Title: / Create Customer Master
Category 1: / Sales Order Fulfillment
Category 2: / Master Data
Create Customer Master / XD01

Change History

Update 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:CREATE_CUSTOMER_MASTER.DOC
Reference Number: / Version:Rev 0
Last Modified:2/24/2005 4:39 PM / SAP Parent
Page 1 / 29
Title: / Create Customer Master
Category 1: / Sales Order Fulfillment
Category 2: / Master Data

Purpose

Use this procedure to create a brand new customer.

Trigger

Perform this procedure when the customer does not exist in SAP.

Prerequisites

  • All information needed to create the record is available to you.

Menu Path

Use the following menu path(s) to begin this transaction:

  • Select LogisticsSales and DistributionMaster DataBusiness PartnersCustomerCreateComplete to go to the Create Customer: Initial screen

Transaction Code

XD01

Helpful Hints

None

File name:CREATE_CUSTOMER_MASTER.DOC
Reference Number: / Version:Rev 0
Last Modified:2/24/2005 4:39 PM / SAP Parent
Page 1 / 29
Title: / Create Customer Master
Category 1: / Sales Order Fulfillment
Category 2: / Master Data

Procedure

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

Create Customer: Initial Screen

2.Click .

Account Groups and NumberRanges

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

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 address
Example: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 .

Create Customer: General data

9.Click .

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

10.1If you don’t know the number,Click

Industry key (1) 15 Entries found

10.2Double-click on your selection

11.Click .

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.

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 ExtrasTexts.

Create Customer: Head office texts

15.Click .

16.Double-click .

Change International Customer Chklst: INTERNAL Language EN

17.Select InsertTextStandard

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 .

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

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

Create Customer: Head office texts

29.Click .

Create Customer: General data

30.Click .

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 .

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 .

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 .

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 .

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 .

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 cusotmers
Example: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 countries
Example:1

44.Click .

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.

Result

You have created a new customer number.

Comments

Contact Sandy Boatwright at 4361 with any questions

File name:CREATE_CUSTOMER_MASTER.DOC
Reference Number: / Version:Rev 0
Last Modified:2/24/2005 4:39 PM / SAP Parent
Page 1 / 29