Changing a Customer Master Record in SAP SD

If data about a customer changes, you must add the corresponding changes in the customer master record. The sold-to party is used as an example to show how you can change a customer master record. The procedure is the same for all partner functions.

There are two ways in which you can change a customer master record:

• You can change a customer master record for sales and distribution.
• You can change a customer master record centrally, i.e. simultaneously for sales and distribution and accounting.

Steps

Changing a Customer Master Record for Sales and Distribution

Use the following steps to change a customer master record of a sold-to party in sales and distribution:

1. In the
SD Master Data Screen select, Business partners ®Sold-to Party ®Change ®Change.

You reach the Change Customer: Initial Screen.

2. Enter the sales area you want to change, as well as the customer number. Select the views where you want to make changes to the data.

Select Extras ® Sales areas/customer to find out which combinations of sales organization, distribution channel and division are maintained for the customer.

If you do not enter a sales area, the system displays only the general data.

3. Press ENTER to access the selected screens, one after the other, and carry out the changes.

By using the function Goto you can reach every individual screen in the customer master record. You can go forward and backwards in the sequence defined, or access certain screens directly. You can also access screens in the customer master record that you did not select on the initial screen.

4. If you press ENTER after having reached the last screen, a dialog box is displayed in which you can save your data.
5. Select Yes and press ENTER to save the data.

You return to the data screen Change Customer: Initial Screen where the following message is displayed: Changes have been made.

Changing a Customer Master Record Centrally

For the sold-to party and the payer, sales and distribution data as well as accounting data is important. Therefore, you can change the customer master record of the sold-to party and the payer centrally, i.e. for both views simultaneously.

Below you will find a description of how to change a customer master record centrally for the sold-to party. The procedure is the same for the payer.

1. In the
SD Master Data Screen select, Business partners ®Sold-to Party ®Change ®Change centrally.

You reach the Change Customer: Initial Screen.

2. Enter a valid company code, sales area, and the number of the customer whose master record you would like to change centrally. Select the data screen on which you want to carry out changes.

Select Extras ® Sales areas ® Sales areas/customer to find out which combinations of sales organization, distribution channel and division are maintained for the customer, i.e. which sales areas are valid for this customer.

3. Press ENTER to access the selected screens of the customer master record, which you can change, one after the other.
4. If you press ENTER after having reached the last screen, a dialog box is displayed in which you can save your data.
5. Select Yes and press ENTER to save your customer data.

You return to the initial screen Change Customer: Initial Screen where the following message is displayed in the message line: Changes have been made.