155_BPP_18_EN_IN

8/3/2019 155_BPP_18_EN_IN

http://slidepdf.com/reader/full/155bpp18enin 1/25

EHP4 for SAP ERP6.0

March 2010

English

Create Customer Master (155.18)

SAP AGDietmar-Hopp-Allee 1669190 Walldorf Germany

Master Data Procedure

8/3/2019 155_BPP_18_EN_IN


SAP Best Practices Create Customer Master (155.18): MDP

Copyright

© Copyright 2009 SAP AG. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without theexpress permission of SAP AG. The information contained herein may be changed without prior notice.

Some software products marketed by SAP AG and its distributors contain proprietary software componentsof other software vendors.

Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation.

IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z,System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390,OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+,POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, SystemStorage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA,AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of

IBM Corporation.

Linux is the registered trademark of Linus Torvalds in the U.S. and other countries.

Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries.

Oracle is a registered trademark of Oracle Corporation.

UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.

Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc.

HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web

Consortium, Massachusetts Institute of Technology.

Java is a registered trademark of Sun Microsystems, Inc.

JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology inventedand implemented by Netscape.

SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP

products and services mentioned herein as well as their respective logos are trademarks or registered

trademarks of SAP AG in Germany and other countries.

Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions,

Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as

their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United

States and in other countries. Business Objects is an SAP company.

All other product and service names mentioned are the trademarks of their respective companies. Data

contained in this document serves informational purposes only. National product specifications may vary.

These materials are subject to change without notice. These materials are provided by SAP AG and its

affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of

any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only

warranties for SAP Group products and services are those that are set forth in the express warranty

statements accompanying such products and services, if any. Nothing herein should be construed as

constituting an additional warranty.

© SAP AG Page 2 of 25

8/3/2019 155_BPP_18_EN_IN



Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field

names, screen titles, pushbuttons as well as menu names, paths andoptions.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names,program names, Transaction codes, table names, and individual keywords of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths,messages, source code, names of variables and parameters as well asnames of installation, upgrade and database tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or theENTER key.

Example text Exact user entry. These are words or characters that you enter in thesystem exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace thesewords and characters with appropriate entries.


8/3/2019 155_BPP_18_EN_IN



Contents

1 Purpose ......................................................................................................................................5

2 Prerequisites ...............................................................................................................................52.1 Roles ....................................................................................................................................5

3 Process Steps .............................................................................................................................6

3.1 Creating Customer Master Data (Centrally) .........................................................................6

3.1.1 Creating Customer Master Data (Complete) .................................................................6

3.1.2 Creating Ship-to Master Record .................................................................................10

3.1.3 Assigning Ship-to Master Record to Sold-to Master Record .......................................12

3.1.4 Updating Credit Master Record for Customer .............................................................13

3.1.5 Creating CPD Customer Master Data (Complete) .......................................................14

3.1.6 Creating Dummy Customer Master Data .....................................................................16

3.2 Creating Customer Master Data (Accounting) ....................................................................18

3.2.1 Creating Customer Master Data (Accounts Receivable) .............................................18

3.2.2 Creating Customer Data Master (Accounts Receivable) .............................................21

3.3 Customer CIN Details .........................................................................................................22

4 Appendix ..................................................................................................................................22

4.1 Reversal of Process Steps .................................................................................................22


8/3/2019 155_BPP_18_EN_IN



Create Customer Master

1 Purpose

In this document, you identify new customers and create customer masters for them. If thecustomer ship-to master record is different from the sold-to master record, you create a ship-tomaster record and assign the ship-to master record to the sold-to master record. Otherwise, youcreate sales price conditions.

2 Prerequisites

2.1 Roles

Use

The following roles must have been installed to test this scenario in the SAP NetWeaver Business Client (NWBC). The roles in this Business Process Documentation must be assignedto the user or users testing this scenario. You do not need these roles if you are using thestandard SAP GUI.

Prerequisites

The Business roles have been assigned to the user(s) who will perform the process stepsdescribed in this document.

Business role Technical Name Process Step

Employee

(ProfessionalUser)

SAP_NBPR_EMPLOYEE-S Assignment of this role is

necessary for basic functionality.

AccountsReceivableManager

SAP_NBPR_AR_CLERK-M Update Credit Master Record for

Customer

SalesAdministrator

SAP_NBPR_SALESPERSON-S Create Customer Master Data

(Complete)

Create Ship-to Master Record

Assign Ship-to Master Record to

Sold-to Master Record

Create CPD-Customer Master Data (Complete)

Create Dummy Customer Master

Data

AccountsReceivableAccount - FI Only

SAP_NBPR_AR_FI_ONLY-S Create Customer Master Data

(Accounts Receivable)

Create CPD Customer Data

Master (Accounts Receivable)


8/3/2019 155_BPP_18_EN_IN



3 Process Steps

The process steps Create Customer Master Data (Centrally) and Create Customer

Master Data (Accounting) are alternate process steps. Which step should beexecuted depends on the availability of SAP ERP SD scenarios.

3.1 Creating Customer Master Data (Centrally)

Use

In this activity, you create the customer master record.

Customer master data is created with the Sales and Distribution application SAPERP SD. Customer master data is created in sales area and in company code, andprovides all relevant information for sales processing and accounts receivableprocessing.

Only proceed with this section if processes of Sales and Distribution application(SAP ERP SD) are in scope. If this is not the case, refer to the section CreateCustomer Master (Accounting) in this document.

Prerequisites

SAP ERP SD functionality is in scope.

3.1.1 Creating Customer Master Data (Complete)

Use

In this activity, you create the customer master for services.

Procedure

1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics→Sales and Distribution→ Master Data→ Business

Partner → Customer → Create→ Complete

Transaction code XD01

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

Business role Accounts Receivable Manager

(SAP_NBPR_AR_CLERK-M)

Business role menu Accounts Receivable →Master Data→Customers→ CreateCustomer

2. On the Customer Create: Initial Screen, enter Account Group, Customer (number), and

Company Code (see table below).


8/3/2019 155_BPP_18_EN_IN



3. Choose the appropriate Sales Organization (domestic / foreign), Distribution Channel , andDivision.

Account Group Account Name Possible No. Range Comment

YB01 Sold-to party 100000 - 199999 Use for services

YB02 Customer (ext. Number assgnmnt) A - ZZZZZZZZZZ

YB03 Sold-to party Demo (in. Numb.) 3000000 - 3999999

YBAC Affiliated Companies - BP 400000 - 499999

YBEC Export Customers - BP 100000 - 199999

YBPC Dummy Customer A - ZZZZZZZZZZ

YBVC Vendor_AT 200000 - 299999

Different account groups use different screen layouts. Therefore, some of the

mentioned fields may not be visible when creating a customer.

4. Choose Enter .

5. On the Create Customer: General Data screen, choose the Address tab page and enter thefollowing data:

Field name Description User action and values Comment

Title <title>

Name <name>

Search

Term1

<search term1>

Street <street>

Housenumber

<house number>

Postal Code <postal code>

City <city>

Country <country>

Region <region>

6. Choose More fields to open the Street Address section and enter the following data:


Time Zone <time zone>

TransportationZone

<transportation

zone>

Language <language>

Telephone <telephone>

Fax <fax>

7. On the Control Data tab page, enter the Vendor (relevant for account group YBVC) and theVAT Reg.No.


8/3/2019 155_BPP_18_EN_IN



8. If customers agreed on direct debits / bank collections, enter Country , Bank Key , and Bank Account (relevant for account group YB01) on the Payment transactions tab page. Set theflag Collection Auth. if needed.

9. Maintain the IBAN:

Option 1: The bank details (country , bank key , and bank account ) and the relevant IBANof the business partner are known.

Customer Ctry Bank Key Bank Account IBANCollectionAuth.

100000 for example, INfor example,50070010

for example,1233444

X

(1) Choose IBAN .

(2) Check and confirm the proposed IBAN.

Option 2: The IBAN is known but the bank details (country , bank key , and bank account )of the business partner are unknown.

Customer Ctry Bank Key Bank Account IBAN Collection Auth.

100000

for example,

IN0550070010000

1233444X

(1) Cursor on an empty line.

(2) Choose IBAN .

(3) In the IBAN Connverter : Enter the IBAN.

(4) Choose Generate Bank Details.

(5) Select Enter .

10. On the Contact Person tab page, enter Name, First Name, and Function.

11. Choose Company Code Data.

12. On the Account Management tab page, enter the correct Recon. Account , Sort key and thecorrect Cash mgmt group (domestic / foreign).

13. On the Payment transactions tab page, enter Terms of Payment. If relevant, maintain thePayment Methods (for example, AE) (account group YB01). Select Payment History Record.

14. On the Correspondence tab page, enter Dunn. Procedure and Bank statement (account group YB01).

15. Choose Sales Area Data.

16. On the Sales tab page, make the following entries:


8/3/2019 155_BPP_18_EN_IN




Sales District <sales district> Account group YBAC

Customer Group

<customer group> Account group YB01

Currency <currency>

Price Group <price group> Account group YBAC

Cust. Price.Proc.

<Cust. Price. Proc.>

Cust. Stats.Grp

<Cust. Stats. Grp> Account group YB01

17. On the Shipping tab page, make the following entries for account groups YB01, YB03,YBEC, and YBVC:


Delivery priority

<delivery priority>

Shipping conditions

<shipping

conditions>

Delivery plant

<delivery plant>

18. Choose Order combination.

19. On the Billing document tab page, make the following entries:

Field name Description User action and values CommentIncoterms <Incoterms>

Incoterms part 2

<Incoterms part 2>

Terms of payment

<terms of payment>

Account assignment group

<account assignment

group>

Tax classification

<tax classification>

For account group YB02, you have to select the right partner functions.

20. Choose Save.

Result

You created the customer master in the system. To display the customer created in the system,proceed as follows:


SAP ECC menu Logistics→ Sales and Distribution→ Master Data→ Business


8/3/2019 155_BPP_18_EN_IN



Partner → Customer → Display → Complete.



Business role Accounts Receivable Manager (SAP_NBPR_AR_CLERK-M)

Business role menu Accounts Receivable →Master Data→Customers

Select the customer and choose Display .

If the ship-to address is different from the sold-to address, go to step Create Ship-toMaster Record .

3.1.2 Creating Ship-to Master Record

Use

In this activity, you create the ship-to master record.

This activity is only necessary if the ship-to address and the sold-to address differ.

Procedure









Business role menu Accounts Receivable →Master Data→Customers→CreateCustomer

2. On the Customer Create: Initial screen, make the following entries:


Account group

<account group> See table below

Customer number

<customer number> See table below

SalesOrganisation

<choose appropriate> Domestic/foreign

Distribution

Channel

<choose appropriate>


8/3/2019 155_BPP_18_EN_IN




Division <choose appropriate>

Account Group Account Name Possible No. RangeYB01 Sold-to party 100000 - 199999

YB02 Customer (ext. Number assgnmnt) A - ZZZZZZZZZZ


YBAC Affiliated Companies – BP 400000 - 499999

YBEC Export Customers – BP 100000 - 199999

YBPC Dummy Customer A - ZZZZZZZZZZ


3. Choose Enter .

4. On the Create Customer: General Data screen, on the Address tab page, make the followingentries:


Title <title>

Name <name>

SearchTerm1

<search term1>

Street <street>

Housenumber

<house number>


City <city>

Country <country>

Region <region>




TransportationZone

<transportation

zone>


Fax <fax>


7. On the Sales tab page, enter the Pricing Procedure (Cust.pric.proc.).

8. On the Shipping tab page, make the following entries:


8/3/2019 155_BPP_18_EN_IN




Delivery priority

<delivery priority>

Shipping Conditions

<shipping

conditions>

Delivering Plant

<delivering plant>

Max. Partial Deliveries

<max. partial

deliveries>

9. Choose Order combination.

10. On the Billing document tab page, enter Tax classification.

11. For some account groups, you have to select the right Recon. Account. (Choose Company Code Data – Account management )

12. Choose Save.

Result

You created the ship-to master record in the system. To display the customer created in thesystem, proceed as follows:

Option 1 SAP Graphical User Interface (SAP GUI)


Partner → Customer → Display → Complete







3.1.3 Assigning Ship-to Master Record to Sold-to Master Record

Use

In this activity, you assign the ship-to master record to the sold-to master record.

Procedure




Partner → Customer → Change→ Complete



8/3/2019 155_BPP_18_EN_IN



2. On the Customer Change: initial screen, enter Customer (number), Sales Organization,Distribution channel and Division.


4. On the Partner Functions tab page, enter Partner Function (SH) and the correspondingCustomer number (created in the previous step).

5. Choose Save.






2. Select the line with the sold-to-customer.

3. Choose Change.


5. On the Partner Functions tab page, enter Partner Function (SH) and the correspondingCustomer number (created in the previous step).

6. Choose Save.

ResultYou created the sold-to-master record in the system. To display the customer created in thesystem, proceed as follows:

Option 1 via SAP Graphical User Interface (SAP GUI)









3.1.4 Updating Credit Master Record for Customer

Use

In this activity, you update the credit master record for your customers.

Procedure



8/3/2019 155_BPP_18_EN_IN




SAP ECC menu Accounting →Financial Accounting →Accounts Receivable→

Credit Management →Master data→Change

Transaction code FD32

2. On the Customer Credit Management: Initial screen, enter customer number , Credit control area, and choose Status.

3. Choose Enter .

4. On the Customer Credit Management Change: Status screen, enter the Credit limit.

5. Choose Save.




(SAP_NBPR_AR_CLERK-M)Business role menu Accounts Receivable →Master Data→Customers

2. Select the line with the customer you want to change.

3. Choose Edit Credit Limit .

4. On the Customer Credit Management Change: Initial screen, enter customer number , Credit control area and choose Status.

5. Choose Enter .

6. On the Customer Credit Management Change: Status screen, enter the Credit limit.

7. Choose Save.

Result

The customer credit master record has been updated. To display the updated customer credit inthe system, proceed as follows:

Option 1 SAP Graphical User Interface (SAP GUI):

SAP ECC menu Accounting → Financial Accounting → Customers→ Credit

Management → Master data→ Display





Business role menu Accounts Receivable→Credit Management

Select the line with the specific customer and choose Customer Credit Management Display .

3.1.5 Creating CPD Customer Master Data (Complete)

Use

In this activity, you create the CPD Customer.

Procedure


8/3/2019 155_BPP_18_EN_IN












2. On the Customer Create: Initial Screen, enter the Account group: One time Customer (YBOC), Customer (number, number range A - ZZZZZZZZZZ), Company code and the salesarea data.

3. Choose Enter .

4. On the Create Customer: General Data screen, on the Address tab page, enter Title, Name,Search term1 and Country.

5. Select a Language.


7. On the Account Management tab page, enter the correct Recon. Account , Sort key andCash mgmt group (domestic / foreign).

8. On the Payment transactions tab page, enter Terms of Payment , a Tolerance Group and the payment method C.

9. On the Correspondence tab page, enter Dunn.Procedure and an account memo (for

example one-time customer ).


11. On the Sales tab, enter the adequate Customer group, Cust.pric.proc . and Cust.Stats.Grp.

12. On the Shipping tab, enter Delivery Priority , Shipping Conditions and the adequateDelivering Plant as well as the Max. partial deliveries.

13. On the Billing Documents tab, make the following entries:


Delivery and payment

terms

<Incoterms>

<terms of payment>

Accounting <Acct. asgmt. Group>

Taxes <tax classification

1>

14. Choose Save.

Result

You have created the CPD customer master in the system. To display the customer created inthe system, proceed as follows:

Option 1 SAP Graphical User Interface (SAP GUI):


8/3/2019 155_BPP_18_EN_IN






Option 2 via SAP NetWeaver Business Client (SAP NWBC):





3.1.6 Creating Dummy Customer Master Data

Use

In this activity, you create the Dummy Customer Master.

Procedure







Business role Accounts Receivable Manager (SAP_NBPR_AR_CLERK-M)


2. On the Customer Create: Initial Screen, enter Account group: Dummy Customer (YBPC),Customer (number ) (number range A – ZZZZZZZZZZ ), choose the correct SalesOrganization (domestic / foreign), Distribution Channel , and Division.

3. Choose Enter .

4. On the Create Customer: General Data screen, on the Address tab page, make the followingentries:


Title <title>

Name <name>

SearchTerm1

<search term1>

Street <street>

Housenumber

<house number>



8/3/2019 155_BPP_18_EN_IN




City <city>

Country <country>

Region <region>




Language <language>


7. On the Sales tab page, make the following entries:


Currency <currency>

Cust. Pric.Proc.

<cust. pric. proc.>

8. On the Shipping tab page, enter the Shipping conditions.

9. On the Billing document tab page, make the following entries:


Incoterms <Incoterms>

Incoterm part 2

<Incoterm part 2>

Terms of payment

<terms of payment>

Tax classification

<tax classification>


Choose: Extras → Account Group Info → Customer Types. Check if Default SP is active.


Choose: More→ Extras→ Account Group Info→ Customer Types. Check if Default SP is active.

10. Choose Save.

Result

You created the dummy customer master in the system. To display the customer created in thesystem, proceed as follows:






8/3/2019 155_BPP_18_EN_IN








3.2 Creating Customer Master Data (Accounting)

3.2.1 Creating Customer Master Data (Accounts Receivable)

Use

In this activity, you create the customer master record in accounts receivable accounting.

The creation of customer master data in accounts receivable accounting does notinclude any customer master data needed for the Sales and Distribution application(SAP ERP SD). Therefore this process step should not be executed if processes inSAP ERP SD are used.

Do not proceed with this section if processes of Sales and Distribution application(SAP ERP SD) are applied. In this case, refer to section Create Customer Master (Centrally) in this document.

Prerequisites

No SAP ERP SD functionality in scope.

Procedure



SAP ECC menu Accounting →Accounts Receivable→ Master Records→ Create



Business role Accounts Receivable Account - FI Only(SAP_NBPR_AR_FI_ONLY-S)

Business role menu Accounts Receivable →Master Data→Customers→CreateCustomer (Accounting)

2. On the Customer Create: Initial Screen, enter Account group (see table below), Customer (number ) (see table below), and the Company code.

Field name Description User action andvalues

Comment

YB01 Sold-to party 100000 - 199999 Use for services

YB02

Customer (ext. Number

assgnmnt)

A - ZZZZZZZZZZ


8/3/2019 155_BPP_18_EN_IN



Field name Description User action andvalues

Comment


YBAC Affiliated Companies - BP 400000 - 499999

YBEC Export Customers - BP 100000 - 199999YBPC Dummy Customer A - ZZZZZZZZZZ


The different account groups use different screen layouts. Therefore some of thementioned fields may not be visible when creating a customer.

3. Choose Enter .

4. On the Create Customer: General Data screen, on the Address tab page enter:


Title <title>

Name <name>

Search term1 <search term1>

Street <street>

Housenumber

<house number>


City <city>

Country <country>

Region <region>

5. Choose More fields to open the Street address section and make the following entries:



Language <language>


Fax <fax>

6. On the Control Data tab page, enter Vendor (relevant for account group YBVC).

7. On the Payment transactions tab page, enter Country , Bank Key , and Bank Account (relevant for account group YB01).Set the flag Collection Auth. if needed.


9. On the Account Management tab page, enter the relevant Recon. Account , Sort key , and thecorrect Cash mgmt group (domestic / foreign).


8/3/2019 155_BPP_18_EN_IN



10. On the Payment transactions tab page, enter Terms of Payment.If relevant, maintain the Payment Methods (for example AE) (account group YB01).

11. On the Correspondence tab page, enter Dunn. Procedure and Bank statement (account group YB01).

12. Maintain the IBAN:

Option 1: The bank details (country , bank key , and bank account ) and the relevant IBANof the business partner are known.


100000for example,DE

for example,50070010

for example,1233444

X

(1) Choose IBAN .

(2) Check and confirm the proposed IBAN.

Option 2: The IBAN is known but the bank details (country , bank key , and bank account )of the business partner are unknown.


100000

for example,

DE0550070010000

1233444X

(1) Cursor on an empty line.

(2) Choose IBAN .

(3) In the IBAN Connverter : Enter the IBAN.

(4) Choose Generate Bank Details.

(5) Select Enter .

13. Choose Save.

Result

You created the customer master in the system. To display the customer created in the system,proceed as follows:


SAP ECC menu Accounting →Accounts Receivable→ Master Records→ Display




Business role menu Accounts Receivable →Master Data→Customers→Display

Customer (Accounting)


8/3/2019 155_BPP_18_EN_IN



3.2.2 Creating Customer Data Master (Accounts Receivable)

Use

In this activity, you create the CPD Customer.

Procedure



SAP ECC menu Accounting →Accounts Receivable→ Master Records→ Create




Business role menu Accounts Receivable →Master Data→Customers→CreateCustomer (Accounting)

2. On the Customer Create: Initial Screen, enter the Account group: One time Customer (YBOC), Customer (number , number range A - ZZZZZZZZZZ ), Company code.

3. Choose Enter .

4. On the Create Customer: General Data screen, on the Address tab page, enter Title, Name,Search term1 and Country.

5. Chooseguage.


7. On the Account Management tab page, enter the adequate Recon. Account , Sort key andadequate Cash mgmt group (domestic / foreign).

8. On the Payment transactions tab page, enter Terms of Payment , a Tolerance Group and the payment method C.

9. On the Correspondence tab page, enter Dunn.Procedure and an account memo (for example one-time customer ).

10. Choose Save.

Result

You created the CPD customer master in the system. To display the customer created in the

system, proceed as follows:


SAP ECC menu Accounting →Accounts Receivable→ Master Records→ Display




Business role menu Accounts Receivable →Master Data→Customers→Display Customer (Accounting)


8/3/2019 155_BPP_18_EN_IN



3.3 Customer CIN Details

Use

Create CIN details for the Customer Master.

Procedure

1. Access the activity using one of the following navigation options:

SAP ECC menu User menu → Indirect Taxes Master Data J1ID - ExciseRate Maintenance

Transaction code J1ID

2. On the Excise Rate Maintenance screen, choose radio button Customer Excise Details, thenchoose Maintain (F5).

3. On the Change View “Customer Master Excise additional Data”: Overview screen, makemaintain excise details for the customers created in previous steps.

Customer Ecc NO.Excise Reg.No.

ExciseRange

ExciseDivision

ExciseCommissionerate

Example.

100000Example.100000

Example.

100000

Example.

100000

Example.

100000

Example.

Bangalore(Place of thecommissionerate )

Permanentaccount number Exc.Ind.Cust.

Service TaxRegn.No CST number LST number

Example.

100000

Example.

1 (Choose aDrop Downmenu for selection.)

Example.

100000( If Applicable.)

Eg.100000(If CST isapplicable.)

Eg.100000(If VAT isApplicable.)

4. Choose Save.

4 Appendix

4.1 Reversal of Process Steps

In the following section, you can find the most common reversal steps. Use these reversal stepsto reverse some of the activities described in this document.



8/3/2019 155_BPP_18_EN_IN



Transaction code (SAP GUI) XD01

Reversal Flag Customer Master for Deletion



(SAP_NBPR_AR_CLERK-M )

Business role menu Accounts Receivable →Master Data→Customers→Mark customer for deletion (centr.)

Comment Customer will be deleted during the next archiving run.

Create Ship-to Master Record


Reversal Flag Ship-to Master for Deletion





Comment Ship-to Master Record will be deleted during the nextarchiving run.

Assign Ship-to Master Record to Sold-to Master Record

Transaction code (SAP GUI) XD02Reversal Remove Ship-to Master Record Assignment





Comment Delete Ship-to party from Sales Area Data Partner Functions.

Update Credit Master Record for Customer

Transaction code (SAP GUI) FD32

Reversal Change Credit Limit




Business role menu Accounts Receivable →Master Data→Customers→Customer Credit Management Change

Comment Change as described in Update Credit Master Record for

Customer.


8/3/2019 155_BPP_18_EN_IN



Create CPD Customer







Comment CPD Customer Master Record will be deleted during the nextarchiving run.

Create Dummy Customer Master







Comment Dummy Customer Master Record will be deleted during thenext archiving run.



Reversal Set Deletion Indicator



Business role menu Accounts Receivable →Master Data→Customers→Mark Customer for Deletion (Acctng)


Block/Unblock Customer: Block Customer (Accounting)


Business role Accounts Receivable Account - FI Only

Business role menu Accounts Receivable →Master Data→Customers→Block Customer (Accounting)

Comment Customer is blocked and cannot be used.

Create CPD Customer


8/3/2019 155_BPP_18_EN_IN




Reversal Set Deletion Indicator


Business role Accounts Receivable Account - FI Only

(SAP_NBPR_AR_FI_ONLY-S)

Business role menu Accounts Receivable →Master Data→Customers→Mark Customer for Deletion (Acctng)


Block/Unblock Customer: Block Customer (Accounting)



Business role menu Accounts Receivable →Master Data→Customers→Block Customer (Accounting)

Comment Customer is blocked and cannot be used.

Date post:	07-Apr-2018
Category:	Documents
Upload:	ajaysl
View:	213 times
Download:	0 times