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Creating and modifying debtor codes for Central Master Data Management (CMDM)

Menu path

Customers à Reports à Accounts à Search 

Introduction

This page allows you to create and modify debtor codes for divisions for Central Master Data Management (CMDM). The following sections and fields are displayed only if you have selected the Accounts check box at System à Setup à Central Master Data Management à Settings.

Roles and rights

  • To create or modify main debtor codes, function right 312 – Maintain division debtor – main debtor is required. Users with the F&A staff role have this function right.
  • To link the debtor code to another account, function right 450 – Allows to change link of debtor number to account is required. Users with the F&A staff role have this function right.
  • To allow non-main debtors with transactions to be deleted, function right 477 – Allows to delete non-main debtors with financial transactions is required. Users with the F&A staff role have this function right.
  • To create or modify debtor codes, function right 564 – Maintain division debtor is required. Users with the Controller, F&A staff, or Customer manager role have this function right.

Notes:

  • For more details on function rights, go to System à Setup à Security à Function rights.
  • For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 249.

How do I create debtor codes?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Select an account under the Account name column.
  4. Click Add in the Divisions section.
  5. Define the fields.
  6. Click Save.

Keep in mind: Fields with the “!” icon are mandatory.

How do I edit debtor codes?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Select an account under the Account name column.
  4. Select a division under the Divisions section.
  5. Make the required changes.
  6. Click Save.

How do I copy debtor codes?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Select an account under the Account name column.
  4. Select a division under the Divisions section.
  5. Click Copy.

Keep in mind: The Copy button is only available in the edit mode.

How do I add bank accounts for the debtor?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Select an account under the Account name column.
  4. Select a division under the Divisions section.
  5. Click Add at Bank account under the Financial section. For more information, see Creating and modifying bank accounts for Central Master Data Management (CMDM).
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Fields

Related documents

 

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 21.117.325
 Assortment:  Date: 15-05-2012
 Release:  Attachment:
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