SAP SD - Customer & Material Master Data

---

Master data is one of the key factors in Sales and Distribution module. There are two levels of masters in SD.

The first level master includes −

• Customer Master
• Material Master
• Pricing Conditions

While, the second level master is −

• Output condition

Create a Customer Master Record

The customer master data contains the information about business transaction and how transactions are recorded and executed by the system. A Master contains the information about the customers that an organization uses to do business with them.

Key tables in Customer Master

Main Transaction Codes in a Customer Master

Creating a Customer Master Data

To create a customer master data, you need to use an Account group.

T-Code: XD01/VD01/FD01

Note that if you use −

• XD01 − This Includes sales area in the customer master and data is stored in tables KNA1, KNB1 and KNVV.

• VD01 − This includes sales area & data, which will be stored in tables KNA1, KNB1 and KNVV and there is no company code data in this.

• FD01 − This is company code level & data is stored in tables KNA1 and KNB1.

Then a new window will open. Enter the following details −

• Select the Account Group from the list.
• Enter the customer number and select the company code.

Then you can enter the Sales Area details like −

• Sales Organization
• Distribution Channel
• Division

In case you want to take reference from an existing customer to create customer master, you can use the reference option.

Once all the details are selected, click the Tick mark.

A new window will open to enter the customer master data. This customer master data has 3 key sections −

• General Data like Title, Name, Address, etc.
• Company Code Data and
• Sales Area Data.

Note that this region fields define the tax calculation like VAT, CST, etc. The next step is to go to Control Data and enter the following details.

Then you have to enter the particulars in Payment Transaction tab and enter the details of – Bank City, Bank Key, Bank Account and Account Holder Name. You can also add more details by clicking on the Bank data button.

The next step is to go to the Sales Area data and enter the details – Shipping Data, Customer Pricing and Partner Functions, etc.

Next is to click on the Save icon at the top and you will get a confirmation that the customer has been created with #.

If you have to make any further changes to the customer’s master data, you can use T-Code: XD02.