SAP Customer Onboarding Processes

Today, following SAP customer onboarding processes is beneficial to companies and organizations. How can they benefit from onboarding their customers in SAP?

SAP Customer Onboarding Processes: What?

To begin, SAP customer onboarding is an activity that allows companies to streamline their customer’s initial entry into the SAP supply chain. The objective is to assist the customer in integrating with the SAP system effectively and efficiently. It is also a means by which companies can ensure that customer data is accurate, consistent, and complete throughout the system.

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Then, the process comprises several activities that are performed during said integration. These activities include, but are not limited to:

  • Customer Data Management. This involves the capture and storage of customer data into the SAP system.
  • Customer Configuration Management. This step is for the configuration of customer master records. Then, the configuration involves populating details such as contact information, customer type, account structures, and so on.
  • Product Master Data Management. This consists of populating product master data into the SAP system. This includes items such as product/service descriptions and properties, as well as product pricing and availability across channels.
  • Procurement Process Management. This involves populating purchase requisitions and receiving orders in the SAP system. It also covers the monitoring of purchase orders, purchases order approvals, and more.
  • Supply Chain Management. In this step, customers’ supply chains are integrated into the SAP system. This covers activities such as integration of master data for suppliers and suppliers’ delivery planning tools, As well as suppliers’ sales order management tools, suppliers’ production order management tools, and more.

SAP Customer Onboarding Processes: Why?

Aside from increasing efficiency and effectiveness in terms of managing customers and their data in SAP, there are other benefits to following SAP customer onboarding processes. For instance:

  • When customers are onboarded in SAP through these processes, they have access to a wide range of opportunities. This can help them grow their businesses and improve performance levels. This can only be done if they are integrated with a single source of truth–the SAP system. Additionally, when it comes to decision-making processes in the company, it becomes easier for company officials to come up with strategies. And then make informed decisions when they have accurate information on hand.
  • Companies can also lower costs when they follow these processes. For instance, they might be able to lower IT-related costs by streamlining customer onboarding tasks. They might also be able to lessen project management costs if they streamline these tasks. Moreover, there may be cost savings related to training employees on these processes as well.

So, companies must define what data elements need to be captured from each source system. This will help them determine which data elements are critical to capture and which ones are not so critical. It will also help them narrow down the number of data elements they will have to capture from each source system, thus minimizing time and effort spent on capturing data from these systems in general.


As you can see, companies need to follow SAP customer onboarding processes. This is because it helps them streamline the integration of their customers and their data into the SAP system. This, in turn, allows them to improve their performance levels.