sd001客戶主數(shù)據(jù)維護流程customer master maintenance process

:陳玲ChenContact作者日期文檔版本修訂描述文檔作者InitialChenRevisedAcceptanceGuo陶TaoAPPROVAL日期版本人角色Approver人tableof 在流程層次結(jié)構(gòu)中的位置PositiononProcess 適用范圍Areaof 聯(lián)系人（關(guān)鍵用戶）Contact(Key- 術(shù)語 流程目的和范圍Processgoalsand 流程圖Process 業(yè)務(wù)步驟說明Descriptionofprocess 其他說明Other 業(yè)務(wù)原則Business 其他相關(guān)文檔Crossreferenceto 打印格式程序和報表Forms, SAP系統(tǒng)修改和用戶出口程序SAPmodification, 使用技巧和竅門Hintsand ProcessPositiononProcessMKTSalesandMKTSalesandMarketingMasterDataCustomerAreaof客戶主數(shù)據(jù)流程適用于華新水泥以及下屬所有單位相關(guān)的客戶TheprocessisappliedtoHuaxin’scustomermastermaintenancebusiness。 名字 部門 角色 數(shù)據(jù)、公司代碼數(shù)據(jù)、銷售區(qū)域數(shù)據(jù)組成。Customermasterdata:needtoreceivedifferentnatural andartificial ,whopurchasegoodsfromHuaxin.Customermasterdatainclude:generaldata、salesdataand 、傳真、登記號、等。Generaldata:includedetailedaddressandcommunicationinformation,forexample:customername,address,mailcode,mailaddress,city,country, ephonenumber,faxnumber,taxpayerVATnumber,andbankaccount.息，具體指：統(tǒng)馭科目等。dataincludecustomerbankaccountdetailedinformationandpaymentinformation,forexample,ReconciliationAccount.銷售區(qū)域數(shù)據(jù)：包括有關(guān)付款條件和交貨的信息：Salesdataincludepaymenttermanddeliveryinformation.Customergroup:defineaspecialgroupofcustomerforprizingorstatisticsforexample,wholesaleandretail.銷售地區(qū)（詳見附件）：銷售地區(qū)或區(qū)域,主要按行政區(qū)域劃分。Salesregion:saleszoneorarea,dividedbyregionalism.Paymentterminternationaltradeterm,controldata,deliverydata,priceinformation,tax在客戶主記錄目組是一個分類特性?？颇拷M確定：accountgroup客戶科目號應(yīng)該在編號范圍內(nèi)。thenumberrangefromwhichcustomerare是用戶分配編號還是系統(tǒng)分配編號。Howmasterrecordnumbersareassigned(externallyorinternallybythesystem)在主記錄中規(guī)格是必需的或可能的。WhichscreensandfieldsarenecessarytoentrymasterdataProcessgoalsand客戶主數(shù)據(jù)流程主要針對于新增客戶、客戶主數(shù)據(jù)擴展、發(fā)生變更、客戶主數(shù)據(jù)凍結(jié)、客戶主數(shù)據(jù)標志刪除。Customermasterdatamaintenanceprocessincludecreatingnewcustomer,extendingcustomermaster,changingcustomermaster,blockingcustomer,flagging GAPGAP10華新有多個公司代碼和銷售組織，CONNECT模板僅有一個公司代碼。Thereare codesandsalesorganize.Butthereisonlyonecodeinconnecttemte.因此需要在多個公司代碼下擴展客戶主數(shù)據(jù)。Thecustomermasterdatashouldbeextendtoseveralcompanies客戶存在多公司業(yè)務(wù)和客戶擴展需求Extendcustomermasterdatainseveral客戶分類：按照未來銷售業(yè)務(wù)和統(tǒng)計分析建立合適的客戶分類Customertype:classifycustomer分析華新需求與Holcim模板以及標準SAP解決方案的差異。ysistheGAPsbetweenHuaxinrequirementstoHolcimtemtes&StandardSAPsolutions.GAPNo.為項目差異列表中的差異代碼TheGAPNoisthenumberfromprojectGAPProcessDescriptionofprocess步驟描述Step何時執(zhí)行Whenisthestep備注1Submitcustomermasterdatamaintenanceapplication檢查完整性Checkthecustomerdataforintegralitycustomerdata客戶主數(shù)據(jù)需求提出后whencustomermasterdatamaintenancerequestissubmittedbyrequirementHQcustomerservicecheckandapproveapplication,whichincludefinance2customermasterdatamaintenanceapplicationisreceived客戶主數(shù)據(jù)申表后，對HQcustomerservicecheckmasterdata3whendata’sintegralityis的客戶主數(shù)據(jù)請表進行，如BusinessLeaderApprovecustomerinformationwhendata’sintegralityisconfirm.ifthecustomerdataisnotcomplete,itneedtobesubmittedagainaftersalescollectingit4修改/確認申請Modify/Confirm 通過后afterapprovalBusinessLeadermodifyorconfirmrequestafter步驟描述Step何時執(zhí)行Whenisthestep備注5themaintenancetype客戶主數(shù)據(jù)MaintaincustomermasterdataFeedbacktoSubsidiarycustomerservicecustomermasterdataCheckconsistencyofcompletedinformationwhentheapplicationformis對申請表進行區(qū)分后（多或單whenapplicationtypeis客戶主數(shù)據(jù)完成后whencustomermasterdataismaintainedWhenapplicationisdifferentiateforsingleand 完成后Alldatamaintainedcompley部客管人員。則，由客管人進行customerconfirmmaintenancetype.customeris panyneedtomaintainedbycustomerelsemaintainedcustomer6總部客管人員customermaintainmasterdata7總部客管人員將信息反饋到HQfeedbackcustomeraftercustomer8客管人員customermaintaincustomer9地及單客戶進HQservice panyandsingleOther客戶帳戶組：在客戶主記錄目組是一個分類特性?？颇拷M確定customeraccountgroupdeterminate：Howmasterrecordnumbersareassigned(externalnumberorinternalnumberbysystem)；Confirmwhetherthescreensandfieldsarenecessaryformasterdata。HolcimHolcimgroupHuaxinHuaxingroup第Third-SalesregionAdministrativeregionwherecustomerassignedreferencetothefollowing CustomerclassConfirmcustomerclass8大商 規(guī)范客戶主數(shù)據(jù)管理。收集全面的，制作規(guī)范統(tǒng)一的客戶主數(shù)據(jù)申請表，并將此表作為客戶主數(shù)據(jù)的依據(jù)，依據(jù)管理規(guī)則分別由客觀人員和總部客觀人員。Improvecustomermasterdatamanagement.Collectcompletecustomerinformation;executestandardcustomermasterdatamaintenanceapplicationform,whichisregardascustomermainmasterdatamaintenanceapplicationsOff-sitecustomerserviceandHQcustomerservicemaintaincustomerdataaccordingmanagementregulation.客戶主數(shù)據(jù)的信息共享。一次錄入，多方使用。后續(xù)的銷售業(yè)務(wù)（銷售合主數(shù)據(jù)信息。Sharecustomermasterdata.Customerdataisinputonetimewhichcouldbesharedbymulti-party,suchassalesdept.、financedept.。.管理?？梢詫蛻糁鲾?shù)據(jù)信息的創(chuàng)建、修改、查詢、凍結(jié)、刪除等業(yè)務(wù)進行分權(quán)管理。同時可以對客戶進行按客戶賬戶組、公司代碼、銷售組織進行管理。Authorizationmanagement.Theauthorizationisassigntocreate、modify、query、block、deletecustomermasterdataaccordingdifferentauthorityarrange.Theauthorizationcouldismanagedbycustomeraccordingaccount panycode、salesorganizationandsoon.類型、銷售范圍等。Keyinformationincustomermasterdatacouldbeusedforysisbysalesregioncustomerclasssalesareaandsoon。查，若上述信息已在系統(tǒng)中存在，則系統(tǒng)會主數(shù)據(jù)后續(xù)動作，從而避免客戶重復(fù)創(chuàng)建的錯誤。Checkcustomermasterdataintegrality,Thesystemchecktheinformationinputinsystemautomatically.ifcustomerinformationexistalready,thensystemwillrefusefollowingactivitiesinordertoavoidthemistakesofcreatingrepeatedly.Business相關(guān)需求人員提交的客戶主數(shù)據(jù)申請，需要由總部客管人員負責審核信息的準確性、完整性。Relatedrequest submitcustomermasterdatamaintenanceapplication,whichshouldbecheckbyHQcustomerserviceforveracityandintegrality.總部客管人員負責檢查并確認系統(tǒng)中是否存在新增的；并與財務(wù)部確認財務(wù)相關(guān)數(shù)據(jù)信息（財務(wù)統(tǒng)馭科目