Account Group Mapping
WATCH THE VIDEO
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
Customers that are created with a customer account group Sold-to party can play different roles in a transaction. They can act as the Sold-to, Ship-to, a Payer or as a Bill-to.
In the main menu of the Sana Commerce Cloud add-on, click Webstore Configuration. In the Webstore Id field, select your webstore and click on the Change Webstore Settings button at the top of the window. 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.
|
Field |
Description |
|---|---|
|
CREATE_CONTACTS |
Used to create a contact. When a sales agent creates a prospect customer in the Sana webstore, this prospect is stored in SAP as a customer with the selected account group. You can use only one customer account group for prospects. |
|
CREATE_GUEST |
Used to create a guest customer account in SAP. Guests are those who are placing orders in the Sana webstore without registration. You can use only one customer account group for guest customers. For more information, see Guest Checkout. |
|
GET_CUSTOMER |
Used to retrieve the list of customers from SAP by customer indexing in Sana Admin. 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 create a customer account in SAP, when a customer registers online in the Sana webstore. You can use only one customer account group for customers, who register online in the Sana webstore. |
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 the description of the fields in the Account Group Mapping table.
|
Field |
Description |
|---|---|
|
Account Group Name |
Select the account group name which represents the type of customer master data. |
|
Customer Account Group |
Assign customer account group from SAP to the corresponding Sana account group name. |
See an example of the customer, guest and prospect creation in the Sana webstore.
Customer Registration
Guest Checkout
Prospective Customer Creation
