Master Data

Sales & Distribution

By
Ashwini Pasalkar
Company
SAP SD Functional Consultant

LOGO
 Topics

1. Introduction

2. Customer Master

3. Material Master

4. Customer Material Info. Record

5. Price Condition records

6. Packaging Instruction
 Overview
Master Data: Overview Diagram

Master Data in
Sales and Distribution

Sales
SalesOrder
Order
Processing
Processing

Pre-Sales Inventory
Inventory
Pre-SalesActivities
Activities
Sourcing
Sourcing

Invoice
Shipping
Shipping

Payment
Payment

Billing
Billing
 Introduction
Data Origin in Sales Documents

Control tables

Order

Customer Sold-to party 2300

master data Ship-to party 788
Output
Customer master data master data
Item Material Quantity
Material
master data 10 1400-100 10

20 1400-200 20 Condition
master data
Customer-material 30 1400-410 15
info

Control tables
 Transaction: Customer
Master
 XD01, XD02, XD03
Used to create/change/display customer centrally
 VD01,VD02,VD03
Used to create/change/display customer sales area
 FD01,FD02,FD03
Used to create/change/display customer company code
 XD05
Used to block Customer − Global, order, delivery, billing, sales area, etc.
 XD06
Used for deletion
 XD07
Change Account Group
 VAP1
Create Contact Person
XD01
 Customer Account Group

 Customer account group :is necessary to create customers as

per classification and specification.
 Customer Master
 It contains the information about the customers that an organization
uses to do business with them.
Customer Master

Customer master data

General data

Relevant for sales

and distribution and
accounting

Valid for all organizational

units
Sales area
data Company code data
Relevant for sales
and distribution
Relevant for accounting
Valid for:
Sales organization Valid for:
Distribution channel Company code
Division
CMR General Data
 CMR:Genaral Data
Data on the General Data Tab Pages

Customer master
General data

Address Name, address, language, ...

Control Data Tax information, ...

Payment
Bank details, ...
transactions

Marketing Industry, cust. classification, ...

Unloading points Goods receiving hours, ...

Export data Data for export control, ...

Contact persons Address of business partners, ...

 Key Data: Communication address, Country,Region,Transportation Zone,class
 SAP AG 1999
CMR: Company Code Data
 CMR: Company Code Data
Data on the Company Code Data Tab Pages

Customer master
Company code data

Account
Reconciliation account, ...
management
Payment
Paymt methods, paymt block, ...
transactions

Correspondence Dunning proced., acct. clerk, ...

Insurance Amount insured, ...

 SAP AG 1999

 Company code data – It is maintained by Finance department and key

data for payment processing in FI accounting is captured.
Key Data:Terms of payment,Reconciliation account
 CMR: Sales Area

Data on the Sales Area Data Tab Pages

Customer master
Sales area data

Sales office, currency,

Orders
sales district, price group, ...

Shipping condition, delivering

Shipping
plant, transportation zone, ...

Output tax classification,

Billing document
terms of payment, ...

Ship-to party, bill-to party,

Partner functions
payer, ...

 SAP AG 1999
 CMR: Sales Area

 Key data –Currency, Cust. Pricing Procedure

 CMR: Sales Area

Shipping condition (Needed in the determination of Shipping point)

Delivering plant (To default in the sales order)
Partial delivery agreement
 CMR: Sales Area

Billing data-Key data :Incoterms, Account assignment group, Tax data

 CMR: Sales Area

Partner function, Text data can be maintained for

customer master
 Tables : Customer master

Table Name Key Description

KNA1 KUNNR General Information

KNB1 KUNNR,BUKRS Company Code

KNVV VKOGRG,VTWEG,SPART,KUN Sales Area

NR

KNBK KUNNR,BANKS,BANKL,BANKN Bank Data

VCNUM CCINS,CCNUM Credit Card

VCKUN CCINS,CCNUM,KUNNR Credit Card Assignment

KNVK PARNR Contact Person

KNVP VKORG,VTWEG,SPART,PARV Partner Functions

W,KUNNR
Effects of Changes in the Customer Master

Customer master (old) Customer master (new)

Cust. 2300 Cust. 2300

Address Mannheimer Str. 14 Change Address City Ring 212

69115 Heidelberg customer 68125 Mannheim
master
Incoterms EXW Hamburg Incoterms CIF Mannheim

Display sales order

Cust. 2300

Address Mannheimer Str. 14

69115 Heidelberg

Incoterms EXW Hamburg

 SAP AG 1999
Customer - Material Information Record

Customer master Material master

Customer-Material Information

Customer 2300
Sales organization 1000
Distribution channel 12

Material Description Customer-specific data:

Customer-material description

1400-100 Headlight Deluxe S3000H front light

+ additional data
1400-200 Rear Light R1700 rear light

 SAP AG 1999
Material Master

Material master data

Basic Data 1 Sales: Sales Org

Relevant for all areas Relevant for sales and
distribution
Valid for all Valid for:
organizational units Sales organization
Distribution channel
Purchasing
Relevant for materials
management
Sales: General/Plant Data
Valid for: Plant
Relevant for sales
and distribution
Other ...
Relevant for engineering, Valid for:
materials planning, Delivering plant
accounting, ...
Data on the Sales Tab Pages

Material master
Relevant for sales and distribution

Material number, material description,

Basic Data 1
base unit of measure, division, ...

Delivering plant, material group,

Sales: Sales Org. 1
tax classification, ...

Material pricing group, volume rebate

Sales: Sales Org. 2
group, product hierarchy, ...

Availability check, transportation

Sales: General/Plant
group, loading group, ...

Foreign Trade Export/import group,

Export region of origin, ...

Sales Text Item text for sales

 SAP AG 1999
Order Entry using the Customer-Material
Information

Purchase order
Motomarkt Heidelberg
Cust. no.: 2300
PO no.: 12970-B
Order
Item Material Qty entry
1 S3000 10
2 R1700 10
Sales order

Sold-to party 2300

Customer-Material Info Ordering party tab page

PO item Cust.mat.no. Description

Cust. 2300
Material Cust.mat. 1 S3000 Front light
1400-100 S3000

1400-200 R1700 2 R1700 Rear light

 SAP AG 1999
CMIR
CMIR
CMIR
 Condition records

 Conditions master data: define pricing for the product or

service you are selling to your customers.
 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.
 Condition Master
 Customer Specific Offer Price
 Material Specific Price
 Customer Specific Discounts.
 Material Specific Discounts.
 Pricing based on both customer and material
 VK11/VK12/VK13 – Create/ Change / Display Condition Records
 V/LD – Pricing Report
 VBN1/VBN2/VBN3 – Create/ Change / Display Free Goods
Condition Records
 Condition Master

KONH Conditions Header

KONP Conditions Item
KONV Conditions Transaction Data
VK11
Scaling
 Packing instruction
 Serves as a template for the creation of a handling unit.
 Define the materials and packaging materials to be packed in a
handling unit.
 single-level: only one packing level, and multi-level: several packing
levels
 specific customer packaging requirements
 Automate the packing process by creating a proposal 
 Can be used by several different materials
 The dimensions, weight and volume of the handling unit