo; at transactions !orders deliveries invoices" you'ill only ever see partner ,unctions not customer account(roups.


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re=u re to comp ete a a es Transaction

Sold4to Party◦ In SAP this is the master customer. It is typically on the +rder

Eelivery and Billin( document. A lot o, data on the order de,aults,rom the sold4to party master. +nly 2 sold4to can be on an order.

Ship4to Party Goods recipient◦ In SAP this is the main partner ,or shippin( !deliveries return

deliveries shipments %". It determines 'here the (oods 'ill bedelivered. +nly 2 Ship4to can be on a delivery.

Payer

◦ In SAP this is the main partner ,or billin( !invoices creditmemos..". It is also the party responsible ,or payin( the bill. Sothey are important ,rom an A# and credit mana(ementperspective. +nly 2 Payer can be on an invoice.


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re=u re to comp ete a a es Transaction

Bill4to Party◦ In SAP the Bill4to is the address that the invoice is sent to

!physical or electronic". So the bill4to is also a main partner,or billin(. It is typical ,or the Bill4to to e=ual the Payer !but

does not have to be". For e7ample: An +ptomitrist has severalstores. @e may be responsible ,or the bill !the Payer" butre=uire the individual stores to receive the invoices to veri,ythem !the stores 'ould be the bill4to$s". +nly 2 Bill4to perinvoice


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SAP Customer Account Groups vs SAP Partner Functions (1)