Master Data Record (Main Notes)

1)      The three data views of a customer master is General data, Sales area data, Company code data.

2)      General data is relevant to Sales and Accounting and valid for all organizational units within a client.

3)      The general data is stored at client level.

4)      The general data in the customer master contain the following tab pages:

Ø  Address

Ø  Control data

Ø  Payment transactions

Ø  Marketing

Ø  Unloading points

Ø  Export data

Ø  Contact persons

5)      All the data’s that we are entering in the general data tab page are unique in all organizational units within a client, because the general data is stored at client level.

6)      The sales area data is relevant for sales and distribution. It is valid for the respective sales area.

7)      To use the customer master data in a different sales area, you must create a new sales area data for that customer in that particular sales area.

8)      The sales area data in the customer master is set out on the following tab pages:

Ø  Sales

Ø  Shipping

Ø  Billing document

Ø  Partner functions

9)      The mandatory partner functions for sales order processing are Sold-to party, ship-to party, bill-to party, and payer.

10)  You can assign several partners for a partner function in the customer master, except the Sold-To-Party. The Sold-To-Party must be unique in the customer master.

11)  Since incoterms is a data field in sales area data you can maintain different incoterms data for the same material in different sales areas.

12)  The optional partner functions are contact person, forwarding agent and responsible employee.

13)  You can restrict the business functions for a customer master by assigning partner determination procedure (In that procedure you can define partner functions for that customer) to the relevant account group.

14)  The company code data is relevant for accounting. It is valid for the respective company code.

15)  To use the customer master data in a different company code, you must create a new company code data for that customer in that particular company code.

16)  The company code data in the customer master comprises the following tab pages:

Ø  Account management

Ø  Payment transactions

Ø  Correspondence

Ø  Insurance

17)  The object to control the customer master is Account Group.

18)  The account group controls:

Ø  Number assignment,

Ø  Fields selection in customer master,

Ø  Which entries in the master record are mandatory or optional (field selection),

Ø  Partner determination procedure,

Ø  Whether the customer is a onetime customer or not?

Ø  Out-put and text control

19)  When you change a master record after having used it to create documents (orders, deliveries, billing documents), the changes do not affect the documents already created (Except address).

20)  If a master data is changed after creating a sales document, a new document, created with reference to the document prior to the master data change, takes the value from the original referenced document instead of the master data.

21)  You can vary a customer master data using the sales area and company code.

22)  The object that controls material master record is material type.

23)  The different data views in a material master data is: Basic data, sales and distribution data, purchasing data, various further data for engineering/design, accounting, costing, warehouse management, and so on.

24)  Basic data is relevant for all areas. It is valid for all organizational units within a client (it is defined at client level).

25)  Sales: sales organization. 1 data, Sales Org. 2 data, and the sales texts are relevant for sales and distribution, and valid for the respective sales organization and the distribution channel.

26)  The sales: plant data and Foreign Trade: Export data are relevant for sales and distribution, and valid for the respective delivering plant.

27)  Material master data is the main master data in logistics.

28)  Material master data can be maintained for multiple sales units according to the sales organization and distribution channel, so that you will be able to sell this product through multiple sales areas.

29)  You can maintain multiple loading groups for the material according to the plant.

30)  A material master can be vary by:

Ø  Sales Organization / Distribution Channel and

Ø  Plant / Storage Location

31)  Division in a material master is not an organizational unit that can be used to maintain related fields. It is field which is used to uniquely assign a material to a division. This data is stored at client level so it is valid for all organizational units within the client.

32)  A material can be uniquely assigned to a division.

33)  You can enter multiple materials with various divisions in a sales order through the process of cross division in customizing.

34)  The customer material info record is used to store customer specific material data.

35)  While creating a sales document, information’s contained in the customer material info record are given higher priority than the information’s from customer or material master.

36)  In customer material info record you can specify:

Ø  Whether partial delivery is permitted or not?

Ø  Default delivering plant

Ø  Delivery priority and delivery tolerance

Ø  Customer specific material number and description

37)  The condition master data includes prices, surcharges and discounts, freights, and taxes.

38)  Pricing is performed using condition technique.

39)  Out master data determination takes place through condition technique.

40)  In the output master data you can define the Transmission Medium, the Time and Partner function per output type.

41)  The layout of an output is defined by a form in SAP Script which will be assigned to the output type.

42)  Factors which determine the data to be included in the incompletion log?

Ø  Sales document type

Ø  Item category

Ø  Schedule line category

Ø  Partner function

43)  Common master data can be set up by creating a representative division and these can be used for customer and condition master data. Master data for the representative division applies to all the divisions for which you have set up this reference in customizing.

44)  Common master data can be set up by creating a representative distribution channel and these can be used for customer, material and condition master data. Master data for the representative distribution channel applies to all the distribution channels for which you have set up this reference in customizing.