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hi.. all.... regarding customer master creation

Former Member
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can anyone explain in that.. being SD consultant what are the fields should we maintain while creating customer master record?

hope u will get me that.....

thanks in advance

arun.....

Message was edited by:

arunteja vasan

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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while creation of a new customer, being a SD consultant the following are some of the most important fields kept in mind are:

1) Define an Accounts group through OBD2 and the subsequent fields required by making them mandatory optional or supressed.

2) Define and assign the Number Ranges to facilitate the customer generation process.

3) Partner determination procedures according to the customer profile.

4)Payment method and transaction based details including customer address

5)Reconciliation Account and Pricing type based settings( eg..whether a customer has to be given a rebate or a credit check has to be done)

These are some of the most important fields we should maintain but there are always more according to configuration and the company sales policy.

Thanks

Please reward if helps

adi

Answers (2)

Answers (2)

Former Member
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T.Code: XD01 - To Create Customer Centrally.

First Screen:

Account Group (Select Appropriate)

Customer (If External Number Range)

Company Code

Sales Organization

Distribution Channel

Division

--> Enter

Subsequent Screens:

<i><u><b><b>General Data Section:-</b></b></u></i>

<b>Address</b>

Name

Search Term

Address

Country

<i><u><b><b>Company Code Data Section</b></b></u></i>

<b>Account Management</b>

Reconcilation Account

<b>Payment Transaction</b>

Terms of payment (This is only for FI report purpose. Not Mandatory)

<u><i><b><b>Sales Area Data Section</b></b></i></u>

<b>Order / Sales</b>

Currency

Customer Pricing Procedure (to determine pricing procedure in sales order)

Customer Stat. Group (To transfer data to Standard reports)

<b>Shipping</b>

Delivery Prioity

Shipping Condition (to determine shipping point)

Delivering Plant (to default in sales order)

<b>Billing</b>

Incoterm 1

Incoterm 2

Terms of payment (called in sales order)

Account Assignment Group (To determine G/L Account from T.Code VKOA)

Taxes

-


<b>Basic for Customer Master Creation:</b>

It will be recommended to use an existing account group, if it serves the purpose. Incase you require to have sold to party as external number range & internal number range, inthat case you can use one of the existing Account group & create another wrt Standard Account Group. Some more information on account Group is as under:

2.1.1 Account Group

2.1.1.1 Maintain Number Range for Account Group

Use

The purpose of this activity is to control number range of Account Group.

Procedure

Access the activity using one of the following navigation options:

IMG -- Financial Accounting (New) -- Accounts Receivable and Accounts Payable -- Customer Accounts -- Master Data -- Preparations for Creating Customer Master Data -- Create Number Ranges for Customer Accounts -- Select the Icon to maintain Number Range

Transaction Code: SPRO

Data to be maintained:

No__From_________To__________Current No____Ext (Tick in Check Box)

01___0000000001___0000099999_____0_________No

02___0000100000___0000299999_____0_________No

XX___A___________ ZZZZZZZZZZ_______________Yes

___ refers to blank space

2.1.1.2 Assign Number Range to Account Group

Use

The purpose of this activity is to maintain number range of Account Group.

Procedure

Access the activity using one of the following navigation options:

IMG --Financial Accounting (New) -- Accounts Receivable and Accounts Payable -- Customer Accounts -- Master Data -- Preparations for Creating Customer Master Data -- Assign Number Ranges to Customer Account Groups

Transaction Code SPRO

Data to be maintained:

Group__Name_______________Number Range

0001___Sold-to party__________XX

0002___Goods recipient_______XX

0003___Payer_______________XX

0004___Bill-to party___________XX

2.1.1.3 Define Account Groups with Screen Layout (Customers)

Use

In this step, you determine the account group of the customer.

Procedure

Access the activity using one of the following navigation options:

IMG -- Financial Accounting (New) -- Accounts Receivable and Accounts Payable -- Customer Accounts -- Master Data -- Preparations for Creating Customer Master Data -- Define Account Groups with Screen Layout (Customers)

Transaction Code: SPRO

The groups indicated below are a few examples. There are many groups in Standard SAP & if we require additional Group, it can be copied from appropriate group & maintained.

Group Name

0001 Sold-to party

0002 Goods recipient

0003 Payer

0004 Bill-to party

0005 Prospective customer

0006 Competitor

Select Sold-to-party &#61664; go to Details &#61664; Double Click on General data / Company code data / Sales data. It will take to next screen which details Tab Pages of General data / Company code data / Sales data. Double Click on Tab Page for example: Address, Control, Marketing & so on. Here you can maintain whether the field is to be Suppress, Req. Entry, Opt. entry or Display

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Regards,

Rajesh Banka

Former Member
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Hi Arun,

The fields that are maintained in Customer Master Record depends on the Configuration and Design of your system.

For getting the details regarding the common fields that have to be maintained for Customer Master data, refer Pg 18 to 21 in the pdf doc below

http://www.megaupload.com/?d=BUIMTHG2

regards,

Raj