SAP SD Course Curriculum

Transcription

1 SAP SD Curse Curriculum Day-1: Sales / Enterprise Overview, Master Data What is SAP What is enterprise resurce planning What is financial accunting What is Human Capital Management SAP GUI Navigatin 2010 Versin SAP SD Training - Sales Overview Intrductin t SAP Sales and Distributin Mdule Business Scenaris in SAP Sales and Distributin SAP SD dcuments (ex: Sales rder, Delivery, Billing) and structure SAP SD Dcument Flw Overview Enterprise verview and creatin with crss mdule verview Overview f Enterprise structure and its relatinship with MM and FI view Transactin prcess and its relatinship Relatin between SAP FI and SAP SD cmmn distributin channels and divisins SAP SD enterprise structure exercise SAP MM enterprise structure (ptinal) Master Data: what and wh are business partners and its determinatin w w w. L e a r n S A P. c m i n L e a r n S A P. c m Page 1

2 Hw t cnfigure the business partners and its business needs Partner functins and nature f relatinship Partners in sales prcess Custmers Master and Accunt Grup Rle f partner functin per accunt grups Partner determinatin and its prcedures Partner determinatin fr sales dcs Master Data: Materials, Inf Recrds, Output, Pricing Data rigin in sales dcuments Material master data (Sales Views) Prduct hierarchy Custmer material infrmatin recrds MB1C: Hw t create material stck in SAP Hw t create custmer material inf recrd VD51 in SAP Output master data and analysis Pricing master data and analysis Day-2: Sales Order, Pre-Sales, Sales Dctypes, Availability Check Sales rder creatin and understand the business needs and infrmatin prcess and its relatin Sales rder prcessing Make t Stck (MTS) Overview Infrmatin prcess in sales view: Where and hw the sales rder is being prcessed Understand and create business partners and master data Autmatic infrmatin prcess in sales view: e.g. plants w w w. L e a r n S A P. c m i n L e a r n S A P. c m Page 2

3 Explring business prcess in sales rder: changes t sales rder dcs Understand the sales prcess blcks Number ranges Hw t create item prpsal Hw t create inquiry in SAP SD Hw t create qutatin Hw T create sales rder SAP sales dcument Pre-sales and pst-sales activities in SAP SD Pre-sales dcuments Pre-sales supprt pst-sales activities The behavir and cntrl f sales dcs with sales dctypes The business bjectives and its imprtance Functin and prcess in cntrlling Business prcess in sales and its functins Phases in sales and its dc categry types and hw t cntrl sales dctypes Sales dcument types functins Mdifying the sales dctypes with item categry accrding t the business needs Key Prcess in determining the item categries and its examples and its purpse w w w. L e a r n S A P. c m i n L e a r n S A P. c m Page 3

4 Item categry functinality verview, and variatin, and its utcme Item categries and item categry determinatin BOM : Bills f Materials in sales dc and its purpse in sales prcess Hw t create and prcess with different functinality and its rules SAP SD Training - Sales dcument and item schedule cntrl The nature f the dctype and its categries: schedule line and its functinality Schedule line categry determinatin Sales dcument and item schedule cntrl Availability Check and Transfer f Requirements Availability Check (ATP) Transfer f sales requirements The flw f screens in sales and data transfrmatin frm dctype t dctype Understanding f dc flw and cmpletin status f the dc prcess Cpying cntrl in Sales dcs and its usage SAP SD Mdule - Dcument prcess in In-cmpletin What are the impacts f incmpletin rule and its behavir in sales dcs Hw t custmizing the incmpletin fr a given sales dc Cntrlling the incmpletin lg At what level it is used and hw Day-3: Delivery Prcessing, Billing, Outline Agreement Delivery Prcessing w w w. L e a r n S A P. c m i n L e a r n S A P. c m Page 4

5 All abut cnsignment prcess Delivery dcument type Delivery item categry Order Management - creating deliveries Shipping pint and rute determinatin Delivery mnitr in SAP sales and distributin training Picking, psting gds issue SAP SD Mdule - Billing Frms f billing Invices based n deliveries and services Special billing types such as credit and debit mems Methds fr creating billing dcuments Cllective prcessing f billing dcuments Billing due list Invice split analysis Prfrma invices Revenue accunt determinatin Billing payment terms (FI-AR) Special features f the SD/FI-CO interface Credit card Mnitring reprt Special Business sales prcess and its transactin Custmer Cmplaint Prcessing w w w. L e a r n S A P. c m i n L e a r n S A P. c m Page 5

6 Returns Credits Mems Debit Mems Invice Crrectins Define and assign blcking reasn in SAP Basic Functins in Sales and Distributin Text determinatin Output determinatin Price determinatin SAP SD Curse - Outline agreements and its verview Understanding f utline agreements Sales dctypes fr different utline agreements Hw t schedule utline agreement Quantity cntract Messages abut pen utline agreements Hw the data is activated fr cntracts; and hw t determine the dates fr these kind f cntract agreements Creatin f Material Determinatin Master Recrd Prcedure in cnditin technique listing and exclusin Hands n material determinatin and prduct selectin and material Listing and material Exclusin What is cnditin exclusin grup Assign cnditin types t exclusin grup SAP SD Training - Free gds and its sales prcess w w w. L e a r n S A P. c m i n L e a r n S A P. c m Page 6

7 Understanding business prcess and needs in free gds cncept verview Explring free gds and custmizing free gds Hands n free gds prcess. Cnditin technique, free gds master data, free gds calculatin rule Day-4: Enterprise Structure Definitin: SAP Sales and Distributin Sales Org (Hint: cpy frm SO01) Distributin Channel Sales ffice Sales Grup SAP SD mdule - Lgistics General Plant Divisin Materials Management Strage Lcatin Lgistics Executin Shipping Pint (Hint: cpy frm SP01) Lading Pint Define cmpany Define cmpany cde Define new cmpany by cpying existing cmpany cde w w w. L e a r n S A P. c m i n L e a r n S A P. c m Page 7

8 Define business area SAP SD curse - Assignment Sales rg t cmpany cde Distributin channel t sales rg Divisin t sales rg Creating a sales area in SAP SD Sales ffice t sales area Sales grup t sales ffice Plant t sales rg / distributin channel Business area accunt assignment Define rules by sales srea Assign business area t plant and divisin Plant t cmpany cde Shipping pint t plant Cnsistency Check Check enterprise structure fr sales and distributin Sales and Distributin - Master Data Define cmmn distributin channels Define cmmn divisins Sales Sales f nn-stck item with rder specific prcurement w w w. L e a r n S A P. c m i n L e a r n S A P. c m Page 8

9 Returnable prcessing Crss-cmpany sales rder prcessing Sales rder prcessing with custmer dwn payment Sales third-party prcess with subcntracting Sales: perid end clsing peratins Sales Dcuments Sales dcument header - define sales dcument types Sales dcument item - define item categry & assign item categries Schedule lines Maintain cpy cntrl fr sales dcuments Cpying cntrl: sales dcument t sales dcument Tax cnfiguratin Define prcedure Define cnditin types Assign cuntry t calculatin prcedure Specify structure fr tax jurisdictin cde Define Tax cdes Assign tax cdes fr nn-taxable transactins Billing Define Billing Types Define billing types Maintain cpying cntrl fr billing dcuments Retractive billing w w w. L e a r n S A P. c m i n L e a r n S A P. c m Page 9

10 Basic Functins Pricing Define cnditin types Define access sequences Define cnditin tables Define and assign pricing prcedures Define cnditin tables Define and assign pricing prcedures Determine pricing by item categry in SAP Transfer f PRICAT-messages Availability Check and Transfer f Requirements Availability Check Availability check with ATP lgic r against planning Transfer f Requirements Determinatin f requirement types using transactin Define requirements types Define requirements classes Partner Determinatin Set up partner determinatin Set up partner determinatin fr custmer master Set up partner determinatin fr sales dcument header w w w. L e a r n S A P. c m i n L e a r n S A P. c m Page 10

11 Text Cntrl (Hint: fr yur reference nly) Define text types Custmer sales & distributin Sales dcument (header) Define access sequences fr determining texts Custmer sales & distributin Sales dcument (header) Define and assign text determinatin prcedures Lg f incmplete items Define incmpleteness prcedures Assign incmpleteness prcedures Assign prcedures t the sales dcument types Define Status Grups Credit management / risk management Credit management Define Credit Grups Assign Sales Dcuments and Delivery Dcuments Define Autmatic Credit Cntrl w w w. L e a r n S A P. c m i n L e a r n S A P. c m Page 11

12 Day-5: Output Cntrl, Lgistics Executin SAP Sales and Distributin - Output Cntrl Output Determinatin Output determinatin fr sales activities Output determinatin using the cnditin technique Maintain utput determinatin fr sales dcuments Maintain utput types Define access sequences Define cnditin tables Maintain utput determinatin prcedure Assign utput determinatin prcedures Maintain utput determinatin fr billing dcuments Maintain utput types Define access sequences Define cnditin tables Maintain utput determinatin prcedure Assign utput determinatin prcedures SAP SD Training - Accunt assignment / csting Revenue accunt determinatin : assign G/L accunts Material determinatin Maintain prerequisites fr material determinatin Assign prcedures t sales dcument types Listing / Exclusin Maintain listing/exclusin types Maintain access sequences fr listing / exclusin Prcedures fr maintaining listing/exclusin w w w. L e a r n S A P. c m i n L e a r n S A P. c m Page 12

13 SAP SD Curse - Lgistics executin Shipping Basic shipping functins Shipping pint and gds receiving pint determinatin - assign shipping pints Rutes Define rutes - define rutes and stages Rute determinatin - maintain rute determinatin SAP Sales and Distributin - Deliveries Define delivery types Define item categries fr deliveries Picking Determine picking lcatin - define strage cnditins SAP freign trade mdule, transactin cdes and tables w w w. L e a r n S A P. c m i n L e a r n S A P. c m Page 13