Project – JBVNL

Creation of Customer Master Data

End User Manual - FICO

1. XD01 – Create Customer Account

 Input XD01 in Transaction Box and press Enter key

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 Project – JBVNL
Creation of Customer Master Data
End User Manual - FICO

2. Create Customer Initial Screen.

 Account group: Select relevant account group from drop-down list

 Company code: Input relevant company code
Press Enter key

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 Project – JBVNL
Creation of Customer Master Data
End User Manual - FICO

3. Create Customer General Data Screen.

 Title: Select relevant title from the drop down list

 Name: Input customer name
 Search term 1/2: Input required/relevant search term
 Street/House number: Input steet and house number
 Postal Code/City: Input postal code and city
 Country: Select country code with the help of F4 key
 Region: Select region code with the help of F4 Key
Click on Company Code Data button

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 Project – JBVNL
Creation of Customer Master Data
End User Manual - FICO

4. Create Customer Company Code Data Screen.

Account Management Tab

 Recon. account: Select the relevant reconcialiation account with the help of F4 key
 Sort Key: Select the relevant sort key with the help of F4 key
Select Payment Transactons tab

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 Project – JBVNL
Creation of Customer Master Data
End User Manual - FICO

5. Create Customer Company Code Data Screen.

Payment Transaction Tab

 Terms of payment: Select the relevant terms of payment with the help of F4 key
 Payment methods: Select the relevant payment metods with the help of F4 key

 Click on Save icon or press Ctrl+S keys to save the data

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 Project – JBVNL
Creation of Customer Master Data
End User Manual - FICO

Customer was successfully created message appears at bottom of the screen

Manual End

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