Master Data

By: sapsdlibrary on 12:26 pm

Share it Please

Tweet

Master data is a data or a basic information which we need for any types of transaction, selling, movements of goods or for any other activity. e.g. Customer Master Data, Material Master Data, Pricing or Condition master data or Vendor Master Data.  

Mostly, this data remains constant but we do need to update it time to time. During Cut-over Activity, we upload all the master data from legacy system to SAP System. We will discuss this in depth further.

Here we will be discussing Customer Master data and Pricing or Condition Master Data. So first I will be covering Customer Master Data.


For creating a Customer master data, we need to maintain these 2 parameters:

1. Define Customer Account Groups
2. Create and assign Number Ranges for Customer


Note:  Accounts Groups and Number Ranges are maintained by FICO Consultants.


1. Customer Account Groups: A customer account group is used to group together customers by some criteria. In Customer account groups we choose the fields of customer master according to the need. 

T-Code: OBD2

Navigation Path: SPRO-> IMG -> Financial Accounting -> Accounts Receivable and Account Payable -> Customer Accounts -> Master Data -> Preparation for Creating Customer Master data -> Define Account Groups with Screen Layouts


Steps to Follow:

• Click on New Entries.
• Enter the 4 digits alphanumeric key to represent your Account group.
• Enter the name of your Account Group.
• Choose the General data, Company code data or Sales data from the Field status.
  
  
• Select the Address tab from the group.
  
  
• Make the necessary change by making the fields Optional, Required, Display or Suppress them according to your needs.
  
  
• Using the same process modify the field status of your account group.
• Save the data.

2. Number Ranges for Customer: It is a unique number which represents your Customer. We can assign the different range of numbers to different roles of Partner function.

T-Code: XDN1

Navigation Path: SPRO-> IMG -> Financial Accounting -> Accounts Receivable and Account Payable -> Customer Accounts -> Master Data -> Preparation for Creating Customer Master data -> Create Number ranges for Customer accounts

Steps to Follow:

• Click on Change Intervals with a Pencil sign.
  
  
• Click on Add Intervals and a new interval pop-up screen will appear.
  
  
• Enter the 2 digits alphanumeric code to represent your number range.
• Enter the interval in From number and To number column.
• Select the Ext box to use External numbering for customer.
  
  
• Save your data. 

Note: Ext is not checked then the system will assign a number to the customer automatically from the range we have defined. If it is checked then we have to assign a number by ourselves.

Assign Number Ranges to Customer Account group: After defining the number range, now we have to assign it to the Account Group.

T-Code: OBAR

Navigation Path: SPRO-> IMG -> Financial Accounting -> Accounts Receivable and Account Payable -> Customer Accounts -> Master Data -> Preparation for Creating Customer Master data -> Assign Number ranges to Customer Account group

Steps to Follow: 

• Select your account group.
• Enter your number range in the field.
• Save your data.
  
  

Customer Master data is a data regarding the Customers of our company. In this, we store all the information about Customer like his address, shipping preferences, payment procedures etc. We will be needing all this info while we do sales transactions, deliveries and payments. 

Customer Master Data consist of 3 sections:

1. General Data: It consists of all the information of the Customer. e.g. name. address, Contact information, Payment info, goods unloading point etc
2. Company Code Data: In this section, we maintain the data which is relevant for accounting purposes. e.g. reconciliation account, terms of payment, insurance details etc. All the data here will represent to only one company code.
3. Sales Area Data: Here we maintain the data for customer sales area like billing, shipping data, sales data etc. All the data here will represent to only one sales area.

T-Code: XD01 with Sales Area Data

               VD01 without Sales Area Data

Steps to Follow:

• Select the Account Group you want to use for your Customer.
• Enter the Company Code and Sales Area data and hit Enter.
  
  
• Fill in the details in Address tab of General Data.
  
  

Choose Company code data or Sales Area Data and maintain the data in it. 

• We can add another partner functions like vendor, forwarding agent etc. in the Partner function screen.
• Once you have maintained all the necessary fields, Save your data.