sap master daa

1. MASTER DATA
MASTER DATA ARE
CUSTOMER MASTER DATA
MATERIAL MASTER DATA
CUSTOMER MATERIAL INFORMATION RCORD
CONDITION MASTER DATA

2. CUSTOMER MASTER DATA
WE NEED TO MAINTAIN THE DATA BASE OF ALL THE
CUSTOMER IN THE R/3 SYSTEM WITH WHOME THE COMPANY
IS CARRYING OUT THE BUSINESS TRANSACTIONS
FOR EACH CUSTOMER WE NEED TO SPECIFY A NUMBER AND
MAINTAIN THE DETAILS OF THAT CUSTOMER FOR THAT
CUSTOMER NUMBER
DURING THE SALES TRANSACTIONS ,IF WE NEED SPECIFIED
THAT CUSTOMER NUMBER,THE SYSTEM AUTOMATICALLY
DETERMINES THE DETAILS OF THE CUSTOMER FROM THE
CORRESPONDING CUSTOMER MASTER RECORD

3. CREATING THE CUSTOMER
FROM EASY AXCESS MENU
CREATE
LOGESTICS
SALES AND DISTRIBUTION
MASTER DATA XD01
COMPLETE
BUSINESS PATNERS
CUSTOMERS

4. CUSTOMER MASTER DATA
THE CUSTOMER MASTER RECORD DATA CONTAIN 3
VIEWS FOR WHICH WE NEED TO MAINTAIN THE DATA
THEY ARE
GENERAL DATA
COMPANY CODE DATA
SALES AREA DATA

5. CUSTOMER MASTER DATA
EACH VIEW CONTAINS DIFFERENT TAB PAGES AND
EACH TABE PAGES CONTAINS DIFFERENT FIELDS
FOR WHICH WE NEED TO SPECIFY THE DATA
NOTE
NOTE: “DATA MIGRATION”
WE CAN,MIGRATE ALL THE CUSTOMER DETAILS FROM THE”LEGACY SYSTEM”(NON SAP
SYSTEM) TO THE “ R/3 SYSTEM “ BY USING LSMW OR BDC
LSMW: LGGECY SYSTEM-MIGRATION- WORK BENCH
BDC: BATCH DATA COMMUNICATION

6. GENERAL DATA
ADRESS EXPORT DATA
CONTROL DATA
PAYMENT TRANSACTIONS
CONTACT PERSON
MARKETING
UPLOADING POINTS

7. GENERAL DATA
ADRESS

8. GENERAL DATA
ADRESS
ADRESS IT SPECIFY THE REQUIRED DATA OF THE
CUSTOMER ON THE ADRESS TAB PAGE
MARKETING
(A) CUSTOMER CLASIFICATION : “CLASIFYING THE CUSTOMER “
EX: Z1 LESS THAN 5 LAKHS
Z2 5-9LAKHS
Z3 GRATER 9 LAKHS
IF SPECIFY THE CLASIFICATION OF THE CUSTOMER WHICH CAN
BE DEPENDING ON THEIR SALES TURN OVER

9. DEFINING CUSTOMER CLASIFICATION
SPRO
SALES AND DISTRIBUTION
MASTER DATA DEFINE
CUSTOMER
BUSINESS PATNERS CLASIFICATION
CUSTOMERS
MARKETING

10. UNLOADING POINTS
NOTE ONE UNLOADING POINT,CAN HAVE MANY RECIVING POINTS
BUT CAN’T VISE VARSA (OPPOSITE)
(A)

11. DEFINING GOODS RECIVING HOURS
SALES AND DISTRIBUTION DEFINE
GOODS
MASTER DATA RECIVING
HOURS
BUSINESS PARTNERS
CUSTOMERS
SHIPPING

12. CONTACT PERSON
IT SPECIFY THE CONTACT PERSON AT THE CUSTOMER LOCATION
WE NEED TO SPECIFY
THE CUSTOMER FOR
WHOME THE
CONTACT PERSON
HAS TO BE CREATED

13. COMPANY CODE DATA
ACCOUNT MANAGEMENT
PAYMENT TRANSACTIONS
CORRESPONDENCE
INSURENCE

14. ACCOUNT MANAGEMENT
RE-CONCILIATION ACCOUNT : THIS ACCOUNT IN THE G/L
ACCOUNTING IS THE ACCOUNT WHICH IS UP DATED PARLLAL TO
THE SUB LEADGER ACCOUNT FOR NORMAL POSTING
NOTE: CHECK IS POSTED RECONCILIATION ACCOUNT, (ACCOUNT
NUMBER)POSTED TO G/L ACCOUNT
PAYMENT TRANSACTION :
(A) TERMS OF PAYMENT :
EX CREDIT LIMIT 30,000
CREDIT PERIOD 30 DAYS
10 DAYS IT SELF DISCOUNT (3% CASH)
NOTE : TERMS OF PAYMENT EFFECT DATE OF BILL
IF SPECIFY THE KEY FOR PAYMENT TERMS COMPOSED OF
PAYMENT PERIOD AND CASH DISCOUNT PERSENTAGES

15. DEFINING TERMS OF PAYMENT
e

16. PAYMENT HISTORY RECORD
IF WE CHECK THIS FIELD THE PAYMENT HISTORY OF
THE CUSTOMER WILL BE REDUCED AND DISPLAY BY
THE SYSTEM IN THE CORRESPONDING CREDIT
MASTER DATA OF THE CUSTOMER

17. SALES AREA DATA
SALES
SALES :
SHIPPING (A) SALES DISTRICT: THERE IS NO
LINK FOR DISTRICT AND
REGION
(B) IT SPECIFY’S DISTRICT IN
BILLING DOCUMENTS WHICH THE CUSTOMER EXITS
PARTNER FUNCTIONS

18. DEFINING SALES DISTRICT
spro
Sales and distribution
Master data
Define sales district
Business partners
customers
sales

19. Sales office
Sales office:
It specify the sales office in which customer exists
Sales group:
It specify the sales group taking care of the customer
Customer group:
It specify a grouping of customers based on the kind of transactions
.that they execute with the company
EX WHOLE SELLERS
RETAILERS
BULK BUYERS

20. DEFINING CUSTOMERS GROUP
SPRO
SALES
SALES AND DISTRIBUTION
MASTER DATA
BUSINESS PARTNERS DEFINE
CUSTOMER
GROUPS
CUSTOMERS

21. CURRENCY
IT SPECIFY THE CURRENCY OF THE CUSTOMER

22. SWITCH OFF ROUNDING
SWITCH OFF ROUNDING
1 -9 = 10
7 =7
IF WE CHECK THIS FIELD THE ROUNDING OF THE
ORDER QUANTITY WILL NOT ALLOWED FOR THE
CUSTOMER

23. CUSTOMER PRISING PROCEDURE
EX : ONCE ORDER IS CONFORMED PRICE IS FIXED
ENTER 1
THIS FIELD ENABLES THE SYSTEM TO AUTOMATIC DEERMINED A
CORRESPONDING “PRICING PROCEDURE” FOR CUSTOMER DURING
THE SALES DOCUMENT PROCESSING
Shipping:
(a) Delivery priority : high,Low,Medium
(b) Shipping conditions: It enables the system to automatically
determine a corresponding shipping point for this customers
during the sales document processing

24. DEFINING SHIPPING CONDITIONS

25. DELIVERING PLANT
MUMBAI FACTORY
C& F AGENT
VIZG
TP

26. RELVENT FOR POD

27. ORDER COMBINATION
ORDER COMBINATION: IF WE CHECK THIS FIELD WE CAN
COMBINE MULTIPLE ORDERS FOR A CUSTOMER TO
CREATE A SINGLE DELIVERY
EX: ONE ORDER MULTIPLE DELVARIES
PARTIAL DELIVERY ITEMS : IT SPECIFY’S WHETHER THE
CUSTOMER REQUIRES FULL OR PARTIAL DELIVERY OF THE
ITEAM
MAXIMUM PARTIAL DELIVERY
ONE ORDER 9 (LENGTH FIELD IS ONE DIGIT)
MAXIMUM PARTIAL DELIVERY
ONE ORDER 9 (LENGTH FIELD IS ONE DIGIT)

28. BILLING DOCUMENTS
REBATE : IF WE CHECK THIS FIELD THE CUSTOMER
BECOMES ENABLE FOR RECIVING THE REBATES
INTERNAL-COMMENT TERMS (INCOTERMS)
CIF COST-INSURANCE-FRIEGHT
THESE INCOTERMS SPECIFY’S CERTAIN INTERNATIONALLY
RECOGNISED TERMS AND CONDITIONS THAT THE SHIPPER
AND RECEIVING PARTY MUST FOLLOW FOR THE
SHIPPING TRANSACTION TO BE THE PART II OF THE
INCOTERMS SPECIFYS THE PLACE FROM WHICH GOODS
ARE DELIVERED TO THE CUSTOMERS

29. DEFINING INCOTERMS
SPRO
DEFINE INCO TEMS
SALES AND DISTRIBUTION
MASTER DATA
BUSINESS PARTNERS
CUSTOMERS
BILLING DOCUMENTS

30. INCOTERMS
EX : LOCATION AND PART II MANDATORY
FREE OF COMPANY NOT LOCATION
THE FIELD LOCATION MANDATORY.IT BECOMES MANDATORYTO
HAVE PART 11 OF THE INCOTERMS IN THE CUSTOMER MASTER

31. ACCOUNT ASSINMENT GROUP
THIS FIELD ENABLES THE SYSTEM TO POST THE SALES VALUES OF
DIFFERENT CUSTOMERS TO THE CORRESPONDING G/L ACCOUNT.DURING
THE REVENUE ACCOUNT DETERMINATION PROCEDURE
TAX CLASSIFICATION : SLAES TAX
EX : 0--- TAX EXCEPTABLE
1-----LIABLE FOR TAX
IT SPECIFYS WETHER THE CUSTOMER IS LIABLE FOR TAX OR NOT

32. SOLD TO PARTY
SHIP TO PARTY
BILL TO PARTY PAYER
• SOLD TO PARTY: IT SPECIFY THE CUSTOMER PLACING ORDER WITH THE COMPANY
• SHIP TO PARTY: IT SPECIFY THE CUSTOMER RECIVING THE GOODS
• BILL TO PARTY: IT SPECIFY THE CUSTOMER ON WHOME THE BILL IS RAISED
• PAYER: IT SPECIFY THE CUSTOMER MAKING THE PAYMENT

33. PATNER FUNCTION
NOTE:
1) THE INFORMATION REGARDING THE PATNER IS
ALWAYS PROVIDEDBY SOLD TO PARTY SO WE NEED TO
MAINTAIN PARTNER FUNCTION IN THE SOLD TO PARTY
RECORD
2) DEPENDING ON REQUIRMENT ALL THE PARTNERS CAN
BE SAME OR THEY CAN DIFFER
3) IF ALL THE PARTNERS ARE SAME ,WE NEED TO CREATE
THE CUSTOMER AS SOLD TO PARTY AND SPECIFY ‘S THAT
NUMBER SOLD TO PARTY NUMBER.
FOR THE REMAINING PATNER FUNCATION
4) IF THE PARTNER DIFFER,WE NEED TO CREATE
CUSTOMER MASTER RECORD FOR THOSE PARTNERS AND
SPECIFY’S
THOSE CUSTOMER NUMBERS IN THE SOLD TO PARTY,
RECORD FOR THE REPRESENTATIVE PARTNER

34. CREATING THE CUSTOMER
FROM EASY ACCESS MENU
EXTRAS
XDO2 (CHANGE)
SETTINGS
DISPLAY TECHNICAL NAMES
XDO1 (CREATE)

35. AAAA ACCOUNT GROUP
AAAA COMPANY CODE
AA SALES ORG
SPECIFY THE DATA FOR THE FOLLOWING FIELDS
AA DISTRIBUTION CHANNEL
1) ACCOUNT GROUP: IT SPECIFY’S WEATHER THE CUSTOMER WE ARE CRATING IS
DIVISION AA
SP,SH.BP,PY ETC
ENTER
NOTE : THE ACOUNT GROUP CONTROL VIEWS AND FIELDS
3 VIEWS
2) CUSTOMER : IT SPECIFY THE CUSTOMER NUMBER
1) GENERAL DATA
3) COMPANY CODE : IT SPECIFY THE COMPANY CODE WITH, WHICH THE
2) COMPANY CODE DATA
CUSTOMER EXCUTES BUSINESS TRANSACTION
3) SALES AREA DATA
4) SALES ORGANISATION : IT SPECIFY THE SALES ORGANIZATION WITH WHICH
THE CUSTOMER EXCUTES THE SALES TRANSCATIONS
5) DIVISIONS: IT SPECIFY THE DIVISION FOR WHICH THE CUSTOMER EXCUTES FOR
SALES TRANSCATION

36. EX : 0001 SOLD TO PARTY
AAAA ACCOUNT GROUP
EX : 0001 SOLD TO PARTY
AAAA
AAAA COMPANY CODE
ACCOUNT GROUP
AA
AAAA SALES ORG CODE
COMPANY
AA
AA DISTRIBUTION CHANNEL
SALES ORG
DIVISION DISTRIBUTION CHANNEL
AA AA
DIVISION AA
ENTER
3ENTER
VIEWS
3 VIEWS
1) GENERAL DATA
1) GENERAL DATA
2) COMPANY CODE DATA
2) COMPANY CODE DATA
3) SALES AREA DATA
3) SALES AREA DATA
ENTER THE REQUIRED DATA FOR 3 VIEWS I THE
ENTER THE REQUIRED DATA FOR 3 VIEWS I
CUSTOMER MASTER AND SAVE IT
THE CUSTOMER MASTER AND SAVE IT

37. *NOTE EROR : WHILE CREATING THE
CUSTOMER ,IF WE GET THE EROR
“SALES AREA IS NOT DEFINED FOR
CUSTOMERS”
DEFINING COMMON DIVISION

38. DEFINING COMMON DISTRIBUTION
CHANNEL
SPRO
SALES AND DISTRIBUTION
MASTER DATA
DEFINE COMMON DISTRIBUTION CHANNEL

39. DEFINE COMMON DIVISION
SPRO
DEFINE
COMMON
SALES AND DSTRIBUTION DIVISIONS
MASTER DATA

40. DEFINING ACCOUNT GROUP
SPRO
DEFINE ACCOUNT
FINANCIAL ACCOUNTING GROUPWITH SCREEN LAY
OUT(CUSTOMERS)
ACCOUNT RECEIVEBLE AND ACCOUNT
PAYABLE
CUSTOMER ACCOUNTS
MASTER DATA
PREPARATION FOR CREATING FOR THE
CUSTOMER MASTER DATA

41. DEFINING ACCOUNT GROUP
EX 0001 SOLD TO PARTY
0002 GOODS RECEIPT(SHIP TO PARTY)
0003 PAYER
0004 BILL TO PARTY
IN THE DEFINATION OF ACCOUNT GROUP,WE CAN CONTROL THE FIELD
STATUS
IE,DEPENDING ON REQUIREMENT WE CAN MAKE A FIELD AS OPTIONAL
ENTRY OR REQUIRED ENTRY OR DISPLAY MODE OR SURPRESED IT IS ALSO
EX SALES AREADATA
SOLD TO PARTY ALL VIEWS
SHIP TO PARTY SALES /SHIPPING /BILLING (ONLYTAX
CLASSIFICATION)
PAYER SALES/BILLING
BILL TO PARTY SALES

42. CREATING NUMBER RANGE
SPRO
FINANCIAL ACCOUNTING
CREATING NUBBER
ACCOUNT RECEIVEBLE AND ACCOUNT PAYABLE
RANGE FOR
CUSTOMER ACCOUNT
CUSTOMER ACCOUNTS
MASTER DATA
PREPARATION FOR CREATING CUSOMER MASTER DATA

43. CREATING NUMBER RANGE
DISPLAY INTERVELS STATUS
SELECT THE BUTTON CHANGE INTERVELS
CHANGE INTERVELS
INSERT INTERVELS
ENTER INTERVEL OVER LAPE
TO CREATE A NEW NUMBER RANGE SELECT THE BUTTON INSERT
INTERVEL
FOR A NUMBER RANGE IF WE CHECK THE FIELD EXTERNAL IT
BECOME AN EXTERNAL NUMBERE RANGE IE, WHILE CREATING THE
CUSTOMERS WE HAVE TO MANUALLY SPECIFY FOR THE CUSTOMER
IF WE DON’T CHECK THIS FIELD IT BECOMES AN INTERNAL NUMBER
RANGE WHERE THE SYSTEM WILL AUTOMATICALLY PROCESS A
NUMBER FOR THE CUSTOMER
NOTE TO DELETE NUMBER RANGE,THE STATUS MUST BE INITIAL
{ZERO} 0 AS CREATING NUMBER RANGE IT HAS TO BE ASSINED TO
THE REQUIRED ACCOUNT GROUP

44. ASSIN NUMBER RANGE
SPRO
PREPARATION FOR
CREATING CUSTOMER
MASTER DATA
FINANCIAL ACCOUNT
ACCOUNT RECIVABLE AND ACCOUNT ASSIN NUMBER RANGE TO
PAYABLE CUSTOMER ACCOUNT
GROUP
CUSTOMER ACCOUNTS
EX : ACCOUNT GROUP
Z500 NO RANGE Z5 YOU
MASTER DATA CAN ASSIN

45. PATNER DETERMINATION
PROCEDURE
IN ORDER TO GET THE REQUIRED PARTNER FUNCTION IN TO
CUSTOMER MASTER RECORD .WE HAVE TO CONFIGURE
PARTNER DETERMINATION PROCEDURE
STEP 1
STEP 4
DEFINING PATNER FUNCTION PLACING THE
PATNER
FUNCTION IN
STEP 2
ASSIN PATNER FUNCTION S TO ACCOUNT GROUP PROCEDURE
STEP 5
ASSIN THE
PROCEDURE TO
STEP 3 ACCOUNT GROUP
DEFINING PATNER DETERMINATION PROCUDURE

46. PATNER DETERMINATION
PROCEDURE
SPRO
SET UP PATNER
DETERMINATION
FOR THE
SALES AND DISTRIBUTION CUSTOMER
MASTER
BASIC FUNCTION
PATNER DETERMINATION
SETUP PATNER DETERMINATION

47. PATNER DETERMINATION
STEP 1 PROCEDURE
DEFINING PATNER FUNCTION
GO TO PATNER FUNCTION
EX : POSITION
SP SP
TO CHECK ALREADY CREATED PATNER FUNCTION
FOR EACH PATNER FUNCTION WE NEED TO SPECIFY A
PATNER TYPE WHICH CONTROLS THE FUNCTIONALITIES OF THAT PATNER
EXAMPLE : FOR A PATNER FUNCTION IF WE SPECIFY THE PATNER TYPE
LI
I T BECOME AND IF THE PATNER IS KI
IT BECOMES VENDOR L
FOR A PATNER FUNCTION IF EW CHECK THE FIELD UNIQUE WE CAN HAVE
ONLY ONE PATNER OF THAT FUNCTION WITH IN A CUSTOMER MASTER
NOTE
SP IS ALWAYS UNIQUE

48. ASSIGNING PATNER FUNCTION TO
ACCOUNT GROUP
STEP 2
STEP 2
EXAMPLE
ACCOUNT GROUP
ACCONT GROUP
AAAA
NUMBER RANGE
FUNCTION ASSINMENT 11
GO TO NEW ENTRIES
AND ASSIGN THE REQUIRED PATNER
FUNCTION TO THE REQUIRED ACCOUNT
GROUP

49. DEFINING PATNER DETERMINATION
PROCEDURE
STEP 3 EXAMPLE
PATNER
BB
GO TO NAME
SHIP TO PARTY
PATNER DETERMINATION
PROCEDURE
GO TO NEW
ENTRIESAND CREATE
PROCEDURE AND SAVE
IT

50. PLACING THE PATNER FUNCTION IN
PROCEDURE
SELECT THE DETERMINATION PROCEDURE AND
GO TO PATNER FUNCTION IN PROCEDURE
GO TO NEW ENTRY AND ENTER THE REQUIRED
PATNER FUNCTIONS IN THE PROCEDURE
FOR THE PATNER FUNCTION IF WE CHECK THE FIELD
NOT MODIFIABLE IT CAN’T BE CHANGED IN THE
CUSTOMER MASTER AND IF WE CHECK THE FIELD
MANDATORY FUNCTION WE NEED TO HAVE
ATLEAST ONE PATNER OF THAT FUNCTION IN THE
CUSTOMER MASTER

51. ASSINING THE PROCEDURE TO
ACCOUNT GROUP
STEP 5
EXAMPLE
GO TO GROUP
AAAA
PATNER
PROCEDURE
PATNER DETERMINATION PROCEDURE ASSIGNMENT BB
SELECT THE REQUIRED ACCOUNT GROUP AND ASSIGN
THE PROCEDURE

52. HOW TO CONFIGURE THE PATNER
FUNCTIONS
DEFINING PATNER FUNCTION
ASSIN PATNER FUNCTION TO ACCOUNT
GROUP
DEFINING PATNER DETERMINATION
PROCEDURE
SELECT THE PATNER
DETERMINATION PROCEDURE
ASSIGN THE PROCEDURE TO
ACCOUNT GROUP

53. DEFINING PATNER FUNCTION
SET UP PATNER DETERMINATION PROCEDURE FOR
CUSTOMER SELECT
GO TO PATNER FUNCTION GO TO POSITION
SP SOLD T PARTY (WHO RAISE THE SALES ORDER)
SH SHIP TO PARTY ( WHO RECIVE THE GOODS)
PY PAYER(WHO IS THE RESPONSIBLE FOR PAYMENT)
BP BILL TO PARTY (WHO GET THE INVOICE)

54. ASSIN PATNER FUNCTION TO
ACCOUNT GROUP
GO TO ACCOUNT GROUP FUNCTION ASSINMENT SELECT ENTER 4
TIMES
AND
GO TO NEW ENTRIES SAVE
ACCOUNT
PATNER FUNCTION GROUP
SP V1V1
SH V1V1
BP V1V1
PY V1V1

55. DEFINING PATNER DETERMINATION
PROCEDURE
PATNER DETERMINATION PROCEDURE SELECT
2 TIMES ENTER
GO TO NEW ENTRIES AND SAVE
PATNER NAME
Z500 SOLD TO PARTY

56. SELECT THE PATNER
DETERMINATION PROCEDURE
SELECT THE PATNER DETERMINATION PROCEDURE
GO TO NEW ENTERIES
PATNER GROUP PART N M
4 TIMES ENTER
Z500 SP TICK TICK
AND SAVE
SH TICK
BP TICK
PY TICK

57. ASSIGN THE PROCEDURE TO
ACCOUNT GROUP
SELECT THE PATNER DETERMINATION PROCEDURE ASSINMENT
GO TO POSITION
CHOOSE YOUR ACCOUNT GROUP B1B1
ENTER
ASSIN PATNER DETERMINATION PROCEDURE
PATNER
GROUP DESCRIPTION PROCEDURE NAME
CUSTOMER SOLD TO
B1B1 ACCOUNT Z300 PARTY

58. EXTENDING THE CUSTOMER TO NEW
SALES AREA
SPECIFY THE ACCOUNT GROUP BY USING WHICH THE CUSTOMER IS
ALREADY CREATED
SPECIFY THE CUSTOMER FOR WHOME THE DATA HAS TO BE EXCUTED
SPECIFY THE COMPANY CODE
SPECIFY THE NEW SALES AREA TO WHICH THE CUSTOMER TO BE
EXCUTED
IN THE REFERENCE SECTION SPECIFY THE SAME CUSTOMER COMPANY
CODE AND SPECIFY THAT SALES AREA IN WHICH THE CUSTOMER IS
ALREADY CREATED
THE DATA WILL BE EXTENDED TO THE NEW SALES AREA AND SAVE IT
NOTE
AFTER THE DATA IS COPIED TO THE NEW SALES AREA IT REQUIRED IT
CAN BE CHANGED IN THAT SALES AREA
BUT THOSE CHANGES THAT HAVE BEEN MADE( ON THE SALES AREA
DATA VIEW ) ARE SPECIFIED TO THE PARTICULAR SALES AREA ONLY

59. PEDDADA VENKATA SURYA
peddada.babu @gmail.com
Created by peddada venkata surya
# 3-3-90/1 flat no 16
nacharam
Hyderabad
CELL : 994999 8657
MAIL : peddada.babu@gmail.com
venkat_surya1@ yahoo.com

60. PEDDADA VENKATA SURYA
peddada.babu @gmail.com
PEDDADA VENKATA SURYA
peddada.babu @gmail.com
Created by peddada venkata surya
# 3-3-90/1 flat no 16
nacharam
Hyderabad
CELL : 9949998657
MAIL : peddada.babu@gmail.com
venkat_surya1@ yahoo.com