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Create Customer master data by XD01

Create Customer master data

Customer master data can be created by using the following navigation options in SAP. You can create customer master data by using the reference customer data or creating new customer account.

Customers are business partners whom the organization does sales related transactions. 

SAP R/3 Path: – SAP Menu > Logistics > Sales and Distribution (SD) > Master Data > Business Partner > Customer > Complete
Transaction Code: -XD01

xd01 path

Step 1: – In next screen, “Create Sales Order ” update the following fields.

Create customer master data

Step 2: – Select address tab and update the following information

  • Select appropriate title (Company, Dr, Ms, Mr)
  • Enter customer name
  • Enter full address of customer 
  • Update transport zone field

Create customer master data - Address

Step 3: – Select payment transaction tab and update customer bank details

Create customer master data - paymnet transactions

 Step 4: – Select company code data button and update Reconciliation account and sort key.

Create customer master data - company code dta

Step 5:-  Select Sales area data (Ctrl+F3) and update the following fields

  • Go to Shipping Tab and update Delivery priority, Delivering plant  
  • Go to Billing documents tab and update Incoterms, Terms of payments, Acct assgmt group, Tax classification    

Create customer master data - shipping and billing

After updating mandatory fields as per your business requirements, click on save button to save the configured customer master data.

customer data