XD01 - Create Sponsor Research Customer Master Record

Use these steps to create Sponsor Research customer master records. These records contain centrally maintained sponsor information, such as address and payment terms, that enables sponsor billing within SAP's Sales and Distribution module.

Using this procedure, new sponsors are numbered in the following range: 8100000000 - 8999999999 (10 digits). Click here to create a letter of credit sponsor (8000000000 - 8099999999).

The task of creating sponsor 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: general data: control data
  5. Create customer: company code data: account management
  6. Create customer: company code data: payment transactions
  7. Create customer: company code data: correspondence
  8. Create customer: sales area data: sales
  9. Create customer: sales area data: billing

Note: There are some customers who should have all their bills and dunning letters go to the department before sending it to the customer. For instance, any Brazilian customer needs this special handling because all correspondence must be stamped by the Brazilian Consulate prior to being sent to the customer.

To mark the sponsor record for special handling (including all bills and dunning letters for the sponsor), see XD02 - Change Sponsor Research Customer Master Records.

1. Get Started

2. Create customer: initial screen

To complete the initial screen, you need to enter Account group, Customer number, and Sales area information.

  1. Account group: (Enter "Sponsor" for new sponsors; or select from list)

  2. Customer (Enter the 10-digit customer ID number)

    Note: The customer ID usually begins with "860" and ends with the 3- or 4-digit Rolodex ID of the sponsor contact person from OSP's COEUS database; intervening places in the 10-digit customer ID are filled with zeros; for example, 8600001234, where "1234" is Rolodex ID of sponsor contact person.

  3. Company code (Default is "CUR" for MIT)

  4. Sales area data:
    Sales organization (Default is "1000" for Sponsored Billing)

    Distribution channel (Default is "10" for MIT Distribution Channel)

    Division (Default is "10" for MIT Division)

  5. or ENTER
    The Create Customer: General data screen displays; the Address tab is open, as shown below.

3. Create customer: general data: address

To complete this screen, enter customer address data from COEUS database, as described below.

  1. Enter customer address data:
    Name (name of new sponsor; Attn: name of sponsor contact person)

    Note: To open a window with two additional Name lines, fill in all required fields on this screen then click on: .

    Search Term (Required; enter first characters of sponsor name)

    Street/House number (Required; sponsor's street address)

    Postal Code (Required; zip code; for foreign countries, use "00000")

    City (sponsor's city)

    Country (US; or for foreign country, use Match Code )

    Region (Required; for US address, enter 2-character state abbreviation, for example MA; for foreign country, use Match Code )

  2. Enter communications data:

    The Language field is filled in automatically.

  3. Click here to maintain accounting notes, as part of a customer record.

  4. Click on Control data tab to continue.

4. Create customer: general data: control data

The only required field on this screen is Group key.

  1. Type the six-digit sponsor code in Group key field (shown below).

  2. Click on Company Code button to continue.

    The Company code account management tab opens, as shown below.

5. Create customer: company code data: account management

The only required fields on this screen are Reconciliation account and Authorization, as shown below.

  1. Reconciliation Account (101205 = Sponsored Billing reconciliation account)

  2. Authorization (SPON = sponsored research customer)

  3. Click on the Payment Transactions tab to continue.

6. Create customer: company code data: payment transactions

Required fields are Payment terms and Payment methods.

  1. Payment Terms (ZB00 = Net amount due within 30 days)

  2. Payment Methods (C = Check; even though payment is received in a variety of ways)

  3. The Click on the Correspondence tab to continue.

7. Create customer:company code data: correspondence

The only required field is Dunning procedure.

  1. Dunning Procedure (SPON = MIT Dunning Procedure)

  2. Click on the Sales area data button to continue.

    The Sales tab opens.

8. Create customer: sales area data: sales

The only required field is Customer Pricing Procedure (see bottom half of screen).

  1. Cust. Pric. Proc. (1 = Standard)

  2. Click on the Billing tab to continue.

9. Create customer: sales area data: billing

The only required field is Payment Terms.

  1. Payment Terms (ZB00 for Net amount due within 30 days)

  2. (F11) to SAVE.
    A message appears stating that an account (for example, 8600001234) has been created for company code and sales area.

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