Creating Your Own Customer Master Record 

Prerequisite

You create a customer master record in company code 1000 using a reference customer. The order currency is to be DEM. If somebody has already converted the order currency of the reference customer, this scenario will not work and you will have to create the customer without using a reference.

Usage

This customer was previously invoiced in DEM. At the beginning of 1999, this customer converts to the euro and wants sales orders to be created and billed in euros.

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

    Logistics ® Sales and Distribution ® Master Data ® Business Partners ® Customer ® Create ® Complete

    Transaction Code

    XD01

  2. On the Create Customer: Initial Screen, enter the following data:
    3.

    Field

    Data

    Customer

    Your own customer number (greater than or equal to 96000)

    Company code

    1000

    Sales organization

    1000

    Distribution channel

    10

    Division

    00

    Account group

    Sold-to party

    Reference customer

    1000

    Reference company code

    1000

    Reference sales organization

    1000

    Reference distribution channel

    10

    Reference division

    00

  3. Choose .
  4. On the Create Customer: General Data screen, in the Address tab, enter the following data:
    5.

    Field

    Data

    Description

    Any

    Search term

    Any search term

    Street/House number

    Any

    Postal code/City

    5 figure code (numerical)/any city

    Country

    DE

    Transportation zone

    D000070000

    Language

    DE

  5. Choose .

    6. If the system asks you to enter a VAT registration number, enter DE and any nine-figure number.

  6. Choose Company code data.

    7. The Create Customer: Company Code Data screen appears.

  7. Choose the Account management tab. The system defaults reconciliation account 140000 from the master record of the reference customer.
  8. Choose the Payment Transactions tab. Terms of payment ZB01 is also defaulted from the master record of the reference customer.
  9. Choose Sales Area Data.

    10. The Create Customer: Sales Area Data screen appears. On the Orders tab, the order currency is DEM.

  10. Choose the Shipping tab page. Shipping condition 02 is transferred from the material master record of the reference customer.
  11. Choose the Billing Document tab. The Incoterms CIF/Berlin and terms of payment ZB01 are copied from the master data record of the reference customer.
  12. Enter the following data:
    13.

    Field

    Data

    Tax class

    1 (liable for tax)

  13. Choose .

    14. The system confirms that your customer master record has been created.

  14. Choose .
  15. Choose until the overview tree appears.