Account Classification

Account classification enables you to classify accounts using freely-definable criteria. This is particularly useful for large companies where, for example, you want to classify different business units based on different criteria.

Example Example

The attribute “Role” has one value for a certain combination of country, sales organization, and business unit, and a different value for another combination of the same criteria. A company could be a customer in the business unit “Automation”, but a competitor in the business unit “Mobile Phones”. Similarly, a customer could have the ranking “Gold Customer” in a certain country, and the ranking “Silver Customer” in another country.

End of the example.

The account classification is available as a separate assignment block on the account overview page and as a search criterion. The account classification data is available in addition to the standard account data. This means that the roles in this assignment block are independent of those in the Roles assignment block, and the rating is independent of the overall ranking of the account.

You can combine the required criteria flexibly. Each classification category consists of a maximum of five criteria, and any number of attributes.

A classification category, such as account management or partner management, enables you to define the business scope in which the account classification is used. Predefined criteria and attributes can be assigned to the category, or you can define your own.

Note Note

Once data has been created for the combinations, the combination of criteria and attribute cannot be changed.

End of the note.

Example

The following table shows the classification of an account using the criteria sales organization, distribution channel, division, and country, and the attributes role and rating:

Corporate Account: Smith – Account Classification
Sales Organization	Distribution Channel	Division	Country	Attribute	Value
2000	Direct Sales	Vehicles		Role	Partner
1040	Service	High Tech		Role	Competitor
2500	Sold for Resale		Germany	Rating	Silver
4520	Direct Sales		France	Rating	Gold

Integration

Integration is provided with SAP Business Warehouse and enables reporting to be performed based on the account classification.

Prerequisites

You define account classification in Customizing for Customer Relationship Management, under Start of the navigation path Master Data Next navigation step Business Partner Define Account Classification End of the navigation path .