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In this blog post you’ll learn why you should think about your company-wide SAP Master Data Management processes and how to optimize, streamline [...]
Clean customer master data are essential in order to be able to process customer orders quickly and efficiently. Only then can customer orders be handled smoothly across all markets and channels. Satisfied customers are the “cherry on top”. With our EASY Customer Creation Process solution, you can digitize your customer master data creation process in SAP® and control it intelligently.
When you handle customer orders, you rely on customer master data in a variety of process steps – from the customer query to the availability check and delivery and on to payment.
In practice, new customer master data often come through “chaotic” processes in SAP® SD (Sales and Distribution), because the necessary information is rarely bundled, but rather usually present in emails and caller records. Therefore, errors can result from the manual transmission of the data to the SAP® system.
In addition, the time and expertise to check if existing customer data can be used or updated are frequently lacking. Instead, employees often create redundant master data.
The effort of providing customer master data to the necessary sales areas and company codes should also not be underestimated.
With EASY Customer Creation Process, employees are able to start the customer master data creation process easily and compile all the information in the digital process before it is automatically entered in SAP®. As a result, it is always possible to document how the new data entered the system. In addition, a duplicate check helps prevent redundant customer master data in SAP®. An simple interface in which only the fields you actually need are visible increases the satisfaction of both occasional and experienced SAP® users.
A field service employee would like to record a new opportunity and needs a new customer to do so. They enter the basic data and perform a duplicate check.
A sales office employee expands the customer master data in accordance with the internal specifications and has them checked. Alternatively, the data could also be automatically added via customizing tables.
In order to increase the data quality, a sales inspection team can double-check the entries before the new customer master data is actually automatically entered in SAP®.
Accounting maintains the company code data. Alternatively, these data could also be entered automatically via customizing tables.
Credit rating, sanction lists, and dunning can be optionally integrated.
Then the customer is automatically entered into SAP® (in the company code and, if applicable, in multiple sales areas)
No programming knowledge is needed for the EASY Customer Creation Process. The process can be adjusted in consultation with the employees to meet their needs.
Our process supports your SAP® technology 100 percent and uses the SAP® Business Workflow, so that no further training is needed. EASY Customer Creation Process requires no interfaces or additional hardware. Our solution also uses the existing privileges or role concepts in SAP®. Additional features are multiple languages and Unicode-capability.