Sales & Distribution

- Master Data -
SD Master Data - Core Elements

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me

M
ate
sto
Master

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ial
Data

Pricing
Sales & Distribution

- Master Data -
 Customer Master

G e n e ra l
D a ta

S a le s & D is tr ib u tio n Com pany Code

D a ta D a ta
 Customer Master
• Centralized data for both SD & FI
• Segmented into three sections
– General data - address & communication
– Company code data (FI) - banking and
payment information related to FI
– Sales data (SD) - pricing, delivery, output
• The sales data is specific to one sales
area and is therefore dependent on the
sales organization
Customer Master by Sales Area

Customer
• Sales Organization
• Distribution Channel
• Division
Customer Master — Address &
Communication

General Data — Address

Customer Name

Search Term

Street address, City,

Postal code, Country

Language

General Data — Communication

Telephone, Fax, Data numbers
 Customer Master — Control Data

General data — Control data

Account control : Vendor, Authorization

Trading partner, Group key

Tax information : Tax codes, Fiscal address

Country code, City code
VAT N, Tax jurisdiction code
Equalization tax, Sole proprietor
Tax on sls/pur.
Reference data
/ area : International Locator No.

Industry: Transport Zone

Express station
Train station
Location code
 Customer Master — Marketing
General Data — Marketing

Classification : Nielsen ID
Customer classification
Industry
Industry codes

Operating figures : Annual sales

Number of employees
Fiscal year variant

Sales prospecting : Legal status

Customer Master — Payment
Transactions
General Data —
Payment Transactions

Bank details Country

Bank Key
Account holder
Bank Account
Control Key
Collection
 Customer Master — Unloading Point
General Data —
Unloading points

Unloading point

Customer factory calendar

Default Unloading Point

Goods receiving hours

 Customer Master — Foreign Trade
General Data —
Foreign trade

Country key for export control of customer

Table of Denial Orders list (TDO)

Special Designated Nationals list (SDN)

Diversion High Risk Profile list (DHRP)

Usage and Classification

Customer Master — Contact Persons
General Data —
Contact persons

Name

Telephone number

Department

First name

Form of address (e.g. Mr., Ms.)

Function
 Customer Master — Accounting
Company Code Data Information
Accounting Information

Accounting info Reconciliation Account

Sort key
Head office

Interest calculation Interest indicator

Interest calculation frequency
Last key date

Reference data Buying group

 Customer Master — Payment
Company Code Data Transactions
Payment Transactions

Payment data: Payment terms

Tolerance group

Automatic
Payment
Transactions: Payment methods
Alternative payer
Lockbox
Customer Master — Correspondence
Company Code Data
Correspondence

Dunning data : Dunning procedure

Dunning recipient

Correspondence : Account number

at customer
Customer user

Payment
notices to : Customer
Sales
Accounting
Legal
 Customer Master — Insurance
Company Code Data
Insurance

Export credit
insurance : Policy number
Institution number
Amount insured
Valid until
Lead months
Deductible
 Customer Master — Sales
Sales Data — Sales area

Sales order : Sales district

Sales office
Sales group
Order probability
Item proposal
Account at customer

Pricing /
Statistics: Price group
Customer pricing procedure
Price list type
Customer statistical group
 Customer Master — Shipping
S & D Data — Shipping

Shipping : Delivery priority

Shipping conditions
Delivering plant
Order combination
Batch split allowed

Partial Delivery: Complete delivery

Partial delivery of item
Maximum part deliveries
 Customer Master — Billing
S&D Data — Billing

Billing section : Manual invoice maint.

Rebate
Pricing
Billing schedule
Invoice list schedule
Delivery and
payment terms : Incoterms
Payment terms
Accounting : Account assignment group

Taxes: Tax requirements for the customer

Customer Master — Partner Functions
S&D Data —
Partner functions

The different partners are assigned

• SP Sold-to-party
• BP Bill-to-party
• PY Payer
• SH Ship-to-party
• … additional Partner function(s)
 Customer Master — Accounting
Company Code Data Information
Accounting Information

Accounting info Reconciliation Account

Sort key
Head office

Interest calculation Interest indicator

Interest calculation frequency
Last key date

Reference data Buying group

 T-codes
Step-1:
VOR1:Assigning DC per SO for Master data
VOR2:Assigning Div per SO for Master data
Step-2
• XD01:Creating Customer
• XD02:Customer Edit/Change
• XD03:Customer Display