SAP MM Lec04 Cust Master Creation 19012015

8/9/2019 SAP MM Lec04 Cust Master Creation 19012015

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1Customer Master

a)CreatingCustomerMaster

The Customerhasto be created in the System

SAPR/3menu Logistics SalesandDistribution MasterDataBusinessPartnersCustomer Create

Transactioncode XD01


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Clicking thistab will showallthe salesarea available fora

customer. Mainly used inChange/Display Modes

Clicking thistab will showall

the possible salesareas.

Click select icon and select

the Account Group ex. ASK1

EnterCustomernumber, Account

Code -1800Group having external numberrange

1810 forDomestic Sales1820 forexports

10 Turning Center20 Machining Center

30 Service

40 Trading

50 -Common

10 Direct Sales20 Agent Sales30 Institutional Sales40 DistributorSales

When creating a customerwithreference to other

customerwith similar details, the referencecustomercan be entered here.

ReferAppendix forAccount Group Details.

We take an example ofcreating a Sold-To-Party forthe Domestic Customer. Account Group to be selected:

ASK1 ASKAR MicronsSold-To-Party Company Code 1800, SalesOrganization 1810, DistributionChannel 10, Division 10.

EnterCo


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Click Here

The Subsequent screen will be:


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External number

range

(Note: The CustomerMasterhas3 broad sections:

a) General Data: Addressand otherdetailswill be entered here.b) Company Code Data: Accounting related data will be entered here.

c) SalesArea Data: SDrelated data will be entered here.)

The Screen above showstheADDRESSTABofthe GeneralDataSectionand the detailslike Name,

Addressshall be entered here. The Symbol showsthe required entry ie., without which you cannot

proceed further.

The Screen afterfilling up the detailswill be asfollows:


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Clicking More

FieldsIcon will

showmore fieldsfor

filling up detailed

address, ifneeded

Clicking thisicon will display thepossible input valuesfora field

The Region field isvery important fordetermining the appropriate tax like CST, LST, VAT etc.

Asall the required fieldsare filled up, we can proceed to the CONTROLTABofthe GENERALDATAsection by clicking the control tab asabove.

The CONTROLTAB section will be asfollows:


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There is1 important field to be filled up:

VAT Reg. NO.: In VAT Scenario, thisfield isvery important. Ifthe concerned customerisVAT Registered

dealer, then his11 digit TINNumber isentered here. Based on this, during invoicing VAT Invoice will be

generated forthe customer. Otherwise Bill OfSale will be generated.

Nowclick the tab shown by arrow. The Default screen underCompany Code Data

will be AccountManagement.


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2640000 Sundry DebtorsDomestic

2640001 Sundry Debtors-Exports

This Reconcilliation account isused forCustomerPayment Reconciliation. The following GL accountsare

used:

Next click thePaymentTransactionsTab.


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Suitable payment terms shall be chosen from the drilldown list. This payment terms shall be changed

manually in the salesorderand the payment due shall be based on the payment terms.

Payment Methodsshall be: C Cheque E Cash Payment T-Bank Transfer. We can select eitherone orallthe methods.

Nowclick the CorrespondenceTab


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Enterthe Dunning Procedure asabove. Thisdunning procedure will generate the dunning lettersforthe

overdue payments.

Nowclick the Tab . The default screen will be Sales


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Exchange rate type M

hasto maintain forExport

Customer.

SalesOrder

SalesOffice shall be selected from the input help by clicking the drill down button .

All the above fieldshelp usa lot in analyses.

EnterThe Currency. Usually it isINRforthe domestic customerand forthe export customer, appropriate

Currency shall be maintained like USD. Furtherexchange rate type Mshall also be maintained fortheExport Customer.


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Pricing

CustomerPricingProcedureplaysan important role along with Document Pricing Procedure inarriving atspecific pricing procedure. For example Customer pricing Procedure 1 and the Document Pricing

Procedure Aalong with salesArea 1810 10 10 will select the AMPL MTOPricing Procedure.

CustomerStatisti csGroupalong with MaterialstatisticsGroupin Material Masterwill update the

information systemsforall the Salestransactions. Alwaysfill 1in thisfield.

NowClick the SHIPPINGTab

ShippingConditionsalong with LoadingGroupin Material Masterand Plant shall determine the Shipping

Point forDelivery in LogisticsExecution.

Nowclock theBILLINGTab


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The INCOTERMSand the PAYMENT TERMSalso to be appropriately picked afterdrilling down andchoosing from the Input Help.


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ACCOUNT ASSIGNMENT GROUP in Customer Master along with Account Assignment Group in

Material Masteralong with SalesOrganisation/AccountKey/ChartofAccountshelpsthe system in decidingthe correct GL Account.

The Tax classification fieldsshall be filled with appropriate valuesfrom the INPUT Help. Forexample the

customer is in Maharastra and is buying from Mysore plant where generally CST 3% is applicable onproductsbeing sold, then the option 4underVAT 4%shall be chosen and forall the othertax conditions,

option 0hasto be chosen asthey are not applicable. When creating sale order/invoicing, the system based

on the tax classification details in Customer master and material master and the region of the deliveringplant and the region of the customer shall calculate appropriate tax and the tax registers will be updated

accordingly.

NowClick thePartnerFunctionsTab

The PartnerFunctionsSP,SH,PYand BPwill be defaulted. The PartnerFunction CR -Forwarding Agentshall be manually entered.

Nowsave the customermaster.

The message asbelowisdisplayed.

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b)

Changing

the

Customer

Master

Note: The Customer thus created, can be modified further using Transaction code: XD02. Example: TheCustomersDoorNo. is to be modified and the CustomerTax Classification has to be modified in Billing

ViewofSalesAreadata. Thiscan be executed in change mode. The CustomerChange Screen isasfollows(selfexplanatory):

Click here afterentering theCustomernumberand the

company code and all the

possible salesareaswill be

displayed.


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Click the button above. Enterthe DoorNo. and Select the button and then the Billing

DocumentsTab. Modify the Tax Classification from 0(Nil Excise, Nil Tax)to 2(Full Excis,3%CST)

asthe case may be.


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Then click the -save icon to save the changesmade. The message will be asfollows:

Formere display ofdetailstransaction Code XD03can be used.

c)

Create

Contact

Person

The Customerhasto be created in the Systems

SAPR/3menu Logistics SalesandDistribution Master

DataBusinessPartnersContact Person

Transactioncode VAP1


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Enter

Customer

No.

Continue to pressEnter, you will get newscreen asbellow:


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Title and Last name is

mandatory in thisscreen

balance available data you

can fill.

Presssave icon, you will get bellowmessage:


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PressEnteryou will get billowmessage: