Changing Grouping in SAP S/4HANA – What to Do Without XD07?

With the introduction of SAP S/4HANA, a lot has changed in master data maintenance – especially around customer and supplier master records. Anyone who used to be able to quickly change the account group of a customer with the transaction XD07 will look in vain for this function in the new system. But what is the alternative in S/4HANA? And how do you deal with it in practice?

What has changed?

In SAP S/4HANA, the concept of business partners replaces the previous master data transactions such as XD01, XD02 or XD07. The previous group of accounts was replaced by the so-called grouping.

The group:

  1. controls the number assignment (internal or external)
  2. influences field control
  3. is defined when the business partner is created

A change of grouping is no longer provided for in the standard.

Why is XD07 no longer available?

In the past, XD07 could be used to change the account group of a customer base retrospectively. In S/4HANA, this is no longer possible – and for good reason:

  1. Grouping affects table structures and required fields
  2. Switching can lead to inconsistent master data
  3. Number range logic can be disrupted

That’s why XD07 was abolished by SAP – in favor of consistent and stable master data.

A subsequent change of grouping is not planned. Instead, SAP recommends the following way:

  1. Check existing business partner (e.g. transaction data available?)
  2. Create New Business Partner with the Desired Grouping (Transaction BP)
  3. Transfer master data such as address, bank details and roles
  4. Archive or block the old business partner (if possible)

Are there any workarounds?

Technically, it is possible to change the grouping via debugging or manual database changes – for example, with the help of SAP notes such as Note 2570961.

However, these methods are:

  1. not officially supported by SAP
  2. associated with a high risk of inconsistencies
  3. problematic from an audit perspective

Such interventions should only be carried out in exceptional cases and with caution – ideally by experienced SAP consultants.

Result

Changing grouping in SAP S/4HANA is no longer a simple technical process, but a topic of strategic master data maintenance. If you want to work properly, you create business partners directly with the right grouping – and in the event of errors, you can use a new system.

Tip: If an incorrect grouping has been used – don’t mess around for long. Better: create and document new business partners cleanly.