business process procedures - sap service …sapidp/... · web viewin this activity, you create the...

EHP3 for SAP CRM 7.0

EHP7 for SAP ERP 6.0

SAP Convergent Charging 4.0

January 2015

English

Create Customer Master (155.117)

SAP SEDietmar-Hopp-Allee 1669190 WalldorfGermany

Master Data Procedure

SAP Best Practices Create Customer Master (155.117): MDP

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Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type Style Description

Example textExample text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example textExample text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names, program names, Transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example textExample text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXTEXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2F2) or the ENTERENTER key.

Example textExample text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text><Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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Contents

1 Purpose.................................................................................................................................. 5

2 Prerequisites.......................................................................................................................... 5

2.1 Roles............................................................................................................................... 5

2.1.1 CRM Roles...............................................................................................................5

2.1.2 ERP Roles................................................................................................................5

2.2 Preliminary Steps............................................................................................................5

2.2.1 Creating an Employee Business Partner for Your User...........................................5

2.2.2 Assigning the Employee Business Partner to a Position..........................................6

3 Scenario................................................................................................................................. 7

3.1 Creating Customer Master from ERP..............................................................................7

3.2 Creating Customer Master from CRM.............................................................................9

3.2.1 Creating Business Partner.......................................................................................9

3.2.2 Creating Company Code Data...............................................................................11

3.2.3 Assigning Delivering Plant......................................................................................12

4 Appendix.............................................................................................................................. 13

4.1 Complementary Process Steps.....................................................................................13

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Create Customer Master

1 PurposeIn this document, you identify new customers and create customer masters for them.

2 Prerequisites

2.1 Roles2.1.1 CRM RolesThe following roles must have been created in order to test this scope item using the SAP CRM WebClient UI. The roles in this Business Process Documentation need to be assigned to the positions in the organization.

Business Role Bus. Role ID Position

Solution Sales Professional SOL_SALES Solution Sales Professional

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2.1.2 ERP RolesThe following role must have already been installed to test this scope item in the SAP NetWeaver Business Client (NWBC). You only need this role if you are using the NWBC interface. You do not need this role if you are using the SAP CRM WebClient UI.

Business Role Technical Name Process Step

Standard role for Flexible Solution Billing

Y6_SOIN_SOLSALES Creating Business Partner

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2.2 Preliminary StepsThe preliminary steps are necessary in order for you to process the steps in SAP CRM WebClient UI.

2.2.1 Creating an Employee Business Partner for Your User

UseIn this step you create an employee business partner for your user.

Procedure1. Access the transaction using the following navigation path in SAP CRM:

Transaction code BP

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2. On the On the Maintain Business PartnerMaintain Business Partner screen, choose screen, choose Create PersonCreate Person..

3. On the Create Person screen, choose Grouping YN03 Employee.

4. In the field of Create in BP role, choose BUP003 Employee.

5. Confirm popup up dialog Change to another BP role in create mode with Create.

6. Choose the Address tab page and make the following data:

Field name Description User action and values Comment

First name <your First name>

Last name <your Last name>

Country <Country>

Region <Region>

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7. Choose Enter. The Time zone and Tax Jurisdiction (where applicable) will be filled automatically.

8. Choose Identification tab page and make the following data:


User Name <your logon User Name>

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9. Choose Save.

ResultYou have You have created an employee business partner and assigned with your user name.created an employee business partner and assigned with your user name.

2.2.2 Assigning the Employee Business Partner to a Position

UseIn this step, assign your created employee business partner to a position.

Procedure1. Access the transaction using one of the following navigation options in SAP CRM:

Transaction code PPOMA_CRM

SAP CRM IMG menu Customer Relationship Management Master Data Organizational Management Organizational Model Change Organizational Model

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2. On the On the General Attribute (CRM) ChangeGeneral Attribute (CRM) Change screen, choose screen, choose Search TermSearch Term for for PositionPosition in the in the FFind byind by area. area.

3. In the Find Position dialog box, enter Solution Sales Professional in the field of With name.

4. Choose Find (Enter).

5. Double click the find result Solution Sales Professional in the Hit list.

6. Choose Solution Sales Professional in the Assignment Plan (CRM) area and right click to choose Assign.

7. Choose Owner/Business partner in the Choose Relationship dialog box.

8. Choose Continue (Enter).

9. In the Business partner (X) dialog box, enter the following data and choose Start Search.


Name1/last name <your Last name>

Name 2/First name <your First name>

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10. In the Business partner (X) 1 Entry found dialog box, choose the found result and choose Copy.

11. Choose Save.

ResultYour created employee business partner has been assigned to the position Your created employee business partner has been assigned to the position Solution Sales Professional. You can run through this scope item now.. You can run through this scope item now.

3 Scenario

There are two alternatives to create new customer master in this solution package:

A) To create the customer master from SAP ERP SD, process the step Creating Customer Master from ERP.

B) To create the customer master from SAP CRM, process the step Creating Customer Master from CRM.

3.1 Creating Customer Master from ERP

UseIn this activity, you create the customer master in Sales and Distribution application (SAP ERP SD). Customer master data is created in sales area and in company code, and provides all relevant information for sales processing and accounts receivable processing.

Procedure1. Access the transaction choosing one of the following navigation options in SAP ERP:

SAP ECC menu Logistics Logistics Sales and Distribution Sales and Distribution Master Data Master Data Business Business Partner Partner Customer Customer Create Create CompleteComplete

Transaction code XD01XD01

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2. On the On the Customer Create: Initial ScreenCustomer Create: Initial Screen, make the following entries:, make the following entries:


Account groupAccount group <account group> Choose an account group with direction replicating from ERP to CRM.

Do not use Y6CB which is for the direction from CRM to ERP.

CustomerCustomer <customer number> Only required when the account group is external number assigned

Company codeCompany code <the company code>

Sales OrganizationSales Organization <the sales organization>

Distribution ChannelDistribution Channel <the distribution channel>

DivisionDivision <the division>

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3. Choose Continue (EnterEnter)).

4. On the Create Customer: General Data Create Customer: General Data screenscreen, make the following entries:


TitleTitle See the bulb note below

NameName <name>

Search term 1/2Search term 1/2 <search team>

Street/House numberStreet/House number <street>/<house number>

Postal Code/CityPostal Code/City <postal code>/<city>

CountryCountry <country>

RegionRegion <region>

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By default with no entry in field Title the customer will be created as Organization business partner. If you choose title “Mr.” or “Ms.”, the customer will be created as Person. If you choose title “Mr. and Mrs.”, the customer will be created as Group.

For B2B demo, please leave this field empty or choose “Company”.

5. Choose EnterEnter. The Time Zone is determined.

6. Choose More fields in the section Street Address. Then make the following entries:


Tax JurisdictnTax Jurisdictn <Tax Jurisdictn>Tax Jurisdictn> Only required if tax jurisdiction applies in your case.

Transportation zoneTransportation zone <Transportation zoneTransportation zone>

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7. On the Control Data tab, enter relevant tax information for the customer. For example, for a Germany customer enter VAT Reg. No. DE123456789 (example only).

By default, if the business partner has a VAT registration number within a country of the European Union, the business relation is set as B2B (business-to-business) in SAP Convergent Charging. Otherwise it is set as B2C (business-to-consumer). For other case to set B2B, please see event 5706 in Contract Accounts Receivable and Payable.

For B2B demo, pleas enter the VAT registration number for EU country.

8. Choose Company Code Data.

9. On the Create Customer: Create Customer: Company Code Data screen, screen, Account ManagementAccount Management tab, tab, make the following entries:


Recon. accountRecon. account <reconciliation account>

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10. Choose Choose Sales Area DataSales Area Data..

11. On the Create Customer: Create Customer: Sales Area Data screen, screen, SalesSales tab, tab, make the following entries:


CurrencyCurrency <currency>

Cust.pric.proc.Cust.pric.proc. 6 SSB standard

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12. On the On the ShippingShipping tab, tab, make the following entries: make the following entries:


Shipping conditionsShipping conditions <shipping condition>

Delivering PlantDelivering Plant <plant>

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13. On the On the Billing DocumentsBilling Documents tab,tab, make the following entries: make the following entries:


IncotermsIncoterms <incoterms 1>/<incoterms 2>

Terms of paymentTerms of payment <payment term>

Acct assgmt groupAcct assgmt group <account assignment group>

Tax classificationTax classification <tax classification>

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14. Make other required entries that are defined in your configuration.Make other required entries that are defined in your configuration.

15. Choose Save.

Result The Customer is created in SAP ERP SD and is replicated to Contract Partner in SAP ERP and The Customer is created in SAP ERP SD and is replicated to Contract Partner in SAP ERP and replicated to SAP CRM and SAP replicated to SAP CRM and SAP Convergent ChargingConvergent Charging.. In SAP ERP, check In SAP ERP, check the replicated the replicated Contract Partner via using transaction FPP3 or BP. In SAP CRM, check the Contract Partner via using transaction FPP3 or BP. In SAP CRM, check the replicated replicated BusinessBusiness PPartner via using transaction artner via using transaction BPBP.. In SAP Convergent Charging, check In SAP Convergent Charging, check the the replicated replicated Subscriber Account via using Core tool with the menu: via using Core tool with the menu: File Open Subscriber Account. In the Subscriber Account, also check the External Account created with the same number.

3.2 Creating Customer Master from CRM3.2.1 Creating Business Partner

UseIn this activity, you create the business partner in SAP CRM. Business Partner is created in sales area and provides all relevant information for sales processing.

Procedure1. Access the transaction using one of the following navigation options:

Option 1: SAP CRM Graphical User Interface (SAP GUI)

Transaction code CRM_UI

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Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

Business role Standard role for Flexible Solution Billing

(Y6_SOIN_SOLSALES)

Business role menu Solution Sales Solution Sales

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2. If the Logon screen appears, logon with your user and password.

3. If the Select a business role view appear, choose business role SOL_SALES.

4. From the navigation bar, choose Accounts. In the Create block choose Corporate Account.

5. On the Corporate Account: New screen, make the following entries:


Name 1Name 1 <name>

Search TermSearch Term <search term>

Street/House Number <street>/<house number>

Postal Code/City <postal code>/<city>

CountryCountry <country>

RegionRegion <region>

LanguageLanguage EN

Transportation ZoneTransportation Zone <Transportation zoneTransportation zone>

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6. Choose Choose EnterEnter..

7. In the Roles assignment block, select role CRM000 Sold-To Party.

8. In the Sales Area Data assignment block, choose New.

9. On the Corporate Account: New - Sales Area Data screen, use F4 and choose the following sales area:

Sales Organization Distribution Channel Division

O2C Sales Organization O2C Distribution Channel O2C Division

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10. Then make the following entries:


ShippingShipping section section

Incoterms 1Incoterms 1 <incoterms 1>

Incoterms 2Incoterms 2 <incoterms 2>

Shipping Conditions <shipping condition>

Billing section

Customer Pricing Customer Pricing ProcedureProcedure

6 SSB Standard

CurrencyCurrency <currency>

Terms of PaymentTerms of Payment <payment term>

Account Assignment Account Assignment GroupGroup

<account assignment group>

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11. Make other required entries if necessary. Then choose Make other required entries if necessary. Then choose BackBack..

12. In the Tax Numbers assignment block, make the following entries if necessary:


Category IDCategory ID <category ID> example only for Germany: DE0 (Germany VAT registration number)

Tax NumberTax Number <tax number> example only for Germany: DE123456789

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By default, if the business partner has a VAT registration number within a country of the European Union, the business relation is set as B2B (business-to-business) in SAP Convergent Charging. Otherwise it is set as B2C (business-to-consumer). For other case to set B2B, please see event 5706 in Contract Accounts Receivable and Payable.

For B2B demo, pleas enter the VAT registration number for EU country.

13. In the Tax Classification assignment block, use F4 and choose the following entries:

Country ID Region ID Tax Type ID Tax Group ID

<country> <region> <tax type> <tax group>

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14. Make other required entries that are defined in your configuration.

15. Choose Save.

ResultThe Business Partner is created in SAP CRM and is replicated to SAP ERP and SAP The Business Partner is created in SAP CRM and is replicated to SAP ERP and SAP Convergent ChargingConvergent Charging.. In SAP ERP, check In SAP ERP, check the replicated Customer via using transaction XD03, the replicated Customer via using transaction XD03, check the check the replicated replicated ContractContract PPartner via using transaction FPP3artner via using transaction FPP3 or BP or BP.. In SAP Convergent In SAP Convergent Charging, check Charging, check the the replicated replicated Subscriber Account via using Core tool with the menu: via using Core tool with the menu: File Open Subscriber Account. In the Subscriber Account, also check the External Account created with the same number.

3.2.2 Creating Company Code Data

UseIn this activity, you create the Customer in company code for accounts receivable processing.

Procedure1. Access the transaction choosing one of the following navigation options:

SAP ECC menu Accounting Accounting Financial Accounting Financial Accounting Accounts Receivable Accounts Receivable Master Records Master Records CreateCreate

Transaction code FD01FD01

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2. On the On the Customer Create: Initial ScreenCustomer Create: Initial Screen, make the following entries:, make the following entries:


Account groupAccount group Y6CB The Customer replicated from CRM was created in account group Y6CB

CustomerCustomer <customer number>

Company codeCompany code <the company code>

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3. Choose Continue (EnterEnter)).

4. On the Create Customer: Create Customer: Company Code Data screen, screen, Account ManagementAccount Management tab, tab, make the following entries:


Recon. accountRecon. account <reconciliation account>

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5. Make other required entries that are defined in your configuration.Make other required entries that are defined in your configuration.

6. Choose Save.

ResultThe company code data is created for the customer.The company code data is created for the customer.

3.2.3 Assigning Delivering Plant

UseIf you make change of Material in SAP CRM, the information of delivering plant for the material will be lost in SAP ERP. In order to avoid error of missing plant during follow-up test, we assign the plant in the Customer master data in ERP.

Procedure1. Access the transaction using one of the following navigation options in SAP ERP:

SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics Logistics Sales and Distribution Sales and Distribution Master Data Master Data Business Business Partner Partner Customer Customer Change Change Sales and DistributionSales and Distribution

Transaction code VD02VD02

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2. On the On the Customer Change: Initial ScreenCustomer Change: Initial Screen, make the following entries:, make the following entries:


CustomerCustomer <the customer>

Sales OrganizationSales Organization <the sales organization>

Distribution Distribution ChannelChannel

<the distribution channel>

DivisionDivision <the division>

3. Choose EnterEnter.

4. If you are not in the Change Customer: Change Customer: Sales Area Data screen screen, choose Sales Area Data.

5. On the Change Customer: Change Customer: Sales Area Data screen, screen, ShippingShipping tab, tab, make the following entries:


Delivering PlantDelivering Plant <plant>

6. Choose Choose SaveSave..

ResultThe customer master is assigned with the delivering plant.The customer master is assigned with the delivering plant.

4 Appendix

4.1 Complementary Process StepsListed below are selected steps that enable you to reverse or display some of the activities described in this document.

Create Customer MasterTransaction code ( SAP GUI) XD01

Reversal: Flag Customer Master for Deletion

Transaction code ( SAP GUI) XD06

Comment Customer will be deleted during the next archiving run.

Display: Display Customer Master

Transaction Code (SAP GUI) XD03XD03

Comment

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