This is a brief summary of the simplified version of the SAP Customer Master that has been discussed in the class. A more detailed SAP Customer Master is also available and will be discussed in another class with more examples. Learn more about SAP SD Training here and other SAP Training modules like SAP CRM Training or SAP HR Training here.
Summary : We have discussed the 3 views of the Customer master and discussed the most important fields in the SAP Customer Master.
General View
- Name
- Search Term
- Address
Sales View
- Shipping Conditions
- Tax Classification
- Different Partner Functions
- Payment Terms
Company Code View
We have also discussed that the data in the company code view will be filled up either by the SAP FICO Consultants or by you based on the data given to you by the SAP FICO Consultant.
More notes here.
How to Delete Master Data in SAP
How to Block Master Data in SAP
How to create Customer Groups in SAP
Exercises
Scenario 1: You are a Sales employee at ABC Computers Inc. A customer just called and inquired about a computer and asked for a quotation. As part of the Sales Process, you have collected the following information. His name is John Smith and his address is 1000 Denise Dr, Edison , NJ. He typically likes the computers to be shipped immediately and he is ordering on behalf of a non-profit organization. He wishes to pay within 60 days. He also mentioned that Dominik Adam ( One of our Field Sales employee ) has told him about this ABC Company and requested to place an order.
Question 1 : Create a Customer Master using the details mentioned above. Use the Sales Organization, Distribution Channel and Division of 1000/10/00 and the company code as 1000.
Hint : Follow the steps here - How to create a Customer Master in SAP
Customer Master Created
Created customer David01
Shipping Conditions- 10(Immeidate)
Payment Terms- NT60 (Net 60)
Tax Exempt: 0
Partner: SE 900061 Dominik Adams
Created customer David01
Shipping Conditions- 10(Immeidate)
Payment Terms- NT60 (Net 60)
Tax Exempt: 0
Partner: SE 900061 Dominik Adams
Question1:
Customer#: 100248
Shipping : 10(Immediateley)
Payment: net60(Within 60 days)
Tax: 0(Tax Exempt)
Customer #34 has been created:
shipped immediately
tax exempt
net 60 days
Customer #34 has been created:
shipped immediately
tax exempt
60 days
Siva,
While creating and order I get an error “Entry TA does not exist in TVAK” . How can I get past this and create an order. I don’t see OR order type in the list either.
Somebody would have deleted it. You can recreate it. I just checked it though. Order Type OR does exist and item category TAN also exist. Can you explain in more detail where you are going wrong ? I am suspecting this could be a problem with Item Category Determination.
Its wierd I was not able to create order that day but its working fine at this point. Thank You
1. Explain in your own words when you would use a new Price List Category?
Answer: I would use a new Price List Category when some customer or group of customer needs to give special pricing. Ex-Wholesale customer and retail customer assigning it to different price list
2. Create a new Price List Category Zx* and give it a description of “Agency Customer”
Answer: Created a new Price List Category ZM
3. Create a new SAP Customer Master and give the customer Number here.
Answer: Created New Customer 9742.
4. Assign the newly created price list category Zx to the customer master created in Step . 3 above
Answer: Assign price List Category to Customer 9745
Customer 20111(john smith) created under 1000/10/00 and company code 1000 with all requirements.
Hi Siva,
Question 1 : Create a Customer Master using the details mentioned above. Use the Sales Organization, Distribution Channel and Division of 1000/10/00 and the company code as 1000.
customer #25675 has been created for sales area 1000/10/00 and for company code 1000.
Payment term: Net 60
Shipping Condition: 10 (Immidiately)
Tax terms: Tax exempt
Created Customer Johnny Smith
Customer # 28000 , Co Code 1000, Sales Org 1000 , Distro 10, Div 00
Address : 1000 Denise Drive, Edison NJ
Created Material ABC Computer ( High Speed Computer )
Inquiry # 10000035 created ( Johnny Smith inquiry about 1 computer )
Sales Order # 14166 Created
Q :
1. When creating the Material Master Data where can I add the price of the material. I entered the Standard Price of 5000 in MMR but when I create an Inquiry using this material, it doesnt show the Total Price.
2. The currency for Material Master with Plant 1000 and Sales Org 1000 is default EUR. How can that be changed to USD
3. When trying to create an order using Inquiry #14166 as reference its producing an error. I had to create a separate Order.
Please ignore my earlier questions. Standard OR 25218 was created with reference to Inquiry # 10000035
Created customer w/ following info:
Customer: 5709
Customer Name: John Smith
Search Name: JSMITH
Address: 1000 Denise Dr, Edison, NJ USA
Sales Group: NP (Non Profit Company)
Payment Terms: NET60 (Pay with in 60 Days)
Sales Employee: Dominik Adam
Sorg/DC/DV = 1000/10/00
Thanks, Radha Krishna
Siva,
Customer master created with # 5000013 with Sales area:1000/10/00
Regards,
Rajesh
Scenario 1: You are a Sales employee at ABC Computers Inc. A customer just called and inquired about a computer and asked for a quotation. As part of the Sales Process, you have collected the following information. His name is John Smith and his address is 2301 Woodland Park Dr, Houston ,TX 77077 He typically likes the computers to be shipped immediately and he is ordering on behalf of a non-profit organization. He wishes to pay within 60 days. He also mentioned that Dominik Adam ( One of our Field Sales employee ) has told him about this ABC Company and requested to place an order.
Question 1 : Create a Customer Master using the details mentioned above. Use the Sales Organization, Distribution Channel and Division of 1000/10/00 and the company code as 1000.
Customer: 754
Customer Name: John Smith
Search Name: JSMITH
Address: 2301 Woodland Park Dr, Houston, TX – 77077
Sales Group: NP (Non Profit Company)
Payment Terms: NET60 (Pay with in 60 Days)
Sales Employee: Dominik Adam
Sorg/DC/DV = 1000/10/00
Thanks
Chetan
Customer no : 2400 (3000,10,00) sales and general views created.
Question 1 : Create a Customer Master using the details mentioned above on scenario 1. Use the Sales Organization, Distribution Channel and Division of 1000/10/00 and the company code as 1000.
Answer: Customer number: 14235
Sales area: 1000/10/00
Company code: 1000
Customer group: NP created (Non Profit company)
Payment term: Net 60
Delivery priority: 1 (high)
Shipping Condition: 10 (Immidiately)
Good Job Edward. Keep going.
Question 1 : Create a Customer Master using the details mentioned above. Use the Sales Organization, Distribution Channel and Division of 1000/10/00 and the company code as 1000.
Ans: Created customer 71183 with all requirements.
Question 1 : Create a Customer Master using the details mentioned above. Use the Sales Organization, Distribution Channel and Division of 1000/10/00 and the company code as 1000.
A. Customer master created with # 23456 with Sales area:1000/10/00
hi siva,
Customer master created for customer 9598 .
But when creating the partner function which normally comes up ,but for the above customer it asked for entry ,and i tried to enter 9598 as sold to party .
But it did not allow and got a error message :
“customer for function SP may not have account group ZB01″
Could you please clarrify.
thanks
Customer created 23398 for sales area 1000/10/00.
payment term: net 60
DElivery priority: high
Shipping Condition:asap
Customer group: J2(non profit organisation)
Answer:
Customer created 2389 for sales area 1000/10/00.
payment term: net 60
DElivery priority: high
Shipping Condition:asap
Customer group: J2(non profit organisation)
R1214 is created
Customer 3431 is created.
Customer master Sold to Party created 43526 with following details
Payment Terms: net 60
Delivery Priority: 01 High
Shipping Condition: 01 ASAP
SE: sales employee Dominik Adam.
Customer Group : V1 (Non Profit organization)
Additionally created a payer and replaced default payer by the new one.
hi siva,
created customer master for the above scenario 0000007100 .
hi siva Just created customer group : non profit organisation as a Z6 and assigned it to customer 36001.
Customer master created 36001 with following details
Payment condition: NT60
Delivery Priority: 01 High
Shipping Condition: 01 ASAP
SE: sales employee Dominik Adam.
i have used public sector instead of non-profit organisation.
hi siva how do i create non-profit organisation in customer master?
CUSTOMER 76543 CREATED WITH THE FOWLLING MAIN SET UP
Delivery Priority- 1
SHIPPING CONDITION-01
Payment Terms-NT60
Rec account:-125003
SE Dominik Adam
Siva – created customer number 26752 with the information provided. please check
Perfect Navdeep. Good job. Only, the Company code data is not created. If you can do it , the customer is good to go. You can use it to create orders.
You have interpreted all the requirements in the scenario correctly. Let’s discuss this in the class tomorrow for the benefit of other folks as well. Once again – good job !! keep the enthusiasm going.
Created Customer 14003 with company code 1000 Sales area 1000 10 00
Was not able to find customer group for non profit, used public sector instead of it.
Created quotation no: 20000049
Order no : 13466
Q1. customer # 100211 was created
Customer number 35 is created under comp code 1000 and sales area 1000/10/00. But I have question:
What is the difference between terms of payment in “payment transactions” of company code data and “billing documents” of Sales area data? I was able to give 2 different values in each of them. 0004 in payment transactions and 0005 in billing documents.
Could you pls clarify?
Where do we enter this information “He also mentioned that Dominik Adam ( One of our Field Sales employee )” in the master data
via contact persons tab in general data of the sap customer master.
I created a customer master xdo1. I am trying again but the system is asking me for an account group, all the preset codes start with z pls advise which one to use.
Thx
Use SAP Customer Account Group 0001. To learn more about SAP Customer Account Group, click the link.
Customer# 0000100201 created for Company code 1000 sales area 1000 10 00
Customer 0000400445 has been created for sales area 1000 10 00
Customer# 0000000222 created
Customer 0000096002 created for Company code 1000 sales area 1000 10 00
0090000002 has been created
Customer master 0000465669 has been created.
Q1. customer master # 47866 created
1)A45211 customer master
Customer JOHN SMITH has not been created
its the error message showing
As discussed in the class today, use a number to create the customer and use the name inside the General Data screen.