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Group9 Sap-Final

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Rye Yan Godes
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26 views7 pages

Group9 Sap-Final

Uploaded by

Rye Yan Godes
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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1.

Desktop Procedure

Process Business Partner Master Data Version 1.0


Sub Date
03.4.2024
process
Status Draft
Description This process will show how to create customer and vendor master data.

Prepared by Marilou G. Created Steps in Vendor Master Data


Narvasa
Prepared by Mengel Nudalo Created Steps in Customer Master Data
Prepared by Daphne Nardo Created Steps 4-6
Approved Norlyn Cinco
by

1. Relevant Systems/Applications
System Description
SAP stands for Systems Applications and Products in Data
Processing. SAP, by definition, is also the name of the ERP (Enterprise
Resource Planning) software as well as the name of the company. SAP
SAP
is one of the world's leading producers of software for the management
of business processes, developing solutions that enable effective data
processing and information flow across organizations.
Microsoft Word allows you to create professional-quality documents,
reports, letters, and résumés. Unlike a plain text editor, Microsoft
Microsoft
Word has features including spell check, grammar check, text and font
Word
formatting, HTML support, image support, advanced page layout, and
more
Microsoft Paint, also known as Paint, is a simple program that allows
Paint users to create basic graphic art on a computer. Included with every
version of Microsoft Windows since its inception.

2. Detail Level Process Description


Ref
.

Z
2.1 Create Customer Master Data
Step 1) Enter T-Code XD01
in Command field.

Step 2) Enter the detail in


Address Tab screen as
below-

1. Enter the title and


name of customer.
2. Enter search term,
for searching
customer.
3. Enter Street / House
Number.
4. Enter District / Postal
code / City /
Country / Region.

Step 3) Enter Data in


Control Data Tab Screen
Field

1. Enter Tax Number

Z
Step 4) Enter Data on
Payment Transactions tab.

1. Click on the
Payment
Transaction tab.
2. Enter Bank City /
Bank Key / Bank
Account / Account
Holder Name.
3. To enter more detail
about bank, click on
Bank Data Button.

After Click on Bank data


Button ,below screen
appear-

1. Enter bank name /


region
2. Enter City
3. Enter Swift Code

Step 5) Enter sales area


data-

Click on sales area button


on application tool bar.

Enter Customer pricing


procedure / Shipping data /
Partner functions.

Step 6) Save the record.

Click on Save Button.

2.2 Create Vendor Master Data Step 1.


From the SAP Business One

Z
Main Menu, choose
Administration > Choose
Change Company.

Step 2

Enter Transaction code


FK01 in SAP Command

Step 3.
In the Initial Screen,
Enter

1. Select Account
Group
2. Enter the
Company code in
which you want
to create the
vendor
3. Enter unique
Vendor id
according to
number range in
Account Group
You can also
leave
the Vendor field
blank. The
system will
assign a number
when the data is

Z
saved

Step 4.
In the next screen, In
Address Tab Enter the
Following

1. Enter the name


of the Vendor
2. Enter Search
Term, for
searching the
Vendor Id
3. Enter
Street/House
Number
4. Enter Postal
code/City

Step 5.
Next in the Account
Control section page
Enter the Corporate
Group if the Vendor
belongs to a corporate
group enter the group key

Z
Step 6.
Next in the Account
Management Section

1. Enter the
Reconciliation
Account
2. Enter the Cash
Management
Group

Step 7.
Next in
Payment Accounting Secti
on, Enter the Payment
Terms

Step 8.
Choose Save from the
Standard Toolbar

Step 9.
Check the Status bar for
Confirmation of successful
creation of Vendor Master.

Z
End of Procedures

3. Associated Policies and Documents


Insert all policies and existing documents that are associated with the described activities.
File
Location & Link
Name
https://www.guru99.com/how-to-create-vendor-master-data.html?
GURU99 fbclid=IwAR1QccAiterna1Rje2DKS0p1Ufd4Py9LlwSXgWdPZs8S-
hAvVokJTNmRul4
GURU99 https://www.guru99.com/create-customer-master-by-t-code-xd01-3.html

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