XD02 - Change Sponsor Research Customer Master Records

Use these steps to change Sponsor Billing customer master records. These instructions assume you will be making changes pertaining to Address or Sales (special handling switch).

  1. Get started (SAP menu path, fast path)
  2. Change customer: initial screen
  3. Change customer: general data, company code data, sales area data
  4. Change customer: set special handling switch (send bills, letters to dept before sending to customer)

Click here to XD02 - Maintain accounting notes, as part of a customer record.

1. Get Started

2. Change customer: initial screen

To complete the initial screen, you need to identify the customer and select data type(s), as described below.

  1. Identify customer: (Enter 10-digit customer ID number; see table below)

    Acct group From To Size Type of record
    SPOL 8000000000 8099999999 10 Letter of credit sponsors
    SPON 8100000000 8999999999 10 New sponsors (since 9/97)
    SPOX 9930000000 9949999999 10 Existing (pre-SAP) sponsors

  2. Company Code (default is CUR for MIT)

  3. Sales area fields:

    4. Sales organization (Enter "1000" for Sponsored Billing)

    Distribution channel (Enter "10" for MIT Distribution Channel)

    Division (Enter "10" for MIT Division)

  4. or ENTER to continue.
    The Change Customer: Address screen displays.

3. Change customer: general, company code, or sales area data

The Change customer area you last used reopens, for example the General data address tab, as shown below.

  1. To switch to another data area, click on a button, for example

  2. For more information regarding screen fields, see XD01 - Create a Sponsor Research Customer Record.

  3. Click on save (F11) to SAVE.
    A message appears stating that changes have been made.

4. Change customer: set special handling switch

There are some customers whose bills and dunning letters should go to the department before sending them 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 set the special handling switch, follow the instructions below.

  1. Click on General data button (so that the Address tab is open),

    1. from menu bar, select Extras -> Additional data.

    2. in Additional Customer Data window, set Dunning Handling to 1 (= Send to Department),

    3. continue to close Additional Customer Data window.

  2. Click on Sales area data button (so that the Sales tab is open).

    1. from menu bar, select Extras -> Additional data.

    2. in Additional Customer Data window, set Bill Handling to 1 (= Send to Department)

    3. continue to close Additional Customer Data window.

  3. Click on (F11) to SAVE.
    A message appears stating that changes have been made.

 

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