Sap SD Master Data Training Document

SPCL Confidential Sales and Distribution Master Data Training Document
SALES AND DISTRIBUTION

MASTER DATA
Training Manual
Author: Ask SAP Expert
Version: 1.0
Prepared by: Ask SAP Experts

1
Note: This Training material has been prepared taking reference from SAP Best Practice
documentation from SAP. Some business process has been updated, modified according to SPCL
specific Requirement
Icons
Icon Meaning
Caution
Example
Note
Recommendation
Syntax
External Process
Business Process Alternative/Decision Choice

2
Contents
1 Purpose ......................................................................................................................................... 4
2 Prerequisites.................................................................................................................................. 4
3 Customer Master ........................................................................................................................... 4
3.1 Create Customer Master ........................................................................................................ 4
3.2 Change of Customer Master ............................................................................................... 17
3.3 Display of Customer Master ................................................................................................ 17
4 Material Master ............................................................................................................................ 18
4.1 Create Material Master......................................................................................................... 18
4.2 Change Material Master ....................................................................................................... 28
4.3 Dispaly Material Master........................................................................................................ 29
5 Condition Record ......................................................................................................................... 30
5.1 Create Condition Records ................................................................................................... 30
6 Create Customer Material Information Record .......................................................................... 37

3
1 Purpose
The purpose of the Material Management training document is to provide guide how to
create/change/display Vendor Master Data, Material Master Data and Excise Master Data. From
there, the data is sorted by vendor & material and made available to other areas such as the
purchasing system. When you post data in Accounts Payable, the system creates a document and
passes the data entered to the general ledger.
2 Prerequisites
The business roles have been assigned to the user who is testing these scenarios.
Vendor Account Group, Material Group, Material Type and GL Account have been defined in the
system
3 Customer Master
3.1 Create Customer Master
Functionality
Master data is the core data that is essential to operations in a specific business or business unit.
The kinds of information treated as master data varies from one industry to another and even from
one company to another within the same industry. This remains in database for longtime. This helps
to create the customer centrally.
Scenario
You want to create customer which stores in database and it gives to each different unique
number in that number range for each customer.
Requirements
None
Menu Path Logistics Sales & Distribution Master Data Business

Partner Customer Create
Transaction XD01
Code

4
Double click Create
Enter the details as given in the Screen.

5
Maintain account group, company code and sales area and click
The screen below will be displayed.

6
Maintain the mandatory details
Go to Payment Transactions Tab and fill all required information

7
Go to Unloading points and fill the Unloading point, factory calendar,

receiving points, departments and goods receiving hours.

8
Go to Contact person tab
Fill the information like name, first name, department and function
Click on Company Code Data

9
Click on Drop box button.

10
Select Domestic Accounts receivables if it is domestic customer.

Next go to payment transactions and click on to drop box button select terms of payment.
Select the terms of payment from drop box for this customer

11
Click on Sales Area Data
The following screen will be displayed go to drop box button and maintain the currency and
customer pricing procedure
Click on Shipping Tab

12
Next click on drop box button maintain delivery priority and shipping conditions.
Go to Billing tab

13
Click on drop box button and maintain incoterms, terms of payment, account assignment group and
tax classification
Next go to Partner Functions tab partner function will be automatically determined.

14
Click on save button the system will give one unique number to each customer.
As you can see the below screen.

15

16
3.2 Change of Customer Master

Partner Customer Change
Transaction XD02
Code
Double click on XD02 to Change
Update customer Number, Company code and Sales Organization and

then press enter to change.
3.3 Display of Customer Master

Partner Customer Display
Transaction XD03
Code

17
Double click on XD02 to Change
Update customer Number, Company code and Sales Organization and

then press enter to Display.
4 Material Master
4.1 Create Material Master
Functionality
Master data is the core data that is essential to operations in a specific business or business unit.
The kinds of information treated as master data varies from one industry to another and even from
one company to another within the same industry. This remains in database for longtime. We have
customer master data, material master data.
Scenario
You want to create material which stores in database and it gives different unique number to
each material.
Requirements

18
None
Menu Path Logistics Sales & Distribution Master Data Products

Material Other Material Create
Transaction MM01
Code
Double click Create
Following screen will display.

19
Select the industry sector and material type.
Click on

20
Select Views Screen will display select the sales views are:
1. Basic Data 1
2. Sales: Sales org data1
3. Sales : Sales org data2
4. Sales: General/Plant data
5. MRP1
6. Accounting 1
Click on Organization Level
Next Organization level will display

21
Maintain plant, storage location, sales organization and distribution

channel in organization levels and click
The below screen will be displayed.

22
Maintain base unit of measure, division, gross weight and net weight.
Click on

23
Maintain delivering plant and tax classification.
Click on

24
Maintain account assignment group and click on

25
Maintain availability check, transportation group and loading group.
Click on

26
Maintain MRP type and click on

27
Maintain standard price and save
System will give unique number to each material as above.
4.2 Change Material Master

Functionality
This functionality will help to Change a material master.
Scenario
You want to change material.

28
Requirements
Material Master has been created.

Material Other Material Change
Transaction MM02
Code
Double click on MM02 to Change
Update material Number and then press enter to change.
4.3 Dispaly Material Master

Functionality
This functionality will help to display a material master.
Scenario
You want to display material.

Requirements
Material Master has been created.

Material Other Material Display
Transaction MM03
Code

29
Double click on MM03 to Displau
Update material Number and then press enter to Display.
5 Condition Record
5.1 Create Condition Records
Functionality
It helps us to maintain the pricing for each condition types named as condition records.
Scenario
You want to create condition records for each condition types which will impact in sales
process of pricing and reflect in billing which leads to FI.
Requirements
None
Menu Path Logistics Sales & Distribution Master Data Conditions Select
using Condition Type Create
Transaction VK11
Code

30
Double click Create
Select the Price Condition Type.

31
Click on
Next key combination screen will be displayed select customer and

material.
Click on

32
Maintain customer, material, amount with profit, Unit (Currency), per

item and valid from and valid to
Click on save
After saving the above screen will be displayed.
As the same will create condition records for discount, tax and freight.
Select customer and material from key combination.
Click

33
Maintain customer, material, discount percentage, valid from and valid

to for the condition records.
Click on save
The following message will be displyed
Come back one step
Select yes.
Next tax condition type with material key combination and press enter

34
The below screen will be displayed.
Maintain the material, discount, valid from, valid to and the tax code.
Click on save
Come back one step

35
Select freight condition type and key combination
Select customer and material from key combination and press enter
Maintain customer, material, freight percentage, currency, valid from

and to for the condition records.

36
Next save
6 Create Customer Material Information Record

Functionality
It helps us to maintain the customer and material relationship during the transactions.
Scenario
You want to create customer and material during the sales process.
Requirements
None
Menu Path Logistics Sales & Distribution Master Data Agreements

Customer Material Information Create
Transaction VD51
Code

37
Double click Create
Maintain Customer, Sales Organization and distribution channel.
Click on
Next enter material and form relationship between customer and

material double click on line item.

38
Maintain plant under shipping and save

39

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SPCL Confidential Sales and Distribution Master Data Training Document

SALES AND DISTRIBUTION

Prepared by: Ask SAP Experts

Business Process Alternative/Decision Choice

Prepared by: Ask SAP Experts

Prepared by: Ask SAP Experts

Menu Path Logistics Sales & Distribution Master Data Business

Prepared by: Ask SAP Experts

Double click Create

Enter the details as given in the Screen.

Prepared by: Ask SAP Experts

The screen below will be displayed.

Prepared by: Ask SAP Experts

Maintain the mandatory details

Go to Payment Transactions Tab and fill all required information

Prepared by: Ask SAP Experts

Go to Unloading points and fill the Unloading point, factory calendar,

Prepared by: Ask SAP Experts

Go to Contact person tab

Click on Company Code Data

Prepared by: Ask SAP Experts

Click on Drop box button.

Prepared by: Ask SAP Experts

Select Domestic Accounts receivables if it is domestic customer.

Prepared by: Ask SAP Experts

Click on Sales Area Data

Click on Shipping Tab

Prepared by: Ask SAP Experts

Prepared by: Ask SAP Experts

Next go to Partner Functions tab partner function will be automatically determined.

Prepared by: Ask SAP Experts

As you can see the below screen.

Prepared by: Ask SAP Experts

Prepared by: Ask SAP Experts

3.2 Change of Customer Master

Menu Path Logistics Sales & Distribution Master Data Business

Double click on XD02 to Change

Update customer Number, Company code and Sales Organization and

3.3 Display of Customer Master

Menu Path Logistics Sales & Distribution Master Data Business

Prepared by: Ask SAP Experts

Double click on XD02 to Change

Update customer Number, Company code and Sales Organization and

4.1 Create Material Master

Prepared by: Ask SAP Experts

Menu Path Logistics Sales & Distribution Master Data Products

Double click Create

Following screen will display.

Prepared by: Ask SAP Experts

Select the industry sector and material type.

Prepared by: Ask SAP Experts

Click on Organization Level

Next Organization level will display

Prepared by: Ask SAP Experts

Maintain plant, storage location, sales organization and distribution

The below screen will be displayed.

Prepared by: Ask SAP Experts

Prepared by: Ask SAP Experts

Maintain delivering plant and tax classification.

Prepared by: Ask SAP Experts

Maintain account assignment group and click on

Prepared by: Ask SAP Experts

Maintain availability check, transportation group and loading group.