MASTERDATA

1.CustomerMasterData
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2.MaterialMasterData
3.CustomerMaterialInformationRecord
4.ConditionsMasterRecord
1)CustomerMasterData:- Weneedtocreateallthecustomersofthe
company{LikeWholesellers,Retailersetc…}inthesapsystem foreach
customerwearegoingtoallocateanumberwhichisuniqueandmaintainallthe
detailsofthecustomerforthatcustomernumberwhichiscalledasCustomer
MasterData.
DuringthesalestransactionsifwespecifytheCustomerNumberthe
system automaticallydeterminesallthedetailsofthecustomerfrom the
correspondingCustomerMasterData.
CreatingTheCustomer:-GotoEasyAccessMenu
Logistics=>SalesandDistribution=>MasterData=>BusinessPartner=>
Customer=>Create=>XD01–Complete.
TheCustomerMasterRecordcontains3viewswhichare“GeneralData”,
“CompanyCodeData”and“SalesAreaData”.Eachviewcontainsdifferenttabpages
andeachTabPagecontainsdifferentfieldsforwhichweshallmaintainthedata.
Note:Wecancopyallthecustomersfrom the“LegacySystem”{AnyNon-SAP
system}totheSAPsystem byusing“LSMW”or“BDC”thisiscalleddatamigration
andistakencareby“ABAP”
LSMW :-LegacySystem MigrationWorkbench
BDC:-BatchDataConversion.
1)GeneralDataView:
A) Address:-Onthistabpageweneedtospecifythebasicdetailsofthecustomer
likeName,City,Country,Region,Languageforcommunication,ContactNumbers
etc..
B) Marketing:
i) NielsenID:-HerewecanspecifythereferenceIDgiventothecustomerbythe
companyACNIELSENthatcanbeusedformarketingresearchforanalysis.
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DefiningNIELSENID:-Goto:SPRO=>SalesandDistribution=>Master
Data=>BusinessPartner=>Customer=>Marketing=>DefineNIELSEN
ID.
GotoNewEntriesandCreatetherequired“NIELSEN IDsforcustomers.
ii)CustomerClassification:-Specifytheclassificationofcustomerbasedontheir
salesturnovers,hereweneedtospecifyinwhichclassificationthecustomer
exists.
 DefiningCustomerClassification:-Goto….
SPRO=>SalesandDistribution=>MasterData=>BusinessPartners=>
Customers=>Marketing=>DefineCustomerClassifications.
GotoNewEntriesandcreatetherequiredCustomerClassifications.
iii)Industry:-Specifiesthedistinctgroupofcustomerswiththesamebasic
businessactivitythatcanbeusedfrotheyevaluationofcustomers.
ForEx:-PharmaIndustry,RetailIndustry,ElectronicIndustry……
DefiningIndustry:-Gotothis…
SPRO=>SalesandDistribution=>MasterData=>BusinessPartners=>
Customers=>Marketing=>DefineIndustrySectorforCustomer.
GotoNewEntriesandcreatetherequiredIndustrySector..
iv)LegalStatus:-Hereweneedtospecifythelegalregistrationofthecustomerthat
iswhetherthecustomerisaProprietaryForm orPartnershipForm orLimited
Companyetc.
DefiningLegalStatus:-Gotothis….
SPRO=>SalesAndDistribution=>MasterData=>BusinessPartners
=>Customers=>Marketing=>DefineLegalStatuses.
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GotoNewEntriesandcreatetherequiredlegalstatusforcustomer.
C) UnloadingPoint:
Unloadingpointisthelocationatwhichthegoodsmustbeunloadedforthe
customer.
Ifthecustomerifhavingmultipleunloadingpoint,whileprocessingthesales
orderforthatcustomerthesystem bydefaultdisplaysthelistofalltheunloading
pointfrom whichweshallmanuallyselecttherequiredunloadingpointtodeliver
thegoods.
Ifwemakeanunloadingpointas“Default”thatunloadingpointwillbedisplayed
bydefaultatthetopofthelistwhilethesystem isdisplayingthelistofunloading
pointinthesalesordersothatthesystem bydefaultpickthatunloadingpointif
wemanuallydon’tselectanyunloadingpoint.
Foreachunloadingpointwecanmaintainthe“Calendar”tospecifythenumber
ofworkingdaysinaweekattheunloadingpoint.
Foreachunloadingpointtherecanbereceivingpoints.
Foreachunloadingpointwecanmaintainthegoodsreceivinghourswhich
specifythetimingsinwhichonlythegoodsshallbeunloadedattheunloading
point.Dependingontherequirementwecandefinethegoodsreceivinghoursby
goingto..
SPRO=>SalesandDistribution=>MasterData=>BusinessPartners=>
Customers=>Shipping=>DefineGoodsReceivingHours.
GotoNewEntriesandcreatetherequiredgoodsreceivinghoursbyspecifying
thecorrespondingtimings.
D)ContactPerson:-Herewecanspecifythedetailsofthecontactperson.
Dependingontherequirementthecustomerhimselfcanbethecontactpersonor
theemployeeofthecustomercanbethecontactperson.
CreatingContactPerson
EasyAccessMenu=>Logistics=>SalesandDistribution=>MasterData
=>BusinessPartner=>ContactPerson=>VAP1–Create
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Specifytherequiredcustomerforwhom thecontactpersoniscreatedthenclick
Enter
SpecifythecorrespondingdetailsofthecontactpersonlikeName,Contact
Numbers,BusinessAddress,HomeAddress,VisitingHoursetc…andsaveit
2)CompanyCodeData:
AccountManagement!
ReconciliationAccount:-ThisaccountintheG/Laccountingistheaccountlike
whichisupdatedparalleltotheSub-Ledgeraccountfornormalpositions.
PaymentTransactions!
TermsOfPayment:-Hereweneedtospecifythepaymenttermsofferedtothe
customercomprisingofpaymentperiodandthecashdiscountpercentagesif
thepaymentmadewithinthestipulatedtimeperiod.
Note:-Ifthecustomerisnotclearinginthepaymentatallevenofthecreditperiod,
thelegalprocessorfollowedfortherecoveryisconfiguredas“Dunning”processor
andisspecifiedintheCustomerMasterRecordontheTABPage“Correspondence”
DefiningTermsOfPayment
SPRO=>SalesandDistribution=>MasterData=>BusinessPartner=>
Customer=>BillingDocument=>DefineTermsofPayment
PaymentHistoryRecord:-Ifwecheckthisfieldthepaymenthistoryofthe
customermaintaininFinancewillbeupdatedinSalesandDistributionandis
displayedin“FD32”{CreditMasterDataofCustomer}
3)SalesAreaDataView:
SALESTAB:
SalesDistrict:-ItistheGeographicalrepresentationofdifferentlocationwhere
thecompanyiscarryingoutthesalesactivityherweneedtospecifyinwhich
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salesdistrictthecustomerexist.
DefiningSalesDistrict:-GotoPath
SPRO=>SalesandDistribution=>MasterData=>BusinessPartners=>
Customers=>Sales=>DefineSalesDistricts.
GotoNewEntriesandcreatetherequiredsalesdistricts.
SalesOffice:-Hereweneedtospecifythesalesofficeunderwhichthe
customerisexecutingthesalestransactionwiththecompany.
SalesGroup:-Hereweneedtospecifythesalesgroupwhichistakingcareof
thecustomer.
CustomerGroup:-Specifythegroupingsofcustomerswhichcanbebasedon
thekindoftransactionstheyexecutedwiththecompany.
ForEx:WholeSellers,Retailers,Directcustomersetc.
Hereweneedtospecifyinwhichgroupthecustomerexits.
DefiningCustomerGroup:-GotoPath
SPRO=>SalesandDistribution=>MasterData=>BusinessPartners=>
Customers=>Sales=>DefineCustomerGroups.
GotoNewEntriesandcreatetherequiredcustomergroups.
ABCClass:-SpecifythecategorizationofcustomersintoAclassorBclassorC
classthatcanbeusedforthecustomeranalysis.
Currency:-Hereweneedtospecifythecurrencyinwhichthecustomerexecute
theSalesTransactionswiththeCompany.
Note:-Ifthecurrencyofthecustomerdiffersfrom thecurrencyofcompanycode,
weneedtomaintaintheexchangeratefrom customercurrencytocompanycode
currencyfortherequiredexchangeratetype[M]byusingthetransactioncode
“OC41”andspecifythattype[M]intherequiredCustomerMasterRecordsforthe
fieldexchangeRatetype.
SwitchOfRounding:-Ifwecheckthisfield,theorderquantityofthematerialwill
notberoundedforthecustomer.
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Note:-Theorderquantityofthematerialwillberoundedtothenearest
deliverableunitsdependingontheRoundingProfilespecifiedinthe“Material
MasterRecord”
CustomerPricingProcessor:-Thisfieldenablesthesystem toautomatically
determineacorresponding“PricingProcessor”forthecustomerwhilecreating
theSalesDocument