SAP Customer Master Data – SAP SD Training Exercise for Jan 2011 Batch

This exercise is on SAP Customer Master Data. Here is a brief Summary of Monday’s Session again.

SAP SD Customer Master Class Summary :

Customer Master Contains 3 views ( Data )

  1. General View ( Data )
  2. Sales View ( Data )
  3. Finance View / Company Code View ( Data )

There are 3 transaction codes to create/change/display Customer Master the purpose of each has already been discussed in the session.

  1. VD01/02/03
  2. FD01/02/03
  3. XD01/02/03

For full-fledged, instructor led Online SAP SD Training or other Online SAP Training modules, please visit our Magna Training home page.


The menu path for the corresponding Transaction codes above are

  1. [ Logistics -> Sales and Distribution -> Master Data -> Business Partner -> Customer -> Create -> VD01 ]
  2. [ Accounting -> Financial Accounting -> Accounts Receivable -> Master Records  -> FD01 ]
  3. [ Logistics -> Sales and Distribution -> Master Data -> Business Partner -> Customer -> Create -> XD01 ]

We have discussed that the Finance Department uses the FD01/02/03 Transactions and the Sales Department uses VD01/02/03 Transaction Codes. We have also gone through how to extend the customer master views via the transaction codes.

We have discussed the most important fields that you need to know as an SAP SD Consultant in the Customer Master.

  1. General Data
    1. Name & Address
    2. Search Term
  2. Sales Data
    1. Sales Tab
      1. Sales Office
      2. Sales Group
      3. Customer Group
    2. Shipping Tab
      1. Shipping Conditions
      2. Delivering Plant
      3. Order Combination
      4. Partial Delivery Allowed
    3. Billing Tab
      1. Invoice Dates
      2. Inco Terms
      3. Payment Terms
      4. Account Assignment Group
      5. Tax Classification
    4. Partners Tab
  3. Company Code Data

Exercises

Scenario 1 : A Sales executive ( Julie ) at Company ABC Inc wants to create a new domestic, commercial customer based in SAP on a new order she got from him for a Pump. The name of the Customer is “Ehsaan Shah” and he needs to be created within the US Sales Organization ( 3000 ) . We are performing a direct sale to him. Ehsaan resides at 1000 Denise Dr, Edison, NJ. The customer requested that if possible we can combine multiple orders together to save him money on shipments. The customer also said that he will pick-up any shipments from our warehouse to avoid paying for freight. The customer prefers that we ship all the goods related to a single order in a single package if possible because, he does not want to receive multiple shipments for a single order and confuse himself. Since the customer is going to do potentially do multiple orders in a single week, he has requested that we bill him as one invoice for the entire month as opposed to individual invoices. Since the customer is going to pick-up right from the plant, choose the right inco-terms. The customer chooses to pay like this  – Pay the net due within 60 days. However, if he wishes to pay early, the company ABC Inc wishes to give him the following discounts – 3% Cash discount if paid within 14 days and 1% cash discount if paid within 30 days. The company’s internal sales employee Dominik Adam got us this customer and all commissions related to the sales for this customer goes to Domnik.

Question  1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.

Scenario 2 : The Sales Executive has successfully created the Customer. Now the Finance Department ( Amy ) needs to be intimated that a customer has been created and needs to be extended with the Financial Data as well. Julie sends an email to Amy specifying the customer number created. Amy looks at the Customer Number and sees which Sales Area the customer has been created in and chooses the right company code and extends the customer to the company code. Amy uses the Company Code’s A/R account as a Reconciliation Account. However, after consulting the Finance Controller decides not to offer the payment terms as created by Julie. Instead, the company chooses to offer the customer a payment terms as net due in 50 days with a 2% cash discount if paid in 10 days and 1% if paid in 30 days.

Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.

Scenario 3 : An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.

Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?

Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?

Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?

Question 6 : Specify the SAP Customer Group that the Order contains ?

Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?

Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?

Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?

Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ? ( Here is how to find out all the sales areas that the SAP customer master is associated with )


147 thoughts on “SAP Customer Master Data – SAP SD Training Exercise for Jan 2011 Batch

  1. Mallikarjun says:

    sir,

    I am still having problems with delivery. I am getting order is incomplete.i have tried all the three possbilites which u have mentioned before but still having the same error. i am stuck here from long time. can you please let me know where exactly i am doing wrong?

    Like

  2. mallikarjun says:

    sir

    I am getting an error while creating delivery : order is incomplete maintain the order for

    customer:7007 and material 1733.I have created another customer & material for that i

    am getting order is complete maintain the order.

    Like

    • siva says:

      Hi
      14522 – Sample order created for that customer/ material combination. Check out the full cycle – It has been delivered billed and posted to accounts. There were a couple of elements missing

      1. The customer 7007 was created for country India and corresponding Pricing procedure has been assigned wrongly.
      2. PR00 pricing was not maintained for customer 7007 and hence prices were not coming up
      3. Stock was not available to do PGI.

      Fixes done
      1. Customer country changed to Germany so that the pricing procedure RVAA01 kicks in with the right MWST tax condition type.
      2. Created entries for PR00 using VK11
      3. Use MB1C to create stock entries.

      Please let me know if you have any questions on the same and let’s discuss in the class if required.

      Liked by 1 person

  3. Nas says:

    Customer 0000054637 has been created for company code 1000 and sales are 3000(sales Organization USA Philadelphia)-10 (Distribution Channel – final customer sales)-00 (division cross division) dated 16.09.11
    Incoterms: CPT (Customer Pick-up from w.house)
    Shipping Condition: 09 (Pickup)
    Complete Delivery: Checked
    Partial Delivery Per item : C
    Order Combination: Checked
    Payment Terms: 0004
    Invoicing Date: AM (Arranged Monthly)
    Distribution Channel: 10
    Division: 00
    Customer Group: 10 Private Custoner
    Account Assignment Group: 01

    Ship To Party + Sold to Party + Bill to Party + Payer = Ehsaan Shah
    SE: Dominik Adam

    Partial Delivery per item = C
    Max Partial Deliveries = 0
    Delivery Plant : 6000 New York

    Like

  4. Nas says:

    Scenario 1 : A Sales executive ( Julie ) at Company ABC Inc wants to create a new domestic, commercial customer based in SAP on a new order she got from him for a Pump. The name of the Customer is “Ehsaan Shah” and he needs to be created within the US Sales Organization ( 3000 ) . We are performing a direct sale to him. Ehsaan resides at 1000 Denise Dr, Edison, NJ. The customer requested that if possible we can combine multiple orders together to save him money on shipments. The customer also said that he will pick-up any shipments from our warehouse to avoid paying for freight. The customer prefers that we ship all the goods related to a single order in a single package if possible because, he does not want to receive multiple shipments for a single order and confuse himself. Since the customer is going to do potentially do multiple orders in a single week, he has requested that we bill him as one invoice for the entire month as opposed to individual invoices. Since the customer is going to pick-up right from the plant, choose the right inco-terms. The customer chooses to pay like this – Pay the net due within 60 days. However, if he wishes to pay early, the company ABC Inc wishes to give him the following discounts – 3% Cash discount if paid within 14 days and 1% cash discount if paid within 30 days. The company’s internal sales employee Dominik Adam got us this customer and all commissions related to the sales for this customer goes to Domnik.

    Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.

    Customer No: 0000006263

    Customer 0000054637 has been created for company code 1000 and sales are 3000(sales Organization USA Philadelphia)-10 (Distribution Channel – final customer sales)-00 (division cross division) dated 16.09.11
    Incoterms: CPT (Customer Pick-up from w.house)
    Shipping Condition: 09 (Pickup)
    Complete Delivery: Checked
    Partial Delivery Per item : C
    Order Combination: Checked
    Payment Terms: 0004
    Invoicing Date: AM (Arranged Monthly)
    Distribution Channel: 10
    Division: 00
    Customer Group: 10 Private Custoner
    Account Assignment Group: 01

    Ship To Party + Sold to Party + Bill to Party + Payer = Ehsaan Shah
    SE: Dominik Adam

    Partial Delivery per item = C
    Max Partial Deliveries = 0
    Delivery Plant : 6000 New York

    Since ABC is not delivering, what will be delivery Priority? Is low Okay? Or there should be something where we can bar from any shipment activity?

    Scenario 2 : The Sales Executive has successfully created the Customer. Now the Finance Department ( Amy ) needs to be intimated that a customer has been created and needs to be extended with the Financial Data as well. Julie sends an email to Amy specifying the customer number created. Amy looks at the Customer Number and sees which Sales Area the customer has been created in and chooses the right company code and extends the customer to the company code. Amy uses the Company Code’s A/R account as a Reconciliation Account. However, after consulting the Finance Controller decides not to offer the payment terms as created by Julie. Instead, the company chooses to offer the customer a payment terms as net due in 50 days with a 2% cash discount if paid in 10 days and 1% if paid in 30 days.
    Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.

    Done: Company code 1000, Payment Term 0005, Recon account created.

    Scenario 3 : An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.
    Ans: Order created : 14542 (OR)

    Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?

    Ans: Uses sales order view, not company code view.
    Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
    Ans: Yes matches at both header and item level for the item in reference.
    Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
    Ans: Change allowed at both header and item level (occasionally with info message).
    Question 6 : Specify the SAP Customer Group that the Order contains ?
    Ans: Sales order header tab sales Customer Group : 10 Private Customer.
    Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
    Ans: From The Customer Assignment Group “01 Domestic Revenues” under the Accounting Tab in Sales order header data.
    Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
    ANS: Sales Order Header

    Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
    ANS: Yes. Partner Functions at both customer master sales view and sales order header tab partner.
    Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ?
    Checked

    Like

  5. Mrunal says:

    Ans1: 34342 created with Sales org 3000,10,00 , customer group 10 for private customer, shipping conditions 09 for pickup, inco terms EXW for from plant, terms of paymet 0004 for 3% for 14, 1% for 30 and net 60. 1 as tax classification, order combination and complete deliver required fields checked, partial deliv per item set to ‘C’ for only complete deliv allowed.
    Ans2: 34342 extended for company code 3000 using FD01. Recon acct 144003 selected for a/c receivable for company 3000. Terms of payment set 0005 for 2% for 10, 1% for 30 and net 50.
    Ans3: Order 14544 created for customer 34342 of sales area 3000,10,00. Order has the customer master payment terms.
    Ans4: Inco term of the order matches to that of the customer master. EXW.1
    Ans5: Yes, you can change the inco terms. Message “Freight will be re-determined” is shown. This shows freight is calculated based on inco terms.
    Ans6: Order contains the customer master customer group “10 Private customer”
    Ans7: Account assignment group of the accounting tab of the order header.
    Ans8: Order header
    Ans9:Couldn’t find it.
    Ans10: 0001 01 02, 0005 10 00, 1000 10 00, 1000 12 00, 2500 10 00

    Like

  6. Armando says:

    Scenario 1.
    Created and account group: ZARM – Sold-to party

    Answer 1.
    Customer: 27000
    Sales Area: 3000/10/10
    Customer Group: 10-Private Customer
    Currency: USD
    Price Group: 03-New Customer
    Cust.pric.proc: 1-Standard
    Delivery Priority: 2-Normal
    Shipping Cond: 09-Normal
    Delivey Plant: 0006-New York (Because it’s the closest one)
    Partial Delivery per item: C-Only complete delivery allowed.
    Order Confirmation: Checked
    Invoices dates: AM-Agreement Montly
    Invoicing ListDAtes: AM
    Inconterms: CPT-Customer Pick-up
    Term of Payment: 0004

    Questions:
    1-Why in Taxes tab different countries taxation shows up?
    2-Partner Functions: I can not reference this customer itself. Could you explain partner functions a little deeper in next class?
    I got the error message: Customer 2700 is not definided for function PY (table TPAKD)

    Scenario 2.

    Question: What is a company Code?

    Answer 2.

    Customer: 27000 extended using T-Code: FD01 and populate with the following
    Company Code: 1000
    Recon. Account: 140000 (Trade Receivable Domestic)
    Term of Payments: 0005 (Pay due in 30 days with 2% discount if paid in 10 days and 2% if done in 30 days)

    Scenario 3.

    Regular Order (OR) Created: 5000000
    Sold-to party: 15151
    Ship-to party: 15151

    Q-At the time of creating an order using the Sold-to party: 27000 which is the customer number I created I got
    the following error message:
    “Customer for function SP may not have account group ZARM”

    Answer 3.

    Payment Terms comes from Sales View.

    Answer 4.

    NO, they do not match.
    Incoterm in Sales Level is: CPT (Freigh Free)
    Incoterm in Order creation: EXW (From Plant)

    Answer 5.

    Yes, Incoterm is available to be changed. with a message “Freight is redetermined”
    it means the Fright could be recalculated depending of Incoterm selected.

    Answer 6.

    No, it’s not showing this.. It’ showing: 01-“Industrial Customers”

    Q-Why not, it should be. I guess because of the issue at the time of Account Group Creation

    Answer 7.

    In the Order Header, under Accounting Tab:
    AccAssgGr: 01-Domestic Revenues

    Answer 8.

    Sales Order Header

    Answer 9.

    I could not find it.

    ANswer 10.

    0001/01/01
    0005/01/00
    0005/10/00
    0005/12/00
    0005/14/00
    0005/16/00
    0006/01/00
    0006/10/00
    0006/12/00
    0006/14/00
    0007/01/00

    Like

  7. khawar says:

    Ans1: Customer Created 86865
    Ans2: Customer Master is Extended 86865
    Ans3: Sales View
    Ans4: Yes they do match
    Ans5: Yes we can Freight will be re-determined
    Ans6: Trading Customer
    Ans7: Customer Account Group in Accounting View
    Ans8: Sale order header, From material master data goes to sales order line item level
    Ans9: Yes In Partner Function View of Customer Master
    Ans10: 5 Sales Areas

    Like

  8. Jitesh says:

    hi Siva< check this out please

    excercise 1

    1) Customer 7776 created with reference of sold to party acc. group 0001

    Sales Area: 3000/10/00

    SALes View:

    sales office: 3000(Philadelphia)
    Sales Group: 301
    Customer group: 10 (Private)

    Shipping TAB:

    Delivery Priority: normal
    Shipping Condition: pick up
    Delivery Plant: 3100(chicago)
    Order Combination: checked
    Complete delivery: checked

    partial delivery per item : C

    Billing Doc TAB:

    Incoterms: CPT
    terms of payment:0004
    liable for tax: 1

    Partner tab:

    SP, SH, PAyer,BP = 7776
    SE= Dominik Adam

    2) GENERAL view:

    name , address, country and customer name and contactname as per the question.

    Answer2:

    REcon account : 140000

    Payment Term: 0005

    Answer: 3

    order 14624 created with qty 10. payement terms came from sales view.

    answer 4: yes inco term matches from the customer master.

    Answer 5:Yes. you can over ride inco term at both header and item level.

    Answer 6: goto item level sales b view: 10 – private customer and headerr level at sales tab

    answer 7: go to the header of sales order. under accounting tab: account assignment group: 01 Domistic revenue

    Answer 8: bulk of the data from customer master goes to sales order header.

    Answer 9: yes. sales order header/item : Partner Function Tab.

    answer 10: checked it by going into xd02 and selecting customer sale area.

    Like

  9. Kanu Desai says:

    Hi Siva,

    please check.

    excercise 1
    1) Customer 23340 created with reference of sold to party acc. group 0001
    Sales Area: 3000/10/00
    Sales View:
    sales office: 3000(Philadelphia)
    Sales Group: 301
    Customer group: 10 (Private)
    Shipping TAB:
    Delivery Priority: normal
    Shipping Condition: pick up
    Delivery Plant: 3000(New York)
    Order Combination: checked
    Complete delivery: checked
    partial delivery per item : C
    Billing Doc TAB:
    Incoterms: CPT
    terms of payment: 0004
    liable for tax: 1 (US)
    Partner tab:
    SP, SH, Payer, BP = 23340
    SE= Dominik Adam
    2) GENERAL view:
    name , address, country and customer name and contact name as per the question.
    Answer2:
    Getting warning message: “Sales area data has not been maintained”
    REcon account : 140000
    Payment Term: 0005
    Answer: 3
    order 14742 created with qty 10. payement terms came from sales view.
    answer 4: yes inco term matches from the customer master.
    Answer 5:Yes. you can over ride inco term at both header and item level.
    Answer 6: goto item level sales b view: 10 – private customer and headerr level at sales tab
    answer 7: go to the header of sales order. under accounting tab: account assignment group: 01 Domistic revenue
    Answer 8: bulk of the data from customer master goes to sales order header.
    Answer 9: yes. sales order header/item : Partner Function Tab.
    answer 10: checked it by going into xd02 and selecting customer sale area.

    Like

  10. Indira says:

    Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.

    A.Customer # 9764

    SAles Area:3000/10/00
    Inco Terms: EXW
    Payment Terms: 0004
    Cust Grp: 01
    A/C Assg Grp:01
    Shipping Conditions: 02
    Tax Clasification: 1
    Partner Functions: SP,SH,BP & PY

    Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.

    A.Recon A/c:14000

    Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?

    A. From the Sales View

    Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?

    A. Yes

    Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?

    A.Yes Incoterms can be changed. It means that freight can be redtermined while creating the order.

    Question 6 : Specify the SAP Customer Group that the Order contains ?

    A.Cust Grp:01

    Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?

    A.From the Recon Account.

    Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ?

    A. There are 5 sales areas that the cust 1000 belong to.

    Like

  11. Edward Emmory says:

    Customer master Exercise

    Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
    Answer: customer Number: 12525
    Sales area: 3000/10/00
    Incoterm: EXW Philadelphia
    Payment term: 0004 (14 days 3%, 30/1%, 60 w/o)
    Distr/division: 10/00 (Final customer sales/Cross division)
    Cust’s grp: 01 (Industrial customers)
    Acc assignment grp: 01 (Domestic revenues)
    Shipping Conditions: 02 (Normal)
    tax classification: 1 (Liable for Tax)
    Partner functions: sold to/bill to/payer/ship to/Employee responsible

    Question 2 : Based on the scenario 2, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
    Answer: customer Number: 12525
    Company code: 3000
    Payment term: 0005 (10 days 2%, 30/1%, 50 w/o)
    Recon. Account: 144003

    Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
    Answer: Order 13348 – Payment term was copied from sales view (0004), however, i created initially with XD01, then went to FD02 to insert new payment term (0005)

    Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
    Answer: Yes (EXW Philadelphia)

    Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
    Answer: Yes,. It means you can override incoterm in Sales order that defaulted from customer master data

    Question 6 : Specify the SAP Customer Group that the Order contains ?
    Answer: 01 (Industrial customer)

    Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
    Answer: on order header ->accounting tab, field account assignment group from master data — It is domestic revenue because company code is USA, and customer is also in USA.

    Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
    Answer: SAP sales order Header (VBAK)

    Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
    Answer: Yes, on Order Header ->Partner tab (partner: 900061) ZM employee responsible

    Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ? Answer: 0001/01/01
    0005/10/00
    1000/10/00
    1000/12/00
    2500/10/00

    Like

  12. Abhi says:

    Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.

    Customer: 43210
    Sales Area 3000 10 00
    Customer group: 01 Industrial customers
    Order Combination: yes
    Shipping Conditions: 09 Pick up
    Partial delivery per item: C Partial delivery allowed
    Invoicing dates: AM Agreement: Monthly
    Incoterms: EXW From Plant
    Terms of payment: 0004 14 days 3%, 30/1%, 60 w/o
    Acct assgmt group: 01 Domestic revenues
    Tax Classification: 1
    Partner Functions:
    SP Sold-to party 43210 Ehsan Shah
    BP Bill-to party 43210 Ehsan Shah
    PY Payer 43210 Ehsan Shah
    SH Ship-to party 43210 Ehsan Shah
    SE Sales employee 900061 Dominik Adam

    Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.

    Customer: 43210 Ehsan Shah
    Company Code: 3000 IDES US INC
    Recon. account: 144003 (Accounts Receivable – Company 3000)
    Terms of payment: 0005

    Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?

    Payment terms 0004 14 days 3%, 30/1

    Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?

    YES: Incoterms: EXW From Plant

    Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?

    YES: We can change Inco Terms – that might be relavant to this specific order

    Question 6 : Specify the SAP Customer Group that the Order contains ?

    Customer group: 01 Industrial customers

    Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?

    Acct assgmt group: 01 Domestic revenues

    Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?

    Sales Order Header

    Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?

    YES: VE Sales Employee

    Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ? ( Here is how to find out all the sales areas that the SAP customer master is associated with )

    0001 Sales Org. Germany 01 Direct Sales 01 Pumps
    0005 Germany Frankfurt 10 Final customer sales 00 Cross-division
    1000 Germany Frankfurt 10 Final customer sales 00 Cross-division
    1000 Germany Frankfurt 12 Sold for resale 00 Cross-division
    2500 Netherlands/Rotterdm 10 Final customer sales 00 Cross-division

    Like

  13. Ravi Kumar says:

    Siva,

    Are we expected to do the Customer master exercise as given above?
    I do not see 3000 sales organization, should I create it myself?

    -Ravi

    Like

    • Ravi Kumar says:

      Dear SIva,

      I have been trying to work on this exercise all night and am confused wether we
      are even ready for this based on what we covered.

      I got to the point of creating the customer EH Shah (812) and struggling to
      setup shipping conditions and billing terms. Do we have to go to IMG and configure these for Eh Shah particularly?

      Another problem I came across is –

      after I created the customer with VD01, to extend it, I had to FD-02.
      FD-01 on 812 customer resulted in “customer already exists” error.

      Please help.

      -RK

      Like

  14. Lukesh says:

    Question 1.
    Customer no–400101

    Inco terms– EXW (Deliver from Plant)
    Payment Terms–0004
    Distribution Channel -01 (Direct Sales)
    Division–00 (Cross Division)
    Customer Group– 01 (Industrial Customers)
    Acct assgmt group 01 Domestic revenues
    Shipping Conditions–09 Pickup
    tax classification – 1 Taxable for US
    partner functions –SP, BP, PY, SH–Ehsaan Shaw, SE–Dominik Adam.

    Didn’t find anything for Sales Employee (Julie) Was that to be recorded as well??

    Lukesh

    Like

    • siva says:

      Yes Lukesh. You have to add the sales person. The reason behind asking that question is to illustrate the fact that more partners can be added to the txn on the fly.

      We will know more about this in the SAP Partner Function Determination

      Like

      • Ravi Kumar says:

        Are Incoterms relevant here? ABC corp and Ehsan Shah are domestic
        BtoB partners. Would leaving it blank be OK in this case?

        Like

  15. Lukesh says:

    Fabulous Exercises Siva.. Had to explore everything..

    Lukesh

    Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
    Customer 400101
    Co Code–3000
    Recon. account 144003
    Terms of payment 0005

    Created with Co Code 9999 as well but was giving me trouble creating order..
    Recon account was 200799
    Terms of payment 0005

    Scenario 3 : An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.

    Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
    Sales View –0004

    Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
    YES–EXW

    Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
    YES, I can.. Customer master values are default values but can be overridden.

    Question 6 : Specify the SAP Customer Group that the Order contains ?
    Industrial Customers

    Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
    Acct Assignment Group in Account tab

    Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
    Sales order Header

    Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
    partner functions–Sales Employee

    Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ?
    0001 Sales Org. Germany 01 Direct Sales 01 Pumps
    0005 Germany Frankfurt 10 Final customer sales 00 Cross-division
    1000 Germany Frankfurt 10 Final customer sales 00 Cross-division
    1000 Germany Frankfurt 12 Sold for resale 00 Cross-division
    2500 Netherlands/Rotterdm 10 Final customer sales 00 Cross-division

    Like

  16. Ravi Kumar says:

    Siva,

    I created customer 821 with 3000-01-00. The 00 division is the only one that
    works. Others eg 3000-01-01 comes back with error saying 3000 01 01 is not defined for customers.
    I went ahead with the working one and created cust 821.
    Now when creating the order, error message saying Sales area 3000 01 00 doesn’t
    exist.

    I can feel it, I am close but no champagne!!
    Can we look at it in the class?

    -RK

    Like

  17. SAK says:

    Siva, Nice Exercises. Thank you.

    Q1. Created Account 500008 with Account Group 0001 and for Sales Area – 3000 / 10 / 00

    Incoterms – EXW Philadelphia
    Payment Terms 0004
    Dist channel 10, Division 00
    Customer group 01
    Account assignment group 01
    Shipping conditions 09
    Tax Class – 0 for all countries
    Partner functions – SP, BP, PY, SH – 500008, SE – 900061

    Q2. Company 3000, Recon 144003, Payment terms 0005
    Q3. Payment Terms 0004 from the Sales View
    Q4. Incoterms matches master data
    Q5. Incoterms can be changed on sales order. System merely proposes a default value.
    Q6. Customer Group 01
    Q7. How do you know from the order that this order’s revenue belongs to a domestic customer? Based on the Account Assignment Group on the “Accounting tab” on the order header. Also based on the Sales Area data on the “Sales” tab.
    Q8. Bulk of the Customer default data ends up on the sales order header.
    Question 9 : Dominik Adam is visible on the “Partners” tab on the order header.

    Question 10 : Sales Areas for Customer 1000:
    0001 Sales Org. Germany 01 Direct Sales 01 Pumps
    0005 Germany Frankfurt 10 Final customer sales 00 Cross-division
    1000 Germany Frankfurt 10 Final customer sales 00 Cross-division
    1000 Germany Frankfurt 12 Sold for resale 00 Cross-division
    2500 Netherlands/Rotterdm 10 Final customer sales 00 Cross-division

    Like

  18. SAK says:

    Siva,
    Can you please throw some light on the following “Partial Deliveries” fields (in terms of their relevance at a Sales Order Header level…vs…Sales Order Line level?

    Complete delivery reqd by law – Is this at a Header level (applicable to the whole order)? What if this is checked, but not enough inventory is going to be available to ship the entire order…such as for example, the end of a Diwali shipping season when the company is down to the last few units, and doesn’t plan to make any more of a certain product? Can the order not be shipped at all?

    Partial delivery per item, Max. partial deliveries, and the Tolerance fields – The way I understand it, these are specific to each Line Item on the order, i.e., these don’t apply to the order as a whole…..Is my understanding correct?

    Like

    • siva says:

      Partial Deliveries is NOT a field, rather an SAP norm. The way to over-ride it is by using “Complete Delivery” either at the Customer master level or at the Sales Order Level.
      Partial Deliveries Scenarios could be any of the following .

      1. Split Deliveries
      2. Partial Quantities per line item being delivered
      3. Partial Line Items ( among the entier list ) being delivered ( You can call this as split deliveries also )

      Maximum partial deliveries is to ensure that the system doesnt break up a delivery into too many deliveries which can cause logistics issues for customers. It applies to the entire order.

      Tolerances can apply at the header level only ( since they are a customer choice, hence at the customer master level )
      Let’s discuss this in the class.

      Like

  19. Larry Cabral says:

    Question 1 : Based on the Scenario 1 discussed above, please create a customer master ….

    VD01 – create general and sales information
    Account group = 001 sold to party 001
    Customer number = 19102
    Sales organization = 3000 (US)
    Distrib channel = 01 (direct sales)
    Division = 00 (cross-division) even though first order is for a pump (div = 01)
    General address information
    ???? Search term ??? I put in Ehsaan Shah
    Sales office = 3000 (PHI – US)
    Sales group = 301
    Customer group = 01 (Industrial customers)
    Shipping condition = 09 (pick-up)
    Delivery plant = 3000 New York
    Order combination = yes
    Partial delivery = A (allowed)
    Max partials = 1 (1 shipment)
    Invoice dates = AM (agreement monthly)
    Inco terms = EXW (from plant)
    Payment terms = 004
    Account assignment group = 01 (Domestic)
    Tax classification = 1 taxable

    Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
    Terms 0005
    Reccon Acct = 144003 (Accounts recv company 3000)

    Scenario 3 : An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.
    Order 135008 created.

    Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
    Yes – 0005 (50 – 10/2% – 30/1% from scenario 2).

    Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
    Yes – EXW pickup – Customer Will Call (Text I entered)

    Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
    Yes I changed from EXW to COD and a warning message appeared indicating that freight had been recalculated – The text did not change – Certain order valus can be modified depending on the stage of processing and this can affect downstream events – in this case potentially pricing.

    Question 6 : Specify the SAP Customer Group that the Order contains ?
    01 – Industrial customers as coded
    Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
    The Account Assignment group indicates “01” domestic revenue.

    Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
    The master data mostly applies to the header.

    Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
    Yes – Partners tab – VE Sales employee

    Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ? ( Here is how to find out all the sales areas that the SAP customer master is associated with )
    Sales Org = 3000 – 01 Direct sales
    Sales Org = 3000 – 10 Final customer sales (I mistakenly first created the customer using the 10 distribution channel. I copied the customer to create records for the 01 direct sales distribution channel).

    Like

  20. Chetan Unni says:

    Hello Siva,

    Please review it and let me know.

    Requirements (The following has to be mapped on the Customer Master)
    1) Customer wants to buy a Pump (Direct Sale)
    2) Domestic Customer
    3) Name of the Customer: Ehsaan Shah – Chetan Unni
    4) US Sales Organization: 1000
    5) Customer Address: 1000 Denise Dr, Edison, NJ
    6) Combine Multiple Orders together option is selected (Order Confirmation Indicator is checked)
    7) Customer will pick up the Shipments directly from the Warehouse (to avoid Freight)
    8) Single Order in a Single Package (doesn’t want to receive multiple shipments)
    9) Bill One Invoice Per Month (Customer will send multiple Orders every week)
    10) Inco-terms
    11) Payment Terms – Net Due 60 Days
    12) Discounts from the Company – 3% Cash Discount if paid with in 14 days / 1% Cash Discount if paid with in 30 days
    13) Sales Employee – Dominik Adam

    Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.

    Customer No: 753 (Initial Creation Screen – External Number assignment)
    Distribution Channel: 10
    Division: 00

    General Data Tab:
    Customer Name: Ehsaan Shah – Chetan Unni
    Search Term: ESHAH (General data Tab)

    Sales Data Tab:
    Customer Group: 01 (Industrial Customer/Commercial)
    Transportation Zone: 00000003 – Central

    Shipping Data Tab:
    Shipping Conditions: 09 (Customer will pick up the shipment from the Plant to avoid Freight)

    Billing Data Tab/Payment Transactions:
    Inco Terms: EXW (From Plant)
    Payment Terms: 004
    (Within 14 days 3 % cash discount
    Within 30 days 1 % cash discount
    Within 60 days Due net)
    Account Assignment Group: 01 – Domestic revenues
    Tax Classification: 0 for all Countries (Germany, US)

    Partner Functions Tab:
    Partner Functions:
    SP Sold-to party
    BP Bill-to party
    PY Payer
    SH Ship-to party

    Scenario 2 : The Sales Executive has successfully created the Customer. Now the Finance Department ( Amy ) needs to be intimated that a customer has been created and needs to be extended with the Financial Data as well. Julie sends an email to Amy specifying the customer number created. Amy looks at the Customer Number and sees which Sales Area the customer has been created in and chooses the right company code and extends the customer to the company code. Amy uses the Company Code’s A/R account as a Reconciliation Account. However, after consulting the Finance Controller decides not to offer the payment terms as created by Julie. Instead, the company chooses to offer the customer a payment terms as net due in 50 days with a 2% cash discount if paid in 10 days and 1% if paid in 30 days.

    Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account

    Account Management Tab:
    Customer: 753
    Reconciliation Account: 140000
    Company Code: 1000

    Payment Terms Tab:
    Payment Terms: 0005

    Scenario 3 : An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.
    Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?

    The Payment Terms are always defaulted from the Sales View.
    Payment Terms: 004 was brought into the Sales Order

    Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?

    Yes (EXW) Philadelphia

    Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?

    Yes, we can change the Inco Terms in Sales Order

    Question 6 : Specify the SAP Customer Group that the Order contains ?

    01 (Industrial customer)

    Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?

    The Accounting Group is “01” – Domestic revenues
    Also, if the Customer is created for US Company Code, the Customer is a Domestic Customer.

    Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?

    SAP sales order Header

    Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?

    Customer Master (Sales View) –> Partner Functions Tab
    Sales Order (Partners Tab)

    Thanks
    Chetan

    Like

  21. Rajesh says:

    Siva,

    Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.

    Customer No: 0000500012 created.
    Sales area: 3000
    Distribution Channel: 10
    Division: 00

    General Data Tab:
    Customer Name: Ehsaan Shah
    Search Term: Shah

    Sales Data Tab:
    Sales office: 3000.
    Sales group: 301
    Transportation Zone: 000001 – Northan Region

    Shipping Data Tab:
    Shipping Conditions: 10 Immediately.
    Delivery Plant: 0006 New york.
    Partial Shipments: allowed.

    Billing Data Tab/Payment Transactions:
    Inco Terms: CIF.
    Payment Terms: 0013
    (Within 14 days 3 % cash discount
    Within 30 days 2 % cash discount
    Within 45 days Due net)
    Account Assignment Group: 01 – Domestic revenues
    Tax Classification: 1 for all Countries (Germany, US) and 0 for canada.

    Partner Functions Tab:
    Partner Functions:
    SP Sold-to party: 3000
    BP Bill-to party: 3000
    PY Payer: 3000
    SH Ship-to party :3000

    Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account

    Account Management Tab:
    Customer: 500012
    Reconciliation Account: 140000
    Company Code: 1000

    Payment Terms Tab:
    Payment Terms: 0005

    Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?

    Answer: Sales View form the customer master.

    ***during Order creation i am getting error: No customer master record exists for sold to party 5000012.***

    Like

  22. Varughese Thomas says:

    Used transaction VD01 – create general data and sales data

    Account group = ZVT1 sold to party 001
    Customer number = 123
    Sales organization = 3000 (US)
    Distrib channel = 10 (Final Customer sales)
    Division = 00 (cross-division)

    Sales group = 302
    Customer group = 01 (Industrial customers)
    Shipping condition = 09 (pick-up)
    Delivery plant = 0006 New York
    Order combination = yes
    Partial delivery = A (allowed)
    Max partials = 1 (1 shipment)
    Invoice dates = AM (agreement monthly)
    Inco terms = EXW (from plant)
    Payment terms = 004
    Account assignment group = 01 (Domestic)
    Tax classification = 1 taxable for all Countries

    Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.

    Terms 0005
    Reccon Acct = 144001 (Trade Receivables company 3000)

    Scenario 3 : An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.

    Order 135186 created.
    Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
    from Sales View

    Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
    Yes – CFR From Plant

    Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
    Yes I was able to change the defaulted Inco Terms. It is possible to override the defaulted Inco Terms in Sales Order.

    Question 6 : Specify the SAP Customer Group that the Order contains ?
    01 – Industrial customers

    Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
    The Account Assignment group shows “01” domestic revenue.

    Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
    The majority of master data goes to the header.

    Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
    Yes – Partners tab – VE Sales employee

    Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ? ( Here is how to find out all the sales areas that the SAP customer master is associated with )
    Sales Org = 3000 /10 / 00

    Like

  23. Daniel Letta says:

    Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.

    Answer: Account group: sold to party
    Customer number: Internal
    Sales organization = 3000
    Distrib. Channel = 10
    Division = 00

    Sales Data Tab:
    Sales office: 3000.
    Sales group: 301
    Transportation Zone: 000002 – Region West

    Shipping Data Tab:
    Shipping Conditions: 10 Immediately.
    Delivery Plant: 0006 New York.
    Partial Shipments: Partial Delivery allowed.
    Billing Data Tab/Payment Transactions:
    Inco Terms: CIF.
    Payment Terms: 001
    Account Assignment Group: 01 – Domestic revenues
    Tax Classification: Canada PST =2, GST=1, USA 1, The rest 0

    Partner Functions Tab:
    Partner Functions:
    SP Sold-to party: Internal
    BP Bill-to party: 3000
    PY Payer: 3000
    SH Ship-to party :3000

    Save- Customer 0000500022 was created

    Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account

    Account Management Tab:
    Customer: 0000500022
    Reconciliation Account: 140000 Trade receivable
    Company Code: 1000

    Payment Transaction Tab:
    Payment Terms: 0005
    Save

    Scenario 3: An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.

    Order type=OR
    Sales org- 3000
    Dist Chan=10
    Division=00
    Sold to party= using search for customer name= 500022
    Standard order= ABCSHAH
    Save

    Question 3: When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master?
    From Sales view

    Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco. terms in the Sales Order ?
    Yes

    Question 5: Can you change the Inco Terms in the SAP Sales Order? What does this illustrate?
    Yes I was able to change the defaulted Inco Terms. It is possible to override the defaulted Inco Terms in Sales Order.

    Question 6 : Specify the SAP Customer Group that the Order contains ?
    Internal

    Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
    The Account Assignment group indicates “01” domestic revenue.

    Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
    The master data mostly applies to the header.

    Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
    Answer: NO, on Order Header ->Partner tab not listed

    Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ?
    VD02 or VD03 and Click on customer saes area

    Like

  24. Ali.Surti says:

    Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.

    Answer: Account group: sold to party
    Customer number: 123
    Sales organization = 1000
    Distrib. Channel = 10
    Division = 00

    Sales Data Tab:
    Sales office:
    Sales group:
    Transportation Zone: 000001-Eastern zone

    Shipping Data Tab:
    Shipping Conditions: 10 Immediately.
    Delivery Plant: 1000 germany
    Partial Shipments: Partial Delivery Not Allowed(b cos customer wants to save on shipping and freight)
    Billing Data Tab/Payment Transactions:
    Inco Terms: EXW
    Payment Terms: 004
    Account Assignment Group: 01 – Domestic revenues
    Tax Classification: Germany 0
    Partner Functions Tab:
    Partner Functions:
    SP Sold-to party: 123
    BP Bill-to party: 123
    PY Payer: 123
    SH Ship-to party :123

    Save- Customer 123 was created

    Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account

    Account Management Tab:
    Customer 123
    Reconciliation Account: 140000 Trade receivable
    Company Code: 1000

    Payment Transaction Tab:
    Payment Terms: 0005
    Save

    Scenario 3: An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.

    Order type=OR
    Sales org- 1000
    Dist Chan=10
    Division=00
    Sold to party= using search for customer name= 123
    Standard order= 13409
    Save

    Question 3: When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master?
    From Sales view

    Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco. terms in the Sales Order ?
    Yes

    Question 5: Can you change the Inco Terms in the SAP Sales Order? What does this illustrate?
    Yes I was able to change the defaulted Inco Terms. It is possible to override the defaulted Inco Terms in Sales Order.

    Question 6 : Specify the SAP Customer Group that the Order contains ?
    01 Industrial (from Customer Master)

    Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
    The Account Assignment group indicates “01” domestic revenue.

    Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
    The master data mostly applies to the header.

    Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
    Answer:YES, on Order Header ->Partner tab

    Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ?
    VD02 or VD03 and Click on customer saes area
    Customer sales areais 1000/10/00

    Like

  25. raghava says:

    Customer Master data
    Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
    Created Customer Master – 7337
    Payment terms – immediate due on net.
    Dist channel – 10
    Div – 00
    Customer group – 0001 Sold to Party
    Account assignment Group –
    Inco terms – FOB
    Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account
    Company Code – 1000
    Rec. Acc – 140000 Trades receivable domestic
    Terms Of payment – 0005

    An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10
    Created an order, while creating an order, when customer 7337 that is created selected, error is thrown no pricing terms selected for this customer. Went back to VD02 and provided cust acct group – as domestic
    Order number – 14128
    Question 3: When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master?
    Used from Sales view (0001)
    Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco. terms in the Sales Order ?
    Yes
    Question 5: Can you change the Inco Terms in the SAP Sales Order? What does this illustrate?
    Yes, Allows to override the default value for inco terms from customer master data in sales order.
    Question 6 : Specify the SAP Customer Group that the Order contains ?
    Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
    Acct. Assig group in Sales order
    Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
    Most of customer master data is applicable to Sales order header.
    Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
    No, Dominik Adam is not listed.
    Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ?
    Tcode – VD03 => Click on Customer Sales area
    Customer sales Org- 1000, D.Chan – 10 Div 00

    Like

    • Sudhakar says:

      Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with
      Customer Number: 7227
      Inco terms: CPT
      Payment Terms: 0004
      Distribution Channel: 01 (Direct Sales)
      Division: 00 (Cross Division)
      Customer Group: 0001 Sold to Party
      Account Assignment Group:
      Shipping Conditions: 09
      tax classification : 01
      different partner functions: Sold to Party : 7227
      Ship to Party : 7227
      Payer : 7227
      Bill to Party : 7227
      Question 2 : Based on the scenario above, please extend the customer master and give the
      customer number: 7227
      Company code: 3000
      payment terms :0005
      Recon. Account:144001
      Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
      Sales view
      Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
      Yes

      Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate
      Yes; You can change the Inco terms based ont he type of sales order.
      Question 6 : Specify the SAP Customer Group that the Order contains ?
      10 Private Customer
      Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
      From Account Assign Group
      Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
      SO Header
      Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
      Order Data
      Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ? ( Here is how to find out all the sales areas that the SAP customer master is associated with )
      Create customer screen and enter ALL SALES AREAS

      Like

  26. Vish says:

    Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
    Ans : Customer # 28002 Created ; Sales/D/D : 3000/10/00, Inco Terms : CFR, Shipping Conditions : 09 ( Pick Up ), Tax Classification : 1 ( Liable ), ST/Sh-to/BT/Payer : 28002, Payment Terms : 004, Invoicing Dates : AM

    Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
    Ans : Re-Con Account # 125003, Payment terms changed to : 005

    Scenario 3 : An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.
    Ans : SO 14175 created

    Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?
    Ans : Sales View

    Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
    Ans : Yes

    Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
    A : Yes. This illustrates that the INCO Terms is modifiable in other documents such as Sales Order.

    Question 6 : Specify the SAP Customer Group that the Order contains ?
    >> Not sure of the question/ Didnt understand it

    Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
    A : 01 – Sold to Party ? ( because 01 is domestic )

    Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
    A : Sales Order Header

    Question 9 : Is Dominik Adam available in the SAP Sales Order ? If yes, which tab in the Sales Order is he in ?
    A : No Couldnt find a Tab for Sales Representative.

    Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ?
    A : Sales Area : 3000/10/00

    Like

    • Sudhakar says:

      Siva,

      I created customer nos:7227 and 7557 when I go to modify the customer the sales area data and company data were greyed out.

      Also as I mentioned earlier in the class that I wanted to add material M-01 to the customer 7227 I created and I am getting error as Ship to party is not allowed for 7227. Please take a look at the customers that I created.

      Thanks,
      Sudhakar.

      Like

      • siva says:

        You can go to VD02 and it should NOT be in display mode. I just checked it and found that I was able to change the customer.

        What do you mean by adding material to customer ? Did you mean add material to sales order ?

        Like

  27. Radha Krishna says:

    Question 1 :
    Cust 24681
    SOrg 3000
    Dist Ch 10
    Div 00
    Sale Dist 5
    Cust grp 10
    Ship Cond 09
    Incoterms EXW
    Tof Pymt 0004
    Tax Class BE-1, BR-1, CA-1 2 3, CN-1, DE-1, NL-1, US-1

    Question 2 :
    Company Code 3000
    Payment Terms 0005
    Recon Acct 144003
    Cust 24681 created.

    Question 3 : Sales View
    Question 4 : Yes they match.
    Question 5 : Yes, it can change. This shows that the Incoterms are modifiable even in the sales order.
    Question 6 : Customer Group – 10 Private Customer
    Question 7 : AcctAssgGr shows 01 Domestic revenues
    Question 8 : SAP Sales Order Header
    Question 9 : Yes, available in the Partners Tab
    Question 10 : Exists in the following (Sales Org/Distr.Chl/Division):
    0001/01/01
    0005/10/00
    1000/10/00
    1000/12/00
    2500/10/00

    Like

  28. Jerry says:

    Hi SIva,

    I was trying to create a Customer Ehsan Sha (as per the exercise, however the Sold-to-party, and pther partner functions are not being determined.

    is there any particular configuration that i need to do?

    Kindly advice.

    Regards,
    Jerry

    Like

  29. Mallikarjun says:

    Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used

    Ans. customer created : 9866,
    2.Incoterms: Cif,
    3. Payment terms: 0001( Payment Immediately Due net)
    4. Distribution channel: 10
    5.Customer Group:01( Industrial customers)
    6.Account assignment Group: 01( Domestic revenues)
    7. Shipping conditions:01( As soon as possible)
    8 Tax classification: be:1 ,De:1,nl:1,us:1
    9Partner functions:sp:9866,sh:9866,bp:9866,py:9866

    Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.

    customer created using fd01: 9866
    payment terms:0001(Payment Immediately due net
    Recon account:1.40,000(Tax receivables domestic)
    company code:1000

    When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?

    a. Sales view: billing document. Payment terms

    4 ans. yes they will match in sap customer master wrt sales

    5 a) yes we can change the incoterms in sap sales order

    6 a) customer group :01: Industrial customers

    7 a) Account assignment group: 01( domestic revenues)

    8 a) sales area header

    9)

    10) Sales org :1000, Name: Germany frankfurt,Dis channel:10, Name: Final customer sales, Div 00

    Like

  30. Mital Shah says:

    Exercises
    Scenario 1 : A Sales executive ( Julie ) at Company ABC Inc wants to create a new domestic, commercial customer based in SAP on a new order she got from him for a Pump. The name of the Customer is “Ehsaan Shah” and he needs to be created within the US Sales Organization ( 3000 ) . We are performing a direct sale to him. Ehsaan resides at 1000 Denise Dr, Edison, NJ. The customer requested that if possible we can combine multiple orders together to save him money on shipments. The customer also said that he will pick-up any shipments from our warehouse to avoid paying for freight. The customer prefers that we ship all the goods related to a single order in a single package if possible because, he does not want to receive multiple shipments for a single order and confuse himself. Since the customer is going to do potentially do multiple orders in a single week, he has requested that we bill him as one invoice for the entire month as opposed to individual invoices. Since the customer is going to pick-up right from the plant, choose the right inco-terms. The customer chooses to pay like this – Pay the net due within 60 days. However, if he wishes to pay early, the company ABC Inc wishes to give him the following discounts – 3% Cash discount if paid within 14 days and 1% cash discount if paid within 30 days. The company’s internal sales employee Dominik Adam got us this customer and all commissions related to the sales for this customer goes to Domnik.
    Question 1 : Based on the Scenario 1 discussed above, please create a customer master and give the Customer Number and the other details the customer has been created with ( Like, Inco terms, Payment Terms, Distribution Channel , Division, Customer Group, Account Assignment Group, Shipping Conditions, tax classification and the different partner functions used.
    Answer: Create Customer 9742 with following info.
    Account group: 0001, Sales Organization: 3000, Dist.Chan:10, Divison: 00
    Inco Term: EXW-From Plant,
    Payment Terms- 0004 – 3% for 14 days, 1% for 30 days, Net for 60 days
    Customer Group: 10 – private customer, Account Assignment Group: 01 – Domestic revenue
    Shipping Conditions: 09-Pick up, tax classification: 1 – liable for tax
    Partner Function: SP- Sold to party- 9742, BP – bill to party- 9742, PY-payer-9742, SH-ship to party -9742, Y1- sales representative – 900061
    Scenario 2 : The Sales Executive has successfully created the Customer. Now the Finance Department ( Amy ) needs to be intimated that a customer has been created and needs to be extended with the Financial Data as well. Julie sends an email to Amy specifying the customer number created. Amy looks at the Customer Number and sees which Sales Area the customer has been created in and chooses the right company code and extends the customer to the company code. Amy uses the Company Code’s A/R account as a Reconciliation Account. However, after consulting the Finance Controller decides not to offer the payment terms as created by Julie. Instead, the company chooses to offer the customer a payment terms as net due in 50 days with a 2% cash discount if paid in 10 days and 1% if paid in 30 days.
    Question 2 : Based on the scenario above, please extend the customer master and give the customer number’s Company code, payment terms and Recon. Account.
    Answer: Company code: 1000, payment terms: 0005 – 2% for 10 days, 1% for 30 days, Net for 50 days, Recon. Account: 140000
    Scenario 3: An order has come in from Ehsaan Shah and Julie is creating the order for material M-01 for a quantity of 10.
    Question 3: When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master?
    Answer: Order 25446 created and payment term use from sales view not from company code.
    Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?
    Answer: yes, it’s matched.
    Question 5: Can you change the Inco Terms in the SAP Sales Order? What does this illustrate?
    Answer: Yes, we can change Inco Terms In Sales order and says message: Freight is redetermined.
    Question 6: Specify the SAP Customer Group that the Order contains?
    Answer: 10-private customer.
    Question 7: How do you know from the order that this order’s revenue belongs to a domestic customer?
    Answer: Go to sold to party in header and go to Accounting tab – you can find there.
    Question 8: Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item?
    Answer: Most data from customer master go to Sales order header.
    Question 9: Is Dominik Adam available in the SAP Sales Order? If yes, which tab in the Sales Order is he in?
    Answer: Go to Sales order line item and go to partner tab – you can find him on the list.
    Question 10 : Find out all the Sales Areas that the Customer Master 1000 exists in ? ( Here is how to find out all the sales areas that the SAP customer master is associated with )
    Answer: Type VD02 and click on Customer’s sales area – you can find all data exits in Customer master 1000.

    Like

  31. Guru says:

    For Scenario 1:

    Customer 16386 created.

    Sales Organization:3000
    Dis. channel:10
    Division:00

    Street Address under Address
    1000 Denise Dr
    73937 NJ US Est

    Sales:
    Sales Office:3000
    Sales Group:301
    Customer Group:01

    Shipping:
    Delivery Priority:02
    Shipping Conditions:09
    Delivery Plant:0006
    Complete delivery reqd by law

    Billing Documents:
    Incoterms:CPT
    Terms of Payment:0004
    Taxcal:1

    Like

  32. Guru says:

    scenario2:
    Company code:0006
    Recon.account:14000
    Terms of Payment:0005

    Scenario3:
    Sales View

    Scenario 4:
    Yes

    Scenario5:
    Yes,inco terms that are defined in Customer master can be modified from Sales order.

    Scenario 7:
    Account Assignment Group.

    Scenario 8:
    header

    Scenario 10:
    0001,01,01
    0005,10,00
    1000,10,00
    1000,12,00
    2500,10,00

    Like

  33. N Ishaq says:

    For Scenario 1:
    Cust: 100221
    Sales Area: Distribution Channel:Division as 3000:10:00
    Street Address under Address
    1000 Denise Dr
    73937 NJ US Est
    Sales:
    Sales Office:3000
    Sales Group:301
    Customer Group:01
    Shipping:
    Delivery Priority:02
    Shipping Conditions:09
    Delivery Plant:0008
    Complete delivery reqd by law
    Partial delivery per item : Only complete delivery allowed
    Billing Documents:
    Invoicing dates :AM
    Incoterms:CPT
    Terms of Payment:0004
    Taxcal:1
    …..thks

    Like

  34. N Ishaq says:

    1. scenario2:
    Company code:0008
    Recon.account:AR Account
    Terms of Payment:0005
    Scenario3:
    Sales Order: 13509
    Scenario 4:
    Yes…
    Scenario5:
    Yes. changed from CPT to CFR
    Scenario 7:
    Sales Order Overview
    Sold to : Edison NY
    Ship to: Edison NY
    Scenario 8:
    Header
    Scenario 10:
    0001,01,01
    0005,10,00
    1000,10,00
    1000,12,00
    2500,10,00

    Like

  35. Murali Kotikalapoodi says:

    Question 1 Answers:
    Customer NO : 32144
    Inco terms : EXW
    payment Terms: 004
    Acct. Asgmt grp: 01
    Sals Org 3000
    DChl: 01
    Div: 00
    Shipping Conditions: 09
    Partner Functions: SE
    Question 2 Answers:
    CCode : 1000
    Recon A/C: 140000
    Payment Terms 0005

    Like

  36. Murali Kotikalapoodi says:

    Question 3 : When creating the Customer, does the order use the payment terms from the Sales View or the Company code view of the customer master ?

    When created the sales order HP001 the payment terms came from the Sales View and not from CC

    Question 4 : Does the Inco terms of the SAP Customer Master ( as Created in Scenario 1 ) match with the inco terms in the Sales Order ?

    Ans: Yes the Inco terms come from the SAP Customer Master to the sales order HP002

    Question 5 : Can you change the Inco Terms in the SAP Sales Order ? What does this illustrate ?
    Ans: Yes you can change the Inco terms which means you can over ride the Customer Master terms at the time of creating the sales order.

    Question 6 : Specify the SAP Customer Group that the Order contains ?
    Ans: Customer Group 10 for the order HP003

    Question 7 : How do you know from the order that this order’s revenue belongs to a domestic customer ?
    Ans: From the CM account Acctasggrp (found in the sales header) I have not defined that in the customer master and hence it could not pick up anything here. It is in Sales Data/Billing Docs

    Question 8 : Where does the bulk of the data from the Customer Master go – SAP Sales Order Header or SAP Sales Order Line Item ?
    Ans: Sales Order Header. Line item will be added in the order.

    Like

  37. Dana Brokaw says:

    Customer Number – 100237
    Sales Org – 3000
    DC – 01
    Div – 00
    Inco terms – EXW
    Payment terms – 0005
    Shipping conditions – 09
    Tax classification – 1
    Partner Functions
    SP 100237 Ehsaan Shah
    BP 100237 Ehsaan Shah
    PY 100237 Ehsaan Shah
    SE 900061 Dominik Adam
    SH 100237 Ehsaan Shah
    Z7 100237 Ehsaan Shah
    Z8 100237 Ehsaan Shah

    Like

  38. Dana Brokaw says:

    Question 2 : Company code – 3000, payment terms – 0005 and Recon. Account – 144003

    Question 3 : Sales View

    Question 4 : Yes

    Question 5 : Yes. Can be manually entered.

    Question 6 : 10

    Question 7 : In the Acct assignment grp fied under billing document tab

    Question 8 : SAP Sales Order Header

    Question 9 : Yes under Partner tab

    Question 10 :
    1000 01 00
    1000 10 00
    1000 12 00
    1000 16 00

    Like

  39. Ronaldo says:

    For Scenario 1:

    Customer 100240 created.

    Sales Organization:3000
    Dis. channel:10
    Division:00

    Street Address under Address
    1000 Denise Dr
    55555 NJ US Est

    Sales:
    Sales Office:3000
    Sales Group:301
    Customer Group:02

    Shipping:
    Delivery Priority:2
    Shipping Conditions:09
    Delivery Plant:0008
    Complete delivery reqd by law
    Only complete delivery allowed
    Order combination

    Billing Documents:
    Invoices data:AM
    InvoicingListDates:AM
    Incoterms:CPT
    Terms of Payment:0004
    Taxcal:1

    Like

  40. Ronaldo says:

    Question 2 : Company code – 3000, payment terms – 0005 and Recon. Account – 144003
    Question 3 : Sales View
    Question 4 : Yes CPT
    Question 5 : Yes. Can be manually entered.
    Question 6 : 02
    Question 7 : In the Acct assignment group field under billing document tab
    Question 8 : SAP Sales Order Header
    Question 9 : Dominik Adam is not available anywhere, We have Ehsaan Shah under Partner tab
    Question 10 :
    0001 01 01
    0005 10 00
    1000 10 00
    1000 12 00
    2500 10 00

    Like

  41. Mahesh says:

    Created Customer Eshaan Shah MD
    Customer number 30
    Sales Org 3000
    Dist Ch 10
    Div 00

    with address as given and entered contact

    Sales View
    Sales – Customer group – 10 – Priv Customer

    Shipping
    Selected Order Combination
    Only complete delivery allowed

    Delivery priority normal
    Shipping conditions – standard

    Billing Documents
    Invoice dates – Agreement Monthly
    Incoterms – EXW
    Terms of Payment – 0004

    Partner Functions
    EM 30
    BP 30
    PY 30
    SH 30

    Scenario 2

    Extended customer to
    Company code 1000

    Change the payment terms to 005

    Scenario

    Getting the following error while creating Order

    Ship-to party 30 is not assigned to a sold-to party
    Message no. VP211

    Like

  42. Ilana says:

    Customer 32
    3000/10/00
    Invoice dates – Agreement Monthly
    Incoterms – EXW
    Terms of Payment – 0004

    Scenario 2: extended; terms of payment – 005

    Q3 : Sales View
    Q4 : Yes
    Q5 : Yes
    Q6 : ?
    Q7 : billing document tab / Acct assignment group
    Q8 : SO header
    Q9 : no
    Q10 :
    001
    0005
    1000
    1000
    2500

    Like

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