1.Customer Master Data - VD01

CUSTOMER MASTER DATA:

Definition:

A company deals with different natural and legal persons during business transactions: A customer orders goods from your company. A forwarding agent might deliver goods to the customer. An employee within the company processes the business transactions. All roles a natural or legal person can assume are represented by business partners in the SAP R/3 System.

Business partners:

A company has contact with its business partners, who are customers and vendors. Data on each of these and on the company's personnel is stored in a separate master record.

Customers:

The term "customer" is used to define all customers to whom the company has contact. The term "vendor" is used to define all business partners who carry out a delivery or a service for the company. A business partner can be a customer and a vendor at the same time if, for example, your customer also supplies goods to you. In this case, both a customer master record and a vendor master record must be created for the business partner. You can create a link between the master records by entering the vendor number in the customer master record and the customer number in the vendor master record.

Vendors:

Data on business partners who are vendors, for example, forwarding agents, is managed in the vendor master record. If a vendor is also a customer, a link can be created.

Personnel:

Data on employees of your own company, for example, sales personnel or clerical staff, is managed in the personnel master record. Data on each employee can be managed by his or her personnel number.

Only the personnel department of your company is authorized to create a personnel master record, using Human Resources (HR). The personnel department of your company manages the personnel numbers of the employees. If HR is not used in your company, you can create a personnel master record yourself for employees in sales and distribution.

Phase 1: Customer Master Data 1

INITIAL SCREEN:

SAP Easy Access PATH:

SPRO Menu Logistics Sales and Distribution Master Data Business Partner Customer Create VD01 Sales and Distribution

There are two sections which are mandatory to create a customer.

1. Account Group 2. Sales Area

Account Group: The account group is a classifying feature within customer master records. The account group determines:

in which number range the customer account number should be; whether the number is assigned by the user or by the system; which specification are necessary or possible in the master record.

for example: a. Sold-to-party b. Ship-to-party c. Payer d. Bill to party

Sales Area: a. Sales Organization b. Distribution Channel c. Division


Step 1: Click on (Account group overview) button to enter the Account group

Step 2: Select the Account group by entering it at the bottom

Step 3: Enter the Sales Organization, Distribution Channel and Division in the Sales Area and press Enter


There are three types of datas in Customer Master Data 1. General Data 2. Company Code Data 3. Sales Area Data

GENERAL DATA:

This field status definition determines which general fields of a customer master record are ready for input and which are not. Furthermore, fields ready for input can be defined as required fields. Every line item of the field status definition represents a field or a group of fields. The status of the field or group is determined by entering a symbol in this line item. A detail display or maintenance can be accessed through the menu option "Field status".

In General Data, there would be two tabs which are mandatory to be filled by the SD Consultant.

a. Address Tab b. Control Tab

In Address Tab, there are 6 mandatory fields to be entered.

Step 1: Click on the drop down list

Step 2: Select the appropriate title (like Mrs., Mr., M/s., Company) for the customer

Step 3: Type the Customer Name in the Name field (its a text field)


Step 4: Type the Search terms in the Search field.

Step 5: Select the Country (e.g. IN, DE) using the tilt bar or keep the cursor in the field and press F4.

Step 6: Select the Region (e.g. Northern, Southern) using the tilt bar or keep the cursor in the field and press F4.

Step 7: Select the Transportation Zone (its also known as Destination Zone) using the tilt bar or keep the cursor in the field and press F4.

In Control Tab, there is a mandatory field to be entered.

Step 1: Type the VAT Registration No. Name in the VAT Reg. No. field (its a text field)

SALES AREA DATA:

This field status definition determines which sales organization fields in a customer master record are ready for input and which are not. Furthermore, fields ready for input can be defined as required fields. Every line item of the field status definition represents a field or a group of fields. The status of the field or group is determined by entering a symbol in this line item. Detail display can be chosen via the menu option field status.


In Sales Area Data, there would be four tabs which are mandatory to be filled by the SD Consultant.

a. Sales Tab b. Shipping tab c. Billing Tab d. Partner Functions Tab

In Sales Tab, there are 7 mandatory fields to be entered.

Step 1: Select the approriate Sales District using the tilt bar or keep the cursor in the field and press F4.

Step 2: Select the Customer group (e.g. Industrial, Trading) using the tilt bar or keep the cursor in the field and press F4.

Step 3: Currency would be picked up automatically here. If not, you can select using the tilt bar or keep the cursor in the field and press F4.

Step 4: Select the Price group (e.g. Bulk, Occasional, New) using the tilt bar or keep the cursor in the field and press F4.

Step 5: Select the Customer Pricing Procedure Indicator (e.g. Standard, Standard inclu. Sales Tax) using the tilt bar or keep the cursor in the field and press F4.


Step 6: Select the Price List (e.g. Wholesale, Retail) using the tilt bar or keep the cursor in the field and press F4.

Step 7: Select the Customer Statistics Group (e.g. Relevant for Statistics, Non relevant) using the tilt bar or keep the cursor in the field and press F4.

After that, click the Shipping tab

In Shipping Tab, there are 4 mandatory fields to be entered.

Step 1: Select the Delivery priority (e.g High, Normal, Low) using the tilt bar or keep the cursor in the field and press F4.

Step 2: Select the Shipping Conditions (e.g. ASAP, Standard, Immediate) using the tilt bar or keep the cursor in the field and press F4.

Step 3: Select the delivering plant using the tilt bar or keep the cursor in the field and press F4.

Step 4: Select the Partial delivery per item (e.g. Partial delivery allowed, only complete delivery allowed) using the tilt bar or keep the cursor in the field and press F4.

After entering these, click the Billing tab


In Billing Tab, there are 5 mandatory fields to be entered.

Step 1: Check mark the Rebate if you want to give any rebate to the customer, if not leave it unchecked

Step 2: Select the Incoterms (e.g. CFR, FOB, CIF) using the tilt bar or keep the cursor in the field and press F4.

Step 3: Select the Terms of Payment (e.g. Payment immediately, Payment 14% within 14 days) using the tilt bar or keep the cursor in the field and press F4.

Step 4: Select the Account assignment Group (e.g. Domestic revenues, Foreign revenues) using the tilt bar or keep the cursor in the field and press F4.

Step 5: Select the Tax Classification (e.g. Liable for tax) using the tilt bar or keep the cursor in the field and press F4.

After that, click the Partner Functions tab

In Partner Functions Tab, partner functions would be picked up automatically.


Step 1: Partner Functions would be picked up automatically. Once you are done, press Enter and Save. A pop window will appear with a transport request. Press Enter or click to continue.

COMPANY CODE DATA: (FD01)

This field status definition determines which company code-dependent fields of a customer master record you can enter data in and which not. In addition, fields ready for input can be defined as required fields. Every line item of the field status definition represents a field or a group of fields. The status of the field or group is determined by entering a symbol in this line item. A detail display or maintenance can be accessed through the menu option field status.

Use transaction code FD01, to create a customer (Financial Accounting perspective). In the initial screen, you need to enter Account group, Customer No. and Company Code.


In Company Code Data, there would be two tabs which are mandatory to be filled by the SD Consultant.

a. Account Management Tab b. Payment Transactions Tab

In Account Management Tab, there are 3 mandatory fields to be entered.

Step 1: Select the Reconciliation account using the tilt bar or keep the cursor in the field and press F4.

Step 2: Select the Sort key (e.g. posting date, Assignment number) using the tilt bar or keep the cursor in the field and press F4.

Step 3: Select the Cash Management Group (e.g. Domestic, Foreign) using the tilt bar or keep the cursor in the field and press F4.

After that, click on Payment transactions tab


In Payment Transactions Tab, there is only 1 mandatory field to be entered.

Step 1: Select the Terms of Payment (e.g. Payment immediately, Payment 14% within 14 days) using the tilt bar or keep the cursor in the field and press F4.

Once you are done with this, press Enter and Save. A pop window will appear with a transport request. Press Enter or click to continue. Then your customer would be created and you can see the output at the bottom of the screen

NOTE: Customer wouldnt be complete until you do both VD01 and FD01. If you forgot to do FD01 after VD01, you will end up with errors and it will not allow you to make the billing to that particular customer at the time of invoice i.e., VF01.

Documents

1.Customer Master Data - VD01