Master Data Script

SAP S/4HANA Cloud - 23-12-22

Create Customer Master (BND)

PUBLIC

Table of Contents

1 Purpose

2 Prerequisites
2.1 System Access
2.2 Roles
2.3 Preliminary Steps
2.4 Required Organizational Units
2.5 Mandatory and Optional Master Data
2.6 Main Parameters for Data Creation
2.6.1 Business Partner Grouping and Number Ranges
2.6.2 Business Partner ID
2.6.3 Business Partner Function
2.6.4 Account Group

3 Overview Table

4 Test Procedures
4.1 Creating Customer Master Data - General Data
4.2 Creating Customer Master Data - Company Code Data
4.3 Creating Customer Master Data - Sales Area Data
1 Purpose

A customer is a business partner to which goods and services are sold and delivered. A business partner can be a customer and a supplier at the same time
if, for example, your customer also supplies goods to you.
A customer master holds information about the customer such as their name, address, bank details, tax details and delivery and billing preferences. This cus-
tomer information is used and stored in transactions such as sales orders, deliveries and invoices.
Some customer information is specific to a particular company (known as company code) or sales unit (known as sales area) within your organization.

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2 Prerequisites

This section summarizes all the prerequisites for conducting the test in terms of systems, users, master data, organizational data, other test data and busi-
ness conditions.

2.1 System Access

System Details

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

2.2 Roles
Create business roles using the following business role templates delivered by SAP and assign them to your individual test users.
Alternatively, if available, you can use the following spaces delivered by SAP. You create a space with pages containing predefined essential apps and assign
it to the business role. You then assign this business role to your individual users.
For more information, refer to How to Create a Business Role for the Administrator in the product assistance for SAP S/4HANA Cloud.

Name (Role Template) ID (Role Template) Name (Launchpad Space) ID (Launchpad Space) Log
On

Master Data Specialist - Business Partner SAP_BR_BUPA_MASTER_SPECIALIST Master Data Specialist - Business Partner SAP_BR_BUPA_MASTER_SPECIALIST
Data Data

2.3 Preliminary Steps

Context

In this step, you assign the roles of chapter Roles to the test user that are necessary for data replication. Prior to executing this step ensure you have created
and added the necessary roles for the specific object for data replication.

Create Customer Master (BND)

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Test Step Test Step Name Instruction Expected Result Pass/Fail/Com-
# ments

1 Log On Log onto the SAP Fiori launchpad using your user credentials. The Home screen dis-
plays.

2 Access the SAP Fiori Choose Maintain Business Users.

App

3 Enter User Name Enter the User name given by your System Administrator then choose Go.

4 Select User Select the User from the list.

5 Edit Choose Edit.

6 Add Business Roles Choose Add Business Roles, enter the required Business role into the Search field and
choose Enter.

7 Select Business Roles Select the required Business roles and choose OK.

8 Save Choose Save. Business roles are

saved.

9 Home Screen Go back to the SAP Home screen. Home screen displays.

2.4 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 organiza-
tional unit or the company code. The following table gives an overview of these different data segments and their relevant organizational units:

Data Seg- Depends On Field Examples Comments Organizational Unit

ment to be Used

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

Company Company Code Reconciliation Account, Payment terms, Ac- Company code data can exist for every company code ID of Company Code:
Code Data counting Clerk responsible, Account Number at your enterprise structure for which the customer master ____________
Customer record is used.

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Data Seg- Depends On Field Examples Comments Organizational Unit
ment to be Used

Sales Area Sales Organization, Distri- Standard Ordering Currency, Default Delivering Sales Data can exist for every sales area for which the cus- Sales Organization:
Data bution Channel, and Divi- Plant, Payment terms, Tax Classification tomer master record is used. __________
sion Distribution Chan-
(The Sales Area is a combi- nel: __________
nation of these three org. Division: __________
units)

2.5 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 organiza-
tional unit or the company code. The following table gives an overview of these different data segments and their relevant organizational units:

Note Brazil specific fields are required to get a proper tax calculation.
Check Create Master Data for Brazil - JD0 in Define BR Specific Fields for Master Data chapter for customer master data.

Data Seg- Depends On Field Examples Comments Organizational Unit

ment to be Used

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

Company Company Code Reconciliation Account, Payment terms, Ac- Company code data can exist for every company code ID of Company Code:
Code Data counting Clerk responsible, Account Number at your enterprise structure for which the customer master ____________
Customer record is used.

Sales Area Sales Organization, Distri- Standard Ordering Currency, Default Delivering Sales Data can exist for every sales area for which the cus- Sales Organization:
Data bution Channel, and Divi- Plant, Payment terms, Tax Classification tomer master record is used. __________
sion Distribution Chan-
(The Sales Area is a combi- nel: __________
nation of these three org. Division: __________
units)

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2.6 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:

2.6.1 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 sys-
tem 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

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

2.6.2 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

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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 example, 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.

2.6.3 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.

2.6.4 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.

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3 Overview Table

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

Note If your system administrator has enabled spaces and pages on the SAP Fiori launchpad, the homepage will only contain the essential apps for per-
forming the typical tasks of a business role.
You can find all other (searchable) apps not included on the homepage using the search bar (2434549).
If you want to personalize the homepage and include the hidden apps, navigate to your user profile and choose App Finder.

Process Step Business Role App/Transaction Expected Results

Creating Customer Master Data - General Data [page ] 9 Master Data Specialist - Business Part- Maintain Business Partner Customer Master – General Data is created.
ner Data (BP)

Creating Customer Master Data - Company Code Data Master Data Specialist - Business Part- Maintain Business Partner Customer Master – Company Code Data is
[page ] 15 ner Data (BP) created.

Creating Customer Master Data - Sales Area Data Master Data Specialist - Business Part- Maintain Business Partner Customer Master – Sales Area Data is cre-
[page ] 21 ner Data (BP) ated.

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4 Test Procedures

This section describes test procedures for each process step that belongs to this scope item.

4.1 Creating Customer Master Data - General Data

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

The following procedure provides instructions for creating customer master data. Apps available to you are dependent upon your assigned role, so two op-
tions are provided.

Procedure: Option 1 - Maintain Business Partner

Use the following procedure when your user access presents you with the Maintain Business Partner (BP) app.

Test Test Step Name Instruction Expected Result Pass/Fail/

Step # Comments

1 Log On Log onto the SAP Fiori launchpad as a Master Data Specialist - Business Partner Data.

2 Access the SAP Choose Maintain Business Partner (BP). A new window opens, display-
Fiori App ing the Maintain Business

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

Partner (BP) screen.

3 Create a BP Orga- Choose Organization. The Create Organization

nization screen appears.

4 Enter General Make the following entries:

Data ● Business Partner: <Enter a Business Partner ID that starts with a character>
● 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 General Data details, see the Prerequisites section.

5 Enter Address On the Address tab page in the Name section, enter the following data:
Data ● Title: 0003 -Company
● Name: <Name>

6 Enter Address In the Standard Address section, enter the address.

Data

7 Enter Time Zone In the Street Address section, choose the More fields icon. Enter the following data:
and Transporta- ● Timezone
tion Zone
● Transportation Zone

For Enter Address In the Street Address section, choose the More fields icon. Enter the following data:
Thai- Data Building code: <Building>
land
Only Room: <Room no>
Floor: <Floor no>
Street 2: <Moo>
Street 3: < Soi/Lane >
Street: <Road>
House Number: <no>
Different City: <Sub-District>
District: <District/Section>
City: <Province>
Postal code: <Post code>

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

Telephone: <Tel no.>

8 Enter Search On the Address tab page in the Search Term section, enter one or more search terms for the cus-
Term tomer.

9 Enter Communi- In the Communication section in the Language field, enter the preferred language of the customer.
cation Data

For Enter Industry On the Identification tab in the Industries section, choose the All Industry Systems button. Enter
Japan Data (for Japan the following data:
Only Only) Industry System: BOJP Bank of Japan
Industry: <Industry no>
Standard Industry: not selected

10 Enter Tax Num- On the Identification tab, in the Tax Numbers section, enter the following data:
bers ● Category
● Tax Number

Note Choose the correct category applicable for the customer's country. 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 Ac- On the Payment Transactions tab page in the Bank Details section, enter the following data:
counts ● Bank Key
● Bank acct.

Caution Bank keys must be defined beforehand. Use the value help for more information on al-
lowed entries in this field.

12 Save Your Data Save your entries.

Procedure: Option 2 - Manage Customer Master Data

Use the following procedure when your user access presents you with the Manage Customer Master Data (F0850A) app.

Create Customer Master (BND)

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Test Test Step Name Instruction Expected Result Com-
Step ments
#

1 Log on Log onto the SAP Fiori launchpad as a Master Data Specialist - Business Partner Data.

2 Access the SAP Open Manage Customer Master Data (F0850A). The Customer Master screen opens.
Fiori App

3 Create New Or- In the Customer Master screen, choose Create Organization The Customer Master - New Customer
ganization screen opens in Edit Mode.

4 Enter Basic In the Customer Master - BASIC DATA screen section make the following entries:
Data General Information
● Business Partner: for example, Z … that is, any external alphanumeric ID, as this must start with a
character.
● Grouping: for example, BPAB
● Title: for example, 0003 Company
● Name(s): enter name
Customer Information
● Customer classification: for example, A - A-Customer
● Customer Account Group: <enter value>

Note When the BP Grouping allows for a flexible account group assignment, you can choose
the account group to be used and deviate from the proposed value. See details on BP-Group-
ings and how they relate to ID numbering in the Business Partner Grouping and Number
Ranges section in this document.

Additional Information
● Express Station: <enter Station Name>
● Plant: <enter value>
● Industry Code 1/2: <enter value>
● Condition Group 1/2: <enter value>

5 Choose Roles In the Customer Master - New Customer screen, choose ROLES.

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

6 Choose Create In the Customer Master - New Customer - ROLES … screen, choose Create.

7 Enter Roles In the New Roles - General Data screen area make the following entries:

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Test Test Step Name Instruction Expected Result Com-
Step ments
#

Data ● Business Partner Role: FLCU01

Choose Create.

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

9 Enter additional Repeat the previous steps , from Choose Roles, step 5 through the previous step, 8 for BP Role data After you complete entering all BP-
Roles Data entry. Add additional roles: Roles, they appear in the ROLES screen
● BP Role: FLCU00 section of the Customer Master main
screen.

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

11 Enter Address In the ADDRESS - Standard Address screen make the following entries:
Data Street: for example, Augusta Ave SE
● House Number: for example, 200
● Postal Code: for example, 30315-1402
● City: for example, Atlanta
● Country (mandatory): for example, US
● Region: for example, GA

Note When you create a Business Partner located in the United States, the Tax Jurisdiction code is
automatically determined. However, you must enter the correct and complete address, as the ju-
risdiction is derived based on the entries of, Region and Postal Code.

ADDRESS - Standard Communication

● Language: for example, EN
● Telephone: add appropriate information, as required
● Email: add email address, for example,contact@Z.com
ADDRESS - Address Details
● Standard: Automatically create the standard address
● Country: for example, US
● Standard: YES (The system displays these entries as the standard address of the business partner)

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Test Test Step Name Instruction Expected Result Com-
Step ments
#

12 Choose Bank In the Customer Master - New Customer screen section, choose BANK ACCOUNTS. You are navigated to the BANK AC-
Accounts COUNTS screen area.

13 Choose Create In the Customer Master - BANK ACCOUNTS screen, choose Create. The New Bank Account screen appears
in Edit Mode.

14 Enter Bank In the New Bank Account - GENERAL DATA screen make the following entries: You are returned to the main screen.
Data ● ID: for example, BNK1
● Bank Country: for example, US
● Bank Key: for example, 011000390 - Bank 1 SAMPLE BANK
● Account Number: for example, 102030
● Populate all other fields for Bank Data based on your requirements.
and choose Add

15 (Optional) In the Customer Master screen, choose TAX NUMBERS. You are navigated to the TAX NUM-
Choose Tax BERS screen section.
Number

16 Choose Create In the Customer Master - TAX NUMBER… screen section, choose Create.

17 Enter Tax Num- In the New Tax Number - GENERAL DATA screen make the following entries:
ber Data ● 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 country. For example, for a Ger-
man business partner you maintain a value for the Category DE1, representing the commonly
used VAT tax number (Umsatzsteuer-Identifikationsnummer).

Only populate the fields if required, otherwise choose Delete to remove the (empty) data set.

18 Enter Tax Cate- In the new Tax Data screen, enter the following:
gories Data ● Tax Code: For example, COC chamber of commerce
(Optional)
● Exemption Certificate Number: For example, <enter certificate number>
● Exemption Certificate Rate:For example, 800
● Start Date of Exemption: For example, <01/20/20>
● End Date of Exemption: For example, <12/20/20>

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Test Test Step Name Instruction Expected Result Com-
Step ments
#

19 Create Texts In the new Customer Texts screen and choose Create to make the following entries:
● Language: for example, EN
● ID: for example, 01
● Long Text

20 Additional Cus- Choose Basic Data > Additional Customers and choose Create.
tomer Data Add the required data as described in the steps above.

Note This facet is for multiple assignments of customers to the same business partners and hence
the same master data as described in the above steps applies.

If any additional data such as Sales data and company code data is required, refer to preceding sec-
tions which describe how to add company code data and sales data.

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.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

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Purpose

The following procedure provides instructions for creating customer master data. Apps available to you are dependent upon your assigned role, so two op-
tions are provided.

Prerequisite

You must complete the previous section, Creating Customer Master Data - General Data, before you proceed with this section.
Begin the procedure after you have saved the General Data entries, as described in the previous chapter.

Procedure: Option 1 - Maintain Business Partner

Use the following procedure when your user access presents you with the Maintain Business Partner (BP) app.

Test Test Step Name Instruction Expected Result Pass/Fail/

Step # Comments

1 Log On Log onto the SAP Fiori launchpad as a Master Data Specialist - Business Partner Data.

2 Access the SAP Choose Maintain Business Partner (BP). A new window opens, displaying the
Fiori App Maintain Business Partner (BP)
screen.

3 Search for BP Search for the newly created BP. The BP appears in the search list.

4 Switch to Hover over the text and choose the Switch Between Display and Change (F6) button to switch
Change mode to change mode.

5 Change BP role In the Change in BP role field, choose the following value:
● FI Customer (defined) (FLCU01)

Note The technical key of this BP role is FLCU01.

6 Open Company Choose Company Code. The Company Code screen displays.
Code Data

7 Enter Company Enter the Company Code.

Code

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

8 Enter Customer On the Customer: Account Management tab page in the Account Management section, enter
Accounting Data the following data:
● Reconciliation Account: 140000 (Customers - Domestic Receivables)
● Sort key

9 Enter Customer On the Customer: Payment Transactions tab page in the Payment Data section, make the fol-
Payment Data lowing entry:
● Payment Terms

10 Enter Customer On the Customer: Payment Transactions tab page in the Automatic Payment Transactions sec-
Payment Data tion, enter the following data:
● Payment Methods
● House Bank

Note Choose F4 to open the selection in the Field Payment methods.

11 Enter Customer On the Customer: Correspondence tab page in the Correspondence section, enter the following
Correspondence data:
Data ● Accounting Clerk
● Account at Customer

For Branch Code Open general data, on the Ctry-Spec.Enh. tab page, maintain branch code data along with ad-
Thai- dress and default branch code for this business partner.
land For the branch code address, choose Address and enter the following data:
Only
Name (First two lines): <Name of Tax Payer>
Country: TH
Building code: <Bldg name/Village>
Room: <Room no>
Floor: <Floor>
Street 2: <Moo>
Street 3: <Trok/Soi>
Street: <Road>
House Number: <no>
Other City: <Tumbol/Subsection>
District: <District/Section>
City: <Province>

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

Postal code: <Post code>

Telephone: <Tel no.>

Note When there are more than one Branch Codes for a Business Partner, you should
maintain each Branch Code along with the Address for each Branch code. You should also
default one branch code that is commonly used by the business partner.

For Invoice Sum- On the Ctry-Spec.Enh. tab page, if this customer is relevant to Invoice Summary, make the fol-
Japan mary lowing entries according to your requirements.
Only In the Japan: Invoice Summary - Role section
● IS Role
In case that IS Role is P: Invoice Summary Payer, in the Japan: Invoice Summary - Invoice
section
● Number Rang: MI
● Calculation Tax in MI
● Move Due Date
● Rule Payment Term
● Valid From
● Payment Term
In the Japan: Invoice Summary - Payment section
● Number Rang: PI
● Bank Charge Payee
● Bank Charge Pattern ID
● Relevant for Special Cases: <DO NOT select>
● Bank Country
● Bank Key
● Virtual Account Number
● Sequential Number
● Alternative Payee Name
● Counter Bank Name
● Counter Bank Branch Name
In case that IS Role is M: Monthly Invoice Recipients in the Japan: Invoice Summary - Role
section
● Invoice Summary Payer
In the Japan: Invoice Summary - Invoice section
● Number Rang: MI

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

● Calculation Tax in MI
In case that IS Role is C: (Invoice Summary) Customer in the Japan: Invoice Summary - Role
section
● Invoice Summary Recipient

12 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: Option 2 - Manage Customer Master Data

Use the following procedure when your user access presents you with the Manage Customer Master Data (F0850A) app.

Test Test Step Instruction Expected Result Com-

Step Name ments
#

1 Log On Log onto the SAP Fiori launchpad as a Master Data Specialist - Business Partner Data.

2 Access the Open Manage Customer Master Data (F0850A). The Customer Master screen
SAP Fiori opens.
App

3 Choose Edit Choose Edit. The Customer Master screen .

opens in Edit Mode again (fields
Note This step assumes you are continuing from the previous step and are already logged on to the Master are ready for your input).
Data - Customer Master section, Customer Master tile. After you have saved your general data from the pre-
vious section, the system is in Display Mode. To proceed, you must be in Edit Mode.

4 Choose In the Customer Master screen, choose COMPANY CODES. You are navigated to the COM-
Company PANY CODES screen section.
Code

5 Choose Cre- In the Customer Master - COMPANY CODES screen section, choose Create. The Customer Company Code
ate screen opens in Edit Mode.

6 Enter Com- In the Customer Company Code screen make the following entries:
pany Code

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Test Test Step Instruction Expected Result Com-
Step Name ments
#

Data GENERAL DATA

● Company Code: enter the company code, for example, 1710
CORRESPONDENCE
● Accounting Clerk: for example, 01 Mr. Smith
Finance -Accounting
● Reconciliation Account: for example, 12100000 - Trade Receivables Domestic
● Sort key: for example, 009 External Doc. Number
FINANCE - Payment Data
● Payment Terms: 0001
Finance - Automatic Payment Transactions
● Payment Methods: for example, CT (Check and Transfer,for example for US)
● Credit Memo Payment terms : for example 0002
DUNNING DATA
● Dunning Area: Organizational unit that you use to process the dunning program for example, by division, or
sales organization.
● Dunning Procedure, Dunning Block, Dunning Recipient, Dunning Clerk: Choose from the value help
● Dunning Level: for example, 0
● Last Dunned: for example, 10.02.2020
● Legal Dunning Procedure From: for example, 11.02.2020
Texts
● Language: for example, EN
● ID: for example, 01
● Long Text

7 Return to Choose Add.

Main Screen

8 Save Your Choose Save. System displays a message that

Data the object is saved.

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4.3 Creating Customer Master Data - Sales Area Data

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

The following procedure provides instructions for creating customer master data. Apps available to you are dependent upon your assigned role, so two op-
tions are provided.

Prerequisite

You must complete the previous section, Creating Customer Master Data – General Data, before you proceed 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 view.

Procedure: Option 1 - Maintain Business Partner

Use the following procedure when your user access presents you with the Maintain Business Partner (BP) app.

Test Test Step Instruction Expected Result Pass/Fail/

Step Name Comments
#

1 Log On Log onto the SAP Fiori launchpad as a Master Data Specialist - Business Partner Data.

2 Access the Choose Maintain Business Partner (BP). A new window opens, displaying
SAP Fiori App the Maintain Business Partner (BP)
screen.

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

3 Switch to Choose Switch Between Display and Change (F6) (mouse over text).
Change mode

4 Change BP In the Change in BP role field, choose the following value: Customer
Role

Note The technical key of this BP role is FLCU01.

5 Open Sales Choose Sales and Distribution at the top of the view. The Sales Area view appears.
Area

6 Enter Sales Enter the following data:

Area Data ● Sales Org.
● Distr. Channel
● Division

Note These three entries (Sales Organization, Distribution Channel, and Division) form the
sales area. In many cases, the sales area sets the Purpose for sales processing, for example,
within the sales order or pricing.

7 Enter Sales Or- On the Orders tab page in the Order section, enter the following data:
ders Data ● Currency

8 Enter Shipping On the Shipping tab page in the Shipping section, enter the following data:
Data ● Delivery Priority
● Delivering Plant
● Shipping Conditions

9 Enter Billing On the Billing tab page in the Delivery and Payment Terms section, make the following entries:
Data ● Incoterms: <EXW / Location of seller>
You can maintain incoterm value and provide its description.

Note The fields for incoterms are interdependent. For example, if you maintain value for
the Incoterms field you need to provide information for Incoterm Loc. 1 ID and Incoterm Lo-
cation 1 fields as well.

● Payment Terms: <Payment Terms>

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

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

10 Enter Account- In the Accounting section, enter the following data:

ing Data ● AcctAssgGr: <Account assignment group>
For example, domestic customers may be assigned to account assignment group 01; foreign cus-
tomers may be assigned to group 02. Use the value help to see more options.

11 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.

12 Enter Partner On the Partner Functions tab page, create the four standard partner functions for this customer.
Functions Data Enter the following values in the PR column:
● 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 cus-
tomer master data record, to work in a standard sale and distribution process.

13 Enter Long On the Text facet, enter the details of sales data. Note that this is a read-only field. Use Edit Text
Text option to modify the long text.

14 Open General Choose General Data on the top of the view.

Data

15 Enter Organi- On the Customer: General Data tab page in the Marketing section, enter the following data:
zation Data ● Customer Classific.: <Customer classification>

16 Save Your Save your entries.

Data

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Purpose PUBLIC 23
Procedure: Option 2 - Manage Customer Master Data

Use the following procedure when your user access presents you with the Manage Customer Master Data (F0850A) app.

Test Test Step Instruction Expected Result Com-

Step Name ments
#

1 Log On Log onto the SAP Fiori launchpad as a Master Data Specialist - Business Partner Data.

2 Access the SAP Open Manage Customer Master Data (F0850A).

Fiori App

3 Choose Edit Choose Edit. The Customer Master view opens in

Edit Mode (fields are ready for your in-
Note This step assumes you are continuing from the previous step and are already logged on to put).
the Master Data - Customer Master section, Customer Master tile. After you have saved your data
from the previous section, the system is in Display Mode. To proceed, you must be in Edit Mode.

4 Choose Sales From Customer Master…, choose SALES AREAS You see the SALES AREAS view section.
Area

5 Choose Create In the Customer Master – SALES AREAS section, choose Create. The Customer Sales Area … view opens
in Edit Mode.

6 Enter Sales In New Sales Area, enter the following data:

Area Data GENERAL DATA
● Sales Org.: for example, 1710
● Distr. Channel: for example, 10
● Division: for example, 00 SALES AREA DETAILS
Sales Area Details - Sales Orders
● Account at Customer: …
● Currency: for example, USD
Sales Area Details - Billing:
● Incoterms: for example, EXW
● Incoterms (Part 2): for example, Palo Alto
● Payment Terms: for example, 0001
Sales Area Details - Shipping:
● Delivery Priority: for example, 02
● Shipping Conditions: for example, 01

Create Customer Master (BND)

Purpose PUBLIC 24
Test Test Step Instruction Expected Result Com-
Step Name ments
#

● Delivery Plant: for example, 1710

Sales Area Details - Accounting:
● Account assignment group: for example, 01 Domestic Revenues
Sales Area Details - Pricing and Statistics
● Customer pricing Procedure: for example, 01
Texts
● Language: for example, EN
● ID: for example, 01
● Long Text: <enter long text>

7 Choose Sales In the Customer Sales Area screen, choose TAXES. You see the Customer Sales Area TAX
Area – Tax section.
Data

8 Choose Create In the Customer Sales Area – TAXES view section, choose Create. The Sales Area Taxes view opens in
Edit Mode.

9 Enter Sales In Sales Area Tax – GENERAL DATA make the following entries:
Area Data – General Data:
Tax Data
● Country: for example, US
● Tax Category: enter the appropriate Tax Jurisdiction Code

Note The Tax Category entry is dependent upon customer location. 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)

10 Return to Main Choose the back arrow.

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

11 Choose Sales From Customer Sales Areas, choose PARTNER FUNCTIONS. Customer Sales Area -PARTNER FUNC-
Area – Partner TIONS section displays.
Functions

12 Choose Create In the Customer Sales Area – PARTNER FUNCTIONS section, choose Create. Partner Function – GENERAL INFORMA-
TION opens in Edit Mode.

Create Customer Master (BND)

Purpose PUBLIC 25
Test Test Step Instruction Expected Result Com-
Step Name ments
#

13 Enter Partner From Partner Function – GENERAL INFORMATION, make the following entries:
Function Data General Information:
● Partner Role: SP Sold-To Party
And choose Add.

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

15 Enter Addi- Repeat the previous steps, from adding a partner function, step 10, to step 12, to include additional BP After you have entered all BP-Roles,
tional Roles Role data. Enter the following for each Partner Role: you should see them in the ROLES view
Data section of the Customer Master main
Note Two-character Partner Role keys are language-dependent. The keys documented here are view
valid for logon language English.
In other languages, these keys may be different, for example, the two-characters in German are:
● AG for Sold-to (Auftraggeber)
● WE for Ship-to (Warenempfänger)
● RE for Bill-to (Rechnungsempfänger)
● RG for Payer (Regulierer)

Partner Role: Ship-to Party

● Partner Role: SH Ship-to Party
Partner Role: Bill-to Party
● Partner Role: BP Bill-To Party
Partner Role: PY Payer
● Partner Role: PY Payer

16 Return to Main Choose the back arrow twice.

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

17 Save Your Choose Save. System displays message that the ob-
Data ject is saved.

Create Customer Master (BND)

Purpose PUBLIC 26
Typographic Conventions

Type Style Description

Example Words or characters quoted from the screen. These include field names, screen titles, pushbut-
tons labels, menu names, menu paths, and menu options.
Textual cross-references to other documents.

Example Emphasized words or expressions. www.sap.com/contactsap

EXAMPLE Technical names of system objects. These include report names, program names, transaction
codes, table names, and key concepts of a programming language when they are surrounded
by body text, for example, SELECT and INCLUDE.

Example Output on the screen. This includes file and directory names and their paths, messages, names
of variables and parameters, source text, and names of installation, upgrade and database
tools.

Example Exact user entry. These are words or characters that you enter in the system exactly as they
appear in the documentation.

<Example> Variable user entry. Angle brackets indicate that you replace these words and characters with
appropriate entries to make entries in the system.

EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R . © 2023 SAP SE or an SAP affiliate company. All rights re-
served.
No part of this publication may be reproduced or transmitted
in any form or for any purpose without the express permis-
sion of SAP SE or an SAP affiliate company. The information
contained herein may be changed without prior notice.
Some software products marketed by SAP SE and its distribu-
tors contain proprietary software components of other soft-
ware vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate
company for informational purposes only, without representa-
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company products and services are those that are set forth in
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SAP and other SAP products and services mentioned herein
as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Ger-
many and other countries. All other product and service
names mentioned are the trademarks of their respective
companies.

See www.sap.com/copyright for additional trade-

Create Customer Master (BND) mark information and notices.
Purpose PUBLIC 27