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Course Outline for SAP Sales and Distribution Basic Training

Day 1:

SAP ERP Business Suite Overview

 

  • Overview of SAP components
  • SAP Terminology
  • Overview of SAP Technology

Navigation

 

  • Basic Navigation Overview Demonstration and Exercise
  • Features: Transactions, favorites, shortcuts, user settings and parameters, tips and tricks to gain efficiency

SAP Business Processes

 

  • Order to Cash
  • Procure to Pay
  • Plan to Produce
  • FICO Overview

Day 2:

Unit 1-Sales and Distribution/Logistics Execution Overview

 

  • Definitions
    - Logistics
    - Sales
    - Distribution

 

  • What are the business processes supported in Sales and Distribution?
    - Presales-product inquiry and sales quote
    - Order booking, order acknowledgement/confirmation
    - Order sourcing/planning
    - Order changes
    - Order processing
    - Invoicing/billing
     
  • What Customer Centric processes are available?
    - Contracts
    - Pricing
    - Listings/Exclusions
    - Proposals
    - Blocks
    - Holds
     
  • What Inventory/Product centric processes are available?
    - Requirements planning
    - Product availability
    - Product substitution
     
  • What are the business processes related to Sales that are supported in Logistics Execution?
    - Delivery preparation-Stock availability and removal
    - Delivery forms
    - Packing
    - Transportation planning
    - Shipment
     
  • How are Sales and Distribution and Logistics Execution related?
     
  • How are sales and logistics business processes measured?
    - Organizational breakdowns
    - Listings and reports
    - Sales and Information system
    - Logistics Information system
    - Transactional walkthrough of sample electronic process

Unit 2-Building blocks for customer centric/material centric processes

 

  • Grouping customer and material data by organizational levels and functional area
     
  • Best practices for customer and material data control
    - Agreements-by product quantity, price
    - Price-group, list, and individual
     
  • Master data exercises
     
  • Create customer
    - Group by account type
     
  • Create product
     
  • Change customer
    - Add customer to customer group, price group/list and sales group
    - Add customer specific text/instructions
     
  • Change product
    - Add product to group
     
  • How to find customers and products
    - Search functions
     
  • Copy customer to multiple selling areas
  • Copy products to multiple selling areas
  • Create lists of customers and products
  • Create individual prices for products
  • Create price lists
Day 3:

Unit 3-Pre-Sales Functions and Exercises

 

  • Handling inquiries
  • Checking product availability
  • Handling quotations
  • Managing order sourcing and planning
  • Creating customer contracts based on value
  • Creating contracts for specified quantities
  • Creating a suggestive selling list
  • Excluding a product from being ordered
  • Excluding a customer from buying a product
  • Limiting what a customer can buy
  • Blocking a customer from placing an order
  • Using a customer's own product codes on orders
  • Automatically substituting one product for another

Unit 4-Fundamentals of Order Booking

 

  • Creating an order
    - Creating data entry defaults
    - Tailoring item entry
    - Adding items
    - Changing items
    - Deleting items
     
  • Monitoring the order
    - Product availability
    - Pricing
    - Scheduling the delivery
    - Adding customer and product specific information/notes
     
  • Confirming the order

Day 4:

Unit 5-Fundamentals of Product Delivery

 

  • Creating a delivery
    - Creating a delivery document
    - Different methods for selecting deliveries
    - Delivery responsibilities
    - Delivery document control; bill of lading, picking list
     
  • Picking the product to pack
    - Creating a transfer order
    - Warehouse responsibilities
    - Communication between the transfer order and the delivery
     
  • Shipping the product
    - Recording the goods have been loaded and shipped
    - Handling customer complaints; returns and damages
     
  • Billing the customer
    - Creating a billing document
    - Confirming pricing
    - Creating an invoice; terms of payment, foreign trade indicators
    - The role of accounting
    - Finding customer balances and outstanding invoices

Unit 5-Fundamentals of Product Delivery

 

  • Tracking unfulfilled quotes and orders
  • Tracking incomplete orders
  • Resolving unfulfilled orders
  • Tracking how much a customer has bought
  • Comparing sales to purchasing
  • Monitoring customer returns
  • Determining what remains on contracts to fulfill
  • Recording price increases or adjustments
  • Tracking cost of goods sold
  • Tracking invoices
SAP Course Listing Return to SAP Basic Sales and Distribution Course Description
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To schedule a training session with ERPtips or to find out more information, email Training at ERPtips dot com.

SD Basic

Attending our SAP Sales and Distribution basic training is a great way to get your feet wet with a new module of SAP and get solid exposure and training to the business processes SAP supports. The combination of Sales and Distribution and Warehouse Management will help build a functional foundation for business users, super users, implementation team members and developers. The instructor will guide you through the Order to Cash and Delivery Processing business processes and will provide real world examples from years of SAP experience.

Just like the ERPtips Journal, our training covers the entire SAP product line, from core SAP modules like Financials, Logistics, and HR/HCM, to NetWeaver-based components, to SAP's Business Suite applications, including CRM, SCM, and SRM. We train SAP implementation team members and super-users on any issues covered in the standard SAP course catalog, and we go beyond that to offer cutting edge configuration and reporting techniques that can fill the gap in your SAP know-how.

We help SAP clients and consultants solve business and technical problems with our library of undocumented features, timesaving solutions, and best practices. Request a free sample issue of ERPtips Journal.

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Testimonials

"The ERPtips instructor geared this class to the students and their companies' Basis environments. We covered important topics that are hard to find practical information on, like kernel upgrades and hotpacks. I was later able to apply this knowledge to my company's own SAP system.

To get exposure to all the key material in this course, I might have had to take about three courses from SAP itself. The instructor went the extra mile to make sure that everyone's questions were answered."

Pete Peters, IT Manager, Prym Consumer USA

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