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Learning Path - SAP Sales
Deep-dive into all courses combined together under the SAP Sales Learning Path. Acquire key skills & build career as Sales and Distribution ConsultantPreview Learning Path - SAP Sales course
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Courses included in the SAP Sales Learning Path Program
1.SAP SD (Sales Distribution)
2. SAP S/4HANA SALES (SD)
3. SAP CRM (Customer Relationship Management)
Some key highlights of the course are as follows
SAP Sales and Distribution (SD) is an important module of SAP ERP consisting of business processes required in selling, shipping, billing of a product. The module is tightly integrated with SAP MM & SAP PP. Key sub-modules of SAP SD are Customer and Vendor Master Data, Sales, Delivery, Billing, Pricing, and Credit Management.
Features of SAP SD module
Here are some important features of the SAP SD module:
- Price and Taxation: – It helps you to evaluate the price of goods and services under various conditions like rebate or discount, which is granted to a customer.
- Availability Check: Check the availability of a product in the warehouse of an organization.
- Billing & Invoice: Helps you to generate bills or invoices.
- Material Determination: Helps you to determine the details of materials based on a certain condition.
- Credit Management: It is a method of managing the credit limits of the customers. It can be figured in two different ways simple credit check and automatic credit check.
- Account Determination: Helps you to determine the details of customers based on a given condition type.
Key Components of SAP SD
The SAP SD module is the most vital ERP module developed by SAP. It helps in better management of sales and customer distribution data and processes in organizations.
The important components in SAP Sales and Distribution module are:
- Master Data
- Sales
- Shipping of Material
- Billing-Related
- Sales support
- Transportation of products
- Foreign Trade
· SAP CRM is one of the key modules in an organization which deals with handling customers effectively and efficiently. In today’s competitive market environment, it is necessary that companies make changes in a dynamic environment and take care of all the key activities related to customer service.
· SAP Customer Relationship Management is known as integrated customer relationship management module by SAP that helps any organization to achieve their business goals and allows them to perform all Customer Relationship tasks efficiently. CRM is one of the key components for making business strategy for medium and large-scale organizations and it also helps in understanding the customers, their needs and customer service effectively.
Uplatz designed this SAP Salesso that students can learn thatit is a software for every organization that helps in managing master data, system configuration, order and cash process related transactions and more. Using this module, learners will gain knowledge of how organizations can better manage their Customer Master and Material Master Data, Sales Orders, Deliveries, Pricing, Billing and Credit processes and so on. There are various sub-modules of SAP SD for different processes such as Master Data, Sales Support, Pendulum List Indirect Sales, Sales, Shipping and Transportation, Billing, Empties Management, Credit Management, Foreign Trade and Sales Information System. Each SAP SD module provides easy and swift management of task lists within the broader process of Sales and Distribution.
Course/Topic 1 - SAP SD - all lectures
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In this video, you will learn a basic of SAP R/3 - a 3 tier Architecture and SAP Conceptual Area - a backbone of SAP organisation. Further, it will be preceded with a detailed explanation of why the companies implement SAP. You will also learn about models in ERP/ECC system and different types of project in SAP industries.
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In this session, you will be introduced to SAP Landscape and what are the Server you will be having here. Further, you will have a detailed explanation on Business Process Flow of SAP SD from inquiry to Agreement & Contract. You will also be demonstrated with how to connect with SAP Software and its set up.
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In this tutorial, you will learn about Enterprise structure and its various modules. Further, in the session, you will learn why the Company is known as the highest organisational unit with a demonstration of how to configure a company. You will also learn about company code, Sales organisation, Distribution channel and their respective configuration hierarchy.
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This video is a continuation to first part, explaining more about modules of Enterprise Structure. The session continues with a detailed explanation of Sales office, sales group, Plant, Shipping Plant, Storage location and credit control area followed by a demonstration of their respective configuration.
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In this tutorial you will learn how to integrate data within the module & with the other module as well. Further, it will be preceded with how to assign Company Code to Company, Sales organisation to company code and many more. You will also learn how to test whether the data we created, implemented on SAP or not.
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In this video, you will be presented with how we can create 4 master data in an SAP SYSTEM. Out of all, Customer Master Data is the most important. Customer Master data is consist of 3 different screens. Today, in this lecture, we will also learn 4 steps to create customer data along with their set up demonstration.
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In the session, you will check whatever we have set up in the last lecture, whether successfully determining the customer data or not by creating a customer account. You will also learn if any error comes, what the exact reason is and how to remove it. Further, you’ll have a basic of how to change the partner function.
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This video continues with a demonstration of each step of how to change the partner function/Account group. Further, you will be provided with a detailed explanation of what is material and how to create Material Master record.
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In this lecture, you will learn a detailed concept of another 2 master data customer material info record (CMIR) and condition master data (CMD). You will also have an in-depth understanding of the Sales document process and its 3 different level/data in document processing along with an overview of business process flow of SAP SD.
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In the session, you will learn configuration for Sales document types. A detailed explanation of Functionality of Sales document type and its configuration. Further, you will be provided with configuration of Item Category & Free of charge item category.
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In the session, you will learn an assignment of Item Category with detailed explanation of Schedule line data along with demonstration of its Configuration and Assignment. Further, you will learn end to end process flow of order processing from creation of inquiry to configuration of return data.
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This video is about Pricing Structure, a backbone of sales based on Condition technique. Here, you will learn the configuration of pricing structure followed by configuration steps for creating pricing. Further, as step 1 you will learn how to create condition table and in step 2- how to maintain Access sequence.
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This video is a continuation of the previous lecture where you will learn the further step, how to define Condition type and its functionality. You will also learn how to define & assign pricing procedure also known as 16 fields of pricing the procedure with a detailed explanation of each field.
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In the session, you will understand how to define pricing procedure determination while defining customer. You will also learn how to maintain the condition record for pricing with the help of creating condition record for pricing and material record.
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In this video, you will learn steps for creating a condition technique for free well. There are total 9 steps, with each step explained in a detailed manner and with their respective configuration.
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In this video, you will learn about Material determination based on Condition technique followed by steps to create material determination with their respective configuration.
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In the session, you will have an in depth knowledge of separate conditional technique for Material listing & execution. You will learn configuration of material condition technique followed by certain steps to create Material listing & execution. You will also learn how to create sales order for material exclusion.
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In this video, you will be explained in detail about Revenue account integration and how it is an integration of SD & FICO modules. You will learn how to configure maintain condition technique for revenue account followed by several step. Further, you will be preceded with how to define Account assignment group of customer and group of material.
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In this video, you will have a deeper understanding of what is Credit management, types of credit check and how to create credit management followed by several steps with their respective configuration.
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In the session, you will learn about special sales order and two types of order processing: Cash sale order & Rush sale order. Further, you will be preceded with how to create cash sale order and rush sale order followed by certain steps and their respective configuration.
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In this video, you will be presented with three important terms of order processing i.e.: Shipping point determination, delivery and billing. Further, you will be preceded with how to create assign shipping point & shipping point determination followed by configuration of delivery and billing.
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In this session, you will learn assignment of Scheduling agreements & contracts. in the session, you will learn assignment of Scheduling agreements & contracts. You will know the differences between Scheduling agreement and Contract. Further, you will have an understanding of sales document type along with their respective configuration.
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This video is a continuation of previous lecture on types of sales document with the configuration of value contract. You will be introduced to Company complaints and its 2 types, i.e. Credit memo request & Debit memo request followed with a detailed explanation of why we create request.
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In this session, you will learn configuration setting for debit memo request. Further, you will be introduced to consignment sale also known as demo order where you will have an in-depth understanding of consignment process flow from consignment fill up, issue, pickups and return with their respective Configuration.
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In this video, you will learn how we can copy the data from header to header, to item and to scheduling; known as copying control. You will be presented with several examples to understand how it actually works.
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In the session you will learn how to create order with creation of inquiry, creation of quotation with reference to inquiry and creation of delivery with reference to sales order followed by their respective configuration.
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In the session, you will have a deeper knowledge of what is cross selling and how it helps organisations in improving their sale. You will also learn the configuration of cross selling. Further, you will be preceded with Configuration step for third party sales order processing, an integration of SD & MM modules.
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This video continues with further steps of third party sale order configuration. You will have a deeper knowledge of inter-company sale and Make-to-order production followed by their respective configuration. You will get a basic of Incompletion procedure as well.
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In the session, you will be presented with a detailed explanation on the Incompletion project, its type and phases of Incompletion project and why is it important for any firm. You will also learn about Functional specialisation followed by its configuration.
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In the session, you will learn about support process, what is the main job of support consultant and what are the roles and responsibilities of support project. You will also be provided with guidance on Resume preparation.
Course/Topic 2 - SAP SD (comprehensive) - all lectures
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In this first lecture session of SAP Basic Introduction we give you a basic overview of SAP BASIC and also cover basic functions of SAP.
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In this lecture session of SAP BASIC system landscape & architecture we learn about landscape & architecture of SAP.
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In this lecture session of SAP we learn about sales and distribution and also cover overview sales and distribution.
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In this lecture session of SAP we learn about enterprise structure and configuration.
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In this lecture session of SAP we talk about basic structure configuration of SAP and also cover Basic function of structure configuration.
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In This lecture session of SAP we learn about assignment of enterprise structure and also cover basic assignment of SAP.
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In this lecture session we learn about master data and also cover customer master data.
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In this lecture session we talk about customer master data and also cover basic differences between master data and customer data.
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In this lecture session we learn about customer master data config and also cover how we manage the customer data in records.
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In this lecture session we talk about material master data record and also cover how we make the master data records.
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In this lecture session we learn about customer material info records and also cover basic overview of customer data records.
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In this lecture session we learn about sales document processing and also cover basic data sales documents processing.
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In this lecture session of SAP we talk about how we make item category configuration and assignment.
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In this lecture session we learn about how we schedule lines and categories.
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In this lecture session we learn about pricing configuration with condition techniques and also cover all basic techniques of SAP.
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In this lecture session of SAP pricing configuration with condition record of master data.
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In this lecture session of SAP we talk about free goods and also cover free goods and record the goods.
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In this lecture session we learn about material determination and also cover basic material data and determination.
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In this lecture session we talk about material listing & exclusion and also cover basic listing of SAP.
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In this lecture session we talk about revenue account determination and also cover revenue account and records of accounts.
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In this lecture session of SAP of special sales order and record all the special sales of SAP.
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In this lecture session we talk about agreement contracts and customer complaints and also cover contracts and customer master data.
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In this lecture session we talk about shipping delivery picking delivery billing and also cover picking delivery the data.
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In this lecture session we talk about copying control and also learn how we control our copying techniques in SAP.
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In this lecture session we learn about incompletion procedures and third party sales order and also talk about what is third party sales.
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In this lecture session we learn about cross selling and consignment sales order and also talk about cross selling in third party sales order.
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In this lecture session we talk about Project Orientation Training & Implementation Process Flow & Support Process Flow and also talk about basic process flows.
Course/Topic 3 - SAP S/4HANA SD (Sales and Distribution) - all lectures
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In this session, we learn about how SAP S/4HANA SD is different from SAP SD on ECC.
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In this session, we learn about defining Company, Company Code, Sales Organization, Distribution Channel, Division, Sales Office and Sales Group.
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In this session, we learn about defining Plant, Storage Location, Shipping Point and assignments of Organizational Units.
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In this session, we learn about remaining assignments of Organizational Units.
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In this session we learn assigning Company Code to Fiscal Year Variant, Chart of Accounts and Field Status Variant, Materials Management View on Accounting, Stochoistic Block Values, set Company Code Productive, Financial Management Area, Global Company Code, Cost of Sales Accounting, Taxes, Credit Control Area, Controlling Area and Profit Center.
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In this session, we learn about Credit Segment, Company Code groups, FM account assignment derivation, Settings for Company Code, Material Ledger and Quantity and Value Updating.
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In this session, we learn about Business Area, Valuation Grouping Code, Inventory Management, Plant Parameters and Maintenance Planning Plant.
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In this session, we learn about different views of Material Master like Basic Data 1, Sales org1, Sales: General Plant, Purchasing, MRP 1, MRP 2, MRP 3, MRP 4 and Accounting 1.
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In this session , we learn about creation of Material Master, Initial entry of Material Stock and Display of Material Stock.
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In this session, we learn about General Data, Company Code Data, Sales Area Data and Customer account group.
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In this session, we learn about creation of grouping, Partner Functions and Creation of Customer Master.
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In this session, we learn about Access Sequence, Condition Type and Pricing Procedure.
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In this session, we learn about Pricing Determination and creation of Condition Master.
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In this session, we learn about various fields in Sales Document Type.
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In this session, we learn about Inquiry, Quotation, Sales Order, Delivery, Transfer Order, PGI, Invoice, Credit Memo Request, Debit Memo Request, Rush Order, Cash Sales, Quantity Contract, Scheduling Agreement, Consignment Fill Up, Consignment Issue, Consignment Pick Up and Consignment Return.
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Episode 16 - Item Category Type
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In this session, we learn about Configuration of Cross Selling.
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In this session, we learn about Configuration of Free Goods.
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In this session, we learn about Configuration of Third Party Sales.
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In this session, we learn about Copy Control, Product Proposal, Material Exclusion, Material Determination, Picking and Confirmation, Billing Document types, Creation of Billing Documents, Billing Methods, Billing Plan, Types of Billing Plan, Revenue Account Determination, Credit Management, Output Determination Process and Partner Determination.
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In this session, we learn about ASAP Methodology for Implementation Project and Support Project.
A career in SAP Sales and Distribution (SAP SD) and SAP S/4HANA SD offers various job roles with opportunities for growth and specialization.
Some common career prospects and job roles in both SAP SD and SAP S/4HANA SD are the following.
SAP SD Career Prospects:
1) SAP SD Consultant
Responsibilities include implementing, configuring, and customizing SAP SD modules based on client requirements. Consultants work on various aspects such as sales order processing, pricing, and delivery.
2) SAP SD Analyst
Analysts focus on analyzing business processes, gathering requirements, and providing support in the configuration and optimization of SAP SD systems.
3) SAP SD Project Manager
Project managers oversee the planning, execution, and successful delivery of SAP SD implementation projects. They coordinate activities, manage resources, and ensure project goals are met.
4) SAP SD Business Analyst
Business analysts bridge the gap between business needs and SAP SD solutions. They analyze business processes, identify opportunities for improvement, and translate requirements for technical teams.
5) SAP SD Support Specialist
Support specialists provide ongoing support and maintenance for SAP SD systems. They troubleshoot issues, apply patches, and ensure system stability.
6) SAP SD Team Lead
Team leads manage and lead a team of SAP SD professionals. They coordinate team activities, assign tasks, and ensure timely project delivery.
7) SAP SD Trainer
Trainers educate end-users and other team members on SAP SD functionalities, best practices, and system usage.
SAP S/4HANA SD Career Prospects:
1) SAP S/4HANA SD Consultant
Consultants specialize in implementing, configuring, and optimizing the SAP S/4HANA SD module. They leverage the advanced features of S/4HANA for improved business processes.
2) SAP S/4HANA SD Architect
Architects design and plan the overall SAP S/4HANA SD solution architecture. They ensure alignment with business goals and industry best practices.
3) SAP S/4HANA SD Solution Architect
Solution architects focus on designing end-to-end solutions within the SAP S/4HANA landscape, considering integration with other modules and external systems.
4) SAP S/4HANA SD Project Manager
Project managers in the S/4HANA environment lead projects that involve the implementation or migration to SAP S/4HANA SD. They ensure successful project execution and delivery.
5) SAP S/4HANA SD Functional Lead
Functional leads provide leadership in the functional aspects of SAP S/4HANA SD. They guide the team in aligning solutions with business requirements.
6) SAP S/4HANA SD Data Migration Specialist
Data migration specialists focus on migrating data from legacy systems to SAP S/4HANA SD, ensuring data accuracy and completeness.
7) SAP S/4HANA SD Fiori/UI5 Developer
Developers specialize in creating user-friendly interfaces for SAP S/4HANA SD applications using technologies like SAP Fiori and UI5.
8) SAP S/4HANA SD Integration Specialist
Integration specialists ensure seamless integration between SAP S/4HANA SD and other SAP modules or external systems.
9) SAP S/4HANA SD Business Process Analyst
Business process analysts analyze and optimize end-to-end business processes within SAP S/4HANA SD, identifying areas for improvement and innovation.
10) SAP S/4HANA SD Upgrade Consultant
Consultants specializing in upgrades help organizations transition from earlier SAP versions to the latest SAP S/4HANA SD, ensuring a smooth migration process.
Key Considerations:
a) Certifications: Earning relevant SAP certifications, such as SAP Certified Application Associate - SAP S/4HANA Sales, is beneficial for career advancement in both SAP SD and SAP S/4HANA SD.
b) Industry Focus: Opportunities may vary based on industry sectors, with certain industries having specific needs and compliance requirements.
c) Continuous Learning: Staying updated on the latest developments in SAP, including new features and functionalities in SAP S/4HANA, is crucial for career growth.
d) Soft Skills: Effective communication, problem-solving, and collaboration skills are essential for success in SAP roles, as they often involve working closely with business stakeholders.
These career prospects and job roles provide a foundation for individuals looking to build a career in SAP SD and progress to more advanced roles in the SAP S/4HANA SD landscape. The demand for professionals with expertise in SAP continues to be strong, and staying current with the latest technologies and trends is key to long-term success.
SAP SD (Sales and Distribution):
1) What is SAP SD, and what are its key modules?
SAP SD stands for Sales and Distribution. Key modules include Sales Order Processing, Delivery Processing, Billing, and Pricing.
2) Explain the order-to-cash (O2C) process in SAP SD.
The O2C process involves creating a sales order, delivering the goods or services, creating a billing document, and receiving payment.
3) What is a sales organization in SAP SD?
A sales organization represents a legal entity within a company that sells goods or services. It is responsible for all sales transactions.
4) What is a delivery document in SAP SD?
A delivery document is created in the delivery processing stage and contains information about the goods being shipped to the customer.
5) Explain the concept of a pricing procedure in SAP SD.
A pricing procedure determines how prices are calculated in sales documents based on various factors like quantity, discounts, and surcharges.
6) What is the significance of a condition type in SAP SD pricing?
A condition type represents a specific pricing element, such as a discount or surcharge. It defines how prices are calculated in a sales document.
7) How can you create a customer master record in SAP SD?
You can create a customer master record using the transaction code XD01 or through the navigation path in the SAP Easy Access menu.
8) Explain the difference between a sales order and a delivery order.
A sales order is a document that represents a customer's request for goods or services, while a delivery order signifies the shipment of those goods or services to the customer.
9) What is the purpose of the SAP SD billing document?
The billing document in SAP SD represents the finalization of the sales process and triggers the invoicing of the customer.
10) How can you configure automatic determination of the plant in a sales order?
Automatic determination of the plant can be configured using the item category and the assignment of the delivering plant to the shipping point in the sales document type.
SAP S/4HANA SD:
1) What are the key benefits of SAP S/4HANA for the SD module?
Benefits include improved user experience with the SAP Fiori interface, simplified data models, and enhanced analytics capabilities.
2) Explain the concept of the Universal Journal in SAP S/4HANA.
The Universal Journal in SAP S/4HANA consolidates financial and operational data in a single table, providing real-time insights into business processes.
3) How does SAP S/4HANA improve the order-to-cash process compared to the traditional SAP SD module?
SAP S/4HANA offers a simplified data model, faster processing, and enhanced analytics for a more efficient order-to-cash process.
4) What is the significance of the Material Ledger in SAP S/4HANA SD?
The Material Ledger in SAP S/4HANA provides real-time material valuation and allows for parallel valuation approaches, enhancing accuracy in financial reporting.
5) How does SAP S/4HANA enable advanced analytics in the SD module?
SAP S/4HANA leverages embedded analytics, allowing users to perform real-time analytics directly within the application using features like Smart Business.
6) Explain the concept of Central Finance in SAP S/4HANA.
Central Finance allows organizations to integrate financial data from multiple systems into a central SAP S/4HANA system for unified financial reporting.
7) What is the purpose of the Material Availability Check in SAP S/4HANA SD?
The Material Availability Check in SAP S/4HANA ensures that sufficient stock is available to fulfill customer orders, helping prevent delays in delivery.
8) How does SAP S/4HANA support multi-channel sales and distribution?
SAP S/4HANA provides omnichannel capabilities, allowing businesses to efficiently manage sales across various channels, including online and offline.
9) What is the role of the Advanced ATP (Available-to-Promise) in SAP S/4HANA SD?
Advanced ATP in SAP S/4HANA enhances the accuracy of promising delivery dates to customers by considering various factors like transportation constraints and manufacturing lead
times.
10) How does SAP S/4HANA handle credit management in the SD module?
SAP S/4HANA provides real-time credit management, allowing businesses to assess and monitor credit limits dynamically during the order-to-cash process.
11) Explain the concept of Output Management in SAP S/4HANA SD.
Output Management in SAP S/4HANA allows businesses to configure and manage communication with customers and partners through various channels, including print and electronic formats.
12) How does SAP S/4HANA leverage in-memory computing for improved performance?
SAP S/4HANA uses in-memory computing, allowing for faster data processing and real-time analytics, resulting in improved performance compared to traditional databases.
13) What is the significance of SAP Fiori in the context of SAP S/4HANA SD?
SAP Fiori provides a modern, user-friendly interface for SAP S/4HANA SD applications, enhancing the user experience and enabling mobile access.
14) Explain the concept of Simplified Data Models in SAP S/4HANA SD.
Simplified Data Models in SAP S/4HANA eliminate redundant data storage, resulting in a more streamlined and efficient database structure.
15) How does SAP S/4HANA support integration with external systems and cloud services?
SAP S/4HANA supports integration through standard APIs (Application Programming Interfaces) and offers cloud connectors for seamless connectivity with external systems and cloud services.