Sameers Managing Customer Material Info Record

Training materials
Estimated duration: 45 minutes

 This session is intended for people with the following
profiles:
◦ DCS - Customer Data Manager - Sales View
◦ DPI - Packing Instruction Data Manager
◦ DSC- Sales Conditions Manager

 This session has the following prerequisites:
◦ GAL01 – Introduction to navigation

 At the end of the training session, you will be able to:
Open a customer account
◦ Create material master data specific to a customer
◦ Create packing instructions specific to a customer
◦ Create end-of-year discounts (discounts, rebates)
◦ Record prices in the system
◦ Create contracts for customers
◦ Perform a sale of service

Create the customer
info record

DCI

[P] Purchasing [S] Sales
[M] Manufacturing [F] Finance
[SM] Stock management [C] Controlling

DCI Customer material information record Data
Manager

 The Customer material information record contains material master data
specific to a given customer: the customer reference for a Rexam material,
for example

 This data is not mandatory, but is only created if really needed

 When entering a sales order for a customer and a material for which there is
a Customer material information record, the data in the record is filled in by
default, taking precedence over the standard customer and material data

 You can also enter only a Customer material information record number
when creating a sales order, in order to facilitate data entry

1/6

 What information do I need to create a Customer
material information record?
◦ The customer account number
◦ The sales organization (Greenville, Constantine, Washington,
etc.)
◦ The division (Dispensing, Pharma, Closures and Containers)
◦ The number of the material master record

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 Access via menu:

 Create a Customer material information record
(VD51)

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 Initial screen

1

2
3

1. Enter the number of the sold-to party concerned
2. Enter the sales organization for which this material master
data specific to the customer will be valid. You can find this
information by using the search assistance for these fields
3. Enter the distribution channel 01

4/6

 Header:

2

1

1. Enter the material number for which you must enter data
specific to the customer.
2. Click on the magnifying glass to display the screen for
entering material master data specific to the customer.

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 Item: 6 7

1. Enter the material number used by the cu
this material
2. Enter the description of the material as u
customer
3. Fill in the delivery plant (site/factory) if cu
delivered from a plant different from the o
1 in the material master.
2
4. Repeat tolerances from customer master
if specific tolerances should be applied fo
material.
5.By default the system authorizes 9 partial
for a sales order item. Do not change this
3
6. Click this button to save and terminate th
7. Return to the header screen to enter othe
which this customer has specific data (se
4

5

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 Header:

1
1. Repeat the preceding operations to enter specific
customer data for another material

 VD51 Create the Customer material information record
 VD52 Modify the Customer material information record
 VD53 Display the Customer material information record

 A customer tells you he wants to have his own material
number appear on the documents he receives from REXAM
Thomaston. Create a customer material information record to
address this requirement.

 Review of key points for completing the exercise:
◦ NA

 Steps:
◦ Access the transaction: Customer material info record: VD51-Create
◦ Carry out the exercise following the steps as described in the course
◦ For this exercise, use the data provided in the Excel spreadsheet
◦ Note the number of the document you have created (if applicable):
 Document number: _____________

Material
Participant Customer name to use code
Participant 1 CUSTOMER USER 1

Sameers Managing Customer Material Info Record

Sameers Managing Customer Material Info Record

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