Online Course
Sales and Distribution with SAP S/4HANA: Processes and Configuration
with Darío Franco
03/06/2025 – 04/03/2025
The foundational course on SD processes and configuration!
Connect the dots between your essential sales processes and their configuration in SAP S/4HANA! Pop the hood of your new system and examine the organizational structure, master data, and basic and cross-functional settings that support your SD processes. With the SD structure in place, dive into ATP, pricing, sales processing, shipping, and billing with a look at both processes and configuration in SAP S/4HANA. Get an expert’s perspective on how recent SD simplifications are moving this LOB forward, and how you can leverage system enhancements for maximum effect.
Note: Can’t join live? No problem! With your purchase, you’ll receive access to the session recordings and slide decks directly on the learning platform shortly after each session concludes. Learn at your own pace, revisit key concepts, and reinforce your understanding of the topic. Whether live or on demand, this course offers you the opportunity to learn directly from the top SD expert. Don’t miss out!
Online Courses
SD Data, Contracts, and Documents
Get to know your sales data and documentation. From company codes and sales organizations to distribution channels and divisions, set up the functional and legal structure of your company in SAP S/4HANA. Learn about the material master, business partner, pricing, and BOM elements at work. Then explore the essential sales documents and contracts that record your transactions, and configure them in SAP S/4HANA.
Topics
- Organizational structures
- Material master
- Business partner
- Sales document types
- Sales item categories
- Master contracts
- Quantity contracts
- Value contracts
- Service contracts
Basic and Cross-Functional Customizing for SD
Master the most frequently used basic functions within SD, such as incompletion logs and automatic determination. Then apply customization settings for cross-functional business processes in SD, such as text control and output control. Make impactful modifications to your system via new fields, copy requirements, and data transfer routines, and leverage user exits for price determination, credit checks, and more.
Topics
- Log of incomplete items
- Partner determination
- Material determination
- Listing/exclusion
- Free goods
- Cross selling
- Copying control for sales, delivery, and billing documents
- Condition technique
- Copying requirements
- Data transfer routines
- User exits
ATP, Pricing, and Sales Processes and Configuration
Dive into ATP: product availability checks, transfer of requirements, and more. Next, immerse yourself in SD pricing processes and configuration with a look at condition types, access sequences, condition tables, and condition exclusions. Then walk through your core sales processing activities, from the customer inquiry to the journal entry. Learn how documents move through your SAP S/4HANA system and how to determine key fields from both master records and customizing tables. Finally, see how SAP S/4HANA handles make-to-order production, third-party order processing, and customer complaints!
Topics
- Product availability check
- Backward and forward scheduling
- Transfer of requirements
- ATP check
- Condition technique
- Pricing condition types
- Access sequences
- Order-to cash process and data flow
- Make-to-order production
- Third-party order processing
- Customer complaints
Shipping and Billing Processes and Configuration
Dig into delivery, shipping, and billing with SAP S/4HANA. Explore the system settings for the shipping point, route, picking location, and transportation and delivery schedule. Learn how to create and process billing documents, lists, and plans to ensure your company gets paid. Explore special billing functions such as down payments and invoice lists, and then deploy recommended user exits for your shipping and billing workflows!
Topics
- Outbound delivery document
- Shipping point and route determination
- Picking location determination
- Transportation and delivery scheduling
- Goods issue
- Billing document
- Billing plans
- Down payments
- Invoice lists
- Account determination
- User exits
Simplifications and Enhancements for SD
If sales is a constant, then system changes are a given. See how SAP has innovated with SAP S/4HANA and what changes impact the sales LOB. Get to know the business partner approach, and how SAP has incorporated advanced ATP and credit management functionality into SAP S/4HANA. On the technical side, explore changes in the suite’s output management technique, material number fields, and customizing nodes. Finally, enhance SAP S/4HANA for sales order processing through dynamic payment terms, for delivery processing via the outbound delivery monitor, and for invoice splitting using a VOFM routine.
Topics
- UI and SAP Fiori apps
- Business partner
- Credit management
- Advanced ATP
- Foreign trade amendments
- Pricing tables
- BRFplus output framework
- Material number field length
- Payment terms
- Delivery block
- Invoice splitting
- Numbering range
Ticket options
Your Expert
Darío Franco is an experienced SAP S/4HANA business analyst who has more than 18 years of functional and technical SAP experience. He is currently a senior staff business analyst at PHC Holdings Corporation. His background is in sales and distribution, but he has practical knowledge across a wide range of functions such as order-to-cash, materials management, logistics execution, procure-to-pay, service management, warehouse management, ABAP programming, and EDI. His focus is on using SAP S/4HANA to create robust solutions that deliver real results to businesses. He is an SAP PRESS author based in southern England. Darío loves to spend time with his family and is an avid mountain bike rider.
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