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Creating and modifying creditor 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 creditor 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 allow non-main creditors 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 main creditor codes, function right 313 – Maintain division creditor – main creditor is required. Users with the F&A staff role have this function right.
  • To link the creditor code to another account, function right 464 – Allows to change link of creditor number to account is required. Users with the F&A staff role have this function right.
  • To create or modify creditor codes, function right 565 – Maintain division creditor is required. Users with the Controller, F&A staff, or Supplier 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 creditor 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 creditor 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 in the Divisions section.
  5. Make the required changes.
  6. Click Save.

How do I copy creditor 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 in the Divisions section.
  5. Click Copy

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

How do I add bank accounts for the creditor?

  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 in 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).
Buttons

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: 21.113.344
 Assortment:  Date: 15-05-2012
 Release:  Attachment:
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