Customer Master Records

Before you begin configuration of customer master data, it is necessary to have a strategy. You should plan how you would like to use customer master data and how you will convert customers from your legacy system, as well as the integration points that vendor master data has with SD Treasury and A/P. Much like the G/L, customer master data is a combination of configuration and master data maintenance.

A key concept in the configuration of customer master data is customer groups. Customer groups allow you to have separate purposes and field statuses for different types of customers. SD uses partner functions, which segregate different purposes for customer master data, such as the sold-to party, the ship-to party, the ...

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