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SAP S/4HANA SD

A structured learning path covering SAP S/4HANA and ERP fundamentals, SAP SD navigation, enterprise structure, master data, sales, pricing, delivery, billing, credit management, integration and end-to-end project practice.

12 ModulesSAP SDSalesPricingOrder to Cash
Program Overview

From SAP foundations to an end-to-end SD project

The curriculum moves from ERP and SAP S/4HANA fundamentals into navigation and enterprise structure, master data, sales processing, item categories, pricing, delivery, billing, credit management, integration, reporting and complete order-to-cash practice.

Learning Journey

01
FoundationERP, S/4HANA & SAP SD
02
NavigationGUI, Fiori, T-codes & screens
03
StructureEnterprise structure & master data
04
SalesPre-sales, orders & item controls
05
PricingConditions, discounts & taxes
06
FulfillmentDelivery, shipping & billing
07
IntegrationCredit, MM, FI, PP & reporting
08
ProjectComplete order-to-cash practice

How the SD process connects

START
Master Data
Customer · Material
PRE-SALES
Inquiry & Quotation
Engage · Quote · Convert
ORDER
Sales Order
Items · Pricing · Schedule
FULFILL
Delivery & Shipping
Pick · Pack · PGI
BILL
Billing
Invoice · Credit · Debit
ACCOUNT
FI Integration
Accounting impact
Curriculum

12-module curriculum

MODULE 01

Introduction to SAP S/4HANA and ERP Fundamentals

  • Overview of ERP, SAP and S/4HANA
  • ERP concepts and business operations
  • SAP ecosystem and S/4HANA in enterprise management
  • Key modules integrated with SAP SD
  • SAP ECC vs SAP S/4HANA
  • ERP business process flow
  • SD business functions in an enterprise scenario
  • Map business needs with SAP SD functions
MODULE 02

SAP Navigation and User Interface

  • SAP Login, Menus, Screens and Transaction Codes
  • SAP GUI and SAP Fiori launchpad
  • Transaction codes and menu paths
  • Screen elements, fields, tabs and status bars
  • Authorization and user roles basics
  • Navigate SAP GUI and Fiori
  • Access transactions using T-codes and menu paths
  • Personalize screen layout and save variants
  • Help features and search tools
MODULE 03

Enterprise Structure in SAP SD

  • Client, Company Code, Sales Area and Related Units
  • Organizational structure in SAP SD
  • Client, company code, sales organization, distribution channel and division
  • Sales area formation and use in transactions
  • Enterprise structure in business sales processes
  • Identify and interpret enterprise structure elements
  • Organizational assignments in a training system
  • Sales area impact on master and transactional data
  • Validate organizational linkages
MODULE 04

Master Data Management in SAP SD

  • Customer Master Data
  • General, company code and sales area views
  • Partner functions and customer account groups
  • Master data in sales processing
  • Create and maintain customer master records
  • Update customer views and partner functions
  • Display and verify customer master details
  • Use customer data in downstream sales transactions
  • Material Master and Customer-Material Info Record
  • Sales-related material master views
  • Customer-material info record and business use
  • Master data impact on pricing, delivery and billing
  • Maintain customer-material info records
  • Validate material sales data in order processing
MODULE 05

Sales Document Processing

  • Inquiry and Quotation Process
  • Pre-sales process in SAP SD
  • Inquiry and quotation document types
  • Document flow and follow-up actions
  • Quotations and customer engagement
  • Create inquiries and quotations
  • Convert pre-sales documents into subsequent sales documents
  • Display and track document flow
  • Modify and save quotation details
  • Sales Order Creation and Processing
  • Sales order structure and components
  • Sales document types and item categories
  • Schedule lines, delivery relevance and order controls
  • Sales order impact on logistics and billing
  • Create standard sales orders
  • Sold-to, ship-to, material and quantity details
  • Process changes in sales orders
  • Review incompletion logs and resolve data issues
MODULE 06

Item Categories and Schedule Lines

  • Item Category Determination
  • Item categories in SAP SD
  • Item category determination
  • Item category types and business usage
  • Delivery and billing relevance
  • Review item category determination settings
  • Identify item category in sales transactions
  • Analyze item category impact on order processing
  • Test item category behavior
  • Schedule Line Categories
  • Schedule line purpose in order fulfillment
  • Schedule line category determination
  • Availability check and delivery scheduling
  • Schedule lines and inventory movement
  • Display schedule line details
  • Interpret confirmed quantities and dates
  • Analyze schedule line category impact
  • Perform sample order checks
MODULE 07

Pricing and Condition Technique

  • Pricing Procedure and Condition Types
  • Pricing concepts in SAP SD
  • Condition technique, condition types, access sequence and pricing procedure
  • Pricing in sales transactions
  • Discounts, freight and taxes
  • Display pricing analysis in sales orders
  • Identify pricing condition records
  • Interpret pricing procedure determination
  • Simulate pricing components
  • Discounts, Taxes and Surcharges
  • Condition records in SAP pricing
  • Business use of discounts, taxes and surcharges
  • Validity periods and pricing master data
  • Pricing conditions and final customer value
  • Create and maintain pricing condition records
  • Apply discounts and taxes
  • Test pricing outcomes
  • Validate pricing determination
MODULE 08

Delivery Processing and Shipping

  • Delivery Creation and Processing
  • Outbound delivery process in SAP SD
  • Delivery documents and shipping activities
  • Picking, packing and post goods issue
  • Delivery in order fulfillment
  • Create outbound deliveries with reference to sales orders
  • Process delivery details
  • Picking and packing simulation
  • Execute post goods issue
  • Route, Shipping Point and Transportation Basics
  • Shipping point determination
  • Route and transportation relevance
  • Scheduling and shipping controls
  • Shipping master data elements
  • Display shipping point and route details
  • Analyze shipping determination
  • Review delivery scheduling outputs
  • Use shipping-related data in outbound processing
MODULE 09

Billing and Invoicing

  • Invoice, Credit Memo and Debit Memo
  • Billing process in SAP SD
  • Billing document types and uses
  • Delivery and billing relationship
  • Credit memo and debit memo processes
  • Create billing documents
  • Generate invoices with reference to deliveries or orders
  • Process credit memo and debit memo requests
  • Review billing document flow and output
  • Accounting Integration in Billing
  • SD billing and FI integration
  • Billing impact on financial accounting
  • Account determination basics in SD billing
  • Billing in revenue recognition workflow
  • Display accounting documents from billing
  • Trace SD–FI document flow
  • Review financial posting impact
  • Validate billing completion
MODULE 10

Credit and Risk Management Basics

  • Credit Management in Sales
  • Purpose of credit management in SAP SD
  • Credit control area and customer credit checks
  • Credit limits and sales order processing
  • Risk control points in sales transactions
  • Review customer credit data
  • Observe credit block scenarios
  • Analyze credit warnings and blocks
  • Interpret credit check outcomes
MODULE 11

SAP SD Integration with Other Modules

  • Integration with MM, FI and PP
  • SD integration with MM, FI and PP
  • End-to-end order-to-cash process
  • Data and document flow across modules
  • Dependencies between sales, inventory and finance
  • Trace sales order to billing and accounting
  • Analyze integration touchpoints
  • Review linked SD, MM and FI transactions
  • Execute a cross-functional business process scenario
MODULE 12

Reporting, Documentation and Project Practice

  • Standard Reports and Document Flow Analysis
  • Role of reporting in SAP SD operations
  • Common SD reports and document flow tools
  • Transaction data for monitoring and decision-making
  • Documentation in business process control
  • Run standard SAP SD reports
  • Interpret sales, delivery and billing outputs
  • Use document flow to analyze transaction history
  • Export and review transaction-based reports
  • End-to-End Order to Cash Cycle
  • Complete order-to-cash cycle in SAP SD
  • Master data, sales, delivery, billing and reporting
  • Transactional dependencies across the sales process
  • Practical role of SAP SD consultant/user
  • Perform complete end-to-end order-to-cash cycle
  • Create master data, sales order, delivery and invoice
  • Validate outputs and document flow
  • Demonstrate hands-on competency in a final guided project
Project Practice

Complete Order-to-Cash Cycle

01
Master
Create customer & material data
02
Sell
Inquiry, quotation & sales order
03
Fulfill
Delivery, picking, packing & PGI
04
Bill
Invoice, document flow & FI impact
SD
Sales & Distribution
Enterprise structure, master data, sales documents, delivery, billing and credit.
PRICE
Condition Technique
Pricing procedures, condition types, discounts, taxes, surcharges and records.
O2C
Order to Cash
Sales order through delivery and billing with cross-functional document flow.
LINK
Integration
Integration with MM, FI and PP, reporting and transaction analysis.
Program Outcome

A complete SAP SD learning journey

The supplied curriculum combines SAP S/4HANA fundamentals, navigation, enterprise structure, master data, sales processing, pricing, delivery, billing, credit management, integration, reporting and a guided end-to-end order-to-cash project.

Curriculum content presented from the supplied SAP S/4HANA SD course outline.

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