This document provides an overview of creating customer and material masters in SAP SD. It explains how to create a customer master record using transaction code XD01 and populate fields like address, payment details, sales area. It also discusses creating material stock using transaction code MB1C, creating a customer material info record with VD51, and getting a material stock overview with MMBE. The document concludes by explaining how to create a material master for the sales view using transaction code MM01.

1. SAP SD TRAINING IN CHENNAI
DEMO PART-1
BY Creating Experts
Contact us:8122241286
http://thecreatingexperts.com/sap-sd-training-in-chennai/

2. Introduction to SAP SD
 The SAP SD module is one of the primary
ERP module developed by SAP. SAPservice
and distribution deals in better management
of sales and customer distribution data and
processes in organizations. It works closely
with other SAPmodules towards effective
process work

3. Create Customer Master
Background
 Customer Master is Primary master data in
SAP SD.To create Customer Master we need
Account Group. Account Group:Account
Group is accumulation of similar accounts.
The master records in the customer hierarchy
are controlled by their account groups.

4.  It determines Optional, Mandatory and Not
Requires information for Customer.
 Partner Functions is also linked with Account
Group.
 Account Group defines the way, numbers are
assigned to customer.
 T-Code for Create Customer master - FD01 /
XD01 /VD01
 FD01- Company code level & data will be
stored in tables KNA1 and KNB1.

5.  XD01- Include sales area & data will be stored
in tables KNA1, KNB1 and KNVV (With
company code data).
 VD01 - Include sales area & data will be
stored in tables KNA1, KNB1 and KNVV (w/o
Company code data).
 We will use here XD01 for Customer Master
Creation.

6. Step 1 - EnterT-Code XD01 in Command
field.
Step 2 - Enter the detail in AddressTab
screen as below-
 Enter the title and name of customer.
 Enter search term, for searching customer.
 Enter Street / House Number.
 Enter District / Postal code / City / Country /
Region.

7. Step - 3 - Enter Data in Control DataTab
Screen Field
 EnterTax Number
Step -4 - Enter Data on PaymentTransactions
tab.
 Click on the PaymentTransaction tab.
 Enter Bank City / Bank Key / Bank Account /
Account Holder Name.
 To enter more detail about bank, click on Bank
Data Button.

8.  After Click on Bank data Button ,below screen
appear-
 Enter bank name / region
 Enter City
 Enter Swift Code
 Click onTick Button.
Step-5 - Enter sales area data-
 Click on sales area button on application tool bar.
 Enter Customer pricing procedure / Shipping
data / Partner functions.

9. Step - 6 - Save the record.
 Click on Save Button.
 CustomerWill be created with Customer
number.

10. Creating Customer Number
Ranges
Step -1Customer Number Range and
Assignment
 EnterT-Code XDN1 in command bar and
press enter
Step-2
 We now create Customer Number Ranges.
Click on Intervals Create Button.

11. Step - 3
 A screen name Maintain Number Range Intervals
appear.
 Click on +Interval Button.
Step - 4
 Screens as below appear.
 Give the number range.
 Click on save button.
A message display "The changes were saved".

12. Assigning Number Change to
Customer Account Group
Step - 5 Assign Number Range to Customer
Accounts groups
 EnterT-Code -OBAR in Command Bar.
 Assign Number range to Customer Account
Group.
 Save the screen.
A message display "The changes were saved".

13. Creating Partner Function
What is Partner Function?
 Partner function is two-character identification
key that describes the people and organization
with whom you do the business, and who are
therefore involved in transaction. Here is some
standard Partner Function for customer-
 Sold-to party
 Ship-to party
 Bill-to party
 Payer

14. Partner Determination
 The Partner and business partner term in
SAP SD refers to parties with whom you do
business. Each business partner has specific
role. E.g. Sold-to party - Business Partner
who order the goods / Services.The Partner
Determination can be done in three steps-
 Define Partner Function
 Create Partner Determination procedure
by grouping Partner function.

15.  Assign the partner determination
procedure to respective partner object.
Step 1 - Define Partner Function:
 EnterT-CodeVOPAN in Command Bar.
 Select Customer Master Partner Object
 Click on Change Button, Partner
Determination Procedure Screen appear.

16.  Click On New Entries Button.
 Enter Partner Determination Procedure and
name.
 Double click on Partner Function node -
Screen as below appear.
 Click on New Entries Button.
 Enter Partner Function Detail

17. Step 2 - Partner Determination procedure by
grouping Partner function.
 Click on Partner Function in procedure node.
 Enter Partner Det. Procedure / Partner function /
Name.
Step 3 - Assign the partner determination
procedure to respective partner object. We are
creating partner function for customer, so here
partner object is customer and assign to Account
Group.

18.  Click on Account groups - Function Node and
click on New entries Button.
 Enter Partner function / Name / Account
Group / Name.
 Click on Save Button to save partner
Function.

19. How to Create Material Stock
 Their are more then oneTcode for create
Material Stock .
 MB1C ( Other Goods Receipts) for opening
balance creation of material.
 MIGO (used for Issue /Transfer / Receipt of
material).
 We use here MB1C Tcode to Create Material
Stock as opening balance.

20. Step-1.
 EnterTcode MB1C in command field.
 Enter MovementType 561 , Plant & Storage
location.
 click Enter Button.
Step-2
 After enter on above screen ,item screen as
below appear-
 Enter Material code for which we need to create
stock.

21.  Enter Quantity of material for stock creation.
Step-3
 click on save button .
 A message "Document 5000021944 posted"
displayed.

22. How to Create Customer
Material Info Record
 Sometimes, customer refers to a material
with a layman name(rather than technical
name) in purchase order .Hence there is
a need to map customer material name with
our material code, this process is
called Customer Material Info Record.
 T-Code is -VD51 (Create) /VD52 (Change) /
VD53 (Display)

23. Step-1
 EnterT-CodeVD51 in command bar .
 Enter customer code / sales organization /
distribution channel.
Press Enter Button,a next screen will appear.
Step-2
 Enter material no. and customer material .
 Click on Save Button.
A Message " Customer-Material info was saved".

24. How to get Overview of
Material Stock
 We can get stock overview of a particular
material across various organization levels byT-
Code – MMBE.
Step-1
 EnterT-Code in Command bar MMBE.
 Enter Material No .
 Select display level for which we want to see
stock overview.
 Click on execute Button .

25. Step-2
Output will be displayed as below-
 Stock overview for material 9554 is displayed.
 Stock at Company /Plant / storage location is
displayed. By double clicking each level we
can see stock overview at that level.
Similarly we can get stock overview at plant /
storage location after double-click on plant /
storage level.

26. Create Material Master for
Sales View
 Purpose:This procedure is used to manually
create material master for different view. Here
sales view is used -
Step - 1
 InT-Code MM01 "Create Material"
 Enter industry sector and material type.
 Click on SelectView(s) Button. A pop window
appears. In pop window, select view for which
material to be created and click on check button.

27. Step 2
 Now a screen appear for all view(w) inTab
screen.
 Select Basic Data1 tab.
 Enter material description.
 Enter Base Unite of Measure.
 Enter material group.
 Enter division.

28. Step-3
 Select Sales org 1Tab screen.
 Base unit of measure will display.
 Enter Sales unit.
 A pop window appear for Conv. factors,enter
Conv. factors.
 Material group is displayed.

29. Step -4
 Select Sales General / Plant tab screen.
 EnterTransporter group.
 Enter Loading group.
Step-5
 click on tab list Icon.
 a list of all tab appear ,select costing tab2 from list.
 1. Enter valuation class for material by selection
view.

30.  Step - 6
 Click on save button. A message "Material
9554 Created".

31. Conclusion
 In this Presentation I have given introduction
of SAP SD and explained about the
Customer Master and Material Master data.
Further topics will be explained in the next
Presentation.
 If you want to join in the training with us then
Contact us:8122241286
 Visit us: http://thecreatingexperts.com/sap-
sd-training-in-chennai/