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Procedure documentation Changing Customer Hierarchies Locate the document in its SAP Library structure

Use

Customer hierarchies are flexible and time-dependent, as organizations are constantly undergoing changes.

Example

A customer may reorganize its structure and assign some retail stores from one region to another.

Or a customer may merge several of its area divisions into one new unit.

If the structure of your customer organization changes, you can show these changes in the customer hierarchy by

For further information, see Creating a Customer Hierarchy.

You can use this function to display future changes to the customer hierarchy.

For further information, see Removing Customers from the Hierarchy.

Prerequisites

You reach Customer Hierarchy Maintenance.

Reassigning Customers

  1. Select the customer that you want to reassign and choose Customer ® Ressign.
  2. In the right-hand side of the screen enter the number and the sales area of the target customer and choose Copy.

This graphic is explained in the accompanying text

You can reassign a customer using drag & drop.

Result

The customer appears in the new place in the hierarchy from today’s date onwards.

The indicators you enter to show whether the customer is relevant for pricing, rebates or statistics, only apply automatically for newly assigned customers.

If other customers are assigned to the reassigned customer, these are automatically reassigned as well.

Changing Validity Periods

  1. Select a customer and choose Customer ® Assignment ® Change Validity.
  2. Enter a new validity period in the right-hand side of the screen and choose Copy.

Result

The customer is assigned to the higher-level customer from the new valid-to date to the new valid-from date.

Previous assignments retain their validity until the new valid-from date or from the new valid-to date.

For further information, see Changing Validity data in a Customer Hierarchy.

 

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