Beginner doubts in XD01

[Former Member]

Hi All,

I am newbie to SD & I am trying to create my first customer master record using Xd01.

In XD01>Sales area data>partner functions, when clicked F4 help 'No possible entries exist for this field'

Where should I maintain partner functions?

'Company Code Data' tab in Xd01 was greyed out.I was not able to give any input values.What shld I do?

In 'salesarea data >shipping>'Transportation zone' what values should be given??

Inputs are appreciated.

Thanks,

Priya

[Former Member · Accepted solution]

Hi Priya

in customer master company code data section greyout , you have to go OBD2 Account Group Define thier see the company code data field first.

Transportation Zone in Xdo1 General Data Section the value of filed is one of the prerequisit for define Route.So that you choose any option noproblem that will reflct in Shipping Tab in Customer Master.

Thanks

narayan

[Former Member · Accepted solution]

inputs are appreciated.

Edited by: Priya V on Feb 13, 2008 4:15 PM

[Former Member]

hi,

its also a good idea to go through the documentation once. pl check this,

[help|http://help.sap.com/saphelp_47x200/helpdata/en/dd/55f46c545a11d1a7020000e829fd11/content.htm]

regards

sadhu kishore

[Former Member]

2.1.2 Process to Create Customer Master

2.1.2.1 Initial Screen of Customer Master Maintainance

Use

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)

Procedure

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

Transaction Code : 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

2.1.2.2 General Data of Customer Master Maintenance

Use

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.

Procedure

Fields to be maintained are as under:

ADDRESS

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

Control Data

Field - Functionality

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

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

The above is for Illustration purpose. Please ensure to maintain the fields required.

2.1.2.3 Company Code Data of Customer Master Maintenance

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:

Account Management

Field - Functionality

Recon. Account - Take a drop down (Mandatory)

Payment Transaction

Field - Functionality

Terms of payment - Take a drop down.

The above is for Illustration purpose. Please ensure to maintain the fields required.

2.1.2.4 Sales Area Data of Customer Master Maintenance

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:

Sales

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.

Shipping

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.

Billing

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.

Save the Customer Master Data. Partner Function will be automatically determined.

The above is for Illustration purpose. Please ensure to maintain the fields required.

Regards,

Rajesh Banka

Reward points if helpful

[Former Member]

Hi Priya,

I) T.code VOPA is used to maintain parter function at different levels i.e.

Customer master

Sales document header

Sales document item

Delivery

Transport

Billing header

Billing item

Sales activities

a) Here in this screen of VOPA select the customer master radio button and click on the tab partner functions

b) Then create SP, SH, BP and PY.

c) Creat new partner procedure if you and Assign the above created partner functions to Partner procedure

d) Finally assign the partner proceduer to account group .

II) Please enter the company code number in the initial screen of XD01 to view the company code tab in change mode.

III) In 'salesarea data >shipping>'Transportation zone' maintain the good receipt zone of the customer, this is also used during route determination.

Kindly Reward point if usefull.

Regards

vK

[Former Member]

Thankyou very much Vamshi/Narayan.

Got anonther doubt now..

In 'General data--> unloading points', I gave value to unloading point (xxx),selected a calender key ,customer calender .Now if I click Receiving Point and give a receiving point name and try to select the unloading point(xxx) from F4 value.A error is thrown - 'Unloading point xxx not assigned to goods recipeint'.

What should be done?

Thanks,

Priya

Edited by: Priya V on Feb 13, 2008 4:16 PM

[Former Member]

Hi priya,

you can directly assign recieving point and unloading point, there is no assignment mainatined any where, kindly check it once again.

kindly Reward points if usefull.

Regards

vK