Master Data in Sales and Distribution
Contents:
●Customer Master Data
Topic Objectives
Master data is relevant for each process in sales and distribution.
Unit Business Scenario
●IDES AG adds new customers to its existing
?Several sources of data can be copied into a sales order or into another sales and distribution
document. Most of them are default values that you can overwrite in the sales and distribution document, if necessary.
These sources of data include, for example:
?Customer master data
?Material master data
?Condition master data (You create and maintain this master data in the sales and distribution master data for automatic pricing. This could be, for example, a material price or a customer discount).
?Output is information that is sent to the customer using various media, such as mail, EDI, or fax.
Examples include the printout of a quotation or an order confirmation, order confirmations using EDI, or invoices by fax.
?Control tables: You can create and maintain these tables in Customizing. The default values of
several data can be controlled in the sales and distribution documents, depending on the table settings.
?One sales document can serve as a source of data for another sales document. For example, a
quotation can serve as a data source for a sales order.
?The customer master groups data into categories: general data, sales area data, and company code
data.
?The general data is relevant for sales and distribution and for accounting. It is stored centrally (client-
specific), in order to avoid data redundancy. It is valid for all organizational units within a client.
?The sales area data is relevant for sales and distribution. It is valid for the respective sales area (sales
organization, distribution channel, division).
?The company code data is relevant for accounting. It is valid for the respective company code.
?The customer master includes all data necessary for processing orders, deliveries, invoices, and
customer payments.
?In order to maintain the general data in the customer master that is relevant for sales and distribution
and accounting, the data fields are grouped on several tab pages.
?The general data is maintained independently of the organizational units.
?The general data in the customer master is set out on the following tab pages:
?Address
?Control data
?Payment transactions
?Marketing
?Unloading points
?Export data
?Contact persons
?By changing the Customizing settings, you can hide certain fields on a tab page or make them
required entry fields.
?You can maintain the sales area data in various ways, depending on the sales area (sales organization,
distribution channel, division).
?The sales area data in the customer master is set out on the following tab pages:
?Orders
?Shipping
?Billing document
?Partner functions
?By changing the Customizing settings, you can hide certain fields on a tab page or make them
required entry fields.
?You store the partner functions for the customer master in the customer master sales area data (tab
page Partner functions). When processing a sales order, they are copied as default values into the documents.
?The following obligatory functions are necessary for sales order processing: Sold-to party, ship-to
party, bill-to party, and payer. In the course of processing a sales order, they can differ from each other or can be identical.
?Sold-to party: places the order.
?Ship-to party: receives goods or services.
?Bill-to party: receives the invoice for goods or services.
?Payer: is responsible for paying the invoice.
?Other partner functions, such as contact person or forwarding agent, are not necessary for sales order
processing.
?In order to maintain the company code data relevant for accounting in the customer master, the data
fields are grouped on several tab pages.
?You can maintan the company code data in various ways, according to the company code
?The company code data in the customer master comprises the following tab pages:
?Account management
?Payment transactions
?Correspondence
?Insurance
?By changing the Customizing settings, you can hide certain fields on a tab page or make them
required entry fields.
When you change a master record after having used it to create documents (orders, deliveries, billing documents, ...), the changes do not affect the documents already created. However, the address in the customer master is an exception. Therefore, if it was necessary, you would have to change the
data in the documents manually, except for the address.
?The material master is grouped into several views: Basic data, sales and distribution data, purchasing
data, various further data for engineering/design, accounting, costing, warehouse management, and so on.
?Basic data is relevant for all areas. It is valid for all organizational units within a client.
?Sales: sales organization data is relevant for sales and distribution. It is valid for the respective sales
organization and the distribution channel.
?The sales: plant data is also relevant for sales and distribution. It is valid for the respective delivering
plant.
?There is additional data for several other areas. This is valid for various organizational units.
?There are several tab pages in the material master, that are valid for sales and distribution: ?Basic data is relevant for all areas. It is maintained independently of organizational units. ?Sales Org. 1 data, Sales Org. 2 data, and the sales texts are valid for the sales organization and the distribution channel.
?Sales: General/Plant data and Foreign Trade: Export data is valid for the delivering plant.
?By changing the Customizing settings, you can hide certain fields on a tab page or make them
required entry fields.
?You can use this kind of processing to enter multiple materials with various divisions in a sales order.
?You can control the following in Customizing, according to the sales document type:
?Whether it is possible to enter multiple materials with various divisions for an order.
?The way the system is to respond (with or without warning message)
?Whether the division on item level is copied from the material master record or whether the
division in the document header is also copied into the item.
?You cannot use this kind of processing to enter multiple materials with various divisions in an order.
?This can be controlled in Customizing, according to the sales document type.
?You can use the customer-material information to record data for a combination of certain
customers and materials.
?If a customer-material info exists for a customer and a material, these default values are preferred to
the values from the customer or the material master when processing a document (order, or delivery) ?You can use the customer-material information record to maintain the following data:
?Cross-reference from your customer's material number to your material number and the customer's material description.
?Specific shipping information for this customer and material (such as delivery tolerances,
specifying if the customer accepts partial deliveries, or the default delivering plant).
?Sales orders can be placed with the customer's material number by using the Ordering Party tab page.
?The system finds the associated material master via the customer-material information.
?Output is information that is sent to the customer using various media, such as mail, EDI, or fax.
Examples include: the printout of a quotation or an order confirmation, order confirmations using EDI, or invoices by fax.
?As with pricing, output determination takes place using the condition technique.
?Output can be sent for various sales and distribution documents (order, delivery, billing document) ?In the output master data, you define the transmission medium, the time, and the partner function for
an output type.
?Output types include, for example: quotation, order confirmation, invoice.
?Partner functions include, for example: sold-to party, ship-to party, and bill-to party.
?Transmission media include, for example: printer, telex, fax, mail, EDI.
?Times at which output is sent include: immediately when saving, or by using a standard program
(RSNAST00) that is run regularly.
?The layout of an output is defined by a form in SAPscript. The form is assigned to an output type.
?Each sales and distribution document contains data required for the document and for further
processing.
?The system determines which fields are displayed in the incompletion log when the user does not fill
them during sales order processing.
?The incompletion log will be displayed a) automatically when you save your entries. You can also
call it by choosing Edit -> Incompletion log.
?In Customizing, you can decide which fields should be part of the incompletion log.
?The incompletion log functions are available in the sales order and in the delivery.
?The condition master data includes prices, surcharges and discounts, freights, and taxes.
?You can define condition master data (condition records) to be dependent on various data. You can,
for example, maintain a material price customer-specifically or define a discount to be dependent on the customer and the material pricing group.
?In Customizing, you can control the data on which prices, surcharges and discounts, freights or taxes
can be dependent. (You can define conditions to be dependent on any document fields). Frequently
occurring cases have already been set in the standard system.