Create Customer Master Data: SAP XD01



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Posted 2017-12-26 19:40:14

Background

Customer Master is Primary master data in SAP SD. To create Customer Master we need Account Group. Account Group: Account Group is accumulation of similar accounts. The master records in the customer hierarchy are controlled by their account groups.

  1. It determines Optional, Mandatory and Not Requires information for Customer.
  2. Partner Functions is also linked with Account Group.
  3. Account Group defines the way, numbers are assigned to customer.

T-Code for Create Customer master - FD01 / XD01 / VD01

  •    FD01- Company code level & data  will be stored in tables KNA1 and KNB1.
  •    XD01- Include sales area & data will be stored in tables KNA1, KNB1 and KNVV (With company code data).
  •    VD01 - Include sales area & data will be stored in tables KNA1, KNB1 and KNVV (w/o Company code data).

We will use here XD01 for Customer Master Creation.

Step 1 - Enter T-Code XD01 in Command field.

Create Customer Master Data: SAP XD01

Step 2 - Enter the detail in Address Tab screen as below-

  1. Enter the title and name of customer.
  2. Enter search term, for searching customer.
  3. Enter Street / House Number.
  4. Enter District / Postal code / City / Country / Region.

Create Customer Master Data: SAP XD01

  Step 3 - Enter Data in Control Data Tab Screen Field

  1. Enter Tax Number

Step 4 - Enter Data on Payment Transactions tab.

  1. Click on the Payment Transaction tab.
  2. Enter Bank City / Bank Key / Bank Account / Account Holder Name.
  3. To enter more detail about bank, click on Bank Data Button.

 

After Click on Bank data Button ,below screen appear-

  1.  Enter bank name / region
  2.  Enter City
  3. Enter  Swift Code

 

  Click on Tick Button.

Step 5 - Enter sales area data-

  1. Click on sales area button on application tool bar.
  2. Enter Customer pricing procedure / Shipping data / Partner functions.

  Step 6 - Save the record.

     Click on Save Button.

  Customer Will be created with Customer number.

 

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