17. Click to save the new ship-to customer master.
Create Customer: Initial Screen
The system displays the message, "Customer XXXX has been created for company code HES1 sales area 7210 01 01.”
18. You have completed this transaction.
19. Click to exit this transaction.
Result
You have created a new ship-to customer master.
Comments
You can use transaction XD02 to assign ship-to customers to existing sold-to customers. Please refer to instruction XD02 – Change Customer Master for more information.
Change Customer XD02
Purpose
Use this procedure to change data for an existing customer master record in SAP.
Trigger
Perform this procedure when you need to:
update or correct a customer’s information
add ship-to partners to a sold-to party Prerequisites
The customer master record must already exist in SAP/CSI.
Menu Path
Use the following menu path(s) to begin this transaction:
Select Logistics Sales and Distribution Master Data Business Partner Customer Change XD02 - Complete to go to the Customer Change: Initial Screen.
Transaction Code XD02 Helpful Hints
In this work instruction, we will show how to add a ship-to party to a sold-to customer master.
To update a customer master record, please refer to work instruction XD01 – Create Ship-To Customer for more information on the fields that can be changed.
Procedure
1. Start the transaction using the menu path or transaction code.
Customer Change: Initial Screen
2. As required, complete the following field:
Field Name R/O/C Description
Customer R Entity to which the company sells goods or services. A customer is signified with a unique numeric identifier and non-generic description.
Enter the customer number you want to change.
Example: 900055
Company code R Independent accounting unit; in most cases is a legal entity.
You can prepare a balance sheet and income statement for each company code. Several company codes can be set up to manage the accounts of independent companies
simultaneously.
Example: HES1
Sales Organization R An organizational unit responsible for distributing certain products or services and negotiating sales conditions. In SAP, any number of distribution channels and divisions can be assigned to a sales organization.
Example: 7210
Distribution Channel R The way in which products or services reach the customer.
Typical examples of distribution channels are wholesale, retail or direct sales. Within a sales organization, in SAP, it is possible to deliver goods to a given customer through more than one distribution channel.
Example: 01
Field Name R/O/C Description
Division R An organizational unit set up to supervise the distribution and monitor the profitability of materials, products or services.
SAP uses divisions to determine the sales area and the business areas. A product or service is always assigned to just one division.
Example: 01
3. Click to enter general data about the customer.
Change Customer: General Data (Address)
4. Click .
Change Customer: Sales Area Data (Sales)
5. Click .
Change Customer: Sales Area Data (Partner functions)
6. As required, complete the following field:
Field Name R/O/C Description
PF R Type of customer.
Example: SH (ship-to) Number R Enter the ship-to customer number.
Example: 903566 7. Click to save changes to the customer master.
Customer Change: Initial Screen
The system displays the message, "Changes have been made.”
8. You have completed this transaction.
9. Click to exit this transaction.
Result
You have changed an existing customer master.
Comments None.
Create Vendor Master XK01
Purpose
Use this procedure to create a vendor master record.
Trigger
Perform this procedure when you have a new vendor you want to add to the system.
Prerequisites None.
Menu Path
Use the following menu path(s) to begin this transaction:
Select Logistics Materials Management Purchasing Master Data Vendor Central XK01 – Create to go to the Create Vendor: Initial Screen.
Transaction Code XK01 Helpful Hints
When entering a new customer’s name in the customer master, follow these guidelines:
Enter the customer name as it appears on their formal purchase order form or letterhead, using all capital letters.
Use alpha (A-Z) and numeric (0-9) characters only.
Special characters are not allowed (e.g., dashes, slashes).
Use one blank space in place of each special character.
Use ‘AND’ instead of ‘&’.
Use these abbreviations following the customer name when applicable:
Abbreviation Description
Procedure
1. Start the transaction using the menu path or transaction code.
Create Vendor: Initial Screen
2. As required, complete the following fields:
Do not enter anything in the Vendor field. SAP assigns the vendor number internally.
Field Name R/O/C Description
Company Code R Code representing an independent accounting unit. This is the lowest level at which legally required financial statements may be prepared.
Example: HES1 (Technicolor – Camarillo)
Purch. organization R A purchasing organization procures materials and services, negotiates conditions of purchase with vendors, and bears responsibility for such transactions.
Example: 7220 (Technicolor MRPA)
Account group R A collection of account properties, which determine the creation of master records. The account group determines the data that is relevant for the master record and a number range from which numbers are selected for the master records.
Example: Z725 (Third Party Vendors)
The list of valid account groups is contained in the table below:
Group Name
Z725 CSI Third Party Vendors Z726 CSI Intracompany
Z727 CSI Ship-To
Z728 CSI Intercompany
3. Click .
Create Vendor: Address
4. As required, complete the following fields:
Field Name R/O/C Description
Name R Identifies a specific vendor (either the full name of the vendor or the permitted/mandatory abbreviations).
Follow the guidelines in the Helpful Hints section to enter the customer’s name.
Example: ENTERTAINMENT VENDORS, INC.
Search term 1/2 R Searchable term describing the vendor.
In the first field, enter the vendor name without spaces.
Example: ENTERTAIN
Field Name R/O/C Description
Street/House number R Enter the street address and house number of the vendor.
Enter the house number in front of the street name and leave the second field blank.
Use these abbreviations following the street name when applicable: RR (railroad), RT (Route), ST (Street).
Example: 555 RODEO DRIVE Postal code/City R Enter the vendor’s zip code and city.
Example: 90210 BEVERLY HILLS Country R Sovereign domain such as Singapore.
Example: US
Region R Code identifying the state, county, or province where a vendor resides.
Example: CA
P. O. Box C Enter the vendor’s post office box number, if applicable.
Postal code C A code of letters and digits added to a postal address to aid in the sorting of mail; sometimes referred to as "zip code."
Enter postal code if P.O. Box was entered.
Telephone O Enter the vendor’s telephone number.
Enter the main building telephone number.
Example: 555-383-9931
Fax O Enter the vendor’s fax number.
Enter the main building fax number.
Example: 555-383-9935
5. Click in the Name section to expand the available lines.
Create Vendor: Address
6. Enter the customer’s store number in the 3rd line of the Name field.
7. Click to go to the next screen.
Create Vendor: Control
You do not need to enter any information on this screen.
8. Click to go to the next screen.
Create Vendor: Payment transactions
You do not need to enter any information on this screen.
9. Click to go to the next screen.
Create Vendor: Accounting information Accounting
You do not need to enter any information on this screen.
10. Click to go to the next screen.
Create Vendor: Payment transactions Accounting
You do not need to enter any information on this screen.
11. Click to go to the next screen.
Create Vendor: Correspondence Accounting
12. As required, complete the following fields:
Field Name R/O/C Description
Act.clk tel.no. O Account clerk’s telephone number.
Example: 800-980-1457 Clerk’s fax O Account clerk’s fax number.
Example: 800-980-1458 Clrk’s internet O Account clerk’s name.
Example: BARBARA JONES
13. Click to go to the next screen.
Create Vendor: Purchasing data
14. As required, complete the following fields:
Field Name R/O/C Description
Order currency O Currency the vendor uses.
Example: USD (US Dollar)
GR-based inv. verif. R Select this checkbox to specify that a provision has been made for goods-receipt-based invoice verification for a purchase order item.
AutoEvalGRSetmt
Del. R Select this checkbox to specify that evaluated receipt settlement (ERS) or the automatic generation of invoices according to an invoicing plan is possible in relation to materials supplied or services performed (respectively) with regard to this vendor.
AutoEvalGRSetmt Ret
R Select this checkbox to Indicate that automatic evaluated receipt settlement of return items is possible for this vendor.
Acknowledgement
reqd R Select this checkbox to ensure the purchasing document is acknowledged by the vendor.
Create Vendor: Partner functions
16. Review the partner functions and verify they are correct. Make sure there is a Partner Function and Number for VN (vendor), IP (invoice presented by), and GS (goods supplier).
17. Click to save the vendor master.
Create Vendor: Initial Screen
The system displays the message, “Vendor XXXX has been created for company code HES1 purchasing organization 7220.”
18. Click to exit.
19. You have completed this transaction.
Result
You have created a vendor master.
Comments None.
Display Vendor Master XK03
Purpose
Use this procedure to display a vendor master record.
Trigger
Perform this procedure before creating a new vendor to avoid creating a duplicate, or to view information on an existing vendor.
Prerequisites None.
Menu Path
Use the following menu path(s) to begin this transaction:
Select Logistics Materials Management Purchasing Master Data Vendor Central XK03 – Display to go to the Display Vendor: Initial Screen.
Transaction Code XK03 Helpful Hints
None.
Procedure
1. Start the transaction using the menu path or transaction code.
Display Vendor: Initial Screen
2. As required, complete the following fields:
Field Name R/O/C Description
Vendor R Business partner from whom materials or services can be procured, or partner to whom amounts are payable for goods delivered/ services performed.
Example: 70000379
Company Code R Code representing an independent accounting unit. This is the lowest level at which legally required financial statements may be prepared.
Example: HES1 (Technicolor – Camarillo)
Purch. Organization R A purchasing organization procures materials and services, negotiates conditions of purchase with vendors, and bears responsibility for such transactions.
Example: 7220 (Technicolor MRPA)
3. Select the following checkboxes:
Address
Correspondence
Purchasing
Partner Functions
4. Click .
Display Vendor: Address
5. As required, review the following fields:
Field Name R/O/C Description
Name R Identifies a specific vendor (either the full name of the vendor or the permitted/mandatory abbreviations).
Example: ENTERTAINMENT VENDORS, INC.
The 3rd line of the Name field contains the vendor’s store number.
Search term 1/2 R Searchable term describing the vendor.
Example: ENTERTAIN
Street/House number R The street address and house number of the vendor.
Example: 555 RODEO DRIVE Postal code/City R The vendor’s zip code and city.
Example: 90210 BEVERLY HILLS Country R Sovereign domain such as Singapore.
Example: US
Field Name R/O/C Description
Region R Code identifying the state, county, or province where a vendor resides.
Example: CA
P. O. Box C The vendor’s post office box number, if applicable.
Postal code C A code of letters and digits added to a postal address to aid in the sorting of mail; sometimes referred to as "zip code."
Telephone O The vendor’s telephone number.
Example: 555-383-9931
Fax O The customer’s fax number.
Example: 555-383-9935
6. Click to go to the next screen.
Display Vendor: Correspondence Accounting
7. As required, review the following fields:
Field Name R/O/C Description
Act.clk tel.no. O Account clerk’s telephone number.
Example: 800-980-1457 Clerk’s fax O Account clerk’s fax number.
Example: 800-980-1458 Clrk’s internet O Account clerk’s name.
Example: BARBARA JONES
8. Click to go to the next screen.
Display Vendor: Purchasing data
9. As required, review the following fields:
Field Name R/O/C Description
Order currency O Currency the vendor uses.
Example: USD (US Dollar)
GR-based inv. verif. R Specifies that a provision has been made for goods-receipt-based invoice verification for a purchase order item.
AutoEvalGRSetmt
Del. R Specifies that evaluated receipt settlement (ERS) or the automatic generation of invoices according to an invoicing plan is possible in relation to materials supplied or services performed (respectively) with regard to this vendor.
AutoEvalGRSetmt
Ret R Indicates that automatic evaluated receipt settlement of return items is possible for this vendor.
Acknowledgement
reqd R Ensures the purchasing document is acknowledged by the vendor.
10. Click to go to the next screen.
Display Vendor: Partner functions
11. Review the partner functions and verify they are correct. Make sure there is a Partner Function and Number for VN (vendor), IP (invoice presented by), and GS (goods supplier).
12. You have completed this transaction.
13. Click to exit.
Result
You have displayed an existing vendor master record.
Comments None.
Change Vendor Master XK02
Purpose
Use this procedure to change a vendor’s information.
Trigger
Perform this procedure when vendor’s record information needs to be changed.
Prerequisites None.
Menu Path
Use the following menu path(s) to begin this transaction:
Select the Logistics Materials Management Purchasing Master Data Vendor
Central Change to go to the Change Vendor: Initial Screen.
Transaction Code XK02 Helpful Hints
Please refer to work instruction XK01 – Create Vendor Master for more information on the fields you can change/complete.
Procedure
The screens within this transaction refer to vendors as Vendors. Therefore, any field labeled Vendor within the transaction is actually referring to a vendor. Thus, the changed information will update a vendor master reference record that defines the brand name of the product required in a design.
1. Start the transaction using the menu path or transaction code.
Change Vendor: Initial Screen
2. As required, complete the following field:
Field Name R/O/C Description
Vendor R Business partner from whom materials or services can be procured, or partner to whom amounts are payable for goods delivered/ services performed. Examples of such
services/goods include:Goods acquired; Business services received;The transfer of a right.
Example: 70000191
3. Select the checkboxes of the areas to which you want to make changes.
4. Click .
Change Vendor: Address
5. As required, make the necessary changes. Please refer to work instruction XK01 – Create Vendor Master for more information on the available fields for change.
6. Once you complete the edits, click to save the changes.
The system displays the message, "Changes have been made."
7. You have completed this transaction.
8. Click to exit the transaction.
Result
You have changed a vendor’s information in SAP/CSI.
Comments
The vendor’s master record resides in the purchasing view but is not the vendor source.
Glossary
SAP Modules MM: Material Mgmt SD: Sales & Distribution PP: Production Planning
AcceleratedSAP (ASAP): implementation methodology, which seeks to standardize and expedite a typical SAP R/3 implementation.
Advanced Business Application Programming (ABAP): set of 4th generation development tools to facilitate implementation of client/server applications, enhance delivered apps or modify standard SAP modules.
Application Link Enabling (ALE): supports multiple distributed R/3 systems that could be installed in separate physical locations.
application modules: programs that support all of a company’s business transactions and are integrated interactively to share related data.
application server: centralized or department server that has several or all the application modules installed and support several user workstations. It may also serve as a print spooler or gateway for communication between other servers.
Available To Promise (ATP)
Basis System: guarantees all application modules are integrated and platform independent.
Includes client/server architecture, application architecture and system communications.
Bill of Material (BOM)
Business Application Programming Interfaces (BAPI): language-independent interfaces to provide stable, standardized method for third-party applications and the SAP modules to integrate.
Business Framework: the future strategic direction for the R/3 products, which allows for dynamic reconfiguration, reduced time for employment, etc.
Client: A logical grouping of legal, organizational, geographic, business, and/or administrative units. The highest organizational unit
Client/server architecture: principle of distributed processing that utilizes presentation, application and database servers.
Company Code: A legally independent unit within a client that prepares its own balance sheet.
The central organizational unit in financial accounting
Database server: central computer primarily responsible for all database exchanges.
Electronic Data Interchange (EDI): used to communicate with business partners such as vendors, customers, banks, etc. See IDOC.
Graphical User Interface (GUI)
Intermediate Document (IDOC): temporary structures for EDI interfaces prior to conversion to EDI message to be sent to and from an external business partner.
Implementation Guide (IMG): an interactive model to help map business requirements to specific needs, handles automatic creation of recommendations for organizing and implementing the project.
Just-In-Time (JIT): see Kanban
Kanban: from the Japanese term for cards used in controlling inventory. Supports just-in-time or small inventories. There are no safety stock levels.
Logistics (LO): tools and reports to analyze/manage the status, and make forecasts about, the supply chain. Includes engineering change management, environment, health and safety, forecasting, etc.
Material Management (MM): supports procurement and inventory functions for day-to-day business including inventory management, vendor evaluation, warehouse management, invoice verification, etc. Activities that center around a "plant" or other physical location.
Material Requirement Planning (MRP): plan and control inventory.
Matchcode: When entering data, you may not know a field value and will need a list of values or a matchcode to assist you. A matchcode is a tool used in searching for data
not need to enter information in every search term. Each matchcode has its own matchcode ID.
Object Linking and Embedding (OLE): provides integration of various personal computer products such as MS Word, Excel and Access.
Plant: An operating unit concerned with production and planning or a combination of locations with material stocks. The central organizational unit in materials management
Presentation server: individual workstation or personal computer that displays (presents) the icon or graphical user interface (GUI) for logging onto the R/3 system.
Operating systems supported include Windows, WIN NT, OSF/Motif, OS/2, PM and Macintosh.
Production Planning (PP): supports manufacturing activities such as repetitive manufacturing, work centers, routing, bills of material (BOM), sales and operations planning (SOP), Kanban, production orders, etc.
Purchase Order (PO)
Purchasing Organization: Organizational unit that procures material or services and negotiates purchasing conditions with vendors. Responsible for procuring materials and services for its assigned plants. Uniquely allocated to one company code
Purchasing Group: Individual or group of buyers responsible for operational tasks for a specific range of materials
SAP R/3: open client/server software system designed to manage business information needs of a company. The "R" in R/3 stands for real time. SAP stands for Systems, Applications and Products in Data Processing. The R/2 system supported mainframe applications.
SAPPHIRE: SAP Perennial Highly Integrated R/2-R/3 Exchange: forum for SAP North American customers, partners and SAP personnel to exchange experiences and
participate in educational programs.
Storage Location: The total of all storage bins in a plant that are managed together. May be a warehouse, storeroom, or a specific location within a warehouse or storeroom.