Professional Documents
Culture Documents
Customer Master Data, Customer Account Group & Regarding Customer Sales Area
Customer Master Data, Customer Account Group & Regarding Customer Sales Area
Customer Master Data, Customer Account Group & Regarding Customer Sales Area
SD Master Data:-
- Customer Master
- Material Master
- Condition records
Customer Master:-
- Transportation Zone -> used for route determination (route used to send the products over to
the customer’s location)
- Region – State
Contact Person tab -> any contacts if we have in this customer / company
Sales Area data:- (Sales tab, Shpping tab, Billing tab, Partner Functions tab).
Shipping Tab: - Shipping Conditions, Order combination, Delivering Plant, Complete delivery flag, Partial
delivery and Delivery tolerances.
Shipping condition – E.g. 10 day ground free shipping, Express delivery etc.
This is master data level general preference. You can change it at transaction level.
Order Combination check box – Here you can combine orders / line items from different orders/partial
deliveries of individual order items in one delivery.
Red color – combined to a single delivery (ship to, shipping date are same – other parameters are also
there)
Complete Delivery check box – All line items to be shipped as a single delivery. Say, there are 2 items.
Confirmed date for first item – 10th Jun & Confirmed date for second item – 12 th Jun.
In this case, instead of creating 2 deliveries- one on 10 th and other on 12th Jun, Complete delivery will
happen on 12th Jun.
Note – For both the items, it will consider the final date when all the qunatity can be delivered. It means
the complete order quantity for first line item can be delivered on 10 th June and for 2nd line item, it is 12th
June.
Easier and convinient way for the customer to pay where he will have a summarized billing :-
Invoicing date – (combination of deliveries) Date on which customer needs to be invoiced. Instead of
sending individual invoices, create one invoice at a predetermined time and send that to the customer.
Invoicing List Dates – (combination of invoices) Combine invoices for the entire month – combination of
all line items of all the invoices for that particular month compiled together into one document.
Customer will pay against this document.
Tax Classification – To identify if the customer is taxable or not. FI/CO cosnultant will provide this data.
Recon Account :- When we create invoice, system will post the invoice values into accounting. For
customer invoice, Customer A/C (and G/L A/C via recon. A/C) will be debited and Revue account will be
credited. When we get payment, customer will be credited while bank will be debited.
Recon accounts of customer and vendor are the GL accounts. The purpose of the recon account is to
display the total balance of tens and hundreds of customers and vendors a company code may have. If
we were to post entries directly in the recon account of so many customers and vendors at the day end,
we will be lost while figuring out the balances of each customer and vendor individually because they
will all be mixed up in just one account. Therefore, we only post to the individual customer or vendor
accounts (also known as subsiidary account or sub ledger account) and through link we create, all the
balances of these accounts are updated on the recon account.
Benefit – If you need to check the balance of customer ABC, we go to the customer ABC and check how
much he owes to us. But if we want to check the total outstanding towards all customers, we go to the
recon account and check the customer total.
Posting is not the purpose of the recon account and hence nothing can be posted manually to recon
account.
1> Get the data element name from the technical attributes of the field.
2> CMOD
Reason –
Each Order blocking reason should be assigned to the document type. Else, the customer will not be
blocked to post order. No need to assign delivery and billing block reason to any delivery / billing doc.
Types.
Can you delete a customer master: - (VD06) or ANY MASTER DATA
NO
Reason – To maintain the consistency. Say, you already have a customer which has transactional data
booked in the system - like orders, deliveries etc. Then if you delete the customer, this will cause
inconsistency.
To archive, you need to “Mark the customer for deletion”. In specific sales area or all the sales areas.
While creating order, you will get warning message. You can still create an order.
2> You don’t want to do any further business with the customer
3> May be the customer number is changed and you don’t want to use the old number.
Go inside the customer in VD03 or XD03 and then to find the customer account group, click on Extras ->
Administrative data.
Configuration:-
Number ranges:-
Note – You need both number range object and interval to create a new number.
Number range buffering ->
https://help.sap.com/saphelp_erp60_sp/helpdata/en/7b/6eb2aa7aed44ea92ebb969e03081fb/frameset
.htm
1> If you don’t enter Sales Area data for the customer in the initial screen, then in the next screen, you
won’t be able to see the Sales area tab.
2> If you will click on “Customer’s Sales areas…” button in the initial screen, then you will find all the
sales areas where the customer belongs. These sales areas may belong to the same company code or
different company codes.