Manage Customer Master Data

  • Required Back-end Product: SAP S/4 HANA
  • Product Version: 1709
  • Application Type: Transactional
  • Compatible Device: Tablet, Desktop
Application Features:
  • Create Customer Master Data
    • Use Create Person or Create Organization buttons to create new customer master data.
    • Enter values in the relevant fields such as Basic Data, Rolesand Address and so on.
    • Save the entries.
  • Edit Customer Master Data
    • Open a customer master data record from the List Report page.
    • Click Edit button. This opens the customer data in draft mode for you to change the values.
    • Save the changes.
  • Copy Customer Master Data
    • You can use this option to create a new customer master record if a customer master record already exists with similar data.
    • You can copy all (default) or predefined fields (Copy with Preselection) of the selected customer, except the Business Partner number.
    • Note that when you copy a master data record, the attachments are not being copied.
  • Copy All
    • Choose a customer master from the List Report page.
    • Click Copy button. By default, all data is selected to copy. The new customer master data page is displayed with all the details of the customer that you selected previously, except the business partner number, in draft mode.
    • Edit the values as per your requirement.
    • Save the entries. The customer master data is saved with a new business partner number.
  • Copy with Preselection
    • If you want to copy only the predefined field records as part of the copy process, you can use Copy with Preselection.
    • Select an active customer master data record.
    • Click the Copy button. This opens a dialog box with Copy with Preselection check box and facet level data for the customer such as Company Codeand Sales Area.
    • Select the Copy with Preselection check box. When you choose this option, only data, which can be identical for both master records, is copied.
    • Select or clear the data as per your requirement. For example, you can select only two company codes from the five that were selected by default. You can change all the copied data.
    • Click OK. The customer master page with the new master data record appears.
    • Change other values based on your requirements and save the data.
  • Copy at Facet
    • You can copy the facet level data such as Address, Bank Accounts, Sales Area, and Company Code of a customer, when in the draft mode while creating or editing a master data record.
    • Open a customer master data in Create or Edit mode
    • Select the line item and click the Copy button on the corresponding facet.
    • Change other values based on your requirement and save the data.
  • Delete at Facet
    • You can delete the facet level data for a customer when in the draft mode while editing or creating the master data record.
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