Customer Account Group acts like a backbone for customer master data and is pre-requisite for creation of customer master data.
Ideally Individual account groups will be created based on the below parameters.
Field Status Control
Path:
Goto SPRO - Financial Accounting New - Accounts receivable and Accounts Payable - Master data - Define Account Group with Screen Layout ( Customers) ( T.Code - OBD2)
Create new account group with reference to existing one or use the existing account group.
Maintain the required data in the newly created account group. If this account group is meant for one time customer then select the check box - One time account.
Else if this is meant for regular customers then leave it blank.
Select the below field status data to control fields .
Suppress - This is used to hide a field
Req. Entry - This is used to make a field manadatory
Opt. Entry - This is used to make a field Optional.
Display - This will disable the field for data entry
As a best practice it is better is suppress the fields which are not required by the business user.
Ideally Individual account groups will be created based on the below parameters.
- Field Status
- Number Ranges
- Partner Functions
- Type of Customer I.e., Regular or One Time Customer
For domestic customer GSTIN number is mandatory whereas for export customers it is not.
further, We can create individual account groups for 'One time account', 'Ship to Party', 'Bill to Party' and 'Payer'.
So due to that individual account groups need to be created in this case for both export and domestic customers, 'One time account', 'Ship to Party', 'Bill to Party' and 'Payer'.
Path:
Goto SPRO - Financial Accounting New - Accounts receivable and Accounts Payable - Master data - Define Account Group with Screen Layout ( Customers) ( T.Code - OBD2)
Create new account group with reference to existing one or use the existing account group.
Maintain the required data in the newly created account group. If this account group is meant for one time customer then select the check box - One time account.
Else if this is meant for regular customers then leave it blank.
Select the below field status data to control fields .
Suppress - This is used to hide a field
Req. Entry - This is used to make a field manadatory
Opt. Entry - This is used to make a field Optional.
Display - This will disable the field for data entry
As a best practice it is better is suppress the fields which are not required by the business user.
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