User GuideSAP

SAP

Sana Commerce 9.1
Your connector

Select all
Back Next

Customer Account Group Mapping



Customer account groups in SAP are used to classify customers into business partner functions that fit best the nature of the business transaction. Customer account groups control the customer hierarchy containing the customer master record. It determines the role of a customer and customer master data.

When a customer account is created, it is assigned to a certain account group.

There are different customer account groups in SAP, the following 4 are used more often and they are major customer account groups used in sales:

  • 0001 - Sold-to Party
  • 0002 - Ship-to Party or Goods Recipient
  • 0003 - Payer
  • 0004 - Bill-to Party

When the customer master record with an appropriate customer account group is created, the partner function should be assigned to it. Partner function identifies account group roles and responsibilities within the sales transactions. A partner function refers to the rights, roles and responsibilities a business partner can take on in a business transaction.

The basic partner functions are:

  • SP     Sold-to party
  • BP     Bill-to party
  • PY     Payer
  • SH    Ship-to party
  • ZS     Sales Employee

A customer that is created with a customer account group Sold-to party can play different roles in a transaction. He can act as the Sold-to, Ship-to, a Payer or as a Bill-to.

Use the /SANAECOM/: Customer Account Group Mapping table to assign the appropriate customer account groups in SAP to the corresponding account group names. This is needed to save customers and customer master data, for example customer address, during customer registration, from the Sana web store to the appropriate customer account groups in SAP. Customer account group mapping is also used to maintain customer master data and for customers indexing.

The table below clarifies the functions of the account group names:

Field Description
CREATEBILLINGADDRESS Used to create customer's billing address.
CREATESHIPPINGADDRESS Used to create customer's shipping address.
CREATE_CONTACTS Used to create a contact.
When a sales agent creates a prospect customer in the Sana web store, this prospect is stored in SAP as a contact.
GET_CUSTOMER Used to index customers.

The Customer import task in Sana Admin will index only the customers with the account groups assigned to the GET_CUSTOMER account group name. You can create as many records with the required account groups as you need.
MAINTAIN_CUSTOMER Used to manage customers.

It is necessary to add records for all Sana account group names and map them to the existing in SAP customer account groups.

The table below provides description of the fields in the /SANAECOM/: Customer Account Group Mapping table.

Field Description
Website ID Enter Sana web store ID. It should be exactly the same as the one specified during installation of the Sana web store on Web and database server and that is stored in the Sana database. Default: 'SanaStore'.

If you have multiple web stores, you can set up account groups for each Sana web store.
Account Group Name Select the account group name which represents the type of customer master data.
Group Assign customer account group from SAP to the corresponding Sana account group name.
Back Next
User GuideSAP

Sitemap

Installation

Product Versions

Links

Sana Commerce does not accept any liability for the content of this website, or for the consequences of any actions taken on the basis of the information provided. The information below should be interpreted as an example. No rights can be derived from this information.

Sana Commerce – the integrated e-Commerce solution for Microsoft Dynamics and SAP
© 1998 - 2017 Sana Commerce. All rights reserved
Updated: January 2017