Customer master creation or entering data into customer master.

[Former Member]

Hi Friends

Can any give good example to create customer master from Account group to entering customer master data? so that to move forward.

Thanks in advance.

[Former Member]

2.1 Customer Master

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

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 > go to Details > 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

2.1.2 Process to Create Customer Master

2.1.2.1 Initial Screen of Customer Master Maintainance

Use

The purpose of this activity is to maintain Customer Master Data. Customer Master Can be created for Sales & Distribution, in which it will be possible to maintain General Data Tab & Sales Area Tab. Alternatively it is also possible to maintain Complete / FI, in which it is possible to maintain General Data, Company Code Data & Sales Area Data (Complete) or General Data & Company Code (F1)

Procedure

Access the activity using one of the following navigation options:

SAP Easy Access > Logistics > Sales and Distribution > Master Data > Business Partner > Customer > Create > Sales and Distribution / Complete

Transaction Code : VD01 / XD01

Fields to be maintained in Initial Screen (referring Complete):

Field - Functionality

Account Group - Take a drop down & select appropriate Account Group

Customer Enter manually

Company Code - Take a drop down

Sales Organization - Take a drop down

Distribution Channel - Take a drop down

Division - Take a drop down

A Customer can be created with reference to an existing Customer & necessary data can be changed.

Reference

Field - Functionality

Customer - Enter manually

Company Code - Take a drop down

Sales Organization - Take a drop down

Distribution Channel - Take a drop down

Division - Take a drop down

2.1.2.2 General Data of Customer Master Maintenance

Use

The purpose of this activity is to maintain General Data. General Data is applicable to the customer centrally. Incase of extending Customer to another Sales Area, General data will remain the same.

Procedure

Fields to be maintained are as under:

<u>ADDRESS</u>

Field - Functionality

Title - Take a drop down

Name - Enter manually

Search Term - Enter Manually (Optional)

Street - Enter Manually (Optional)

House No - Enter Manually (Optional)

Postal Code - Enter manually

City - Enter manually

Country - Take a drop down

Region - Take a drop down

<u>Control Data</u>

Field - Functionality

Vendor - Enter Manually (Optional) – To establish Customer Vendor Relationship.

Trading Partner - To be maintained incase of Inter-company Customer,

The above is for Illustration purpose. Please ensure to maintain the fields required.

2.1.2.3 Company Code Data of Customer Master Maintenance

Use

The purpose of this activity is to maintain Company Code Data. This is maintained by an FI person.

Procedure

Fields to be maintained are as under:

<u>Account Management</u>

Field - Functionality

Recon. Account - Take a drop down (Mandatory)

<u>Payment Transaction</u>

Field - Functionality

Terms of payment - Take a drop down.

The above is for Illustration purpose. Please ensure to maintain the fields required.

2.1.2.4 Sales Area Data of Customer Master Maintenance

Use

The purpose of this activity is to maintain Company Code Data. This is maintained by an FI person.

Procedure

Fields to be maintained are as under:

<u>Sales</u>

Field- Functionality

Sales Office - Take a drop down & maintain the appropriate SBU

Currency - Maintain the local / export currency.

Exch. Rate Type- Maintain ‘M’, incase of export / inter-company(if required) only.

Cust. Pric. Proc -This is maintained to pick the pricing procedure in Sales Order & Billing Document. It should always be maintained.

Customer Stat. Gr - This is recommended to be maintained to enable the data to flow to SAP standard report.

<u>Shipping</u>

Field -Functionality

Delivery Priority - Take a drop down & maintain the appropriate for Delivery purpose.

Order Combination - Maintain the tick

Shipping Condition -Take a drop down & maintain the appropriate for Delivery purpose.

Delivery Plant - Take a drop down & maintain the appropriate Plant.

<u>Billing</u>

Field - Functionality

Incoterm - Take a drop down & select. Maintain the Description manually.

Terms of payments -Take a drop down & select.

Account assignment Group -Take a drop down & maintain the appropriate. This is very important to be maintained, else it will give an error to release the billing document to accounting.

Tax - Take a drop down & select ‘0’ or appropriate.

The above is for Illustration purpose. Please ensure to maintain the fields required.

Regards,

Rajesh Banka

Reward points if helpful

[Former Member]

Hi Sreedhar,

You can create a Customer Master using

T. Code VD01 (for General Data and Sales Area Data)

T. Code FD01 (for giving Compnay Code data, for financial purpose)

T. Code XD01 (for Centralized including Sales Data and Compnay Code Data)

Lets us use T. Code VD01, After entering into Create Customer screen, the inputs should be given are.

Account Group

Based on this Account Group, the respective fields in the master data will be activated

0001 - Sold to party (Used to create the customer as Sold to party, if we use this account group, automatically customer can be used as Ship to, Payer and Bill to party)

0002 - Ship to party (used to create the customer only as ship to party)

0003 - Payer (used to create the customer only as payer)

0004 - Bill to party (used to create the customer as Bill to party)

Customer number

If the Account group has automatic system generated number taking property, then no need to give any customer number, after saving the customer you will get the customer number.

Other wise, if it is manual entry of customer number you have to give som number to your customer.

Sales Area

Give the details of Sales Org, distribution channel and division, in which you want to create the customer.

General Data

In this you have different tabs like Address, Control Data, Payment Transactions, Marketing, Export and contact person.

Give the all necessary information in this, like name of the customer, address, telephone, fax, e-mail etc

Sales Area Data

In this data you have the tabs like Sales, Shipping, Billing and Partner functions.

In Sales Tab, you give the sales district, sales off, sales group, customer group etc

In Shipping tab, you give the info like Delivery priority, shipping conditions etc

In Billing tab, you give info like account assgn. group, tax classification, payment terms, incoterms etc.

In partner function tab, no need to give any thing, based on the account group you are using, the respective partner functions fill be populated.

Now save the customer.

Hope this is clear.

Reward if helpful.

Thanks,

Praveen

[Former Member]

Hi Friends

I am going into confustion

Let me try once again and give you question once again

Thanks for your help.

Sreedhar

[Former Member]

Hi,

First create account groups and control the fields in it

in OBD2

then partner functions determined and procedure assigned to customer master - like to account group.

Now go to XD01 and select the account group

then give CC, SO DC and Div

press enter

u can enter the master data entry form

regards

reward if useful

krishna