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For this example, the template used has been assigned the following:

validation of default values
default values in all mandatory fields, since you chose to validate default values
auto generation of default values on one panel, namely A/R additional data. This means that this panel will not be displayed when adding this new customer, if all default values are correct
template security, restricting all other users from using this template

Simplify entry
As the Business partner file holds a large amount of information for your customer, you may not find it necessary to run through all panels for the template. This situation could occur if you are, for example:

adding a new customer and want to temporarily interrupt this work, or
changing some information for an existing customer

The system simplifies the entry or maintenance of data in this file via the Update and return or Return function keys.

Update and return

Update the information on a panel and return to the initial panel from where you can exit the routine. Each panel holds unique information and is therefore given a unique name. In some cases, however, there are two or more panels with the same name. This function key with the description (Update and return) is displayed on all unique panels. In the event of a series of panels with the same name, it is displayed on the last panel in the series.

Return

Return to the initial panel. All information entered/changed on any previous panel is updated. This function key is displayed on a panel where you mark a line for maintenance.

To enter a new customer do as follows:

Select the Work with business partners menu item.
On the initial panel, click Select template.
You access Work with business partners, Select template. Highlight the applicable template and click Select.

Tip: If you connect this template to your user profile in Work with system user profiles, the system automatically defaults this template here. Anytime you change the template in these routines, the system updates the template in Work with system user profiles.

You access Work with business partners. Click Add.
You access the first panel for this template, namely Business partner file maintenance, Basic data. Complete the following fields:

Number

If the following has been set up, the customer number is automatically generated:

The AUTOBPN (Auto gen business partner no) function is activated in the Function control file,
An extended number series for the business partner number generation has been set up in the Extended number series table,
The extended number series code has been entered in the Character value field in the Defaults and replacements table for the following group/level/key: AUTOGEN/NUMBER/BP_NUMBER.

Otherwise, enter the number of the customer you are adding to the file. This can be purely numerical, purely alphabetical or a combination of the two, (that is alphanumeric).

Some fields already contain values. These are the default values you entered for the template. Since you chose to validate default values when setting up your defaults for this template, all mandatory data has already been defined.

Tip: If the customer’s number is difficult to remember, enter an Alias for this customer. The alias can be entered in all Customer number fields to retrieve the customer number.

Complete all other relevant fields and click OK twice

You access the second panel for this template, namely Business partner file maintenance, Address file.

The system automatically defaults one record, namely address number 1 which is the main address for the customer.

If the Delivery address, Order confirmation address, Invoice address and/or Debtor address is different from the customer’s main address you can add these addresses here.

Note: You can use any number but 1 (reserved for main address) and 999 (reserved for manual address entry in maintenance routines).

For this customer the goods in a sales order should not be delivered to the main address, but to another address. Click Add to add this address.

You access Business partner file maintenance, Address file where you enter the details.

As previously mentioned, no default values can be set up on this panel. This is because every customer will have unique address information. The following fields are mandatory:

Address number: Enter the address number for the address you are adding. When entering this number in a routine, this address will be retrieved. You cannot enter the following numbers:

1, since it is created automatically when you add a new customer.
999, since it is reserved for manual address entry.

Name: Enter the name of the address.
Address: Enter the address on the four lines at your disposal. The first field on the fourth line is reserved for the postal code. The country code of this customer determines if the postal code will be printed as shown on the panel, or if the two fields on line four will be switched around.
Country: This field is only displayed if the EU reporting function is activated. Enter the country code for the customer at this address.

The remaining fields in the middle section of the panel are used in the Freight routine and Transport preparation routine. See the Panel help for more information.

If applicable, click Fnc list and select Country/VAT number maintenance to access the Business partner/Country VAT table to maintain or add VAT registration number on country level
else
Click Next to access the next Address panel.

The Validate addresses section on the panel determines if this address is valid and can thereby be used as the:

Delivery address (for this example, set this field to YES)
Ship to address – this address is only applicable for sales orders that are part of the Shipment preparation routine. Indicates if the address should be valid as a ship to address. This is the intermediate address to which the goods are shipped, (e.g., Port or Shipping agent), before being delivered on to the Delivery address.
Quotation/Confirmation address
Invoice address
Debtor address (if the debtor differs from the customer).
DEA address – only displayed for customers for Pharma US installations and is applicable for the ARCOS functionality. Indicates if the address should be valid as a DEA address.
MSDS address – only displayed if IBS Dangerous Goods Handling is installed and activated. Indicates if the address should be valid as a MSDS address. This address is used when sending MSDS (Material Safety Data Sheets) to the customer.

After completing the relevant fields, you have two options. You can:

Click Update to update this information and return to the initial panel where you can exit the routine.
Click OK twice to update the information and then access the next panel for the template.

You access Business partner file maintenance, Customer file, where you enter Distribution related customer information. Again, the mandatory default values already exist in some fields. The system automatically updates the following fields on the bottom of the panel when transactions occur for this customer:

Number of orders YTD
Actual order amount
Last invoicing date

Complete the remaining fields you want and click OK.

You access the last Customer file panel in the series. Again, the mandatory default values already exist in some fields. Enter the information you want. For this example, click OK to continue to the next panel for this template.
Complete the relevant fields on the following remaining panels in the template.

A/R basic data
A/R additional data (since this template was assigned Auto generation for this panel, it will not be displayed if all default values are correct).
A/R payment modes

After clicking OK on the last panel for the template, you return to the initial panel of this routine. Click Back to exit the routine. This customer can now be used in your daily work.

Add a new customer

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