1. SAP Glossary
  2. Sales and Distribution
  3. customer fact sheet


What is customer fact sheet in SAP SD - Sales and Distribution?


SAP Term: customer fact sheet

  • Component: SD

  • Component Name: Sales and Distribution

  • Description: An overview of sales-relevant data for a customer. The data refers either to a sales area or a sales organization. The following output formats are available: Web format A web application provides personal worklists for the selected customer. You can process the worklists directly in the customer fact sheet. Print Version PDF-based forms represent the personal worklists related to the selected customers as a table. Interactive processing is not possible. The master data provides access to the following information: Personal worklists for example, a list of open quotes, list of contact persons Customer analyses for example, incoming orders from the last 12 months Display data from the customer master


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  • Key Concepts: 
    Customer Fact Sheet is a feature in SAP Sales and Distribution (SD) that provides an overview of all the important information related to a customer. It includes data such as customer contact information, sales history, credit limit, and payment terms. It also provides a summary of the customer’s current open orders and open invoices. 
    
    How to use it: 
    To access the Customer Fact Sheet, go to the SAP Easy Access menu and select Sales and Distribution > Master Data > Business Partner > Customer > Display. Enter the customer number and click on the “Fact Sheet” button. This will open up the Customer Fact Sheet window, which contains all the relevant information about the customer. 
    
    Tips & Tricks: 
    The Customer Fact Sheet can be used to quickly view all the important information related to a customer in one place. It can also be used to quickly identify any discrepancies in the customer’s data, such as incorrect contact information or incorrect payment terms. 
    
    Related Information: 
    The Customer Fact Sheet is part of SAP Sales and Distribution (SD). Other features in SD include Sales Order Processing, Delivery Processing, Billing Processing, and Pricing.
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