Processing Customer Master Records 

To call up the individual functions in the table, choose the following path from the SAP R/3 screen: Logistics ® Sales and Distribution ® Master Data ® Business Partners ® Customer

Function

Menu path

What you should know

Creating a Customer Master Record for Sales and Distribution

® Create ® Sales and Distribution

See Creating Customer Master Records

Creating central customer master record, for Sales and Distribution and Accounting

® Create ® Whole

Enter a company code in the entry screen.

See Creating Customer Master Records

Changing customer master record, sales and distribution view

® Change ® Sales and Distribution

Enter a sales area in the entry screen, for which the changes are applicable.

If you do not enter a sales area, the system displays only the general data.

Change central customer master record (Sales and Distribution and Accounting view)

® Change ® Whole

Enter a company code and a sales area in the entry screen.

Displaying customer master record, sales and distribution view

® Display ® Sales and Distribution

 

Displaying central customer master record (Sales and Distribution and Accounting view)

® Display ® Whole

 

Changing an account group

® Changing an account group

See Changing Account Groups

Mark the customer master record for deletion

® mark for deletion

See Deleting Customer Master Records

 

You often need to enter a valid sales area in the entry screen for customer master record maintenance. There are two buttons to help you with this entry.

Additional Functions

When processing a customer master record, you can execute other functions such as creating text or setting blocks. When you are in display mode, you can only display these functions.

To call up the individual functions in the table, choose Extras in the Change Customer or Display customer screen.

Function

Menu path

What you should know

Blocking

® Blocking data

You can process blocks for the transactions

  • Sales order
  • Delivery
  • Billing document
  • Sales support

for example.

Deletion indicators

® Deletion indicators

The company code data can be marked for deletion separately from the sales and distribution data.

Texts

® Texts

Different text types and the first line of the text are listed.

By double clicking on the first line you reach the detail display for a text.

See also:

Displaying Additional Information for Customer Master Records