SAP Accounts Reveivable Customer Master |


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  • Trademarks SAP and the SAP logo are registered trademarks of SAP AG PowerPoint, Word, MS-DOS, and EXCEL are registered trademarks of Microsoft NOTE: All screen shots in this presentation are representative examples Screens in the actual environment may have minor differences, such as additional unused fields and colors based on system version Copyright 2007 Wyeth All rights reserved Neither this training manual nor any part thereof may be passed on to others, copied or reproduced in any form or by any means, or translated into another language, for any purpose without the express prior consent in writing of Wyeth All rights reserved
  • This slide shows the integration of SAP Customer Master: General Data: Contains information about customer name, address, unloading points, calendars, contact persons, etc Sales View: Contains customer pricing / statistics, customer category, price group type, sales district , and business partners Shipping: Contains shipping specific info, delivery priority, ship conditions, default delivery plant, complete delivery or partial, and delivery tolerance Billing: Contains payment terms, delivery terms, tax classification, payment guarantee procedure for financial documents, and billing plan Company Level Info: Contains reconciliation account, tolerance limit, interest calculation, payment terms, payment methods, bank info, lockbox info, correspondence, and dunning info With the exception of the general data, all the other data is organization specific and customer number is shared across organization.
  • Customer Master data has various types of information: General Data: Address, phone numbers, contact person, e-mail, marketing info, unloading point, calendar, etc Company Code Data: Payment terms, correspondence, reconciliation account, accounting clerk, dunning, etc Sales Area Data: Sales specific data, payment term, currency, shipping terms, price list type, customer class, delivery priority, and delivering plant
  • The Customer Master data is divided into three areas: General Data Company Code Data Sales Area Data Each of these areas, in turn, contain various tabs that contain data that is carried over any time you create a sales order for this particular customer The General Data portion of the customer master contains information including the complete customer address and the customer’s phone number The Company Code Data portion of the customer master contains information including the Reconciliation Account in the General Ledger, Payment terms information, payment method information, etc. that has been set for that customer The Sales Area Data portion of the customer master data includes Shipping tab, which contains information regarding the Delivery Priority and Shipping Conditions that have been set for that customer
  • The Forwarding Agent is the carrier
  • These Account Group codes become important when you are searching for a customer within the Sales Order For WCH only Local Account groups will be used. Z031 Local Customer Sold To Z032 Local Customer Ship To Z033 Local Customer Payer Z034 Local Customer Bill To Z035 Local Employee Sold To
  • These Account Group codes become important when you are searching for a customer within the Sales Order
  • You can determine why the changes were made by referring back to the person who made the changes
  • You can use XD03 to view changes to: Customer Master Record All Data Changes for Multiple Customers You can also determine which individual made the changes to the customer as well as the date the change was made Click on All Changes
  • SAP Accounts Reveivable Customer Master |

    1. 1. Accounts Receivable Version 1.0 Unit 2: Customer Master SAP-ERP
    2. 2. Course Agenda <ul><ul><li>Topic 1: Introduction </li></ul></ul><ul><ul><li>Topic 2: Customer Master </li></ul></ul><ul><ul><li>Topic 3: SAP Documents </li></ul></ul><ul><ul><li>Topic 4: Accounts Receivable Functions </li></ul></ul><ul><ul><li>Topic 5: Financial Transactions, EFT and Lockbox </li></ul></ul>
    3. 3. Master Data: General <ul><li>Master Data is information that is shared across SAP </li></ul><ul><li>Master Data is created once and then reused throughout the system; changed as necessary </li></ul><ul><li>Master Data can be separated into views that only display related data </li></ul><ul><li>Material Master Data can only be changed through Enterprise Data Management Group (EDM) </li></ul><ul><li>Shared Customer Master Data, the General Data creation will start with Customer Information Group (CIG). All organization specific data will be maintained by site </li></ul>
    4. 4. Customer Master Views <ul><li>The Customer Master is a data record containing all the information necessary for carrying out business transactions with a customer </li></ul>Shared Customer Master General Data Address /Contact Company Level Info Credit Info Sales Information Shipping Info Billing Info Export Info Business Partners
    5. 5. <ul><li>Customer Master Views (XD03) </li></ul><ul><li>General Data </li></ul><ul><li>Company Code Data </li></ul><ul><li>Sales Area Data </li></ul>Customer Master Data
    6. 6. Customer Master Data Structure <ul><li>The Customer Master is made up of three main areas of information : </li></ul>General Data Company Code Data Sales Area Data Contains: Customers Name and Address, Contact Names and Telephone Numbers Contains: Sales District, Sales Office, Price Group, Delivery Priority, Delivery Plant, Shipping Conditions, Transportation Zones, Partial Delivery, Partner Functions, Inco Terms, and Terms of Payment Contains: Accounting Clerk, Reconciliation Account, Dunning Procedure, Bank Information, Payment Methods, etc
    7. 7. <ul><li>Address Tab contains: </li></ul><ul><ul><li>Customers address </li></ul></ul><ul><ul><li>Telephone numbers </li></ul></ul>Customer Master Views Customer Master Data General Data
    8. 8. Customer Master Data Sales data - Texts Additional Data contains Master Data Text
    9. 9. Customer Master Business Partners <ul><li>An SAP Customer Master is made up of Business Partners </li></ul><ul><li>The SAP Business Partners describes Wyeth’s relationship with the customer; they are referred to as “partner functions” </li></ul>Forwarding Agent Places order, contractually responsible for order Pricing based on Sold to Sold-to Party Responsible for customer account Sales Representative Location where the invoices are sent Bill-to Party Physical location that receives the goods Ship-to Party DEFINITION SAP Responsible for paying the bills Payer Responsible for shipping Responsible for getting notifications of the customer consignments/shipment Notify Party
    10. 10. Customer Master Business Partners Notify Party Ship-to Sold-to Payer Forwarding Agent Sales Rep Customer Master Bill-to
    11. 11. Customer Master Account Groups <ul><li>A Customer Account Group categorizes customers by defining how that customer will perform </li></ul><ul><li>Following are examples of Export Customer Account Groups defined for Sales & Distribution: </li></ul><ul><ul><li>Z031 – Local Customer Sold To </li></ul></ul><ul><ul><li>Z032 – Local Customer Ship To </li></ul></ul><ul><ul><li>Z033 – Local Customer Payer </li></ul></ul><ul><ul><li>Z034 – Local Customer Bill To </li></ul></ul><ul><ul><li>Z035 – Local Employee Sold To </li></ul></ul><ul><ul><li>Z001 – Affiliate Sold-to </li></ul></ul><ul><ul><li>Z002 – Affiliate Ship-to </li></ul></ul><ul><ul><li>Z004 – Export Custom Sold-to </li></ul></ul><ul><ul><li>Z005 – Export Customer Ship-to </li></ul></ul><ul><ul><li>Z006 – Export Notify Party </li></ul></ul><ul><ul><li>Z009 – International Trade Bill-to </li></ul></ul><ul><ul><li>Z010 – International Trade Payer </li></ul></ul>
    12. 12. Customer Master Account Groups <ul><li>Following are examples of Local Customer Account Groups defined for Sales & Distribution: </li></ul><ul><ul><li>Z031 Local Customer Sold To </li></ul></ul><ul><ul><li>Z032 Local Customer Ship To </li></ul></ul><ul><ul><li>Z033 Local Customer Payer </li></ul></ul><ul><ul><li>Z034 Local Customer Bill To </li></ul></ul><ul><ul><li>Z035 Local Employee Sold To </li></ul></ul>
    13. 13. Displaying Customer Change History <ul><li>You may choose to display changes to determine : </li></ul><ul><ul><li>Who made changes </li></ul></ul><ul><ul><li>What changes were made </li></ul></ul><ul><ul><li>When the changes were made </li></ul></ul>
    14. 14. <ul><li>You can choose to display changes in the “display” mode and the “change” mode </li></ul><ul><li>There is more than one way to display changes, including: </li></ul><ul><ul><li>Displaying the changes within the Customer Master Record </li></ul></ul><ul><ul><li>Using Transaction XD03 </li></ul></ul>Displaying Customer Change History
    15. 15. Displaying Customer Change History Use transaction XD03, go to: Environment -> Account Changes -> All Fields
    16. 16. Displaying Customer Change History Drilldown within a result
    17. 17. Double Click on a field within these results to see the details on who changed the data, what data was changed, when data was changed, etc.
    18. 18. Unit Recap <ul><li>You can search for a customer account number from within many SAP screens within the Customer Master (not the Sales Order) using transaction XD03 </li></ul><ul><li>Master data is information that is shared across SAP </li></ul><ul><li>A Customer Master record contains three data areas: </li></ul><ul><ul><li>General Data </li></ul></ul><ul><ul><li>Company Code Data </li></ul></ul><ul><ul><li>Sales Data </li></ul></ul>
    19. 19. Questions and Answers