Create Customer Master - Universal Instruments …FILE/Create_Customer_Master.doc · Web viewField...
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Transcript of Create Customer Master - Universal Instruments …FILE/Create_Customer_Master.doc · Web viewField...
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Title: Create Customer MasterCategory 1 : Sales Order FulfillmentCategory 2 : Master Data
Create Customer Master XD01
Change HistoryUpdate the following table as necessary when this document is changed:
Date Name Change Description
9/14/2004 Katie Hines Record and first draft
2/24/2005 Katie Hines Edit & Categorize
File name: document.docReference Number:
Version: Rev 0Last Modified: 5/5/2010 4:33 AM
SAP ParentPage 1 / 29
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PurposeUse this procedure to create a brand new customer.
TriggerPerform this procedure when the customer does not exist in SAP.
Prerequisites All information needed to create the record is available to you.
Menu PathUse the following menu path(s) to begin this transaction:
Select Logistics Sales and Distribution Master Data Business Partners Customer Create Complete to go to the Create Customer: Initial screen
Transaction CodeXD01
Helpful HintsNone
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Procedure
1. Start the transaction using the menu path or transaction code.
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Create Customer: Initial Screen
2. Click .
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Account Groups and Number Ranges
3. Click the appropriate group.
Sold to party is for customers that the PO will originate from.
Ship to party is for customers that will only have goods ship to them – no invoices sent to or Pos being sent from
Sales Engineers and Sales Representatives should both be set up as ‘0020’ Sales Engineer
4. Click .
5. As required, complete/review the following fields:
Field Name R/O/C Description
Company code R Independent accounting unit; in most cases is a legal entity. You can prepare a balance sheet and income statement for each company code. Several company codes can be set up to manage the accounts of independent companies simultaneously.Example: US01
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Field Name R/O/C Description
Sales organization R An organizational unit responsible for distributing certain products or services and negotiating sales conditions. In SAP, any number of distribution channels and divisions can be assigned to a sales organization. Example: US01
6. Click .
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Create Customer: General data
7. As required, complete/review the following fields:
Field Name R/O/C Description
Name R Person's or company's name. Example: Universal Instruments Corporation
Search term 1/2 R Two independent search term fields.
This is what was called “Customer Number” in Visual.Example: UNI-BIN
Street/House number R Part of the address information that specifies the street addressExample: 33 Broome Corporate Park
Postal code R A zip code.Example: 13748
City R City where the company is located.Example: Conklin
Country R Country name.Example: US
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Field Name R/O/C Description
Region R In the U.S., state in which the vendor or customer resides.Example: NY
Transportation zone R Description of the Transportation zone.
This is always ‘00000001’Example: 00000001
8. Click .
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Create Customer: General data
9. Click .
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Create Customer: General data
10. As required, complete/review the following fields:
Field Name R/O/C Description
Industry R Description of the Industry.Example: 0003
10.1 If you don’t know the number, Click
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Industry key (1) 15 Entries found
10.2 Double-click on your selection
11. Click .
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Create Customer: General data
12. As required, complete/review the following fields:
Field Name R/O/C Description
Ctry R Description of the Ctry.Example: US
TDO date R Description of the TDO date.Example: 08/16/2004
SDN Date R Description of the SDN Date.Example: 08/16/2004
The TDO and SDN dates come from the International Trade Database and is not the date of creation of the master record. Refer to the DB for the date to use.
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13. As required, complete/review the following fields:
Field Name R/O/C Description
Classification R Material master record view containing data for classification such as class and characteristics. Relates to the classifying of characteristics to a particular type of functionality within SAP. In QM, process of describing objects using predefined characteristics.Example: Biochemical Warfare Nuclear nonproliferation National Security Missile Technology
14. Select ExtrasTexts.
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Create Customer: Head office texts
15. Click .
16. Double-click .
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Change International Customer Chklst: INTERNAL Language EN
17. Select InsertTextStandard
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Insert Text
18. As required, complete/review the following fields:
Field Name R/O/C Description
Text name R Description of the Text name.Example: ZCCL
Language R Language used to enter, display, and print texts.Example: EN
19. Click .
20. Click .
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Change International Customer Chklst: INTERNAL Language EN
21. Complete the entire checklist
22. Click .
23. Click .
24. As required, complete/review the following fields: Export DHRP/Red Flags
25. As required, complete/review the following fields:
Field Name R/O/C Description
Text name R Description of the Text name.Example: ZRFL
Language R Language used to enter, display, and print texts.Example: EN
26. Click .
27. As required, complete/review the following fields: Destination Control Statements
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28. As required, complete/review the following fields:
Field Name R/O/C Description
Text name R Description of the Text name.Example: ZDCS
Language R Language used to enter, display, and print texts.Example: EN
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Create Customer: Head office texts
29. Click .
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Create Customer: General data
30. Click .
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Create Customer: Company code data
31. As required, complete/review the following fields:
Field Name R/O/C Description
Recon. account R Description of the Recon. account.Example: 3001
Sort key R Default value for sorting line items in a line item display.
This is always ‘000’Example: 000
32. Click .
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Create Customer: Company code data
33. As required, complete/review the following fields:
Field Name R/O/C Description
Tolerance group R Description of the Tolerance group.Example: AR
34. Click .
35. Click .
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Create Customer: Company code data
36. As required, complete/review the following fields:
Field Name R/O/C Description
Bank statement R Description of the Bank statement.Example: 3
37. Click .
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Create Customer: Sales area data
38. As required, complete/review the following fields:
Field Name R/O/C Description
Sales office R Subcategory of a sales organization.Example: US04
Customer group R A group of customers that purchase our products for similar reasons or are in similar businesses.Example: 05
Cust.stats.grp R Customer status group.
This is always ‘1’Example: 1
39. Click .
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Create Customer: Sales area data
40. As required, complete/review the following fields:
Field Name R/O/C Description
Delivery priority R Sequence when deliveries are created automatically.
This should be ‘03’ for US customers and ‘04’ for everyone else
Example: 03
Shipping conditions R Shipping strategy for the delivery of goods to the customer.
This will almost always be ‘01’Example: 01
41. Unclick .
42. Click .
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Create Customer: Sales area data
43. As required, complete/review the following fields:
Field Name R/O/C Description
Incoterms R Internationally accepted terms describing when ownership is transferred during shipping. Examples include: free on board (FOB) and cash on delivery (COD).Example: EXW
Location R A logical or physical place where the distribution of products or resources is handled.Example: Shipping Point
Terms of payment R Terms agreed with a customer or vendor that apply to the clearing of goods supplied or services rendered. Example: 03
Acct assgmt group R Account assignment group. Key that identifies specific account or cost object to where postings are to occur.
This will be ‘01’ for all external cusotmersExample: 02
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Field Name R/O/C Description
Tax Code R Indicates the type of tax and the amount of tax for a specific line item.
This is generally ‘1’ for all countriesExample: 1
44. Click .
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Create Customer: Sales area data
45. Click .
46. As required, complete/review the following fields:
Field Name R/O/C Description
Partner Function R Role business partner performs in order-to-cash process. For example, ship-to, bill-to, payer, etc.Example: Z1, Z2, Z3, ZC
Number R Unique identifier assigned to a notification, work order, or a profile object ID. Example: SE999, FE999, OC999
47. Click .
The system displays the message, "Customer 211621 created."
48. You have completed this transaction.
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ResultYou have created a new customer number.
Comments
Contact Sandy Boatwright at 4361 with any questions