Customer master
Thursday, June 15, 2023 1:44 PM
Create customer master
[Link] :- XD01 and FD01
Both the codes are used to create a customer master but XD01 is used to create a customer master for S&D and FD01 is used to
create a customer master for financial data
Here left image is creation of the customer master for financial data(fd01) whereas right image is the xd01(where sales area is
included )….
In XD01
Account group :- it belongs to which area the customer belongs
Sales organization:- it consists of the code of the country
Dist channel:- it belongs to the wholesale or retail.
Now after that,
Enter on the command line
SPRO
Click on the reference image
This kind of file will appear, then double click on (Create Number ranges for customer accounts)
Quick Notes Page 1
Here the ticks which is showing is texual, so in order to create a mandatory field… we have to go to maintain field status group and
opt out for the mandatory field..
The general data for customer contains:-
Address, control data, payment transactions, marketing, Unloading points, Export data , Contact person
But for sales and distribution Except control data and payment transactions all are used.
Unloading points:- the time when it received the material
Export data:- Enter the data such as city etc where the data will be exported
Contact person:- The details of the person in the given company such as sales department, finance department etc
Now, Enter on the company code data ------->
For SD, we most probably used the sales area data, Enter to sales area data ------>
Quick Notes Page 2
sales:- it includes topics such as sales order,district,office,group, customer group etc
Pricing/statistics:- it includes the type of buyer such as a bulk buyers, occasional buyers and new buyers..
The next step is shipping:-
The shipping includes:-
Delivery priority:- for eg I have 3 customers and 1st customer is 1st priority, 2nd customer is 2nd priority and alternatively 3rd
customer is my 3rd priority
its like if I have 40 products and high and medium customer had ordered for the product in the same day then , I will exclude the
medium priority customer and send the order to the high priority customer…
Delivery plant:- we have to enter the plant at the time of the material creation or customer creation
Billing documents:- It includes the terms of the payments and it is mostly used by the financial people
partner Function:-
Sold to party:- who places the order
Ship to party:- whom we delivers the good
Bill to party :- whom we send our invoice
Payer:- one who settles the payment
Quick Notes Page 3