Q2C 01.03: Setup Customer Financial Master Data
L2: Setup Customer Master Data & Credit | Quote-to-Cash Operating Model
Contract
Manager
Credit Analyst
Credit Manager
System Actions
START:
New customer
Confirm customer
setup required
Collect master
data attributes
Data
complete?
Create customer
master record
Load record to
ERP / CRM
Complete on-
boarding activities
Approve customer
master setup
END:
Customer active
Yes
No