Customer Master Approval Process

[Former Member]

Hi Guys,

Is there any ways that we can approve the customer master once after it's created and only when it's approved then only only it can be used for transaction purpose. Also Please highlight on the t-codes fd08 & fd09

[eduardo_hinojosa]

Hi D V:

One idea:

Set configurations in credit managament and avoid that nobody can create SO or deliveries withouth data in FD32. Set authorizations in populating data in FD32 as it'd be an approval of this customer.

I hope this helps you

Regards

Eduardo

[Former Member]

Hi,

For this process to work out,first thing is as and when we create a customer by using XD01 T.Code,an order block should be set for this.

The can be viewed/removed by using XD05 T.Code.The transaction code will be used for setting of block also.But in our case it should be done automatically as when customer is reated.For this we have to go for a Z program which will set the block automatically.For this program we have to approach our ABAPer.

Second one is "Who has to release this block?".

To answer this question,first with the help of our BASIS people we should remove authorisation to remove this block for all users.

Next to release this block we have to use Workflow.

So that only the specified users can remove this block.

Regards,

Krishna.

[Former Member]

Hi ,

You have to follow the WORK FLOW for the Approval process.

Block the Customer in Transaction code XD05 and restrict the access to this transaction for users.

When ever you want to use this customer, then using workflow send a note to the concerned person who can release the block and use

FD08

It is a Customer master transaction used for Accounting, if we want to change the Accounting aspects in FI for the customer individually we use this.

FD09

It is for the list of customer to change accounting aspects

thanks,

santosh

[Former Member]

HI,

After creation of Customer go to transaction code XD05 and select the check box posting block all company codes then system coesnt allows you create any trasactional data to the customer once approval is ccompleted then release the block and do the transactions for the customer.

regards,

kishore.

[Former Member]

D V,

We have an include to update order, delivery and posting block automatically when new customer account gets created using 'XD01 or VD01' transaction. Then only certain users are given access to remove these blocks which is considered as approval to do business with new customer account.

[Former Member]

Hi!

Is the "include" that you're talking about a customized program? we currently have a requirement that newly created customers should be automatically have order block.