Changing Customer Hierarchy Node Assignment in SAP SD

You can make changes in a customer hierarchy to reflect changes in the structure of a customer's organization. When you reassign a node or customer within a hierarchy, all dependent nodes and customer master records are automatically reassigned as well.

Steps

To reassign a customer within a customer hierarchy, proceed as follows:

1. In the
SD Master Data Screen select, Business partners ® Customer hierarchy ®Change.

You reach the selection screen for customer hierarchies.

2. Enter a customer hierarchy type (the standard version includes only one type: A), a validity date, and select Program
® Execute.

The system displays a list of existing customer hierarchies that are valid for the date you entered.

3. Place your cursor on the customer you want to move and select Edit
® Hierarchy nodes ® Cut.

The system removes the customer from the existing assignment and displays it as a single node in the overview screen.

4. Place your cursor on the customer and select Edit
® Nodes ® Reassign.

A dialog box lists all nodes with the same organizational data as the customer you want to reassign.

5. To select the appropriate node, double-click on the node or place your cursor on it and select Copy.

The system automatically assigns the customer to the new location.

6. Save your work.

Reassigning a Sub-Hierarchy

You can also move an entire sub-hierarchy to another location within a customer hierarchy or even - if the organizational data allows it - to another hierarchy. To move a sub-hierarchy from one location to another, proceed as follows:

1. Place your cursor on the highest-level node of the sub-hierarchy and select Edit
® Sub-hierarchy ® Cut.

The system removes the sub-hierarchy from the customer hierarchy and displays it as a separate hierarchy.

2. To reassign the sub-hierarchy to a different location in the original customer hierarchy, place your cursor on the highest-level node of the removed sub-hierarchy and select Edit
® Sub-hierarchy ® Reassign.

A dialog box lists all nodes with the same organizational data as the sub-hierarchy you want to reassign.

3. To select the appropriate node, double-click on the node or place your cursor on it and select Copy.

The system automatically makes the new assignment.

4. Save your work.