Maintaining Basic Customer Data

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Maintain basic data for the customer business partner

Basic Customer Master Data

Michael now has a good understanding on how to technically create customer master records. As he has seen several records as this point, he notices that there are several data fields that exist in these records. He wants to get a better understanding of the important fields.

It is important to notice that the fields available in a customer master record are determined by the configuration of the system. This means that, for example, depending on the grouping used for the customer creation, data fields can be mandatory in some cases, optional in other cases, or may even be hidden.

In the General Data of the business partner, we find the data that is shared and available across all the company codes - for example, the telephone number of the customer. This means that if an update is made to this number, it will be immediately available to all the companies using this customer.

In the General Data, we find the following data among other information:

  • Address: Its completeness might be a requirement to perform certain processes, for example, customer correspondence
  • Language: It will determine the correspondence language with the partner
  • Bank Accounts: Required in case of bank transfer payments

Let’s take a closer look at the customer data fields that are maintained at the general business partner level.

Log in to track your progress & complete quizzes