作者Contact陳玲Chen電子郵件:日期文檔版本修訂描述文檔作者初始版本Initial陳玲ChenRevised郭龍柱GuoAcceptance陶TaoAPPROVAL日期版本人角色Approver人tableof流程說明Process 在流程層次結構中的位置PositiononProcess 適用范圍Areaof 聯系人（關鍵用戶）Contact(Key- 術語 流程目的和范圍Processgoalsand 差異分析Gap 流程圖Process 業務步驟說明Descriptionofprocess 其他說明Other 改進分析 業務原則Business 其他相關文檔Crossreferenceto 技術相關信息Technical 接口程序 打印格式程序和報表Forms, 打印程序列表 報表程序列表 SAP系統修改和用戶出口程序SAPmodification, 使用技巧和竅門Hintsand PositiononProcessMKTMKTSalesandMasterDataCustomerAreaof客戶主數據流程適用于華新水泥以及下屬所有單位相關的客戶TheprocessisappliedtoHuaxin’scustomermastermaintenancebusiness。 名字 部門 角色 郵件備注數據、公司代碼數據、銷售區域數據組成。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：統馭科目等。dataincludecustomerbankaccountdetailedinformationandpaymentinformation,forexample,ReconciliationAccount.銷售區域數據：包括有關付款條件和交貨的信息：Salesdataincludepaymenttermanddeliveryinformation.Customergroup:defineaspecialgroupofcustomerforprizingorstatisticsforexample,wholesaleandretail.銷售地區（詳見附件）：銷售地區或區域,主要按行政區域劃分。Salesregion:saleszoneorarea,dividedbyregionalism.Paymentterminternationaltradeterm,controldatadeliverydatapriceinformation,taxinformation.客戶帳戶組：Customeraccount在客戶主記錄目組是一個分類特性。科目組確定：accountgroup客戶科目號應該在編號范圍內。thenumberrangefromwhichcustomerare是用戶分配編號還是系統分配編號。Howmasterrecordnumbersareassigned(externallyorinternallybythesystem)在主記錄中規格是必需的或可能的。WhichscreensandfieldsarenecessarytoentrymasterdataProcessgoalsand客戶主數據流程主要針對于新增客戶、客戶主數據擴展、發生變更、客戶主數據凍結、客戶主數據標志刪除。Customermasterdatamaintenanceprocessincludecreatingnewcustomer,extendingcustomermaster,changingcustomermaster,blockingcustomer,flagging GAPGAP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.Butthereisonlyonecodeinconnecttem 因此需要在多個公司代碼下擴展客戶主數據。Thecustomermasterdatashouldbeextendtoseveralcompanies客戶存在多公司業務和客戶擴展需求Extendcustomermasterdatainseveral客戶分類：按照未來銷售業務和統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TheGAPNo.isthenumberfromprojectGAPProcessDescriptionofprocess步驟描述Step何時執行Whenisthestep備注1提交客戶主數據申請Submitcustomermasterdatamaintenanceapplication檢查完整性CheckthecustomerdataforintegralityApprovecustomer客戶主數據需求提出后whenmasterdatamaintenancerequestissubmittedbyrequirementcustomerservicecheckandapproveapplication,whichincludefinance2customermasterdatamaintenanceapplicationisreceived行檢查HQservicecheckmasterdata3資料確認完整后whendata’sintegralityBusinessLeaderApprovecustomerinformationwhendata’sintegralityisconfirm.ifthecustomerdataisnotcomplete,itneedtobesubmittedagainaftersalescollectingit4修改/確認申請Modify通過后afterBusinessLeadermodifyorconfirmrequestafter步驟描述Step何時執行Whenisthestep備注56789 類型Confirmthemaintenancetype客戶主數據MaintaincustomermasterdataFeedbacktoSubsidiarycustomerservicecustomermasterdata事后核查Checkconsistencyofcompletedinformation申請表確認后whentheapplicationformiswhenapplicationtypeis客戶主數據完成后whencustomermasterdataismaintainedWhenapplicationisdifferentiateforsingleand 完成后Alldatamaintainedcompley customerserviceconfirmthemaintenancetype.ifcustomerisbelong pany,itneedtobemaintainedbyHQcustomerservice,elsemaintainedbySubsidiarycustomerHQcustomerservicemaintaincustomermasterdatain HQservicefeedbacktoSubsidiarycustomerserviceaftermaintainedcustomermasterdata客戶customerservicemaintainSubsidiarycustomermaster核查HQcustomerservicecheck panycustomerandsingleOther客戶帳戶組：在客戶主記錄目組是一個分類特性。科目組確定customeraccountgroupdeterminate：客戶科目號應該在編號范圍內thenumberrange用戶分配編號還是系統分配編號Howmasterrecordnumbersareassignedexternalnumberorinternalnumberbysystem)；在主記錄中規定輸入信息是必需的或可選的Confirmwhetherthescreensandfieldsarenecessaryformasterdata。6HolcimHolcimgroupHuaxinHuaxingroup第Third-銷售地區Salesregion：物理銷售地區或區域Administrativeregionwherecustomerassigned。見附件文檔referencetothefollowing 客戶分類Customerclass：對客戶進行分類的字段Confirmcustomerclass8大商 規范客戶主數據管理。收集全面的，制作規范統一的客戶主數據申請表，并將此表作為客戶主數據的依據，依據管理規則分別由客觀人員和總部客觀人員。Improvecustomermasterdatamanagement.Collectcompletecustomerinformation;executestandardcustomermasterdatamaintenanceapplicationform,whichisregardascustomermainmasterdatamaintenanceapplications.Off-sitecustomerserviceandHQcustomerservicemaintaincustomerdataaccordingmanagementregulation.客戶主數據的信息共享。一次錄入，多方使用。后續的銷售業務（銷售合主數據信息。Sharecustomermasterdata.Customerdataisinputonetime,whichcouldbesharedbymulti-party,suchassalesdept.、financedept.。.權管理。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中存在，則系統會主數據后續動作，從而避免客戶重復創建的錯誤。Checkcustomermasterdataintegrality,Thesystemchecktheinformationinputinsystemautomatically.ifcustomerinformationexistalready,thensystemwillrefusefollowingactivitiesinordertoavoidthemistakesofcreatingrepeatedly.Business性、完整性。Relatedrequest submitcustomermasterdatamaintenanceapplication,whichshouldbecheckbyHQcustomerserviceforveracityandintegrality.