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BP UserManual - Customer

This document provides instructions for creating and managing business partners (customers) in SAP. It outlines the key steps to create a new customer, add roles and assign company code and account details. It also describes how to modify an existing customer, create contact persons, block/unblock customers, search for customers, and add documents to a customer record. The main steps are: 1) Enter transaction code BP to access the business partner screen 2) Select new or existing customer and required roles like CVI:Customer, CVI:FI Customer 3) Enter mandatory fields like name, address, tax details, account numbers 4) Assign company code, sales organization and account details 5) Create contact persons

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kunalranjan87
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125 views

BP UserManual - Customer

This document provides instructions for creating and managing business partners (customers) in SAP. It outlines the key steps to create a new customer, add roles and assign company code and account details. It also describes how to modify an existing customer, create contact persons, block/unblock customers, search for customers, and add documents to a customer record. The main steps are: 1) Enter transaction code BP to access the business partner screen 2) Select new or existing customer and required roles like CVI:Customer, CVI:FI Customer 3) Enter mandatory fields like name, address, tax details, account numbers 4) Assign company code, sales organization and account details 5) Create contact persons

Uploaded by

kunalranjan87
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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USER MANUAL

BUSINESS PARTNERS
(CUSTOMER)
1. Business Partner Creation : CUSTOMER

T- CODE : BP

Business Partner Roles :


General Business Partner
FLCU00 - CVI: FI Customer
FLCU01- CVI: Customer
UKM000- BP credit Management

Role FLCU00 will have


General data
Company Code data
Account Management, Payment etc
Role FLCU01will have
General data
Sales & distribution related data like sales org, sales, billing etc

Role UKM000 will have be created by Masterdesk , data related Credit segment, credit limit
etc will be updated by CMG team.
1. Enter T-code BP. The below screen Opens

2. To create New BP , click on Organisation/Person, depending on the requirement.


3. Below screen Open up

4. Select the account group for which customer needs to be created and select the role as
General Business Partner.

5. Click on Control tab and enter BP Type field same as Account group.
6. Mandatory fields related to BP type gets activated

Enter all the mandatory fields

7. Address tab:
Mandatory Fields:
a) Title
b) Name
c) Search Term 1/2
d) Pin code and City
e) Country
f) Transportation Zone
g) Language
8. Identification tab:
Mandatory Field
a) Tax Classification 3
Optional Field : Legal form, industry

9. Payment Transaction : Bank details data updation

Click on SAVE button


Message pop up on business partner creation on successful transaction.

To add Sales and Distribution details to Customer :


Change the Business Partner in change mode and assign FLCU00 CVI: FI
Customer

10. Customer : General data Tab


Mandatory Field
a) Nielsen Indicator
b) Customer Classification
Optional Fields:
c) Industry Code1
11. The City code can be entered in Customer : tax data Tab

12. Click on Sales and Distribution Tab to enter sales Org related data
13. Enter Sales Org/Division/Distribution Channel and press Enter

14. Orders Tab

Mandaroty fields :
a) Currency :INR is populated as default value
b) order probability : 100 %- default value
c) Customer Pricing Procedure : 1 as default vale
d) Customer statistic Group
14.Shipping Tab

Mandaroty fields :
a) Shipment Mode

15. Billing Tab

Mandaroty fields :
a) Account assessment cust Grp
b) Tax Details
Click on SAVE button
Message pop up on business partner changes successfully.

TO ADD PAN CARD DETAILS TO CUSTOMER (IF REQUIRED)

16. Open the BP in Change Mode and click on Customer : Country Spec enhancement tab
TO ASSIGN COMPANY CODE DETAILS to CUSTOMER

16. Select Role FLCU00 CVI: FI CUSTOMER from Business Partner Role dropdown and click on
Company Code Tab

17. Enter the Company Code


18. Customer : Account Management Tab
Mandaroty fields :
a) Reconcilation Account
b) Planning Group (earlier in XD01, it was knows as cash management group)
c) Interest Indicator

19. Customer : Payment Transactions Tab

Optional field :
a) Payment Terms
b) Payment Method
c) House Bank
20. Press ‘SAVE’ Button

Once both CVI:Customer & CVI:FI Customer roles are assigned, open the Customer in Change
Mode and assigned UKM000 BP Credit Management and press SAVE button
2. Business Partner Modification:
Customer
T- CODE : BP

1. Enter T-code BP. The below screen Opens and enter the Business Partner code

2. Click on the change button


To extend existing customer to another sales Organization:

3. Click on Switch Area button and enter sales Org/Dist Channel/Division


4. Enter relevant data and press SAVE button

4. Business Partner Contact Person


Creation :
T –Code : BP

1. Click on Person to create new Contact person


2. Select Contact Person from Account group and select role as BUP001: Contact Person

3. Address Tab :
a) Title
b) First Name/Last Name
c) Telephone /Mobile Number
d) Country : default value : IN
4. Click on SAVE button

5. Click on Relationships

6. Select Relationship category as TBUR001- Is Contact Person for from dropdown


And enter the Business Partner code for which this contact number needs to be
attached and then click on “Create” button
7. If required, tag the customer as VIP/Department etc and click OK button

8. The attached Contact Persons details are displayed and click on “Save” Button
5. Blocking/Unblocking Business Partner
T –Code : BP
1. Upon the Business Partner Code in change mode and click on Sales & Distribution
tab

2. Select the sales areas details and press enter


3. Go to Status Tab

4. Select the option for blocking at different level . Check the required option and
press SAVE button
5. For Unblocking the customer : Remove the tick mark at the desired level and press
‘SAVE’ button

6. Search Business Partner


T –Code : BP

The Business Partners can be searched using BP number, Search Term, Name,
Address, Customer Code and Vendor code
Search using Customer Number :

a) Select customer number in Search By field


b) Enter the Customer
c) press START button

d) select the Business Partner from the search result and the data pertaining to
selected BP code is displayed
7. Create Business Partner : FI Customers
T –Code : BP
1. Enter T-code BP. The below screen Opens

2. To create New BP , click on Organisation/Person, depending on the requirement.


3. Below screen Open up

4. To create FI Customer : select the FI customer account group and BP role as FLCU01
CVI:FI Customers
5. Enter all the mandatory fields
15. Address tab:
Mandatory Fields:
h) Title
i) Name
j) Search Term 1/2
k) Pin code and City
l) Country : By default “IN”(for India) will be populated. If required change it
m) Language : EN-English is set as default value.
6. PAN number details can be maintained under the tab : Customer : Country spec
Enhancement
7. Click on Company Code tab to enter details related company code

8. Enter Company code and Reconciliation account number

9. Enter the payment terms


10. Press on SAVE button to save the details

16. PAN Card details are entered in Customer :country specific enhancement
8. Adding Document for a CUSTOMER
Tcode : BP
1. Open the Customer in change mode and select the CVI:Customer in the BP role
2. Click on EXTRAS from Menu and then on Documents

3. The below screen Opens up


4. Click on Create button and standard Doc types option
5. Click on the ype of document which you are planning to upload

6. Select the document and clikc on check button .


7. The attached document can be viewed from Business Document Navigator window upper
part.

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