Kontakt

Ansicht
Dokumentation

SIMG_CFMENUORFBOBD3 - Define Account Groups with Screen Layout (Vendors)

SIMG_CFMENUORFBOBD3 - Define Account Groups with Screen Layout (Vendors)

Addresses (Business Address Services)   PERFORM Short Reference  
This documentation is copyright by SAP AG.
SAP E-Book

Define account groups for suppliers

In this step you determine the account groups for suppliers.

You can also define reference account groups for one-time accounts. These enable you to control the fields in the one-time account screen.

You can, for example, make certain fields required fields and suppress others.

When creating a supplier account, an account group must be specified. You can enter a reference account group in the "General data" section of the one-time account master record under "Control data". If you do not specify a reference account group, all fields in the one-time account screen for document entry are ready for input (as before).

Via the account group you determine

  • The interval for the account numbers
  • Whether the number is assigned internally by the system or externally by the user (type of number assignment)
  • Whether it is a one-time account
  • Which fields are ready for input or must be filled when creating and changing master records (field status)
  • the structure of the master record input screens (field status) when creating a supplier master record of an account group.
  • Using the field status, you can define the following:

  1. Display: which fields should be displayed by the system
  2. Suppress: which fields should be hidden or suppressed
  3. Req. Entry: which fields should be mandatory
  4. Opt. entry: which fields should be optional
When you define the field statuses using this configuration, the corresponding fields’ UI properties reflect in the Manage Supplier Master Dataand Manage Business Partner Master Data(via role navigation: FLVN01, FLVN00) Fiori apps. Besides the Fiori apps, the field property customizing settings also reflects in the UI for Maintain Business PartnerWebGUI app.
Note: For the Fiori apps, the customizations are applicable only for the standard fields that are available on the Manage Supplier Master Dataand Manage Business Partner Master DataFiori apps.
To get an overview of the supported fields on Fiori apps, see the SAP Help Portal at http://help.sap.com -> SAP S/4HANA Cloud -> Product Assistance -> Master Data -> Master Data Maintenance -> Business Partner/Customer/Supplier -> Manage Supplier Master Data -> Account Group -> Field Mapping.
When you define the field statuses using this configuration, the corresponding fields’ UI properties reflect in the Manage Supplier Master Dataand Manage Business Partner Master Data(via role navigation: FLVN01, FLVN00) Fiori apps. Besides the Fiori apps, the field property customizing settings also reflects in the BP transaction code and UI for Maintain Business PartnerWebGUI app.
Note: For the Fiori apps, the customizations are applicable only for the standard fields that are available on the Manage Supplier Master Dataand Manage Business Partner Master DataFiori apps.
To get an overview of the supported fields on Fiori apps, see the SAP Help Portal at http://help.sap.com-> SAP S/4HANA-> Product Assistance -> Cross Components -> Business Partner Master Data -> SAP Business Partner -> Functions -> Account Group -> Field Mapping.
Caution:It is recommended not to mark any fields which are not part of standard Fiori UI, as mandatory/Req. Entry because this will trigger backend errors in the Fiori apps that cannot be resolved from the UI
For example, you make field A as Req. Entry but field A is not a standard field on Fiori apps. When saving data in the Fiori apps, you will get errors that field A is mandatory and you need to fill data; but you cannot fill data as the field is not available in the UI.
In order to avoid such errors and save the data successfully, you must consider refraining from making fields as Req. Entry in this configuration step.
  • You can define the field status for:

  1. General data area
  2. Company code area. These settings affect all company codes.
  3. Purchasing data area
Example:
You want to hide the address, communication and bank data fields for the one-time accounts. You determine the field status in the general data area for these fields since the fields are contained in this area. The reconciliation account field is defined as a required field since a reconciliation account must also be specified for the one-time accounts. This field is company code dependent. You define the status of this field in the company code dependent data area.
  • Fields are combined into field groups. The settings you make for the various field status definitions are linked with each other. This means that the fields in a field group adopt the status defined for the field. You can double-click on a field to view its grouped fields.

For field mapping of the customizing field names to the corresponding Fiori UI field names, see the SAP Help Portal at http://help.sap.com -> SAP S/4HANA Cloud -> Product Assistance -> Master Data -> Master Data Maintenance -> Business Partner/Customer/Supplier -> Manage Supplier Master Data -> Account Group -> Field Mapping.
For field mapping of the customizing field names to the corresponding Fiori UI field names, see the SAP Help Portal at http://help.sap.com-> SAP S/4HANA-> Product Assistance -> Cross Components -> Business Partner Master Data -> SAP Business Partner -> Functions -> Account Group -> Field Mapping.
Example:
In the General Dataarea, if you select the group Communication and select the field Telex, fax, tel. If you double-click the field Telex, fax, tel.,you will be able to view the grouped fields Telephone1, Telephone2, Fax Number, Telex number.If you choose Suppress for the field Telex, then the grouped fields Telephone1, Telephone2, Fax Number, Telex number adopt the field status as Suppress.

With the account groups, you group accounts together according to the criteria mentioned above, for example, one-time accounts. You determine the account number interval and the type of number assignment using the number ranges.

Do not forget to maintain the field status when you create new account groups. If you do not mark a status for a field group, all the corresponding fields are displayed. We recommend that you control the field status by account group. In exceptional cases it may make sense to control the field status by company code or transaction.

You can only delete an account group from the system if no master record refers to this account group. Otherwise you can no longer display or change the master record.

  • Changing the field status definition
If you suppress a field which you have already filled in at an earlier date, the field content is still effective.
  • Changing number ranges
You can increase the upper limit of the number range interval as long as no other interval contains the required numbers. You can assign a new number range to the account group. The numbers of the new master records must then be within the new range.

Sample account groups have been defined.

Do not use the account groups to group the supplier accounts according to content i.e. do not attempt to assign the accounts via the account groups to accounting clerks or to group suppliers together according to countries. You can do this via special master record fields.

  1. Check and change the standard account groups if necessary.
  2. Make sure that the number ranges specified for the account groups have been created.






SUBST_MERGE_LIST - merge external lists to one complete list with #if... logic for R3up   ROGBILLS - Synchronize billing plans  
This documentation is copyright by SAP AG.

Length: 9609 Date: 20240523 Time: 215252     sap01-206 ( 168 ms )