Customer Master Data Fields: Functionalities, Dependencies & their Implications

Customer Master Data Field
Dependencies
Business IT “We Enable Business”

Confidential 3/29/2019 1
Customer Master Data
A customer is master data that can be used in customer requests, deliveries, invoices, and payments.
Master data also has an organizational aspect as it is assigned to organizational units. Master data can be used cross-
component as customer master data uses the same data for financial accounting view (SAP FI) and sales view (SAP
SD).
Customer master records can be assigned to the following organizational units:

Company code
Sales organization
Distribution channel
Division
When creating a customer master record in SAP system, you have to enter shared data on the client level
and company code-specific data for each company code.
Data on the client level can be used by all company codes. The customer account number is assigned on this level. That means,
the same customer has an explicit accounts receivable number in all company codes from a financial view.


Fields: Functionalities,
Dependencies & their
Implications

Customer Code
It is used during creation of Sales
order, reporting purpose & It can
be used as Ship to party and Sold
to party etc during creation of
Sales order.
Account Group
When you create a master record for a business

partner, you must enter an account group.
Which screens and fields are necessary for entering
master data
Whether you can or must make an entry in these
fields
How master record numbers are assigned
(externally by you or internally by the system) and the
number range from which they are assigned
Which partner functions are valid
> Whether the business partner is a one-time
customer or one-time vendor
Company Code
The smallest organizational unit for which a complete

self-contained set of accounts can be drawn up for
purposes of external reporting.
The process of external reporting involves

recording all relevant transactions and generating
all supporting documents for financial statements
such as balance sheets and profit and loss
statements

Division
A way of grouping materials,

products, or services. The
system uses divisions to
determine the sales areas and
the business areas for a
material, product, or service.
It is mandatory during
Creation of Sales order and
used for reporting purpose.
Customer
code
Customer Name
Used in all sorts of reporting,

Sales Order Printouts etc.
Search Term
Short description used for search helps.

Only capital letters are saved in this field. All
entries are automatically converted into capital
letters. Used for searching Customers,
while making entries in Order etc.
Customer Address
Contains the entire set of Customer
Address fields containing Postal
Code, Region, Country. Used for
printing of the same in Sales
Order printouts.
Customer Vat Reg. No.
Contains the VAT Reg. No. of the customer.

Used for printing of the same in Sales
Order printouts.

Industry Key
An industry is a distinct group of companies with the
same basic business activity. The industry key is used in
selecting data for evaluations (for example, a vendor
master data list).

Customer Reconciliation Group
The reconciliation account in G/L

accounting is the account which is updated
parallel to the sub ledger account for
normal postings (for example, invoice or
payment).
If wrongly mentioned, company’s

liabilities will be wrongly posted in
wrong G/L A/C for the particular
vendor.

Customer Tolerance Group

Freely definable group code for customers and vendors,
or G/L accounts. Tolerance groups are unique within a
company code.
Each tolerance group contains settings that affect

cash discount and payment difference processing.
These settings become effective during payment
entry.
Customer Payment terms

Key for defining payment terms composed of cash
discount percentages and payment periods.
It is used in sales orders, purchase orders, and invoices.
Terms of payment provide information for:
o Cash management
o Payment transactions
Regardless of whether or not a key is defaulted from
the master record, key can be manually entered during
document entry at:- header level in purchase orders
and invoices

Customer Excise Indicator
Classifies the Customer for the purposes of

calculating excise duty.
The value entered here along with the

excise indicator for the company is used to
determine the final indicator for excise
duty. Excise duty rates are maintained for
the final indicator.

Customer ECC No.
Specifies the organization's ECC number.

It is a tax number assigned, in India, by
the Department of Revenue to legal and
natural persons liable to excise duty.
The taxpayer is required to obtain a

separate ECC number for each
registered premises (for example,
factory, warehouse, or dealer's
Customer Excise Reg. No.
Specifies the excise registration's

Customer Excise Customer Excise Customer Excise registration number.
Commisionerate Division Range
The number used to identify an
Specifies the code of the Specifies the excise Specifies the excise excise registration (India only).
excise commissionerate division in whose area range in whose area When a business registers with
in whose area the excise the excise registration the excise registration the local excise authorities, the
registration is located. An is located. is located. The excise authorities issue it a separate
administrative body, in ranges are number for each registration.
India, that assesses and responsible for
collects excise duty. It issuing ECC
reports to the Central numbers.
Board of Excise and
Customs.

Customer PAN No.
Specifies the organization's

PAN.
A tax number assigned to

individuals and companies in
India for the purposes of
recording their income tax.

Sales Office
A physical location (for example, a branch

office) that has responsibility for the sale of
certain products or services within a given
geographical area. Used for Reporting
Purpose and making Sales order.
Sales District
Each customer can be assigned to a sales

district. You can use sales districts to apply
pricing conditions. When you want to generate
sales statistics, you can use sales districts as a
selection criteria. Used for Reporting Purpose.
Sales Group
The staff of a sales office may be subdivided into
sales groups. For example, sales groups can be
defined for be defined for individual division.
Used During Creation of Sales order.


Over Delivery Tolerance
Percentage (based on the order

quantity) up to which an over delivery
of this item will be accepted.

Customer Inco Terms
The standards established by the International Chamber of

Commerce (ICC). Inco terms specify certain
internationally recognized procedures that the shipper
and the receiving party must follow for the shipping
transaction to be successfully completed.
Customer Acct. Assgmt Group

The account assignment group to which the system
automatically posts the sales document.
The system uses the account assignment

group as one of the criteria during the
automatic determination of revenue accounts.
Customer Payment terms

Key for defining payment terms composed of cash
discount percentages and payment periods.
It is used in sales orders, purchase orders, and
invoices. Terms of payment provide information for:
o Cash management
o Payment transactions
Regardless of whether or not a key is defaulted from
the master record, key can be manually entered
during document entry at:- header level in purchase
orders and invoices


The End


Customer Master Data Fields: Functionalities, Dependencies & their Implications

Загружено:

Сведения о документе

Исходное описание:

Оригинальное название

Авторское право

Доступные форматы

Поделиться этим документом

Поделиться или встроить документ

Параметры публикации

Этот документ был вам полезен?

Это неприемлемый материал?

Авторское право:

Доступные форматы

Customer Master Data Fields: Functionalities, Dependencies & their Implications

Загружено:

Авторское право:

Доступные форматы

Customer Master Data Field

Business IT “We Enable Business”

Customer master records can be assigned to the following organizational units:

Business IT “We Enable Business”