Customer master configuration

Hi all,
I am looking for material related to customer master configurtion.
Can anybody provide me the relavant material which may give
sufficient idea about customer master configuration step by step.
regards.

Hi Azra,
Check this http://help.sap.com/saphelp_470/helpdata/en/01/a9b288455711d182b40000e829fbfe/frameset.htm
Regards,
Pankaj

Similar Messages

Order Data Warehouse / Customer Master Configuration Doubt

What is "Front End Unit" ? I have to configure this in the Customer Master, but do not know where? Also I need details of how to configure Channel, Sub Segment in customer master.
Thanks All in Advance.

Hi,
Yes,for this there are two options.
1.By using the T.Code:SE91.
Enter the class as V1 and number as 423.
Click on Change.
Click on where used list.
Check programs and uncheck all.
Enter.
A list of programs will be displayed.If you double click on any program then,the lines where it is used are displayed.
Identify your warning message line.
Double click on it.
Change it from W to E before the numebr 423.
Save.
2.Unassign the block assigned for your customer in XD05 for your sales order type.
Suppose 01 is the block assigned for your customer.
Goto SPRO>Sales and Distribution>Sales>Sales Documents>Define and assign reason for blocking.
Assign reason for blocking.
Suppose "OR" is your document types.
Delete the entry 01,OR in this table.
Save.
In this case for this order type,you can create or change the order even though the block is assigned to it.
Regards,
Krishna.

Customer master - Group Code in Additional Data screen

Hi,
In customer master, in the 'Additional Customer Data' pop up screen (Extras -> Additional Data), you can find a field for group code (KNA1-KATR6). Where in IMG do I maintain the values for this field?
Appreciate your advise. thanks!

Hi,
You can maintain this values in the below path
IMG->LOGISTICS GENERAL->BUSINESS PARTNER>CUSTOMERS->CONTROL->DEFINE ATTRIBUTES->CUSTOMER ATTRIBUTES 6
In the above path you can define the required entry and it will appear in the Customer master configuration.
regards,
santosh

How will i configure partner determination for customer master

how will i configure partner determination for customer master data.

hi
Check this
BUSINESS PARTNERS AND PARTNER DETERMINATION
In the partner determination procedure you can determine whether partner functions can or should occur in a partner object (Customer Master, Sales Document, Item Category etc.) For each object, in which partner function can be created, you can define partner procedures. This also means that
For Customer Master
For Sales Documents
For Sales Documents and Billing Documents: for items
We can define our partner determination procedure for each of these levels as shown below. In Blue are given the ones wherein the Partner Procedures are assigned to the Partner Objects
Customer Master Account Group
Sales Document Header Sales Document Type
Sales document Item Item Category in sales
Delivery Delivery Type
Billing Header Billing Type
Billing Item Billing Type
Sales Activity Sales Activity type
By assigning a procedure you determine for which account groups (for the customer master), which sales document types (for sales documents) and for which item categories this procedure would be valid.
In the partner determination procedure you can determine for each partner function
whether the partner function is an obligatory partner function
whether the partner function can be changed in the document
BUSINESS PARTNER FUNCTION
By assigning a business partner function to a partner you can determine which functions the partner fulfils in the business process. Partner Functions are classified using partner type. The partner type represents the roles played by the business partner within the business transaction.
Following partner functions exist in the standard process of Sales and Distribution
Partner Type Customer
Sold-to Party, Ship-to Party, Bill-to Party, Payer and Sold-to Party authorized to release against a contract. You can define the sold-to party authorized to release against a contract in the partner screen of a contract. This partner may only schedule orders with reference to this contract, even when he is not the sold-to party authorized against a contract.
Partner Type Contact Person
Contact persons are natural persons whom you must contact at the customers for business processing (e.g. purchasers) Contact person can be created directly in customer master record.
Partner Type Vendor
A forwarding agent is an example of a business partner on the credit side, who is included in a sales process. If you commission a particular forwarding agent for deliveries to a specific customer, you can define the forwarding agent in the customer master record as the partner.
The other possible partner functions on the credit side in the sale process are interpreters, auditors etc. The forwarding agent is an agent who performs transportation services. This includes organizing the shipment, delivery and receipt of the goods, arranging the carrier services and handling the customs issues.
Partner Type Personnel
Employee Responsible
Sales Personnel
You can enter an employee from your firm as the person responsible:
In the Customer Master If the employee is normally responsible for processing transactions with this customer.
In the Sales Document If the employee is responsible for processing the Business Transaction.
STEP WISE PROCESS FOR PARTNER DETERMINATION PROCEDURE
Sales and Distribution->Basic Functions->Partner Determination->set Up Partner Determination->Set up Partner Determination for Customer Master.
First go to OVT0 create customer account groups. Here you make new entries, click whether it is a one time customer, description. Also you can do the field selection here for general data, co. code data and sales area data.
Now go to IMG logistics general business partner customers control define & assign customer number ranges define the number. Here you range that you want and assign it to your customer account group.
Now go to VOPA here the selection will be on customer master, click on partner procedures, create the partner determination procedure. The following steps need to be done in partner determination area
Assign partner function to account group i.e SP,SH, BP, PY to account group (debit side ). Sales and Distribution->Basic Functions->Partner Determination->Assign Partner Functions on the debit side to account Groups.
Then create Partner Determination Procedure.
Assign the Partner Determination Procedure to Partner Function.
Then finally assign the Partner Determination Procedure to acc group.
Important Points in Business Partners and Partner Determination Procedure
Partner relationship maintained/defined in the customer master is proposed automatically in the document header when you create a sales document.
In customizing we can decide whether several partners can be assigned to one partner function in the customer master.
In sales documents, the system is configured so that only one partner can be assigned to each partner function.
We can define partners at item level in the sales documents.
Business Partners that are defined at the header level however cannot be changed at the item level.
You can prohibit anyone from changing a partner that has already been entered in a sales document.
It is also possible to manually change or enter the address of a partner, such as the Ship-to Party. This change does not affect the master record.

How to configure CVC automation process using SNP master data and BI customer master data

Hi Gurus,
How to configure CVC automation in MPOS structure technically, using SNP master data in CVC creation such as Product and location details
and in parallel extract date from ECC to BI customer master data in DP. Where-in a APO BI cube should have only new combinations which are to be validated with ECC and existing combinations in the MPOS structure before creation of CVC in different regions of MPOS.
Second the automation should also check certain validations of product, location and are part of SNP-ECC master data and are these new combinations.
Could someone guide us in this process.
Thanks
Kumar

Praveen,
The short answer is to move the data into infoproviders or flat files for all of the 'characteristic-type' source data; and then copy CVCs from the infoproviders into the Planning area, probably using one or more Process Chains (program /SAPAPO/TS_PLOB_MAINTAIN).
The long answer is that this is not a trivial undertaking; this could end up being a pretty involved solution. If you do not have enough BW/DP expertise available locally to create this solution for you, then I recommend you consider engaging external resources to assist you. I personally wouldn't even consider starting to work on such a solution without first knowing a lot more about the detailed business requirements, and about any existing solutions that may already in place. An SCN forum is not really suitable for such an answer. In my opinion, the BBP doc alone would be 20+ pages, assuming no enhancements..
Best Regards,
DB49

Configuring Group Key in Customer Master

Dear Folks,
I would like to add more group keys for selection in the field KNA1-KONZS.
This field is in the customer master => general data => control data => group key.
Could anyone advice me where in SPRO can I add more values to this field?
Thank you.
Best Regards,
Junwen

Hi,
Customer 14788 is having Recon Account (5200500) , Group key is editable.
Customer 702270 is having Recon Account (5200500) , Group key is not editable.
So i understood that this field is not controlled by field status. Correct me if i am wrong.
Thanks
Raghuram

Where can i find configuration related to documents in customer master reco

hi,
good morning all,
i am creating customer master data, while creating i kept documents are mandatory option in obd2.
after creating when i checked it is saying that documents entry is mandatory.
but i am not able to insert any values.
in order to insert the values where should i go and insert in SPRO.
thanks in
regards,
balajit

Hi,
The path is SPRO>Financial Accounting (New)>Accounts Receivable and Accounts Payable>Customer Accounts>Master Data>Preparations for Creating Customer Master Data>Define Account Groups with Screen Layout (Customers)
Select your account group
Double click on it
Double click on sales data
Select Group sales or etc and double click on it
Then change field status as you require and save it
Regards
Kiran

Report to fetch the text information from customer master sales data

Dear Experts,
We have come up with a requirement where the business want a report/list of the customers for whom a particular text is not maintained in customer master -sales data.
There are many Z text id are configured and are maintained in Sales data- extras- text. In addition, business also need some key fields from the customer master such as name, city, delv plant, payment terms, sales off, sales grp etc.
I could not get any standard table where the text is maintained with the customer numbers. Table STXH can give the customer numbers for a particular text id type but what is maintained against the given text id is not fetched from the table.
So we need the valuable inputs to realize the requirement.
As an proposal, we are aiming to develop custom Z report with the FM READ_TEXT to get the text information with the customer no ( object type KNVV and text id ). But for the additional information, what should be the actual logic for fetching the data. say if this FM is used, what should be the sequence of the logic and ideal selection parameters.
In addition, we aim to use BAPI BAPI_CUSTOMER_GETDETAIL2 to fetch some of the customer ifnormation but many fields are not found in this . can we use some other bapi which can provide the complete general/sales data of customer ( delv plant, sales off, sales grp, custo grp, incoterms, payment terms etc)
Kindly suggest accordingly.
Many thanks in advance.

Hi Dharmendra Kumar,
I guess the best would be to check in ABAP General forum on the READ_TEXT sequence/ logic etc..
For customer details, the available BAPIs are:
BAPI_CUSTOMER_GETDETAIL
BAPI_CUSTOMER_GETDETAIL1
BAPI_CUSTOMER_GETDETAIL2
However, you might have to check classes in SE24 to find any existing classes and its method yo give you all the information of a customer. Also check this thread: [BAPI for customer details like in IDoc DEBMAS;
Regards,
Raghu.

Automatic Payment terms without referrring Customer Master nor manual entry

Hi,
I have a credit memo with reference to one billing document. It is automatically coming with payment terms which is not maintained in customer master nor manual entry in the document. I had checked all the configuration related settings for the document and payment terms assignment. I had debugged and checked for any user exit or function module.
I have no clue in this regard and can anybody throw some light regarding to fix the problem.
Regards
Sashikanth

Hi,
Check if the billing document has payment terms. If yes, even if customer master doesnt contain payment terms the payment terms will be copied to the credit memo through standard copying control maintained in IMG, when you create a document with reference to some document this copying control gets activated.
Also check user exit RV60AFZZ if there's any code written in it to default payment terms by billing doc type.
Regards,
Amit

Confirmation of sensitive filed of customer master

Hi all
Is that possible to BLOCK or NOT TO CREATE a sales order, if confirmation of sensitive filed of customer master yet to confirm ?
Is that need user exit or can we do Configuration.
Need your suggestions.
Regards,
Nagesh

Hi Nagesh,
behaviour of Sensitive filed is once activate some fields as a sensitive filed's if user change that field data from the master record system will stop payments until confirm the changes from other user.
But system not stop Sale order / Delivery / Invoice creation even though fields data change from master system will stop only payments for perticular customer / vendor.
The other name for sensitive filed is dual control. once fileds activated it will applicable entire client not to comp code.
Regards,
Viswa

Reconciliation Account in Vendor/Customer Master

What is the function of reconciliation account in Vendor/Customer Master?
Regards
Kailash

Hi
The reconciliation account in the master record records all postings made to a subsidiary ledger.When you post items to a subsidiary ledger, the SAP system automatically posts the same data to the general ledger at the same time. Each subsidiary ledger has one or more reconciliation accounts in the general ledger. These reconciliation accounts ensure that the balance of G/L accounts is always zero. This means that you can draw up financial statements at any time without having to transfer totals from the subledgers to the general ledger.
You can use the reconciliation accounts to make settings:
You can use the reconciliation account to configure the screens for posting items to customer or vendor accounts. Using the reconciliation account you could, for example, suppress the fields for entering exchange rate hedges if these types of transaction are not made.
You can also use the reconciliation account to specify which currencies you can use when posting to the corresponding customer or vendor accounts.
You usually enter the local currency in the master record. Postings can then be made in all currencies to the customer and vendor accounts that the reconciliation account is assigned to. However, you can also enter a foreign currency key in the master record of the reconciliation account. If you do this, you can only post to the relevant customer and vendor accounts in the foreign currency specified.
Thanks & Regards
Sanil K Bhandari

How to change Number range to Contact Person in Customer Master Record

Dear all,
We are maintaining contact person details under contact person tab in customer master record.
Currently contact person is being created using VAP1 transaction.
Can we automate this contact person creation by entering the data in contact person itself?
and where can we change the number range of contact person.
I have searched a lot to find the solution for this. Please help me to resolve this issue. Your suggestions will be highly appreciated.
Best regards
Venkat

Hi Venkat,
To your first question: "Can we automate this contact person creation by entering the data in contact person itself?"
Yes, you can enter the contact person directly in the customer master in the contact person tab. A number is generated automatically.
To your second question, go to transaction SNUM, and there use object "PARTNER". Here you can configure number range for contact persons.
Hope this helps,
Regards
Nikhilesh

Business Partner creation for Customer Master creation

Hi
We have customized our system in order to trigger the creation of Business Partner whenever a Customer Master is created.
I created some customers for which the Business Partner creation was not triggered due to some reason.. In order to manage the same, i created a Business Partner manually and tried to link the same to my customer through T Code FLBPD2, but system returned with a message "The business partner could not be linked to the customer selected" Message Number CVIC_UI023.
Can anyone suggest something.
Thanx in advance
Pankaj

Hi Pankaj,
Please check wether you configured all required node under Master Data Synchronization..In SPRO..I am referring to below node.
Active Synchroniztion Options
Set BP role Category for customer Integration
Define BP Role for direction customer to BP
Field Assignment for customer Integration
Thanks
Veman.

Partner functions for SAP Customer Master

I am in the MDM solution definition phase for SAP Customer Master at one of our Cients place. The requirement is to set up a central master data scenario where creation & modification of any customer record will be done via MDM. The following components of Netweaver are in the landscape - SAP MDM, EP, XI.
I need clarification on the following points -
- Is it possible to set up the partner function in MDM, if so, how?
- Need to replicate the standard SAP functionality where the system can be configured to create Ship To, Payer, Bill To automatically when a Sold To record is created. Is this possible? Are there any work arounds?
Regards
Arvind

Hi,
Hi Arvind,
- Is it possible to set up the partner function in MDM, if so, how?
Partner Function comes under Condition Technique in SAP ECC.here some config has to be done.
For mapping it in MDM, First create a Qualified Table - Partner Function.Determine the Non-Qualifiers and Qualifiers.Then as said by Suresh, u need Java API stuff to complete this task and frontend being EP.
- Need to replicate the standard SAP functionality where the system can be configured to create Ship To, Payer, Bill To automatically when a Sold To record is created. Is this possible? Are there any work arounds?
It can be done using EP as front end and Java API to dertermine the partner based on the account group.
Thanks,
Felix
Edited by: Felix on May 9, 2008 1:38 PM

Customer master

hi Guys ,
can any body tell me what are the mandatory fields in customer master ?

Hi,
it all depends on the configuration you have done for the Account Group of the customer,
For existing customers you can view the Account group by selecting menu option "Extras / Administrative Data"
To configure it go to below IMG Path:
Logistics - General / Business Partner / Customers / Control / Define Account Groups and Field Selection for Customers
Double click on the relevant account group
Under "Field status" section you have 3 options as "General data", "Company code data", "Sales data". This is for the button options you see in the customer master.
you can double click on those fields to go inside of them.
In side each section; you can see "Select Group" section. that represent each tab in the customer master under relevant button option
If you double click on any field (tab) you can see each fields in that tab
Suppress - To hide the field
Req. Entry - To set a field to mandatory
Opt. entry - To make field data entry possible
Display - To set as read only field
So in your case, what ever fields that marked with "Req. Entry" in the account group will be Mandatory.
Best regards,
Anupa

Customer master configuration

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