Create Customer Master - Universal Instruments …File/Create_Customer_Master.doc · Web viewSelect Logistics Sales and Distribution Master Data Business Partners Customer Create

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

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

Procedure

1. Start the transaction using the menu path or transaction code.

Create Customer: Initial Screen

2. Click .

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


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 .

Create Customer: General data



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


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 .


9. Click .




Industry R Description of the Industry.Example: 0003

10.1 If you don’t know the number, Click

Industry key (1) 15 Entries found

10.2 Double-click on your selection

11. Click .




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.



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.

Create Customer: Head office texts

15. Click .

16. Double-click .

Change International Customer Chklst: INTERNAL Language EN

17. Select InsertTextStandard

Insert Text



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 .

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



Text name R Description of the Text name.Example: ZRFL


26. Click .

27. As required, complete/review the following fields: Destination Control Statements



Text name R Description of the Text name.Example: ZDCS


Create Customer: Head office texts

29. Click .


30. Click .

Create Customer: Company code data



Recon. account R Description of the Recon. account.Example: 3001

Sort key R Default value for sorting line items in a line item display.


32. Click .




Tolerance group R Description of the Tolerance group.Example: AR

34. Click .

35. Click .




Bank statement R Description of the Bank statement.Example: 3

37. Click .

Create Customer: Sales area data



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.


39. Click .




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 .




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


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 .


45. Click .



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.

ResultYou have created a new customer number.

Comments

Contact Sandy Boatwright at 4361 with any questions

Documents

Create Customer Master - Universal Instruments …File/Create_Customer_Master.doc · Web viewSelect Logistics Sales and Distribution Master Data Business Partners Customer Create