Onsite Training Catalog: SAP Sales and Distribution Training Outline

Getting the Big Picture (Overview of "Order to Invoice")

Understanding the Building Blocks - Part I

 

  • Customer Master Data
  • Material Master Data

Understanding the Building Blocks - Part II

 

  • Using Advanced Sales Master Data
  • Creating Material Determination
  • Creating Listing and Exclusion Records

Learning the Nuts and Bolts - Sales Order Details I

 

  • Understanding Sales Order Types
  • Understanding Item Categories
  • Understanding Schedule Lines and Categories

Supporting Your Customers - Sales Order Details II

 

  • Requesting Delivery Dates
  • Promising Inventory
  • Using Customer Texts

Processing the Sales Order

     

  • Getting Order Confirmation
  • Understanding Incomplete Documents
  • Understanding Sales Order Blocks
  • Understanding Sales Order Defaults

Using Advanced Order to Cash Processes

 

  • Creating Delivery Documents
  • Creating Outbound Deliveries with Order References
  • Using Batch Delivery Processing
  • Understanding Warehouse Management Processes
  • Issuing Billing Documents
  • Processing Billing Documents in Batch
  • Releasing Billing Documents to Accounting
  • Using Batch to Release Billing Documents to Accounting

Using Advanced "Order to Cash" Processes

 

  • Overriding the Physical Address in a Sales Order
  • Blocking and Inactivating a Customer
  • Restricting Items for Sale
  • Creating Sales Orders with Reference to Existing Sales Orders
  • Understanding Bills of Material
  • Processing and Releasing Blocked or Incomplete Sales Orders
Working With Special Order Types

 

  • Making Inquiries into Sales Orders
  • Working with Quote Orders
  • Working with Contract Orders
  • Understanding "Free of Charge" Subsequent Deliveries
  • Creating Rush Orders
  • Making Cash Sales
  • Placing Consignment Orders
  • Placing Third-party Orders
  • Processing Returns
  • Processing Inter-company Sales

Understanding Mastery Level Topics - I

 

  • Utilizing the Factory Calendar in Sales Order Processing
  • Calculating Freight Charges
  • Understanding Advanced Payment Terms
  • Sales Order Processing and Cost Accounting
  • Working with Customer Material Information
  • Using SD Lists and Reporting Tools
  • Performing Mass Maintenance
  • Understanding Credit Checking Levels and Order Holds
  • Rejecting Sales Orders

Understanding Mastery-Level Topics - II

 

  • Using Configuration to Enhance Your Sales Order Information
  • Configuring Sales Orders: Know When to Say "When"
  • Working with Interfaces to POS Systems
  • Integrating Credit and Payment Cards
  • Interfacing with Other Modules (MRP, AR)
  • Tracking Errors and Debugging
  • Understanding Advanced Customization (VOFM, User Exits)
  • Using Advanced Reporting Techniques (Logistic Info Systems)

Reviewing the Sales to Cash Workflow
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Sales Order Outline

ERPtips Sales and Distribution class looks at the "big picture" of sales orders, from input to invoice, starting with the building blocks, the customer masters. We'll then delve into the details such as different types of orders, how to incorporate customer needs like rush orders and specific delivery information, using advanced order to cash processes and much more! We'll also tackle the distribution side of sales, including calculating freight charges, working with factory calendars, using advanced reporting techniques, among other topics.

Written by Klee
This course book was written by and published by Klee Associates, Inc. The information in our books come from the collective experience of our consultants. They have implemented SAP at dozens of client sites around the world.

Use our workbooks to better understand the power and functionality of SAP, basic and advanced setup, advanced tips and techniques that illustrate creative and powerful uses of the software, and best practices. Should you need consulting help, we will be glad to recommend to you the best consultants from our growing SAP consulting practice.

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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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