Create Customer Master - Shikshaglobe

Content Creator: Satish kumar


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.

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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.

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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.

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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.

Take the next step

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