creating customer master

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



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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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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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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& 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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/. %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*


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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(. 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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16. n the Sales ta3 page mae the follo7ing entries*


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*


"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*


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S*P -CC menu Logistics→ Sales and Distribution→ Master Data→ Business

Partner→ Customer → Display→ Complete'

Transaction co'e D0/


$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




Partner → Customer → Create→ Complete




&SAPPRAR%:ERC")


Customer

2. n the Customer Create! "nitial screen mae the follo7ing entries*


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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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





YBVC enorA? 200000 - 299999

/. %hoose Enter .

F. n the Create Customer! #eneral Data s#reen on the Address ta3 page mae the follo7ingentries*


itle <title>

ame <name>

Searc&erm*

<search term1>

Street <street>

+ousenumber

<house number>


City <cit>

Country <countr>

Region <re!ion>

'. %hoose More ,ields to open the Street Address se#tion an enter the follo7ing ata*



ransportation-one

<transportation

"one>


.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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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*



Partner→ Customer → Display→ Complete




&SAPPRAR%:ERC")



&.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


1. A##ess the transa#tion as follo7s*


Partner → Customer → C&ange→ Complete


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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.




&SAPPRAR%:ERC")


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)






&SAPPRAR%:ERC")



&.1.6 #p'ating Cre'it Master "ecor' ,or Customer

#se

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8n this a#ti,it! !o$ $pate the #reit master re#or for !o$r #$stomers.

Proce'ure



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.




&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*


S*P -CC menu Accounting→ .inancial Accounting→ Customers → Credit

Management → Master data→ Display

Transaction co'e D//



&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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&.1.5 Creating CPD Customer Master Data (Complete)

#se

8n this a#ti,it! !o$ #reate the %PD %$stomer.

Proce'ure




Partner→ Customer→ Create→ Complete




&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'


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*


Deliery and paymentterms

<-ncoterms>

<terms o# pament>

Accounting <Acct) as!mt) +roup>

axes <tax classi#ication

1>

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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*



Partner → Customer→ Display→ Complete


ption via S*P %eteaver $usiness Client (S*P %$C)


&SAPPRAR%:ERC")



&.1.7 Creating Dummy Customer Master Data

#se

8n this a#ti,it! !o$ #reate the D$mm! %$stomer "aster.

Proce'ure




Partner→ Customer → Create→ Complete




&SAPPRAR%:ERC")


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*


itle <title>

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ame <name>

Searc&

erm*

<search term1>

Street <street>

+ousenumber

<house number>


City <cit>

Country <countr>

Region <re!ion>

'. %hoose More ,ields to open the Street Address se#tion an enter the follo7ing ata*



Language <lan!ua!e>

6. %hoose Sales Area Data.

J. n the Sales ta3 page mae the follo7ing entries*


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*


"ncoterms <-ncoterms>

"ncoterm part4

<-ncoterm part 2>

erms o, payment

<terms o# pament>

axclassi,ication

<tax classi#ication>


%hoose* Extras → Account #roup "n,o → Customer ypes' %he# if De,ault SP is a#ti,e'


%hoose* More→ Extras→ Account #roup "n,o→ Customer ypes' %he# if De,ault SP is

a#ti,e.

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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*







&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



S*P -CC menu Accounting→ Accounts Receiable→ Master Records→ Create



$usiness role A##o$nts Re#ei,a3le A##o$nt - 8 nl!

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&SAPPRAR8:=S)


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





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*


itle <title>

ame <name>

Searc& term* <search term1>

Street <street>

+ousenumber

<house number>


City <cit>

Country <countr>

Region <re!ion>

'. %hoose More ,ields to open the Street address se#tion an mae the follo7ing entries*



Language <lan!ua!e>


.ax <#ax>

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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.


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.


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

+ SAP AG of




=o$ #reate the #$stomer master in the s!stem. ?o ispla! the #$stomer #reate in the s!stempro#ee as follo7s*


S*P -CC menu Accounting→ Accounts Receiable→ Master Records→ Display



$usiness role A##o$nts Re#ei,a3le A##o$nt - 8 nl!&SAPPRAR8:=S)

$usiness role menu Accounts Receiable→ Master Data→ Customers→ Display


&.. Creating Customer Data Master (*ccounts "eceiva/le)

#se8n this a#ti,it! !o$ #reate the %PD %$stomer.

Proce'ure



S*P -CC menu Accounting→ Accounts Receiable→ Master Records→ Create


ption S*P %eteaver $usiness Client (S*P %$C) via $usiness "le




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'


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

+ SAP AG of




=o$ #reate the %PD #$stomer master in the s!stem. ?o ispla! the #$stomer #reate in thes!stem pro#ee as follo7s*


S*P -CC menu Accounting→

Accounts Receiable→

Master Records→

Display Transaction co'e D0/



$usiness role menu Accounts Receiable→ Master Data→ Customers→ Display


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



&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'


"eversal .lag S&ip6to Master ,or Deletion



&SAPPRAR%:ERC")



Comment Ship-to "aster Re#or 7ill 3e elete $ring the ne5tar#hi,ing r$n.

+ SAP AG of




*ssign Shipto Master "ecor' to Sol'to Master "ecor'


"eversal Remoe S&ip6to Master Record Assignment



&SAPPRAR%:ERC")


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


&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





&SAPPRAR%:ERC" )



Comment %PD %$stomer "aster Re#or 7ill 3e elete $ring the ne5tar#hi,ing r$n.

+ SAP AG Page 2/ of




Create Dummy Customer Master





&SAPPRAR%:ERC" )



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




Customer ,or Deletion (Acctng)


$loc9#n/loc Customer lo# %$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


Comment %$stomer is 3lo#e an #annot 3e $se.

Create CPD Customer


"eversal Set Deletion "ndicator




Customer ,or Deletion (Acctng)


$loc9#n/loc Customer lo# %$stomer &A##o$nting)

+ SAP AG Page 2F of




Transaction co'e (S*P +#I) D0'


$usiness role menu Accounts Receiable→ Master Data→ Customers→ Bloc0Customer (Accounting)

Comment %$stomer is 3lo#e an #annot 3e $se.