Customer Master Data Setup SOP

Standard procedure for creating and approving new customer master records, including due diligence, credit terms, billing setup, and required approvals.

Steps

• The requester submits the customer setup request
• The master data specialist verifies request completeness
• The credit analyst performs due diligence screening
• The credit analyst records the due diligence result
• The credit analyst determines proposed credit terms
• The finance manager approves or rejects the credit terms
• The master data specialist creates the customer master record
• The master data specialist configures billing and tax settings
• The master data specialist verifies the created record
• The credit analyst escalates exceptions for review
• The master data specialist archives the approval evidence