SAP ABAP IMG Activity REFXEX_V_T035 (Define Planning Groups)
Hierarchy
☛ EA-FIN (Software Component) EA-FIN
   ⤷ RE-FX (Application Component) Flexible Real Estate Management
     ⤷ RE_CA_CU (Package) RE: Customizing (IMG) and Area Menu
IMG Activity
ID REFXEX_V_T035 Define Planning Groups  
Transaction Code S_AER_95000196   (empty) 
Created on 20060322    
Customizing Attributes REFXEX_V_T035   Define Planning Groups 
Customizing Activity REFXEX_V_T035   Define Planning Groups 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name REFXEX_V_T035    

In this step, you define the planning groups for customers and vendors. A planning group represents particular characteristics, behaviors or risks of the customer or vendor group. Therefore, you can break down incoming and outgoing payments according to the amount, the probability of the cash inflow or outflow, and the type of business relationship.

Example

  • O1 Domestic vendors
  • O2 Foreign vendors
  • O3 Affiliated companies: vendors
  • O4 Major suppliers
  • I1 Bank collection: customers
  • I2 Domestic customers
  • I3 Foreign customers
  • I4 Risk customers

You assign customers and vendors to a planning group by making a entry in the master record.

In addition, you allocate your planning groups to a planning level.

Actions

  1. Create planning groups according to your requirements.
  2. Allocate the planning groups to a planning level you have created for your subledger accounts.

Use

Requirements

Standard settings

The assignment of planning groups to partners is company-code-dependent. For example, in standard Customizing, E7 is used for tenants. If you have the business partner with customer account created automatically from RE, you can specify ( in this IMG activity) which planning group this partner receives, dependent on the company code.

The group that the level is assigned to becomes significant when a planned record is generated by periodic posting. Assign a level here that is normally used for receivables in Financial Accounting (for example level F1) found in standard Customizing).

Activities

Example

Business Attributes
ASAP Roadmap ID 204   Establish Functions and Processes 
Mandatory / Optional 2   Optional activity 
Critical / Non-Critical 2   Non-critical 
Country-Dependency A   Valid for all countries 
Assigned Application Components
Documentation Object Class Documentation Object Name Current line number Application Component Application Component Name
SIMG REFXEX_V_T035 0 ALN0000042 Rental Accounting 
Maintenance Objects
Maintenance object type C   Customizing Object 
Assigned objects
Customizing Object Object Type Transaction Code Sub-object Do not Summarize Skip Subset Dialog Box Description for multiple selections
V_T035 V - View SM30  
History
Last changed by/on SAP  20070328 
SAP Release Created in 700