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SAP SD (basic to advanced)

Learn about document types, document flow & process chain, material master record, Sales document structure and more.
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Course Duration: 30 Hours
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SAP Sales and Distribution (SD) module looks after the processes from order to delivery of a product.

 

SAP SD module takes care of Sales Orders, Consignments, Credit & Debit Memo Requests, Back Orders, and Contracts. It is the most substantial module by SAP and works closely with other SAP modules to create an efficient work process. SAP SD works on various components like Master Data, Shipping, Credit Management, Billing, Transportation, and Sales Support. It helps in achieving a strong customer relationship starting from raising a quotation to sales order to billing of a product or service.

SAP SD module is a logistics module part which is a very important component of the SAP Business suite. Powered with an understanding and knowledge of the comprehensive functionality in SAP SD, you can easily manage the entire customer life cycle efficiently and intelligently.

 

On successful completion of this SAP SD training provided by Uplatz, you will be able to understand:

1) Document flow and process chain

2) Document types in Sales and Distribution

3) Material Master Record

4) Sales document structure

5) Schedule lines categories

6) Defining and maintaining prices

7) Surcharges and discounts.

You will also get a deep understanding of handling of pre-sales activities, Sales and Distribution aspects, sales orders, Finance and accounting aspects, and Documentation flow & process chain, and the like.

 

Course/Topic - SAP SD (basic to advanced) - all lectures

  • Introduction to SAP

    • 43:43

  • Introduction to SAP SD

    • 49:42

  • Organizational Structure of an Enterprise in SAP ECC

    • 51:03

  • Configuration of Enterprise Structure

    • 55:43

  • Assigning Enterprise Structure

    • 55:57

  • Master Data - Material Master and Customer Master

    • 59:36

  • Configuration of Master Data - part 1

    • 58:57

  • Configuration of Master Data - part 2

    • 34:22

  • Configuration of Master Data - part 3

    • 36:08

  • Sales Order Processing

    • 14:24

  • Document Types for Pre-Sales and Sales Documents

    • 49:18

  • Define Number Ranges for Document Type

    • 58:16

  • Pricing Process and Determination

    • 43:54

  • Pricing Condition Technique Overview

    • 57:48

  • Access Sequence - Condition Types - Pricing Procedures

    • 37:40

  • Free Goods Processing

    • 39:48

  • Material Determination

    • 42:22

  • Material Listing and Exclusion

    • 59:23

  • Revenue Account Determination

    • 47:17

  • Credit Management

    • 58:47

  • Special Sales Orders

    • 27:33

  • Shipping Point Determination

    • 48:19

  • Assignment of Scheduling Agreements and Contracts

    • 46:25

  • Configuration of Value Contracts

    • 56:17

  • Consignment Sale

    • 28:37

  • Copying Control

    • 59:23

  • Sales Inquiry and Sales Quotation Process

    • 39:02

  • Cross Selling

    • 59:17

  • SD MM Integration

    • 28:28

  • Implementation

    • 59:56

  • Support

    • 19:30
Course Objectives Back to Top

1. Understand Organizational Units and Structure in Sales, Shipping, and Billing

2. Have complete knowledge of Customer data, Master data, and Customer-material Info Record

3. Understand the core concepts of Sales Document Processing and Reporting

4. Gain knowledge on end to end process of Delivery i.e. Types, Item Categories, Picking, Packaging, Scheduling & Routing

5. Understand price processing techniques, records and bonus processing

6. Complete knowledge on basics of billing, types, plans and account determination

 

Course Syllabus Back to Top

I. Introduction to SD
Introduction to ERP
SAP Overview
Functions and Objectives Of SD
Overview Cycle of SD

II. The Organizational Structure of an Enterprise in the SAP ECC system
Navigation basics- Easy access, favourites, settings
Creation of Organizational Elements – Company, Company code, Plant, Storage Location, Sales organization, Distribution channel, Sales Office, Sales group and Assignments

III. Master Data
Material Master
Customer Master
Customer Material Information record

IV. Pricing Process and Determination
Pricing Condition technique overview
Define Access sequence
Define Condition Types
Define pricing procedures
Pricing procedure determination
Pricing conditions in sales order
Pricing conditions in Invoicing

V. Document Types for Pre-sales and Sales Documents
(IN, QT, OR, QC, WK1, WK2, CS, RO, CR, DR) - vov8
Define Document types
Define Number Ranges for Document Type
Defining Sales document types with controls
Sales Item category-defining and controls
Schedule line categories
Item category and schedule line categories determinations

VI. Sales Cycles - Sales Processes
Sales Inquiry Process
Sales Quotation Process
Contracts processing
Sales Order Process
Delivery and Shipping process
Invoicing Process
Credit and Debit Memo process
Credit Sales Process- Configuring credit checks, risk categories
Cash Sales process
Rush Order process

VII. Free Goods Processing
Free goods process overview
Free goods Condition technique
Exclusive and Inclusive free offers

VIII. Revenue Account Determination
Integration of SD with FI/CO
Revenue account determination process
Revenue account determination
G/L account determinations

IX. SD Basic Functions
Partner determination process
Output determination process
Text determination process
Material determination
Transfer of requirements
Availability check process
Incompletion process
Listing and Exclusion
Route determination process
Working with Bill of Materials

X. Special Sales Special Processes
Consignment Sales process
Stock transport order
Third-party process
Returnable transport packaging – RTP
Intercompany Sales
Rebates processing

XI. Invoicing Plans
Periodic Invoicing
Milestone billing

XII. Variant Configuration
Variant Configuration Overview
Confuting variant configuration process
Working with variants & variants pricing
Testing scenarios in variant pricing

XIII. Integration with Other Modules and Support
Integration of SD with FI/CO
Integration of SD with MM
Integration of SD with PP
Idocs handling
Batch Jobs handling
Support Projects Handling documentation
Implementation Projects handling & documentation

Certification Back to Top

This SAP SD (basic to advanced) training course is designed to help you crack the SAP Certified Application Associate - Sales and Distribution with SAP ERP 6.0 EhP7exam. 

The SAP SD is a primary ERP module developed by SAP. The SAP SDis used to manage sales, selling, billing, product or service transportations. The SAP SD Basic to Advanced course covers vendor master data, sales and delivery comprising basic to advanced concepts.

The SAP SD Associate certification exam covers sales process, billing process and customizing, organization structure and more. 

Uplatz Course Completion Certificate will be awarded upon the completion of the SAP SD  Basic to Advanced course training. 

The SAP SD certification exam verifies that the participants possess basic knowledge and can prove their skills in the area of SAP sales and distribution. This SAP SD certification exam validates that the participant has a strong understanding about this consultant profile, and able to implement the knowledge practically in projects.

Below given are the certification details of SAP Certified Application Associate - Sales and Distribution with SAP ERP 6.0 EhP7

• Certification Level: Associate

• Exam Name: SAP Certified Application Associate- Sales and Distribution with SAP ERP 6.0 EhP7

• Exam Code: C_TSCM62_67

• Exam Mode: Online

• Total Number of Questions: 80

• Pass Score: 65%

• Time Duration: 180 Minutes

• Exam fee: $550

Career & Jobs Back to Top

The SAP SD Consultant draws an average salary of $120,775 per year depending on the knowledge and hands-on experience. The SAP SD Consultant job roles have a huge demand in the growing industry.

If you're interested in a career in sales and distribution, then SAP SD Basic to Advanced is a great courseto pursue.There is a great demand for SAP SD consultant in the field of sales, selling and billing of a product. The SAP SD consultant job roles are growing exponentially considering the sales management. 

The SAP SD certification is targeted to beginners, sales professionals and excel in sales and customer distribution area.

The following are the job titles:

• SAP SD Associate

• SAP SD Consultant

• SAP Sales Developer

• SAP SD Functional Consultant

• SAP Consultant

 

The SAP SD (basic to advanced) course helps the participants to learn and implement the learnt concepts in an enterprise.

Interview Questions Back to Top

1) What is SAP SD? What are the primary functions of Sales and Distribution?

SAP SD handles all the processes of order to delivery. It executes the business processes used in selling, shipping and billing of product and services.

  • Inquiries & Quotes
  • Sales Orders
  • Sales Return
  • Consignment
  • Contract & Scheduling Agreements
  • Credit & Debit Memo requests
  • Rush Orders & Cash Sales
  • Back Orders

 

2) What is the organizational structure in sales and distribution?

The organizational structure in sales and distribution is.

  • Sales Organization
  • Distribution Channel
  • Division
  • Sales Office
  • Sales Groupb

 

3) Explain what is the difference between milestone and periodic billing?

  • Periodic: Full amount in each bill till contract period
  • Milestone: Partial amount in each bill till full amount is billed

 

4) Explain how shipping point is determined?

Shipping point is determined by,

Shipping Conditions + Loading Group + Delivery Plant = Shipping Point.

 

5) Explain how you can assign distribution channel to Sales Organization?

To assign distribution to sales organization in SAP, you have to follow the path.

SPRO (SAP Project Reference Object) >IMG >Enterprise structure >Assignment > Sales and Distribution > Assign distribution channel to sales organization.

 

6) Mention what are the Sales Document types in SAP? What is the configuration step to define sales document type in SAP SD?

The Sales Document types available in SAP are.

  • Credit Memo Request
  • Debit Memo Request
  • Standard Order
  • Returns, etc.

Configuration steps for SAP SD

IMG Menu Path: SPRO > IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Define Sales Document Type.

 

7) Explain what is condition types? What is the path to define condition type in SAP for pricing?

The representation of certain aspects related to your daily pricing activities is referred as condition types.

The path for condition type for pricing is.

SAP IMG path: SPRO > SAP Reference IMG > Sales and Distribution > Basic Functions > Pricing > Pricing Control > Define Condition Types.

 

8) Mention what is the Reversal PGI? Can you cancel the PGI and mention the transaction code for PGI?

PGI or Post Good Issue is done to keep a record of available goods in stock after the goods are delivered. Good issue transaction cannot be cancelled but can be reversed.

The transaction t-code for reverse PGI is VL09. Partial quantity reversal is not possible, in the delivery document you cannot reverse the PGI for one item/ partial quantity.

 

9) Explain what is the difference between SAP credit memo request and SAP Credit Memo?

SAP Credit Memo (T-code VF01) is created on the basis of credit memo request (T-code: Va01). Credit memo request is generated when you have to pay to the customer. (Excess bill or damages or change in the price).

 

10) When would you use a SAP Return Order and SAP Credit Memo?

SAP Return Order is carried out when customer returns any previously purchased products and requires a credit or money back. While credit memo is when the customer is credited without returning any goods.

 

11) Explain what is SAP Posting Period? What is the transaction code to open and close posting period?

SAP posting period is to make sure that posting period for the business sales order is aligned with financial posting date, which means when financial accounting is ready for closing and proceed with the payment.

The transaction code to open and close posting period is S_alr_87003642

 

12) Explain what Copy control is and when Copy Control transition can be done? In what manner Copy Control transition can be done?

In SAP SD, the process of copying data from the source document to the target document is done by Copy Controls. They consist of program referred as routing that determines how the system will transfer the data. Copy control could be useful for the end users who don’t want to repeat the control parameters from order- to delivery- and then billing.

Copy control can be done in following manner:

  • Sales document by sales document
  • Billing document by sales document
  • Sales document by delivery
  • Sales document by billing document
  • Delivery by billing document

 

13) What are the three levels that copy controls are set up? And what are the transaction codes through which it could be done?

At three levels of sales order copy controls are set up Header level, Item level and Schedule line level.

  • VTAA: from sales order to sales order
  • VTLA: from sales order to delivery
  • VTAF: from the billing document to sales order
  • VTFA: from sales order to billing document
  • VTFL: from delivery to billing document
  • VTFF: from the billing document to billing document

 

14) Explain how you can include condition type in the pricing procedure?

To include condition type in the pricing procedure, you have to follow the pathway

Basic Functions >Pricing >Pricing Control >Define and Assign pricing procedure and then select “ Maintain pricing procedures” after that select pricing procedure and then “Control Data” and add your condition type to the pricing system.

 

15) Explain what is Proforma Invoice and what are the types of it?

Proforma invoice is a reference doc for import and export negotiations. The standard proforma invoice doc types are

  • With reference to order – F5
  • With reference to delivery- F8

 

16) Mention the transaction code used to create a return delivery?

Transaction code is used to create a return delivery is T/C VA01 with standard order type RE, while return delivery is T/C VL01 with return delivery doctype LR

 

17) Mention what are the two places where you need to configure CIN (Country Version India)?

The two places where you have to configure CIN is Financial Accounting > Tax on sale and purchase, and other is Logistic General -> Tax on Goods Movement

 

18) Explain what is the difference between rush order and cash sales?

  • Rush Order: Order delivery will be done on the same day while billing will be done later
  • Cash Sale: Billing and order delivery will be done on the same day

 

19) List out the five features you can control for the sale document type?

For sale document type the five features you can control is

  • Text
  • Partner
  • Pricing
  • Taxes
  • Output
  • Delivery

 

20) Mention what are the techniques available in delivery Scheduling?

The techniques available in delivery Scheduling are:

  • Backward Scheduling: The system calculates requested delivery date
  • Forward Scheduling: The system calculates the earliest possible date based on the material available date
Course Quiz Back to Top
Start Quiz
Q1. What are the payment options?
A1. We have multiple payment options: 1) Book your course on our webiste by clicking on Buy this course button on top right of this course page 2) Pay via Invoice using any credit or debit card 3) Pay to our UK or India bank account 4) If your HR or employer is making the payment, then we can send them an invoice to pay.

Q2. Will I get certificate?
A2. Yes, you will receive course completion certificate from Uplatz confirming that you have completed this course with Uplatz. Once you complete your learning please submit this for to request for your certificate https://training.uplatz.com/certificate-request.php

Q3. How long is the course access?
A3. All our video courses comes with lifetime access. Once you purchase a video course with Uplatz you have lifetime access to the course i.e. forever. You can access your course any time via our website and/or mobile app and learn at your own convenience.

Q4. Are the videos downloadable?
A4. Video courses cannot be downloaded, but you have lifetime access to any video course you purchase on our website. You will be able to play the videos on our our website and mobile app.

Q5. Do you take exam? Do I need to pass exam? How to book exam?
A5. We do not take exam as part of the our training programs whether it is video course or live online class. These courses are professional courses and are offered to upskill and move on in the career ladder. However if there is an associated exam to the subject you are learning with us then you need to contact the relevant examination authority for booking your exam.

Q6. Can I get study material with the course?
A6. The study material might or might not be available for this course. Please note that though we strive to provide you the best materials but we cannot guarantee the exact study material that is mentioned anywhere within the lecture videos. Please submit study material request using the form https://training.uplatz.com/study-material-request.php

Q7. What is your refund policy?
A7. Please refer to our Refund policy mentioned on our website, here is the link to Uplatz refund policy https://training.uplatz.com/refund-and-cancellation-policy.php

Q8. Do you provide any discounts?
A8. We run promotions and discounts from time to time, we suggest you to register on our website so you can receive our emails related to promotions and offers.

Q9. What are overview courses?
A9. Overview courses are 1-2 hours short to help you decide if you want to go for the full course on that particular subject. Uplatz overview courses are either free or minimally charged such as GBP 1 / USD 2 / EUR 2 / INR 100

Q10. What are individual courses?
A10. Individual courses are simply our video courses available on Uplatz website and app across more than 300 technologies. Each course varies in duration from 5 hours uptop 150 hours. Check all our courses here https://training.uplatz.com/online-it-courses.php?search=individual

Q11. What are bundle courses?
A11. Bundle courses offered by Uplatz are combo of 2 or more video courses. We have Bundle up the similar technologies together in Bundles so offer you better value in pricing and give you an enhaced learning experience. Check all Bundle courses here https://training.uplatz.com/online-it-courses.php?search=bundle

Q12. What are Career Path programs?
A12. Career Path programs are our comprehensive learning package of video course. These are combined in a way by keeping in mind the career you would like to aim after doing career path program. Career path programs ranges from 100 hours to 600 hours and covers wide variety of courses for you to become an expert on those technologies. Check all Career Path Programs here https://training.uplatz.com/online-it-courses.php?career_path_courses=done

Q13. What are Learning Path programs?
A13. Learning Path programs are dedicated courses designed by SAP professionals to start and enhance their career in an SAP domain. It covers from basic to advance level of all courses across each business function. These programs are available across SAP finance, SAP Logistics, SAP HR, SAP succcessfactors, SAP Technical, SAP Sales, SAP S/4HANA and many more Check all Learning path here https://training.uplatz.com/online-it-courses.php?learning_path_courses=done

Q14. What are Premium Career tracks?
A14. Premium Career tracks are programs consisting of video courses that lead to skills required by C-suite executives such as CEO, CTO, CFO, and so on. These programs will help you gain knowledge and acumen to become a senior management executive.

Q15. How unlimited subscription works?
A15. Uplatz offers 2 types of unlimited subscription, Monthly and Yearly. Our monthly subscription give you unlimited access to our more than 300 video courses with 6000 hours of learning content. The plan renews each month. Minimum committment is for 1 year, you can cancel anytime after 1 year of enrolment. Our yearly subscription gives you unlimited access to our more than 300 video courses with 6000 hours of learning content. The plan renews every year. Minimum committment is for 1 year, you can cancel the plan anytime after 1 year. Check our monthly and yearly subscription here https://training.uplatz.com/online-it-courses.php?search=subscription

Q16. Do you provide software access with video course?
A16. Software access can be purchased seperately at an additional cost. The cost varies from course to course but is generally in between GBP 20 to GBP 40 per month.

Q17. Does your course guarantee a job?
A17. Our course is designed to provide you with a solid foundation in the subject and equip you with valuable skills. While the course is a significant step toward your career goals, its important to note that the job market can vary, and some positions might require additional certifications or experience. Remember that the job landscape is constantly evolving. We encourage you to continue learning and stay updated on industry trends even after completing the course. Many successful professionals combine formal education with ongoing self-improvement to excel in their careers. We are here to support you in your journey!

Q18. Do you provide placement services?
A18. While our course is designed to provide you with a comprehensive understanding of the subject, we currently do not offer placement services as part of the course package. Our main focus is on delivering high-quality education and equipping you with essential skills in this field. However, we understand that finding job opportunities is a crucial aspect of your career journey. We recommend exploring various avenues to enhance your job search:
a) Career Counseling: Seek guidance from career counselors who can provide personalized advice and help you tailor your job search strategy.
b) Networking: Attend industry events, workshops, and conferences to build connections with professionals in your field. Networking can often lead to job referrals and valuable insights.
c) Online Professional Network: Leverage platforms like LinkedIn, a reputable online professional network, to explore job opportunities that resonate with your skills and interests.
d) Online Job Platforms: Investigate prominent online job platforms in your region and submit applications for suitable positions considering both your prior experience and the newly acquired knowledge. e.g in UK the major job platforms are Reed, Indeed, CV library, Total Jobs, Linkedin.
While we may not offer placement services, we are here to support you in other ways. If you have any questions about the industry, job search strategies, or interview preparation, please dont hesitate to reach out. Remember that taking an active role in your job search process can lead to valuable experiences and opportunities.

Q19. How do I enrol in Uplatz video courses?
A19. To enroll, click on "Buy This Course," You will see this option at the top of the page.
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e) Start learning: After payment, your course will be added to your profile in the student dashboard under "Video Courses".

Q20. How do I access my course after payment?
A20. Once you have made the payment on our website, you can access your course by clicking on the "My Courses" option in the main menu or by navigating to your profile, then the student dashboard, and finally selecting "Video Courses".

Q21. Can I get help from a tutor if I have doubts while learning from a video course?
A21. Tutor support is not available for our video course. If you believe you require assistance from a tutor, we recommend considering our live class option. Please contact our team for the most up-to-date availability. The pricing for live classes typically begins at USD 999 and may vary.
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