Customer

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Customer

  1. 1. Step – 01Step – 02
  2. 2. Step – 03Enter Customer Control details and click on Control Data
  3. 3. Field Name Description R/O/C User Action and Values CommentsTaxNumber1It describes the Tax number R Enter the VAT Number of thecustomerVendorNumberIt identified the vendornumber for the customerR Enter the vendor number if thecustomer is also a vendorStep – 03Enter Customer Control details and click on
  4. 4. Field Name Description R/O/C User Action and Values CommentsRecon.accountIt describes the G/L codewhere posting to thiscustomer account isaccounted inR Enter the G/L code wherepostings to this vendor need tobe accounted for. Say Exp:33901000Sort key For sorting purpose basedon line numberO Enter a sort key 001 by default Enter sortkey 001Click Payment Transaction
  5. 5. Field Name Description R/O/C User Action and Values CommentsPayt Terms Describes the paymentterms, it’s a drop down listfrom which a term has to beselectedR Select a Payment Term fromthe listPaymentmethodsPayment methods may bethrough Bank or cash, anyone or both can be.selectedR Enter the payment mode. T forBank Transfers, C for ChequePaymentsPaymentblockBlocks the vendor forpaymentO Enter a payment block ifpayment should not be made toa vendorSelectPaymenthistoryrecordIt is used in sales orders,purchase orders, andinvoices. Terms of paymentprovide information for
  6. 6. Field Name Description R/O/C User Action and Values CommentsCash managementDunningproceduresPaymenttransactionsClick Correspondence
  7. 7. Field Name Description R/O/C User Action and Values CommentsBankstatementUser editable field, tracksthe statement by week ormonthR Select 2 to denote monthlystatementsDunning A pre-defined procedurespecifying how customersare dunned.For each procedure, theuser definesNumber of dunninglevelsDunning frequencyAmount limitsTexts for thedunning noticesO Select the Dunning procedureNote : Dunning assignment depend on the level requirement of user. And only optional for clientSystem displays the message “Customer XXXXXX was created”Customer 2000001000 has been created for company code Z999Hint: SAP Search help can be used for identifying Reconciliation Account & Sort key.Change Customer Master (FD02)
  8. 8. This step is used to change a customer created using FD01 aboveAccess TransactionVia Menus Accounting>Financial Accounting>>AccountsReceivable>Master Records>ChangeVia Transaction Code FD02
  9. 9. 1. Select Customer Number, Company Code and Click on the check boxes as below. Pressenter.
  10. 10. 2. Make the necessary changes to the information.. Click on to go to the next screen
  11. 11. Display Customer Master (FD03)This step is used to display a customer created using Procedure 1 aboveAccess TransactionVia Menus Accounting>Financial Accounting>>AccountsReceivable>Master Records>DisplayVia Transaction Code FD03
  12. 12. Click on and continue
  13. 13. Click and continue customer Address, control data and company code data EtcBlock a customer master (FD05)This step is used to block a customer from postings
  14. 14. 1 Select the customer number and company code and press enter
  15. 15. 2 Select/Deselect the check box to Block/Unblock Customer
  16. 16. Click on save to block / unblock.Set Deletion indicator:Specify the SAP customer code & Company code, which need to be blocked orunblocked.
  17. 17. Select All Area , Selected Company Code, General Data, Select company code ind, generaldata
  18. 18. Click on save to Deletion .Select/Deselect the check box to Block/Unblock Customer1.

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