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Procedure documentation Customers: Creating a Customer (Sold-To Party) Master Record Locate the document in its SAP Library structure


This procedure lets you create a customer master record for a sold-to party centrally (that is, including general data, sales area data, and company code data).


In Customizing for Business Partners, you can create your own tab layouts for customer master data maintenance. You do this in the activities under Create Tab Layouts.


1. On the Create Customer: Initial Screen, the account group for the sold-to party is the default value. If, in addition to general customer data, you want to enter company code-specific data and sales area-specific data, enter the relevant company code and sales area. If a master record with similar data already exists, and you want this data copied to the new master record you are creating, enter information about the existing master record in the Reference section. Choose Enter.

The Create Customer: General Data tab appears.

2. Enter the address data in the first tab page Address. In the Search term field, enter a name that lets you find the customer master record if you need to search for it using a matchcode. To enter all the necessary data for the three customer master views (general data, company code data and sales area data), choose further tab pages.

The tab pages Payment Transactions and Unloading Points (general data), and Partner Functions (sales area-specific data) are described below:

a) Payment Transactions tab page

1. On the Payment Transactions tab page, you enter bank details. You can also create payment cards for your customer. Choose Payment cards.

The Create Customer: General Data - Payment Cards screen appears.

2. Enter payment cards (both charge cards and credit cards) for your customer. Choose Goto ® Back.

You return to the Payment Transactions tab page.

b) Unloading Points tab page

1. Enter the unloading points where goods are delivered for the customer. Choose Goods receiv.hours.

The Goods Receiving Hours window appears.

2. For each unloading point, enter the period when the customer can receive deliveries. Choose Enter.

You return to the Unloading Points tab page.


If you do not define goods receiving hours in the customer master for the ship-to party, the system assumes that goods can be received any time.

3. Choose Receiving points.

The Create Customer: Receiving Points screen appears.

4. Enter the receiving points (for example, floors in a department store) and assign each receiving point to an unloading point as required. Choose Goto ® Back.

You return to the Unloading Points tab page.

5. Choose Departments.

The Create Customer: Departments screen appears.

6. Enter the departments (for example, the food hall or the toy department) and assign each department to a receiving point as required. Choose Goto ® Back.

You return to the Unloading Points tab page.

c) Partner Functions tab page

The final tab page for sales area data is Partner Functions. You defined the sold-to party partner function for your customer. The system proposes the bill-to party, payer, and ship-to party partner functions.

3. Save.


You can only enter sales activities (for example, orders) for a customer if you have entered sales area data for that customer. You can only bill for a transaction if the payer was entered in a Financial Accounting view (company code data).

Additional Information

Vendors: Creating a Vendor Master Record

Site Processing

Structure link Business Partner Master Data

Structure link Creating and Changing Business Partner Master Data

Structure link Payment Card Processing

Structure link Payment Cards




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