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Function documentation Working with Account Hierarchies  Locate the document in its SAP Library structure

Use

You can create and modify account hierarchies according to your business requirements. Account hierarchies enable you to depict your organizational structure and quickly reflect changes made to it, thus providing you with the means to deal effectively with organizational changes.

Prerequisites

You have made the necessary settings for account hierarchies in Customizing for Customer Relationship Management, by choosing Master Data → Business Partner → Account Hierarchy.

Features

You can do the following:

●      Vary the display of the hierarchy structure according to the validity period.

●      Enter nodes with different validity periods.

●      Assign business partners with a validity period to a node:

○       You can assign a business partner only if it is not already assigned to a hierarchy node in a hierarchy structure of the category “pricing” at the time in question.

○       The validity period of the business partner can differ from the validity period of the node concerned.

●      Move nodes

●      Create new assignments of nodes

●      Delete assignments of hierarchy nodes and business partners, or place a time constraint on the assignments of business partners

Only the assignment of the node or substructure in the hierarchy is deleted, not however the node or substructure itself.

Assignments of business partners to nodes should not be deleted, but should rather be restricted to a period not exceeding the current date. You can use this history in the business transactions.

●      Create condition records for the nodes that are used by the system for pricing.

●      Enter the description of a hierarchy tree or node in different languages.

●      Copy nodes between account hierarchies using a copy and paste, or cut and paste function.

You can copy and paste or cut and paste:

○       Hierarchy nodes with all related accounts from the hierarchy you are working in to another

○       Cut and paste hierarchy nodes with the category "Pricing" with all related accounts and pricing conditions to another hierarchy

You can copy hierarchy nodes from the account hierarchy overview page by clicking Copy To. After selecting the relevant target hierarchy, a new screen displays both the source hierarchy and target hierarchy side by side. By selecting the relevant nodes in the source hierarchy, you can copy and paste, or cut and paste them to the relevant point in the target hierarchy.

●      Display hierarchies from SAP ECC, whereby each customer hierarchy type is displayed as a substructure. You can assign business partners to ERP hierarchy nodes. These business partners are only used in processes in SAP CRM, the data is not transferred to SAP ECC.

You can assign a business partner to an ERP hierarchy of the category “pricing” only once per sales area at a particular time.

 

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