customer master?

[Former Member]

Hi,

For creating customer record ,is it necessary to define and assign co.code,s.org,dist.channel ,divetc...and accountgroup , partner determinationetc....

[Former Member · Accepted solution]

Hello Friend ,

Only account group is a mendatory field in Customer Master . But then you can only maintain General Data For the customer because sales org data and compony code data is specfic to sales area and company code.

Reward Points if helpful.

Regards

Bhavesh

[Former Member]

The assignments are required:

Enterprise Structure:

1. Maintaining Sales Organization

Sales Organization is an organizational unit responsible for the sale of certain products or services.

IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Define, copy, delete, check Sales organization

2. Assigning Sales Organization to Company Code

This assignment ensures all the sales made through this Sales Organization are accounted for in the assigned Company Code (Company Code is created by FI Consultant).

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign Sales Organziation to Company Code

3. Maintaining Distribution Channel

Distribution Channel is the way, in which Products or Services reach Customers.

IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Define, copy, delete, check distribution channel

4. Assigning Distribution Channel to Sales Organization

This assignment ensures, a Sales Organization can supply Materials to Customers through this Distribution Channel.

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution > Assign distribution channel to sales organization

5. Maintaining Division

Division is a way of grouping materials, products, or services.

IMG -> Enterprise Structure -> Definition -> Logistics - General -> Define, copy, delete, check division

6. Assigning Division to Sales Organization

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign division to sales organization

7. Setting up Sales Area

All the sales are made from a particular sales Area. For creating a Sales Order Sales Area is compulsory.

IMG ->Enterprise Structure -> Assignment -> Sales and Distribution -> Set up sales area

8. Assigning Sales Organization- Distribution Channel- Plant

Plant is created ny MM Consultant.

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign sales organization - distribution channel - plant

9. Define Shipping Points

Shipping Point is the Organizational element, which is responsible for shipping the Materials to the Customers.

IMG -> Enterprise Structure -> Definition -> Logistics Execution -> Define, copy, delete, check shipping point

10 Assigning Shipping Point to Plant

This assignment ensures that goods from different Plant can be dispatched from different Shipping Points.

IMG -> Enterprise Structure -> Assignment -> Logistics Execution -> Assign shipping point to plant

Note: Ensure to do the undermentioned configuration also though it is not in Customizing node of Enterprise Structure.

11. Defining Common Distribution Channels for Master Data

Use

The purpose of this activity is to define distribution channels which have common master data..

Procedure

Access the activity using one of the following navigation options:

IMG Menu -> Sales and Distribution -> Master Data -> Define Common Distribution Channels

Transaction Code: VOR1

12. Defining Common Divisions for Master Data

Use

The purpose of this activity is to define distribution channels which have common master data..

Procedure

Access the activity using one of the following navigation options:

IMG Menu -> Sales and Distribution -> Master Data -> Define Common Division

Transaction Code: VOR2

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

Regards,

Rajesh Banka

Reward points if helpful

[Former Member]

Hi Raj,

Whenever we create Customer Master In VD01 or XD01 we should give all these details though they are not mandatory but then you will be able to fill only Genearl Information Tab for that customer not other ones as Company Code and Salea Organisation are required to fill Company Code and Sales Area tab.

Kindly Note that Account group is mandatory that we have to maintain.

Hope this information helps you.

Reward me if useful.

Regards,

Abhi

[Former Member]

Hi,

Yes..to create a customer ,it is necessary to have

1.company code -It is at the highest level

2.Sales area-Since it is a medium to deal with the customer and track the record.

3.Account group-It will decide the the functions assigned to the customer. ie.Billing only,shipping only...

4.Partnet determination- It will determine the functions performed by the customer ie. sold to party,BP,SH,PY etc.

Without the above input,a customer cannot be created.

A customer master determines behaviour of a customer for specific tasks.

Reward points if helpful.

Regards

[Former Member]

hi,

look at it from the business point of view. Like if you only create a customer master with general data with no company code data and sales area data you cannot do any transactions. Since transactions are done at sales area level sales org, dis cha and div are required and postings are made to company code so it is also required to make any meaningful use of creating a customer.

regards

sadhu kishore

[former_member204513]

Dear Raj,

The Company code will be assigned to the Sales organisation only.

You can create customer with out assigning the sales organisation to the company code,but you can,t maintain company code data to that customer you can able to maintain only Sales area data.

Account group is necessary to create customer master and that account group should have been assigned to some Partner determinationm procedure.

I hope it will make you clear

Regards,

Murali.

[Former Member]

Well when u create a Cust. Master u need to apart from general information in General Data Tab.

U have to give Payment & Correspondence procedures as well as the reconcilattion A/c for the Customer thats y u need to maintain or define the company code while creating the same.

U need to define the Sales area too as it will have all the

SAles, Shipping, Billing, And Partner Function details.

All these details r copied in the relavat doc. when u create the order.

Hope this helps

Rgds

[Former Member]

Welcome to SDN

Yes, of course, It is mandatory to define company code and sales areas before creating customer master at XD01.

In standard SAP, always a customer exists in a sales area which is linked to the company code.

Hope it is useful

Reward if useful...

[Former Member]

Hello,

When you are creating a customer master, you need to sepcify an account group, company code (if created centrally) and organisational data.

Prase