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SAP Best Practices

Create Customer Master (155.18): MDP

YBAC

Affiliated Companies - BP

400000 - 499999

YBEC

Export Customers - BP

100000 - 199999

YBOC

One-time cust. (ext. No. Assgnmt)

A - ZZZZZZZZZZ

YBPC

Dummy customer

A - ZZZZZZZZZZ

YBVC

Vendor_AT

200000 - 299999

The different Account Groups use different screen layouts. Therefore not all of the
mentioned fields are necessarily visible when creating a customer.
1. Choose Enter.
2. On the Create Customer: General Data screen; on the Address tab, enter:
- Title, Name
- Search term1
- Street, House number, Postal Code, City, Country, Region
- Choose More fields to open up the street Address section and enter Time Zone,
Transportation Zone
- Language, Telephone, Fax.
3. On the Control Data tab, enter Vendor (optional).
4. On the Payment transactions tab, enter Country, Bank Key, and Bank Account.
For the relevant customers set the flag to Collection Auth.
5. On the Contact Person tab, enter Name, First Name, and Function.
6. Choose Company Code Data.
7. On the Account Management tab, enter the adequate Recon. Account, Sort key, and the
adequate Cash mgmt group (domestic / foreign).
8. On the Payment transactions tab, enter Terms of Payment and select Payment History record. If
relevant, maintain the Payment Methods (For Example, AE (account group YB01)..
9. On the Correspondence tab, enter Dunn. Procedure and Bank Statement (account group YB01).
10. Choose Sales Area Data.
11. On the Sales tab, enter Sales District, (account group YBAC) Customer Group, (account group
YB01), Currency, Price group, (account group YBAC) Cust. Price. proc., and Cust.Stats.Grp
(account group YB01)..
12. On the Shipping tab, enter Delivery priority, Shipping conditions, Delivering Plant, (account
groups YB01, YB03, YBEC, YBVC) and select Order combination.
13. On the Billing document tab, enter Incoterms, Incoterm part 2, Terms of payment, Account
assignment group and Tax classification.

For Account group YB02 you have to select the right Partner Functions.

SAP Best Practices

Create Customer Master (155.18): MDP

14. Choose Save.

Result
The customer master is created in the system. To view a display of the customer created in the
system do the following:
Option 1 via SAP Graphical User Interface (SAP GUI):

Run the transaction XD03 or use the menu path Logistics Sales and Distribution Master Data
Business Partner Customer Display Complete.
Option 2 via SAP NetWeaver Business Client (SAP NWBC):

Use the role SAP_BPR_AR_CLERK-K (Accounts Receivable Manager) to go to Accounts


Receivable Customers. Select the customer and choose Display.

If the ship-to address is different than the sold-to address, go to step 1.1.1.

1.1.1

Create Ship-to Master Record

Use
In this activity, you create the ship-to master record.

This activity is only necessary if the ship-to address and the sold-to address differ.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu

Logistics Sales and Distribution Master Data Business


Partner Customer Create Complete

Transaction code

XD01

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role

Pricing Specialist (SAP_BPR_SALESPERSON-K)

Accounts Receiv

Business role menu

Sales Customers Customer Create


Top Menu Bar: Create Customer Create

Accounts Receiv
Top Menu Bar: C

2. On the Customer Create: Initial screen, enter Account group (see table below), and customer
number (see table below). Choose the adequate Sales Organization (domestic / foreign), and

SAP Best Practices

Create Customer Master (155.18): MDP

Distribution Channel and Division.


Account Group

Account Name

possible No. range

YB01

Sold-to party

100000 - 199999

YB02

Customer (ext. Number assgnmnt)

A - ZZZZZZZZZZ

YB03

Sold-to party Demo (in. Numb.)

3000000 - 3999999

YBAC

Affiliated Companies - BP

400000 - 499999

YBEC

Export Customers - BP

100000 - 199999

YBOC

One-time cust. (ext. No. Assgnmt)

A - ZZZZZZZZZZ

YBPC

Dummy customer

A - ZZZZZZZZZZ

YBVC

Vendor_AT

200000 - 299999

3. Choose Enter.
4. On the Create Customer: General Data screen, on the Address tab, enter:
- Title, Name
- Search term1
- Street, House number, Postal Code, City, Country, and Region,
- Choose More fields to open up the street Address section and enter Time Zone,
Transportation Zone
- Telephone, Fax.
5. Choose Sales Area Data.
6. On the Sales tab, enter the Pricing Procedure (Cust.pric.proc.).
7. On the Shipping tab, enter Delivery priority, Shipping conditions, Delivering Plant, Max. Partial
deliveries and select Order combination
8. On the Billing document tab, enter Tax classification.
9. Choose Save.

Result
The Ship-to master record is created in the system. To view a display of the customer created in the
system do the following:
Option 1 via SAP Graphical User Interface (SAP GUI):

Run the transaction XD03 or use the menu path Logistics Sales and Distribution Master Data
Business Partner Customer Display Complete.
Option 2 via SAP NetWeaver Business Client (SAP NWBC):

Use the role SAP_BPR_AR_CLERK-K (Accounts Receivable Manager) to go to Accounts


Receivable Customers. Select the customer and choose Display.

SAP Best Practices

1.1.2

Create Customer Master (155.18): MDP

Assign Ship-to Master Record to Sold-to Master Record

Use
In this activity, you assign the ship-to master record to the sold-to master record.

Procedure
Option 1: SAP Graphical User Interface (SAP GUI)
1. Access the transaction choosing one of the following navigation options:
SAP ECC menu

Logistics Sales and Distribution Master Data


Business Partner Customer Change Complete

Transaction code

XD02

2. On the Customer Change: initial screen, enter Customer (number), Sales Organization, and
Distribution channel and Division.
3. Choose Sales Area Data.
4. On the Partner Functions tab, enter Partner Function (SH) together with the corresponding
Customer number (created in previous step).
5. Choose Save.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
1. Access the transaction as follows:
Business role

Pricing Specialist (SAP_BPR_SALESPERSON-K)

Business role menu

Sales Customers

2. Select the line with the Sold-to-Customer.


3. Choose Change.
4. On the Customer Change: initial screen, enter Customer (number), Sales Organization, and
Distribution channel and Division.
5. Choose Sales Area Data.
6. On the Partner Functions tab, enter Partner Function (SH) together with the corresponding
Customer number (created in previous step).
7. Choose Save.

Result
The sold-to-master record is created in the system. To view a display of the customer created in the
system do the following:
Option 1 via SAP Graphical User Interface (SAP GUI):

Run the transaction XD03 or use the menu path Logistics Sales and Distribution Master Data
Business Partner Customer Display Complete.
Option 2 via SAP NetWeaver Business Client (SAP NWBC):

SAP Best Practices

Create Customer Master (155.18): MDP

Use the role SAP_BPR_AR_CLERK-K (Accounts Receivable Manager) to go to Accounts


Receivable Customers. Select the customer and choose Display.

1.1.3

Update Credit Master Record for Customer

Use
In this activity, you update the credit master record for the customer.

Procedure
Option 1: SAP Graphical User Interface (SAP GUI)
1. Access the transaction choosing one of the following navigation options:
SAP ECC menu

Accounting Financial Accounting Accounts Receivable


Credit Management Master data Change

Transaction code

FD32

2. On the Customer Credit Management: Initial screen, enter customer number, Credit control area
and select Status.
3. Choose Enter.
4. On the Customer Credit Management Change: Status screen, enter the Credit limit.
5. Choose Save.

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
1. Access the transaction choosing one of the following navigation options:
Business role

Accounts Receivable Manager (SAP_BPR_AR_CLERK-K)

Business role menu

Accounts Receivable Customers

2. Select the line with the customer you want to change.


3. Choose Edit Credit Limit.
4. On the Customer Credit Management Change: Initial screen, enter customer number, Credit
control area and select Status.
5. Choose Enter.
6. On the Customer Credit Management Change: Status screen, enter the Credit limit.
7. Choose Save.

Result
The customer credit master record is updated. To view a display of the updated customer credit in
the system, do the following:
Option 1 via SAP Graphical User Interface (SAP GUI):

SAP Best Practices

Create Customer Master (155.18): MDP

Run the transaction FD33 or use the menu path Accounting Financial Accounting Customers
Credit Management Master data Display.
Option 2 via SAP NetWeaver Business Client (SAP NWBC):
Use the role SAP_BPR_AR_CLERK-K (Accounts Receivable Manager) to go to Credit Management.

1.1.4

Create CPD Customer Master (Complete)

Use
In this activity, you create the CPD Customer.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu

Logistics Sales and Distribution Master Data Business


Partner Customer Create Complete

Transaction code

XD01

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role

Pricing Specialist (SAP_BPR_SALESPERSON-K)

Accounts Receiv

Business role menu

Sales Customers Customer Create


Top Menu Bar: Create Customer Create

Accounts Receiv
Top Menu Bar: C

2. On the Customer Create: Initial Screen, enter the Account group: One time Customer (YBOC),
Customer (number, number range A - ZZZZZZZZZZ), and Company code.
3. Choose Enter.
4. On the Create Customer: General Data screen, on the Address tab, enter Title, Name and
Search term1 and Country. Select a Language.
5. Choose Company Code Data.
6. On the Account Management tab, enter the adequate Recon. Account, Sort key and adequate
Cash mgmt group (domestic / foreign).
7. On the Payment transactions tab, enter Terms of Payment, a Tolerance Group and the payment
method C.
8. On the Correspondence tab, enter Dunn.Procedure and an account memo (for example, onetime customer).
9. Choose Sales Area Data.
10. On the Sales tab enter the adequate Customer group, Cust.pric.proc. and Cust.Stats.Grp.
11. On the Shipping tab enter Delivery Priority, Shipping Conditions and the adequate Delivering
Plant as well as the Max. partial deliveries.
12. On the Billing Documents tab enter in Delivery and payment terms the Incoterms and Terms of
payment, in Accounting the Acct. assgmt. group and in Taxes the tax classification 1.

SAP Best Practices

Create Customer Master (155.18): MDP

13. Choose Save.

Result
The CPD customer master is created in the system. To view a display of the customer created in the
system, do as follows:

Option 1 via SAP Graphical User Interface (SAP GUI):

Run the transaction XD03 or use the menu path Logistics Sales and Distribution Master Data
Business Partner Customer Display Complete.
Option 2 via SAP NetWeaver Business Client (SAP NWBC):

Use the role SAP_BPR_SALESPERSON-K (Pricing Specialist) to go to Sales Customers. Select


the customer and choose Display.
Use the role SAP_BPR_AR_CLERK-K (Accounts Receivable Manager) to go to Accounts
Receivable Customers. Select the customer and choose Display.

1.1.5

Create Dummy Customer Master

Use
In this activity, you create the Dummy customer master.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu

Logistics Sales and Distribution Master Data Business


Partner Customer Create Complete

Transaction code

XD01

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role

Pricing Specialist (SAP_BPR_SALESPERSON-K)

Accounts Receiv

Business role menu

Sales Customers Customer Create

Accounts Receiv
Top Menu Bar: C

2. On the Customer Create: Initial Screen, enter Account group: Dummy Customer (YBPC), and
Customer (number) (number range A ZZZZZZZZZZ). Choose the adequate Sales
Organization (domestic / foreign), Distribution Channel and Division.
3. Choose Enter.
4. On the Create Customer: General Data screen, on the Address tab, enter:
- Title, Name

SAP Best Practices

Create Customer Master (155.18): MDP

- Search term1
- Street, House number, Postal Code, City, Country, Region
- Choose More fields to open up the street Address section and enter Time Zone
- Language
5. Choose Sales Area Data.
6. On the Sales tab, enter Currency, Order probab. and Customer Pricing Procedure
(Cust.pric.proc.).
7. On the Shipping tab, enter the Shipping conditions.
8. On the Billing document tab, enter Incoterms, Incoterm part 2, Terms of payment, and Tax
classification.
9. Option 1 via SAP Graphical User Interface (SAP GUI) Choose: Extras Account Group Info
Customer Types. Check if Default SP is active.
Option 2 via SAP NetWeaver Business Client (SAP NWBC) Choose: More -> Extras
Account Group Info Customer Types. Check if Default SP is active.
10. Choose Save.

Result
The dummy customer master is created in the system. To view a display of the customer created in
the system, do as follows:

Option 1 via SAP Graphical User Interface (SAP GUI):

Run the transaction XD03 or use the menu path Logistics Sales and Distribution Master Data
Business Partner Customer Display Complete.

Option 2 via SAP NetWeaver Business Client (SAP NWBC):

Use the role SAP_BPR_AR_CLERK-K (Accounts Receivable Manager) to go to Accounts


Receivable Customers. Select the customer and choose Display.

1.2 Create Customer Master Data (Accounting)


1.2.1

Create Customer Master Data (Accounts Receivable)

Use
In this activity, you create the customer master record in accounts receivable accounting.

The creation of customer master data in accounts receivable accounting does not
include any customer master data needed for the Sales and Distribution application

SAP Best Practices

Create Customer Master (155.18): MDP

(SAP ERP SD). Therefore this process step should only be executed if processes in
SAP ERP SD are not used.

Do not proceed with this section if processes of Sales and Distribution application (SAP
ERP SD) are applied. In this case refer to section Create Customer Master (Centrally) in
this document.

Prerequisites
No SAP ERP SD functionality in scope.

Procedure
1. Access the transaction choosing one of the following navigation options:

SAP Best Practices

Create Customer Master (155.18): MDP

Option 1: SAP Graphical User Interface (SAP GUI)


SAP Menu

Accounting Accounts Receivable Master Records Create

Transaction Code

FD01

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business Role

Maintenance of Accounts Receivable Master Data


(SAP_BPR_AR_MASTER_DATA)

Business Role Menu

Accounts Receivable Accounts Receivable Master Data


Create Customer (Accounting)

2. On the Customer Create: Initial Screen, enter Account group (see table below), Customer
(number)(see table below), Company code.
Account Group

Account Name

Possible No. Range

Comment

YB01

Sold-to party

100000 - 199999

Use for services

Customer (ext. Number


assgnmnt)

A - ZZZZZZZZZZ

YB02
YB03

Sold-to party Demo (in. Numb.)

3000000 - 3999999

YBAC

Affiliated Companies - BP

400000 - 499999

YBEC

Export Customers - BP

100000 - 199999

YBPC

Dummy customer

A - ZZZZZZZZZZ

YBVC

Vendor_AT

200000 - 299999

The different Account Groups use different screen layouts. Therefore some of the
mentioned fields may not be visible when creating a customer.
3. Choose Enter.
4. On the Create Customer: General Data screen, on the Address tab page enter:
-

Title, Name

Search term1

Street, House number, Postal Code, City, Country, Region

Choose More fields to open up the street Address section and enter Time Zone,
Transportation Zone

Language, Telephone, Fax.

On the Control Data tab page, enter Vendor (relevant for account group YBVC).

SAP Best Practices

Create Customer Master (155.18): MDP

5. On the Payment transactions tab page, enter Country, Bank Key, and Bank Account (relevant
for account group YB01).
For the relevant customers, set the flag Collection Auth.
6. Choose Company Code Data.
7. On the Account Management tab page, enter the adequate Recon. Account, Sort key, adequate
Cash mgmt group (domestic / foreign).
8. On the Payment transactions tab page, enter Terms of Payment. If relevant, maintain the
Payment Methods (for example AE) (account group YB01).
9. On the Correspondence tab page, enter Dunn. Procedure and Bank statement (account group
YB01).
10. Choose Save.

Result
You created the customer master in the system. To view a display of the customer created in the
system:
Option 1 via SAP Graphical User Interface (SAP GUI):
Run the transaction FD03 or use the menu path Accounting Accounts Receivable Master
Records Display.
Option 2 via SAP NetWeaver Business Client (SAP NWBC):
Use the role Maintenance of Accounts Receivable Master Data (SAP_BPR_AR_MASTER_DATA) to
go to Accounts Receivable Accounts Receivable Master Data Display Customer (Accounting).

1.2.2

Create CPD Customer Data Master (Accounts Receivable)

Use
In this activity, you create the CPD Customer.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP Menu

Accounting Accounts Receivable Master Records Create

Transaction Code

FD01

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business Role

Maintenance of Accounts Receivable Master Data


(SAP_BPR_AR_MASTER_DATA)

Business Role Menu

Accounts Receivable Accounts Receivable Master Data

SAP Best Practices

Create Customer Master (155.18): MDP

Create Customer (Accounting)


2. On the Customer Create: Initial Screen, enter the Account group: One time Customer (YBOC),
Customer (number, number range A - ZZZZZZZZZZ), Company code.
3. Choose Enter.
4. On the Create Customer: General Data screen, on the Address tab page, enter Title, Name,
Search term1 and Country. Select a Language.
5. Choose Company Code Data.
6. On the Account Management tab page, enter the adequate Recon. Account, Sort key and
adequate Cash mgmt group (domestic / foreign).
7. On the Payment transactions tab page, enter Terms of Payment, a Tolerance Group and the
payment method C.
8. On the Correspondence tab page, enter Dunn.Procedure and an account memo (for example
one-time customer).
9. Choose Save.

Result
You created the CPD customer master in the system. To view a display of the customer created in
the system:
Option 1 via SAP Graphical User Interface (SAP GUI):
Run the transaction FD03 or use the menu path Accounting Accounts Receivable Master
Records Display.
Option 2 via SAP NetWeaver Business Client (SAP NWBC):
Use the role Maintenance of Accounts Receivable Master Data (SAP_BPR_AR_MASTER_DATA) to
go to Accounts Receivable Accounts Receivable Master Data Display Customer (Accounting).

SAP Best Practices

Create Customer Master (155.18): MDP

Appendix

2.1 Reversal of Process Steps


In the following section, you can find the most common reversal steps, which you can take to
reverse some of the activities described in this document.

Create Customer Master


Transaction code ( SAP GUI)

XD01

Reversal:

Flag Customer Master for Deletion

Transaction code ( SAP GUI)

XD06

Business role

Pricing Specialist

Business role menu

Sales Customers Customer Flag for Deletion

Comment

Customer will be deleted during the next archiving run

Create Ship-to Master Record


Transaction code ( SAP GUI)

XD01

Reversal:

Flag Ship-to Master for Deletion

Transaction code ( SAP GUI)

XD06

Business role

Pricing Specialist

Business role menu

Sales Customers Customer Flag for Deletion

Comment

Ship-to Master Record will be deleted during the next archiving


run

Assign Ship-to Master Record to Sold-to Master Record


Transaction code ( SAP GUI)

XD02

Reversal:

Remove Ship-to Master Record Assignment

Transaction code ( SAP GUI)

XD02

Business role

Pricing Specialist

Business role menu

Sales Customers

Comment

Delete Ship-to party from Sales Area Data Partner Functions

Update Credit Master Record for Customer


Transaction code ( SAP GUI)

FD32

SAP Best Practices

Create Customer Master (155.18): MDP

Reversal:

Change Credit Limit

Transaction code ( SAP GUI)

FD32

Business role

Accounts Receivable Manager

Business role menu

Accounts Receivable Customers Customer Credit


Management Change

Comment

Change as described in Update Credit Master Record for

Customer

Create CPD Customer


Transaction code ( SAP GUI)

XD01

Reversal:

Flag Ship-to Master for Deletion

Transaction code ( SAP GUI)

XD06

Business role

Pricing Specialist

Business role menu

Sales Customers Customer Flag for Deletion

Comment

CPD Customer Master Record will be deleted during the next


archiving run

Create Dummy Customer Master


Transaction code ( SAP GUI)

XD01

Reversal:

Flag Ship-to Master for Deletion

Transaction code ( SAP GUI)

XD06

Business role

Pricing Specialist

Business role menu

Sales Customers Customer Flag for Deletion

Comment

Dummy Customer Master Record will be deleted during the next


archiving run