Master Data

Sales & Distribution

Company
LOGO
 Topics

1. Introduction

2. Customer Master

3. Material Master

4. Condition records
 Customer Master
 Master data in SD

Customer Master

Material Master

Condition Records

 Customer Master – It is created in coordination with

Finance function.

 Material Master – It is created in coordination with

Materials Management function.

 Condition Records – They are mainly created for Pricing.

Others include output records.
 Customer Master
 Customer account group is necessary to create
customers as per classification.

 Main Account groups


Sold-to party
 Ship-to party
 Bill-to party

 Customer Account group controls

 Customer number range

Display / restrict data in the customer master screens

 Customer Master data is divided as below

 Company code data – Data related to Financial accounting
 Sales Area data – Data controls sales document processing through
order, delivery and billing stages
 General data – Data common across all company codes and sales area
 Customer Master
 Company code data – It is maintained by Finance
department and key data for payment processing in FI
accounting is captured. Key data is
 Terms of payment
 Reconciliation account

 Sales area data – It is maintained for Sales area. It is

divided among sales, shipping and billing data

Sales data – Key data is as below
 Currency in which customer should be billed
 Pricing related data
 Customer Master
 Shipping data – Key data is as below
 Shipping condition (Needed in the determination of Shipping
point)
 Delivering plant (To default in the sales order)
 Partial delivery agreement


Billing data – Key data is as below
 Incoterms
 Account assignment group
 Tax data

 Partner function, Text data can be maintained for

customer master
 Material Master
 Material master maintains key sales data to process material in the
sales order processing. Sales data is maintained for a sales
organization and distribution channel.

 Key data is as below

 Delivering plant
 Tax data
 Quantity specifications
 Item category group
 Availability checking rule
 Shipping data like transportation and loading group

 Material can be restricted for a distribution channel or all distribution channel

for a specific period. Reason could be material is under development or the
sale of the material is not allowed through a particular distribution channel.
 Material Master

 Division can be maintained in material master and

thereby restricting usage of material for other sales
areas. This is controlled via customizing.

 Among other important data maintained in sales view of

material master, Product Hierarchy can also be
maintained. This is used to group materials by combining
various features. This is a powerful feature for analysis
of materials in groups.
 Condition records

 Condition records allow to store data in system and use

it in sales documents.
 Condition records are maintained for Pricing and Outputs
among others.
 For Pricing, pricing elements in business like discounts,
prices, freight & surcharges data is stored in condition
records.
 For Outputs, the condition records are maintained to
trigger automatically various outputs like Order
Acknowledgement, Shipping notification, Invoice output.