Copying customer master data

You can use the Customer Masters page as a stand-alone solution to manage your customer master data if not provided by the ERP system.

Note: If you use the Customer Masters page as a stand-alone solution, the CustomerPartyMaster BOD import must be deactivated.

To copy master data of a customer:

  1. Select Master Data > Customer Masters.
  2. Select a customer master.
  3. Click Copy to copy the selected customer master data.
    The detail view of the Customer Masters page is displayed.
  4. Edit the settings as required.
    See Creating customer master data.
  5. To save the customer master data, click Save.
    A notification displays that the customer master data has been saved successfully.