Test Script PUBLIC

SAP S/4HANA
March 2016

Create Customer Master (BND)

Content

1 Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

2 Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.1 System Access. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
2.2 Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.3 Required Organizational Units. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
2.4 Mandatory and Optional Master Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
2.5 Main Parameters for Data Creation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Business Partner Grouping and Number Ranges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Business Partner ID. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Business Partner Function. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Account Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

3 Overview Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

4 Procedure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
4.1 Creating Customer Master Data - General Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
4.2 Creating Customer Master Data - Company Code Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
4.3 Creating Customer Master Data - Sales Area Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

PUBLIC Create Customer Master (BND)

2 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Content
1 Overview

Create Customer Master Data

In this document you find a description of how to create a customer master data record for your SAP S/4HANA system. The description includes those data segments that
are relevant for the SAP S/4HANA appliance, such as Central Data, Sales Area Data, and Company Code Data. Fields that are not relevant for the scope of the SAP S/4HANA
content, as delivered by SAP Best Practices, are not described in this document.

A customer master record that is created as described here can be used for processing sales orders or for standard accounts receivable processing.

Create Customer Master (BND) PUBLIC

Overview © 2016 SAP SE or an SAP affiliate company. All rights reserved. 3
2 Prerequisites

2.1 System Access

The test should be conducted with the following system:

System Details

System Accessible via Fiori launchpad. Your system administrator provides you with the URL to access
the various apps assigned to your role.

2.2 Roles

Use the following standard test users or assign roles to testers, respectively:

SAP S/4HANA, on premise edition:

Business Role Name Business Role ID Log On

Master Data Specialist – Business Partner Data SAP_BR_BUPA_MASTER_SPECIALIST Suggested sample user: your user

For more information about business roles, refer to Assigning business roles to a user in the Administration Guide for the Implementation of SAP S/4HANA On-Premise
Edition .

SAP S/4HANA, cloud edition:

Business Catalog Role Name Business Catalog Role ID Log On

Master Data – Business Partner SAP_BCR_CMD_BP_MAINT_PC Suggested sample user: ACCRECEIVABLES

Master Data - Customer Master SAP_BCR_CMD_CUSTOMER_MAINT_PC Suggested sample user CUSTMASTER

PUBLIC Create Customer Master (BND)

4 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Prerequisites
2.3 Required Organizational Units

Some segments of customer master data are dependent on the organizational units of the company, General (Central) Data does not depend on an organizational unit or the
company code. The following table gives an overview of these different data segments and their relevant organizational units:

Data Segment Depends On Field Examples Comments Organizational Unit to be Used

General / Central Data Independent from organizational ID, Name, Address, Bank Account, Central data exists only once for a n/a
units Tax Number, Industry Classification customer master data record.

Company Code Data Company Code Reconciliation Account, Payment Company code data can exist for ev­ Company Code: ____________
terms, Accounting Clerk responsible, ery company code ID of your enter­
Account Number at Customer prise structure for which the cus­
tomer master record is used.

Sales Area Data Sales Organization, Distribution Standard Ordering Currency, Default Sales Data can exist for every sales Sales Organization: __________
Channel, and Division Delivering Plant, Payment terms, Tax area for which the customer master
Distribution Channel: __________
Classification record is used.
(The Sales Area is a combination of
Division: __________
these three org. units)

2.4 Mandatory and Optional Master Data

Some segments of customer master data are dependent on the organizational units of the company, General (Central) Data does not depend on an organizational unit or the
company code. The following table gives an overview of these different data segments and their relevant organizational units:

Data Segment Depends On Field Examples Comments Organizational Unit to be Used

General / Central Data Independent from organizational ID, Name, Address, Bank Account, Central data exists only once for a n/a
units Tax Number, Industry Classification customer master data record.

Company Code Data Company Code Reconciliation Account, Payment Company code data can exist for ev­ Company Code: ____________
terms, Accounting Clerk responsible, ery company code ID of your enter­
Account Number at Customer prise structure for which the cus­
tomer master record is used.

Create Customer Master (BND) PUBLIC

Prerequisites © 2016 SAP SE or an SAP affiliate company. All rights reserved. 5
Data Segment Depends On Field Examples Comments Organizational Unit to be Used

Sales Area Data Sales Organization, Distribution Standard Ordering Currency, Default Sales Data can exist for every sales Sales Organization: __________
Channel, and Division Delivering Plant, Payment terms, Tax area for which the customer master
Distribution Channel: __________
Classification record is used.
(The Sales Area is a combination of
Division: __________
these three org. units)

2.5 Main Parameters for Data Creation

In this section, we describe some basic parameters that influence the behavior of a master record and are always required to create a customer master data record:

2.5.1 Business Partner Grouping and Number Ranges

Business Partner Groupings determine the number ranges for the Business Partner IDs. You cannot change the assignment or IDs afterwards. If a Business Partner Grouping
is assigned to an internal number range, you cannot enter the Business Partner ID manually. In this case, leave the field blank as the system automatically chooses a number
from the assigned numeric number range.

The following business partner groupings and corresponding number ranges are defined for business partners (customers, suppliers, contacts, employees, and so on):

Business Partner Grouping Range / Business Partner ID Comments

BP01 External numeric number range (low): Use this grouping, for example, to migrate numeric master data
records
1 – 999999

BP02 Internal numeric number range for standard use: If no Business Partner Group is entered, this number range is
used per default.
1000000 – 9999999

BP03 External numeric number range (high): Reserved for SAP sample master data objects.

10000000 – 999999999

PUBLIC Create Customer Master (BND)

6 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Prerequisites
 Business Partner Grouping Range / Business Partner ID Comments

BPAB External alpha-numeric number range: This range must start with a character.

A – ZZZZZZZZZZ

BPEE Internal numeric number range: Reserved for business partners used as Employees.

9980000000 – 9999999999

2.5.2 Business Partner ID

Business Partner ID

The following options for assigning the Business partner identifier (ID) are available:

● Enter an ID along with a Business Partner Grouping for external numbering. For example

Business Partner Grouping Possible Entries for the Business Partner ID

BP01 Any number within the corresponding interval 1 – 999999

BPAB Any alpha-numeric combination up to 10 characters, provided you start with a character, for ex­
ample, Z-TEST01

If you have not specified the Business Partner Grouping and leave the business partner ID blank, the system takes the next free number from the Business Partner Grouping
BP02. This grouping is defined as the standard grouping for internal numeric business partner IDs.

2.5.3 Business Partner Function

Business Partner Function

The business partner function determines the rights and responsibilities of each partner in a business transaction.

Examples for partner functions in Sales and Distribution are: Sold-to party, Ship-to party, and so on.
Create Customer Master (BND) PUBLIC
Prerequisites © 2016 SAP SE or an SAP affiliate company. All rights reserved. 7
2.5.4 Account Group

Account Groups are leading control parameters for creating the ERP data segments of a customer master record. Currently, the only supported account group for customer
master data is CUST.

PUBLIC Create Customer Master (BND)

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3 Overview Table

This scope item consists of several process steps that are listed in the following table:

Process Step Business Role App/Transaction Expected Results

Creating Customer Master Data- General Data Master Data Specialist - Business Partner Data Maintain Business Partners Customer Master – General Data is created

Creating Customer Master Data- Company Master Data Specialist - Business Partner Data Maintain Business Partners Customer Master – Company Code Data is
Code Data created

Creating Customer Master Data- Sales Area Master Data Specialist - Business Partner Data Maintain Business Partners Customer Master – Sales Area Data is created
Data (Sales & Distribution)

Create Customer Master (BND) PUBLIC

Overview Table © 2016 SAP SE or an SAP affiliate company. All rights reserved. 9
4 Procedure

This section describes procedures for each process step that belongs to this scope item. You can use these procedures also for testing the master data creation.

4.1 Creating Customer Master Data - General Data

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test

date.

Business Role(s)

Responsibility <State Service Provider, Customer or Joint Service Duration Enter a

Provider and Customer> duration.

Procedurefor SAP S/4HANA on-premise edition:

Test Step # Test Step Name Instruction Expected Result Pass/Fail/Comments

1. Log on Log on to the SAP Fiori Launchpad The Start page appears.
using your user credentials.

2. Open Maintain Business Partner Choose the Maintain Business A new window opens, displaying the
Master Data Partner tile. Maintain Business Partner screen.

3. Create a BP Organization Choose the Organization button. The Create Organization screen ap­
pears.

PUBLIC Create Customer Master (BND)

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 Test Step # Test Step Name Instruction Expected Result Pass/Fail/Comments

4. Enter General Data Make the following entries:

● Business Partner: Leave

blank or enter a
specific ID
● Grouping: External alpha-
numeric numbering

The Create in BP role field is filled by

the system with the Business Partner
(Gen.) role. Keep this setting.

Note
For more information about Gen­
eral Data details, see the Prereq­
uisites section.

5. Enter Address Data On the Address tab page in the Name

section, enter the following data:

● Title: 0003 -Company

● Name: Name

6. Enter Address Data In the Standard Address section, en­

ter the address.

7. Enter Time Zone and Transporta­ In the Street Address section, choose
tion Zone the More fields icon. Enter the follow­
ing data:

● Timezone
● Transportation Zone

8. Enter Search Term On the Address tab page in the

Search Term section, enter one or
more search terms for the customer.

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 Test Step # Test Step Name Instruction Expected Result Pass/Fail/Comments

9. Enter Communication Data In the Communication section in the

Language field, enter the preferred
language of the customer.

10. Enter Tax Numbers On the Identification tab, in the Tax

Numbers section, enter the following
data:

● Category
● Tax Number

Note
Choose the correct category ap­
plicable for the customer's coun­
try. For example, for a German
business partner you maintain a
value for the Category DE1, which
represents the commonly used
VAT tax number (Umsatzsteuer-
Identifikationsnummer).

11. Enter Bank Accounts On the Payment Transactions tab

page in the Bank Details section, en­
ter the following data:

● Bank Key
● Bank acct.

Caution
Bank keys must be defined be­
forehand. Use the value help for
more information on allowed en­
tries in this field.

12. Save your data Save your entries.

PUBLIC Create Customer Master (BND)

12 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Procedure
Procedure for SAP S/4HANA cloud edition:

Test Step # Test Step Name Instruction Expected Result Comments

1. Log on Log on to the SAP Fiori Launchpad The Start page appears.
using your user credentials.

2. Open Customer Master Choose the Customer Master The Customer Master screen opens.
(Create/Change/Display) tile in the
Master Data – Customer Master
area.

3. Choose Add (+) In the Customer Master screen, The Customer Master – New
choose + (Create New Customer Customer Master screen opens in
Master) Edit Mode.

Create Customer Master (BND) PUBLIC

Procedure © 2016 SAP SE or an SAP affiliate company. All rights reserved. 13
Test Step # Test Step Name Instruction Expected Result Comments

4. Enter Basic Data In the Customer Master – GENERAL

INFORMATION screen section make
the following entries:

Basic Data

● Grouping: for example, BPAB

● Business Partner: for example, Z
… that is, any external alphanu­
meric ID, as this must start with
a character.
● BP Category: 2
Organization
● Title: 0003 Company
● Name(s): enter name

Organizational Data

● Customer classification: for ex­

ample, A – A-Customer

Note
See details on BP-Groupings
and how they relate to ID
numbering in the Business
Partner Grouping and Num­
ber Ranges section in this
document.

PUBLIC Create Customer Master (BND)

14 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Procedure
 Test Step # Test Step Name Instruction Expected Result Comments

5. Choose Roles In the Customer Master – New You are navigated to the ROLES
Customer Master … screen, choose screen section
ROLES

Note
A Customer Master must be cre­
ated with either BP role FLCU00
(FI Customer) and/or FLCU01
(Customer) ,with sales data, when
used in Sales and/or Purchasing
scenarios.

6. Choose Add (+) In the Customer Master – New The Roles screen opens in Edit Mode.
Customer Master – ROLES … screen,
choose + (Add)

7. Enter Roles Data In the Roles – New Roles – GENERAL

INFORMATION screen area make the
following entries:

● BP Role: FLCU01

8. Return to main screen Choose the back arrow You should see the added BP-Role in
the main screen
Note
Ensure the message Draft saved
appears at the bottom of the
screen, before you return to the
main screen.

Create Customer Master (BND) PUBLIC

Procedure © 2016 SAP SE or an SAP affiliate company. All rights reserved. 15
Test Step # Test Step Name Instruction Expected Result Comments

9. Enter additional Roles Data Repeat the previous steps , from After you complete entering all BP-
Choose Roles, step 5 through the Roles, they appear in the ROLES
previous step, 8 for BP Role data en­ screen section of the Customer
try. Add each of the following roles: Master main screen

● BP Role: FLCU00
● BP Role: UDM000

10. Choose Address In the Customer Master – New You are navigated to the ADDRESS
Customer Master screen, choose screen section
ADDRESS

11. Choose Add (+) In the Customer Master – New The Address – New Address screen
Customer Master – ADDRESS… opens in Edit Mode.
screen, choose + (Add)

PUBLIC Create Customer Master (BND)

16 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Procedure
 Test Step # Test Step Name Instruction Expected Result Comments

12. Enter Address Data In the Address- New Address screen

make the following entries:

ADMIN DATA

● Address Type: XXDEFAULT

● Country: e.g. US

Populate all other relevant fields in

the screen areas ADDRESS DETAILS
and COMMUNICATIION DATA based
on your needs, for example:

ADDRESS DETAILS

● House Number: for example,

200
● Street: for example, Augusta
Ave SE
● Postal Code: for example,
30315-1402
● City: for example, Atlanta
● State: for example, GA
● Time Zone: for example, EST
● Transportation Zone: for exam­
ple, 0000000002

Tax Jurisdiction: enter the tax juris­

diction.

Note
When you create a Business Part­
ner located in the United States,
the Tax Jurisdiction code is auto­
matically determined. However,
you must enter the correct and
complete address, as the jurisdic­

Create Customer Master (BND) PUBLIC

Procedure © 2016 SAP SE or an SAP affiliate company. All rights reserved. 17
Test Step # Test Step Name Instruction Expected Result Comments

tion is derived based on the en­

tries of, State and Postal Code.

COMMUNICATION DATA

● Language: for example, EN

● Telephone: add appropriate in­

formation, as required

● Email: add email address, for ex­

ample,[email protected]

13. Return to main screen Choose the back arrow .

Note
Ensure the Draft Saved message
appears at the bottom of the
screen before you return to the
main screen.

14. Choose Bank In the Customer Master – New You are navigated to the BANK
Customer Master … screen section, screen area
choose BANK

15. Choose Add (+) In the Customer Master – New The Bank – New Bank screen ap­
Customer Master – BANK… screen, pears in Edit Mode.
choose + (Add)

PUBLIC Create Customer Master (BND)

18 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Procedure
 Test Step # Test Step Name Instruction Expected Result Comments

16. Enter Bank Data In the Bank – New Bank – GENERAL

INFORMATION screen make the fol­
lowing entries:

● Bank Detais ID: for example,

BNK1
● Bank Country: for example, US
● Bank: for example, 011000390
– Bank 1
● Account Number: for example,
102030
● Populate all other fields for Bank
Data based on your require­
ments.

17. Return to main screen Choose the back arrow.

Note
Ensure the Draft Saved message
appears at the bottom of the
screen before you return to the
main screen.

18. (Optional) In the Customer Master – New You are navigated to the TAX
Customer Master … screen, choose NUMBER screen section.
Choose Tax Number
TAX NUMBER

19. Choose Add (+) In the Customer Master – New

Customer Master – TAX NUMBER…
screen section, choose + (Add)

Create Customer Master (BND) PUBLIC

Procedure © 2016 SAP SE or an SAP affiliate company. All rights reserved. 19
Test Step # Test Step Name Instruction Expected Result Comments

20. Enter Tax Number Data In the Tax Number – New Tax
Number – GENERAL INFORMATION
screen make the following entries:

● Tax Category:enter the category

● Tax Number: enter the number

Entering Tax Numbers depends on

the specific country requirements.

Note
Choose the correct category that
applies for the customer's coun­
try. For example, for a German
business partner you maintain a
value for the Category DE1, repre­
senting the commonly used VAT
tax number (Umsatzsteuer-Iden­
tifikationsnummer).

Only populate the fields if required,

otherwise choose Delete to remove
the (empty) data set.

21. Save your data Choose Save. System issue an info message that
the object has being saved.

4.2 Creating Customer Master Data - Company Code Data

Test Administration

Customer project: Fill in the project-specific parts.

PUBLIC Create Customer Master (BND)
20 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Procedure
 Test Case ID <X.XX> Tester Name Testing Date Enter a test
date.

Business Role(s)

Responsibility <State Service Provider, Customer or Joint Service Duration Enter a

Provider and Customer> duration.

Procedure for the SAP S/4HANA on-premise edition when using Web GUI:

Prerequisite

You must complete the previous section, Creating Customer Master Data – General Data, before you procede with this section.

Begin the procedure after you have saved the General Data entries, as described in the previous chapter, on the Display Organization: Customer Name screen.

Test Step # Test Step Name Instruction Expected Result Pass/Fail/ Comments

1 Switch to Change mode Choose the Switch Between Display

and Change (F6) (mouse over text)
button to switch to change mode.

2 Change BP role In the Change in BP role field, choose

the following value:

FI Customer

Note
The technical key of this BP role is
FLCU00

3 Open Company Code Data Choose the Company Code button at The Company Code screen appears.
the top of the screen.

4 Enter Company Code Enter the Company Code.

Create Customer Master (BND) PUBLIC

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Test Step # Test Step Name Instruction Expected Result Pass/Fail/ Comments

5 Enter Customer Accounting Data On the Customer: Account

Management tab page in the Account
Management section, enter the fol­
lowing data :

● Reconciliation Account :
12100000 (Trade
Receivables Domestic)
● Sort key

Note
There might be other G/L recon­
ciliation accounts for foreign cus­
tomers or affiliates.

6 Enter Customer Payment Data On the Customer: Payment

Transactions tab page in the
Payment Data section, make the fol­
lowing entry:

● Payment Terms.

Note
The Terms of Payment de­
fined in this step can be over­
ruled by the Terms of Pay­
ment defined on the Sales
Area level.

7 Enter Customer Correspondence On the Customer: Correspondence

Data tab page in the Correspondence sec­
tion, enter the following data:

● Accounting Clerk
● Account at Customer

PUBLIC Create Customer Master (BND)

22 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Procedure
 Test Step # Test Step Name Instruction Expected Result Pass/Fail/ Comments

8 Save your data Save your entries. The entry in the Change in BP role
field switches from FI Customer
(New) to FI Customer (defined).

Procedure for the SAP S/4HANA when using SAP Fiori:

Prerequisite

You must complete the previous section, Creating Customer Master Data – General Data, before you procede with this section.

Begin the procedure after you have saved the General Data entries, as described in the previous chapter, on the Display Organization: Customer Name screen.

Test Step # Test Step Name Instruction Expected Result Comments

1. Choose Edit Choose Edit. The Customer Master screen opens .

in Edit Mode again (fields are ready
Note for your input).

This step assumes you are con­

tinuing from the previous step
and are already logged on to the
Master Data - Customer Master
section, Customer Master
(Create/Change/Display) tile. Af­
ter you have saved your General
Data from the previous section,
the system is in Display Mode. To
proceed, you must be in Edit
Mode.

2. Choose Company Code In the Customer Master… screen, You are navigated to the COMPANY
choose COMPANY CODE CODE screen section.

Create Customer Master (BND) PUBLIC

Procedure © 2016 SAP SE or an SAP affiliate company. All rights reserved. 23
Test Step # Test Step Name Instruction Expected Result Comments

3. Choose Add (+) In the Customer Master – COMPANY The Customer Company Code …
CODE screen section, choose + screen opens in Edit Mode.
(Add)

4. Enter Company Code Data In the Customer Company Code

screen make the following entries:

ADMIN DATA – General Data

● Company Code : enter the com­

pany code, for example, 1710

CORRESPONDENCE

● Accounting Clerk: for example,

01 Mr. Smith

FINANCE – Payment

● Payment Terms: 0001

● Incoming Payment Methods: for

example, CT (Check and Trans­
fer,for example for US)

● Reconciliation Account: for ex­

ample, 12100000 – Trade
Receivables Domestic

● Sort key: for example, 009

External Doc. Number

5. Return to main screen Choose the back arrow.

Note
Ensure the message Draft saved
appears at the bottom of the
screen, before you return to the
main screen.

PUBLIC Create Customer Master (BND)

24 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Procedure
 Test Step # Test Step Name Instruction Expected Result Comments

6. Save your data Choose Save. System displays message that the
object is saved.

4.3 Creating Customer Master Data - Sales Area Data

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test

date.

Business Role(s)

Responsibility <State Service Provider, Customer or Joint Service Duration Enter a

Provider and Customer> duration.

Procedure for the SAP S/4HANA on-premise edition when using SAP GUI or Web GUI:

Prerequisite

You must complete the previous section, Creating Customer Master Data – General Data, before you procede with this section.

Begin the procedure after you have saved the General Data entries, as described in the previous chapter, on the Display Organization: Customer Name screen.

Test Step # Test Step Name Instruction Expected Result Pass/Fail/Comments

1. Switch to Change mode Choose the Switch Between Display

and Change (F6) (mouse over text)
button.

Create Customer Master (BND) PUBLIC

Procedure © 2016 SAP SE or an SAP affiliate company. All rights reserved. 25
Test Step # Test Step Name Instruction Expected Result Pass/Fail/Comments

2. Change BP role In the Change in BP role field, choose

the following value:

Customer

Note
The technical key of this BP role is
FLCU01

3. Open Sales Area Choose the Sales and Distribution The Sales Area screen appears.
button at the top of the screen.

4. Enter Sales Area Data Enter the following data:

● Sales Org.
● Distr. Channel
● Division

Note
These three entries (Sales Organi­
zation, Distribution Channel, and
Division) form the sales area. In
many cases, the sales area sets
the context for sales processing,
for example, within the sales or­
der or pricing.

5. Enter Sales Orders Data On the Orders tab page in the Order
section, enter the following data:

● Currency

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26 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Procedure
 Test Step # Test Step Name Instruction Expected Result Pass/Fail/Comments

6. Enter Shipping Data On the Shipping tab page in the

Shipping section, enter the following
data:

● Delivery Priority
● Delivering Plant
● Shipping Conditions

7. Enter Billing Data On the Billing tab page in the Delivery

and Payment Terms section, make
the following entries:

● Incoterms: <EXW /
Location of seller>
● Payment Terms: <Payment
Terms>

Note
The payment terms defined here
are copied into a sales order and
used instead of the Payment
Terms defined on company code
level.

8. Enter Accounting Data In the Accounting section, enter the

following data:

● AcctAssgGr: <Account
assignment group>

For example, domestic customers

may be assigned to account assign­
ment group 01; foreign customers
may be assigned to group 02. Use
the value help to see more options.

Create Customer Master (BND) PUBLIC

Procedure © 2016 SAP SE or an SAP affiliate company. All rights reserved. 27
Test Step # Test Step Name Instruction Expected Result Pass/Fail/Comments

9. Enter Tax Data In the Output Tax section, choose the

following value for the existing entry
in the table:

● Tax Classification: <1>

For example, value <1> means that

this customer is fully taxable.

10. Enter Partner Functions Data On the Partner Functions tab page,
create the four standard partner
functions for this customer. Enter
the following values in the PR col­
umn:

● SP - Sold-to Party
● BP – Bill-To Party
● PY – Payer
● SH – Ship-to Party

Note
The four partner roles mentioned
are the minimum set of roles for
assigning to a customer master
data record, to work in a standard
sale and distribution process.

11. Open General Data Choose the General Data button on

the top of the screen.

12. Enter Organization Data On the Customer: General Data tab

page in the Marketing section, enter
the following data:

● Customer Classific.:
<Customer
classification>

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 Test Step # Test Step Name Instruction Expected Result Pass/Fail/Comments

13. Save your data Save your entries.

Procedure for the SAP S/4HANA when using SAP Fiori:

Prerequisite

You must complete the previous section, Creating Customer Master Data – General Data, before you procede with this section.

Begin the procedure after you have saved the General Data entries, as described in the previous chapter, on the Display Organization: Customer Name screen.

Test Step # Test Step Name Instruction Expected Result Comments

1. Choose Edit Choose Edit. The Customer Master screen opens

in Edit Mode (fields are ready for your
Note input).

This step assumes you are con­

tinuing from the previous step
and are already logged on to the
Master Data - Customer Master
section, Customer Master
(Create/Change/Display) tile. Af­
ter you have saved your data from
the previous section, the system
is in Display Mode. To proceed,
you must be in Edit Mode.

2. Choose Sales Area From Customer Master…, choose You see the SALES AREA screen sec­
SALES AREA tion.

3. Choose Add (+) In the Customer Master – COMPANY The Customer Sales Area … screen
CODE section, choose + (Add) opens in Edit Mode.

Create Customer Master (BND) PUBLIC

Procedure © 2016 SAP SE or an SAP affiliate company. All rights reserved. 29
Test Step # Test Step Name Instruction Expected Result Comments

4. Enter Sales Area Data In Customer Sales Area, enter the fol­
lowing data:

ADMIN DATA

● Sales Org.: for example, 1710

● Distr. Channel: for example, 10

● Division: for example, 00

SALES AREA DETAILS

Sales Orders

● Account at Customer: …

● Currency: for example, USD

Pricing and Statistics

● Customer pricing Procedure: for

example, 01

Shipping:

● Delivery Priority: for example,

02
● Shipping Conditions: for exam­
ple, 01

● Delivery Plant: for example,

1710

Billing:

● Incoterms: for example, EXW

● Incoterms (Part 2): for example,
Palo Alto

● Payment Terms: for example,

0001

PUBLIC Create Customer Master (BND)

30 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Procedure
 Test Step # Test Step Name Instruction Expected Result Comments

Accounting:

● Account assignment group: for

example, 01 Domestic
Revenues

5. Choose Sales Area – Tax Data In the Customer Sales Area s creen, You see the Customer Sales Area
choose TAX TAX section.

6. Choose Add (+) In the Customer Sales Area – TAX The Sales Area Tax screen opens in
screen section, choose + (Add) Edit Mode.

7. Enter Sales Area Data – Tax Data In Sales Area Tax – GENERAL The Tax Category is depending on
INFORMATION make the following the country solution. E.g. for creating
entries: a DE Customer, you would chose
TTXJ
General Information:

● Country: for example, US

● Tax Category: enter the
appropriate Tax
Jurisdiction Code

Note
The Tax Category entry is de­
pendent upon customer loca­
tion. For example, UTXJ is
the tax category for creating
a US Customer, TTXJ is the
tax category. for creating a
DE Customer.

● Tax Classification: for example,

1 (UTXJ Liable for
Taxes)

Create Customer Master (BND) PUBLIC

Procedure © 2016 SAP SE or an SAP affiliate company. All rights reserved. 31
Test Step # Test Step Name Instruction Expected Result Comments

8. Return to main screen Choose the back arrow.

Note
Ensure the message Draft saved
appears at the bottom of the
screen, before you return to the
main screen.

9. Choose Sales Area – Partner Func­ From Customer Sales Areas, choose Customer Sales Area -PARTNER
tions PARTNER FUNCTIONS FUNCTIONS section displays..

10. Choose Add (+) In the Customer Sales Area – Partner Function – GENERAL
INFORMATION opens in Edit Mode.
PARTNER FUNCTIONS section,
choose + (Add)

11. Enter Partner Function Data From Partner Function – GENERAL

INFORMATION, make the following
entries:

General Information:

● Partner Role: SP Sold-To

Party
● Self: X

12. Return to main screen Choose the back arrow. The added BP-Role appears in the .
main screen
Note
Ensure the message Draft saved
appears at the bottom of the
screen, before you return to the
main screen.

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32 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Procedure
 Test Step # Test Step Name Instruction Expected Result Comments

13. Enter additional Roles Data Repeat the previous steps, from add­ After you have entered all BP-Roles, 2-character Partner Role keys are
ing a partner function, step 10, to you should see them in the ROLES language dependent. The keys docu­
step 12, to include additional BP Role screen section of the Customer mented here are valid for logon lan­
data. Enter the following for each Master main screen guage English.
Partner Role:
In other languages, these keys may
be different, e.g. in German they are:
Note
● AG for Sold-to (Auftraggeber)
Two-character Partner Role keys ● WE for Ship-to (Warenemp­
are language dependent. The keys fänger)
documented here are valid for
● RE for Bill-to (Rechnungsemp­
logon language English.
fänger)
In other languages, these keys ● RG for Payer (Regulierer)
may be different, for example, the
two-characters in German are:

● AG for Sold-to (Auftrag­

geber)
● WE for Ship-to (Warenemp­
fänger)
● RE for Bill-to (Rechnung­
sempfänger)
● RG for Payer (Regulierer)

Partner Role: Ship-to Party

● Partner Role: SH Ship-to

Party
● Self: X

Partner Role: Bill-to Party

● Partner Role: BP Bill-To

Party
● Self: X

Partner Role: PY Payer

● Partner Role: PY Payer

Create Customer Master (BND) PUBLIC

Procedure © 2016 SAP SE or an SAP affiliate company. All rights reserved. 33
Test Step # Test Step Name Instruction Expected Result Comments

● Self: X

14. Return to main screen Choose the back arrow, twice.

Note
Ensure the message Draft saved
appears at the bottom of the
screen, before you return to the
main screen.

15. Save your data Choose Save. System displays message that the
object is saved.

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34 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Procedure
Important Disclaimers and Legal Information

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As far as possible, SAP documentation is gender neutral. Depending on the context, the reader is addressed directly with "you", or a gender-neutral noun (such as "sales person" or "working days") is used. If when referring to members of both sexes, however, the
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Important Disclaimers and Legal Information © 2016 SAP SE or an SAP affiliate company. All rights reserved. 35
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