Created: 7/19/2021 Revised: 8/29/2022
SAP General Info
Suffixes in general: 1 = create 2 = change 3 = display
Prefixes in general: P = production (e.g. PCA) Q = test (e.g. QCA)
Backspace Key - Will recall field entries
F1 - Field level help
Create SHIP-TO Account
Check Salesforce to see if the account name/address already exists
Check UPS, D&B, maps to see if address is valid
XD01 - Account group = 0046; Sales Organization = 4600; Distribution Channel = 01; Division = 00
Click green check mark
Search Term = _ _ _ _ _ _ which are the 1st 3 of acct name and 1st 3 of city
Use UPS check from step 2 to enter the extended postal code (Puerto Rico - Country = "PR" and State = <blank>)
Transportation Zone = 0000000011
General Data / Marketing Tab: ISIC & C. Type = may use D&B website or this spreadsheet for help
Sales Area Data / Sales Tab: Sales Office = (SFDC Responsible person for ZIP - or use a ZIP close to what is given)
Shipping Tab: Shipping Cond. = EA
Billing Docs Tab: Credit ctrl area = 0046; Tax Classification = 1 Default taxability
Partner Functions Tab: VE (use ZIP in Salesforce to find Responsible person's SAP ID) enter their # and press enter
E+H Data: Customer Segmentation = 3; Customer Size = S
SAVE & record new customer # in lower left of window (e.g. 46207947)
Check Global Trade Sanctions - ZZ_DEBMAS_DIRR3 - use new acct # created above (Notify Andrew Luce if fails)
Link SHIP-TO to Account
XD02 - Use main SOLD-TO acct # - Click the green check mark
Sales Area Data: Partner Functions tab - WE and new acct #
*IF ADDING THE 2ND SHIP-TO ON THE ACCT, MAKE THE ORIGINAL ACCT THE DEFAULT
SAVE
Create BILL-TO Account
Check Salesforce to see if the account name/address already exists
Check UPS, D&B, maps to see if address is valid
XD01 - Account group = 4604 0046 Bill-to party; Sales Organization = 4600; Distribution Channel = 01; Division = 00
Click green check mark
Search Term = _ _ _ _ _ _ which are the 1st 3 of acct name and 1st 3 of city
Use UPS check from step 2 to enter the extended postal code *Enter PO Box # only in PO Box field!
ENTER E-MAIL ADDRESS (where invoices are sent) Enter invoicing.us.sc@endress.com for portal invoicing.
General Data / Marketing Tab: ISIC & C. Type = copy from main acct in Salesforce
Sales Area Data / Sales Tab: Sales Office = (SFDC Respons. Person for ZIP)
Billing Documents Tab: Credit ctrl area = 0046
SAVE & record new customer # in lower left of window (e.g. 46207947)
Check Global Trade Sanctions - ZZ_DEBMAS_DIRR3 - use new acct # created above (Notify Andrew Luce if fails)
*XD01 - Acct Grp = 4604 0046; Customer = (new #); Compy Code = 0046; Sales Org = 4600; Distr Channel = 01; Div = 00
Click green check-mark, SAVE
Link BILL-TO Account
XD02 - Use main SOLD-TO acct # - Click the green check mark
Sales Area Data: Partner Functions tab - RE and new acct #
SAVE
Create SOLD-TO Account
Check Salesforce with ZIP code to see if the account already exists (Customer Account Search KAJ)
Filter ZIP code to look for already existing account. Have requester use that one if found.
Filter Business Account Name to look for Group key/Grp Contract Number.
If found: Enter Group key but create Task for Contract to SC US Contract Management - "New site, customer #, please tie to contract #" or ask for direction if unclear
Verify the address with UPS checker (Puerto Rico - Country = "PR" and State = <blank>)
Verify account is a legal entity in Secretary of State site
Select GOTO SAP button (kick off the downloaded script to load some Salesforce fields into SAP)
Search Term = _ _ _ _ _ _ which are the 1st 3 of acct name and 1st 3 of city
*If residential address, Name1 = person's name -- Name 2 = business name -- Title = Mr. or Ms.
Delete Time Zone & Tax Jurisdiction, then hit ENTER to repopulate them
Transportation Zone = 0000000011
*URL field does not copy over! Enter it manually.
ENTER E-MAIL ADDRESS (where invoices are sent)
Also enter email address at Company Code Data/Correspondence/Clerk's internet (this is where statements are sent)
Marketing tab - Customer Class. = S; Verify Industry Codes using mapping spreadsheet (*need Customer Type def's)
Sales Area Data - Sales Dist = 460000; Sales Office = (SFDC External Sales Rep); Customer Grp = 3; Cus Stats Grp = 1
*Indicate who we assigned the Sales Office to in the request
Shipping Tab: Shipping Condition = EA, Confirmation type SC = (1 if DAP or 2 if DAP & requested; or 2 if IncoTerm = 2)
Billing Docs Tab: Inco Terms = DAP- "CUSTOMER SITE"; Terms = 4612; Acct assgmt group = 01; Tax Class. = 1
|
Incoterms (Part 1) |
Incoterms (Part 2) |
Shipping Conditions |
Confirmation type SC |
|
DAP |
CUSTOMER SITE |
EA-EARLY ACCEPTED |
1 |
|
FCA |
INDIANAPOLIS |
CA-EA CUSTOMER ACCOUNT |
2 |
Partner Functions Tab: VE (lookup tool rep #) enter #, press Enter; copy/paste other partners info, add ZU = INTERNAL
*SEARCH SALESFORCE FOR THE PAYER w/ the acct name. If only one found, use it to replace the Payer in the new acct.
E+H Data: Customer Segmentation = 3; Customer Size = S
Company Code Data / Acct Mgmt tab: Recon acct = 240000; Sort key = 024; Release group = CT07
Payment Transactions Tab: Terms of payment = 4612
Correspondence Tab: Dunn Procedure = 4600; Acctg Clerk = (P1,P2,P3,P4) Ignore: "The", "The City of"; Acct Stmt = 2
P1 -P4 choose according to region
SAVE & record new customer # in lower left of window (e.g. 46207947)
FD32 - Credit Ctrl Area = 0046, Check "Status", Hit Enter
Credit Limit = .04 (could not validate) or .05 (found in Secretary of State search)
Check Global Trade Sanctions - ZZ_DEBMAS_DIRR3 - use the new acct # created in step above (Notify Andrew Luce if fails)
If Group Key found, enter it by XD02. If Group Contract # found, create a Task under the new acct assigned to Kimberly Jackson to assign the contract #.
Block Account
First check for any open orders
XD02 - General Data > Add "ZZZ_" prefix and note the correct acct # in Name line 2
Extras > Blocking Data
Check-Mark: Posting Block - All Company Codes & Block Sales Support - All Sales Areas (except for ZCOL_)
ZZZ: "All Sales Areas" in: Order Block = 01, Delivery Block = 06, Billing Block = 21
ZCOL: "All Sales Areas" in: Order Block = 13, Delivery Block = 13, Billing Block = 21
ZBAN: "All Sales Areas" in: Order Block = 15, Delivery Block = 15, Billing Block = 21
Green-arrow-back
Extras > Deletion Flags
Check-Mark: All areas & General data
SAVE
Unblock Contacts
XD02 - General Data > Contact Person > click All Contact Persons button > double-click person's name
Adjust date to 12/31/9999 (after "bis") and uncheck central block
Upgrade to SOLD-TO Account
- Open transaction XD07 in PCA
- Input the customer number and press enter
- Click the green check or press enter again
- New account group = 4601 0046 Sold-to party
- Re-open the customer in XD01 and complete the Company Code Data set up (Account group = 4601 0046 Sold-to party; Company code = 0046; Sales Organization = 4600; Distribution Channel = 01; Division = 00)
- Run FD32 for the customer; Credit control area = 0046; check mark Status (Credit limit = .04 could not validate or .05 found in Secretary of State search)
ISIC Changes
Need approval from new Industry Manager and old one. Use Chatter in Salesforce.
Payment Term changes - must be approved by a CAT Team member if a GRP customer
Only for BASF, Cargill, Covestro - NOT for ADM, FMC
VV11 - ZO09; Enter; Doc.Type/Sales Org./Customer; Sales Doc Type = ZHOR, Sales Org = 4600
Sold-To Pt = account #, Enter, Funct = AP, Partner = <blank>, Medium = 1, Date/Time = 1, Language = EN
Double-Click row - IGNORE TH E SOFT ERROR (enter), Storage Mode = 2; Change Medium = 8; SAVE
*VV12 = Change
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