Thursday, July 24, 2008

Maintaining a Customer Hierarchy in SAP SD

Use

An important aspect of customer hierarchies is their flexibility. When a customer's structure changes in any way, you must be able to respond quickly and change the corresponding customer hierarchy with the minimum of effort. For example, a customer may reorganize its structure and move some retail stores from one region to another. Or a customer may merge several of its area divisions into one new unit. When you move a customer or node from one part of a hierarchy to another, you automatically carry with it all other subordinate data.

Maintaining Master Data

You maintain the master data for hierarchy nodes in exactly the same way that you maintain customer master data. In addition, you can maintain the data for each assignment of a node within a hierarchy. You can display and maintain both kinds of master data from the main master data screen in Sales & Distribution. To maintain the assignment of a node, you enter the hierarchy type and a validity date. The system then displays the hierarchy nodes that meet your selection criteria. If there is more than one hierarchy, each hierarchy appears as a list of underlying nodes and customers.

Maintenance Features

Customer hierarchies can be maintained as follows:

  • Adding a new node or customer
  • Changing the assignment of a node or customer from one node in the hierarchy to another
  • Changing validity data of a node or customer
  • Deleting a node or customer from the hierarchy.

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