Create Customer Master Data: SAP XD01

⚡ Smart Summary

Create Customer Master Data in SAP using transaction code XD01 establishes the primary record that drives sales, billing, and shipping. This walkthrough details account groups, the six XD01 entry screens, essential transaction codes, and the database tables SAP updates.

🗂️ Account Group: Account groups control field status, number assignment, and partner functions, deciding which customer fields are mandatory, optional, or suppressed.
🧭 Transaction Selection: XD01 creates customers centrally across general, company code, and sales area data, while FD01 covers company code and VD01 covers sales area.
⌨️ Six-Step Entry: Complete the address, control, payment, bank, and sales area screens in sequence, then save to generate the unique customer number.
🗄️ Underlying Tables: SAP stores the record across KNA1, KNB1, and KNVV, with related details in KNVP, KNBK, and KNVK.
🛠️ Maintenance Codes: Apply XD02, XD03, XD04, XD06, and XD07 to change, display, view documents, delete, or reassign account groups.

What Is Customer Master Data in SAP SD?

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-Codes to 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.

How to Create Customer Master Data Using SAP XD01

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.

After the customer master record is saved, the transaction codes below help you maintain, display, and reference it throughout its lifecycle.

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

FAQs

Customer numbers are controlled by the account group. Internal assignment lets SAP generate the next number automatically from the defined range, while external assignment requires the user to enter a number manually within the permitted interval.

Central creation with XD01 maintains general, company code, and sales area data together. VD01 maintains only general and sales area data, while FD01 handles general and company code data, making XD01 the most complete option.

Use XD05 to block a customer for functions such as order, delivery, or billing, and use XD06 to set a deletion flag. The record remains in the database until an archiving run removes it permanently.

AI assists by detecting duplicate records, validating addresses, enriching incomplete fields, and flagging anomalies. Machine learning models improve overall data quality and reduce the manual cleansing effort required across large customer datasets.

Yes. Intelligent automation and SAP Business AI can extract data from documents, suggest field values, and pre-fill XD01 screens. Human review still confirms accuracy before the new record is saved.