Step 1– Customer Settings
- Create Number ranges for customer accounts
Financial Accounting (New)>Accounts Receivable and Accounts Payable >Customer Accounts > Master Data > Preparations for Creating Customer Master Data > Create Number Ranges for Customer Accounts (XDN1)
- Assign Number ranges to Customer Groups
Financial Accounting (New) > Accounts Receivable and Accounts Payable >Customer Accounts >Master Data > Preparations for Creating Customer Master Data > Assign Number Ranges to Customer Account Groups
Step 2 – Business Partner Settings
- Define BP Roles
Cross-Application Components >SAP Business Partner>Business Partner >Basic Settings >Business Partner Roles >DefineBP Roles Settings for the BP Role - FLCU00 (FI Customer) should be as shown below:
- Define BP Number ranges
Cross-Application Components >SAP Business Partner >Business Partner >Basic Settings >Number Ranges and Groupings >Define Number Ranges (BUCF)
- Define Groupings and Assign Number ranges
Cross-Application Components > SAP Business Partner >Business Partner >Basic Settings > Number Ranges and Groupings >Define Groupings and Assign Number Ranges
Step 3 - Synchronization Settings
- Synchronization Objects
Cross-Application Components >Master Data Synchronization >Synchronization Control > SynchronizationControl >Synchronization Objects Do not change anything here
- Activate Post Processing Office requests
Cross-Application Components >Master Data Synchronization >Synchronization Control >Synchronization Control > Activate PPO Requests for Platform Objects in the Dialog
- Activate Synchronization Options
Cross-Application Components> Master Data Synchronization > Synchronization Control> Synchronization Control > Activate Synchronization Options
- Assign BP roles to Customer Account Group
Cross-Application Components >Master Data Synchronization > Customer/Vendor Integration > Business Partner Settings >Settings for Customer Integration > Set BP role for direction BP to Customer
- Define Number assignment
Cross-Application Components > Master Data Synchronization >Customer/Vendor Integration > Business Partner Settings > Settings for Customer Integration >Field Assignment for Customer Integration > Assign Keys >Define Number Assignment for Direction BP to customer
Step 4 – Creation of BP & customer from BP
Go to t-code BP, enter your BP name and select correct grouping as configured above.
Tick on create customers in role counterparty
Enter recon account in comany code data
BP & Customer created
XD03 view
Another scenario possible is where your organisation already has customers masters created and requirement is to create business partners from those customers. Watch this space and wait for this scenario demonstration which will be posted soon.
Suggestions/Corrections & comments are welcome
Thanks,
Jyoti
Bluesky
