FD01 - Create Customer Master Records

Customer master records can be created by A/R personnel or client ("dunning area")
departments. These records store data needed to invoice customers and record
payments.

MIT customers include faculty, employees, student organizations, alumni, sponsors,

and miscellaneous companies who do business with MIT.

The task of creating customer master records consists of these steps:

1. Get started (SAP menu path, fast path)

2. Create customer: initial screen
3. Create customer: general data (address)
4. Create customer: company code data (account management, payment
transactions, correspondence)
5. Save the record.

1. Get Started

User menu path: ZARM => Master Records => Create:

SAP Fast Path: FD01

The "Create customer: initial screen" displays.

2. Create customer: initial screen

A. Identify customer:

Account Group Use "MIT ID or SSN gen A/R customer" for customer with
 MIT ID#/SSN#; enter "GEN" for general A/R customer, for
example a company, where customer number is to be
"internally" generated by SAP. See FD03 - Display Customer
Master Records for more information on customer numbers.
Customer For person, enter MIT ID# or SSN#; these customer numbers
are "external" to SAP. For other type of customer, leave blank;
SAP generates the customer number.

B. Enter reference number:

To save time and effort, use reference numbers when creating customers.
If you do, the required fields on the Create Customer: company code data
screen (step 4) are filled in for you automatically.

Customer ("3" or "7000000000")

When creating a record for an SSN# or MIT ID#, use the customer
number "3" as a reference number. When creating a general A/R record,
use the number "7000000000".

Company code ("CUR")

C. or ENTER
The "Create Customer: General data" screen displays.

3. Create customer: general data

To complete this screen, you only need to enter customer address data, as described
below.

A. Address data:

Name Customer name; First_name Last_name or company name

Note: To open a window with two additional Name lines, click on
after filling in all required fields in the Address tab.

B.
 Search For person, use "Last_name First_name"; for company, use company
terms name.

Street Customer's street address

C.

Postal code Zip code; for foreign countries, use "00000"

City Customer's city

D.

Country US; or for foreign country, use Match Code

Region For US address, enter 2-character state abbreviation, for example MA;
for foreign country, use Match Code.

E. Under PO Box Address:

PO box Do NOT use this field. - If there is a post office box plus a street
address, put POB in Name area; if there is POB but no street address,
put POB in Street.

F. Communications:

Language English
Telephone, Customer's phone numbers
Fax
 You don't need to enter data under the other tabs (Control data, Payment
transactions).

4. Create customer: company code data

A. Click on button.

The "Create customer: Company code data" screen appears. The Account
Management tab is open, as shown below.

B. Enter Account Management data:

o Under Accounting information, enter Rec account = 101200

C. Enter Payment transaction data:

o Under Payment data, enter Terms of payment = ZB40

o Under Automatic payment transactions, enter Payment methods = C

D. Enter Correspondence data:

o Under Dunning data, enter Dunning procedure = 0001

5. Save the record

to SAVE.
A message appears stating that an account has been created.

If SAP assigned the customer number, the new customer number displays
(10 digits beginning with "7"). You should WRITE DOWN the new customer
number.
In SAP , we can create One Time Customer Master Record for those customers which do not
have frequent transactions and we do not want to maintain their master records separately. In
such cases we create One Time Customer in which General Information(Name , Address, Phone
no etc ) can be maintained at the time of transaction.

Step 1) To Create a One Time Customer Master, Enter Transaction Code FD01 in SAP
Command Field

Step 2) In the next screen , Select Account Group Overview Button

Step 3) In the next dialog box, Select the Account Group in which One Time Customer Property
is Checked.
Step 4) In the main screen ,Enter the Following

1. Enter the Customer Id as per the Number range Assigned to the Account Group
2. Enter the Company Code in which the master is to be created

Step 5) In the next screen in the General data - Address Tab, Enter the Following

1. Enter the name for the One Time Customer Master

2. Enter the Search Term
3. Enter the Communication Language
Step 6) Select the Company Code Section in the Application Menu

Step 7) In the next screen in the Company Code Section,

1. Select the Account Management Tab

2. Enter the Reconciliation G/L Account Number
Step 8) Press 'Save' to Create the new One time Customer Master

Step 9) Check the Status bar for the Creation of the new Customer Master