Code

1) Up to 15 digit code

a) Recommended to put a C at the beginning of the code for ease of grouping customers in the business partner pick list. Press tab to move from field to field.

Customer

1) Select Customer

Name

1) Enter Customer name

Group

1) Select appropriate group from the drop down menu

Currency

1) Select agreed upon currency

a. This is the BP Currency.

Federal Tax ID

1) Enter the Customer federal tax ID, optional

SAPB1-BP-Customer-Setup1.png

 

General

All boxes

1) Fill in data accordingly

a) Shipping Type must be selected and will auto populate in the SO’s, Delivery’s, and A/R Invoice but can be changed.

Contact Person

1) This is entered in on the next tab, the Contact Tab

a) Feeds in from the Contact Persons Tab.

 

Contact Persons

Define New

1) Fill in data accordingly, select the main one and Set As Default

a) The default contact added here will feed into the Contact Persons Field on the General Tab.

All boxes

1) Fill in data accordingly for each contact selected

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Addresses

Bill to: Define New

1) Add Bill To: Fill in data accordingly, select main one and Set As Default

a) The default will auto populate in the SO’s, Delivery, and A/R Invoice but can be changed.

Ship to: Define New

1) Add Ship To: Fill in data accordingly, select main one and Set As Default

a) The default will auto populate in the SO’s, Delivery, and A/R Invoice but can be changed.

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Payment Terms

Payment Terms

1) Select from drop down menu or define a new one

All boxes

1) Fill in data accordingly

Credit Limit

1) Enter 99,999

a) Enter 99,999 unless there is a specific credit limit for the Customer.

Commitment Limit

1) Enter 99,999

a) Enter 99,999 unless there is a specific commitment limit for the Customer.

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Payment System

All boxes

1) Fill in data accordingly

Payment Method

1) Select the Payment Method(s) to include for the Customer and select the check box Include, select main one and Set As Default

a) The default will auto populate in SO’s, Delivery, and A/R Invoice but can be changed.

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Accounting: General

Control Accounts

1) Defaults in from setup

All boxes

1) Fill in data accordingly

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Accounting: Tax

Tax

1) Select either Liable or Exempt from the drop down menu

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Properties

Property Name

1) Used for additional reporting options, if needed

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Remarks

Yellow Area

1) Add info e.g. special shipping instructions or Customer profile

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Attachments

Browse

1) Attach any documents or files e.g. contracts or agreements

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