Customer Master FactSheets
Application component: Fiori UI for Customer Master
App type: Fact sheet
Description: With this app, you can display an overview of the customer data. 
This app allows the business users to view the critical fact data of customer master from a consuming application.
Key features:  This app is available for the following roles: Customer Project ManagerCustomer Master SpecialistAccounts Receivable Accountant You can use this app for the following purposes: Display an overview of the customer data, such as: Company dataCommunication dataSales areaIf available, related documents, such as sales orders or billing documentsKey facts relevant in the business context. Key facts are important data prominently displayed in the app. This app shows the key facts such as City. Navigate to additional information relevant in your business context, such as detailed information about related business partners, related master data, or related documents.Navigate to apps with additional functions, such as editing or analyzing related business data. 
Business roles: Internal Sales Representative| Master Data Specialist - Business Partner Data| Billing Clerk| Sales Manager| Accounts Receivable Accountant| Shipping Specialist| Shipping Specialist - Just-In-Time Supply| Returns and Refund Clerk| Receiving Specialist| Revenue Accountant| External Auditor| Accounts Receivable Manager| Administrator - International Trade| Customer Service Representative - In-House Repair| Administrator - Revenue Accounting| Master Data Specialist - Batch Data| Change Management Coordinator| Master Data Specialist - Commodity Management
Cost Accountant - Overhead : 
Defines overhead master data and the period-end allocation cycle. Implements period-end allocation and monitors overhead costs. Reports expenses on the income statement in the period in which they are incurred.

Accounts Payable Accountant for China: (is an add-on role to the Accounts Payable Accountant)
Carries out the most important functions in accounts payable accounting with a special focus on creation and execution.

Employee : 
Performs all work related activities which are not directly relevant for one's work performance.

Accounts Receivable Accountant for Italy: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution.

External Auditor for Austria: (is an add-on role to the External Auditor)
Reviews the accounts of organizations to ensure the accuracy and completeness of their financial records for Austria.

Resource Manager : 
Manages the staffing of resource requests, monitors resource utilization, and ensures that all available resources are utilized to their optimum level.

Billing Clerk : 
Processes invoices in time, monitors and manages the invoice process, works on a prioritized worklist (e.g. sorted by invoice date and value of invoice requests), creates, releases, and sends invoice documents.

Accounts Receivable Accountant for Croatia: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution.

Shipping Specialist : 
Processes outbound deliveries.

Accounts Receivable Accountant - Leasing: (is an add-on role to the Accounts Receivable Accountant)
Is responsible for posting activities of Lease Contracts.

Configuration Expert - Business Network Integration : 
Configures system-to-system integration, including initial setup as well as continuous configuration and monitoring.

General Ledger Accountant for France: (is an add-on role to the General Ledger Accountant)
Carries out daily activities in general ledger, for example by recording transactions and making adjustment postings, and prepares financial statements in France.

Administrator - International Trade : 
Is responsible for scheduling jobs and monitoring job statuses for the integration with SAP Global Trade Services, SAP Watch List Screening and data providers of classification content.

Accounts Receivable Accountant for Singapore: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution.

Cash Manager for Malaysia: (is an add-on role to the Cash Manager)
Executes cash transactions and centrally manages bank accounts with a wide range of attributes, including overdraft limit and signatories, utilizing approval process for opening or closing bank accounts, and the regular inventory/auditing process.

Master Data Specialist - Commodity Management : 
Maintains Commodity specific Master Data like commodity quantity within a certain product per supplier or customer.

General Ledger Accountant for Malaysia: (is an add-on role to the General Ledger Accountant)
Carries out daily activities in general ledger, for example by recording transactions and making adjustment postings, and prepares financial statements.

Quality Technician : 
Prepares and executes quality inspections of products and materials and manages inconsistencies.

General Ledger Accountant for Thailand: (is an add-on role to the General Ledger Accountant)
Carries out daily activities in general ledger, for example by recording transactions and making adjustment postings, and prepares financial statements in Thailand.

Cash Management Specialist for China: (is an add-on role to the Cash Management Specialist)
Executes cash transactions and centrally manages bank accounts with a wide range of attributes, including overdraft limit and signatories, utilizing approval process for opening or closing bank accounts, and the regular inventory/auditing process.

Accounts Receivable Accountant for Norway: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution for Norway.

General Ledger Accountant for Netherlands: (is an add-on role to the General Ledger Accountant)
Carries out the tax and financial reporting tasks needed to fulfill the legal requirements in the Netherlands.

General Ledger Accountant for Poland: (is an add-on role to the General Ledger Accountant)
Carries out the tax and financial reporting tasks needed to fulfill the legal requirements in Poland.

Inventory Manager : 
Manages inventory with respect to quantity and value.

General Ledger Accountant for Finland: (is an add-on role to the General Ledger Accountant)
Carries out the tax and financial reporting tasks needed to fulfill the legal requirements in Finland.

Cash Manager : 
Is responsible for overall liquidity status of group corporate, executes cash transactions and centrally manages bank accounts with rich attributes, including overdraft limit and signatories, approves for opening or closing bank accounts, etc.

Accounts Receivable Accountant : 
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution.

Returns & Refund Clerk : 
Processes claims, returns, and refusal orders to ensure claims are recorded, resolved, and closed in a timely and accurate manner.

Cash Manager for China: (is an add-on role to the Cash Manager)
Is responsible for overall liquidity status of group corporate, executes cash transactions and centrally manages bank accounts with rich attributes, including overdraft limit and signatories, approves for opening or closing bank accounts, etc.

Accounts Receivable Accountant for Bulgaria: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution.

Accounts Receivable Accountant for Thailand: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting in Thailand.

Accounts Payable Accountant for Poland: (is an add-on role to the Accounts Payable Accountant)
Carries out the most important functions in accounts payable accounting in Poland.

Service Planner - Recurring Service : 
Plans and manages all the related aspects of the recurring service process, from the management of maintenance plans to triggering the generation of service orders. 

Cash Manager for Thailand: (is an add-on role to the Cash Manager)
Executes cash transactions and centrally manages bank accounts with a wide range of attributes, including overdraft limit and signatories, utilizing approval process for opening or closing bank accounts, and the regular inventory/auditing process.

General Ledger Accountant for Italy: (is an add-on role to the General Ledger Accountant)
Carries out the tax and financial reporting tasks needed to fulfill the legal requirements in Italy.

Customer Service Representative - In-House Repair : 
Is responsible for coordinating In-House Repairs and ensuring their correct commercial processing. Manages received devices, quotations, repair orders and billing.

Accounts Payable Accountant for Japan: (is an add-on role to the Accounts Payable Accountant)
Carries out the most important functions in accounts payable accounting with a special focus on creation and execution.

Accounts Receivable Manager : 
Carries out all functions in accounts receivable accounting with an emphasis on setting guidelines and period-end closing.

Change Management Coordinator : 
Coordinates changes in compliance with applicable standards which ensure a safe and efficient implementation. This includes collecting change relevant information, involving experts, obtaining approvals, and managing implementation activities.

Maintenance Planner : 
Carries out preliminary costing, work scheduling, material provisioning, resource planning, and, if necessary, requests permits to ensure that maintenance activities can be performed most efficiently and safely.

General Ledger Accountant for Belgium: (is an add-on role to the General Ledger Accountant)
Carries out the tax and financial reporting tasks needed to fulfill the legal requirements in Belgium.

Accounts Receivable Accountant for Spain: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution.

Contract Manager - Royalties : 
Negotiates and manages terms and conditions of royalty agreements with suppliers or customers.

Purchaser : 
Ensures that demands of materials and services are fulfilled by creating and monitoring purchase orders.

Tax Specialist : 
Maintains SD tax rates.

Employee - Procurement : 
Executes a self-service requisitioning process. Creates a purchase requisition via access to procurement catalogs or creates free text requests. Keeps an overview of their self-service requests and confirms the receipt of goods or performed services.

General Ledger Accountant for Norway: (is an add-on role to the General Ledger Accountant)
Carries out the tax and financial reporting tasks needed to fulfill the legal requirements in Norway.

Accounts Payable Manager : 
Carries out all functions in accounts payable accounting with an emphasis on setting guidelines and period-end closing.

General Ledger Accountant for Hungary: (is an add-on role to the General Ledger Accountant)
Carries out the tax and financial reporting tasks needed to fulfill the legal requirements in Hungary.

Accounts Payable Accountant for Slovakia: (is an add-on role to the Accounts Payable Accountant)
Carries out the most important functions in accounts payable accounting in Slovakia.

General Ledger Accountant for Germany: (is an add-on role to the General Ledger Accountant)
Carries out the tax and financial reporting tasks needed to fulfill the legal requirements in Germany.

Accounts Receivable Accountant for China: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution.

General Ledger Accountant for Portugal: (is an add-on role to the General Ledger Accountant)
Carries out the tax and financial reporting tasks needed to fulfill the legal requirements in Portugal.

General Ledger Accountant for Spain: (is an add-on role to the General Ledger Accountant)
Carries out daily activities in general ledger, for example by recording transactions and making adjustment postings, and prepares financial statements.

Administrator - Legal Content Management : 
Is responsible for the adminstration in Legal Content Management. 

Accounts Payable Accountant for Croatia: (is an add-on role to the Accounts Payable Accountant)
Carries out the most important functions in accounts payable accounting with a special focus on creation and execution.

General Ledger Accountant for China: (is an add-on role to the General Ledger Accountant)
Carries out daily activities in general ledger, for example by recording transactions and making adjustment postings, and prepares financial statements.

Pricing Specialist : 
Keeps prices current, makes them available on time. Sets up price lists, maintains prices, carries out mass changes of prices, issues price lists, changes prices, cross-checks prices and discounts for customers.

General Ledger Accountant for Denmark: (is an add-on role to the General Ledger Accountant)
Carries out the tax and financial reporting tasks needed to fulfill the legal requirements in Denmark.

Cash Management Specialist : 
Executes cash transactions and centrally manages bank accounts with a wide range of attributes, including overdraft limit and signatories, utilizing approval process for opening or closing bank accounts, and the regular inventory/auditing process.

Accounts Payable Accountant for Bulgaria: (is an add-on role to the Accounts Payable Accountant)
Carries out the most important functions in accounts payable accounting with a special focus on creation and execution.

Accounts Payable Manager for Australia: (is an add-on role to the Accounts Payable Manager)
Carries out all functions in accounts payable accounting with an emphasis on setting guidelines and period-end closing.

Accounts Payable Manager for Malaysia: (is an add-on role to the Accounts Payable Manager)
Carries out all functions in accounts payable accounting with an emphasis on setting guidelines and period-end closing.

Quality Engineer : 
Supports the quality manager in making sure that the company’s quality and safety compliance goals are met. Makes usage decisions. Performs statistical analyses of test results. Coordinates activities within QM.

Accounts Payable Accountant for Taiwan: (is an add-on role to the Accounts Payable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution.

Accounts Payable Accountant for Spain: (is an add-on role to the Accounts Payable Accountant)
Carries out the most important functions in accounts payable accounting with a special focus on creation and execution.

Accounts Receivable Accountant for Taiwan: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution.

Customer Service Manager : 
Understands overall status and performance of the service management process, which gives insights into financial performance of the service process.

Accounts Receivable Accountant for Slovenia: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution.

General Ledger Accountant for Austria: (is an add-on role to the General Ledger Accountant)
Carries out the tax and financial reporting tasks needed to fulfill the legal requirements in Austria.

Project Manager - Professional Services : 
Manages execution of commercial projects ensuring scope, time, budget & client satisfaction.

Accounts Payable Accountant : 
Carries out the most important functions in accounts payable accounting with a special focus on creation and execution.

Business Process Specialist : 
Defines business workflows within a line of business or across the organization.

Legal Counsel : 
Provides, composes, consumes and manages Legal content like Contracts, Templates, Clauses etc.

Accounts Payable Manager for USA: (is an add-on role to the Accounts Payable Manager)
Carries out all functions in accounts payable accounting with an emphasis on setting guidelines and period-end closing.

General Ledger Accountant for Philippines: (is an add-on role to the General Ledger Accountant)
Carries out daily activities in general ledger, for example by recording transactions and making adjustment postings, and prepares financial statements.

Cost Accountant - Inventory : 
Calculates and monitors the net value of any inventories, thus helping a company to determine profitability, and ensuring accurate financial statements.

Accounts Receivable Accountant for Indonesia: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution.

Revenue Accountant : 
Displays and edits revenue contracts relevant information, check and reconcile postings for revenue contracts. 

Master Data Specialist - Batch Data : 
Maintains Batch master data.

Accounts Payable Accountant for Slovenia: (is an add-on role to the Accounts Payable Accountant)
Carries out the most important functions in accounts payable accounting with a special focus on creation and execution.

Internal Sales Representative : 
Manages sales documents, e.g. captures changes or cancels sales orders, prepares quotations, and manages contracts. Monitors, troubleshoots, and collaborates on critical open issues from the sales order fulfillment process.

Accounts Receivable Accountant for Japan: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution.

Shipping Specialist - Just-In-Time Supply : 
Processes outbound deliveries for Just-In-Time calls.

Cash Management Specialist for Philippines: (is an add-on role to the Cash Management Specialist)
Executes cash transactions and centrally manages bank accounts with a wide range of attributes, including overdraft limit and signatories, utilizing approval process for opening or closing bank accounts, and the regular inventory/auditing process.

Joint Venture Accountant : 
Carries out most of the activities related to Joint Venture Accounting which is more for Oil and Gas Industries.

Administrator - Revenue Accounting : 
Schedules and runs periodic jobs for RAIs processing,  revenue postings, etc. 

General Ledger Accountant : 
Carries out daily activities in general ledger, for example by recording transactions and making adjustment postings, and prepares financial statements.

Project Financial Controller : 
Is responsible for all financial aspects of one or several projects, including the creation of work breakdown structures, project planning, budgeting and forecasting, period-end closing support as well as project financial monitoring and reporting. 

Warehouse Clerk : 
Executes daily warehouse operations, such as carrying out stock transfers, analyzing stock-out situations, reverse material documents, etc.

Accounts Receivable Accountant for France: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts payable accounting with a special focus on creation and execution.

Configuration Expert - Business Process Configuration : 
Performs business process configuration and other tasks required for implementing SAP solutions, such as scoping the solution, configuring the business processes, performing manual rework activities, and changing business process configuration.

Accounts Receivable Accountant for Poland: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting in Poland.

Data Privacy Specialist : 
Maintains and performs appropriate tasks to comply with the corporate privacy policies and procedures. 

Internal Sales Representative - Professional Services : 
Manages sales orders referring to professional services, e.g. captures changes or rejects sales order items. Monitors, troubleshoots, and collaborates on critical open issues from the sales order fulfillment process.

Accounts Receivable Accountant for Argentina: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution for Argentina.

Treasury Specialist - Back Office for China: (is an add-on role to the Treasury Specialist - Back Office)
Processes financial transactions, sends confirmation to counterparties, imports market data and runs the valuation in China.

Dispatcher (Transportation Management) : 
Monitors incoming transportation demands. Initiates necessary actions in case of planning backlog. Monitors planning and execution of transportation orders. Executes initial delivery creation.

Material Planner - External Procurement: (is an add-on role to the Material Planner)
Ensures the availability of materials for production supply plans and monitors and adjusts material supplies procured externally. Collaborates internally with production planners and externally with suppliers.

Cash Manager for Indonesia: (is an add-on role to the Cash Manager)
Executes cash transactions and centrally manages bank accounts with a wide range of attributes, including overdraft limit and signatories, utilizing approval process for opening or closing bank accounts, and the regular inventory/auditing process.

Accounts Receivable Accountant for Turkey: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution for Turkey.

Production Planner : 
Plans, monitors and adjusts material supplies produced internally and ensures material availability for sales order fulfillment and production supply. Collaborates internally with customer care and other production planners.

Maintenance Technician : 
Performs and confirms planned and unplanned maintenance work on machines, equipment, and facilities efficiently and safely.

Project Manager - Commercial Services : 
Manages execution of commercial projects ensuring scope, time, budget & client satisfaction.

Inventory Analyst : 
Analyzes stock figures and historical stock information.

Pricing Specialist - Professional Services : 
Keeps prices for services current, makes them available on time. Sets up price lists, maintains prices, carries out mass changes of prices, issues price lists, changes prices, cross-checks prices and discounts for customers.

Cash Management Specialist for Hungary: (is an add-on role to the Cash Management Specialist)
Executes cash transactions, centrally manages bank accounts with attributes, including overdraft limit and signatories, utilizing approval process for opening or closing bank accounts, and regular inventory/auditing process in Hungary.

Receiving Specialist : 
Processes inbound deliveries.

General Ledger Accountant for Mexico: (is an add-on role to the General Ledger Accountant)
Carries out the tax and financial reporting tasks needed to fulfill the legal requirements in Mexico.

External Auditor : 
Reviews the accounts of organizations to ensure the accuracy and completeness of their financial records.

Plant Manager : 
Is responsible for the plant, including cost centers, personnel, and production. Ensures that the plant goals are in accordance with the corporate or factory goals, as well as with the superior supply chain and subordinate areas.

Accounts Payable Manager for Indonesia: (is an add-on role to the Accounts Payable Manager)
Carries out all functions in accounts payable accounting with an emphasis on setting guidelines and period-end closing in Indonesia.

General Ledger Accountant for Luxembourg: (is an add-on role to the General Ledger Accountant)
Carries out daily activities in general ledger, for example by recording transactions and making adjustment postings, and prepares financial statements in Luxembourg.

Accounts Payable Accountant for Portugal: (is an add-on role to the Accounts Payable Accountant)
Carries out the most important functions in accounts payable accounting with a special focus on creation and execution for Portugal.

Asset Accountant : 
Capitalizes costs of assets during purchasing and production processes, defines depreciation parameters, and records depreciation. Ensures correctness, completeness, and documentation of the balance sheet for fixed assets.

Accounts Receivable Accountant for Greece: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution.

Accounts Receivable Accountant for Philippines: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution.

Accounts Payable Accountant for South Korea: (is an add-on role to the Accounts Payable Accountant)
Carries out the most important functions in accounts payable accounting with a special focus on creation and execution in South Korea.

Solution Order Specialist : 
Manages solution orders for customers. Creates, updates, orchestrates and monitos the solution order, order execution and coordination across delivery organizations, delivering reports on orders, executing order changes, etc.

Accounts Payable Accountant for France: (is an add-on role to the Accounts Payable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution.

Accounts Receivable Accountant for Serbia: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting in Serbia.

Accounts Payable Accountant for Serbia: (is an add-on role to the Accounts Payable Accountant)
Carries out the most important functions in accounts payable accounting in Serbia.

Billing Specialist - Projects : 
Prepares the billing data for the billing elements across a customer project and triggers creation of a billing document request.

Sales Manager : 
Monitors and optimizes sales processes, sales panning, and coordinates sales forces.

Cash Manager for Philippines: (is an add-on role to the Cash Manager)
Executes cash transactions and centrally manages bank accounts with a wide range of attributes, including overdraft limit and signatories, utilizing approval process for opening or closing bank accounts, and the regular inventory/auditing process.

Settlement Clerk - Royalties : 
Is responsible for third-party financial settlement processes, settling contractual royalty agreements and for keeping track of settlement documents and payments.

Accounts Receivable Accountant for South Korea: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution in South Korea.

General Ledger Accountant for Switzerland: (is an add-on role to the General Ledger Accountant)
Carries out the tax and financial reporting tasks needed to fulfill the legal requirements in  Switzerland.

General Ledger Accountant for Brazil: (is an add-on role to the General Ledger Accountant)
Carries out the tax and financial reporting tasks needed to fulfill the legal requirements in Brazil.

Accounts Receivable Accountant for India: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution for India.

Warehouse Clerk (Retail) : 
Executes daily warehouse operations, such as carrying out stock transfers, analyzing stock-out situations, reverse material documents, etc.

Accounts Payable Accountant for Argentina: (is an add-on role to the Accounts Payable Accountant)
Carries out the most important functions in accounts payable accounting with a special focus on creation and execution for Argentina.

Cost Accountant - Sales : 
Analyzes markets, products, customers, distribution channels, and discount strategies. Reports and monitors KPIs for incoming orders, revenue, and margins. Contributes to fulfilling the organization’s sales strategy.