FD02 - Maintain Accounting Notes

Accounting notes (for example, highlights/outcome of a phone conversation) can be added by client departments and A/R personnel. They are maintained as part of the customer master record and can be printed on aging reports.

1. Get Started

User menu path: ZARM => Master Records => Change:
SAP fast path: FD02

2. Change customer: initial screen

Select customer (Enter customer number: MIT ID, SSN#, or 7xxxxxxxxx):
or ENTER
The "Change customer: General data" screen displays; the Address tab is open.

3. Change customer: general data

From menu bar, select Extras=>Texts to display "Change customer: Head office texts" screen.

4. Change customer: head office texts

You can begin the notes in the area labelled "1st line" (see below).

Change customer: accounting note, 1st line

Alternatively, double click on Accounting Note (see above) to display an entire screen for entering accounting notes (see next step).

5. Change accounting note window

Change customer: accounting note window

Type in accounting notes, for example highlights/outcome of a phone conversation.
You may be adding to the existing notes. You should date your notes; you may want to initial them for future reference.
(F11) to SAVE
A message appears stating text was saved.
(F3) (once or twice) to return to "Change customer: general data" screen.

6. Change customer: general data

(F11) to Save.
A message appears stating changes were saved.