SAP MM TUTORIALS-
Creating a Customer Master in SAP: A Step-by-Step Guide-
Introduction-
Enterprise resource planning (ERP) systems, SAP stands as one of the most prominent and widely used platforms. One essential aspect of SAP is the management of customer data through transactions like XD01, which allows users to create and maintain customer master records. In this blog post, we will delve into the XD01 transaction, exploring each view of customer master data it offers and understanding the significance of each view in the context of business operations.
XD01-CREATING MATERIAL
XD02-MODIFY MATERIAL
XD03-DISPLAY MATERIAL
Company Code Data View
In this view, you can maintain information specific to different company codes. It allows you to set credit control areas, payment terms, reconciliation accounts, and other company code specific settings for the customer.
Account Group-
This field categorizes customers based on certain criteria, aiding in better organization and management of customer data.
Payment Terms-
Defines the terms of payment agreed upon with the customer for invoicing and payments.
Shipping Conditions-
Specifies the conditions under which products are shipped to the customer, such as transportation mode and delivery time
Price Group-
Assigns customers to specific price groups, which in turn determine the pricing conditions applicable to their orders.
Incoterms-
Indicates the terms of delivery and transfer of risk between the seller and the buyer during the transportation of goods.
Credit Management-
Encompasses credit limits and payment behavior data to ensure that customers adhere to their credit agreements.
Sales Area Data View-
The Sales Area Data View lets you define information that is relevant to sales processes. It includes data such as sales organization, distribution channel,and division. This view also allows you to set pricing conditions and other sales-related data.
Shipping Data-
The shipping data view holds information about the customer's preferred shipping methods, delivery priority, and transportation zone. This data is vital for ensuring accurate and efficient order fulfillment.
Billing Document View-
Billing-related information, such as payment terms, invoicing methods, and payment methods, is maintained in this view. It plays a crucial role in the billing and accounting processes.
Partner Function View-
Partners associated with the customer, such as the payer, bill-to party, and ship-to party, are defined in this view. Each partner plays a specific role in the business processes involving the customer.
