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Isa Bodur

In this course you will learn the complete Sales Process within SAP S/4HANA with using Fiori. I will give you an introduction to the general sale process based on well-designed presentations. Afterwards we will go to details of the process in SAP S/4HANA. I will explain you how you can run and analyse the process with Fiori feature. This course is based on the latest version of S/4HANA, so will learn new Fiori feature like condition uploading via Excel. Beside the common Sales Process I will give you about Customizing the sales orders types, Delivery types and Billing Document type in S/4HANA.

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In this course you will learn the complete Sales Process within SAP S/4HANA with using Fiori. I will give you an introduction to the general sale process based on well-designed presentations. Afterwards we will go to details of the process in SAP S/4HANA. I will explain you how you can run and analyse the process with Fiori feature. This course is based on the latest version of S/4HANA, so will learn new Fiori feature like condition uploading via Excel. Beside the common Sales Process I will give you about Customizing the sales orders types, Delivery types and Billing Document type in S/4HANA.

Beside the pure sales process I will show and teach you about pricing in sales document, Revenure account determination, Incompletion Check and Copy control between Sales Documents.

I have setup the structure of the course in a way, so you don’t need any prior knowledge about SAP SD. But you should basic knowledge about SAP – like navigating through SAP menue.

If you have any questions or comments on the course pls feel free to send me message, I will answer theses as soon as possible.

I hope you will enjoy the course and pardon me because of my accent (german).

Cu, Isa.

Enroll now

What's inside

Learning objectives

  • Understand sales process within sap s/4hana with fiori
  • Get a deep understanding of the documents on sd documents and its data
  • Understand and learn what are the new features in fiori for analytical reports in fiori
  • Learn how to customize sales process in sap s/4hana
  • Get a detail insight into supporting functionality within sales process

Syllabus

How to use SAP S/4HANA with Fiori and sophisticated Fiori tipps and tricks
Introduction to Fiori UX
First steps in Fiori
Fiori tipps and tricks you should not miss
Read more
Learn what SD is about and how to run sales process in S/4HANA SD
Understand sales process for an enterprise
Our first complete sales process in SAP S/4HANA with Fiori
Understand sales enterprise structure and master data
Introduction in SD enterprise structure
Customizing of SD enterprise structure
Understand BP/Customer master data in SAP S/4HANA
See and check BP/Customer master data in SAP S/4HANA with Fiori
Understand Material master for Sales in S/4HANA
Understand where to find data in sales documents and browse through the process
Sales process in S/4HANA in Fiori - recap
Sales Document structure and how to navigate in sales docs
How to read and understand pricing condition in sales order
Where to find and how to understand sales order status overview
Incompletion check in sales documents
Understand document flow for sales orders
Understand principles of Data determination within SAP S/4HANA Sales Process
Introduction into Data Determination Logic in SAP SD
Data Objects for Data determination in the Sales Process
Priciples of Data Determination in Sales Process in SAP S/4HANA
Data determination based on Customer Master Data
Data determination based on Material Master Data
Prioritized Data determination - example Plant determination in Sales Order
Combined Prioritized Data determination - example Shipping Condition
Complex Data determination - example Shipping Point
Understand Document combinations and splits in sales process
Sales Process Document situation without combination
Sales Process Document situation without combination - example in Fiori
Introduction into collective processing of Delivery and Billing
Collective Delivery processing (VL10A) in Fiori
Collective Billing Document processing (VF04) in Fiori
Delivery Split - One Sales Order to 2 Deliveries
Order Combination - Two Sales Order to One Delivery
Invoice Split - One Delivery to Two Billing Docs
Delivery Combination - Two Deliveries to One Billing Document
More Combination possibilities and Split criteria
Document/Process cancellation and Change History in S/4HANA Sales Process
Usual Sales Process - recap
Introduction into Document/Process cancellation in S/4HANA Sales
Document/Process cancellation in the System (Fiori)
Change History/Log in sales documents within S/4HANA sales process
Understand how to use Analytical Reports and Lists in SAP S/4HANA Sales Process
Introduction to Analytical Reports for Sales Process
S/4HANA Fiori - Sales Order Fullfillment Report
S/4HANA Fiori - Duplicate Sales Orders
S/4HANA Fiori - Customer Overview
S/4HANA Fiori - Analyze Delivery Perfomance
S/4HANA Fiori - Manage Billing Documents
List of Sales Order - VA05
Display Sales Order which are overdue - V.15 Backorders
Delivery Monitor - VL06O
List of Billing Documents - VF05N
List of Incomplete Documents - V.00
Customer List based on different criterias - VCUST
Understand Pricing Logic in SAP S/4HANA Sales Order
Key Terms of Pricing in SAP S/4HANA Sales
Understand Logic of Pricing within S/4HANA Sales
How does Pricing work in the Sales Order
Maintain Pricing Condition for Sales Process
Pricing Reference Material in Pricing
Tax condition in Pricing within Sales Process
S/4HANA Fiori - Upload/Change Price Conditon via Excel
Special Features of VK12 and Manual Conditions
Learn which advanced Features are available in Sales Process
Create a Sales Order with reference to another Sales Order
Fast change of Sales Order Line items
Two Essential Short cuts in Sales Order
Direct jump into several line item details
Mass change of Sales Orders with VA05
Addition Sales Order into existing Delivery Document
New Line item into Delivery Document
Create Invoice only for selected Line items
Deliver / Billing immediately from Sales Order
Analyze Billing Split
Analyze Delivery Split
Analyze Revenue Account Determination in Billing Document
Create Proforma Billing Document
Customizing of Sales Order Type / Item Category / Schedule Line Category
Controlling elements within the Sales Order
Item Category Determination in Sales Order
Schedule Line Category Determiantion in Sales Order
Intro Sales Order Type Customizing
Sales Order Type - Customizing Header Area
Sales Order Type - General Control
Sales Order Type - Transaction Flow
Sales Order Type - Settings for Shipping
Sales Order Type - Setting for Billing
Sales Order Type - Delivery/Pricing Date
Sales Order Type - Other Settings for order type
Introduction to Item Category Customizing
Item Category Type - Business Data
Item Category Type - General Control / Transaction Flow
Introduction to Schedule Line Category Customizing
Details of Schedule Line Category Customizing
Details for Customizing of Delivery Document
Controlling elements in Delivery / Item Category Determination

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Explores the sales process within SAP S/4HANA using Fiori, which is highly relevant for professionals working with SAP systems
Covers customizing sales order types, delivery types, and billing document types, which are essential skills for SAP SD consultants
Requires basic knowledge of SAP navigation, suggesting it's designed for those with some familiarity but not necessarily SAP SD expertise
Teaches about pricing in sales documents, revenue account determination, incompletion checks, and copy control, which are critical for sales process management
Includes new Fiori features like condition uploading via Excel, which is beneficial for users of the latest S/4HANA versions
Details data determination logic, document combinations, and collective processing, which are advanced topics for experienced SAP users

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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 SD - S/4HANA / Fiori with these activities:
Review SAP Basics
Review basic SAP navigation and concepts to ensure a smooth start in the course. This will help you understand the instructor's explanations and follow along with the demonstrations more easily.
Show steps
  • Review SAP terminology and definitions.
  • Practice navigating the SAP menu.
  • Familiarize yourself with the SAP GUI.
Review: SAP SD Handbook
Supplement your learning with a comprehensive guide to SAP SD. This book will provide a broader context and deeper understanding of the topics covered in the course.
Show steps
  • Read the chapters related to sales order processing.
  • Study the sections on delivery and billing.
  • Review the configuration options for sales documents.
Practice Sales Order Creation in Fiori
Reinforce your understanding of the sales process by repeatedly creating sales orders in the Fiori interface. This will improve your speed and accuracy in using the system.
Show steps
  • Create sales orders with different item categories.
  • Practice entering various pricing conditions.
  • Simulate different delivery scenarios.
  • Generate billing documents for the sales orders.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Document a Custom Sales Order Type
Solidify your understanding of customizing sales order types by creating detailed documentation. This will help you remember the configuration steps and understand the impact of each setting.
Show steps
  • Create a new sales order type in the SAP system.
  • Document each configuration setting for the new type.
  • Explain the purpose of each setting and its impact.
  • Test the new sales order type with different scenarios.
Explore: Configuring Sales in SAP S/4HANA
Deepen your knowledge of SAP S/4HANA sales configuration. This book will provide detailed guidance on customizing sales documents, pricing, and other key areas.
Show steps
  • Read the chapters on customizing sales documents.
  • Study the sections on pricing configuration.
  • Review the advanced configuration options.
Implement a Complete Sales Process in a Sandbox
Test your knowledge by implementing a complete sales process in a sandbox environment. This will allow you to apply what you've learned and identify any gaps in your understanding.
Show steps
  • Set up a sandbox environment with SAP S/4HANA.
  • Configure the necessary master data (customers, materials).
  • Create and process sales orders, deliveries, and billing documents.
  • Document the entire process and any challenges encountered.
Contribute to an SAP SD Open Source Project
Enhance your skills and contribute to the SAP community by participating in an open-source project related to SAP SD. This will provide practical experience and exposure to real-world challenges.
Show steps
  • Find an open-source project related to SAP SD.
  • Review the project's documentation and code.
  • Identify a bug or feature to work on.
  • Submit a pull request with your changes.

Career center

Learners who complete SAP SD - S/4HANA / Fiori will develop knowledge and skills that may be useful to these careers:
SAP Consultant
A SAP Consultant specializes in implementing and optimizing SAP software solutions, and this course is directly relevant to this role, specifically within the Sales and Distribution module. SAP Consultants need to understand the intricacies of sales processes within SAP, and this course provides exactly that by exploring sales order types, delivery types, and billing document types in S/4HANA, all using Fiori. A consultant should be able to customize the system, and this course helps by showing how to customize sales processes within SAP S/4HANA. Anyone seeking to become a SAP Consultant dealing with sales would benefit from taking this course.
Business Analyst
Business Analysts often work with enterprise systems like SAP to understand business processes and identify areas for improvement, and this course would be particularly useful for any analyst focusing on sales. The course's deep dive into the sales process within SAP S/4HANA with Fiori is directly applicable to the work of a business analyst. This course teaches how to navigate and analyze the process in the Fiori interface. Moreover, the course addresses customizing sales orders, delivery types, and billing documents. Anyone who wants to be a Business Analyst should take this course, especially if they will deal with sales processes and SAP.
Sales Operations Analyst
A Sales Operations Analyst needs to understand the sales process, and how to analyze sales data within systems like SAP, and this course helps build those skills. This course emphasizes the sales process in SAP S/4HANA using Fiori, providing an excellent foundation for anyone in sales operations. The course also covers analytical reports in Fiori, which allows a Sales Operations Analyst to better understand their own sales processes. The course material on customizing sales order types and understanding data flows will be valuable skills for any future Sales Operations Analyst.
Systems Analyst
A Systems Analyst role involves analyzing and optimizing business systems, and this course is suitable for those who work with SAP systems, and specifically those related to sales. This course provides a detailed look at the sales process within SAP S/4HANA using Fiori, a critical area for those working as Systems Analysts. The course’s emphasis on customizing sales processes and understanding data flows is highly relevant to the work of a systems analyst. The use of Fiori for analysis, as shown in the course, will be particularly relevant for this role. Anyone considering a career as a Systems Analyst should take this course, especially if they plan to work with SAP.
ERP Support Specialist
An ERP Support Specialist troubleshoots and maintains enterprise resource planning systems, such as SAP, and this course provides knowledge to those specializing in sales. The course's focus on the sales process within SAP S/4HANA with Fiori will help one understand how the system works. The course further teaches how to customize sales processes, which helps build the underlying knowledge needed to troubleshoot the system. The skills about data flows, document structures, and analysis in Fiori as taught by this course are helpful for a future ERP Support Specialist.
SAP Implementation Specialist
A SAP Implementation Specialist is responsible for deploying and configuring new SAP systems, and this course provides essential knowledge for the sales module. The course focuses on the sales process in SAP S/4HANA, and introduces the Fiori interface. The course also explores customizing sales processes, and understanding data flows, all of which are needed for a SAP Implementation Specialist. The course covers how to customize sales order types, delivery types, and billing document types, which is directly relevant to the implementation process. This course may help someone who wishes to become a SAP Implementation Specialist.
Sales Process Manager
A Sales Process Manager leads the optimization of the sales process, and this course provides a detailed understanding of underlying technology. This SAP course provides exposure to the sales process within SAP S/4HANA with Fiori, which is relevant to a Process Manager. The course covers the details of the sales process in the SAP system and how to customize it. It will also cover how to utilize Fiori analytical reports, which can be useful in optimizing the sales process. Anyone who seeks to become a Sales Process Manager should take this course, especially if their company utilizes SAP.
Data Analyst
A Data Analyst is responsible for analyzing an organization's data, and this course introduces that process within SAP. This course's focus on understanding data flows within the sales process in SAP S/4HANA helps build the needed foundation. The course provides insight into analytical reports in Fiori, and how to use this feature. This course may be useful for anyone who wants to become a Data Analyst, especially if they plan on working with data from SAP systems.
Project Manager
A Project Manager for a software project needs an understanding of the software in order to oversee successful project completion, and this course may be helpful for those in the SAP space. This course provides an introduction to the sales process within SAP S/4HANA, and how this is implemented with Fiori. The course also touches upon how to customize sales order types, delivery types, and billing document types. This knowledge helps build the vocabulary needed to work with SAP professionals. This course may be useful for anyone considering a career as a Project Manager dealing with SAP implementation projects.
IT Auditor
An IT Auditor reviews technology systems for compliance, and this course helps build the knowledge to understand SAP systems, in particular relating to sales. This course introduces the sales process within SAP S/4HANA, and how this is implemented with Fiori. The course covers the technical details, and the system features for sales transactions such as pricing, document flows, and data determination. This course may help a future IT Auditor navigate and assess SAP systems efficiently.
Technical Support Specialist
A Technical Support Specialist provides support to end users, and this course aids with understanding the technology underlying sales support systems. This course introduces the sales process within SAP S/4HANA, and how to navigate the system using its Fiori user interface. This course helps one understand the sales process in the system. This will help a Technical Support Specialist to provide better support to end users by explaining the underlying SAP system. This course may be useful for anyone working as a Technical Support Specialist.
Supply Chain Analyst
A Supply Chain Analyst is responsible for monitoring and optimizing the flow of goods, and this course introduces the role that sales plays in the supply chain. This course touches on the sales process within SAP S/4HANA, including delivery documents. The course provides details on how these processes can be customized. This course may be useful for a Supply Chain Analyst, especially if their organization uses SAP.
Financial Analyst
A Financial Analyst is responsible for analyzing financial data, and this course, which introduces aspects of sales and billing, may be useful. This course introduces the sales process within SAP S/4HANA, which includes billing documents and pricing logic. This course touches on revenue account determination within the billing document, which is part of the accounting process. This course may be helpful for someone who is a Financial Analyst, especially if they work in a company which uses SAP.
Customer Service Representative
A Customer Service Representative needs to understand the sales process, and this course provides information on the sales process within the SAP system. This course introduces the sales process within SAP S/4HANA, and shows how to use Fiori to navigate through the data and the sales process. This course touches upon how to understand sales order status, which can be helpful for customer service interactions. This course may be useful for anyone who wants to become a Customer Service Representative, especially if their organization uses SAP.
Sales Representative
A Sales Representative interacts with customers and needs to understand the sales process, which this course elucidates from a technical perspective. This course introduces the sales process within SAP S/4HANA and how to use Fiori to navigate through the data and the sales process. This course touches upon the technical side of sales such as sales order status, which could be useful for a sales representative. This course may be helpful for someone who is a Sales Representative, especially if their organization uses SAP.

Reading list

We've selected two 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 SD - S/4HANA / Fiori.
This handbook provides a comprehensive overview of SAP Sales and Distribution (SD). It covers a wide range of topics, including sales order management, delivery processing, and billing. valuable reference for understanding the underlying concepts and configurations within SAP SD, providing additional depth to the course material. It is commonly used by SAP SD consultants and professionals.
Dives deep into the configuration aspects of sales in SAP S/4HANA. It provides detailed guidance on customizing sales documents, pricing, and other key areas. This book is more valuable as additional reading to further enhance your understanding of the configuration options available in SAP S/4HANA. It useful reference tool for advanced users and consultants.

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