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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


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SPCL Confidential Sales and Distribution Master Data Training Document

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

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SPCL Confidential Sales and Distribution Master Data Training Document

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

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SPCL Confidential Sales and Distribution Master Data Training Document

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

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SPCL Confidential Sales and Distribution Master Data Training Document

Double click Create

Enter the details as given in the Screen.

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SPCL Confidential Sales and Distribution Master Data Training Document

Maintain account group, company code and sales area and click

The screen below will be displayed.

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SPCL Confidential Sales and Distribution Master Data Training Document

Maintain the mandatory details

Go to Payment Transactions Tab and fill all required information

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SPCL Confidential Sales and Distribution Master Data Training Document

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


receiving points, departments and goods receiving hours.

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SPCL Confidential Sales and Distribution Master Data Training Document

Go to Contact person tab

Fill the information like name, first name, department and function

Click on Company Code Data

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SPCL Confidential Sales and Distribution Master Data Training Document

Click on Drop box button.

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SPCL Confidential Sales and Distribution Master Data Training Document

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

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SPCL Confidential Sales and Distribution Master Data Training Document

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

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SPCL Confidential Sales and Distribution Master Data Training Document

Next click on drop box button maintain delivery priority and shipping conditions.

Go to Billing tab

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SPCL Confidential Sales and Distribution Master Data Training Document

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.

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SPCL Confidential Sales and Distribution Master Data Training Document

Click on save button the system will give one unique number to each customer.

As you can see the below screen.

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SPCL Confidential Sales and Distribution Master Data Training Document

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SPCL Confidential Sales and Distribution Master Data Training Document

3.2 Change of Customer Master

Menu Path Logistics Sales & Distribution Master Data Business


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

Menu Path Logistics Sales & Distribution Master Data Business


Partner Customer Display
Transaction XD03
Code

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SPCL Confidential Sales and Distribution Master Data Training Document

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

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SPCL Confidential Sales and Distribution Master Data Training Document

None

Menu Path Logistics Sales & Distribution Master Data Products


Material Other Material Create
Transaction MM01
Code

Double click Create

Following screen will display.

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SPCL Confidential Sales and Distribution Master Data Training Document

Select the industry sector and material type.

Click on

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SPCL Confidential Sales and Distribution Master Data Training Document

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

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SPCL Confidential Sales and Distribution Master Data Training Document

Maintain plant, storage location, sales organization and distribution


channel in organization levels and click

The below screen will be displayed.

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SPCL Confidential Sales and Distribution Master Data Training Document

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

Click on

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SPCL Confidential Sales and Distribution Master Data Training Document

Maintain delivering plant and tax classification.

Click on

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SPCL Confidential Sales and Distribution Master Data Training Document

Maintain account assignment group and click on

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SPCL Confidential Sales and Distribution Master Data Training Document

Maintain availability check, transportation group and loading group.

Click on

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SPCL Confidential Sales and Distribution Master Data Training Document

Maintain MRP type and click on

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SPCL Confidential Sales and Distribution Master Data Training Document

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.

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SPCL Confidential Sales and Distribution Master Data Training Document

Requirements

Material Master has been created.

Menu Path Logistics Sales & Distribution Master Data Products


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.

Menu Path Logistics Sales & Distribution Master Data Products


Material Other Material Display
Transaction MM03
Code

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SPCL Confidential Sales and Distribution Master Data Training Document

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

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SPCL Confidential Sales and Distribution Master Data Training Document

Double click Create

Following screen will display.

Select the Price Condition Type.

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SPCL Confidential Sales and Distribution Master Data Training Document

Click on

Next key combination screen will be displayed select customer and


material.

Click on

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SPCL Confidential Sales and Distribution Master Data Training Document

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

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SPCL Confidential Sales and Distribution Master Data Training Document

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

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SPCL Confidential Sales and Distribution Master Data Training Document

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

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SPCL Confidential Sales and Distribution Master Data Training Document

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.

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SPCL Confidential Sales and Distribution Master Data Training Document

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

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SPCL Confidential Sales and Distribution Master Data Training Document

Double click Create

Following screen will display.

Maintain Customer, Sales Organization and distribution channel.

Click on

Next enter material and form relationship between customer and


material double click on line item.

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SPCL Confidential Sales and Distribution Master Data Training Document

Maintain plant under shipping and save

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