Create Customer master data by XD01

Customer master data can be created by using the following navigation options in SAP. You can create customer master data by using the reference customer data or creating new customer account.

Customers are business partners whom the organization does sales related transactions.

SAP R/3 Path: – SAP Menu > Logistics > Sales and Distribution (SD) > Master Data > Business Partner > Customer > Complete
Transaction Code: -XD01

SAP FICO XD01, SAP Customer

Step 1: – In next screen, “Create Sales Order ” update the following fields.
  • Select customer account group from the list
  • Enter your company code key
  • Enter your sales organization, distribution channel, division key
  • Update reference fields if you want to create customer master date by reference


SAP FICO Certifications

Step 2: – Select address tab and update the following information
  • Select appropriate title (Company, Dr, Ms, Mr)
  • Enter customer name
  • Enter full address of customer 
  • Update transport zone field

SAP FICO Certifications, SAP FICO

Step 3: – Select payment transaction tab and update customer bank details

SAP FICO Customer XD01

 Step 4: – Select company code data button and update Reconciliation account and sort key.

SAP FICO XD01

Step 5:-  Select Sales area data (Ctrl+F3) and update the following fields
  • Go to Shipping Tab and update Delivery priority, Delivering plant  
  • Go to Billing documents tab and update Incoterms, Terms of payments, Acct assgmt group, Tax classification    

SAP FICO Certifications

After updating mandatory fields as per your business requirements, click on save button to save the configured customer master data.

SAP Certifications

No comments:

Post a Comment