Customer Master1

Ch Srinivasa Naidu

SAP SD Certified Consultant

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CUSTOMER MASTER

Customer details like Name,Customer Number E-mail, postal code number etc..,are going to be stored

as a master data in SAP.

Every customer master is made up with certain structure like,

a) General data structure (KNAI)

b) Company code data structure (KNBI)

c) Sales area data structure (KNVV)

In addition to these three tables other tables like…..

KNVP- Customers partner functions

KNVS-Customers shipping details

KNB4-Customer payment history

KNB5-Customer dunning data

KNBK-Customer banking details

KNC1-Customer transactional figures

KNC3-Customer special transactions

KNKA-Customer credit master-central

KNKK-Customer credit management-control data

a) Genaral data structure (KNAI):

In general data structure customers name number(KUNNR),E-mail, Postal codes is going to be

stored. This data can be accessed by all applications in SAP. since it is going to be maintained at

client level.

b) Company code data structure (KNBI):

In this section one customer financial data ex:-reconcillation account, terms of payment, is going

to be maintained.This section can be accessed by FI applications only.

c) Sales area data structure (KNVV):

In sales area data section one customers sales ,shipping,billing documents(business data) is

going to be captured

It can be accessed by SD application only

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**customer master prerequisites or objects**

A)Customer account groups:-

Grouping of the customers according to their partner functions is called customer account

group.

According to the partner functions of each and every business partner one account group is

going to be defined and maintained(by FI consultants)

By using account groups customer master can be controlled by changing or assigning relevant

“field status” to each and every field in the customer master.

There are 4-predefined “field status” are available in SAP standard system that are.

1.) Supress:-

If it is assigned to one field that will be not be displayed, in the customer master.

2.)Required:-

If it is assigned to one field, that will be displayed to the user in the customer master and some “value”

should be maintained otherwise system doesn’t allow. the user to maintain further or to save the

master data.

3.)Optional:-

If it is assigned to one field,that will be displayed but value may or may not be maintained.

4.) Display:-

If it is assigned to one field,that will be displayed but value can’t be maintained.Since it wil be displayed.

B)Partner functions:-

In business in addition to natural partners every business may consider

Ex:- customers(KU)

Vendors (LI)

Contact persons(AP)

(sales) employees(PE), As a business partners.

Depending upon the business partner type every business partner performs certain

partner function, to full-fill business Transactions

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Ex:- If business partners type KU-customer then they perform certain mandatory partner functions to

fulfill one business process like.

If business partner type-KU-customers

SP SH BP PY

SP-sold-to-party: who place the order

SH-ship-to-party: who receives the order

BP-bill-to-party: who receives the bill

PY-payer : who settles the bill

A/c Group name:-

Partner function table:-

SP-10000-sun surya

SH-10000-sun surya

BP-10000-sun surya

PY-10000-sunsurya

SH-20000-sunsurya

BP-30000-sunsurya

PY-40000-sunsurya

C)Number ranges:-

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So,as to make business transactions with the business by the customers and

viceversa one unique identifier is required that is “number”.

So, as to assign one numeric number to customer(master) one number range with

certain lower limits and upper limits can be defined and assign to customer account groups through

number range key along with other two controls that are “current number” and “external”

Depending upon the external control whether system (or) user assigns number to customer master

internally (after saving the customer master) ex:- externally (before saving the customer master)

according to “current number status”

**NOTE**:-

Number ranges are client specific so that for every testing and production clients. number ranges are

going to be defined.

D)Partner determination procedure:-

As account groups are going to be defined based on their partner functions relevant partner functions.

Ex:-SP, SH, BP, PY, etc….

Can be defined in IMG and assigned to relevant customer account groups through one partner

determination procedure. By using “condition technique”concept.so,that system automatically proposes

those partner functions in relevant customer master sales area data section partner function tab page.

Ex:-

0001-sold-to-party: SP, SH, BP, PY

0002-ship-to-party: SH

0003-bill-to-party : BP

0004-payer : PY

IMG Configuration Settings:-

1) Define customer account groups:-

Path:-

IMG->financial accounting(new)->accounts receivable and accounts payable->customer accounts-

>master data->preparation for creating customer master data->define accounts with screen

layout(customers)

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ODB2->transaction code

->for-sold-to-party.

Go to new entries and define account group.

Ex:- specify account group key ZSP3

Specify name of the account group:-sold-to-party: FORD and save it

Check one-time account control, only if the account group belongs to one-time customers. In

business customers can be regular customers (or) one-time customers.

One-time customers data is going to be captured as a master data.since one time customer

master business transaction only once so,that,that customer data is going to be captured as a

transactional data.

In SAP one-time customers are going to be created during

transactional processing only and that is going to be stored as a transactional data.

To define one-time customers account groups in SAP standard customer groups

Ex:- Group Name

CPDA One-time customers

CPDA One-time customers

OUTPUT Determination Procedure:-

Output/message:-In business various communication methods are going to be used to exchange

business information with the business partners.

Ex: Fax,E-mail etc….

In SAP-SD output determination procedure can be used to communication with the business

partners.

OUTPUT determination procedure determines what kind of output is (Inquiry,

Quatation, order conformation, delivery note, invoice copy etc…)through which transmission

medium(printer, fax, e-mnail, EDI-electronic data interchange) to which partner (SP, SH, BP, PY) one

sales transaction is going to be processed as a output.

In SAP-SD output can be configured by following two procedures that

are.

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1) By using logistics-general component

2) By using SD-basic functions component

1) If output has been configured by using logistics. General component then it can be

configured as a customer specific only and assigned to customer account groups from where it

will be proposed into sales document header.

NOTE:-

If output determination procedure has been assigned to customer account group.

Ex:-ProcDescription

DB0001 output for sold-to-party.

Then system automatically activated document tab page with the standard output types

between billing and partner functions tab pages in the customer master sales area section.

2)If output determination procedure has been configured by SD-basic functions component then it can

be configured for different combinations by using “Access sequence facility” and assigned to sales

document header or items by using condition technique concept.

NOTE:-

If output determination procedures are configured by using both components then system can use one

control that is “access to conditions”

At defining output type .If it is activated system determines output by using SD-basic functions

component. If it is de-activated system uses logistics general component.

Maintain relevant field status in

1) General data

2) Company code data

3) Sales data(according to the partner functions of the account group)

Define other account groups:-

Ex:- ZSH3 ship-to-party

ZBP3 Bill-to-party

ZPY3 payer

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And assign relevant field status in general data company code data and sales area data structure.

a) Create number ranges for customer accounts:-

Click on Change internal icon

Click on internal icon

And define numbers ranges and save it

Path:- IMG financial accounting(new) A.R & A.P customer accounts master data

create no.ranges for customer accounts.

Number range key From number To numberCurrent nmbrExt

17 501201 501300

18 501301 501400

19 501401 501500

20 501501 501600

Four number ranges for four account groups.

b) Assign number ranges to customer account groups:- (OBAR->transaction code)

Account groupNumber ranges

ZSP3 17

ZSH3 18

ZSB3 19

ZPY3 20

NOTE:-Defining customer account groups assigning field status in general data section company-code

section and defining and assigning number ranges to customer account groups is always carried out by

FI consultant.

2) Define partner determination procedure:-

In IMG relevant partner functions like SP,SH,BP,PY,etc

are going to be defined and assigned to one partner determination procedure which in term is

assigned to customer account groups by using “Condition technique” concept.

Note: Assigning field status in sales area data section configuration of partner determination procedure,

configuration of certain field values in sales area data section is always carried out by SD consultant.

3) Customer master configuration settings as a SD consultant:-

As a SD consultant if we take the responsibility to define

customer account groups.

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Path:-IMG logistics general business partner customers controls define account

groups and field selection for customers.

4)Control:-

Define account groups and field selection for customers(OVTO)

Define required account groups with certain additional control like.text addition procedure, customer

price procedure, partner determination procedure, output determination procedure and customer. can

be specified as a

Competitors

Sales partner

Prospect

Default sp

Consumer

b) Define transaction –dependent screen layout:-

In this work setp we can assign field status to the

customer master based on the transaction(code).(OB20->transaction code)

Ex:- If one field should be manadatory during customer master certain and should be in display mode

during customer master change mode

Ex:- sales-district field.

c)Define and assign customer number ranges:-

In this work step number ranges are going to be

defined to the customer account groups(OVZC->transaction code) and assign those number

ranges to customer account groups.

d)Define condition groups:-

Go to new entries and define condition groups. It can be used for pricing

purpose

Ex:- RT retailers

WH wholesalers

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4)Create Tab Layout:-By using this work step the sequence of tab pages and field groups can be defined

or changed.

Create tab layout for sales area data

Go to new entries

Ex:- Layout layout description

SAP SD,data,default.

Select our tab Layout

Click on Tabpages titles.

Control button under dialog structure

Go to new entries

and include tabpages is required sequence.

Ex:- Tab pages Title

1. Sales

2. Shipping

3. Billing Document

4. Document

5. Partner Functions

Select required tab page

Click on Position of Groups on the tab pages

Under the Dialog Structure.

Go to new entries and maintain table.

Ex:- Position GroupBox Description

1. S0006 Order

2. S0007 Pricing/Statistics

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3. S0008 Agency Business

4. S0016 Customer Hierarchy.

Create Customer Master:- (Business User Role):

XD01 XD02 XD03

VD01 VD02 VD03

Create ChangeDisplay

If it is XD01 Customer master is going to be created centrally in the system that means company code

data should be maintained.

If it is VD01 Customer master is going to be maintained specific to sales area only,that means company

code data section cannot ne maintained and for one time customers VD01 is going to be used.

Note:-Finance users can also creates customer master without area section by transaction code FD01

Path:-Logistics Sales and Distribution Master Data Business partner Customer Create VD01

Sales and Distribution.

XD01—Complete

Select XD01

1.SpecifyCustomerAccount Group

2.Specify Customer Number(Internal/External)

3.Specify Company Code

4.Specify Sales Area

After specifying sales area just press enter

(Error Message:-

Sales Area F0S0 DE SE is not defined for customers.

(Common distributions channels and common divisions)

According to sales area definition when master data is going to be created.

Ex:-Customer Master.

0001

FOSO/DE/SE

FOIN

Internal/External

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One Sales area should be specified that means that master data is applicable to that particular sales

area only and transaction can be created for that customer master under that sales area only.

But customers may make transactions under other sales area also.So that customer master is to be

extended to other sales areas manually.

Ex:-Customer create :Initial Screens.

Account group

Customer

Company Code

Sales Area

Sales Organisation

Distribution Channel

Division

Reference:-

Customer

Company Code

Sales Organisation

Distribution Channel

Reference Division

But when there are number of sales area EX:-200 and number of customers Ex:-1 lakh are existed and

every customer is allow to make transactions under all sales area then if may be time consumption

process to the business users to extend the customer master for all sales areas.So as to reduce the time

ZSP3:sales to party :FORD

0050120

F0IN

F0S0

DE

SU

0050120

F0IN

F0S0

DF

SE

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consumption process SAP has develop one concept called “COMMON DISTRIBUTION CHANNELS AND

COMMON DIVISION”by which relevent master data is going to be created only once under reference

sales area.So that system automatically extends customer master data to all other sales area

automatically.

Ex:-Common distribution Channels(V0R1)

Ex:- Sales org Dist.Channel Reference Dist,channel for

Customer/meterial/condition

1000 10 10

1000 11 10

1000 12 10

1000 13 10

Common Divisions:-(V0R2)

Sales org Division Reference Dist,channel for

Customer/meterial/condition

1000 00 00

1000 01 00

1000 02 00

By reference sales area only respective master data has to be maintained.So that system automatically

extends master data to all other sales areas automatically there is no need to extend master data(it)

manually.

IMG Configuration Settings For Common Distribution Channels and Common Division:-

Path:-IMG Sales and Distribution Master Data Define Common Distribution Channels.

Ex:-

REF : Sales Area : REF Sales Area : 1000/10/00

Sales Distribution Reference ReferenceDistribtion Channel-

Distribution

Channel Condition

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B)Define Common Divisions:-

Path:- IMG Sales and Distribution Master Data Define Common Division.

Maintain Data In General Data Section:-

Like

Name

Address

Email

Postal Code

Etc……………

Maintain Data InComapany-Code data Section:-

REF : Sales Area :F0S0/DE/SE

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Maintain Reconciliation account as a account receivables.

In Business so as to capture various financial transactions number of general ledges accounts are going

to be maintained.,among those two general ledges(G/L) are mandatory.That are sundry debtors and

sundry creditors.

So as to capture credit sales and credit purchases of all customers and vendors.Asa account receivables

and account payables.

In SAP these two GL Accounts are going to be created as a recancellation accounts and assigned to each

and every regular customer master and vendor masters.So that system automatically updates account

receivables and account payables.Amounts of outgoing invoice and incoming invoices in those two GL

accounts through respective sub.ledges accounts (Customer or vendor account number).

Copying standard Reconcillation accounts

Go to

Click on icon

Specify from company code

Specify to company code

Specify currency and save it.

Reconcillation account Ex:- standard G/L

Specify sort key Customer number

That is going to be used to sort out customer line items.

Payment History Record.

Check this record as a pre-requisite to update customer credit re-payment data. In customer credit

master (FD32) in payment history section.

Status

ECO1

Copy Organizational object

1000

FOIN

INR

14,0000

031

Payment Transactions

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Payment History

Terms of payment:-Assign payment terms Ex:- 0001 payable immediately due net accordingly customer

has to settle the invoice and cash discounts are

going to be guaranted.

Maintain data in sales area data:-

Tab

Sales district

Assign relevant sales district of the customer that can be used for statistical information purpose and

pricing purpose also

That will be proposed into sales document header sales tab and

Item-sales B tab where it can be changed also.

Configuration of sales district:-

Path (OVRO transaction-code)

IMG Sales and distribution Master data Business partners Customers

Sales.Define sales district

Go to

And define sales-districts and save it.

Assign sales office and sales group that can be used for statistical reporting purpose and that will be

proposed into sales document header(under) sales tab.

Customer Group:-

sales

Sales order

New Entries

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Grouping of the customers based on certain criteria that can be used for statistical information purpose

as well as for pricing.

Ex:-01 Industrial customers

Path:- (OVS9 Transaction code)

IMG Sales and Distribution Master data Business partners Customers

SaleDefine customer groups.

Go to

And define customer groups.

ABC class:-Classifying the customers for ABC Analysis

Ex:-A-High Priority, B-medium Priority, C-low Priority

that can be used for pricing and statistical reporting purpose

Currency:-

Specify customer currency in which customer makes business transactions.

Switch off rounding:-If it is activated system does’nt consider rounding profile for customer order

quantities i.e, Commercial (or) round up (or) round down.

Order Probability:-

Ex:- 100%

Together will document order probability,this customer order probability determines the chances

completion of line items in one sales document.

Ex:- if it is AF 30%(inquiry)

AU 70%(quotation)

TA 100%(order)

Authorization Group:- Specify authorization group (or) customer master object by which customer

master excess can be controlled for specific user based on the role of the user.

Ex:- if it is sales manager-SD01,SD02,SD03

New Entries

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If it is asst. manager-SD01,SD03

If it is sales exec – SD03 only.

Authorization management is going to be configured with the help of basis consultant.

Item proposal:- It is a concept by which user can place the order on behalf of the customer for the

materials that are regularly purchased by the customer. It works as a order entry tool & its facilities

order entry

Account at customer:- Specify account number if busuness maintain with the customer. so, that

payment reconsiliation can be carried out.

Unit of measure group:- (UOM group):- In IMG all allowed/this allowed alternate unit of measures can

be grouped in one unit of measure group so, that a customer may allow/this allow the materials in those

alternate unit of measure only.

Path:- IMG logistic-general quantity optimizing &allowed logistic

UOM Unit of measure groups.

Go to new entries-& maintain table.

If number unit of measure control activated than system excludes alternative UOM from unit of

measure group.

According to business requirement either allowed UOM (or) disallow alternative UOM can be grouped

and assigned to the customer master.

Assign exchange rate type:- (standard translation at average rate)

This is going to be used by the system when customer currency &

document currency differs exchange rates types are going to be define by FI consultants.

Customer procedure for product proposal & cross selling profile.

PP customer product Description

A Product proposal

B Cross selling

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Together with document procedure for dynamic product proposal procedure & cross selling profile

these field determines one dynamic profile in one sales document.

Dynamic product proposal procedure:-Is a concept by which system automatically proposes all the

materials as soon as user specify SD to party number in the sales order dynamically.

Cross selling:- Is a concept by which system can suggest combination material for the order material

during transaction processing.

3) Pricing/Statistics:-

a) PRICE GROUP:- Grouping of the customers according to the certain criteria for pricing

purpose

Ex:- 01- Bulk buyer.

The value of this field is going to be proposed into sales document header –sales tab &sales document

item-sales B tab. where it can be changed.

Path:- IMG S&D basic functions pricing maintain price relavant master data

fields define pricing group for customer.

Go to new entries & Define pricing groups.

b) Customer pricing procedure:- Assigning one pricing procedure Ex:-1-standard to the

customer that is going to be used by the system as one of the factor determine one pricing

procedure in one sales document.

Path:-IMG S&D Basic function PricingPricing control Define & assign pricing

procedures Define Customer pricing procedure.

Go to new entries & define customer pricing procedure.

c) Price list:- Assign relavant price list to the customer accordingly business changes basic

price.

The value of this field is going to be proposed into sales document header –sales tab & sales

document item-sales B tab. where it can be changed.

Path:- IMG S&D Basic functions pricingMaintain pricing relavant master data fields

define price list categories for customer.

Go to new entries & define price list categories.

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d)Customer statistics group:- specifying stastical relevancy of the customer statistical data as a one of

the prerequisite to obtain customers statistical data into SIS(sales info structure) from where relevant

stastical reports can be generated.

LIS Logistic information system:- Is an open data warehouse in SAP R/3 system which consist of no.of

infrastructure for each & every operative module into which transactional data can be uploaded &

reports can be generated.

Path:- IMG logistic-general logistic info system(LIS) logistic data warehousing

updating updating control

Settings:sales statistics groups

maintain statistic groups for customers.

Go to new entries-define stastic groups.

Ex:-1

a)Shipping:-

a) Delivery priority:- Ex:-

Assign relavantdelivary priority to the customer sold to party that is going to be used by the system

for “ Back order processing” as well as for “collective delivery processing”.

Back order:-Any sales order has been confirmed with quantity as a “0”(zero) that sale order is called

back order, which can be confirmed by following reshedulling concept.

Collective Delivery:- Combining no:- of sales order of same ship to party into single delivery document is

called collective delivery processing.

The value of this field is going to be proposed into sales document line item-shipping tab

where it can be changed.

Path:- IMG S&D master data business partners customer shipping

Define delivery priorities

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Go to new entries-define delivery priorities.

B)Shipping Conditions:- Assign relavant shipping condition to customer sold to party Ex:-

10(immediately) that is going to be used by the system as a one of the factor to determine shipping

point for line item in one sales document.

Note:-If shipping conditions where maintain in both areas then system gives the priority only to sales

document header.

The value of this field is going to be proposed into sales document header shipping tab where it can

be changed.

Path:-IMG Logistic execution shippingbasic shipping fuctions shipping point goods servicing point

determination Define shipping conditions.

Go to new entries and define shipping conditions.

c)Delivery Plant:-Assign delivery point to customer ship to party that is going to be user by the system to

determine one delivery plant for a line item in one sales documents according to plant determination

strategy.

Note:-If plant has been maintain in customer material into record or all three area’s than system gives

the priority only for customer material into record only.

d)Relavent for POD:-

Proof of delivery:-Is a concept by which business can use “Acknowledgement”

Fuctionality in SAP.

In business once shipment dispatched to the ship to party than it may expect

acknowledgement from ship to party to create invoice.

In SAP this control can be activated to post POD.So that invoice can be created .if POD has not

been confirmed then system doesnot allow the user to create invoice.

POD Time Frame:- Specify limit in days to wait for POD.After this time period invoice can be created by

assuming that ship to party has received shipment by using trasassion code[VLPODQ] automatic POD

conformation.

This control can be proposed in sales document header shipping tab and item-shipping

tab.where it can be changed.

E)Order Combination:- Check this control as a pre requisite to combine no.of sales order’s for same ship

to party into single delivery as a collective delivery processing.

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This control is going to be proposed into header – shipping tab-order combination and item –

shipping tab.

Where it can be changed.

B)Partial Deliveries:-This partial delivery aggrement will have a influence on the result of availability

check.

a)Complete delivery record by law:-This control determines whether one “sales order” can be split into

no.of partial delivery or not.

1.If it is activated order can not be split into partial deliveries.

2.If it is deactivated order can be split.

This control is going to be proposed into sales document header shipping tab only.

b)Partial delivery per item:-

Partial delivery per item

A

B

C

D

The value of this field determines wheather particular line item in “one sales document”can be split into

no.of partial deliveries or not.

The value of this field is going to be proposed into sales document item shipping tab only.Whether it can

be changed.

c)Maximum Partial Deliveries:-

Specify the limit in times.

Ex:-G times to split the sales order line item into partial deliveries.

The value of this field is going to be proposed into item-shipping tab only.where it can be changed.

d)Unlimited Tolerence:- This control specifies wheather over/under deliveries are allowed or not for

particular line item.

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If it is activated under/order can be created.This control is going to be proposed into sales document

item-shipping tab only.Where it can be changed.

Under delivery tolerance.

Over delivery tolerance.

Both specify the limit in percentage(%) for under/over deliveries.If it exceeded system issues warning

messages.

This control is going to be proposed into sales document item shipping tab.Where it can be changed.

Shipping Shcedule:-If customer ship to party wants to receive shipment on specific day or day’s within in

a week & ship to party want’s to fallow his own public holidays that can be confused by following factory

calendar concept.

Path:-IMG S&D MAsterDataBusinessPartener Customers Shipping

a)Define customer calenders.

Define Public Holidays:-Click on change icon click on create icon-select public holidays type.

Ex:-with fixed date.

Click on create

Specify “Day” of the public holiday. Ex:-3

Specify “Mouth” of the public holiday Ex:-03

Specify short holiday name-----5th RESO

Specify long holiday name-----5th—ship to party RESO

Click on create

Go back and

Define Holiday Calender:-

Click on change icon-click on create icon

Specify holiday calendar ID—exH4

Specify description—(holiday calendar for ship to party).

Specify valid from – valid to

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Click on assign holidays

Select on assign public holidays

Save it and go back.

Define Factory Calender:-

Click on change icon.

Click on create icon.

Specify factory calendar ID

Ex:-FA factory calendar ship to party shipping schedule-RESO

Specify description

Specify valid from--- valid to

Specify holiday calendar ID—H4 and check working days within a week save it & Go back…..

Define goods receving hours:-

Go to new entries & define goods receiving hours key.

Specify goods receiving hours—Z4

Specify descripition----- Good

And maintain working time according to working days of the factory calendar SAVE it & Go back.

Go to XD01/XD02---general data section- unloading points tab page.

Specify unloading point ex:-D00R1

Specify factory calendar—F4

Click onreceving hours icon

Specify goods recevinghours key---Z4

Billing Document:-

a)Subsequent Invoice Processing:-Check this control as a pre requisite to point out manually post

invoice’s as well as to defferenciate output.

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This control will be proposed into sales document header-Billing document tab & item-billing document

tab.where it can be changed.

b)Rebate:-Check this control as a one of the pre requisite to grant and settile rebates.

c)Price Determination:-Check this control as a pre requisite to specify one customer is eligible for pricing

under customer hierarchy. Under customer hierarchy concept one organization can be created as a

customer by taking its entire enterise structure so that date mantance level are going to be reduced

d)invoicing dates & invoicing list dates: invoice list:-list of invoice that belongs to different bill to parties

once going ta be created in favour of once of common customerpayers .who takes the responsbilty to

scttle the total invoice list amounts on which business may grawd certain % of facting discounts

.(condition type rllo)& that common payer is lible to pay certain % of factry discounts tax.to

gont.(condition type piw15)

Billing schedule :- if customer bill to party/payer .wants invoice or invoice list for a specifi time period

only

Ex: weakly once or forth night on monthly once.that can be generated by using a concept called factory

calendar

PATH:- IMG S&D mater Data Business partner customer’s

Billing documentdefine billing schedule

a) Define public holidays

b) Define holiday calendar

c) Define factory calendar

Click on change icon

Click on create icon

Specify factory calendar ID-ex/4

Specify description

Specify valid from-valid to

Assign calendar ID-H4

& check working days within a weak

Click on special rules icon

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SAVE it

Click on special rules

Click on create

Specify from data-to date & check working day

Specify text:-

Click on create

Check the working day control so, that billing day due date should be working day. Other wise it will take

next immediate working day.

Delivery & payment terms:-

Inco terms-1

Ex:- CIF-cost,insurance,freight

Inco terms-2-from plant

Assign incoterm one &two accordingly-freight,insurance charges are going to be charged or waired

International chamber of commerce of terms for freight liability in transit

The terms & conditions that define & maintain by ICC that should be followed by shipper & ship to party.

The value of this fields is going to be proposed into sales doc header-billing document & item-billing

document where it can be changed(based on certain controls)

Path:- IMG S&D master data Businesspartnerscustomers billing document

define icoterms.

GO to new entries & define icoterms.

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If location mandatory field activated us user should maintain incoterm 2 in the customer master.

Terms of payment:- Assign relavent payment terms ex:- 0001 (payable immediately due net) accordingly

customer has to settle invoice, cash discounts may be obtained.

The value of this field is going to be proposed into sales document header-billing document

tab & item billing document tab where it can be changed based on certain controls.

Path:- IMG S&D Business partners customers billing document define

terms of payment.

Go to new entries & define terms of payment.

In real environment terms of payment are going to be maintain by FI consultant

Note:- terms of payment has been maintain in company code data section & sales area data section,

then system give the priority only for sales area data section if customer invoice is going to be posted SD

module through.

If customer invoice is going to be posted directly in FI module(without SD module) system consider

payment terms from company code data section.

Credit control area:- Assign relavant credit control area to customer i.e..,responsible to grant & monitor

credit limits of the customer.

Credit control area:- is an independent, physical org. unit in the FI module that is responsible to grant

&mintor credit limits of the customers within specified one company code number of company codes.

Payment guaranty procedure:-

Ex:-

Assign relavent payment guaranty procedure that can be used to minimize the risk that is going to be

involved with customer business transations.

If payment guarantee procedure has been assign to customer master system automatic activates

receivable risk management component in FI.

Accounting:-

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Account assignment group:-

Ex:-

Grouping of the customers sales revenue’s into different account assignment groups according to

business criteria.That is going to be used by the system as one of the factor to post one customer sales

revenues,sales deductions,freight revenue,tax revenue etc in respective G/L accounts in FI module

processing & saving invoice as a part of SD & FI integration.

The value of this field is going to be processed into billing document.

Path:-IMG S&D Basic Functions Acc.assignment/costing Revenue acc.determination.

1.Check master data relevant for acc.assignment.

2.Customer: Acc.Assignment groups.

Go to new entries & define acc.assignment groups.

Taxes:-

Specifing tax liability of the customer the value of this field is going toused by the system as one of the

factor to determine output tax for a line item in one sales order.

Note:-If one sold to party has different ship to parties,bill to parties & payers then system fallow’s one

tax determination rule which is going to be assigned to one sales organization in IMG S&D Basic

Functions Taxes.

1.Maintain sales tax identification no.determination.

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If it is blank system fallows one priority rule to determine tax classification number i.e.,if payer & sold to

party are different then system takes tax classification no from the payer only(without considering ship

to party) or it will go to ship to party or it will go to sold to party.

1.If it is “A” system takes only from sold to party even through payer is different.

2.If it is “B” system only take from payer even through sold to party is different.

3.If it is “C” system fallows as a blank but it consider country key of ship to party so, as to determine

domestic sales or export sales

The values of this field is going to be proposed into sales document-item-billing document tab where it

can be changed.

In(0VK1)code this tax data section has to be maintained then only system activates tax data section in

customer master & material master.

Documents:- System activates this document tab page with standard output type’s due to the

assignment of output determination procedure Ex:- DB0001 to the customer account group with certain

standard output type’s from where output will be proposed into sales document header.

Partner functions:-system proposes relavant partner functions Ex:-SP, SH, BP, PY depending upon the

account group by using condition tech.concept save it & note down customer number-100287

Customer master maintainance-End user functions.

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1) By using to XD02 or XD03-extra(menu)-adminstrative data can be used to excess one customers

account group information.

2) By going to XD02-extra->blocking data can be used to block one customer for financial postings

& sales order, deliveries,billing& as well as sales support for specific reasons.

3) By going to XD02->extra ->delecting flags can be used to activate delection flag for the customer

master

If deletion flag activated customer master cannot be used as well as it is perquisite

for data richiving data archiving is a process by which certain master data,transactional data can be

removed (archived)into external storage system.

4) By going to XD02 or XD03-environment field changes can be used to excess change document

functionality.

5) B y going to XD02 or XD03-environment credit management can be used to excess one

customer credit master(FD32) T code.

6) By going to XD02 or XD03-environment customer material information can be used to excess

customer material into record(VD52)

7) By using to XD02 or XD03-environment-sales summary can be used to excess one customer’s

certain master data as well as transactional data(VC/2)

NOTE:- Credit 10 customer master per day till you get a JOB…….