Creating Vendors and Customers (SAP Library - Vehicle Management System (IS-A-VMS))

Creating Vendors and Customers

Use

The customer is the business partner to whom the vehicle is to be sold (debtor).

This is usually the dealer in the importer scenario supported by VMS. It may, however, also be an end customer, for example, a car rental/hire company that wants to buy an entire fleet of cars from the importer, or an employee of the importer who wants to buy a vehicle directly from the importer.

You can manage one-time customers, for example the employees of the importer, using a CpD one-time/suspense account in the customer master record.

The vendor is the business partner from whom the vehicle is procured (creditor).

In the importer scenario supported by VMS, this is usually the manufacturer (OEM). In cases where there is multi-level procurement, it may be an intermediate vendor, for example a distribution center.

When a used vehicle is being exchanged for cash, the vendor can also be, for example, a rent-a car company or any other person. Such a business partner may also be managed at the same time as a customer in the system.

You can manage one-time vendors, for example the previous owner when exchanging a vehicle for cash, using a CpD one-time/suspense account in the customer master record.

You require this master data for:

specific actions (the vendor, for example for the action create purchase order, the customer, for example, for the action create sales order).
assignment of the organizational data to VMS roles, transaction VELORO (customer)
entry of the manufacturer in the material master record in the purchasing view (vendor)

Procedure

You must enter some master data when you create vendors and customers since not all the required data can be set on the VMS action interface.

Call transaction XK01 to create a vendor centrally.
Enter the required general data, purchasing data and company code data.

The following data on the vendor is particularly important in VMS: location, payment conditions, Incoterms, purchase order currency, purchasing group (alternatively also in the purchasing master record), indicator for invoice verifications relating to goods receipts (alternatively also in the purchasing master record). The indicator for invoice verifications relating to goods receipts is not necessary if you are dealing with non-goods receipt-based verification.

Create a purchasing info. record manually for each vendor. Leave the field Valuation type under Purchasing organization 1 empty. Do NOT use the Customizing setting (Materials Management ® Purchasing ® Environment Data ® Define Default Values for Buyers, indicator info. update purchase order), which defines that a purchasing info. record is automatically created when you create a purchase order, since the field Valuation type is then filled and this causes problems when you create vehicles.

Call transaction XD01 to create a customer centrally.
Enter the required general data, sales area data and company code data.

The following data on the customer is particularly important in VMS: location, currency, Incoterms, payment conditions, shipping conditions, account assignment group and the tax indicator.

There must also be a reconciliation account and bank details in the company code data for vendors and customers.

For more information, see the Standard documentation:

Vendor Master Data

Processing Customer Master Records