SAP Knowledge Base Article - Public

2811360 - How to map planning level to a planning group for a Business Partner

Symptom

  • In App Maintain Business Partner, planning level field is not available under Customer: Account Management tab.
  • How Planning level is assigned to a business partner?
  • Where to see the mapping between planning level and planning group?

Environment

  • Financial Accounting (FI)
  • SAP S/4HANA Finance
  • SAP S/4HANA
  • SAP S/4HANA Cloud

Reproducing the Issue

  1. Click on App 'Maintain Business Partner'.
  2. Provide the business partner number and press start.
  3. Double click on the business partner.
  4. Select BP role: Customer (Fin.Accounting)
  5. Select Company Code tab.
  6. Under Customer: Account Management tab, only planning group field is visible.

Cause

This is a Standard behaviour.

Resolution

For S/4 HANA CLOUD, below SSCUI should be used to check the planning level which is assigned to a particular planning group for a customer or supplier. Use App "Manage Your Solution" and follow below steps:

  1. Go to 'Configure your solution'.
  2. Choose Application area as <Finance>.
  3. Choose Sub-application Area  as <Cash and Liquidity Management>.
  4. Select <Cash Operations> Item.
  5. Then Define Planning Group in SSCUI 101028.

For S/4 HANA On-Premise system, follow the below IMG path;

Financial Supply Chain Management -> Cash and Liquidity Management -> Cash Management -> Planning Levels and Planning Groups -> Define Planning Groups.

See Also

In order to 'Define Planning Level' you can use SSCUI 101027 for S/4 HANA CLOUD and below IMG path for S/4 HANA On-Premise;

Financial Supply Chain Management -> Cash and Liquidity Management -> Cash Management -> Planning Levels and Planning Groups -> Define Planning Levels.

Keywords

CASH_MANAGER, AP_ACCOUNTANT, AR_ACCOUNTANT, Define Planning Groups, 101028, S4_PC, cloud, Planning level, Planning group, FIN-FSCM-CLM, FI-FIO-AR, LO-MD-BP, Cash Operations, 101027, Cash and Liquidity Management, Cash Management , KBA , FIN-FSCM-CLM , SAP Cash Management , LO-MD-BP , Business Partners , FI-FIO-AR , Fiori UI for Accounts Receivable , How To

Product

SAP S/4HANA Cloud 1905