Create Customer Master Data: SAP XD01
Background
Customer Master is Primary master data in SAP SD. To create Customer Master we need Account Group. Account Group: Account Group is accumulation of similar accounts. The master records in the customer hierarchy are controlled by their account groups.
- It determines Optional, Mandatory and Not Requires information for Customer.
- Partner Functions is also linked with Account Group.
- Account Group defines the way, numbers are assigned to customer.
T-Code for Create Customer master – FD01 / XD01 / VD01
- FD01- Company code level & data will be stored in tables KNA1 and KNB1.
- XD01- Include sales area & data will be stored in tables KNA1, KNB1 and KNVV (With company code data).
- VD01 – Include sales area & data will be stored in tables KNA1, KNB1 and KNVV (w/o Company code data).
We will use here XD01 for Customer Master Creation.
Step 1) Enter T-Code XD01 in Command field.
Step 2) Enter the detail in Address Tab screen as below-
- Enter the title and name of customer.
- Enter search term, for searching customer.
- Enter Street / House Number.
- Enter District / Postal code / City / Country / Region.
Step 3) Enter Data in Control Data Tab Screen Field
- Enter Tax Number
Step 4) Enter Data on Payment Transactions tab.
- Click on the Payment Transaction tab.
- Enter Bank City / Bank Key / Bank Account / Account Holder Name.
- To enter more detail about bank, click on Bank Data Button.
After Click on Bank data Button ,below screen appear-
- Enter bank name / region
- Enter City
- Enter Swift Code
Click on Tick Button.
Step 5) Enter sales area data-
- Click on sales area button on application tool bar.
- Enter Customer pricing procedure / Shipping data / Partner functions.
Step 6) Save the record.
Click on Save Button.
Customer Will be created with Customer number.
Main Transaction Codes in a Customer Master
Transaction Codes | Description |
---|---|
XD01, XD02, XD03 | Used to create/change/display customer centrally |
VD01,VD02,VD03 | Used to create/change/display customer sales area |
FD01,FD02,FD03 | Used to create/change/display customer company code |
XD04 | Display change documents |
XD05 | Display change documentsUsed to block Customer − Global, order, delivery, billing, sales area, etc. |
XD06 | Used for deletion |
XD07 | Change Account Group |
VAP1 | Create Contact Person |
Key tables in Customer Master
Table Name | Description |
---|---|
KNA1 | General Information |
KNB1 | Company Code |
KNVV | Sales Area |
KNBK | Bank Data |
VCNUM | Credit Card |
VCKUN | Credit Card Assignment |
MASSKNVK | General Data in Customer Master |
KNVK | Contact Person |
KNVP | Partner Functions |
MASSKNVK | Contact Partner |
MASSKNVD | Record sales request form |
KNVL | Customer Master Licenses |
KNVI | Tax Indicator |
KNVA | Unloading Points |
KNAS | VAT registration numbers general section |