Maintain Matchcodes for Customers (SAP Library - Accounts Receivable and Accounts Payable)

Maintain Matchcodes for Customers

In this activity you define matchcodes for customer master records. If you want to change or display a customer master record but do not know the account number, you can search for it using a so-called matchcode. The system saves certain fields from a customer master record in a matchcode. You can search for the customer account using these fields, the so-called matchcodes.

Matchcodes are set up in the master data tables using database views and indexes (= update type I).

Example

You are looking for a specific customer account number, but know only the long text name of the account and its relevant company code. You can find the account number with the help of a matchcode search using the company code or long text.

Standard settings

The standard system includes the following matchcodes for customer accounts:

The matchcode ID A lets you search using address data.

The matchcode ID C allows you to search by class. You have to classify your customers first.

The matchcode ID D allows you to search using the "Search term" field in the master record. This field usually contains the essential part of the name. This ID also lets you search by company code.

The matchcode ID E allows you to search by country. This matchcode is used to search for foreign customers.

The matchcode ID K allows you to search by account group.

The matchcode ID S allows you to search by sales organization. This matchcode is used in the Sales and Distribution (SD) application.

The matchcode ID Z allows you to search by account number of the head office. This matchcode is used for searching according to the branches of a head office.

The matchcode object for customer accounts is called DEBI.

It determines which database tables and fields are required for the matchcode ID. You can create several matchcode IDs for a matchcode object. The matchcode ID determines which fields and/or combinations of fields are used for searches.

Note

Since proper capitalization is required for searches using the name (NAME1) and city (ORT01) of a customer, special substitute fields were created for these fields. All entries are automatically converted to capital letters in these substitute fields (MCOD1 for NAME1 and MCOD3 for ORT01). Therefore, when entering the name or city of the customer within a matchcode selection, you do not need to take capitalization into account.

Caution

If you require other matchcode IDs than the ones supplied with the standard software, which should include the fields for the name or city of the customer, you have to enter matchcode fields MCOD1 and MCOD3 for the search fields (NAME1 and ORT01) in the matchcode ID field list.

The substitute fields MCOD1 and MCOD3 are delivered with the standard SAP system for the search fields NAME1 and ORT01. The search field NAME2 is not contained in the standard matchcodes. Therefore you can configure a field other than the standard one. You can, for example, use the field STRAS (street) instead of NAME2 if you require the street as a search field. To do this, you must enter the field STRAS instead of NAME2 in the "Check search fields for matchcodes" step.

Activities

1. Find out which matchcodes are needed in your company.

2. Check the standard matchcode IDs. It is very important that the required fields are specified in the correct sequence. Add your own matchcode IDs if necessary.

3. If you want to carry out a matchcode search using classes, make sure that classes have been created via the Cross-Application Components in the Implementation Guide and are saved in the customer master records.

Additional information

For more information on matchcodes, see the BC ABAP/4 Dictionary manual. You can find further information on classification in the relevant section of the Basis Implementation Guide.