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HOW to maintain customer master record for sold-to party ?

former_member617185
Participant
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Is there anybody could help me ? thanks first

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Answers (6)

Answers (6)

Former Member
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2.1 Customer Master

2.1.1 Account Group

2.1.1.1 Maintain Number Range for Account Group

Use

The purpose of this activity is to control number range of Account Group.

Procedure

Access the activity using one of the following navigation options:

IMG --> Financial Accounting (New) --> Accounts Receivable and Accounts Payable --> Customer Accounts --> Master Data --> Preparations for Creating Customer Master Data --> Create Number Ranges for Customer Accounts --> Select the Icon to maintain Number Range

Transaction Code: SPRO

Data to be maintained:

No | From | To | Current No | Ext (Tick in Check Box)

01 | 0000000001 | 0000099999 | 0 | No

02 | 0000100000 | 0000299999 | 0 | No

XX | A | ZZZZZZZZZZ | Yes

2.1.1.2 Assign Number Range to Account Group

Use

The purpose of this activity is to maintain number range of Account Group.

Procedure

Access the activity using one of the following navigation options:

IMG > Financial Accounting (New) > Accounts Receivable and Accounts Payable > Customer Accounts > Master Data > Preparations for Creating Customer Master Data > Assign Number Ranges to Customer Account Groups

Transaction Code : SPRO

Data to be maintained:

Group | Name | Number Range

0001 | Sold-to party | XX

0002 | Goods recipient | XX

0003 | Payer | XX

0004 | Bill-to party | XX

2.1.1.3 Define Account Groups with Screen Layout (Customers)

Use

In this step, you determine the account group of the customer.

Procedure

Access the activity using one of the following navigation options:

IMG > Financial Accounting (New) > Accounts Receivable and Accounts Payable > Customer Accounts > Master Data > Preparations for Creating Customer Master Data > Define Account Groups with Screen Layout (Customers)

Transaction Code : SPRO

The groups indicated below are a few examples. There are many groups in Standard SAP & if we require additional Group, it can be copied from appropriate group & maintained.

Group | Name

0001 | Sold-to party

0002 | Goods recipient

0003 | Payer

0004 | Bill-to party

0005 | Prospective customer

0006 | Competitor

Select Sold-to-party > go to Details > Double Click on General data / Company code data / Sales data. It will take to next screen which details Tab Pages of General data / Company code data / Sales data. Double Click on Tab Page for example: Address, Control, Marketing & so on. Here you can maintain whether the field is to be Suppress, Req. Entry, Opt. entry or Display

2.1.2 Process to Create Customer Master

2.1.2.1 Initial Screen of Customer Master Maintainance

Use

The purpose of this activity is to maintain Customer Master Data. Customer Master Can be created for Sales & Distribution, in which it will be possible to maintain General Data Tab & Sales Area Tab. Alternatively it is also possible to maintain Complete / FI, in which it is possible to maintain General Data, Company Code Data & Sales Area Data (Complete) or General Data & Company Code (F1)

Procedure

Access the activity using one of the following navigation options:

SAP Easy Access > Logistics > Sales and Distribution > Master Data > Business Partner > Customer > Create > Sales and Distribution / Complete

Transaction Code : VD01 / XD01

Fields to be maintained in Initial Screen (referring Complete):

Field - Functionality

Account Group - Take a drop down & select appropriate Account Group

Customer Enter manually

Company Code - Take a drop down

Sales Organization - Take a drop down

Distribution Channel - Take a drop down

Division - Take a drop down

A Customer can be created with reference to an existing Customer & necessary data can be changed.

Reference

Field - Functionality

Customer - Enter manually

Company Code - Take a drop down

Sales Organization - Take a drop down

Distribution Channel - Take a drop down

Division - Take a drop down

2.1.2.2 General Data of Customer Master Maintenance

Use

The purpose of this activity is to maintain General Data. General Data is applicable to the customer centrally. Incase of extending Customer to another Sales Area, General data will remain the same.

Procedure

Fields to be maintained are as under:

<u>ADDRESS</u>

Field - Functionality

Title - Take a drop down

Name - Enter manually

Search Term - Enter Manually (Optional)

Street - Enter Manually (Optional)

House No - Enter Manually (Optional)

Postal Code - Enter manually

City - Enter manually

Country - Take a drop down

Region - Take a drop down

<u>Control Data</u>

Field - Functionality

Vendor - Enter Manually (Optional) – To establish Customer Vendor Relationship.

Trading Partner - To be maintained incase of Inter-company Customer,

The above is for Illustration purpose. Please ensure to maintain the fields required.

2.1.2.3 Company Code Data of Customer Master Maintenance

Use

The purpose of this activity is to maintain Company Code Data. This is maintained by an FI person.

Procedure

Fields to be maintained are as under:

<u>Account Management</u>

Field - Functionality

Recon. Account - Take a drop down (Mandatory)

<u>Payment Transaction</u>

Field - Functionality

Terms of payment - Take a drop down.

The above is for Illustration purpose. Please ensure to maintain the fields required.

2.1.2.4 Sales Area Data of Customer Master Maintenance

Use

The purpose of this activity is to maintain Company Code Data. This is maintained by an FI person.

Procedure

Fields to be maintained are as under:

<u>Sales</u>

Field- Functionality

Sales Office - Take a drop down & maintain the appropriate SBU

Currency - Maintain the local / export currency.

Exch. Rate Type- Maintain ‘M’, incase of export / inter-company(if required) only.

Cust. Pric. Proc -This is maintained to pick the pricing procedure in Sales Order & Billing Document. It should always be maintained.

Customer Stat. Gr - This is recommended to be maintained to enable the data to flow to SAP standard report.

<u>Shipping</u>

Field -Functionality

Delivery Priority - Take a drop down & maintain the appropriate for Delivery purpose.

Order Combination - Maintain the tick

Shipping Condition -Take a drop down & maintain the appropriate for Delivery purpose.

Delivery Plant - Take a drop down & maintain the appropriate Plant.

<u>Billing</u>

Field - Functionality

Incoterm - Take a drop down & select. Maintain the Description manually.

Terms of payments -Take a drop down & select.

Account assignment Group -Take a drop down & maintain the appropriate. This is very important to be maintained, else it will give an error to release the billing document to accounting.

Tax - Take a drop down & select ‘0’ or appropriate.

The above is for Illustration purpose. Please ensure to maintain the fields required.

Regards,

Rajesh Banka

Reward points if helpful

Former Member
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dear qq1

Please let me know the partner functions that have been assigned to ur particular account group. I feel there might be some problem in partner determination. Incase if you want to have an idea as how i encountered the same problem Please read the thread Err: No customer master record exists for xxxx?

Former Member
0 Kudos

hi,

1) go to XD01

2) select account group as 0001

3) Enter the company code in which you want to create customer

4) Enter the sales area

5) fill in the required fields save it.

6) Create S.O -> giving the same customer you created and also the same sales area.

It should work.

regards

sadhu kishore

former_member204513
Active Contributor
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Hiii,

Go to transaction XD01 in that screen you enter the fallowing data.

Account group 0001-Sold-to-party

Company code-Under which company code you need to create sold-to-party.

Sales organisation-Under which sales organisation you need to create,

Distribution channel-Under which Distribution channel you need create.

Division -Under which Division you need to create.

Press enter system will take you to the address data tab there you need to enter the address of the customer.

Like wise you can maintain the data in the company code data tab and sales area data tab .

I hope it will help you

Regards,

Murali.

Former Member
0 Kudos

Hi,

Create the customer master record by using XD01, for sold-to-party select the account group as 0001. You may use transaction code VD01 also.

Prase

former_member617185
Participant
0 Kudos

I have created the costomer ts50a for sold-to party in xd01, but when i create so ,it still showd an erro with 'No customer master record exists for sold-to party TS50A'. who can tell me the reason ? thks

Former Member
0 Kudos

HI,

I thinkYou are not maintained partener determination procedure.

If not maintained go to

IMG- SD-BASIC FUNCTIONS----SET UP PARNTER DETERMINATION PROCEDURE.

rewards if helpful

THANKS

Former Member
0 Kudos

run XD01 and take acc.group 0001