Good customer relations with digital customer master data creation in SAP®

Clean customer master data are essential in order to be able to process customer orders quickly and efficiently. Only then can customer orders be handled smoothly across all markets and channels. Satisfied customers are the “cherry on top”. With our EASY Customer Creation Process solution, you can digitize your customer master data creation process in SAP® and control it intelligently.

Kundenportale-Vorteile, das erfreut Nutzer auf jedem Gerät

Benefit from correct customer master data

When you handle customer orders, you rely on customer master data in a variety of process steps – from the customer query to the availability check and delivery and on to payment.

The challenges in the manual creation of customer master data

In practice, new customer master data often come through “chaotic” processes in SAP® SD (Sales and Distribution), because the necessary information is rarely bundled, but rather usually present in emails and caller records. Therefore, errors can result from the manual transmission of the data to the SAP® system.

In addition, the time and expertise to check if existing customer data can be used or updated are frequently lacking. Instead, employees often create redundant master data.

The effort of providing customer master data to the necessary sales areas and company codes should also not be underestimated.

The digitized creation of customer master data increases your performance

With EASY Customer Creation Process, employees are able to start the customer master data creation process easily and compile all the information in the digital process before it is automatically entered in SAP®. As a result, it is always possible to document how the new data entered the system. In addition, a duplicate check helps prevent redundant customer master data in SAP®. An simple interface in which only the fields you actually need are visible increases the satisfaction of both occasional and experienced SAP® users.

Fully integrated in SAP®

No programming knowledge is needed for the EASY Customer Creation Process. The process can be adjusted in consultation with the employees to meet their needs.

Our process supports your SAP® technology 100 percent and uses the SAP® Business Workflow, so that no further training is needed. EASY Customer Creation Process requires no interfaces or additional hardware. Our solution also uses the existing privileges or role concepts in SAP®. Additional features are multiple languages and Unicode-capability.

The advantages at a glance

  • Structured creation of customer master data
  • Participating departments are automatically included in the workflow
  • Easy and adjustable interfaces
  • Validation of the customer master data
  • Automated duplicate check
  • Automatic customer master data creation for multiple sales areas
  • Approval history shows the exact process flow
  • 360° process transparency: the process statistics show the point at which the process currently is in real time. As a result, bottlenecks can be identified early
  • You can adjust the process flow to meet your needs with no trouble

An optimized creation process works this easily

1. Customer data record

A field service employee would like to record a new opportunity and needs a new customer to do so. They enter the basic data and perform a duplicate check.

SAP Duplikatcheck sobald Außendienstmitarbeiter Opportunity erfasst

2. Enriching the customer master data

Vertriebsinnendienst prüft SAP Kundenstammdaten

A sales office employee expands the customer master data in accordance with the internal specifications and has them checked. Alternatively, the data could also be automatically added via customizing tables.

3. Check data quality

In order to increase the data quality, a sales inspection team can double-check the entries before the new customer master data is actually automatically entered in SAP®.

Datenqualität erhöhen in SAP Kundenstammdaten

4. Company code

Buchhaltung pflegt Buchungskreisdaten in SAP Kundenstammdaten

Accounting maintains the company code data. Alternatively, these data could also be entered automatically via customizing tables.

5. Credit rating and dunning

Credit rating, sanction lists, and dunning can be optionally integrated.

Bonität, Sanktionslisten und Mahnwesen in SAP Kundenstammdaten

6. Data creation in SAP

Rechnungen freigeben in SAP

Then the customer is automatically entered into SAP® (in the company code and, if applicable, in multiple sales areas)

SAP Logistics

Discover useful whitepapers, webinar recordings, guides and checklists on master data management.

  • Webinar: Drivers for Digital Material Master Process in SAP

    Master data is basic information about all operationally relevant objects such as customers, suppliers, employees and products. All other data in the company can only be used in a meaningful manner if it is linked to the correct master data. We have learned from experience that unclean master data is one of the primary reasons why digitalization initiatives fail.

    Learn more

Customer Stories
  • Bei Verkaufstransaktionen oder im Falle von Rechtsangelegenhei­ten ist es ein immenser Vorteil, wenn die Papiere nicht landesweit in den Forstbetrieben verteilt sind, son­dern zentral vorliegen.

    Read the full story

  • SSI Schäfer Shop GmbH, one of the leading mail order companies for office equipment in Europe, receives 800 invoices per day. The quantity is a challenge from an accounting point of view. Regardless of whether invoices arrive by mail or e-mail, they must be transferred directly to the SAP ERP system.

    Read the full story

  • At ÖBB, EASY SOFTWARE implemented a digital HR solution. The goal: Complete digitization of core processes in the HR division.

    Read the full story


We would love to hear from you. Give us a call at +1 267 313 5780 or send your request via the contact form.

Not found what you were looking for?

You want to talk to us directly? Simply call or contact us.