Foundation
Client Master is Primary expert information in SAP SD. To make Customer Master we want Account Group. Account Group: Account Group is gathering of comparable records. The expert records in the client pecking order are constrained by their record gatherings.
It decides Optional, Mandatory and Not Requires data for Customer.
Accomplice Functions is likewise connected with Account Group.
Account Group characterizes the way, numbers are allocated to client.
T-Code for Create Customer ace - FD01/XD01/VD01
1. Access
the CRM System: Log in to your CRM system or database management software
with the appropriate credentials and permissions.
2. Navigate
to Customer Records: Locate the section or module dedicated to customer
management. This is where you'll create the customer master record.
3. Initiate
Customer Creation: In the customer management section, find and click on an
option like "Create New Customer" or "Add Customer."
4. Fill
in Customer Details:
·
Customer Name: Enter the full legal name
of the customer or the business name.
·
Contact Information: Provide the
customer's contact details, including phone numbers, email addresses, and
physical addresses. Ensure accuracy to facilitate communication.
·
Billing Information: If applicable,
include billing details such as billing address and preferred payment methods.
·
Shipping Information: Include shipping
addresses if they differ from the billing address.
·
Tax Identification Number (TIN): For
business customers, record their TIN or VAT number, if required for tax
purposes.
·
Customer Category: Assign the customer to
an appropriate category or segment based on your business's criteria. This can
help with targeted marketing and sales strategies.
·
Credit Limit: Specify the maximum credit
amount or credit limit the customer is eligible for, if applicable.
5. Assign
Account Manager: If your organization assigns account managers to
customers, select or assign the appropriate manager to this customer.
6. Set
Communication Preferences: Record the customer's communication preferences,
such as their preferred method of contact (e.g., email, phone) and their
consent for receiving marketing materials.
7. Notes
and Comments: Use this section to include any additional notes or comments
about the customer that can help your team understand their needs and
preferences better.
8. Save
the Record: After filling in all the necessary information, click the
"Save" or "Create" button to save the customer master
record in the database.
9. Review
and Verification: It's essential to double-check the information entered to
ensure accuracy and completeness.
10. Integration
with Other Systems: If your CRM system integrates with other business
systems, make sure that the customer master record is synchronized across these
platforms.
11. Confirmation:
After successfully creating the customer master record, you may receive a
confirmation message or notification.
12. Ongoing Maintenance: Regularly update the customer master record as needed. Customer details can change over time, and keeping the information up-to-date is crucial for effective customer management.
FD01-Company code level and information will be put away in tables KNA1 and KNB1.
XD01-Include deals region and information will be put away in tables KNA1, KNB1 and KNVV (With organization code information).
VD01 - Include deals region and information will be put away in tables KNA1, KNB1 and KNVV (w/o Company code information).
We will involve here XD01 for Customer Master Creation.
Enter T-Code XD01 in Command field.
Enter the title and name of client.
Enter search term, for looking through client.
Go into Street/House Number.
Enter District/Postal code/City/Country/Region.
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 insight regarding bank, click on Bank Data Button.
Enter deals region information
Click on deals region button on application instrument bar.
Enter Customer valuing technique/Shipping information/Partner capabilities.
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