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Extend the Customer Master to Finance

Dear Friends,

Just need to check with you.. Sales has created the Sales Area and General Data of the Customer Master and we now want to extend the same to FI, by maintaining the Company Code Data. Which T Code to use for the same, we tried using FD02 but we get the message the Customer is not created yet.

Any help would be highly appreciated.

Thanks!

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    author's profile photo Former Member
    Former Member
    Posted on Jan 10, 2014 at 05:02 AM

    Hi Raajive,

    Please use Tcode FD01 or XD01 and give these details Sales Organization,Distribution Channel,Division while creating cutomer at company code ,

    In your case customer is not yet created at company code level.

    the tcode FD02 is used to do changes in existing cutomer master record.

    Br,

    Sachin Patil

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  • Posted on Jan 10, 2014 at 04:57 AM

    Hi raajive,

    There are three categories of data maintained in a typical master record for a customer:

    General Data

    Company Code Data

    Sales Area Data (for customers)/Purchasing Organization Data (for vendors)

    General Data includes general information such as account number, name, telephone, bank

    information, trading partner, vendor (if the customer is also a vendor), group key, bank key, bank

    account, alternate payee, etc., which are common to all the Company Codes using this master.

    Company Code Data comprises terms of payment, payment methods, tolerance group, clearing

    with vendor, dunning data (dunning procedure, dunning recipient, dunning block, dunning clerk,

    etc.), reconciliation account, sort key, sales area (purchasing organization in the case of vendor

    master), head office, etc. Except for sales (purchasing) related information, all other details are

    usually maintained for the finance people who can also access the sales data when the master is

    maintained ‘centrally.’

    Sales Area Data in the Company Code area of a Customer master record contains the following:

    Order-related data (sales district, sales office, sales group, customer group, etc.)

    Price-related data (pricing group, pricing procedure, etc.)

    Shipping data (shipping strategy, delivery priority, etc.)

    Billing data (payment terms (different from the payment terms maintained at the

    Company Code level), account assignment group, etc.)

    Purchasing Organization Data in the Company Code area of a Vendor master record contains

    the following:

    Conditions (order currency, payment terms, Incoterms, minimum order value, etc.)

    Sales data (a/c with Vendor)

    Control data (as in the screen shot below)

    During creation of a master record, the system checks for ‘duplicates’ for the same customer

    which is achieved by the system through the ‘Search-Id’ (Match Code) configured on the

    customer’s address information.

    As in the case of the GL account master record, the creation of the customer/ vendor master

    record is also controlled by the ‘Account Group,’ which is called ‘Customer Account

    Group/Vendor Account Group’ (CPD/CPDL/KREDI/LIEF) and controls the numbering of

    customer/vendor master records, field status, whether an account is a regular one or a ‘One-

    Time’ account,

    T CODES,

    Create FD01 FK01 XD01 XK01

    Change FD02 FK02 XD02 XK02

    Display FD03 FK03 XD03 XK03

    Block/Unblock FD05 FK05 XD05 XK05

    Mark for Deletion FD06 FK06 XD06 XK06

    Thanks,

    G Rajendhar.

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  • Posted on Jan 10, 2014 at 05:57 AM

    Hi Raajive,

    Try with XD02, click on company code data tab.

    Regards,

    Kalim

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