How to Create Customer Master Data Centrally in SAP
The creation of customer data in SAP is an important process, the maintenance of customer master data enables effective relationship with customers.
You can create customer master data centrally in SAP by using the following navigation methods:
- SAP Menu –> Accounting –> Financial Accounting –> Accounts Receivable –> Master Records –>Maintain Centrally –> Create ( Create Customer )
- Transaction Code :- XD01.
Step 1: Enter transaction code “XD01” in the SAP command field and enter to continue.
Step 2: On Create Customer: Initial Screen, Update the following fields
- Account Group: Select the customer account group that you want create customer centrally
- Customer: If the number range for customer account group is assigned externally, then you need to assign the account number as per number range interval. Leave it black if number range intervals are maintained as internally.
- Company Code: Enter the company code key, under which company code customer account to be created in SAP
- Sales Area: Under sales are option, update Sales Organization, Distribution channel and Division.
Press enter to continue.
Step 3: On Create Customer: General Data Screen, Update the following details
- Address Details
- Control Data
- Payment Transactions
- Marketing
- Uploading points
- Export Data
Step 4: After maintain the required details under general data, click on company code data, and update the required details of
- Account information – Reconciliation account, sort key, cash management group, etc
- Interest calculation
- Reference data
- Payment transactions
Step 5: After maintaining all the required details in company code data, click on sales area data and update the following
- Sales – Sales Order, Pricing, Customer Hierarchy
- Shipping – Shipping, partial deliveries, general transportation data
- Billing documents, invoice dates, delivery and payment terms, etc
- Partner functions
After maintaining all the required details for customer master data, click on save button and save the details.
Successfully we have created customer master data in SAP System.