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

1. 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.

2. 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")

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

3. Create customer: general data

1. 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.

   

   Search terms	For person, use "Last_name First_name"; for company, use company name.
   Street	Customer's street address

   
   

   Postal code	Zip code; for foreign countries, use "00000"
   City	Customer's city

   

   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.

   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.

2. Communications:

   Language	English
   Telephone, Fax	Customer's phone numbers


You don't need to enter data under the other tabs (Control data, Payment transactions).

4. Create customer: company code data

1. Click on button.

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

2. Enter Account Management data:
   • Under Accounting information, enter Rec account = 101200

     

3. Enter Payment transaction data:
   • Under Payment data, enter Terms of payment = ZB40

     

   • Under Automatic payment transactions, enter Payment methods = C

     

4. Enter Correspondence data:
   • 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.