CONSTRUCCIONES DE LOS SUJETOS

• You can either maintain layout data in the general data for the whole site or at departmental level.

• When you create a site, you can set a client-wide block for specific customer activities for a specific period. To do so, maintain the data in the

%ORFN field group. The block is only activated by a batch run.

3. Maintain the customer data for the site (Customer Processing for Site: Procedure [Page 136]).

4. In the steps that follow, maintain the additional data for the site (Additional Site Data:

Procedure [Page 137]).

5. Maintain the vendor data for the site (Vendor Processing for Site: Procedure [Page 139]).

6. From the menu, choose &XVWRPL]LQJ → &RS\IRUVLWH. If you have entered a reference site, the system will display the Customizing settings that will be copied that will be copied when you save.

If you have not yet assigned a reference site to a site or if you wish to assign a different one, enter the site number and choose /LVW→1HZVHOHFWLRQ. The system will then display the relevant tables.

You can also use a different copy rule to enable you to copy fewer Customizing settings, for example.

The different colors are used to show which tables contain entries for the reference site and which do not. By double-clicking on a line, you can change the entries for the reference site in the relevant Customizing tables.

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If you make changes to Customizing settings for a reference site, these changes are not updated in sites which the settings have already been copied to.

Choose /LVW→&RQILUP to copy the table entries and their contents.

7. Save your entries.

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• Changes you subsequently make to the site profile only affect the field status and the account group of the vendor (providing vendor data has not yet been created).

• The fact that the site number is entered in the customer and vendor masters and the customer and vendor numbers are entered in the site master means that there is a link between the different functions carried out by a site (site, vendor, customer).

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You start in the screen for general site data in the transaction for creating a site. To maintain the YHQGRUmaster record for a site (in its capacity as a customer), proceed as follows:

1. Choose *RWR → &XVWRPHU. The initial screen for creating a customer appears.

2. This screen contains default organizational data proposed from the site profile.

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If, in addition to general customer data, you wish to create data that only applies to a particular company code and distribution chain, you must also enter the relevant company code and distribution chain.

You can only enter sales transactions (such as sales orders) for a customer if you have entered distribution chain-specific data for that customer. Furthermore, you can only bill for a transaction if the payer has been maintained from a Financial Accounting view (data specific to the company code).

Creating Customer Data For Other Organizational Units:

Using the &KDQJHVLWH transaction, you can create customer data for other company codes/distribution chains. To do so, choose &XVWRPHU from the change screen for general data. The customer selection list appears. Choose &XVWRPHU→

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By pressing ENTER you proceed to all the subsequent data screens in the customer master record.

3. On these screens you can maintain the customer data relevant to the site:

– General data (e.g. marketing, payment transactions, unloading points) – Company code data (e.g. account management, correspondence, insurance) – Sales area data (e.g. sales, distribution, billing)

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Some of the screens require you to enter specific data or are logically linked to other screens, which you branch to via pushbuttons.

4. Once you have gone through all screens, the general site data screen reappears.

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Creating a Customer (Sold-To Party): Procedure [Page 387]

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You start in the screen for general site data in the transaction for creating a site. To maintain additional data for the site, proceed as follows:

1. 6XSSO\LQJ6LWHV

On the general site data screen choose *RWR → 6XSSO\LQJVLWHV. A new window appears. Assign the site one or more supplying sites.

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When you leave the customer data the system checks whether the periods of validity overlap and supports changes to the periods. If the periods of validity overlap completely, delete one or more entries so that there is no overlap. If the periods of validity only overlap partially, change the periods of validity so that there is no overlap.

2. 5HFHLYLQJ3RLQWV

On the general site data screen choose *RWR → 5HFHLYLQJSRLQWV. A new window appears.

Create receiving points. A receiving point can be assigned to only one unloading point; an unloading point, on the other hand, can be assigned several different receiving points.

The unloading points must have already been assigned in the customer view of the site.

3. 'HSDUWPHQWV

On the general site data screen choose *RWR → 'HSDUWPHQWV. A new window

appears. If you have already created departments for the site in Customizing, you can now enter the departments. A department can be assigned only one receiving point; a receiving point, on the other hand, can be assigned several different departments.

4. 0HUFKDQGLVH&DWHJRULHV

On the general site data screen choose *RWR → 0HUFKDQGLVHFDWHJRULHV. A new window appears. Maintain the merchandise category data for the site (for example, assign the merchandise categories to the site, assign departments, define value-only articles, define Inventory Management exceptions, define supplying sites for the merchandise categories). The data that you have to maintain depends on the profile for value-based inventory management.

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Merchandise categories must already exist in the system. A merchandise category can be assigned only one department; a department, on the other hand, can be assigned several different merchandise categories.

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On the general site data screen choose *RWR → 0HUFKDQW,'. A new window appears. Enter the merchant ID of the clearing house (such as NaBANCO). This ID enables sales transactions paid with payment cards to be settled with the clearing house.

6. 2SHQLQJ7LPHV

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On the general site data screen choose ([WUDV → 2SHQLQJWLPHV to enter the opening times, opening date or closing date. A new window appears. So that you do not have to enter as much data, you can use an opening times key.

7. 6LWH&ODVVLILFDWLRQ

On the general site data screen choose (QYLURQPHQW → &ODVVLILFDWLRQVLWH A new window appears (providing you have created the customer part). You can now assign the site further attributes (such as number of employees).

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The class 6WRUHFODVV has the characteristics 5HJLRQ and 6DOHVDUHDLQP. If you assign a store this class the store inherits the characteristics. You can then evaluate the stores using the characteristics. This classification allows you to find, for example, all the stores in the southern region that have a sales area of over 200 m².

Depending on your settings, click a class type and then a class. Enter values for the characteristics in the class.

8. Return to the general site data screen.