| This column contains some explanations to help you get started
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This column contains the standard instructions for creating a
customer master record. |
This is the first step in the record building
process where you assign a unique name to the customer. The menu path tells you
where to click the mouse. Each student must create a unique name. The allowable
length of the name is controlled elsewhere. Follow the directions. Fill in the
rest of the values exactly as given. They will not be explained in this
exercise. |
MENU PATH
Logistics>Sales/Distribution>Master data>Business
partners> Customers> Create> Complete
Enter the following data:
| Field Name |
Input Data |
| Account Group |
Sold-to party |
| Customer |
13XXX |
| Company Code |
3000 |
| Sales organization |
3000 |
| Distribution channel |
10 |
| Division |
00 |
| Reference |
| Customer |
34989 |
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Select the enter icon  to
continue |
After you select the enter Icon
 in the previous step
you will be automatically presented with a series of screens that will help you
fill in all the information needed for this type of master record. If you get
an error instead of the "Create Customer Address" screen you made a mistake in
the first step.
You can be creative in entering the name and address. Be
aware that the program will later check the zip code against the state for tax
purposes so don't make up fictitious entries.
If you are curious you can
click on the arrow by the box to be filled in to see the possible entries the
system will allow. You don't have to do this but it can be quite
interesting. |
Address Tab
| Field Name |
Input Data |
| Name |
Use your own name |
| Search Term |
saporient |
| Street |
use a made up street |
| City |
Winterdale |
| Postal Code |
18499 |
| Country |
US |
| Region |
PA |
| Tax Jurisdiction Code |
PA0000000 |
| Transport Zone |
0000000001 |
| Language |
E |
| Telephone1 |
717 555-5555 |
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This section controls the taxability of the
transaction between you and your customer. SAP automatically takes care of the
taxes but the system needs to know what exact location your customer is at to
properly account for sales tax. The transport zone field is used to help plan
grouping of shipments from the warehouse. Enter the data exactly as shown. |
Control Data Tab
| Field Name |
Input Data |
| Tax Jurisdiction Code |
PA0000000 |
| Transport Zone |
0000000001 |
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This customer information must be entered if the
customer is going to pay electronically, like a debit card. It is called EDI or
wire transfer. You will learn more about this in Finance. If you look at the
very bottom of a check you will see numbers than look funny. They are read
automatically by machinery. Two of those numbers are the bank key and the bank
account number. You don't really need the check if you have these numbers. The
banks will transfer the funds immediately from the customer to the merchant. It
has been used for a long time. The debit card or cash card is just a consumer
version of this system.
Enter the numbers exactly as shown. |
Payment Transactions Tab
| Field Name |
Input Data |
| Ctry |
US |
| Bank Key |
083000108 |
| Bank Account |
67890 |
| Ccontrol Key [toward ceter of form ] |
01 |
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Most businesses have lots more than one customer
and need a systematic way toclassify them. You will see the use of this data
later on in Marketing. Some of these numbers may be estimated by the salesman
if she does not have exact information. Enter the numbers exactly as
shown. |
Marketing Tab
| Field Name |
Input Data |
| Nielsen ID |
01 |
| Customer Class |
01 |
| Annual Sales |
560,000.00 USD |
| Year |
1999 |
| Number of Employees |
14 |
| Year |
1999 |
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SAP is designed for some very complicated
situations where the customer doesn't just put the package under his arm and
leave with it. The shipping point may be thousands of miles away from the
destination. Exact information about where to deliver things is part of the
customer master record. These instructions will be automatically inserted with
the shipping papers unless you change it.
Enter the data exactly as
shown. |
Unloading Points Tab
| Field Name |
Input Data |
| Unloading Point |
OPEN STORAGE |
| CALENDAR |
US |
| CHECKBOX FOR DEFAULT |
checked |
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SAP is designed to handle any kind of foreign
trade and knows all the current rules for all countries everywhere in the
world. It can also prepare special documentation in any language translated
authomatically from English or any other language. We are not going to enter
anything here since this is a domestic customer. |
Export Data Tab
Nothing to Enter |
Who is contacted if there is a problem with orders or
shipments to this customer. You can enter your own name here. |
Contact Person Tab
| Field Name |
Input Data |
| Name |
Your Name |
| Department |
0001 |
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This is a critical piece of information that you
will learn about later in Accounting and Finance.
Enter the data exactly as
shown. |
SELECT THE COMPANY CODE DATA
BUTTON
Account Management Tab
| Field Name |
Input Data |
| Reconciliation Account |
140000 |
| Sort Key |
002 |
| Cash management Group |
E2 |
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Many businesses give a discount if the bill is
paid quickly. Sort of like you pay interest if you take a long time to pay on
the credit card. These terms are standardized and represented by codes. You can
click on the arrow by the payment terms to see all the possible codes this
company has. The customer is entitled to the discount if he payes the bill in
the specified number of days. You will learn more about this in Marketing and
Finance.
Enter the data exactly as shown. |
Payment Transactions Tab
| Field Name |
Input Data |
| Terms of Payment |
NT30 |
| Rec Payment History |
selected |
| Time until check paid |
0 |
| Payment method |
CT |
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Dunning is the process of automatically sending
past due notices to customers that do not pay their bills on time. You will
learn more about this in Finance.
Enter the data exactly as shown. |
Correspondence Tab
| Field Name |
Input Data |
| Dunning Procedure |
0001 |
| Dunning Level |
0 |
| Bank Statement |
2 |
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A customer may not be able to pay his bill.
Sometimes insurance is used for protection. You will learn more about this in
International Business. We are not going to enter anything on this screen. |
Insurance Tab Nothing to enter |
Some of these numbers are extremely important to
sales transactions. This is where you specify that the bill is in U.S. Dollars.
Also that you will use Pricing Procedure 1. You will learn more about this in
Marketing, Finance and International Business.
Enter the data exactly as
shown. |
SELECT SALES AREA BUTTON ABOVE
Orders Tab
| Field Name |
Input Data |
| Order Probability |
100 |
| Currency |
USD |
| Customer Price Procedure |
1 |
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Who gets the fastest service? This gives you a
chance to set priorities.
Enter the data exactly as shown. |
Shipping Tab
| Field Name |
Input Value |
| Delivery Priority |
1 |
| Order Combination |
select |
| Ship. Condition |
02 |
| Delivering Plant |
3000 |
| Max part deliveries |
9 |
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Who pays the shipping charges? When does the title
to the goods change hands?. Who pays for the freight? Who gets credit for the
sales revenue? Do we collect taxes?
Enter the data exactly as shown. |
Create Customer Billing
| Field Name |
Input Value |
| Incoterms |
FOB New York |
| Payment terms |
NT30 |
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We can specify how we send the bill, paper, fax,
email, EDI.
We do not need to enter anything on this screen. |
Partner Functions Tab Nothing to enter |
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Write down the account number you created in your
notebook!! |
Select the Save Icon
 to save this customer
master record.
Note the Account # at thje bottom of the screen. You will need it
to complete some examination questions and so the Instructor can check your
work. |
