Customer hierarchy

[Former Member]

Hi All,

I have 10 customers and 5 different sales areas. How can I assign this? Do I have to do it for 50 times?

Regards

Rajesh

[Former Member]

Foe Extending Customer, you can create customer with reference to same customer, but for other Sales Area.

Regards,

Rajesh Banka

Reward points if helpful.

[Former Member]

Hi Rajesh,

You dont have to create and enter all details every time. You can create one customer and extend him to 5 sales areas. This way you wouldnt have to enter all details every time. To extend a customer to different sales areas use [XD01].

Regards

Nadarajah Pratheb

[Former Member]

Please correct my understanding:

You want to create 10 customer & maintain them for 5 Sales Area each. If yes,

You require to create 10 Customer for one sales area & then extend the customers to other relevant sales area.

<b>2.1.2 Process to Create Customer Master

2.1.2.1 Initial Screen of Customer Master Maintainance</b>

<i>Use</i>

The purpose of this activity is to maintain Customer Master Data. Customer Master Can be created for Sales & Distribution, in which it will be possible to maintain General Data Tab & Sales Area Tab. Alternatively it is also possible to maintain Complete / FI, in which it is possible to maintain General Data, Company Code Data & Sales Area Data (Complete) or General Data & Company Code (F1)

<i>Procedure</i>

Access the activity using one of the following navigation options:

SAP Easy Access > Logistics > Sales and Distribution > Master Data > Business Partner > Customer > Create > Sales and Distribution / Complete

<i>Transaction Code</i> : VD01 / XD01

Fields to be maintained in Initial Screen (referring Complete):

Field - Functionality

Account Group - Take a drop down & select appropriate Account Group

Customer Enter manually

Company Code - Take a drop down

Sales Organization - Take a drop down

Distribution Channel - Take a drop down

Division - Take a drop down

A Customer can be created with reference to an existing Customer & necessary data can be changed.

Reference

Field - Functionality

Customer - Enter manually

Company Code - Take a drop down

Sales Organization - Take a drop down

Distribution Channel - Take a drop down

Division - Take a drop down

<b>2.1.2.2 General Data of Customer Master Maintenance</b>

<i>Use</i>

The purpose of this activity is to maintain General Data. General Data is applicable to the customer centrally. Incase of extending Customer to another Sales Area, General data will remain the same.

<i>Procedure</i>

Fields to be maintained are as under:

<u>ADDRESS</u>

Field - Functionality

Title - Take a drop down

Name - Enter manually

Search Term - Enter Manually (Optional)

Street - Enter Manually (Optional)

House No - Enter Manually (Optional)

Postal Code - Enter manually

City - Enter manually

Country - Take a drop down

Region - Take a drop down

<u>Control Data</u>

Field - Functionality

Vendor - Enter Manually (Optional) – To establish Customer Vendor Relationship.

Trading Partner - To be maintained incase of Inter-company Customer,

<i>The above is for Illustration purpose. Please ensure to maintain the fields required.</i>

<b>2.1.2.3 Company Code Data of Customer Master Maintenance</b>

<i>Use</i>

The purpose of this activity is to maintain Company Code Data. This is maintained by an FI person.

<i>Procedure</i>

Fields to be maintained are as under:

<u>Account Management</u>

Field - Functionality

Recon. Account - Take a drop down (Mandatory)

<u>Payment Transaction</u>

Field - Functionality

Terms of payment - Take a drop down.

<i>The above is for Illustration purpose. Please ensure to maintain the fields required</i>.

<b>2.1.2.4 Sales Area Data of Customer Master Maintenance</b>

Use

The purpose of this activity is to maintain Company Code Data. This is maintained by an FI person.

Procedure

Fields to be maintained are as under:

<u>Sales</u>

Field- Functionality

Sales Office - Take a drop down & maintain the appropriate SBU

Currency - Maintain the local / export currency.

Exch. Rate Type- Maintain ‘M’, incase of export / inter-company(if required) only.

Cust. Pric. Proc -This is maintained to pick the pricing procedure in Sales Order & Billing Document. It should always be maintained.

Customer Stat. Gr - This is recommended to be maintained to enable the data to flow to SAP standard report.

<u>Shipping</u>

Field -Functionality

Delivery Priority - Take a drop down & maintain the appropriate for Delivery purpose.

Order Combination - Maintain the tick

Shipping Condition -Take a drop down & maintain the appropriate for Delivery purpose.

Delivery Plant - Take a drop down & maintain the appropriate Plant.

<u>Billing</u>

Field - Functionality

Incoterm - Take a drop down & select. Maintain the Description manually.

Terms of payments -Take a drop down & select.

Account assignment Group -Take a drop down & maintain the appropriate. This is very important to be maintained, else it will give an error to release the billing document to accounting.

Tax - Take a drop down & select ‘0’ or appropriate.

<i>The above is for Illustration purpose. Please ensure to maintain the fields required</i>.

<b>2.1.3 Process to Change Customer Master

2.1.3.1 Initial Screen of Customer Master Maintainance</b>

<i>Use</i>

The purpose of this activity is to change Customer Master Data. Customer Master Can be changed for Sales & Distribution, in which it will be possible to maintain General Data Tab & Sales Area Tab. Alternatively it is also possible to changed Complete / FI, in which it is possible to maintain General Data, Company Code Data & Sales Area Data (Complete) or General Data & Company Code (F1)

<i>Procedure</i>

Access the activity using one of the following navigation options:

SAP Easy Access > Logistics > Sales and Distribution > Master Data > Business Partner > Customer > Create > Sales and Distribution / Complete

<i>Transaction Code</i> : VD02 / XD02 (Change)

<i>Transaction Code</i>: VD03 / XD03 (Display only)

<u>Initial Screen:</u>

Reference

Field - Functionality

Customer Enter manually

Company Code - Ref:Company Code

Sales Organization - Ref:Sales Organization

Distribution Channel - Ref:Dist. Channel

Division - Ref:Division

<b>2.1.3.2 General Data of Customer Master Maintenance</b>

<i>Use</i>

The purpose of this activity is to Change General Data. General Data is applicable to the customer centrally. Incase of change of address, the change will be applicable to subsequent documents & not those, which are already created.

<i>Procedure</i>

Fields to be maintained are as under:

<u>ADDRESS</u>

Field - Functionality

Title - Default

Name - Default

Search Term - Default

Street - Default

House No - Default

Postal Code - Default

City - Default

Country - Default

Region - Default

<u>Control Data</u>

Field - Functionality

Vendor - Default

Trading Partner - Default

<i>The above is for Illustration purpose.</i>

<b>2.1.3.3 Company Code Data of Customer Master Maintenance</b>

<i>Use</i>

The purpose of this activity is to maintain Company Code Data. This is maintained by an FI person.

<i>Procedure</i>

Fields to be maintained are as under:

<u>Account Management</u>

Field - Functionality

Recon. Account - Default

<u>Payment Transaction</u>

Field - Functionality

Terms of payment - Default

<i>The above is for Illustration purpose.</i>

<b>2.1.3.4 Sale Area Data of Customer Master Maintenance</b>

<i>Use</i>

The purpose of this activity is to change Company Code Data.

<i>Procedure</i>

Fields to be maintained are as under:

<u>Sales</u>

Field - Functionality

Sales Office - Default

Currency - Default

Exch. Rate Type - Default

Cust. Pric. Proc - Default

Customer Stat. Gr - Default

<u>Shipping</u>

Field - Functionality

Delivery Priority - Default

Order Combination - Default

Shipping Condition - Default

Delivery Plant - Default

<u>Billing</u>

Field - Functionality

Incoterm - Default

Terms of payments - Default

Account assignment Group - Default. This is very important to be maintained, else it will give an error to release the billing document to accounting.

Tax - Default

<i>The above is for Illustration purpose.</i>

Regards,

Rajesh Banka

Reward points if helpful.

[Former Member]

I am sorry, I might have not put the question properly.

The question is: I am planning to build a hierarchy for a customer. I have 5 customers who are at highest node. Each customer have 3 customers i.e customers at the lowest level. I have 6 sales areas. If the customer at the high node is existing in this 6 different sales areas. How can I build the hierarchy for this 5 customers? Do I have to do it for each sales area separately?

I guess, this time I am more clear..If not please do let me know,

Regards

Rajesh Parthipally