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SAP S/4HANA Sales (SD - Sales and Distribution)

Rana W Mehmood

The course will prepare the students to learn and understand all the necessary end-to-end implementation steps to configure SAP S/4HANA Sales 2021, previously known as SAP SD (Sales and Distribution), along with End-User activities for any organization.

After this course, the students will be able to identify and analyze the business requirements for any organization related to the Order to Cash process cycle and to configure

After taking this course, the Learners will be able to work both as a Consultant and End-User and can also take SAP S/4HANA Sales certification exam i.e., C_TS462_2021.

Read more

The course will prepare the students to learn and understand all the necessary end-to-end implementation steps to configure SAP S/4HANA Sales 2021, previously known as SAP SD (Sales and Distribution), along with End-User activities for any organization.

After this course, the students will be able to identify and analyze the business requirements for any organization related to the Order to Cash process cycle and to configure

After taking this course, the Learners will be able to work both as a Consultant and End-User and can also take SAP S/4HANA Sales certification exam i.e., C_TS462_2021.

Most of the lectures under each Section can easily be identified for 'Configuration' and 'End-User' activities, so if you are interested in the ‘End-User’ training only, then you can filter those lectures easily.

Here are the highlights of the course:

- Section 1 is about the SAP S/4HANA Business Suite and its HANA database capabilities including SAP Fiori as New User Interface

- Section 2 demonstrates Business Requirements, SAP Activate Methodology, and kicks-off the configuration from the Enterprise Structure on SAP S/4HANA Business Suite

- Section 4 makes this course unique by demonstrating the configuration of SAP S/4HANA Finance and Controlling module that is required to work on SAP S/4HANA Sales module and you will not easily find this information in most of the other training courses

- Section 6 demonstrates the configuration and creation of Business Partner master data including Customer and Vendor master data

- Section 7 demonstrates the configuration for Material master data and then shows how to create a Material master

- Section 8 demonstrates the Material classification and Batch Management

- Sections 10, 11, and 12 are important in terms of understanding the configuration related to Sales document types, Item categories, Schedule line categories, and Movement types

- Sections 13 and 14 are about the integration between Finance module with Materials Management and Sales and Distribution

- Sections 15 and 16 show the configuration of Sales Pricing Procedure and Pricing Condition Records

Sections

- Section 30 demonstrates the processes around Sales Billing such as Billing plan types of Periodic Billing and Milestone Billing along with the process of Pro Forma Invoicing

- Sections 31 and 32 demonstrate the processes around Customer Consignment Stock, Sales Rebate Agreement, and Sales Promotions and Deals

- Section 34 is important to understand how Serial numbers for Products can be created. The same section demonstrates the processes around Outbound delivery without Order, and Material BOM Usage with Sales and Distribution

- Section 35 demonstrates the process for Intercompany Billing when there are transactional activities between two different company codes and Section 36 shows how the stocks can be transferred from one Storage location to another, from one Plant to another, and from one Company code Plant to another Company code Plant

- Section 37 shows the processes around Customer Credit Management and Customer Payment, as the Customer Payment is the final part of Order to Cash cycle

- Section 38 finally shows how the Reporting and Data analysis activities can be done through SAP Gui, Universal Journal, and SAP Fiori Analytical apps

- Section 39 gives you the information on Certification Exam on SAP S/4HANA Sales

Disclaimer: SAP or other products of SAP mentioned in the training is a trademark or registered trademark of I am not related or affiliated with that.

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What's inside

Learning objectives

  • Configuration and end-user activities for sap s/4hana sales
  • O2c - order to cash cycle processes on sap s/4hana business suite
  • Be able to take sap s/4hana sales certification exam
  • To understand how required business processes run related to sap s/4hana sd
  • Required sap s/4hana finance & controlling configuration for sap s/4hana sd
  • Integration of sap s/4hana sales with fico, mm and pp modules
  • Master data related to customer, material, and conditions
  • Order types, item categories, scheduling line categories
  • Availability check, transfer of requirements, and mrp run
  • Sales order costing
  • Bill of material and production planning
  • Logistics execution - delivery types, picking, packing, and post goods issue
  • Billing plans - periodic billing and milestone billing
  • Material classification, batch management and classification, and batch split
  • Working through sap fiori apps related to sap s/4hana sales
  • Copying control for sales documents configuration
  • Master contract, quantity and value contracts
  • Pre-sales activities - inquiry and quotation and different sales processes as an en-user
  • Customer consignment stock, and sap s/4hana credit management
  • Rebate agreement, intercompany billing, stock transfer
  • Show more
  • Show less

Syllabus

Introduction to the Course and SAP S/4HANA Business Suite
Introduction to the Course
Overview of the Course Content
Introduction to SAP S/4HANA Business Suite
Read more
Introduction to SAP Gui - User Interface
Introduction to SAP Fiori - New User Interface
Quiz:
Business Requirements, and Enterprise Structure (Configuration)
Business Requirements for SAP S/4HANA Sales (High-level)
Types of Projects
Introduction to SAP Activate Methodology
Client Definition (Configuration)
Enterprise Structure (FI) - Company Code (Configuration)
Company Code Global Parameters (Configuration)
Enterprise Structure (FI) - Business Areas (Configuration)
Enterprise Structure (FI) - Company (Configuration)
Customizing Requests Transport Organizer
Enterprise Structure - Logistics General (Configuration)
Enterprise Structure - Sales and Distribution (Configuration)
Enterprise Structure - Materials Management (Configuration)
Enterprise Structure - Logistics Execution (Configuration)
Enterprise Structure - Consistency Check for Sales and Distribution
Fiscal Year, Posting Period Variant, and Period for Material Master Records
Business Requirements, Variant Principle, and Fiscal Year Variant (Config)
Posting Period Variant (Configuration)
Open and Close Posting Periods for Business Areas (Configuration)
Open/Close Period for Material Master Records (Configuration and End-User)
Required Finance & Controlling Configuration and End-User activities
Chart of Accounts, G/L Accounts & Field Status Variant/Group (Config & End-User)
G/L Accounts List Display (End-User)
Classify GL Accounts for Document Splitting (Configuration)
Define Segments (Configuration)
Business Scenario & Maintain Controlling Area (Configuration)
Profit Center Accounting (Configuration)
Profit Center Master Data with Standard Hierarchy (End-User)
Cost Center Master Data with Standard Hierarchy (End-User)
Cost Element as G/L Account Master Data (End-User)
Currency Settings, Maintain Exchange Rates, Ledger Configuration (Configuration)
G/L Accounts Determination for Open Items Exchange Rate Differences (Config)
Tax on Sales/Purchases (Configuration)
Tolerance Limits for Users, G/L Accounts, Customer and Vendor (Configuration)
Activation of Material Ledger (Configuration)
SAP User Parameters, Parameter ID, and SAP Fiori Default Values (End-User)
SAP User Parameters, and Parameter ID (End-User)
SAP Fiori Default Values (End-User)
BP, Customer and Vendor Master in SAP S/4HANA Sales (Configuration and End-User)
Business Scenario and Definition of Master Data
Obsolete T-codes and BP Transaction code and its hierarchy (End-User)
Customer Account Groups, Field Status, Number Ranges (Configuration)
BP Number Ranges, Grouping, Field Status, BP Roles (Configuration)
Number Assignment for Direction BP to Customer (Configuration)
Sales and Distribution Customer Partner Determination (Configuration)
Terms of Payment, Incoterms and other Customer Master Configuration
Creation of Business Partner and Customer Master Data (End-User)
SAP Fiori BP Customer Master Data Creation (End-User)
Creation of One-time BP Customer Master (End-User)
Extend the Customer Master to Second Company code and Sales Area (End-User)
Summary - Display Customer List - SAP Fiori (End-User)
Supplier Master Business Scenario, Hierarchy and Tables
Supplier Account Groups, Field Status, Number Ranges (Configuration)
Business Partner for Supplier Master Data (Configuration)
Supplier Master Partner Roles/Schemas (Configuration)
Creation of BP and Supplier Master Data (End-User)
SAP Fiori - BP and Supplier Master Data Creation (End-User)
Create a Supplier Master through Copy Function in SAP Fiori (End-User)
Summary - Display Supplier List - SAP Fiori (End-User)
Material Master, Material Types, Material Groups, Pricing, Product Hierarchy
Business Scenario and Introduction to Material Master
Overview of Configuring the Material Master (Configuration)
Material Master Field Selection (Configuration)
Define Industry Sector for Material Master (Configuration)
Material Number Format, and Extended Material Number (Configuration)
List of Materials with Material Types (End-User)
Material Types, Number Ranges, and Basic Settings (Configuration)
Define Material Groups (Configuration)
Settings for Key Fields in Material Master (Configuration)
Units of Measurement for Material Master (Configuration)
Creation of Product Hierarchy and its template (Configuration)
Material Search and its Pricing through Product Hierarchy (End-User)
Material Data Relevant to Sales and Distribution (Configuration)
Creation of Finished Products (End-User)
Copy, and Extend the Material Master (End-User)
Creation of Trading Goods - Material Master - SAP Fiori (End-User)
Creation of Services - Material Master (End-User)
Creation of Raw Materials - Material Master (End-User)
Creation of Semi-Finished Products - Material Master (End-User)
Creation of Packaging - Material Master (Configuration and End-User)
Creation of Returnable Packaging - Material Master (Configuration and End-User)
Moving Average Price vs Standard Price for a Material (End-User)
Material Price Changes (End-User)
Open Periods for Material Master, and Update Exchange Rates (End-User)
Summary of the Section with Manage Product Master Data - SAP Fiori (End-User)
Material Classification, Batch Management, and its Classification for a Material
Material Classification - Characteristics and Classes (Configuration & End-User)

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Prepares learners to configure SAP S/4HANA Sales 2021 and perform end-user activities, enabling them to work as consultants or end-users within an organization
Covers the integration of SAP S/4HANA Sales with FICO, MM, and PP modules, which is essential for understanding the interconnectedness of business processes
Includes configuration of SAP S/4HANA Finance and Controlling, which is required to work on SAP S/4HANA Sales, a unique aspect not commonly found in other training courses
Focuses on SAP S/4HANA Sales 2021, which is a relatively recent version, ensuring that learners are equipped with up-to-date knowledge and skills
Highlights the use of SAP Fiori as the new user interface, which is increasingly important for modern SAP implementations and user experience
Enables learners to take the SAP S/4HANA Sales certification exam (C_TS462_2021), which can enhance their professional credibility and career prospects

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in SAP S/4HANA Sales (SD - Sales and Distribution) with these activities:
Review Basic Accounting Principles
Reviewing basic accounting principles will help you understand the financial postings and configurations within SAP S/4HANA Sales, especially the integration with FICO.
Browse courses on Accounting Principles
Show steps
  • Review the chart of accounts and general ledger structure.
  • Study the basics of journal entries and financial statements.
  • Practice basic accounting problems.
Read 'First Steps in SAP S/4HANA Sales and Distribution (SD)'
Reading this book will provide a solid foundation in SAP S/4HANA Sales and Distribution, helping you grasp the concepts covered in the course more easily.
View Putting Knowledge to Work on Amazon
Show steps
  • Obtain a copy of the book.
  • Read the chapters relevant to the course syllabus.
  • Take notes on key concepts and configurations.
Configure a Basic Sales Process in a Sandbox Environment
Configuring a basic sales process in a sandbox environment will allow you to apply the concepts learned in the course and gain hands-on experience with SAP S/4HANA Sales.
Show steps
  • Set up a trial SAP S/4HANA environment.
  • Configure the enterprise structure, including company codes and sales organizations.
  • Create customer and material master data.
  • Configure a basic sales order process, including pricing and delivery.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Document Your Configuration Steps
Documenting your configuration steps will reinforce your understanding of the SAP S/4HANA Sales configuration process and provide a valuable reference for future use.
Show steps
  • Choose a configuration area from the course.
  • Document each step of the configuration process with screenshots and explanations.
  • Organize the documentation in a clear and logical manner.
Participate in Peer Configuration Review Sessions
Participating in peer review sessions will allow you to learn from others, identify gaps in your knowledge, and improve your configuration skills.
Show steps
  • Form a study group with other students.
  • Prepare a configuration scenario to present to the group.
  • Review and provide feedback on each other's configurations.
Create a Presentation on a Specific Sales Process
Creating a presentation on a specific sales process will help you consolidate your knowledge and communicate your understanding to others.
Show steps
  • Choose a specific sales process, such as order-to-cash or consignment sales.
  • Research the process and identify the key configuration steps.
  • Create a presentation that explains the process and the configuration steps.
  • Present the presentation to your peers or colleagues.
Explore 'SAP S/4HANA Sales Certification Guide'
Using this certification guide will help you solidify your understanding of the course material and prepare for the SAP S/4HANA Sales certification exam.
View Putting Knowledge to Work on Amazon
Show steps
  • Obtain a copy of the certification guide.
  • Review the topics covered in the guide.
  • Complete the practice questions and assess your knowledge.

Career center

Learners who complete SAP S/4HANA Sales (SD - Sales and Distribution) will develop knowledge and skills that may be useful to these careers:
SAP Consultant
A SAP Consultant specializes in implementing and customizing SAP software solutions for clients, and this course directly aligns with that role, particularly within the sales and distribution domain. This course provides hands-on experience in configuring SAP S/4HANA Sales, which is a fundamental aspect of a SAP Consultant's job. The curriculum covers key configuration areas such as enterprise structure, master data, and sales document types, which are essential for a consultant to understand and implement solutions tailored to specific business needs. A consultant also needs to analyze business requirements, and this course will allow learners to do just that, all while working with real world scenarios, giving them a leg up against consultants who haven't taken this course.
See salaries and explore the career path for SAP Consultant
ERP Specialist
An ERP Specialist manages and supports an organization's Enterprise Resource Planning system, and this course is a great fit for this role, especially if the system uses SAP S/4HANA Sales. This course provides in-depth knowledge of SAP S/4HANA configuration, including elements like master data, order types, and pricing, which are all critical areas for an ERP specialist to understand. The course also covers business process integration which helps the ERP specialist better understand how SAP S/4HANA Sales integrates with other modules such as Finance. Learning how to configure the system gives a specialist a great advantage for troubleshooting scenarios. This course is great for an ERP specialist working in an organization that uses SAP.
See salaries and explore the career path for ERP Specialist
Business Systems Manager
A Business Systems Manager oversees the implementation and management of business systems, and this course is highly relevant for this position within an organization that uses SAP S/4HANA Sales. The course provides a complete view of the system, from configuration to end user activities. Lessons on enterprise structure, master data, and sales processes are all relevant to a Manager, as are the lessons on reporting and data analysis in SAP Fiori. The knowledge of these topics will help the manager be more effective in their role, and make better decisions. This course is extremely helpful for a Business Systems Manager who manages the SAP S/4HANA Sales system.
See salaries and explore the career path for Business Systems Manager
Solution Architect
A Solution Architect designs and oversees the implementation of technology solutions to address business problems. This course provides an understanding of the SAP S/4HANA Sales, with a focus on the end to end process. Knowing the configuration steps and the core functional areas of the system such as the order to cash process allows the architect to better design a system to support the business. Learning about the technical aspects of the system, like master data, pricing, and billing, allows the architect to understand the technical implications of their design. This course is great for a solution architect working within an SAP ecosystem.
See salaries and explore the career path for Solution Architect
Application Support Specialist
An Application Support Specialist provides technical support and troubleshooting for software applications. This course prepares an Application Support Specialist to handle SAP S/4HANA Sales related issues by providing an overview of configuration and end user activities. This includes system configuration for sales document types, pricing procedures, and customer master data. When these configurations are not correct, issues can arise and this course helps someone understand the underpinnings, and thus trouble shoot better. Being familiar with the system, its features, and it's end to end process can also help the support specialist better guide users. This course is excellent for application support specialists working with SAP S/4HANA Sales.
See salaries and explore the career path for Application Support Specialist
Sales Process Specialist
A Sales Process Specialist typically works with sales teams to improve their process and increase efficiency. This course helps a Sales Process Specialist understand the foundational steps for the order to cash cycle in SAP S/4HANA Sales. Learning about the end user activities such as how to create sales orders, how to manage customer relationships, and how to manage billing allows the specialist to better make recommendations. The knowledge of the system allows the specialist to better identify pain points and recommend solutions. This course is very helpful for Sales Process Specialists who work with companies using SAP S/4HANA Sales.
See salaries and explore the career path for Sales Process Specialist
Pricing Analyst
A Pricing Analyst is responsible for setting and analyzing the pricing of products and services. This course can help a pricing analyst understand how the pricing engine works within SAP S/4HANA Sales, including the configuration and management of pricing conditions and procedures. Specifically, the course covers the configuration of sales pricing procedures and pricing condition records, as well as material master data which is important for assigning prices to products. The course also goes over master data integration with other modules like Finance and Material Management. This knowledge is very relevant for a Pricing Analyst and will allow them to use the SAP system more effectively. This course is very helpful to a Pricing Analyst working with companies that uses SAP S/4HANA Sales.
See salaries and explore the career path for Pricing Analyst
System Administrator
A System Administrator is responsible for maintaining and managing an organization's computer systems. This course provides a system administrator with a solid understanding of the ins-and-outs of the SAP S/4HANA Sales system. Knowing how to configure things like enterprise structures, master data, and pricing procedures, gives the administrator a leg up in maintaining the system. The course covers the end to end order to cash cycle, which also helps the administrator understand the context for which the system operates. This course may be useful for system administrators who work with SAP S/4HANA Sales.
See salaries and explore the career path for System Administrator
Business Analyst
A Business Analyst identifies and analyzes business needs and requirements. This course helps a Business Analyst by providing a deep understanding of the Order to Cash process within SAP S/4HANA Sales, a crucial process for many organizations. The course covers SAP Activate methodology and enterprise structure configuration, which helps an analyst gather requirements and understand how SAP systems can support business processes. The course also introduces SAP Fiori, which empowers the business analyst to analyze data efficiently. Knowing how to configure the SAP system also gives an analyst an advantage when consulting with technical teams. This course may be useful to business analysts looking to specialize in SAP solutions.
See salaries and explore the career path for Business Analyst
Sales Operations Analyst
A Sales Operations Analyst focuses on optimizing sales processes and improving sales efficiency. This course can make a Sales Operations Analyst more effective by providing understanding of how SAP S/4HANA Sales is configured and used. The analyst will learn about the end to end order to cash cycle as well as modules like Material Management, Finance and Controlling. These lessons give insights into the data they analyze, and how to use it to make better recommendations. Additionally, the course covers material master data and pricing, which are crucial for the pricing strategies an analyst might develop. This course may be useful for Sales Operations Analysts who want to leverage SAP for better data analysis and process improvements.
See salaries and explore the career path for Sales Operations Analyst
IT Project Manager
An IT Project Manager is responsible for planning, executing, and overseeing technology-related projects. This course can help an IT Project Manager understand the technical aspects of SAP S/4HANA Sales implementations. Knowing the steps required to configure and use the SAP system, like how to set up the enterprise structure and manage master data, allows a project manager to communicate more effectively with the technical team. This course also introduces the SAP Activate methodology which provides the project manager context on the project lifecycle. This course may be useful for IT project managers who want a better understanding of the systems they are overseeing in SAP projects.
See salaries and explore the career path for IT Project Manager
System Analyst
A System Analyst bridges the gap between business needs and technical solutions, often working with enterprise systems like SAP. This course helps a System Analyst by offering a comprehensive view of SAP S/4HANA Sales configuration and its integration with other modules like Finance and Controlling. The course material on master data, sales document types, and pricing procedures helps the System Analyst align system design with business objectives. The System Analyst can use SAP Fiori to analyze data and help make decisions. These lessons translate to real world skills which help an analyst provide a better solution. This course may be useful to System Analysts planning to specialize in SAP environments.
See salaries and explore the career path for System Analyst
Data Analyst
A Data Analyst examines data to draw conclusions and provide insights for decision-making. This course provides a Data Analyst with the foundational understanding of how sales data is structured within SAP S/4HANA Sales, and provides an understanding of the key elements in the order to cash cycle. Through the course, a data analyst will see how master data, pricing, and sales document types are configured. Understanding the way data is structured also allows the analyst to better understand the type of insights that can be pulled. Additionally, learning about SAP Fiori analytical apps, helps a data analyst know what kinds of reports the system can generate. This course may be useful for a Data Analyst who works with data from SAP systems.
See salaries and explore the career path for Data Analyst
Materials Planner
A Materials Planner is responsible for managing inventory levels and ensuring the timely availability of materials. This course is helpful to a Materials Planner because it provides an understanding of how materials are managed in SAP S/4HANA Sales, including the set up of material master data. The course also provides knowledge of how SAP S/4HANA Sales integrates with Materials Management and Production Planning, which allows the planner to understand how the inventory planning process works. Learning about master data helps the planner understand how to make decisions with inventory. Knowledge of SAP Fiori will also help the planner understand reporting capabilities. This course may be useful for a Materials Planner in an organization that uses SAP.
See salaries and explore the career path for Materials Planner
Salesforce Administrator
A Salesforce Administrator manages and customizes the Salesforce platform for an organization. While Salesforce and SAP S/4HANA Sales are different systems, this course is helpful to a Salesforce Administrator who works with companies which utilize both of these systems. This course provides an understanding of how a sales cycle works within an ERP system and will provide value even if the admin doesn't interact with it directly. Knowing how SAP S/4HANA Sales works, can provide the Salesforce Administrator with a better picture of how data flows between systems, and how both systems come together in a typical business. This course is most useful for Salesforce Administrators who need to understand their organization's SAP landscape.
See salaries and explore the career path for Salesforce Administrator

Reading list

We've selected one books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in SAP S/4HANA Sales (SD - Sales and Distribution).
Cover image
Putting Knowledge to Work
Save
Provides a practical introduction to SAP S/4HANA Sales and Distribution. It covers the core functionalities and configurations, making it an excellent companion to the course. It is particularly useful for understanding the end-to-end processes and navigating the SAP system. This book great reference for beginners.
Putting Knowledge to Work
Paperback
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Putting Knowledge to Work
Kindle Edition
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Effort
68.5 total hours
Via
Udemy
Instructor
Rana W Mehmood
Language
English
Good to know
Prepares learners to configure SAP S/4HANA Sales 2021 and perform end-user activities, enabling them to work as consultants or end-users within an organization
Covers the integration of SAP S/4HANA Sales with FICO, MM, and PP modules, which is essential for understanding the interconnectedness of business processes
Includes configuration of SAP S/4HANA Finance and Controlling, which is required to work on SAP S/4HANA Sales, a unique aspect not commonly found in other training courses
Focuses on SAP S/4HANA Sales 2021, which is a relatively recent version, ensuring that learners are equipped with up-to-date knowledge and skills
Highlights the use of SAP Fiori as the new user interface, which is increasingly important for modern SAP implementations and user experience
Enables learners to take the SAP S/4HANA Sales certification exam (C_TS462_2021), which can enhance their professional credibility and career prospects
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