creating customer master
TRANSCRIPT
8/11/2019 Creating Customer Master
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EHP6 for SAP ERP6.0
April 2012
English
Create Customer Master(155.18)
SAP AGDietmar-Hopp-Allee 1669190 Wallorf German!
"aster Data Pro#e$re
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
Copyright
+ 2012 SAP AG. All rights reser,e.
SAP R/ SAP etWea,er D$et PartnerEge !Design SAP $siness34e#ts E5plorer StreamWorSAP HAA an other SAP pro$#ts an ser,i#es mentione herein as 7ell as their respe#ti,e logos aretraemars or registere traemars of SAP AG in German! an other #o$ntries.
$siness 34e#ts an the $siness 34e#ts logo $siness34e#ts %r!stal Reports %r!stal De#isionsWe3 8ntelligen#e #elsi$s an other $siness 34e#ts pro$#ts an ser,i#es mentione herein as 7ell astheir respe#ti,e logos are traemars or registere traemars of $siness 34e#ts Soft7are :t. $siness34e#ts is an SAP #ompan!.
S!3ase an Aapti,e Ser,er iAn!7here S!3ase /6' S;: An!7here an other S!3ase pro$#ts anser,i#es mentione herein as 7ell as their respe#ti,e logos are traemars or registere traemars ofS!3ase 8n#. S!3ase is an SAP #ompan!.
%rossgate m<gi# EDD= 2 /60> an 2 /60> Ser,i#es are registere traemars of %rossgate AG inGerman! an other #o$ntries. %rossgate is an SAP #ompan!.
All other pro$#t an ser,i#e names mentione are the traemars of their respe#ti,e #ompanies. Data#ontaine in this o#$ment ser,es informational p$rposes onl!. ational pro$#t spe#ifi#ations ma! ,ar!.
?hese materials are s$34e#t to #hange 7itho$t noti#e. ?hese materials are pro,ie 3! SAP AG an itsaffiliate #ompanies &@SAP Gro$p@) for informational p$rposes onl! 7itho$t representation or 7arrant! ofan! in an SAP Gro$p shall not 3e lia3le for errors or omissions 7ith respe#t to the materials. ?he onl!7arranties for SAP Gro$p pro$#ts an ser,i#es are those that are set forth in the e5press 7arrant!statements a##ompan!ing s$#h pro$#ts an ser,i#es if an!. othing herein sho$l 3e #onstr$e as#onstit$ting an aitional 7arrant!.
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
Contents
1 P$rpose..................................................................................................................................'
2 Prere$isites..........................................................................................................................'
2.1 Roles...............................................................................................................................'
/ Pro#ess Steps........................................................................................................................6
/.1 %reating %$stomer "aster Data &%entrall!)....................................................................6
/.1.1 %reating %$stomer "aster Data &%omplete)............................................................6
/.1.2 %reating Ship-to "aster Re#or.............................................................................10
/.1./ Assigning Ship-to "aster Re#or to Sol-to "aster Re#or..................................12
/.1.F Bpating %reit "aster Re#or for %$stomer........................................................1F
/.1.' %reating %PD %$stomer "aster Data &%omplete).................................................1'
/.1.6 %reating D$mm! %$stomer "aster Data...............................................................16
/.2 %reating %$stomer "aster Data &A##o$nting)...............................................................1(
/.2.1 %reating %$stomer "aster Data &A##o$nts Re#ei,a3le)........................................1(
/.2.2 %reating %$stomer Data "aster &A##o$nts Re#ei,a3le)........................................21
F Appeni5..............................................................................................................................22
F.1 Re,ersal of Pro#ess Steps............................................................................................22
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
Create Customer Master
1 Purpose8n this o#$ment !o$ ientif! ne7 #$stomers an #reate #$stomer masters for them. 8f the#$stomer ship-to master re#or is ifferent from the sol-to master re#or !o$ #reate a ship-tomaster re#or an assign the ship-to master re#or to the sol-to master re#or. ther7ise !o$#reate sales pri#e #onitions.
Prere!uisites
.1 "oles#se
?he follo7ing roles m$st ha,e 3een installe to test this s#enario in the SAP etWea,er$siness %lient &W%). ?he roles in this $siness Pro#ess Do#$mentation m$st 3e assigneto the $ser or $sers testing this s#enario. =o$ o not nee these roles if !o$ are $sing thestanar SAP GB8.
Prere!uisites
?he $siness roles ha,e 3een assigne to the $ser&s) 7ho 7ill perform the pro#ess stepses#ri3e in this o#$ment.
$usiness role Technical %ame Process Step
Emplo!ee&ProfessionalBser)
SAPPRE"P:=EES Assignment of this role isne#essar! for 3asi# f$n#tionalit!.
A##o$ntsRe#ei,a3le"anager
SAPPRAR%:ERC"SAPPRAR%:ERC"
Bpate %reit "aster Re#or for
%$stomer
%reate %$stomer "aster Data
&%omplete)
%reate Ship-to "aster Re#or
Assign Ship-to "aster Re#or to
Sol-to "aster Re#or
%reate %PD-%$stomer "aster
Data &%omplete)
%reate D$mm! %$stomer "aster
Data
A##o$ntsRe#ei,a3le A##o$nt - 8 nl!
SAPPRAR8:=S %reate %$stomer "aster Data
&A##o$nts Re#ei,a3le)
%reate %PD %$stomer Data
"aster &A##o$nts Re#ei,a3le)
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
& Process Steps
?he pro#ess steps Create Customer Master Data (Centrally) an Create CustomerMaster Data (Accounting) are alternate pro#ess steps. Whi#h step sho$l 3ee5e#$te epens on the a,aila3ilit! of SAP ERP SD s#enarios.
&.1 Creating Customer Master Data (Centrally)
#se
8n this a#ti,it! !o$ #reate the #$stomer master re#or.
%$stomer master ata is #reate 7ith the Sales and Distribution appli#ation SAPERP SD. %$stomer master ata is #reate in sales area an in #ompan! #oe anpro,ies all rele,ant information for sales pro#essing an a##o$nts re#ei,a3lepro#essing.
nl! pro#ee 7ith this se#tion if pro#esses of Sales and Distribution appli#ation&SAP ERP SD) are in s#ope. 8f this is not the #ase refer to the se#tion CreateCustomer Master (Accounting) in this o#$ment.
Prere!uisites
SAP ERP SD f$n#tionalit! is in s#ope.
&.1.1 Creating Customer Master Data (Complete)
#se
8n this a#ti,it! !o$ #reate the #$stomer master for ser,i#es.
Proce'ure
1. A##ess the transa#tion #hoosing one of the follo7ing na,igation options*
ption 1 S*P +raphical #ser Inter,ace (S*P +#I)
S*P -CC menu Logistics→ Sales and Distribution→ Master Data→ BusinessPartner→ Customer → Create→ Complete
Transaction co'e D01
ption S*P %eteaver $usiness Client (S*P %$C) via $usiness "ole
$usiness role A##o$nts Re#ei,a3le "anager
&SAPPRAR%:ERC")
$usiness role menu Accounts Receiable→ Master Data → Customers→ Create
Customer
2. n the Customer Create! "nitial Screen enter Account #roup Customer &n$m3er) anCompany Code &see ta3le 3elo7).
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
/. %hoose the appropriate Sales $rgani%ation &omesti# foreign) Distribution C&annel an Diision'
*ccount +roup *ccount %ame Possi/le %o. "ange Comment
YB01 Sol-to part! &e5t. n$m3er) 100000 - 199999 Bse for ser,i#es
YB02 Sol-to part! &e5t.#har.#oe) A - IIIIIIIIII
YB03 Sol-to part! &int. no.) Demo /000000 - /999999
YBAC %$stomer &affiliate %ompan!) F00000 - F99999
YBEC E5port %$stomers 100000 - 199999
YBPC D$mm! %$stomer A - IIIIIIIIII
YBVC enor 200000 - 299999
Different a##o$nt gro$ps $se ifferent s#reen la!o$ts. ?herefore some of thementione fiels ma! not 3e ,isi3le 7hen #reating a #$stomer.
F. %hoose Enter .
'. n the Create Customer! #eneral Data s#reen #hoose the Address ta3 page an enter thefollo7ing ata*
0iel' name Description #ser action an' values Comment
itle <title>
ame <name>
Searc&erm*
<search term1>
Street <street>
+ousenumber
<house number>
Postal Code <postal code>
City <cit>
Country <countr>
Region <re!ion>
6. %hoose More ,ields to open the Street Address se#tion an enter the follo7ing ata*
0iel' name Description #ser action an' values Comment
ime -one <time "one>
ransportation-one
<transportation
"one>
Language <lan!ua!e>
elep&one <telephone>
.ax <#ax>
J. n the %ontrol Data ta3 page enter the /endor &rele,ant for a##o$nt gro$p =%) an theA? Reg.o.
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
(. 8f #$stomers agree on ire#t e3its 3an #olle#tions enter Country Ban0 1ey an Ban0 Account &rele,ant for a##o$nt gro$p =01) on the Payment transactions ta3 page. Set theflag Collection Aut&. if neee.
9. "aintain the 8A*
ption 1 The /an 'etails (country 2 bank key 2 an' bank account ) an' the relevant I$*%o, the /usiness partner are no3n.
Customer Ctry $an 4ey $an *ccount I$*%Collection*uth.
100000 #or example$ %E
#or
example$
&00'0010
#or example$
1233(((
&1) %hoose "BA .
&2) %he# an #onfirm the propose 8A.
ption The I$*% is no3n /ut the /an 'etails (country 2 bank key 2 an' bank account )o, the /usiness partner are unno3n.
Customer Ctry $an 4ey $an *ccount I$*% Collection *uth.
100000
#or example$
%E0&&00'0010000
1233(((
&1) %$rsor on an empt! line.
&2) %hoose "BA .
&/) 8n the "BA Connerter * Enter the 8A.
&F) %hoose #enerate Ban0 Details.
&') Sele#t Enter .
10. n the Contact Person ta3 page enter ame .irst ame an .unction.
11. %hoose Company Code Data.
12. n the Account Management ta3 page enter the #orre#t Recon' Account Sort 0ey an the #orre#t Cas& mgmt group &omesti# foreign)'
1/. n the Payment transactions ta3 page enter erms o, Payment' 8f rele,ant maintain the Payment Met&ods &for e5ample AE) &account group 2B3*). Sele#t Payment +istory Record'
1F. n the Correspondence ta3 page enter Dunn' Procedure an Account statement &accountgroup 2B3*).
1'. %hoose Sales Area Data.
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
16. n the Sales ta3 page mae the follo7ing entries*
0iel' name Description #ser action an' values Comment
Sales District <sales district> A##o$nt gro$p =A%
Customer#roup
<customer !roup> A##o$nt gro$p =01
Currency <currenc>
Price #roup <price !roup> A##o$nt gro$p =A%
Cust' Price'Proc'
<Cust) Price) Proc)>
Cust' Stats'#rp
<Cust) *tats) +rp> A##o$nt gro$p =01
1J. n the S&ipping ta3 page mae the follo7ing entries for a##o$nt gro$ps =01 =0/
=E% an =%*0iel' name Description #ser action an' values Comment
Deliery priority
<deli,er priorit>
S&ippingconditions
<shippin!
conditions>
Deliery plant
<deli,er plant>
1(. %hoose $rder combination.
19. n the Billing document ta3 page mae the follo7ing entries*
0iel' name Description #ser action an' values Comment
"ncoterms <-ncoterms>
"ncoterms part 4
<-ncoterms part 2>
erms o, payment
<terms o# pament>
Accountassignmentgroup
<account assi!nment
!roup>
axclassi,ication
<tax classi#ication>
or a##o$nt gro$p =02 !o$ ha,e to sele#t the right partner f$n#tions.
20. %hoose Sae.
"esult
=o$ #reate the #$stomer master in the s!stem. ?o ispla! the #$stomer #reate in the s!stem
pro#ee as follo7s*
ption 1 S*P +raphical #ser Inter,ace (S*P +#I)
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
S*P -CC menu Logistics→ Sales and Distribution→ Master Data→ Business
Partner→ Customer → Display→ Complete'
Transaction co'e D0/
ption S*P %eteaver $usiness Client (S*P %$C) via $usiness "ole
$usiness role Accounts Receiable Manager (SAP5BPR5AR5CLER15M)
$usiness role menu Accounts Receiable→ Master Data→ Customers
Sele#t the #$stomer an #hoose Display .
8f the ship-to aress is ifferent from the sol-to aress go to step Create S&ip6toMaster Record .
&.1. Creating Shipto Master "ecor'
#se
8n this a#ti,it! !o$ #reate the ship-to master re#or.
?his a#ti,it! is onl! ne#essar! if the ship-to aress an the sol-to aress iffer.
Proce'ure
1. A##ess the transa#tion #hoosing one of the follo7ing na,igation options*
ption 1 S*P +raphical #ser Inter,ace (S*P +#I)
S*P -CC menu Logistics→ Sales and Distribution→ Master Data→ Business
Partner → Customer → Create→ Complete
Transaction co'e D01
ption S*P %eteaver $usiness Client (S*P %$C) via $usiness "ole
$usiness role A##o$nts Re#ei,a3le "anager
&SAPPRAR%:ERC")
$usiness role menu Accounts Receiable→ Master Data → Customers→ Create
Customer
2. n the Customer Create! "nitial screen mae the follo7ing entries*
0iel' name Description #ser action an' values Comment
Accountgroup
<account !roup> See ta3le 3elo7
Customernumber
<customer number> See ta3le 3elo7
Sales$rganisation
<choose appropriate> Domesti#foreign
DistributionC&annel
<choose appropriate>
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
0iel' name Description #ser action an' values Comment
Diision <choose appropriate>
*ccount +roup *ccount %ame Possi/le %o. "ange
YB01 Sol-to part! &e5t.n$m3er) 100000 - 199999
YB02 Sol-to part! &e5t. #har.#oe) A - IIIIIIIIII
YB03 Sol-to part! &int. no.) Demo /000000 - /999999
YBAC %$stomer &affiliate %ompan!) F00000 - F99999
YBEC E5port %$stomers 100000 - 199999
YBPC D$mm! %$stomer A - IIIIIIIIII
YBVC enorA? 200000 - 299999
/. %hoose Enter .
F. n the Create Customer! #eneral Data s#reen on the Address ta3 page mae the follo7ingentries*
0iel' name Description #ser action an' values Comment
itle <title>
ame <name>
Searc&erm*
<search term1>
Street <street>
+ousenumber
<house number>
Postal Code <postal code>
City <cit>
Country <countr>
Region <re!ion>
'. %hoose More ,ields to open the Street Address se#tion an enter the follo7ing ata*
0iel' name Description #ser action an' values Comment
ime -one <time "one>
ransportation-one
<transportation
"one>
elep&one <telephone>
.ax <#ax>
6. %hoose Sales Area Data.
J. n the Sales ta3 page enter the Pricing Procedure (Cust'pric'proc')'
(. n the S&ipping ta3 page mae the follo7ing entries*
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
0iel' name Description #ser action an' values Comment
Deliery priority
<deli,er priorit>
S&ippingConditions <shippin!conditions>
DelieringPlant
<deli,erin! plant>
Max' PartialDelieries
<max) partial
deli,eries>
9. %hoose $rder combination.
10. n the Billing document ta3 page enter ax classi,ication'
11. or some a##o$nt gro$ps !o$ ha,e to sele#t the right Recon' Account' &%hoose CompanyCode Data 7 Account management )
12. %hoose Sae.
"esult
=o$ #reate the ship-to master re#or in the s!stem. ?o ispla! the #$stomer #reate in thes!stem pro#ee as follo7s*
ption 1 S*P +raphical #ser Inter,ace (S*P +#I)
S*P -CC menu Logistics→ Sales and Distribution→ Master Data→ Business
Partner→ Customer → Display→ Complete
Transaction co'e D0/
ption S*P %eteaver $usiness Client (S*P %$C) via $usiness "ole
$usiness role A##o$nts Re#ei,a3le "anager
&SAPPRAR%:ERC")
$usiness role menu Accounts Receiable→ Master Data→ Customers
Sele#t the #$stomer an #hoose Display .
&.1.& *ssigning Shipto Master "ecor' to Sol'to Master
"ecor'
#se
8n this a#ti,it! !o$ assign the ship-to master re#or to the sol-to master re#or.
Proce'ure
ption 1 S*P +raphical #ser Inter,ace (S*P +#I)
1. A##ess the transa#tion as follo7s*
S*P -CC menu Logistics→ Sales and Distribution→ Master Data→ Business
Partner → Customer → C&ange→ Complete
Transaction co'e D02
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
2. n the Customer C&ange! initial screen enter Customer (number) Sales $rgani%ation Distribution c&annel an Diision'
/. %hoose Sales Area Data.
F. n the Partner .unctions ta3 page enter Partner .unction (S+) an the #orresponingCustomer number &#reate in the pre,io$s step).
'. %hoose Sae.
ption S*P %eteaver $usiness Client (S*P %$C) via $usiness "ole
1. A##ess the transa#tion as follo7s*
$usiness role A##o$nts Re#ei,a3le "anager
&SAPPRAR%:ERC")
$usiness role menu Accounts Receiable→ Master Data→ Customers
2. Sele#t the line 7ith the sol-to-#$stomer.
/. %hoose C&ange.
F. %hoose Sales Area Data.
'. n the Partner .unctions ta3 page enter Partner .unction (S+) an the #orresponingCustomer number &#reate in the pre,io$s step).
6. %hoose Sae.
"esult
=o$ #reate the sol-to-master re#or in the s!stem. ?o ispla! the #$stomer #reate in thes!stem pro#ee as follo7s*
ption 1 via S*P +raphical #ser Inter,ace (S*P +#I)
S*P -CC menu Logistics→ Sales and Distribution→ Master Data→ Business
Partner→ Customer → Display→ Complete
Transaction co'e D0/
ption S*P %eteaver $usiness Client (S*P %$C) via $usiness "ole
$usiness role A##o$nts Re#ei,a3le "anager
&SAPPRAR%:ERC")
$usiness role menu Accounts Receiable→ Master Data→ Customers
Sele#t the #$stomer an #hoose Display .
&.1.6 #p'ating Cre'it Master "ecor' ,or Customer
#se
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
8n this a#ti,it! !o$ $pate the #reit master re#or for !o$r #$stomers.
Proce'ure
ption 1 S*P +raphical #ser Inter,ace (S*P +#I)
1. A##ess the transa#tion as follo7s*
S*P -CC menu Accounting→ .inancial Accounting→ Accounts Receiable→
Credit Management→ Master data→ C&ange
Transaction co'e D/2
2. n the Customer Credit Management! "nitial screen enter customer number Credit controlarea an #hoose Status.
/. %hoose Enter .
F. n the Customer Credit Management C&ange! Status s#reen enter the %redit limit'
'. %hoose Sae.
ption S*P %eteaver $usiness Client (S*P %$C) via $usiness "ole
1. A##ess the transa#tion as follo7s*
$usiness role A##o$nts Re#ei,a3le "anager
&SAPPRAR%:ERC")
$usiness role menu Accounts Receiable→ Master Data → Customers
2. Sele#t the line 7ith the #$stomer !o$ 7ant to #hange.
/. %hoose Edit Credit Limit .
F. n the Customer Credit Management C&ange! "nitial s#reen enter customer number Credit control area an #hoose Status.
'. %hoose Enter .
6. n the Customer Credit Management C&ange! Status s#reen enter the Credit limit'
J. %hoose Sae.
"esult
?he #$stomer #reit master re#or has 3een $pate. ?o ispla! the $pate #$stomer #reit inthe s!stem pro#ee as follo7s*
ption 1 S*P +raphical #ser Inter,ace (S*P +#I)
S*P -CC menu Accounting→ .inancial Accounting→ Customers → Credit
Management → Master data→ Display
Transaction co'e D//
ption S*P %eteaver $usiness Client (S*P %$C) via $usiness "ole
$usiness role A##o$nts Re#ei,a3le "anager
&SAPPRAR%:ERC")
$usiness role menu Accounts Receiable→ Credit Management
Sele#t the line 7ith the spe#ifi# #$stomer an #hoose Customer Credit Management Display .
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
&.1.5 Creating CPD Customer Master Data (Complete)
#se
8n this a#ti,it! !o$ #reate the %PD %$stomer.
Proce'ure
1. A##ess the transa#tion #hoosing one of the follo7ing na,igation options*
ption 1 S*P +raphical #ser Inter,ace (S*P +#I)
S*P -CC menu Logistics→ Sales and Distribution→ Master Data→ Business
Partner→ Customer→ Create→ Complete
Transaction co'e D01
ption S*P %eteaver $usiness Client (S*P %$C) via $usiness "ole
$usiness role A##o$nts Re#ei,a3le "anager
&SAPPRAR%:ERC")
$usiness role menu Accounts Receiable→ Master Data→ Customers→ Create
Customer
2. n the Customer Create! "nitial Screen enter the Account group! %PD &e5ternal no.)&=%) Customer &n$m3er n$m3er range A - IIIIIIIIII) Company code and t&e salesarea data'
/. %hoose Enter .
F. n the Create Customer! #eneral Data s#reen on the Address ta3 page enter itle ame
Searc& term* an Country' '. Sele#t a Language'
6. %hoose Company Code Data.
J. n the Account Management ta3 page enter the #orre#t Recon' Account Sort 0ey anCas& mgmt group &omesti# foreign)'
(. n the Payment transactions ta3 page enter erms o, Payment a olerance #roup an the payment met&od B.
9. n the Correspondence ta3 page enter Dunn'Procedure an an account memo &fore5ample one6time customer ).
10. %hoose Sales Area Data'
11. n the Sales ta3 enter the ae$ate Customer group Cust'pric'proc . an Cust'Stats'#rp.
12. n the S&ipping ta3 enter Deliery Priority S&ipping Conditions an the ae$ateDeliering Plant as 7ell as the Max' partial delieries.
1/. n the Billing Documents ta3 mae the follo7ing entries*
0iel' name Description #ser action an' values Comment
Deliery and paymentterms
<-ncoterms>
<terms o# pament>
Accounting <Acct) as!mt) +roup>
axes <tax classi#ication
1>
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
1F. %hoose Sae.
"esult
=o$ ha,e #reate the %PD #$stomer master in the s!stem. ?o ispla! the #$stomer #reate in
the s!stem pro#ee as follo7s*
ption 1 S*P +raphical #ser Inter,ace (S*P +#I)
S*P -CC menu Logistics→ Sales and Distribution→ Master Data→ Business
Partner → Customer→ Display→ Complete
Transaction co'e D0/
ption via S*P %eteaver $usiness Client (S*P %$C)
$usiness role A##o$nts Re#ei,a3le "anager
&SAPPRAR%:ERC")
$usiness role menu Accounts Receiable→ Master Data→ Customers
Sele#t the #$stomer an #hoose Display .
&.1.7 Creating Dummy Customer Master Data
#se
8n this a#ti,it! !o$ #reate the D$mm! %$stomer "aster.
Proce'ure
1. A##ess the transa#tion #hoosing one of the follo7ing na,igation options*
ption 1 S*P +raphical #ser Inter,ace (S*P +#I)
S*P -CC menu Logistics→ Sales and Distribution→ Master Data→ Business
Partner→ Customer → Create→ Complete
Transaction co'e D01
ption S*P %eteaver $usiness Client (S*P %$C) via $usiness "ole
$usiness role A##o$nts Re#ei,a3le "anager
&SAPPRAR%:ERC")
$usiness role menu Accounts Receiable→ Master Data → Customers→ Create
Customer
2. n the Customer Create! "nitial S#reen enter Account group! D$mm! %$stomer &=P%) Customer &number ) &number range A 7 ---------- ) #hoose the #orre#t Sales$rgani%ation &omesti# foreign) Distribution C&annel an Diision'
/. %hoose Enter .
F. n the Create Customer! #eneral Data s#reen on the Address ta3 page mae the follo7ingentries*
0iel' name Description #ser action an' values Comment
itle <title>
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
0iel' name Description #ser action an' values Comment
ame <name>
Searc&
erm*
<search term1>
Street <street>
+ousenumber
<house number>
Postal Code <postal code>
City <cit>
Country <countr>
Region <re!ion>
'. %hoose More ,ields to open the Street Address se#tion an enter the follo7ing ata*
0iel' name Description #ser action an' values Comment
ime -one <time "one>
Language <lan!ua!e>
6. %hoose Sales Area Data.
J. n the Sales ta3 page mae the follo7ing entries*
0iel' name Description #ser action an' values Comment
Currency <currenc>
Cust' Pric'Proc'
<cust) pric) proc)>
(. n the S&ipping ta3 page enter the S&ipping conditions.
9. n the Billing document ta3 page mae the follo7ing entries*
0iel' name Description #ser action an' values Comment
"ncoterms <-ncoterms>
"ncoterm part4
<-ncoterm part 2>
erms o, payment
<terms o# pament>
axclassi,ication
<tax classi#ication>
ption 1 S*P +raphical #ser Inter,ace (S*P +#I)
%hoose* Extras → Account #roup "n,o → Customer ypes' %he# if De,ault SP is a#ti,e'
ption S*P %eteaver $usiness Client (S*P %$C) via $usiness "ole
%hoose* More→ Extras→ Account #roup "n,o→ Customer ypes' %he# if De,ault SP is
a#ti,e.
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
10. %hoose Sae.
"esult
=o$ #reate the $mm! #$stomer master in the s!stem. ?o ispla! the #$stomer #reate in the
s!stem pro#ee as follo7s*
ption 1 S*P +raphical #ser Inter,ace (S*P +#I)
S*P -CC menu Logistics→ Sales and Distribution→ Master Data→ Business
Partner→ Customer → Display→ Complete
Transaction co'e D0/
ption S*P %eteaver $usiness Client (S*P %$C) via $usiness "ole
$usiness role A##o$nts Re#ei,a3le "anager
&SAPPRAR%:ERC")
$usiness role menu Accounts Receiable→ Master Data→ CustomersSele#t the #$stomer an #hoose Display .
&. Creating Customer Master Data (*ccounting)
&..1 Creating Customer Master Data (*ccounts "eceiva/le)
#se
8n this a#ti,it! !o$ #reate the #$stomer master re#or in a##o$nts re#ei,a3le a##o$nting.
?he #reation of #$stomer master ata in a##o$nts re#ei,a3le a##o$nting oes notin#l$e an! #$stomer master ata neee for the Sales and Distribution appli#ation&SAP ERP SD). ?herefore this pro#ess step sho$l not 3e e5e#$te if pro#esses inSAP ERP SD are $se.
Do not pro#ee 7ith this se#tion if pro#esses of Sales and Distribution appli#ation&SAP ERP SD) are applie. 8n this #ase refer to se#tion Create Customer Master(Centrally) in this o#$ment.
Prere!uisites
o SAP ERP SD f$n#tionalit! in s#ope.
Proce'ure
1. A##ess the transa#tion #hoosing one of the follo7ing na,igation options*
ption 1 S*P +raphical #ser Inter,ace (S*P +#I)
S*P -CC menu Accounting→ Accounts Receiable→ Master Records→ Create
Transaction co'e D01
ption S*P %eteaver $usiness Client (S*P %$C) via $usiness "ole
$usiness role A##o$nts Re#ei,a3le A##o$nt - 8 nl!
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
&SAPPRAR8:=S)
$usiness role menu Accounts Receiable→ Master Data → Customers→ Create
Customer (Accounting)
2. n the Customer Create! "nitial Screen enter Account group &see ta3le 3elo7) Customer&number ) &see ta3le 3elo7) an the Company code'
0iel' name Description #ser action an'values
Comment
YB01 Sol-to part! &e5t.n$m3er) 100000 - 199999 Bse for ser,i#es
YB02 Sol-to part! &e5t. #har.#oe) A - IIIIIIIIII
YB03 Sol-to part! &int. no.) Demo /000000 - /999999
YBAC %$stomer &affiliate %ompan!) F00000 - F99999
YBEC E5port %$stomers 100000 - 199999
YBPC D$mm! %$stomer A - IIIIIIIIII
YBVC enor 200000 - 299999
?he ifferent a##o$nt gro$ps $se ifferent s#reen la!o$ts. ?herefore some of thementione fiels ma! not 3e ,isi3le 7hen #reating a #$stomer.
/. %hoose Enter .
F. n the Create Customer! #eneral Data s#reen on the Address ta3 page enter*
0iel' name Description #ser action an' values Comment
itle <title>
ame <name>
Searc& term* <search term1>
Street <street>
+ousenumber
<house number>
Postal Code <postal code>
City <cit>
Country <countr>
Region <re!ion>
'. %hoose More ,ields to open the Street address se#tion an mae the follo7ing entries*
0iel' name Description #ser action an' values Comment
ime -one <time "one>
Language <lan!ua!e>
elep&one <telephone>
.ax <#ax>
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
6. n the Control Data ta3 page enter /endor &rele,ant for a##o$nt gro$p =%).
J. n the Payment transactions ta3 page enter Country Ban0 1ey and Ban0 Account&releant ,or account group 2B3*)'Set the flag Collection Aut&' if neee.
(. %hoose Company Code Data.
9. n the Account Management ta3 page enter the rele,ant Recon' Account Sort 0ey an the#orre#t Cas& mgmt group &omesti# foreign)'
10. n the Payment transactions ta3 page enter erms o, Payment'8f rele,ant maintain the Payment Met&ods &for e5ample AE) &account group 2B3*)'
11. n the Correspondence ta3 page enter Dunn' Procedure an A##o$nt statement &accountgroup 2B3*).
12. "aintain the 8A*
ption 1 The /an 'etails (country 2 bank key 2 an' bank account ) an' the relevant I$*%o, the /usiness partner are no3n.
Customer Ctry $an 4ey $an *ccount I$*% Collection *uth.
100000
#or
example$
%E
#or
example$
&00'0010
#or example$
1233(((
&1) %hoose "BA .
&2) %he# an #onfirm the propose 8A.
ption The I$*% is no3n /ut the /an 'etails (country 2 bank key 2 an' bank account )o, the /usiness partner are unno3n.
Customer Ctry $an 4ey $an *ccount I$*% Collection *uth.
100000
#or example$
%E0&&00'0010000
1233(((
&1) %$rsor on an empt! line.
&2) %hoose "BA .
&/) 8n the "BA Connerter * Enter the 8A.
&F) %hoose #enerate Ban0 Details.
&') Sele#t Enter .
1/. %hoose Sae.
"esult
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
=o$ #reate the #$stomer master in the s!stem. ?o ispla! the #$stomer #reate in the s!stempro#ee as follo7s*
ption 1 S*P +raphical #ser Inter,ace (S*P +#I)
S*P -CC menu Accounting→ Accounts Receiable→ Master Records→ Display
Transaction co'e D0/
ption S*P %eteaver $usiness Client (S*P %$C) via $usiness "ole
$usiness role A##o$nts Re#ei,a3le A##o$nt - 8 nl!&SAPPRAR8:=S)
$usiness role menu Accounts Receiable→ Master Data→ Customers→ Display
Customer (Accounting)
&.. Creating Customer Data Master (*ccounts "eceiva/le)
#se8n this a#ti,it! !o$ #reate the %PD %$stomer.
Proce'ure
1. A##ess the transa#tion #hoosing one of the follo7ing na,igation options*
ption 1 S*P +raphical #ser Inter,ace (S*P +#I)
S*P -CC menu Accounting→ Accounts Receiable→ Master Records→ Create
Transaction co'e D01
ption S*P %eteaver $usiness Client (S*P %$C) via $usiness "le
$usiness role A##o$nts Re#ei,a3le A##o$nt - 8 nl!&SAPPRAR8:=S)
$usiness role menu Accounts Receiable→ Master Data → Customers→ Create
Customer (Accounting)
2. n the Customer Create! "nitial Screen enter the Account group! %PD &e5ternal no.)&=%) Customer &number number range A 6 ---------- ) Company code'
/. %hoose Enter .
F. n the Create Customer! #eneral Data s#reen on the Address ta3 page enter itle ame Searc& term* an Country'
'. %hooseguage'
6. %hoose Company Code Data.
J. n the Account Management ta3 page enter the ae$ate Recon' Account Sort 0ey anae$ate Cas& mgmt group &omesti# foreign)'
(. n the Payment transactions ta3 page enter erms o, Payment a olerance #roup an the payment met&od B.
9. n the Correspondence ta3 page enter Dunn'Procedure an an account memo &fore5ample one6time customer )'
10. %hoose Sae.
"esult
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
=o$ #reate the %PD #$stomer master in the s!stem. ?o ispla! the #$stomer #reate in thes!stem pro#ee as follo7s*
ption 1 S*P +raphical #ser Inter,ace (S*P +#I)
S*P -CC menu Accounting→
Accounts Receiable→
Master Records→
Display Transaction co'e D0/
ption S*P %eteaver $usiness Client (S*P %$C) via $usiness "ole
$usiness role A##o$nts Re#ei,a3le A##o$nt - 8 nl!&SAPPRAR8:=S)
$usiness role menu Accounts Receiable→ Master Data→ Customers→ Display
Customer (Accounting)
6 *ppen'i
6.1 "eversal o, Process Steps
8n the follo7ing se#tion !o$ #an fin the most #ommon re,ersal steps. Bse these re,ersal stepsto re,erse some of the a#ti,ities es#ri3e in this o#$ment.
Create Customer Master
Transaction co'e (S*P +#I) D01
"eversal .lag Customer Master ,or Deletion
Transaction co'e (S*P +#I) D06
$usiness role A##o$nts Re#ei,a3le "anager
&SAPPRAR%:ERC" )
$usiness role menu Accounts Receiable→ Master Data→ Customers→ Mar0
customer ,or deletion (centr')
Comment %$stomer 7ill 3e elete $ring the ne5t ar#hi,ing r$n.
Create Shipto Master "ecor'
Transaction co'e (S*P +#I) D01
"eversal .lag S&ip6to Master ,or Deletion
Transaction co'e (S*P +#I) D06
$usiness role A##o$nts Re#ei,a3le "anager
&SAPPRAR%:ERC")
$usiness role menu Accounts Receiable→ Master Data→ Customers→ Mar0
customer ,or deletion (centr')
Comment Ship-to "aster Re#or 7ill 3e elete $ring the ne5tar#hi,ing r$n.
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
*ssign Shipto Master "ecor' to Sol'to Master "ecor'
Transaction co'e (S*P +#I) D02
"eversal Remoe S&ip6to Master Record Assignment
Transaction co'e (S*P +#I) D02
$usiness role A##o$nts Re#ei,a3le "anager
&SAPPRAR%:ERC")
$usiness role menu Accounts Receiable→ Master Data→ Customers
Comment Delete Ship-to part! from Sales Area Data Partner .unctions.
#p'ate Cre'it Master "ecor' ,or Customer
Transaction co'e (S*P +#I) D/2
"eversal C&ange Credit Limit
Transaction co'e (S*P +#I) D/2
$usiness role A##o$nts Re#ei,a3le "anager
&SAPPRAR%:ERC")
$usiness role menu Accounts Receiable→ Master Data→ Customers→
Customer Credit Management C&ange
Comment %hange as es#ri3e in 8pdate Credit Master Record ,orCustomer'
Create CPD Customer
Transaction co'e (S*P +#I) D01
"eversal .lag S&ip6to Master ,or Deletion
Transaction co'e (S*P +#I) D06
$usiness role A##o$nts Re#ei,a3le "anager
&SAPPRAR%:ERC" )
$usiness role menu Accounts Receiable→ Master Data→ Customers→ Mar0
customer ,or deletion (centr')
Comment %PD %$stomer "aster Re#or 7ill 3e elete $ring the ne5tar#hi,ing r$n.
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
Create Dummy Customer Master
Transaction co'e (S*P +#I) D01
"eversal .lag S&ip6to Master ,or Deletion
Transaction co'e (S*P +#I) D06
$usiness role A##o$nts Re#ei,a3le "anager
&SAPPRAR%:ERC" )
$usiness role menu Accounts Receiable→ Master Data→ Customers→ Mar0
customer ,or deletion (centr')
Comment D$mm! %$stomer "aster Re#or 7ill 3e elete $ring thene5t ar#hi,ing r$n.
Create Customer Master Transaction co'e (S*P +#I) D01
"eversal Set Deletion "ndicator
Transaction co'e (S*P +#I) D06
$usiness role A##o$nts Re#ei,a3le A##o$nt - 8 nl!&SAPPRAR8:=S)
$usiness role menu Accounts Receiable→ Master Data→ Customers→ Mar0
Customer ,or Deletion (Acctng)
Comment %$stomer 7ill 3e elete $ring the ne5t ar#hi,ing r$n.
$loc9#n/loc Customer lo# %$stomer &A##o$nting)
Transaction co'e (S*P +#I) .%0&
$usiness role Accounts Receiable Account 6 ." $nly
$usiness role menu Accounts Receiable→ Master Data→ Customers→ Bloc0
Customer (Accounting)
Comment %$stomer is 3lo#e an #annot 3e $se.
Create CPD Customer
Transaction co'e (S*P +#I) D01
"eversal Set Deletion "ndicator
Transaction co'e (S*P +#I) D06
$usiness role A##o$nts Re#ei,a3le A##o$nt - 8 nl!&SAPPRAR8:=S)
$usiness role menu Accounts Receiable→ Master Data→ Customers→ Mar0
Customer ,or Deletion (Acctng)
Comment %$stomer 7ill 3e elete $ring the ne5t ar#hi,ing r$n.
$loc9#n/loc Customer lo# %$stomer &A##o$nting)
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SAP Best Practices %reate %$stomer "aster &1''.1()* "DP
Transaction co'e (S*P +#I) D0'
$usiness role A##o$nts Re#ei,a3le A##o$nt - 8 nl!&SAPPRAR8:=S)
$usiness role menu Accounts Receiable→ Master Data→ Customers→ Bloc0Customer (Accounting)
Comment %$stomer is 3lo#e an #annot 3e $se.