SAP

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.

In the main menu of the Sana add-on, click Webstore Configuration. In the Webstore Id field, select your webstore and click on the Change Webstore Settings button at the top. Expand the Customers area.

Use the Account Group Mapping table to assign the appropriate customer account groups in SAP to the corresponding account group in Sana. This is needed to save customers and customer master data during customer registration from the Sana webstore to the appropriate customer account groups in SAP. Customer account group mapping is also used to retrieve the list of customers from SAP by customer indexing in Sana Admin.

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

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 Account Group Mapping table.

See an example of the customer, guest and prospect creation in the Sana webstore.

Customer registration

Guest checkout

Prospective customer creation

See also: