Master Data

Master Data Sales & Distribution

Company

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Topics

1. Introduction 2. Customer Master 3. Material Master 4. Condition records

Customer Master  Master data in SD   

Customer Master Material Master Condition Records

 Customer Master – It is created in coordination with Finance function.  Material Master – It is created in coordination with Materials Management function.  Condition Records – They are mainly created for Pricing. Others include output records.

Customer Master  Customer account group is necessary to create customers as per classification.  Main Account groups   

Sold-to party Ship-to party Bill-to party

 Customer Account group controls  

Customer number range Display / restrict data in the customer master screens

 Customer Master data is divided as below  

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Company code data – Data related to Financial accounting Sales Area data – Data controls sales document processing through order, delivery and billing stages General data – Data common across all company codes and sales area

Customer Master  Company code data – It is maintained by Finance department and key data for payment processing in FI accounting is captured. Key data is  Terms of payment  Reconciliation account

 Sales area data – It is maintained for Sales area. It is divided among sales, shipping and billing data 

Sales data – Key data is as below  Currency in which customer should be billed  Pricing related data

Customer Master 

Shipping data – Key data is as below  Shipping condition (Needed in the determination of Shipping point)  Delivering plant (To default in the sales order)  Partial delivery agreement

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Billing data – Key data is as below  Incoterms  Account assignment group  Tax data

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Partner function, Text data can be maintained for customer master

Material Master  Material master maintains key sales data to process material in the sales order processing. Sales data is maintained for a sales organization and distribution channel.  Key data is as below       

Delivering plant Tax data Quantity specifications Item category group Availability checking rule Shipping data like transportation and loading group

Material can be restricted for a distribution channel or all distribution channel for a specific period. Reason could be material is under development or the sale of the material is not allowed through a particular distribution channel.

Material Master  Division can be maintained in material master and thereby restricting usage of material for other sales areas. This is controlled via customizing.  Among other important data maintained in sales view of material master, Product Hierarchy can also be maintained. This is used to group materials by combining various features. This is a powerful feature for analysis of materials in groups.

Condition records  Condition records allow to store data in system and use it in sales documents.  Condition records are maintained for Pricing and Outputs among others.  For Pricing, pricing elements in business like discounts, prices, freight & surcharges data is stored in condition records.  For Outputs, the condition records are maintained to trigger automatically various outputs like Order Acknowledgement, Shipping notification, Invoice output.