This exercise is on SAP Customer Master Data. Here is a brief Summary of Monday’s Session again.
SAP SD Customer Master Class Summary :
Customer Master Contains 3 views ( Data )
- General View ( Data )
- Sales View ( Data )
- Finance View / Company Code View ( Data )
There are 3 transaction codes to create/change/display Customer Master the purpose of each has already been discussed in the session.
- VD01/02/03
- FD01/02/03
- XD01/02/03
For full-fledged, instructor led Online SAP SD Training or other Online SAP Training modules, please visit our Magna Training home page.
The menu path for the corresponding Transaction codes above are
- [ Logistics -> Sales and Distribution -> Master Data -> Business Partner -> Customer -> Create -> VD01 ]
- [ Accounting -> Financial Accounting -> Accounts Receivable -> Master Records -> FD01 ]
- [ Logistics -> Sales and Distribution -> Master Data -> Business Partner -> Customer -> Create -> XD01 ]
We have discussed that the Finance Department uses the FD01/02/03 Transactions and the Sales Department uses VD01/02/03 Transaction Codes. We have also gone through how to extend the customer master views via the transaction codes.
We have discussed the most important fields that you need to know as an SAP SD Consultant in the Customer Master.
- General Data
- Name & Address
- Search Term
- Sales Data
- Sales Tab
- Sales Office
- Sales Group
- Customer Group
- Shipping Tab
- Shipping Conditions
- Delivering Plant
- Order Combination
- Partial Delivery Allowed
- Billing Tab
- Invoice Dates
- Inco Terms
- Payment Terms
- Account Assignment Group
- Tax Classification
- Partners Tab
- Sales Tab
- Company Code Data
Exercises
Scenario 1 : A Sales executive ( Julie ) at Company ABC Inc wants to create a new domestic, commercial customer based in SAP on a new order she got from him for a Pump. The name of the Customer is “Ehsaan Shah” and he needs to be created within the US Sales Organization ( 3000 ) . We are performing a direct sale to him. Ehsaan resides at 1000 Denise Dr, Edison, NJ. The customer requested that if possible we can combine multiple orders together to save him money on shipments. The customer also said that he will pick-up any shipments from our warehouse to avoid paying for freight. The customer prefers that we ship all the goods related to a single order in a single package if possible because, he does not want to receive multiple shipments for a single order and confuse himself. Since the customer is going to do potentially do multiple orders in a single week, he has requested that we bill him as one invoice for the entire month as opposed to individual invoices. Since the customer is going to pick-up right from the plant, choose the right inco-terms. The customer chooses to pay like this - Pay the net due within 60 days. However, if he wishes to pay early, the company ABC Inc wishes to give him the following discounts – 3% Cash discount if paid within 14 days and 1% cash discount if paid within 30 days. The company’s internal sales employee Dominik Adam got us this customer and all commissions related to the sales for this customer goes to Domnik.
Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
Scenario 2 : The Sales Executive has successfully created the Customer. Now the Finance Department ( Amy ) needs to be intimated that a customer has been created and needs to be extended with the Financial Data as well. Julie sends an email to Amy specifying the customer number created. Amy looks at the Customer Number and sees which Sales Area the customer has been created in and chooses the right company code and extends the customer to the company code. Amy uses the Company Code’s A/R account as a Reconciliation Account. However, after consulting the Finance Controller decides not to offer the payment terms as created by Julie. Instead, the company chooses to offer the customer a payment terms as net due in 50 days with a 2% cash discount if paid in 10 days and 1% if paid in 30 days.
Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
Scenario 3 : An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.
Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
Question 6 : Specify the SAP Customer Group that the Order contains ?
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ? ( Here is how to find out all the sales areas that the SAP customer master is associated with )
customer’…108′ created
customer group 10
price group 03
dilivery priority: low
shipping condition: 09
dilivering plant:1000
dilivery date: factory calender us
Invoicing list date: monthly
Incoterm: from plant
terms of payment 002
account assignment group: 01
Tax condition :01
‘
Ans 1 :Cust # 107
Ans 2 : Customer number’s Company code =?,
Payment terms =0005 Recon. Account = ?. I couldn’t answer this question
Ans 3: Yes
Ans 4 : Yes
Ans 5 : Yes , Incoterm can be changed from SO
Ans 6 : ?
Ans 7 : 0001 Domestic Revenue , Account TAB
Ans 8 : Header
Ans 9 : I was not able to create Sales Rep, But ideally we can find this in Partner Function Tab
Ans 1 :Cust # 107
Ans 2 : Customer number’s Company code =?,
Payment terms = ? Recon. Account = ?
Siva,
I created customer # 100266 in sales area 1000/10/00 but could not and add Sales agent Domink Adm as partner.The list of values show only 4 partnet functions. ie. SP/BP/PY and SH and I can not see SE. While creating the customet I selected type as sold to party.
Thanks
Srini
Scenario 1:Answer 1:
Customer number: 105
Inco terms – EXW (From Plant)
Payment Terms – 0002
Distribution Channel – 10
Division – 00
Customer Group – YI (Individual customer)
Account Assignment Group – 01 (Domestic revenues)
Shipping Conditions – 09 (Pick up)
Tax classification – 1
Different partner functions used – SP
1. cust 1567 created
2. Question :: how to configure inco terms ??
Q1. Customer 0000000053
Q2. Customer 0000000053
Q3. Sales view
Q4. Yes
Q5. Yes, can be overwritten in sales order
Q6. 01
Q7. Accounting tab in header
Q8. Sales Order Header
Q9. yes, partner tab
Q10.
0001 01 01
0005 01 00
0005 10 00
0005 12 00
0005 14 00
0005 16 00
0006 01 00
0006 10 00
0006 12 00
0006 14 00
0007 01 00
Question 1:
Customer # 100244
Inco Terms: CPT (frieght free)
Payment Terms: 004
Sales Org.: 1000
Distribution Channel: 10
Division: 00
Shipping Conditions: 02(Standard)
Tax Classification: Tax Exempt
Partner Functions: SP, BP, PY, SH, Z7, Z8
Search Term: Shah
Delivery Priority: 6(Ground)
Question 2:
Company Code: 3000
Payment Terms: 5000
Reconciliation A/C: 140000
Question 3:
Sales View
Question 4: ?
Question 5: ?
Siva,
I could not save the order due to an issue so the data was lost and I do not have order #.
Ilana
Let’s discuss this in the class then.
Thank you. I have also had this issue.
Created Sales Order 13873. Was able to save but not deliver. Incompletion log says Shipping Point needs to be completed.
Dana
I fixed this order. The shipping point determination was not made. In order to fix this, we need to understand shipping point determination in SAP . Don’t worry about this yet. Go ahead and process this order further. After may be class 20 or 25, you can start looking into shipping point determination.
Siva,
If you can provide correct answers that would help us. Especially for Inco Terms and Partner Functions.
Thanks
cannot save an order: requires Shipping Point/Receivi to be populated and there are no values in the field
Ilana
Give the Order #
Customer 32
3000/10/00
Invoice dates – Agreement Monthly
Incoterms – EXW
Terms of Payment – 0004
Scenario 2: extended; terms of payment – 005
Q3 : Sales View
Q4 : Yes
Q5 : Yes
Q6 : ?
Q7 : billing document tab / Acct assignment group
Q8 : SO header
Q9 : no
Q10 :
001
0005
1000
1000
2500
Created Customer Eshaan Shah MD
Customer number 30
Sales Org 3000
Dist Ch 10
Div 00
with address as given and entered contact
Sales View
Sales – Customer group – 10 – Priv Customer
Shipping
Selected Order Combination
Only complete delivery allowed
Delivery priority normal
Shipping conditions – standard
Billing Documents
Invoice dates – Agreement Monthly
Incoterms – EXW
Terms of Payment – 0004
Partner Functions
EM 30
BP 30
PY 30
SH 30
Scenario 2
Extended customer to
Company code 1000
Change the payment terms to 005
Scenario
Getting the following error while creating Order
Ship-to party 30 is not assigned to a sold-to party
Message no. VP211
Question 2 : Company code – 3000, payment terms – 0005 and Recon. Account – 144003
Question 3 : Sales View
Question 4 : Yes CPT
Question 5 : Yes. Can be manually entered.
Question 6 : 02
Question 7 : In the Acct assignment group field under billing document tab
Question 8 : SAP Sales Order Header
Question 9 : Dominik Adam is not available anywhere, We have Ehsaan Shah under Partner tab
Question 10 :
0001 01 01
0005 10 00
1000 10 00
1000 12 00
2500 10 00
For Scenario 1:
Customer 100240 created.
Sales Organization:3000
Dis. channel:10
Division:00
Street Address under Address
1000 Denise Dr
55555 NJ US Est
Sales:
Sales Office:3000
Sales Group:301
Customer Group:02
Shipping:
Delivery Priority:2
Shipping Conditions:09
Delivery Plant:0008
Complete delivery reqd by law
Only complete delivery allowed
Order combination
Billing Documents:
Invoices data:AM
InvoicingListDates:AM
Incoterms:CPT
Terms of Payment:0004
Taxcal:1
Question 2 : Company code – 3000, payment terms – 0005 and Recon. Account – 144003
Question 3 : Sales View
Question 4 : Yes
Question 5 : Yes. Can be manually entered.
Question 6 : 10
Question 7 : In the Acct assignment grp fied under billing document tab
Question 8 : SAP Sales Order Header
Question 9 : Yes under Partner tab
Question 10 :
1000 01 00
1000 10 00
1000 12 00
1000 16 00
Customer Number – 100237
Sales Org – 3000
DC – 01
Div – 00
Inco terms – EXW
Payment terms – 0005
Shipping conditions – 09
Tax classification – 1
Partner Functions
SP 100237 Ehsaan Shah
BP 100237 Ehsaan Shah
PY 100237 Ehsaan Shah
SE 900061 Dominik Adam
SH 100237 Ehsaan Shah
Z7 100237 Ehsaan Shah
Z8 100237 Ehsaan Shah
Hi Siva,
Could you please share some document which shows step by step partner function determination procedure. Thanks !
Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
When created the sales order HP001 the payment terms came from the Sales View and not from CC
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
Ans: Yes the Inco terms come from the SAP Customer Master to the sales order HP002
Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
Ans: Yes you can change the Inco terms which means you can over ride the Customer Master terms at the time of creating the sales order.
Question 6 : Specify the SAP Customer Group that the Order contains ?
Ans: Customer Group 10 for the order HP003
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
Ans: From the CM account Acctasggrp (found in the sales header) I have not defined that in the customer master and hence it could not pick up anything here. It is in Sales Data/Billing Docs
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
Ans: Sales Order Header. Line item will be added in the order.
Question 1 Answers:
Customer NO : 32144
Inco terms : EXW
payment Terms: 004
Acct. Asgmt grp: 01
Sals Org 3000
DChl: 01
Div: 00
Shipping Conditions: 09
Partner Functions: SE
Question 2 Answers:
CCode : 1000
Recon A/C: 140000
Payment Terms 0005
1. scenario2:
Company code:0008
Recon.account:AR Account
Terms of Payment:0005
Scenario3:
Sales Order: 13509
Scenario 4:
Yes…
Scenario5:
Yes. changed from CPT to CFR
Scenario 7:
Sales Order Overview
Sold to : Edison NY
Ship to: Edison NY
Scenario 8:
Header
Scenario 10:
0001,01,01
0005,10,00
1000,10,00
1000,12,00
2500,10,00
For Scenario 1:
Cust: 100221
Sales Area: Distribution Channel:Division as 3000:10:00
Street Address under Address
1000 Denise Dr
73937 NJ US Est
Sales:
Sales Office:3000
Sales Group:301
Customer Group:01
Shipping:
Delivery Priority:02
Shipping Conditions:09
Delivery Plant:0008
Complete delivery reqd by law
Partial delivery per item : Only complete delivery allowed
Billing Documents:
Invoicing dates :AM
Incoterms:CPT
Terms of Payment:0004
Taxcal:1
…..thks
scenario2:
Company code:0006
Recon.account:14000
Terms of Payment:0005
Scenario3:
Sales View
Scenario 4:
Yes
Scenario5:
Yes,inco terms that are defined in Customer master can be modified from Sales order.
Scenario 7:
Account Assignment Group.
Scenario 8:
header
Scenario 10:
0001,01,01
0005,10,00
1000,10,00
1000,12,00
2500,10,00
For Scenario 1:
Customer 16386 created.
Sales Organization:3000
Dis. channel:10
Division:00
Street Address under Address
1000 Denise Dr
73937 NJ US Est
Sales:
Sales Office:3000
Sales Group:301
Customer Group:01
Shipping:
Delivery Priority:02
Shipping Conditions:09
Delivery Plant:0006
Complete delivery reqd by law
Billing Documents:
Incoterms:CPT
Terms of Payment:0004
Taxcal:1
Exercises
Scenario 1 : A Sales executive ( Julie ) at Company ABC Inc wants to create a new domestic, commercial customer based in SAP on a new order she got from him for a Pump. The name of the Customer is “Ehsaan Shah” and he needs to be created within the US Sales Organization ( 3000 ) . We are performing a direct sale to him. Ehsaan resides at 1000 Denise Dr, Edison, NJ. The customer requested that if possible we can combine multiple orders together to save him money on shipments. The customer also said that he will pick-up any shipments from our warehouse to avoid paying for freight. The customer prefers that we ship all the goods related to a single order in a single package if possible because, he does not want to receive multiple shipments for a single order and confuse himself. Since the customer is going to do potentially do multiple orders in a single week, he has requested that we bill him as one invoice for the entire month as opposed to individual invoices. Since the customer is going to pick-up right from the plant, choose the right inco-terms. The customer chooses to pay like this – Pay the net due within 60 days. However, if he wishes to pay early, the company ABC Inc wishes to give him the following discounts – 3% Cash discount if paid within 14 days and 1% cash discount if paid within 30 days. The company’s internal sales employee Dominik Adam got us this customer and all commissions related to the sales for this customer goes to Domnik.
Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
Answer: Create Customer 9742 with following info.
Account group: 0001, Sales Organization: 3000, Dist.Chan:10, Divison: 00
Inco Term: EXW-From Plant,
Payment Terms- 0004 – 3% for 14 days, 1% for 30 days, Net for 60 days
Customer Group: 10 – private customer, Account Assignment Group: 01 – Domestic revenue
Shipping Conditions: 09-Pick up, tax classification: 1 – liable for tax
Partner Function: SP- Sold to party- 9742, BP – bill to party- 9742, PY-payer-9742, SH-ship to party -9742, Y1- sales representative – 900061
Scenario 2 : The Sales Executive has successfully created the Customer. Now the Finance Department ( Amy ) needs to be intimated that a customer has been created and needs to be extended with the Financial Data as well. Julie sends an email to Amy specifying the customer number created. Amy looks at the Customer Number and sees which Sales Area the customer has been created in and chooses the right company code and extends the customer to the company code. Amy uses the Company Code’s A/R account as a Reconciliation Account. However, after consulting the Finance Controller decides not to offer the payment terms as created by Julie. Instead, the company chooses to offer the customer a payment terms as net due in 50 days with a 2% cash discount if paid in 10 days and 1% if paid in 30 days.
Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
Answer: Company code: 1000, payment terms: 0005 – 2% for 10 days, 1% for 30 days, Net for 50 days, Recon. Account: 140000
Scenario 3: An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.
Question 3: When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master?
Answer: Order 25446 created and payment term use from sales view not from company code.
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
Answer: yes, it’s matched.
Question 5: Can you change the Inco Terms in the SAP Sales Order? What does this illustrate?
Answer: Yes, we can change Inco Terms In Sales order and says message: Freight is redetermined.
Question 6: Specify the SAP Customer Group that the Order contains?
Answer: 10-private customer.
Question 7: How do you know from the order that this order’s revenue belongs to a domestic customer?
Answer: Go to sold to party in header and go to Accounting tab – you can find there.
Question 8: Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item?
Answer: Most data from customer master go to Sales order header.
Question 9: Is Dominik Adam available in the SAP Sales Order? If yes, which tab in the Sales Order is he in?
Answer: Go to Sales order line item and go to partner tab – you can find him on the list.
Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ? ( Here is how to find out all the sales areas that the SAP customer master is associated with )
Answer: Type VD02 and click on Customer’s sales area – you can find all data exits in Customer master 1000.
Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used
Ans. customer created : 9866,
2.Incoterms: Cif,
3. Payment terms: 0001( Payment Immediately Due net)
4. Distribution channel: 10
5.Customer Group:01( Industrial customers)
6.Account assignment Group: 01( Domestic revenues)
7. Shipping conditions:01( As soon as possible)
8 Tax classification: be:1 ,De:1,nl:1,us:1
9Partner functions:sp:9866,sh:9866,bp:9866,py:9866
Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
customer created using fd01: 9866
payment terms:0001(Payment Immediately due net
Recon account:1.40,000(Tax receivables domestic)
company code:1000
When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
a. Sales view: billing document. Payment terms
4 ans. yes they will match in sap customer master wrt sales
5 a) yes we can change the incoterms in sap sales order
6 a) customer group :01: Industrial customers
7 a) Account assignment group: 01( domestic revenues)
8 a) sales area header
9)
10) Sales org :1000, Name: Germany frankfurt,Dis channel:10, Name: Final customer sales, Div 00
Hi SIva,
I was trying to create a Customer Ehsan Sha (as per the exercise, however the Sold-to-party, and pther partner functions are not being determined.
is there any particular configuration that i need to do?
Kindly advice.
Regards,
Jerry
Standard Account Group or your own customer account group ? If it is a new customer account group you would have to do a config at the partner determination level.
If you have created your own Customer Account Group, then the corresponding Partner Determination should also be done.
Question 1 :
Cust 24681
SOrg 3000
Dist Ch 10
Div 00
Sale Dist 5
Cust grp 10
Ship Cond 09
Incoterms EXW
Tof Pymt 0004
Tax Class BE-1, BR-1, CA-1 2 3, CN-1, DE-1, NL-1, US-1
Question 2 :
Company Code 3000
Payment Terms 0005
Recon Acct 144003
Cust 24681 created.
Question 3 : Sales View
Question 4 : Yes they match.
Question 5 : Yes, it can change. This shows that the Incoterms are modifiable even in the sales order.
Question 6 : Customer Group – 10 Private Customer
Question 7 : AcctAssgGr shows 01 Domestic revenues
Question 8 : SAP Sales Order Header
Question 9 : Yes, available in the Partners Tab
Question 10 : Exists in the following (Sales Org/Distr.Chl/Division):
0001/01/01
0005/10/00
1000/10/00
1000/12/00
2500/10/00
Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
Ans : Customer # 28002 Created ; Sales/D/D : 3000/10/00, Inco Terms : CFR, Shipping Conditions : 09 ( Pick Up ), Tax Classification : 1 ( Liable ), ST/Sh-to/BT/Payer : 28002, Payment Terms : 004, Invoicing Dates : AM
Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
Ans : Re-Con Account # 125003, Payment terms changed to : 005
Scenario 3 : An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.
Ans : SO 14175 created
Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
Ans : Sales View
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
Ans : Yes
Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
A : Yes. This illustrates that the INCO Terms is modifiable in other documents such as Sales Order.
Question 6 : Specify the SAP Customer Group that the Order contains ?
>> Not sure of the question/ Didnt understand it
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
A : 01 – Sold to Party ? ( because 01 is domestic )
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
A : Sales Order Header
Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
A : No Couldnt find a Tab for Sales Representative.
Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ?
A : Sales Area : 3000/10/00
Siva,
I created customer nos:7227 and 7557 when I go to modify the customer the sales area data and company data were greyed out.
Also as I mentioned earlier in the class that I wanted to add material M-01 to the customer 7227 I created and I am getting error as Ship to party is not allowed for 7227. Please take a look at the customers that I created.
Thanks,
Sudhakar.
You can go to VD02 and it should NOT be in display mode. I just checked it and found that I was able to change the customer.
What do you mean by adding material to customer ? Did you mean add material to sales order ?
Customer Master data
Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
Created Customer Master – 7337
Payment terms – immediate due on net.
Dist channel – 10
Div – 00
Customer group – 0001 Sold to Party
Account assignment Group –
Inco terms – FOB
Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account
Company Code – 1000
Rec. Acc – 140000 Trades receivable domestic
Terms Of payment – 0005
An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10
Created an order, while creating an order, when customer 7337 that is created selected, error is thrown no pricing terms selected for this customer. Went back to VD02 and provided cust acct group – as domestic
Order number – 14128
Question 3: When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master?
Used from Sales view (0001)
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco. terms in the Sales Order ?
Yes
Question 5: Can you change the Inco Terms in the SAP Sales Order? What does this illustrate?
Yes, Allows to override the default value for inco terms from customer master data in sales order.
Question 6 : Specify the SAP Customer Group that the Order contains ?
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
Acct. Assig group in Sales order
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
Most of customer master data is applicable to Sales order header.
Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
No, Dominik Adam is not listed.
Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ?
Tcode – VD03 => Click on Customer Sales area
Customer sales Org- 1000, D.Chan – 10 Div 00
Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with
Customer Number: 7227
Inco terms: CPT
Payment Terms: 0004
Distribution Channel: 01 (Direct Sales)
Division: 00 (Cross Division)
Customer Group: 0001 Sold to Party
Account Assignment Group:
Shipping Conditions: 09
tax classification : 01
different partner functions: Sold to Party : 7227
Ship to Party : 7227
Payer : 7227
Bill to Party : 7227
Question 2 : Based on the scenario above, please extend the customer master and give the
customer number: 7227
Company code: 3000
payment terms :0005
Recon. Account:144001
Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
Sales view
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
Yes
Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate
Yes; You can change the Inco terms based ont he type of sales order.
Question 6 : Specify the SAP Customer Group that the Order contains ?
10 Private Customer
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
From Account Assign Group
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
SO Header
Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
Order Data
Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ? ( Here is how to find out all the sales areas that the SAP customer master is associated with )
Create customer screen and enter ALL SALES AREAS
Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
Answer: Account group: sold to party
Customer number: 123
Sales organization = 1000
Distrib. Channel = 10
Division = 00
Sales Data Tab:
Sales office:
Sales group:
Transportation Zone: 000001-Eastern zone
Shipping Data Tab:
Shipping Conditions: 10 Immediately.
Delivery Plant: 1000 germany
Partial Shipments: Partial Delivery Not Allowed(b cos customer wants to save on shipping and freight)
Billing Data Tab/Payment Transactions:
Inco Terms: EXW
Payment Terms: 004
Account Assignment Group: 01 – Domestic revenues
Tax Classification: Germany 0
Partner Functions Tab:
Partner Functions:
SP Sold-to party: 123
BP Bill-to party: 123
PY Payer: 123
SH Ship-to party :123
Save- Customer 123 was created
Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account
Account Management Tab:
Customer 123
Reconciliation Account: 140000 Trade receivable
Company Code: 1000
Payment Transaction Tab:
Payment Terms: 0005
Save
Scenario 3: An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.
Order type=OR
Sales org- 1000
Dist Chan=10
Division=00
Sold to party= using search for customer name= 123
Standard order= 13409
Save
Question 3: When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master?
From Sales view
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco. terms in the Sales Order ?
Yes
Question 5: Can you change the Inco Terms in the SAP Sales Order? What does this illustrate?
Yes I was able to change the defaulted Inco Terms. It is possible to override the defaulted Inco Terms in Sales Order.
Question 6 : Specify the SAP Customer Group that the Order contains ?
01 Industrial (from Customer Master)
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
The Account Assignment group indicates “01” domestic revenue.
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
The master data mostly applies to the header.
Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
Answer:YES, on Order Header ->Partner tab
Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ?
VD02 or VD03 and Click on customer saes area
Customer sales areais 1000/10/00
Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
Answer: Account group: sold to party
Customer number: Internal
Sales organization = 3000
Distrib. Channel = 10
Division = 00
Sales Data Tab:
Sales office: 3000.
Sales group: 301
Transportation Zone: 000002 – Region West
Shipping Data Tab:
Shipping Conditions: 10 Immediately.
Delivery Plant: 0006 New York.
Partial Shipments: Partial Delivery allowed.
Billing Data Tab/Payment Transactions:
Inco Terms: CIF.
Payment Terms: 001
Account Assignment Group: 01 – Domestic revenues
Tax Classification: Canada PST =2, GST=1, USA 1, The rest 0
Partner Functions Tab:
Partner Functions:
SP Sold-to party: Internal
BP Bill-to party: 3000
PY Payer: 3000
SH Ship-to party :3000
Save- Customer 0000500022 was created
Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account
Account Management Tab:
Customer: 0000500022
Reconciliation Account: 140000 Trade receivable
Company Code: 1000
Payment Transaction Tab:
Payment Terms: 0005
Save
Scenario 3: An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.
Order type=OR
Sales org- 3000
Dist Chan=10
Division=00
Sold to party= using search for customer name= 500022
Standard order= ABCSHAH
Save
Question 3: When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master?
From Sales view
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco. terms in the Sales Order ?
Yes
Question 5: Can you change the Inco Terms in the SAP Sales Order? What does this illustrate?
Yes I was able to change the defaulted Inco Terms. It is possible to override the defaulted Inco Terms in Sales Order.
Question 6 : Specify the SAP Customer Group that the Order contains ?
Internal
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
The Account Assignment group indicates “01” domestic revenue.
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
The master data mostly applies to the header.
Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
Answer: NO, on Order Header ->Partner tab not listed
Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ?
VD02 or VD03 and Click on customer saes area
Used transaction VD01 – create general data and sales data
Account group = ZVT1 sold to party 001
Customer number = 123
Sales organization = 3000 (US)
Distrib channel = 10 (Final Customer sales)
Division = 00 (cross-division)
Sales group = 302
Customer group = 01 (Industrial customers)
Shipping condition = 09 (pick-up)
Delivery plant = 0006 New York
Order combination = yes
Partial delivery = A (allowed)
Max partials = 1 (1 shipment)
Invoice dates = AM (agreement monthly)
Inco terms = EXW (from plant)
Payment terms = 004
Account assignment group = 01 (Domestic)
Tax classification = 1 taxable for all Countries
Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
Terms 0005
Reccon Acct = 144001 (Trade Receivables company 3000)
Scenario 3 : An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.
Order 135186 created.
Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
from Sales View
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
Yes – CFR From Plant
Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
Yes I was able to change the defaulted Inco Terms. It is possible to override the defaulted Inco Terms in Sales Order.
Question 6 : Specify the SAP Customer Group that the Order contains ?
01 – Industrial customers
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
The Account Assignment group shows “01” domestic revenue.
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
The majority of master data goes to the header.
Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
Yes – Partners tab – VE Sales employee
Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ? ( Here is how to find out all the sales areas that the SAP customer master is associated with )
Sales Org = 3000 /10 / 00
Siva,
Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
Customer No: 0000500012 created.
Sales area: 3000
Distribution Channel: 10
Division: 00
General Data Tab:
Customer Name: Ehsaan Shah
Search Term: Shah
Sales Data Tab:
Sales office: 3000.
Sales group: 301
Transportation Zone: 000001 – Northan Region
Shipping Data Tab:
Shipping Conditions: 10 Immediately.
Delivery Plant: 0006 New york.
Partial Shipments: allowed.
Billing Data Tab/Payment Transactions:
Inco Terms: CIF.
Payment Terms: 0013
(Within 14 days 3 % cash discount
Within 30 days 2 % cash discount
Within 45 days Due net)
Account Assignment Group: 01 – Domestic revenues
Tax Classification: 1 for all Countries (Germany, US) and 0 for canada.
Partner Functions Tab:
Partner Functions:
SP Sold-to party: 3000
BP Bill-to party: 3000
PY Payer: 3000
SH Ship-to party :3000
Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account
Account Management Tab:
Customer: 500012
Reconciliation Account: 140000
Company Code: 1000
Payment Terms Tab:
Payment Terms: 0005
Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
Answer: Sales View form the customer master.
***during Order creation i am getting error: No customer master record exists for sold to party 5000012.***
Hello Siva,
Please review it and let me know.
Requirements (The following has to be mapped on the Customer Master)
Single Order in a Single Package (doesn’t want to receive multiple shipments)
1) Customer wants to buy a Pump (Direct Sale)
2) Domestic Customer
3) Name of the Customer: Ehsaan Shah – Chetan Unni
4) US Sales Organization: 1000
5) Customer Address: 1000 Denise Dr, Edison, NJ
6) Combine Multiple Orders together option is selected (Order Confirmation Indicator is checked)
7) Customer will pick up the Shipments directly from the Warehouse (to avoid Freight)
9) Bill One Invoice Per Month (Customer will send multiple Orders every week)
10) Inco-terms
11) Payment Terms – Net Due 60 Days
12) Discounts from the Company – 3% Cash Discount if paid with in 14 days / 1% Cash Discount if paid with in 30 days
13) Sales Employee – Dominik Adam
Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
Customer No: 753 (Initial Creation Screen – External Number assignment)
Distribution Channel: 10
Division: 00
General Data Tab:
Customer Name: Ehsaan Shah – Chetan Unni
Search Term: ESHAH (General data Tab)
Sales Data Tab:
Customer Group: 01 (Industrial Customer/Commercial)
Transportation Zone: 00000003 – Central
Shipping Data Tab:
Shipping Conditions: 09 (Customer will pick up the shipment from the Plant to avoid Freight)
Billing Data Tab/Payment Transactions:
Inco Terms: EXW (From Plant)
Payment Terms: 004
(Within 14 days 3 % cash discount
Within 30 days 1 % cash discount
Within 60 days Due net)
Account Assignment Group: 01 – Domestic revenues
Tax Classification: 0 for all Countries (Germany, US)
Partner Functions Tab:
Partner Functions:
SP Sold-to party
BP Bill-to party
PY Payer
SH Ship-to party
Scenario 2 : The Sales Executive has successfully created the Customer. Now the Finance Department ( Amy ) needs to be intimated that a customer has been created and needs to be extended with the Financial Data as well. Julie sends an email to Amy specifying the customer number created. Amy looks at the Customer Number and sees which Sales Area the customer has been created in and chooses the right company code and extends the customer to the company code. Amy uses the Company Code’s A/R account as a Reconciliation Account. However, after consulting the Finance Controller decides not to offer the payment terms as created by Julie. Instead, the company chooses to offer the customer a payment terms as net due in 50 days with a 2% cash discount if paid in 10 days and 1% if paid in 30 days.
Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account
Account Management Tab:
Customer: 753
Reconciliation Account: 140000
Company Code: 1000
Payment Terms Tab:
Payment Terms: 0005
Scenario 3 : An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.
Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
The Payment Terms are always defaulted from the Sales View.
Payment Terms: 004 was brought into the Sales Order
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
Yes (EXW) Philadelphia
Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
Yes, we can change the Inco Terms in Sales Order
Question 6 : Specify the SAP Customer Group that the Order contains ?
01 (Industrial customer)
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
The Accounting Group is “01” – Domestic revenues
Also, if the Customer is created for US Company Code, the Customer is a Domestic Customer.
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
SAP sales order Header
Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
Customer Master (Sales View) –> Partner Functions Tab
Sales Order (Partners Tab)
Thanks
Chetan
Question 1 : Based on the Scenario 1 discussed above, please create a customer master ….
VD01 – create general and sales information
Account group = 001 sold to party 001
Customer number = 19102
Sales organization = 3000 (US)
Distrib channel = 01 (direct sales)
Division = 00 (cross-division) even though first order is for a pump (div = 01)
General address information
???? Search term ??? I put in Ehsaan Shah
Sales office = 3000 (PHI – US)
Sales group = 301
Customer group = 01 (Industrial customers)
Shipping condition = 09 (pick-up)
Delivery plant = 3000 New York
Order combination = yes
Partial delivery = A (allowed)
Max partials = 1 (1 shipment)
Invoice dates = AM (agreement monthly)
Inco terms = EXW (from plant)
Payment terms = 004
Account assignment group = 01 (Domestic)
Tax classification = 1 taxable
Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
Terms 0005
Reccon Acct = 144003 (Accounts recv company 3000)
Scenario 3 : An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.
Order 135008 created.
Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
Yes – 0005 (50 – 10/2% – 30/1% from scenario 2).
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
Yes – EXW pickup – Customer Will Call (Text I entered)
Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
Yes I changed from EXW to COD and a warning message appeared indicating that freight had been recalculated – The text did not change – Certain order valus can be modified depending on the stage of processing and this can affect downstream events – in this case potentially pricing.
Question 6 : Specify the SAP Customer Group that the Order contains ?
01 – Industrial customers as coded
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
The Account Assignment group indicates “01” domestic revenue.
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
The master data mostly applies to the header.
Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
Yes – Partners tab – VE Sales employee
Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ? ( Here is how to find out all the sales areas that the SAP customer master is associated with )
Sales Org = 3000 – 01 Direct sales
Sales Org = 3000 – 10 Final customer sales (I mistakenly first created the customer using the 10 distribution channel. I copied the customer to create records for the 01 direct sales distribution channel).
Siva,
Can you please throw some light on the following “Partial Deliveries” fields (in terms of their relevance at a Sales Order Header level…vs…Sales Order Line level?
Complete delivery reqd by law – Is this at a Header level (applicable to the whole order)? What if this is checked, but not enough inventory is going to be available to ship the entire order…such as for example, the end of a Diwali shipping season when the company is down to the last few units, and doesn’t plan to make any more of a certain product? Can the order not be shipped at all?
Partial delivery per item, Max. partial deliveries, and the Tolerance fields – The way I understand it, these are specific to each Line Item on the order, i.e., these don’t apply to the order as a whole…..Is my understanding correct?
Partial Deliveries is NOT a field, rather an SAP norm. The way to over-ride it is by using “Complete Delivery” either at the Customer master level or at the Sales Order Level.
Partial Deliveries Scenarios could be any of the following .
1. Split Deliveries
2. Partial Quantities per line item being delivered
3. Partial Line Items ( among the entier list ) being delivered ( You can call this as split deliveries also )
Maximum partial deliveries is to ensure that the system doesnt break up a delivery into too many deliveries which can cause logistics issues for customers. It applies to the entire order.
Tolerances can apply at the header level only ( since they are a customer choice, hence at the customer master level )
Let’s discuss this in the class.
Siva, Nice Exercises. Thank you.
Q1. Created Account 500008 with Account Group 0001 and for Sales Area – 3000 / 10 / 00
Incoterms – EXW Philadelphia
Payment Terms 0004
Dist channel 10, Division 00
Customer group 01
Account assignment group 01
Shipping conditions 09
Tax Class – 0 for all countries
Partner functions – SP, BP, PY, SH – 500008, SE – 900061
Q2. Company 3000, Recon 144003, Payment terms 0005
Q3. Payment Terms 0004 from the Sales View
Q4. Incoterms matches master data
Q5. Incoterms can be changed on sales order. System merely proposes a default value.
Q6. Customer Group 01
Q7. How do you know from the order that this order’s revenue belongs to a domestic customer? Based on the Account Assignment Group on the “Accounting tab” on the order header. Also based on the Sales Area data on the “Sales” tab.
Q8. Bulk of the Customer default data ends up on the sales order header.
Question 9 : Dominik Adam is visible on the “Partners” tab on the order header.
Question 10 : Sales Areas for Customer 1000:
0001 Sales Org. Germany 01 Direct Sales 01 Pumps
0005 Germany Frankfurt 10 Final customer sales 00 Cross-division
1000 Germany Frankfurt 10 Final customer sales 00 Cross-division
1000 Germany Frankfurt 12 Sold for resale 00 Cross-division
2500 Netherlands/Rotterdm 10 Final customer sales 00 Cross-division
Siva,
I created customer 821 with 3000-01-00. The 00 division is the only one that
works. Others eg 3000-01-01 comes back with error saying 3000 01 01 is not defined for customers.
I went ahead with the working one and created cust 821.
Now when creating the order, error message saying Sales area 3000 01 00 doesn’t
exist.
I can feel it, I am close but no champagne!!
Can we look at it in the class?
-RK
Fabulous Exercises Siva.. Had to explore everything..
Lukesh
Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
Customer 400101
Co Code–3000
Recon. account 144003
Terms of payment 0005
Created with Co Code 9999 as well but was giving me trouble creating order..
Recon account was 200799
Terms of payment 0005
Scenario 3 : An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.
Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
Sales View –0004
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
YES–EXW
Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
YES, I can.. Customer master values are default values but can be overridden.
Question 6 : Specify the SAP Customer Group that the Order contains ?
Industrial Customers
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
Acct Assignment Group in Account tab
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
Sales order Header
Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
partner functions–Sales Employee
Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ?
0001 Sales Org. Germany 01 Direct Sales 01 Pumps
0005 Germany Frankfurt 10 Final customer sales 00 Cross-division
1000 Germany Frankfurt 10 Final customer sales 00 Cross-division
1000 Germany Frankfurt 12 Sold for resale 00 Cross-division
2500 Netherlands/Rotterdm 10 Final customer sales 00 Cross-division
Question 1.
Customer no–400101
Inco terms– EXW (Deliver from Plant)
Payment Terms–0004
Distribution Channel -01 (Direct Sales)
Division–00 (Cross Division)
Customer Group– 01 (Industrial Customers)
Acct assgmt group 01 Domestic revenues
Shipping Conditions–09 Pickup
tax classification – 1 Taxable for US
partner functions –SP, BP, PY, SH–Ehsaan Shaw, SE–Dominik Adam.
Didn’t find anything for Sales Employee (Julie) Was that to be recorded as well??
Lukesh
Yes Lukesh. You have to add the sales person. The reason behind asking that question is to illustrate the fact that more partners can be added to the txn on the fly.
We will know more about this in the SAP Partner Function Determination
Are Incoterms relevant here? ABC corp and Ehsan Shah are domestic
BtoB partners. Would leaving it blank be OK in this case?
Hi I am interested in doing sap crm could you please elaborate the thing
How can I delete a Customer master I created?
Siva,
Are we expected to do the Customer master exercise as given above?
I do not see 3000 sales organization, should I create it myself?
-Ravi
Sales Org 3000 does exist. Which question in specific are you talking abt ?
Dear SIva,
I have been trying to work on this exercise all night and am confused wether we
are even ready for this based on what we covered.
I got to the point of creating the customer EH Shah (812) and struggling to
setup shipping conditions and billing terms. Do we have to go to IMG and configure these for Eh Shah particularly?
Another problem I came across is -
after I created the customer with VD01, to extend it, I had to FD-02.
FD-01 on 812 customer resulted in “customer already exists” error.
Please help.
-RK
Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
Customer: 43210
Sales Area 3000 10 00
Customer group: 01 Industrial customers
Order Combination: yes
Shipping Conditions: 09 Pick up
Partial delivery per item: C Partial delivery allowed
Invoicing dates: AM Agreement: Monthly
Incoterms: EXW From Plant
Terms of payment: 0004 14 days 3%, 30/1%, 60 w/o
Acct assgmt group: 01 Domestic revenues
Tax Classification: 1
Partner Functions:
SP Sold-to party 43210 Ehsan Shah
BP Bill-to party 43210 Ehsan Shah
PY Payer 43210 Ehsan Shah
SH Ship-to party 43210 Ehsan Shah
SE Sales employee 900061 Dominik Adam
Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
Customer: 43210 Ehsan Shah
Company Code: 3000 IDES US INC
Recon. account: 144003 (Accounts Receivable – Company 3000)
Terms of payment: 0005
Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
Payment terms 0004 14 days 3%, 30/1
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
YES: Incoterms: EXW From Plant
Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
YES: We can change Inco Terms – that might be relavant to this specific order
Question 6 : Specify the SAP Customer Group that the Order contains ?
Customer group: 01 Industrial customers
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
Acct assgmt group: 01 Domestic revenues
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
Sales Order Header
Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
YES: VE Sales Employee
Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ? ( Here is how to find out all the sales areas that the SAP customer master is associated with )
0001 Sales Org. Germany 01 Direct Sales 01 Pumps
0005 Germany Frankfurt 10 Final customer sales 00 Cross-division
1000 Germany Frankfurt 10 Final customer sales 00 Cross-division
1000 Germany Frankfurt 12 Sold for resale 00 Cross-division
2500 Netherlands/Rotterdm 10 Final customer sales 00 Cross-division
Customer master Exercise
Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
Answer: customer Number: 12525
Sales area: 3000/10/00
Incoterm: EXW Philadelphia
Payment term: 0004 (14 days 3%, 30/1%, 60 w/o)
Distr/division: 10/00 (Final customer sales/Cross division)
Cust’s grp: 01 (Industrial customers)
Acc assignment grp: 01 (Domestic revenues)
Shipping Conditions: 02 (Normal)
tax classification: 1 (Liable for Tax)
Partner functions: sold to/bill to/payer/ship to/Employee responsible
Question 2 : Based on the scenario 2, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
Answer: customer Number: 12525
Company code: 3000
Payment term: 0005 (10 days 2%, 30/1%, 50 w/o)
Recon. Account: 144003
Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
Answer: Order 13348 – Payment term was copied from sales view (0004), however, i created initially with XD01, then went to FD02 to insert new payment term (0005)
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
Answer: Yes (EXW Philadelphia)
Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
Answer: Yes,. It means you can override incoterm in Sales order that defaulted from customer master data
Question 6 : Specify the SAP Customer Group that the Order contains ?
Answer: 01 (Industrial customer)
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
Answer: on order header ->accounting tab, field account assignment group from master data — It is domestic revenue because company code is USA, and customer is also in USA.
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
Answer: SAP sales order Header (VBAK)
Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
Answer: Yes, on Order Header ->Partner tab (partner: 900061) ZM employee responsible
Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ? Answer: 0001/01/01
0005/10/00
1000/10/00
1000/12/00
2500/10/00
Question #2:
company code: 3000
Payment terms: 0005
Recon. Acct: 144003
Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
A.Customer # 9764
SAles Area:3000/10/00
Inco Terms: EXW
Payment Terms: 0004
Cust Grp: 01
A/C Assg Grp:01
Shipping Conditions: 02
Tax Clasification: 1
Partner Functions: SP,SH,BP & PY
Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
A.Recon A/c:14000
Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
A. From the Sales View
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
A. Yes
Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
A.Yes Incoterms can be changed. It means that freight can be redtermined while creating the order.
Question 6 : Specify the SAP Customer Group that the Order contains ?
A.Cust Grp:01
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
A.From the Recon Account.
Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ?
A. There are 5 sales areas that the cust 1000 belong to.
Hi Siva,
please check.
excercise 1
1) Customer 23340 created with reference of sold to party acc. group 0001
Sales Area: 3000/10/00
Sales View:
sales office: 3000(Philadelphia)
Sales Group: 301
Customer group: 10 (Private)
Shipping TAB:
Delivery Priority: normal
Shipping Condition: pick up
Delivery Plant: 3000(New York)
Order Combination: checked
Complete delivery: checked
partial delivery per item : C
Billing Doc TAB:
Incoterms: CPT
terms of payment: 0004
liable for tax: 1 (US)
Partner tab:
SP, SH, Payer, BP = 23340
SE= Dominik Adam
2) GENERAL view:
name , address, country and customer name and contact name as per the question.
Answer2:
Getting warning message: “Sales area data has not been maintained”
REcon account : 140000
Payment Term: 0005
Answer: 3
order 14742 created with qty 10. payement terms came from sales view.
answer 4: yes inco term matches from the customer master.
Answer 5:Yes. you can over ride inco term at both header and item level.
Answer 6: goto item level sales b view: 10 – private customer and headerr level at sales tab
answer 7: go to the header of sales order. under accounting tab: account assignment group: 01 Domistic revenue
Answer 8: bulk of the data from customer master goes to sales order header.
Answer 9: yes. sales order header/item : Partner Function Tab.
answer 10: checked it by going into xd02 and selecting customer sale area.
hi Siva< check this out please
excercise 1
1) Customer 7776 created with reference of sold to party acc. group 0001
Sales Area: 3000/10/00
SALes View:
sales office: 3000(Philadelphia)
Sales Group: 301
Customer group: 10 (Private)
Shipping TAB:
Delivery Priority: normal
Shipping Condition: pick up
Delivery Plant: 3100(chicago)
Order Combination: checked
Complete delivery: checked
partial delivery per item : C
Billing Doc TAB:
Incoterms: CPT
terms of payment:0004
liable for tax: 1
Partner tab:
SP, SH, PAyer,BP = 7776
SE= Dominik Adam
2) GENERAL view:
name , address, country and customer name and contactname as per the question.
Answer2:
REcon account : 140000
Payment Term: 0005
Answer: 3
order 14624 created with qty 10. payement terms came from sales view.
answer 4: yes inco term matches from the customer master.
Answer 5:Yes. you can over ride inco term at both header and item level.
Answer 6: goto item level sales b view: 10 – private customer and headerr level at sales tab
answer 7: go to the header of sales order. under accounting tab: account assignment group: 01 Domistic revenue
Answer 8: bulk of the data from customer master goes to sales order header.
Answer 9: yes. sales order header/item : Partner Function Tab.
answer 10: checked it by going into xd02 and selecting customer sale area.
Ans1: Customer Created 86865
Ans2: Customer Master is Extended 86865
Ans3: Sales View
Ans4: Yes they do match
Ans5: Yes we can Freight will be re-determined
Ans6: Trading Customer
Ans7: Customer Account Group in Accounting View
Ans8: Sale order header, From material master data goes to sales order line item level
Ans9: Yes In Partner Function View of Customer Master
Ans10: 5 Sales Areas
Scenario 1.
Created and account group: ZARM – Sold-to party
Answer 1.
Customer: 27000
Sales Area: 3000/10/10
Customer Group: 10-Private Customer
Currency: USD
Price Group: 03-New Customer
Cust.pric.proc: 1-Standard
Delivery Priority: 2-Normal
Shipping Cond: 09-Normal
Delivey Plant: 0006-New York (Because it’s the closest one)
Partial Delivery per item: C-Only complete delivery allowed.
Order Confirmation: Checked
Invoices dates: AM-Agreement Montly
Invoicing ListDAtes: AM
Inconterms: CPT-Customer Pick-up
Term of Payment: 0004
Questions:
1-Why in Taxes tab different countries taxation shows up?
2-Partner Functions: I can not reference this customer itself. Could you explain partner functions a little deeper in next class?
I got the error message: Customer 2700 is not definided for function PY (table TPAKD)
Scenario 2.
Question: What is a company Code?
Answer 2.
Customer: 27000 extended using T-Code: FD01 and populate with the following
Company Code: 1000
Recon. Account: 140000 (Trade Receivable Domestic)
Term of Payments: 0005 (Pay due in 30 days with 2% discount if paid in 10 days and 2% if done in 30 days)
Scenario 3.
Regular Order (OR) Created: 5000000
Sold-to party: 15151
Ship-to party: 15151
Q-At the time of creating an order using the Sold-to party: 27000 which is the customer number I created I got
the following error message:
“Customer for function SP may not have account group ZARM”
Answer 3.
Payment Terms comes from Sales View.
Answer 4.
NO, they do not match.
Incoterm in Sales Level is: CPT (Freigh Free)
Incoterm in Order creation: EXW (From Plant)
Answer 5.
Yes, Incoterm is available to be changed. with a message “Freight is redetermined”
it means the Fright could be recalculated depending of Incoterm selected.
Answer 6.
No, it’s not showing this.. It’ showing: 01-”Industrial Customers”
Q-Why not, it should be. I guess because of the issue at the time of Account Group Creation
Answer 7.
In the Order Header, under Accounting Tab:
AccAssgGr: 01-Domestic Revenues
Answer 8.
Sales Order Header
Answer 9.
I could not find it.
ANswer 10.
0001/01/01
0005/01/00
0005/10/00
0005/12/00
0005/14/00
0005/16/00
0006/01/00
0006/10/00
0006/12/00
0006/14/00
0007/01/00
Hi Siva,
I created the following…can u plz check…Thx
CUSTOMER 78601
ORDER 14550
Ans1: 34342 created with Sales org 3000,10,00 , customer group 10 for private customer, shipping conditions 09 for pickup, inco terms EXW for from plant, terms of paymet 0004 for 3% for 14, 1% for 30 and net 60. 1 as tax classification, order combination and complete deliver required fields checked, partial deliv per item set to ‘C’ for only complete deliv allowed.
Ans2: 34342 extended for company code 3000 using FD01. Recon acct 144003 selected for a/c receivable for company 3000. Terms of payment set 0005 for 2% for 10, 1% for 30 and net 50.
Ans3: Order 14544 created for customer 34342 of sales area 3000,10,00. Order has the customer master payment terms.
Ans4: Inco term of the order matches to that of the customer master. EXW.1
Ans5: Yes, you can change the inco terms. Message “Freight will be re-determined” is shown. This shows freight is calculated based on inco terms.
Ans6: Order contains the customer master customer group “10 Private customer”
Ans7: Account assignment group of the accounting tab of the order header.
Ans8: Order header
Ans9:Couldn’t find it.
Ans10: 0001 01 02, 0005 10 00, 1000 10 00, 1000 12 00, 2500 10 00
Scenario 1 : A Sales executive ( Julie ) at Company ABC Inc wants to create a new domestic, commercial customer based in SAP on a new order she got from him for a Pump. The name of the Customer is “Ehsaan Shah” and he needs to be created within the US Sales Organization ( 3000 ) . We are performing a direct sale to him. Ehsaan resides at 1000 Denise Dr, Edison, NJ. The customer requested that if possible we can combine multiple orders together to save him money on shipments. The customer also said that he will pick-up any shipments from our warehouse to avoid paying for freight. The customer prefers that we ship all the goods related to a single order in a single package if possible because, he does not want to receive multiple shipments for a single order and confuse himself. Since the customer is going to do potentially do multiple orders in a single week, he has requested that we bill him as one invoice for the entire month as opposed to individual invoices. Since the customer is going to pick-up right from the plant, choose the right inco-terms. The customer chooses to pay like this – Pay the net due within 60 days. However, if he wishes to pay early, the company ABC Inc wishes to give him the following discounts – 3% Cash discount if paid within 14 days and 1% cash discount if paid within 30 days. The company’s internal sales employee Dominik Adam got us this customer and all commissions related to the sales for this customer goes to Domnik.
Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
Customer No: 0000006263
Customer 0000054637 has been created for company code 1000 and sales are 3000(sales Organization USA Philadelphia)-10 (Distribution Channel – final customer sales)-00 (division cross division) dated 16.09.11
Incoterms: CPT (Customer Pick-up from w.house)
Shipping Condition: 09 (Pickup)
Complete Delivery: Checked
Partial Delivery Per item : C
Order Combination: Checked
Payment Terms: 0004
Invoicing Date: AM (Arranged Monthly)
Distribution Channel: 10
Division: 00
Customer Group: 10 Private Custoner
Account Assignment Group: 01
Ship To Party + Sold to Party + Bill to Party + Payer = Ehsaan Shah
SE: Dominik Adam
Partial Delivery per item = C
Max Partial Deliveries = 0
Delivery Plant : 6000 New York
Since ABC is not delivering, what will be delivery Priority? Is low Okay? Or there should be something where we can bar from any shipment activity?
Scenario 2 : The Sales Executive has successfully created the Customer. Now the Finance Department ( Amy ) needs to be intimated that a customer has been created and needs to be extended with the Financial Data as well. Julie sends an email to Amy specifying the customer number created. Amy looks at the Customer Number and sees which Sales Area the customer has been created in and chooses the right company code and extends the customer to the company code. Amy uses the Company Code’s A/R account as a Reconciliation Account. However, after consulting the Finance Controller decides not to offer the payment terms as created by Julie. Instead, the company chooses to offer the customer a payment terms as net due in 50 days with a 2% cash discount if paid in 10 days and 1% if paid in 30 days.
Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
Done: Company code 1000, Payment Term 0005, Recon account created.
Scenario 3 : An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.
Ans: Order created : 14542 (OR)
Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
Ans: Uses sales order view, not company code view.
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
Ans: Yes matches at both header and item level for the item in reference.
Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
Ans: Change allowed at both header and item level (occasionally with info message).
Question 6 : Specify the SAP Customer Group that the Order contains ?
Ans: Sales order header tab sales Customer Group : 10 Private Customer.
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
Ans: From The Customer Assignment Group “01 Domestic Revenues” under the Accounting Tab in Sales order header data.
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
ANS: Sales Order Header
Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
ANS: Yes. Partner Functions at both customer master sales view and sales order header tab partner.
Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ?
Checked
Customer 0000054637 has been created for company code 1000 and sales are 3000(sales Organization USA Philadelphia)-10 (Distribution Channel – final customer sales)-00 (division cross division) dated 16.09.11
Incoterms: CPT (Customer Pick-up from w.house)
Shipping Condition: 09 (Pickup)
Complete Delivery: Checked
Partial Delivery Per item : C
Order Combination: Checked
Payment Terms: 0004
Invoicing Date: AM (Arranged Monthly)
Distribution Channel: 10
Division: 00
Customer Group: 10 Private Custoner
Account Assignment Group: 01
Ship To Party + Sold to Party + Bill to Party + Payer = Ehsaan Shah
SE: Dominik Adam
Partial Delivery per item = C
Max Partial Deliveries = 0
Delivery Plant : 6000 New York
sir
I am getting an error while creating delivery : order is incomplete maintain the order for
customer:7007 and material 1733.I have created another customer & material for that i
am getting order is complete maintain the order.
Hi
14522 – Sample order created for that customer/ material combination. Check out the full cycle – It has been delivered billed and posted to accounts. There were a couple of elements missing
1. The customer 7007 was created for country India and corresponding Pricing procedure has been assigned wrongly.
2. PR00 pricing was not maintained for customer 7007 and hence prices were not coming up
3. Stock was not available to do PGI.
Fixes done
1. Customer country changed to Germany so that the pricing procedure RVAA01 kicks in with the right MWST tax condition type.
2. Created entries for PR00 using VK11
3. Use MB1C to create stock entries.
Please let me know if you have any questions on the same and let’s discuss in the class if required.
customer is 7007
material is 1733
sir,
I am still having problems with delivery. I am getting order is incomplete.i have tried all the three possbilites which u have mentioned before but still having the same error. i am stuck here from long time. can you please let me know where exactly i am doing wrong?
Hi Siva,
After going through your master data recorded video, i find out that in creating master data using FD01 transaction code, you used 1000 as company code.
Please how did you come about 1000 since the only place i noticed you using that figure is S/Org.?
This is the core of my problem as i tried to create master data using same transaction code.
Hi
I don’t understand the question. What did you mean by “How did you come about 1000″ ..? Can you please give more details or step by step instructions to replicate the problem ?
In the company code field, you filled in 1000. How did you come about it? Did you assume an arbitrary figure?
No. I know it from enterprise structure that company code 1000 is assigned to sales org 1000. Remember the Enterprise Structure class ?
Hi Siva,
I have made a little headway with scenario 1.
Question Answers:
#1. Customer no. – 0000007800
#2. Incoterms – FCA
#3. Payment terms – 0004
#4. Dist. Channel – 10
#5. Div. – 00
#6. Customer group – 01
#7. Acct Assigmt group – 0001
#8. Shipping condition – 09
#9. Tax classification – 1
#10. Partner functions – Ehsaan (Sold-to, Ship-to, Bill-to and Payer)
Questions:
1. I tried answering the scenario 2 question using transaction code FD01 but when i click enter, an error message saying the customer has not been created appears. Please tell me what the problem is?
2. Whats the difference between Acct group and Acct assignment group?
3. Why could i find the company code header using VD01 transaction code? In other words, is it only the FD01 transaction code that creates the company code?
Hi Siva,
In an attempt to create the Sales & Gen. data view using transaction code VD01 after filling the fields
Acct. group – Z001
customer – Ehsaan Sha
Sales area:
S/org. – 3000
DC – 10
Div. – 00
Click enter error msg appears: Enter no. b/w 0000000001-0000099999
or if i go ahead to fill the reference heading with s/org. dc and div. figures the following error msg appears: specify a reference account number.
What are my doing wrong?
Siva,
Cant create Customer Master by transaction code VD01 …3000-10-00 … account Group 0001 or Z001 — error
error message says …has to be between 000000001-00000099999. Please Check/advise.
Please choose as the system asks you to. A number between 1 and 99999. The reason why this is happening is because, the number range for Customer Account Group 0001 is External
Exercises
Scenario 1 : A Sales executive ( Julie ) at Company ABC Inc wants to create a new domestic, commercial customer based in SAP on a new order she got from him for a Pump. The name of the Customer is “Ehsaan Shah” and he needs to be created within the US Sales Organization ( 3000 ) . We are performing a direct sale to him. Ehsaan resides at 1000 Denise Dr, Edison, NJ. The customer requested that if possible we can combine multiple orders together to save him money on shipments. The customer also said that he will pick-up any shipments from our warehouse to avoid paying for freight. The customer prefers that we ship all the goods related to a single order in a single package if possible because, he does not want to receive multiple shipments for a single order and confuse himself. Since the customer is going to do potentially do multiple orders in a single week, he has requested that we bill him as one invoice for the entire month as opposed to individual invoices. Since the customer is going to pick-up right from the plant, choose the right inco-terms. The customer chooses to pay like this – Pay the net due within 60 days. However, if he wishes to pay early, the company ABC Inc wishes to give him the following discounts – 3% Cash discount if paid within 14 days and 1% cash discount if paid within 30 days. The company’s internal sales employee Dominik Adam got us this customer and all commissions related to the sales for this customer goes to Domnik.
Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
ANS 1: Customer # 20202
Inco Terms = EXW (From The Plant)
Payment Terms = 0004(3% 14 days 15 30 days Net Due 60 days)
Distribution Channel = 10 (Final Sales)
Division = 00
Account assignment Group = 01(Domestic Revenue)
Shipping Conditions = 09 (Pick Up)
Customer Group = 01(Industrial)
Tax Classification = 1 (Liable for Tax)
Partner Functions: Sold to,Ship To,Bill To,Payer, Sales Employee.
Scenario 2 : The Sales Executive has successfully created the Customer. Now the Finance Department ( Amy ) needs to be intimated that a customer has been created and needs to be extended with the Financial Data as well. Julie sends an email to Amy specifying the customer number created. Amy looks at the Customer Number and sees which Sales Area the customer has been created in and chooses the right company code and extends the customer to the company code. Amy uses the Company Code’s A/R account as a Reconciliation Account. However, after consulting the Finance Controller decides not to offer the payment terms as created by Julie. Instead, the company chooses to offer the customer a payment terms as net due in 50 days with a 2% cash discount if paid in 10 days and 1% if paid in 30 days.
Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
ANS 2: Customer # 20202
Payement Terms = 0005
Recon Account # 140,000
Scenario 3 : An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.
Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
ANS 3: Sales View
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
ANS 4: Yes
Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
ANS 5: Yes. This tells us that the Inco Terms can be changed at sales order
Question 6 : Specify the SAP Customer Group that the Order contains ?
ANS 6: 01 Industrial Customers
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
ANS 7: From The Customer Assignment Group “01 Domestic Revenues” under the Accounting Tab.
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
ANS 8: Sales Order Header
Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
ANS 9: Yes. Partner Functions
Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ?
ANS 10: 5
Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
customer created 77007.
Sales Organization: 1000
Distribution Channel :10
Division: 00
Inco terms:FCA–Free freight (Since customer himself picks up from the plant to avoid freight)
Payment Terms:0004
Customer Group:10-(Private Customer)
Account Assignment Group:01 -Domestic customer
Shipping Conditions:09 (Pick Up)
tax classification :1 (Taxable)
partner functions-
SP-sold to party
BP-bill to party
PY-payer
SH-ship to party
Question 2:
Company Code: 1000
Recon account: 140000 (Trade Receivable for Domestic Customers)
Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
Answer: Sales View
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
Answer: Yes
Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
Answer: Yes
It shows a warning message: Freight is redetermined
Question 6 : Specify the SAP Customer Group that the Order contains ?
Answer: Private Customer (In Sales Tab)
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
Answer: In Header Data–>Accounting Group–>AcctAssgGr–domestic revenue
(Since I defined 140000 in Recon Account)
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
Answer: Sales order header
Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
Answer: Couldnt do it….
Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ?
Answer: Sales Area: S.Org:1000–dist chnl : 10—div:00.
Hi Siva,
Tried to add sales employee(SE) in partner function,but showing some error..could you pls help me out in this regard..
Please give the Customer #.
its 77777…
which account group shud i take while creating a customer master…
Choose Customer Account Group 0001 for now. There is a post in the Customer master section on the importance of Customer Account Group and how to create your own based on custom requirements.
The account group that you have selected in Z001 which has a custom partner determination procedure. That partner det. Procedure does not have SE as the partner function and hence you were not able to create it. As discussed below, please choose the Customer Account Group 0001 for now.
Hi Siva,
I selected 0001-sold to party,,but still couldnt add the sales employee,i dont know where im going wrong..but i could do the rest mentioned above in the exercise…wud appreciate if you could show me how to add partner function in customer master in tomorrow’s class..if you have enough time..
thanks..
Sure. Let’s do this in monday’s class.
1. Customer 67456 created with
Sales Data: Inco terms CFR, terms of pay 0004, Distr channel 001, division 00
2. Customer 67456 changed with
Company code data: Inco terms Recon Account 14000, pay terms 005
3. Order uses payment terms from Company code view
4.yes
8. Customer master info goes to the order header
1 – Customer 0000005454 was created for sales area 3000/10/00
2 – Company code 3000, payment terms 0005, Rec/Ac 145000
3 – Standard order 13690 has been created
4 – From the sales view
5 – Yes
6 – Private Customer
7 – Accouning tab in sales order
8 – Sales order Header
9 – Parter tab in sales order
10 – 0001/01/01, 0005/10/100, 1000/10/00, 1000/12/00, 2500/10/00
Question 1 :
customer created 36000.
Inco terms:FCA
Payment Terms:0004
Distribution Channel :10
Division: 00
Customer Group:10
Account Assignment Group:01 DOMESTIC REVENUE
Shipping Conditions:09
tax classification :1
the different partner functions-
SP-EHSAAN
BP-EHSAAN
PY-EHSAAN
SE-Dominik Adam
SH-EHSAAN
Question 2 :
extended for the customer 36000 /3000
Company code-3000
payment terms -0005
and Recon. Accou-144003
Question 3 :
13695/OR created , payment terms has been used fromthe Sales View
Question 4 :
yes, it matches with the SAP Customer Master
Question 5 :
yes, displayed message-”Freight is redetermined’.
Question 6 :
order was created for the customer with customner group=10 Private customer
Question 7 :
accounts assignment group was set up as 01-Domestic revenues
Question 8 :
order header
Question 9 :yes
Under partner Tab (header data)
Is partner functions tab mandatory when you create a new customer?
It does not allow me to save the new customer without completing the partner functions tab.
Yes Muthu – Partner Functions tab is mandatory to fill in the Customer Master. However, you have flexibility to decide which of the partner functions are mandatory, which are optional etc in SAP Partner Determination. We will cover it during the last week of the course.
I created Customer 000003BD in Customer Master, i wanted to check the Customer Account Group but could not, please let me know how to find the Customer AccountGroup after you have created customer.
Bhanu
In the Customer master top menu, go to “Extras -> Administrative Data” . You will get the Customer Account Group.
Hi Siva Sir,
I have created a customer 11221……….But I could not define commission for mr Adam
Plz if u can check this and let me know my mistakes?
Zahid Abbas.
Zahid
Commissions are not defined directly in the customer master. The question asks to create a Sales Employee to be created as a partner function in the customer master. The word commission was given here so that you can understand the final purpose behind the customer master. Remember the stakeholder discussion in the class ?
Now in order to answer the question, open the customer master in change mode and go to sales area view and click on Partner functions tab and enter the new partner function “SE” and enter the name of the sales employee by picking any name – say Dominik Adam
Siva Sir, Here is the problem i am facing…….I have created anaccount……and I am at the Schedule Line level…..now if the customer wants to change the delivery date or wants to change the quantity……how do
we do that?
sir siva i am trying to change required delivery date. what i think when we change required delivery date system must automatically reschedule delivery. but it now allowing to do so. can change schedule line.
plz advise me how to change required delivery date . its effect on schedule line
hi sir siva . i have created a customer master now i want to create sales order using that customer master details. i m trying many things but could not went through can u guide me plz
As discussed in today’s class, please check the SAP Customer Account Group and try again. For now choose 0001 or Z001 until you understand the concept of Customer Account Group better.
Question 1 :
54325 customer created.
Inco terms-FCA
Payment Terms-0004
Distribution Channel -10
Division, -00
Customer Group-10
Account Assignment Group-01 DOMESTIC REVENUE
Shipping Conditions-09
tax classification -1
the different partner functions-
SP-EHSAAN
BP-EHSAAN
PY-EHSAAN
SE-Dominik Adam
SH-EHSAAN
Question 2 :
extended for the customer 54325/3000
Company code-3000
payment terms -0005
and Recon. Accou-144003
Question 3 :
14387/OR created , used the payment terms from the Sales View
Question 4 :
yes, it matches with the SAP Customer Master
Question 5 :
yes, I can change, got message-”Freight is redetermined’.
Question 6 :
order was created for the customer with customner group=10 Private customer
Question 7 :
accounts assignment group was set up as 01-Domestic revenues
Question 8 :
order header
Question 9 :
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
Answer 8: Sales Order Header
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
Answer 7: Based on Account Assignment Group
Question 6 : Specify the SAP Customer Group that the Order contains ?
Answer 6: Private Customer
Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
Answer 5: Error Message 1 enter the 2 part of into term then enter you will get another message Freight Redetermind press enter and the Sales Order can be saved.
So the Answer is YES
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
Answer 4 : YES
Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
Answer 3: Company Code
Answers to Question 2
Company Code: 3000
Recon Accounts: 144003
Payment Terms: 0005
Question 1 Answers
Incoterms: CPT Freight Free
Payment terms: NT 60
Distribution Channel: 10
Division: 00
Customer Group: 10 Private Customer
Account Assignment Group: 01 Domestic Revenue
Shipping Conditions 09 Pick UP
Tax Classification: 01 Liable for Tax
Partner Function: SP Sold to Party, BP Bill to Party, PY Payer, SH Ship to Party
Answer to Question 1
Incoterms: CPT Freight Free
Payment terms: NT 60
Distribution Channel: 10
Division: 00
Customer Group: 10 Private Customer
Account Assignment Group: 01 Domestic Revenue
Shipping Conditions 09 Pick UP
Tax Classification: 01 Liable for Tax
Partner Function: SP Sold to Party, BP Bill to Party, PY Payer, SH Ship to Party
Scenario 1:
Ans: Created Customer 98765 by using Z001 C.C and S.A – Z001/ZD/Z2
Scenario 2:
Ans: Extended customer using XD01 and gave the Reconsilation account then changed the payment terms in C.C data
Scenario 3:
Ans: Order used C.C payment terms
Ans 4: Yes. Sales order displays the same inco terms.
Ans 5: Yes. We can change the inco terms in the sales order but this is applicable only for this particular order not for the customer.
Ans 6: Configured customer group as Industrial Customer (01)
Ans 7: Based on Tax Classification
Ans 8: Header Level.
Ans 9:
Ans 10: We can click on Customer Sales Area button After you enter the Customer number in the change view.
Created customer number 26753
I wanted to change the payment terms using FD02. Didn’t see that option – had to do it using XD02
Siva – I am creating a Customer Master with the following data:
Account Group: Sold to Party – 0001/ Bill to Party (trying both)
Sales Organization: 3000
Distribution Channel: 01 (Direct Sales)
Division: 01 (Pumps)
I am getting an error message: Sales area 3000 01 01 is not defined for the customer
When I change the division to: 00 (cross division)
I am gettting an error message: Refernce account number incorrect. Check your entry
Created customer number 26753
Sales Organization: 3000
Distribution Channel: 10
Division: 00
I wanted to change the payment terms using FD02. Didn’t see that option – had to do it using XD02
Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
Company code – HOW TO FIND THIS?
payment terms – 0005
Recon. Account – HOW TO FIND THIS?
Scenario 3 : An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.
Order No: 500001
Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
Sales View
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
yes
Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
Yes. Terms can be changed for individual orders, The order terms will get preference over the Customer Master terms
Question 6 : Specify the SAP Customer Group that the Order contains ?
??????
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
By looking at the currnecy
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
SAP Sales Order Header
Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
Partners
Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ?
Germany Frankfurt
You will understand this during Customization. Not all Sales Organization + Distribution Channels + Divisions can be used . There are specific combinations called Sales Areas ( Sales Organization + distribution channel + Divisions ) – Only those can be used. I will discuss this during the SAP Enterprise Structure Class. Until then, please use 3000 + 10 + 00 Sales Area if you wanted to use US Sales Orgs . If you want to use Europe Sales Org , please use 1000 + 10 + 00 Sales Area.
Hi Siva i was able to create Customer 14001 with sales area 3000 01 00 but was not able to create sales order for the customer. i must be because sales organisation 3000 would not be assigned to company code 3000. Please let me know if i am wrong.
Also while creating sales order 13465 is said that data is incomplete do you still want to save it. Please let me know which entries did i miss over there.
I dont have any idea how to set up for employee commissions.
Ans 1
Created Customer 14002 with sales area 1000 10 00
Inco terms : EXW
Payment Terms : 0004
Distribution Channel : 10
Division :00
Customer Group :10
Account Assignment Group : 01
Shipping Conditions : 09
tax classification : 1
Ans : 2
Company code : 0005
payment terms : 0005
Recon. Account : 140000
Ans : 3
Created new sales order 13465
Payment terms from Sales view are copied while creating an order.
Ans : 4
Yes Inco terms match
Ans : 5
Yes we can change inco terms in sales order. We can change inco terms as per the agreement from sles order itself.
Ans : 6
Tab was blank and I selected the right option (Customer group : 10 )
Ans 7: In sales order goto accounting tab and we can find out that first tab over there states Domestic Revenues.
Ans 8:
Bulk of the data from Customer master goes to Order Header.
Ans 9: No idea.
1.Created under 1000, 10, 00 ; customer number is 29; but account assignment group didn’t come in all the 3 trans codes. (No company code has been specified, while creating the customer master)
2.Modified the “terms of payment” (but, I wasn’t able to create the reconciliation account, it is not appearing in FD01.)
3.Created the sales order 16411. Yes, sales order used the payment terms from sales view. In fact both are same..
4.Yes
5.Yes, Inco terms can be freely changeable at sales order level, even though they are defined at Customer master level
6.Domestic customers
7.Go to Accounting tab in sales order-account assignment group (can be found here)
8.At header level
9.No, it is not visible. Go to item details-partners tab (I am seeing SP, SH, BP and payer only)
10.Go XD02-enter the customer number- click on customer sales area, which is on the same home screen
Ans 1. (continued after first post)
Different Partner Functions:Sold-to party (SP), Bill-to party (BP), Payer (PY), Ship-to party (SH)
Ans 2.
I am not able to create recon account and also view partner functions.
Ans 3.
Yes we can.
Sales View > Billing Documents Tab > Terms of Payment
Ans 4.
I wasn’t able to create recon account.
Ans 5.
Yes, incoterms defines the terms of sale – international commercial term.
Ans 6.
SAP customer group is industrial customer.
Ans 7.
We can check using sales area data.
Ans 8.
Sales order header view
Ans 9.
we can view Mr. Adams details in partner functions.
Ans 1.
Sales area 3000 10 00
Inco terms: EXW
Payment terms: 0004
Order: 16281
Delivery: 80016047
Answers:
Scenario 1 : A Sales executive ( Julie ) at Company ABC Inc wants to create a new domestic, commercial customer based in SAP on a new order she got from him for a Pump. The name of the Customer is “Eshaan Shah” and he needs to be created within the US Sales Organization ( 3000 ) . We are performing a direct sale to him. Ehsaan resides at 1000 Denise Dr, Edison, NJ. The customer requested that if possible we can combine multiple orders together to save him money on shipments. The customer also said that he will pick-up any shipments from our warehouse to avoid paying for freight. The customer prefers that we ship all the goods related to a single order in a single package if possible because, he does not want to receive multiple shipments for a single order and confuse himself. Since the customer is going to do potentially do multiple orders in a single week, he has requested that we bill him as one invoice for the entire month as opposed to individual invoices. Since the customer is going to pick-up right from the plant, choose the right inco-terms. The customer chooses to pay like this – Pay the net due within 60 days. However, if he wishes to pay early, the company ABC Inc wishes to give him the following discounts – 3% Cash discount if paid within 14 days and 1% cash discount if paid within 30 days. The company’s internal sales employee Dominik Adam got us this customer and all commissions related to the sales for this customer goes to Domnik.
Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
A:
Customer Master: Created customer 0000096005 for company code 3000 sales area 3000 10 00
Customer:96005
Inco Terms:FH (Free House)
Payment Terms:0004 (14 days 3%, 30/1%, 60 w/o)
Distribution Channel:10 (Final Customer Sales)
Division:00 (Cross Division)
Customer Group:01 (Industrial Customer)
Account Assignment Group:
Shipping Conditions: 01 (As soon as possible) …(Changed Shipping contitions from (09) to (01) as I was not able to create OR with that)
Tax Classification:01 (Liable for Tax)
Different Partner Functions:Sold-to party (SP), Bill-to party (BP), Payer (PY), Ship-to party (SH)
Scenario 2 : The Sales Executive has successfully created the Customer. Now the Finance Department ( Amy ) needs to be intimated that a customer has been created and needs to be extended with the Financial Data as well. Julie sends an email to Amy specifying the customer number created. Amy looks at the Customer Number and sees which Sales Area the customer has been created in and chooses the right company code and extends the customer to the company code. Amy uses the Company Code’s A/R account as a Reconciliation Account. However, after consulting the Finance Controller decides not to offer the payment terms as created by Julie. Instead, the company chooses to offer the customer a payment terms as net due in 50 days with a 2% cash discount if paid in 10 days and 1% if paid in 30 days.
Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
A.
Customer Number: 96005
Company Code:3000
Payment Terms: 0005 (10 days 2%, 30/1%, 50 w/o)
Recon Account: 144003 (Accounts receivable company 3000)
Scenario 3 : An order has come in from Eshaan Shah and Julie is creating the order for material M-01 for a quantity of 10.
Created OR 16121
Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
A. Sales View > Billing Documents Tab > Terms of Payment
Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
A. Yes
Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
A. Yes, it defines the terms of sale – international commercial term (Incoterm)
Question 6 : Specify the SAP Customer Group that the Order contains ?
A. Industrial Customer
Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
A.?
Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
A. Sales Order Header I guess.
Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
A. I can’t find it?
Sir,
I have got two doubts:
1. Please ell me how to define a Material say M-01 for a sales organization say 3000 and distribution channel 01.
2. “a customer has been created and needs to be extended with the Financial Data as well” what is meant by this? and how to do this?
1. We have seen this in the class today
2. We have seen this today as well in the class.
3. Regarding the questions in the email today
Sir,
In Customer master Data Exercises in am stuck with that Business area error so I am not able to complete the exercise due to one question:
http://blog.magnatraining.com/2011/02/08/sap-customer-master-data-sap-sd-training-exercise-for-jan-2011-batch/
Based on the Scenario 1 & 2 I have mentioned my answers below but got stuck in Scenario 3. Please see the attached screen shot:
I am not able to Create an Order as in Scenario 3:”,
—- please check out SAP Sales Order # 16120 that is created in Sales Area 3000/10/00. Please do not use 3000/01/01 , instead use 3000/10/00 which has proper enterprise structure assignments.
Trainer
SAP Training
A1. Customer master 0000467676 created. Inco terms – EXW, Payment Terms – 004, Distribution Channel- 3000 , Division – 00, Customer Group – 01, Shipping Conditions – 09,
Hi Siva,
Q7 – We were able to see the order’s revenue only from Customer Master ( Sales Area Data–>Billing documents–>Accounting)
Could you please advise how to find it in Sales order?
Alfred
The question was related to finding out the revenue bucket the customer belongs to. This is basically determined by “Customer Account Assignment group” in SAP Customer Master. You can find the same in the Customer master or in the SAP Sales Order. Since this is related to the customer master,the answer to Q.7 is to list the Customer Account Assignment Group from the SAP Customer Master.
If you were to find out the same from the Sales order, you can find it out from the ‘Accounting’ tab in the SAP Sales Order Header. The actual final G/L Account is based on Revenue Account Determination which we have not seen yet in the class.
Trainer
SAP SD Training
Hi Siva,
Based on the Scenario, We have created a customer master # 5566 and we weren’t able to add the Sales Employee & Commission details in the Customer Master.
Could you please advise us the route path on how to add the Sales Employee Info?
Alfred
In order to add the Sales Employee, first you have to find out what the partner function for Sales Employee is. If you look at all the PFs ( Partner Functions ), you will find a partner Function by name ‘SE’ – Sales Employee. Add SE as a partner function and in the corresponding number field , click on the search-help and select the right sales employee using first name, last name.
Trainer
SAP SD Training
1. You tried to open the SAP Customer # 47859 in a sales area for which you did not create it. Can you please let me know the Sales Area ( Sales Organization, Distribution Channel, Division ) you tried to open the Customer in VD02 ?
– The best solution to this is to first enter the Customer # 47859 and click on the button – “Customer’s Sales Area” and SAP would display the list of sales areas that this customer has been created in. In this case, the customer is created in the sales area 1000/10/00. Select the right sales area ( double click the corresponding row ) to move forward.
1a. yes, you have to follow the step above to ensure that you are opening the customer in the right sales area. For example, if a Customer is being created for the US Sales Org, does it make any sense to open that customer in India Sales Org..? The system would not allow it, because, the customer has not been created/extended to the India sales org and the SAP system does not contain India Sales Org/area specific information.
1b. The sales office 1000 has not been defined for Sales Area 3000/01/01. This message has been issued because, you are trying to assign the sales office to the customer in the wrong sales area. In order to check this out for yourself, go to Enterprise Structure and checkout if the sales office 1000 has been assigned to the sales area 3000/01/01
1c. Tax classification is created by your SAP FICO consultant. We have very minimal say in it. As SAP SD Consultants, we just use the Tax classification in the Customer Master. For now, it suffices to understand the basic tax classifications in SAP – ( 0 for Tax Emempt and 1 for Tax Liable ).
2. Yes ideally. But over a period of time you get used to it. The other easier way is to go to the company code field right in the customer change/display transaction and click on the search help and select by customer Number. So, for Customer Number 1400, open in display mode/change mode, select the right sales area ( via “Customer’s Sales area” ) and then select the Search Help for Company Code and Enter the SAP Customer Number 1400 there. The system will display all the company codes that that customer has been created in. In our case – 1000. Let’s discuss this further in the class.
3. You have NOT created the Sales Area for the Customer Master # 347859 and #347860. Let’s discuss this in the class tomorrow.
Good job in taking your time and answering the questions. Keep posting and keep discussing.
SIVA,
sOME QUESTIONS RANDOMLY:
1. When I was in /VD02 and tried to edit/change to CUSTOMER #47859, Which I partially
created last night and wanted to finish, on the very first screen where i entered the
customer number and clicked to bring up, i got this msg saying “customer is not created in
this sales area ” would please explain this to me?
Then just to make something happen I just did click on a button ” customer sales area” and
clicked/select on saleorg # 1000, then it let me go on to next screen and next page was available
to me for further completion,but I wanted to understand..what was really meant by the msg
and why it let me goto to next screen after I clicked on sales org #
1a. When system gives a msg..” no sales area has maintained, or sales area 1000 01 01…
is not define,what that realy means and what we have do or how make sure that it is in
place even before we start?
1b. I worked on your excercise and in the process of creating customer master for
ehsan shah, after completing general data, I started to do sales date and on sales tab I
selected 1000 for sales office, 100 for sales group, 01 for customer group. Then i clicked on
shipping tab, I got this msg, ” office 1000 is not defined for sales area 3000 10 01.
I want you to please explain me here or in class what is that mean. I think it all
starting to make sense, but i want to hear from your the concept behind this.
1c. when I goto billing document tab and wanted to select a value for tax, i noticed on my scrreen
I have lots of tax countries to choose…in clas we had only one…why?
2. Juat want to verify before I forget, knowing company code number is critical before
one creat comapny data and if you don’t know the company code , as you did tonight one must goto
–Enterprise structure—and find through…assign sales organization to comany code?..right.
Do you have to do this everytime we create a customer master or only when you don’t know
which sales org is assign to which company code?
3. i did creat a customer master for #347859 and 347860 and saved. Would you please just check
if everything looks good. Thanks for your help.
I will answers the rest of questions before our next class.
Want to restate
Q1) created customer 468885 in Sales org 3000- with shipping condition ‘pick up’, with monthly invoices dates options, inco terms CPT, payment terms 0002 & “C” complete delivery only.
Q2) updated payment terms to 0005.
Q3) System takes the payment terms from sales view
Q4) Yes
Q5) We can change the Inco terms in sales order. We can change the default values in sales order.
Q6 ) Industrial customers
Q7) Based on the account assignment group
Q8)Sales order header view
Q9) Yes, in partners tab.
* note: I couldn’t use the customer # 468889 for sales order. I used 1400 customer.
Good job Sri. We will discuss these answers in more detail tomorrow in the class.
Ehsaan,
Still waiting for your answers
1) Customer # 468889 created via Vd01
2) Extended the customer master data to finance via FD01