Customer Master Data

Views in CMD

 General data
 Company code data
 Sales area data
 Views in CMD
 General data – SD & FI – SD (Payment transactions & Control data)
 Company code data – FI
 Sales area data – SD
T Code Customer central Company code data Sales area data

Create XD01 FD01 VD01

Change XD02 FD02 VD02

Display XD03 FD03 VD03

 Account group

 Account group – Each customer should be assigned to an account group.

 Account group are broad categories of customer.

 Uses of account group

 Account group decides what all fields should be visible and what all fields can be
made mandatory in customer master data
 Account group categorizes customer master data
 Account group controls whether user or system have to provide numbering for
customer master data
 General data

 Address
 Marketing
 Control data
 Contact person
 Unloading point
 Payment transactions
 Export data
 Country & Region field is very important for determining the appropriate
tax like CST, LST, VAT etc.

 VAT Reg. NO.: In VAT Scenario, this field is very important. If the
concerned customer is VAT Registered dealer, then his 11 digit TIN
Number is entered here. Based on this, during invoicing VAT Invoice will
be generated for the customer. Otherwise Bill Of Sale will be generated.
 Regional market - Dividing the customer in local market into A class or B class or C
Class based on the revenue it generates. The main purpose of this field is reporting.
 Key figures - Key figure will be used to compare the Last year sales with present year
sales. In annual sales field we maintain last year sales.
 Legal status - This field controls whether customer is Pvt Ltd, or Public Ltd.
Unloading point tab
 It is the physical location where we unload the goods at customer place.
 Unloading point will be used to plan the delivery for customers.
 Good receiving hours – Specifies the time of customer’s goods receiving hours.
 Contact person - Employee of customer who is responsible for various activities.
 Reconciliation account
 Reconciliation Accounts are G/L accounts that receive postings from a subsidiary
ledgers.
 When you post items to a subsidiary ledger, the system automatically posts the
same data to the general ledger.
 Net balance of customers (sub-ledger) should always reconcile with net balance
in GL recon account in finance (main ledger).
 Terms of payment
 Terms of payment is used in SAP to determine the due date and discount
calculation.
 Terms of payment is a mutual agreement between buyer and seller
Sales area data
 Sales district - It is a sub-classification of sales office, for the purpose of
generating sales report.
 Customer group - Grouping of customers who will share the same attributes in
volume they buy.
 P1 – Bulk dealer, P2 – Medium dealer & P3 – Low dealer
 The purpose of customer group are reporting & pricing.
 ABC Classification – Classified based on Turnover, Payment history etc
 The purpose can be for reporting and response time for queries.
 Currency - If the customer is located outside the country then we maintain
customer currency.
 This conversion will be happened based on exchange rate.
 Order probability - After placing the order what is the chance that the customer
will not cancel the order.
 Item proposal - If customer is regularly placing order for similar items then instead of
entering the items manually into sales document every time, we prepare a list and call the
list while creating a sales order.

 T Code – VA51 & Std Item proposal type – PV.

 Delivery priority - This field will be used for classifying the customers into high delivery
priority, medium delivery priority, and low delivery priority.

 Shipping condition

 Delivering plant – CMIR -> CMD -> MMD

 Relevant for POD - If we check this, system will not allow to create invoice for the
customer until we receive acknowledgement from the customer.

 T Code to receive POD - VLPOD

 POD Time frame

Invoice dates
 Invoice dates – If the clients requirement is, invoice to be generated only on specific
date of every month
 Incoterms – International commercial terms
 It is an international commercial terms which is an agreement between Consigner
and Consignee.
 Incoterms specifies who is responsible for freight charges, insurance charges, loading
charges etc.
 FOB – Seller takes responsibility until boarding on ship including transportation and
loading cost. From that point buyer takes responsibility including unloading and
transport cost to destination
 Tax classification - This field controls whether customer is liable for TAX or not.
 Partner Tab

 Partner function – The role the partners play in business process

 SP – Sold-To Party
 SH – Ship-To Party
 BP – Bill-To Party
 PY - Payer
 CP – Contact person
 KB – Credit rep
 ER – Employee resp