12/19/2018 Create Customer Master (complete).

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Create Customer Master (complete).

Created by Anonymous, last modified on Jun 22, 2007

Overview
Trigger:
Creating a new customer

Business Process Procedure Overview

Customer master data is the data you require to conduct business relationships with your customers. It includes address data and terms of payment, for
example. It also controls how business transactions are posted to a customer account and how the posted data is processed. Master data, such as
whether complete delivery is required and the default delivery plant, is stored in master records.

Input - Required Fields Field Value/Comments

Customer For internally generated customer #'s a

number assignment must be entered.

Sales Organization User must enter sales area information.

For each unique sales area the
Customer Master must be extended.

Distribution Channel

Division

Account Group Account group determines which

number range the customer falls into. In
addition
It determines whether the customer is
externally or internally assigned.

Output - Results Comments

Creation of a Customer Master Refer to Business Procedure Process 'Display Customer Master', to verify this result.

Tips and Tricks

Transaction code VD01 does not create the customer centrally therefore; there are no accounting views. To create the customer centrally, use transaction code XD01.
You can create a customer referencing a prior customer by enter information in the Reference box.
In standard configuration, the customer number will be internally assigned by the system after completion of the customer master creation. In non-standard configuration, you will need to enter the
customer number.
When entering the information in the address screen, it is recommended that everything entered in capitals.

Procedural Steps

1.1. Access transaction by:

Via Menus Logistics -> Sales and distribution > Master data > Business partners > Customer > Create -> Sales and Distribution

Via Transaction Code XD01

1.2. On screen " Customer Create: Initial Screen Sales area ", enter information in the fields as specified
in the table below:
Field Name Description R/O/C User Action and Values Comments

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Account group Classification feature within the customer master records. R Enter the desired Account group User may hit F4 or use the drop
down arrow.

Sales Independent unit that is responsible for sales processing of a product R Enter the sales organization the customer will be "
Organization or product line assigned to.

Distribution Means of getting a product to the customer R Enter the distribution channel "
Channel

Division Group of products or services R Enter the division "

Press ENTER key User may also click on the green

check mark.

(Note: On above table, in column "R/O/C"; "R" = Required, "O" = Optional, "C" = Conditional)

1.3. Depending on the customer account group selected, creation of the customer screens will vary.

1.4. On screen "Create Customer:" "Address" tab, enter the below information:

Field Name Description R/O/C User Action and Comments

Values

Name Company you are selling to R

Search Term This will later make it possible to retrieve the customer master record R You may want to use a common, high level term for groups of
using a matchcode related customers.

Postal Location and mailing code of the customer. R Required - depending on configuration.
Code/City

Country Country code (US for United States) R Required - depending on configuration.

Press ENTER key Alternately, click on the green check mark or the next screen
icon

1.4.1 From this screen there are additional tabs to access the following information screens: Control data, Payment
transactions, Marketing, Unloading points, Export data, Contact persons.

1.5. On the "Control Data" tab:

1.5.1 Data requirements are based on configuration. Enter the information required or desired to be included in the master record. Click on the
next tab to enter additional information.

1.6. On the "Payment transactions" tab:

1.6.1. Data requirements are based on configuration. Enter the information required or desired to be included in the master record. Click on the
next tab to enter additional information.

1.7. On the "Marketing" tab:

1.7.1. Data requirements are based on configuration. Enter the information required or desired to be included in the master record. Click on the
next tab to enter additional information.

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1.8. On the "Unloading Points" tab:

1.8.1 Data requirements are based on configuration. Enter the information required or desired to be included in the master record. Click on the
next tab to enter additional information.

1.9. On the "Export data" tab:

1.9.1 Data requirements are based on configuration. Enter the information required or desired to be included in the master record. Click on the
next tab to enter additional information.

2.0. On the "Contact persons" tab:

2.0.1. Data requirements are based on configuration. Enter the information required or desired to be included in the master record.

2.0.2. Click on the next page icon and an additional set of tabs will appear: Sales, Shipping, Billing document, Partner functions.

2.1. On the "Sales" tab:

Field Name
Description
R/O/C
User Action and Values
Comments
Sales Office.
Sales OfficeOCustomer Pricing ProcedureCustoner Pricing Procedure.
O
This must be maintained, so as to determine Pricing ProcedureCustomer Statistics GroupCustomer Statistics GroupO
It must be maintained to flow the data to Standard reports

2.1.1. Data requirements are based on configuration. Enter the information required or desired to be included
in the master record. Click on the next tab to enter additional information.
2.2. On the "Shipping" tab:

Field Name Description R/O/C User Action and Comments

Values

Shp.Cond. General shipping strategy for the delivery of goods to the R

customer.

Delivery Plant Default delivery plant for customer. O If entered, this plant will be proposed in priority ahead of the plant in the
material master

Partial Delivery Per Allows deliveries of items to be split or requires complete O Hit F4 or use the drop down arrow.
Item delivery.

Press ENTER key Alternately, click on the green check mark or the next screen icon

2.3. On the "Billing document" tab:

Field Name Description R/O/C User Action and Comments

Values

Tax Specifies the tax liability of the customer, based on the tax structure of the R
Classification customer's country.

Press ENTER key Alternately, click on the green check mark or the next
screen icon

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2.4. On the "Partner functions" tab:

2.4.1 Data requirements are based on configuration. Enter the information required or desired to be included in the master record.

3.1. The "Company Code Data" button can be clicked to view the company code information groups:
Account management, Payment transactions, Correspondence, Insurance. Alternatively, the menu path Goto ®
Company code data (Ctrl + F2) can be used. With the exception of the Reconciliation account, all the fields on
the other tabs are optional.

Field Name Description R/O/C User Comments

Action and
Values

Reconciliation When you post items to a subsidiary ledger, the system automatically posts the same data to the general ledger. Each subsidiary R Enter the Use the
account ledger has one or more reconciliation accounts in the general ledger. These reconciliation accounts ensure that the balance of G/L appropriate drop down
accounts is always zero. This means that you can draw up balance sheets at any time without having to transfer totals from the account menu.
subledgers to the general ledger.

1.5. Use the tab control to toggle between the Company Code Data information groups: Account
management, Payment transactions, Correspondence, and Insurance. Alternatively, the menu paths Goto ->
Next tab (F8) and Goto -> Previous tab (F7) can be used.
Save. This will create Customer Master Data.
customer master data sd

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