--- description: In this tutorial, it is shown how to create a Customer Master Data. Enter Transaction code FD01 in SAP Command Field title: "SAP Customer Master Data Tutorial: Create, Display, Block & Delete" image: https://www.guru99.com/images/sap-customer-master-data-tutorial.png --- [Skip to content](#main) **โšก Smart Summary** Customer Master Data in SAP FI stores the central records that drive accounts receivable postings, billing, and dunning. This walkthrough explains what the records contain, why they matter, and how to create, display changes, block, and delete a customer using the standard FD transaction codes. - ๐Ÿ‘ฅ **Single source of truth:** Customer master records consolidate general data, company code data, and sales area data so finance, sales, and credit teams all reference the same record. - ๐Ÿ—‚๏ธ **Create with FD01 or XD01:** Use FD01 for finance-only views or XD01 when sales area data is required, then maintain address, control data, reconciliation account, and payment terms. - ๐Ÿ’ผ **Audit changes with FD04:** The change display lists old and new values per field, which supports SOX controls, internal audit, and dispute resolution on key fields like payment terms. - โœ… **Block before delete:** FD05 sets posting or order blocks at general or company code level, while FD06 flags deletion that runs through the archiving program before the record is removed. - ๐Ÿงช **AI is changing master-data work:** Modern tools and SAP Joule now assist with deduplication, country and tax validation, and steward review, reducing manual cleanup on the customer master. Read More ![SAP Customer Master Data Tutorial](https://www.guru99.com/images/sap-customer-master-data-tutorial.png) ## What Is Customer Master Data in SAP? The customer master holds every piece of information SAP needs to bill, collect, and report against a customer. It is split into three views: general data (address, contact, control fields) that is shared across the client, company code data (reconciliation account, payment terms, dunning) that is finance-specific, and sales area data (shipping, pricing, billing) that is maintained when the record is used in SD. A single record drives accounts receivable line items, dunning runs, credit checks, and statutory reports, so accuracy here ripples through the entire order-to-cash cycle. ## Why Master Data Quality Matters Duplicate records, missing tax IDs, or wrong reconciliation accounts cause failed postings, blocked invoices, and audit findings. Most accounts receivable cleanup projects trace back to poor customer master discipline. Setting up the record correctly the first time, and reviewing changes with FD04, keeps the subledger reconciled to the general ledger and prevents downstream surprises during month-end close. ## Transactions You Will Use - **FD01** โ€“ Create customer (finance view, general data and company code data only). - **XD01** โ€“ Create customer (centrally, includes sales area data). - **FD02 / XD02** โ€“ Change customer. - **FD03 / XD03** โ€“ Display customer. - **FD04** โ€“ Display customer changes. - **FD05** โ€“ Block a customer. - **FD06** โ€“ Mark a customer for deletion. In this tutorial, you will learn: - How to create a customer master record - How to display changes in the customer master - How to block or delete a customer ## How to Create a Customer Master Data Use transaction **FD01** to create a finance-only customer record. If the customer is also used in Sales and Distribution, use **XD01** instead so the sales area data is captured in the same flow. **Step 1)** Enter transaction code **FD01** in the [SAP](https://www.guru99.com/sap-training-hub.html) command field. [![Create a Customer Master Data in SAP]()](https://www.guru99.com/images/sap/2012/05/Custcreat01.png) **Step 2)** In the initial screen, enter the following: 1. Select the account group. 2. Enter a unique customer ID according to the number range assigned to the account group. 3. Enter the company code in which you want to create the customer. **Step 3)** Press **Enter**. [![Create a Customer Master Data in SAP]()](https://www.guru99.com/images/sap/2012/05/Custcreat02.png) **Step 4)** On the next screen, select the **Address** tab and enter: 1. The name of the customer. 2. A search term used to look up the customer ID later. 3. Street and house number. 4. Postal code and city. 5. Country and region. [![Create a Customer Master Data in SAP]()](https://www.guru99.com/images/sap/2012/05/Custcreat031.png) **Step 5)** Choose the **Control Data** tab. If the customer belongs to a corporate group, enter the corporate group key here so consolidated reporting can roll the record up correctly. [![Create a Customer Master Data in SAP]()](https://www.guru99.com/images/sap/2012/05/Custcreat041.png) **Step 6)** Click the **Company Code Data** button to move from general data into the finance-specific views. [![Create a Customer Master Data in SAP]()](https://www.guru99.com/images/sap/2012/05/Custcreat09.png) **Step 7)** Select the **Account Management** tab and enter the reconciliation account. This is the general ledger account that all postings on this customer will hit, so it must match your chart of accounts setup. [![Create a Customer Master Data in SAP]()](https://www.guru99.com/images/sap/2012/05/Custcreat051.png) **Step 8)** Select the **Payment Transactions** tab and enter the terms of payment. These default into every invoice for this customer and drive dunning and cash-flow forecasts. [![Create a Customer Master Data in SAP]()](https://www.guru99.com/images/sap/2012/05/Custcreat061.png) **Step 9)** Choose **Save**. [![Create a Customer Master Data in SAP]()](https://www.guru99.com/images/sap/2012/05/Custcreat07.png) **Step 10)** Check the status bar at the bottom of the screen to confirm the customer master record has been created. The customer number is shown here for the new record. **Don't Miss:** - [Define Posting Period Variant Tcode in SAP](https://www.guru99.com/how-to-define-posting-period-variant.html) - [FB75 Tcode in SAP: Credit Memo Tutorial](https://www.guru99.com/how-to-post-a-sales-returns-credit-memo.html) - [FBRA: How to Reset Cleared Items in SAP](https://www.guru99.com/how-to-reset-ar-cleared-items.html) - [SAP FICO PDF: FI Module Study Material \[Download Notes\]](https://www.guru99.com/sap-fico-pdf.html "SAP FICO PDF: FI Module Study Material [Download Notes]") ## How to Display Changes in Customer Master Once a record is live, every edit needs to be traceable. Transaction **FD04** shows the audit trail of which fields changed, who changed them, and the old versus new values. This is essential for internal audit and for resolving disputes when a customer claims a different payment term or address. **Step 1)** Enter the transaction code **FD04** in the SAP command field. [![Display Changes in Customer Master in SAP]()](https://www.guru99.com/images/sap/2012/06/CustDisCh01.png) **Step 2)** On the next screen, enter the following: 1. The customer account number. 2. The company code. [![Display Changes in Customer Master in SAP]()](https://www.guru99.com/images/sap/2012/06/CustDisCh02.png) **Step 3)** On the next screen, select the field from the list of changed fields you want to review. [![Display Changes in Customer Master in SAP]()](https://www.guru99.com/images/sap/2012/06/CustDisCh03.png) **Step 4)** The next screen lists the new value and old value of the field, together with the user ID and timestamp of the change. [![Display Changes in Customer Master in SAP]()](https://www.guru99.com/images/sap/2012/06/CustDisCh04.png) ## How to Block or Delete a Customer When a customer is no longer active, the right action is rarely an immediate delete. SAP separates blocking from deletion so the data stays in the system for reporting while preventing new postings or orders. - **Block** a customer to stop further posting or sales activity. - **Mark for deletion** when the record should be archived and removed. ### Block a Customer **Step 1)** Enter transaction code **FD05** in the SAP command field. [![Block a Customer in SAP]()](https://www.guru99.com/images/sap/2012/06/CustBkDel01.png) **Step 2)** On the next screen, enter the following: 1. The customer ID to be blocked. 2. The company code of the customer for which the company code data is to be blocked. [![Block a Customer in SAP]()](https://www.guru99.com/images/sap/2012/06/CustBkDel02.png) **Step 3)** On the next screen, check the block indicator for the data to be blocked. You can block at general level (all company codes) or at the specific company code level. [![Block a Customer in SAP]()](https://www.guru99.com/images/sap/2012/06/CustBkDel03.png) **Step 4)** Press **Save** to commit the block. [![Block a Customer in SAP]()](https://www.guru99.com/images/sap/2012/06/CustBkDel04.png) ### Delete a Customer **Step 1)** Enter transaction code **FD06** in the SAP command field. [![Delete a Customer in SAP]()](https://www.guru99.com/images/sap/2012/06/CustBkDel05.png) **Step 2)** On the next screen, enter the following: 1. The customer ID to be deleted. 2. The company code of the customer for which the company code data is to be deleted. [![Delete a Customer in SAP]()](https://www.guru99.com/images/sap/2012/06/CustBkDel06.png) **Step 3)** On the next screen, check the deletion flag for the data to be deleted. The record stays in the system until the archiving program runs. [![Delete a Customer in SAP]()](https://www.guru99.com/images/sap/2012/06/CustBkDel07.png) **Step 4)** Press **Save** to mark the record for deletion. [![Delete a Customer in SAP]()](https://www.guru99.com/images/sap/2012/06/CustBkDel081.png) ## Verify the Record Behaves Correctly After saving, run a quick verification cycle: open **FD03** to confirm general data and company code data are populated, post a test invoice in a sandbox client to validate the reconciliation account and payment terms, then run **FD04** to confirm the change log captured the creation. For a blocked or deleted record, try posting an FB70 invoice and confirm SAP returns the expected block message. ## FAQs ๐Ÿงญ What is the difference between FD01 and XD01? FD01 creates a customer in FI only, capturing general data and company code data. XD01 is the central transaction and also captures sales area data, which is required when the customer is used in Sales and Distribution for orders and billing. ๐Ÿ”’ What does the reconciliation account control? The reconciliation account is the general ledger account that all postings to this customer automatically update. It keeps the accounts receivable subledger reconciled to the general ledger and cannot be posted to directly. ๐Ÿ—‘๏ธ Does FD06 delete the customer immediately? No. FD06 only flags the record for deletion. The customer is physically removed only when the SAP archiving program runs and confirms there are no open items, allowing the data to be safely archived and purged. ๐Ÿค– Can AI help deduplicate the customer master? Yes. AI-based matching tools compare names, addresses, and tax IDs across the customer master to flag likely duplicates that fuzzy logic alone misses. Stewards then review the suggested merges, which cuts cleanup effort on large AR books significantly. โœจ How does SAP Joule support a master-data steward? SAP Joule, the generative AI copilot, can summarize change history, propose missing fields, validate tax and country codes, and draft steward notes. It speeds review queues and helps catch incomplete records before they are saved and used downstream. #### Summarize this post with: ChatGPTPerplexityGrokGoogle AI **Stay Updated on AI** **Get Weekly AI Skills, Trends, Actionable Advice.** ##### Sign up for the newsletter Subscribe for Free You have successfully subscribed. Please check your inbox. ![AI-Newsletter]() Chosen by over **350,000+** professionals [Scroll to top](#wrapper) ร— Search for: ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://www.guru99.com/#organization","name":"Guru99","sameAs":["https://www.facebook.com/Guru99Official","https://twitter.com/guru99com"],"logo":{"@type":"ImageObject","@id":"https://www.guru99.com/#logo","url":"https://www.guru99.com/images/guru99-logo-v1-150x59.png","contentUrl":"https://www.guru99.com/images/guru99-logo-v1-150x59.png","caption":"Guru99","inLanguage":"en-US"}},{"@type":"WebSite","@id":"https://www.guru99.com/#website","url":"https://www.guru99.com","name":"Guru99","publisher":{"@id":"https://www.guru99.com/#organization"},"inLanguage":"en-US"},{"@type":"ImageObject","@id":"https://www.guru99.com/images/sap-customer-master-data-tutorial.png","url":"https://www.guru99.com/images/sap-customer-master-data-tutorial.png","width":"700","height":"250","caption":"SAP Customer Master Data Tutorial","inLanguage":"en-US"},{"@type":"BreadcrumbList","@id":"https://www.guru99.com/how-to-create-a-customer-master-data.html#breadcrumb","itemListElement":[{"@type":"ListItem","position":"1","item":{"@id":"https://www.guru99.com","name":"Home"}},{"@type":"ListItem","position":"2","item":{"@id":"https://www.guru99.com/sap-fico-training-tutorials1","name":"SAP FICO"}},{"@type":"ListItem","position":"3","item":{"@id":"https://www.guru99.com/how-to-create-a-customer-master-data.html","name":"SAP Customer Master Data Tutorial: Create, Display, Block & Delete"}}]},{"@type":"WebPage","@id":"https://www.guru99.com/how-to-create-a-customer-master-data.html#webpage","url":"https://www.guru99.com/how-to-create-a-customer-master-data.html","name":"SAP Customer Master Data Tutorial: Create, Display, Block & Delete","dateModified":"2026-06-24T18:20:28+05:30","isPartOf":{"@id":"https://www.guru99.com/#website"},"primaryImageOfPage":{"@id":"https://www.guru99.com/images/sap-customer-master-data-tutorial.png"},"inLanguage":"en-US","breadcrumb":{"@id":"https://www.guru99.com/how-to-create-a-customer-master-data.html#breadcrumb"}},{"@type":"Person","@id":"https://www.guru99.com/author/mason","name":"Mason Garcia","description":"I'm Mason Garcia, an SAP CRM, FICO, and HANA Consultant, specializing in configuring and optimizing SAP systems for enhanced business performance.","url":"https://www.guru99.com/author/mason","image":{"@type":"ImageObject","@id":"https://www.guru99.com/images/mason-garcia-author.png","url":"https://www.guru99.com/images/mason-garcia-author.png","caption":"Mason Garcia","inLanguage":"en-US"},"worksFor":{"@id":"https://www.guru99.com/#organization"}},{"articleSection":"SAP FICO","headline":"SAP Customer Master Data Tutorial: Create, Display, Block & Delete","description":"In this tutorial, it is shown how to create a Customer Master Data. 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