character code number account group: 200D

Give the description of the account group: customer account group:200D

Save the data

Double click on the general data

Double click on the sub group and set the field status of the fields as optional suppressed, required and as display. The general data is relating to the common information of the customer and also static information.

Double click on the company code data and again double click on the sub group set the field status of the fields you require for creating the master record. The company code data is differing from company code to company code.

o Basing on the selection of fields only the system prompts the fields while creating customer master record

Figure 101

Figure 101a

Define screen lay out for company code: path is same:

This is the specific screen layout for the company code requirement. We can set this also if requested by the company for which we have taken up the configuration. In this step we can define or control the company code data of the master record only. We cannot set general data of the customer.

Define the screen lay out for activity wise also:

This is step where we can set field status of the customers basing on their activity i.e. if the customer belongs to accounting department exclusively we can define the general data as well as company code data relating to accounting department. Other wise if the customer opened at sales (modules) accordingly we can set the general data and company code data. If we define the field status of the customer the priority of the field status will be as under

the suppressed fields will have the first priority required fields have the next priority

Optional fields have the last priority.

Define the number range for customer account groups:

Path: is same as above TC: xdn1 Click on insert interval button,

Click on insert button, give the serial no. and number interval and insert and save the data

Figure 102

If you want the number assignment external select the external check box.

Otherwise the system considers internal number assignment for the customer master record. This is also optional for the company for which you have taken up the configuration.

Our number range is 16 and interval is 600501 to 600600.

Assign number ranges for customer account groups: TC: OBAR.

Figure 103

We have to assign the number range to customer account groups. The customer groups and number ranges are defined at client level. We can use the customer account groups for our requirement and assign the existing number range for the account groups also. Save the data.

Define industries: path is same as above: OB44

With a view to evaluate the customer accounts we can defines the industry groups for which the customer belongs. The main purpose of this is for evaluation only.

Define the accounts receivable pledging indicator: path is same: TC

Figure 104 Delete the customer master data:

We can delete the customer master data if there is no transactional data in the account. If the transactional data is there the system does not permit to delete the data. Hence we have to delete the transactional data first and delete the master data latter on.

Path: financial accounting-accounts receivables and accounts payable-customer accounts-master data- delete master data TC: OBR2

Give the required details and deselect the test run check box and execute.

Automatically the accounts will be deleted.

Define the period type for the customers: path:upto master data-is same as above and click on line items- correspondence-define the period type for the customers:

If you want to submit the account statement for the customer at predetermined time intervals we can set the periodicity of the account statement and the same to be added in the master record of the customer master

Give the periodicity of the account statement

Figure 105

and description of the statement and save the data. the system automatically prints account statement as per the interval what we have set in the master data.

Define the work list for display of balances:

This functionality is useful for display of balances of all the customers with single format. In real time it is more important functionality for the company end users.

Define customer master record: financial accounting-accounts receivable-master records-fd01-create:

Give the customer account group: description: customer group:2006

give company code:2006 and continue

give the title of the company: company or Mr and Mrs.

Give the name of the company: wipro technologies Give the name of the country: IN

Click on company code data button on the application tool bar Give the reconciliation account number: accounts receivable account Give the sort key: 012

Give the cash management

Figure 106

group: A1.and other details if required. The screens will appear as above. If you want to make any

changes to the master record the transaction code : FD02:

display master record transaction code :FD03 block or unblock the customer master record:FD05 display changes made to customer master record:FD04

Note: in the master record: we can give important details under the Marketing tab page:

1. Industry wise report

2. Customer volume wise report or customer class wise.

3. We can maintain the key figures like sales of the previous figures for comparison purposes.

Figure 107 Business process:

Satya info tech making sales to ace technologies. The customer wanted to make the payment individually for each invoice. Satya info tech wanted you configure the same for this customer exclusively (to receive the payments individually).

Sap process:

While creating the customer master records, we can set this condition by selecting the check box ?single payment. Accordingly while running the automatic payment programmes for incoming payment the system makes the incoming payment individually for each open item.

(if you don’t set this in the master record, while customizing app we can set it. But it will applicable to all customers uniformly without specific customer. Hence it is better to configure in the master record.

Business process:

Satya info tech wanted to maintain the classification of customers as per the volume of sales. How it possible in sap? And further the company wanted to maintain the last year turn over of customer as readily available. How you will customize this process request?

Sap process:

Yes, it is possible in sap soft wear to customize the above business process.

While defining the master record for a customer we can give the last year figures (key figures) like volume, currency, fiscal year. Besides the above we can give fiscal year variant also in the master record. However, these details are useful for the purpose of evaluation only. Apart from that, we can classify the customer basing on the volume of the sales made to him by defining the Customer class in the Master Record.

2. We can customize the customer master records, basing on their business and type of industries also by defining the same in the master records. These are useful for internal evaluations only.

Define the number range for document types for customers:

Path:fa-fags-document-document header-define document types: OBA7.

Select the document type DR click on number range information click on insert interval button, give the number object (in the document type) and give the number range interval for the number object. (If you want to maintain the number ranges for externally select the external check box otherwise leave blank for internal number ranges.) save the data. Repeat the same process for all document types like DA DZ DG also.

Note: Tolerances for vendors/customers were already set while dealing with the accounts payable concept. Hence it is not at all required again to set up here.