Topic: Customers and Customer Groups

Transcription

1 Solutions Unit: Sales A/R Topic: Customers and Customer Groups At the conclusion of this exercise, you will be able to: Create a customer group Review default settings for customers Create business partners In this exercise, you create a customer group for small customers and link it to a price list. You check default settings for business partner payment terms. You create customer master records for domestic and foreign customers. You create a lead master data record and then convert it to a customer master record. 3-1 Define customer groups Create a customer group. Create a customer group for schools and link it to a price list. Choose Administration Setup Business Partners Customer Groups. Group Name Price List Choose Update. Then choose OK to close the window. Small Account Price List Check the default price list that is tied to the payment terms set at the company level in order to compare it to the setting you just made at the customer group level. Choose Administration System Initialization General Settings Choose the BP tab. What are the default payment terms set for business partners?

2 Choose OK to close the window. Now look for the price list setting for that payment terms definition. Choose Administration Setup Business Partners Payment Terms Switch to Find mode. Enter the payment terms code that you found into the Payment Terms field. What is the price list assigned to this payment terms code? 3-2 Create customer master records To go to add mode, use the key combination Ctrl + A or choose Data Add or choose the Add button in the toolbar Create a domestic customer Create a new customer with the following values. Be sure to adopt the price list assigned to the customer group. Choose Business Partners Business Partner Master Data. Change to add mode. BP Type Name Group C2001 Customer Laurel School When prompted, respond Yes to the system message asking if you would like to replace the company default price list with the price list assigned to the customer group. Tel 1 Sales Employee <Any you choose> Choose the Addresses tab page.

3 To enter the bill-to address, choose Define New (under Bill to). Zip Default Tax (if needed in your localization) Main Office To enter the ship-to address, choose Define New (under Ship to). Zip Default Tax (if needed in your localization) Receiving Choose the Payment Terms tab page. Which payment terms are already assigned to the customer? Credit Limit Choose Add to save the data record Create foreign customer If your customer's currency has not already been defined, create it now. Choose Administration Setup Financials Currencies.

4 Choose Business Partners Business Partner Master Data. Change to add mode. BP Type Name Group Currency C2002 Customer Richards University <Customer's currency> When prompted, respond Yes to the system message asking if you would like to replace the company default price list with the price list assigned to the customer group. Choose the Addresses tab page. To enter the bill-to address, choose Bill To. Zip Bill To <A neighboring country> Choose OK to confirm the message: Change accounts receivable/payable? Enter data in the other fields. Choose Add to save the data record.

5 3-3 Create a lead and convert it to a customer Create a lead Choose Business Partners Business Partner Master Data. Change to Add mode. BP Type Name Group Currency L108 Lead Oceanside College <Your local currency> When prompted, respond Yes to the system message asking if you would like to replace the company default price list with the price list assigned to the customer group. Choose the Addresses tab page. To enter the bill-to address, choose Define New (under Bill to). Zip Bill to To enter the ship-to address, choose Define New (under Ship to). Zip Ship To Enter data in any other fields you choose. Choose Add to save the data record.

6 3-3-2 Attempt to create a delivery for a lead Choose Sales A/R Delivery Choose the Selection List icon in the customer field to see a list of customers. Does Oceanside College appear on the list? No. Because Oceanside College is a lead, it is not possible to create a delivery. You must convert Oceanside College to a customer in order to create a delivery Convert the lead to a customer. Choose Business Partners Business Partner Master Data Change to search mode and search for the lead. L108 Enter the code value in the field and choose Find. Change the Business Partner Type to Customer. Change the lead s code to conform with our naming conventions for customers. C3308 Save your changes. Choose Update. Choose OK Create the delivery for the customer Choose Sales A/R Delivery Customer Item No. Quantity 1 C3308 C00001 Choose Add to save the delivery. Choose Yes to confirm the system message View the sales analysis report for deliveries in the customer master data record. Open the business partner master for customer C3308. Choose the Sales Analysis icon to the right of the Deliveries field in the upper right corner of the Business Partner Master Data window. You will see a list of deliveries for the customer and a graphic for the sales analysis.