Purpose

This work instruction describes the process for creating a new Customer Master Data record in SAP PE1 – client 300. It covers the Companies and Sales Organizations listed in Appendix 1 – Company Codes and Sales Organizations in SAP PE1 – client 300.

It excludes full process of the set-up of Intercompany customers that needs to be covered by a separate process description and Work Instruction. Nevertheless values to be entered in the fields for Intercompany Customer are indicated in this document.

Process Flow

Process description

Every request for a customer setup or maintenance should be requested through Freshdesk ticketing system. 

1. SAP Customer Master Account Groups

The following are the Number ranges defined in the system for different Account groups:

The Account Group field is a high-level grouping which defines the primary use of a customer. The account group selection drives certain aspects of system processing, master view layout and field access.

Different Customer Account Groups require different set of Views to be maintained. Use the recommended transactions and/or ensure to leave empty Company Code and/or Sales Area Data as per the table below:

Most commonly used transaction codes for Customer Master data: 

2. Company codes and Sales organizations

The following are the Company codes and Sales organizations defined in the system for different type Account groups:

Company code and Sales organization view for ZSLD, ZPYR and ZINC accounts always will have the same code. Meaning, if new creation request is for sales organization is 1237, then the corresponding company code will be 1237.

3.  Approvers list

4. Check for request completeness

1. Check completeness of the Customer template – have all mandatory fields been completed?
   All mandatory fields are highlighted in orange on the template, they may vary by type of customer to be set up.
2. Check if all necessary documentation is provided according to Request requirements.
3. Check for duplicates as described in § Check for potentially already existing customer.
4. Check if Registration number is valid and match customer name. See Validation steps and rules according to the country where customer is located.
5. Trade Beam check - perform the restricted party screening as described in Validation steps and rules.

5. Check for potentially already existing customer

Transaction XD03 – Display Customer (Centrally)

• Initiate Search
• Search for potential already existing customer on following fields :
• VAT (when applicable)
• Name
• Postal code, Country

Remark: wild card = *

• If identical customer is found for another Company Code and/or Sales Area, it needs to be extended to the requested Company Code and/or Sales Area. Go to section Extending customer to Company Code and/or Sales Area for additional detailed instructions.

• If an existing customer is found, but there is a slight difference in requested data: return to the requester to validate the non-equal data and decide on further actions

• If no potential duplicate is found, proceed with the request .

Customer creation 

Please see section Customer Master Account Groups for more details on Customer Master Account Groups, Views to be created for each account group and Transactions to be used.

Initial screen

Account group: the requested account group to be selected mandatory
Customer: must not be filled, a number will be given automatically as per defined number range at the moment of saving the new record, see section
Customer Master Account Groups for number range assignment.
Company Code and Sales Organization: to be filled if necessary with areas for which the customer has to be opened, see list of Company Codes and Sales organizations in Appendix 1 – Company Codes and Sales Organizations in SAP PE1 – client 300.
Distribution channel: always “00” – Cytec Distribution
Division: “IM” for Industrial Materials Customers;
“AM” for Aerospace Materials Customers
Reference: not used. this section can be used to refer to an existing partner to be used as reference. The fields copied are all Company Code data fields; Sales, Shipping and Billing Document tab fields in Sales Area data. Tax information values are not copied.

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