Customer Maste Userguide

8/14/2019 Customer Maste Userguide

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Customer Master

Customers need to be created with master data as requiredfor sales order processing so that products can be delivered

to the customer at the required location and billing is doneso that all statutory requirements are met.

Menu path

Transaction code VD01

Pre-requisite

Customer should be created by Finance with company codedata.

Define Account group in customizing.Account group definition has following key controls.


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Key fields here are

Number range 01


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Click on

Click on 1st line


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One-time account

This is marked if you want to create sales document for thecustomer only once for the customer. Account group for thesame is CDP. As it is one-time customer, it does not needdata like credit control area, delivering plant.

Field status

This controls for which fields, data is mandatory or fieldshould not be available for entry at all or which are not

allowed to be changed.

Various customer master data screens

Click on Sales data


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click on shipping

Example

In shipping data, shipping condition is configured as requiredentry as it is required in the determination of shipping point.

Customer master is one of the options used for plantdetermination (other options, customer-material info recordor material master record). Therefore, the field can be keptoptional.

Transportation zone This field gets value from the general

data and therefore is kept as display.

Determination procedures Define default procedures forcentral text, sales area text, output, partner and pricing.


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Above are different fields used to capture marketing data ofthe customer.

Example Industry sector for customer


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Sales data

Customer group It is used to classify customers.

Sales district It can represent a sales region. Sales statisticscan be generated using sales district as selection criterion.


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You can define customer calendar and goods receiving hours

Double click on the 1st entry.


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Calendar


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Select Factory calendar and click


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To define when a customer receives which billing documents,enter the calendar containing the billing schedules in themaster record of the payer.

Calendar is defined to take care of the billing schedules.

Terms of payment

You can agree on terms of payment with the customer persales area.

These agreements may deviate from what is defined in theFI module. The sales area terms of payment are included in abilling document and are transferred to Accounting wherethey may be overwritten. That is the reason; terms ofpayment in SD should also be maintained with the help of FIor by FI. Most of the fields are part of FI configuration.


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within 45 days and there is no discount if it is done after 30days.

Incoterms -

Location mandatory indicator when active you will have toenter location in the 2nd part of the incoterms.

Example EXW Berlin

Contact person data


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Enter the account group 001 for maintaining sold-to partycustomer.Enter sales area for which you want to maintain thecustomer


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Key data in Address screen are as below.

Jurisdiction code Tax authority to which taxes should bepaid. It is the city tax authority to which products aredelivered.

Transportation zone Regional zone of the goods recipient


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VAT reg.no.- This is applicable in EU


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Marketing can capture data related to marketing using fieldslike customer class., annual sales etc.

Data about the contacts in the customer organizationDepartmentPower of attorney kind of decision authority contact

hasVisiting hours for the contact

These are maintained separately in other master datatransaction.


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Sales area data


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Exchange rate type this is used to define buying, sellingrate as per exchange rates maintained in FI.

Price group when you want to have similar kind of pricing

for certain set of customers, and then same price group canbe assigned.

Customer pricing procedure This is key factor indetermination of pricing procedure

Delivery priority When you process deliveries collectively,

then delivery priority can be used to prioritize delivery.

Shipping condition It is used in the determination ofshipping point determination.


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- if active, it will allow sales orders created inthis sales area to be combined with other sales orders in adelivery.

Delivering plant Plant from which materials should bedelivered to the customer. If not maintained, system checksfor delivering plant in the sales view of the material masterrecord.

POD proof of delivery can be made active and also you canset timeframe, in which POD is expected from the goodsrecepient.

Partial deliveries

- If this is active, partial delivery is notallowed.

-


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- This is the schedule to bill the customer onparticular dates as per the calendar defined for thecustomer.

Incoterms and Payment terms are explained above.

This is assigned to set credit limit to thecustomer in a sales area.

- This is used in the automatic determination ofrevenue accounts.


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Tax condition categories will get listed with the countries asper the countries of the plants assigned to the salesorganization and distribution channel in the enterprisestructure assign SDSelect the tax classification as applicable to conditioncategory.

UTXJ has

Partner functions are maintained as above.


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Other data in the customer master at sales area level

Customers can be blocked for the sales area or all salesareas for order, delivery or billing.

Deletion can be done


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Customer Maste Userguide

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