SAP SD (Sales and Distribution)

Introduction to SAP SD

Gain a comprehensive understanding of the SAP SD module and its significance in managing the sales and distribution processes within organizations. Explore the key functionalities of SAP SD, including order management, pricing, billing, delivery processing, and customer relationship management. Understand how SAP SD integrates with other SAP modules such as FI (Finance) and MM (Materials Management) to streamline end-to-end business processes.

Order Management

Delve into order management processes in SAP SD, which involve creating, processing, and managing customer orders. Learn how to configure order types, item categories, and document types to meet specific business requirements. Understand the order-to-cash (O2C) process flow, including order creation, order confirmation, delivery scheduling, and order fulfillment. Explore order processing functions such as availability check, credit management, and ATP (Available-to-Promise) to optimize order processing and improve customer satisfaction.

Pricing and Condition Techniques

Explore pricing and condition techniques in SAP SD for determining product prices, discounts, and surcharges. Learn how to configure pricing procedures, condition types, and access sequences to calculate accurate pricing for customer orders. Understand the use of condition records, pricing conditions, and condition tables to maintain price lists, discounts, and promotions. Explore pricing determination strategies based on customer-specific pricing agreements, material pricing groups, and pricing conditions.

Delivery Processing

Dive into delivery processing in SAP SD, which involves picking, packing, and shipping goods to customers. Learn how to create delivery documents, schedule deliveries, and assign delivery dates based on stock availability and customer requirements. Understand the integration between sales orders, deliveries, and warehouse management systems to optimize inventory management and order fulfillment. Explore delivery processing functions such as route determination, shipping point determination, and transportation planning.

Billing and Invoicing

Explore billing and invoicing processes in SAP SD for generating customer invoices and managing accounts receivable. Learn how to create billing documents, invoice requests, and credit memos based on sales orders and deliveries. Understand the use of billing plans, billing cycles, and payment terms to automate billing processes and ensure timely payment collection. Explore billing functions such as revenue recognition, revenue distribution, and dunning to manage customer payments and credit risks.

Customer Relationship Management (CRM)

Understand how SAP SD supports customer relationship management (CRM) activities to enhance customer satisfaction and loyalty. Learn how to manage customer master data, maintain customer contacts, and track customer interactions throughout the sales cycle. Explore CRM functions such as sales inquiry management, quotation management, and sales contract management to engage customers effectively and drive sales revenue. Understand the integration between SAP SD and CRM systems to provide a unified view of customer data and interactions.

Intercompany Sales and Third-Party Sales

Explore intercompany sales and third-party sales processes in SAP SD for managing sales transactions between affiliated companies and external vendors. Learn how to configure intercompany billing, stock transfer orders, and consignment sales processes to facilitate seamless transactions within the supply chain. Understand the use of third-party order processing, drop shipping, and subcontracting to fulfill customer orders through external vendors. Explore integration scenarios between SAP SD and external systems for managing complex sales scenarios involving multiple parties.

Return and Complaints Management

Dive into return and complaints management processes in SAP SD for handling customer returns, refunds, and complaints. Learn how to process return orders, create credit memos, and initiate returns for defective or damaged goods. Understand the use of return reason codes, return delivery documents, and return material authorizations (RMAs) to track and manage return transactions efficiently. Explore complaints handling functions such as complaint registration, investigation, resolution, and escalation to address customer issues and improve service quality.

Revenue Recognition and Reporting

Explore revenue recognition and reporting functionalities in SAP SD for analyzing sales performance, revenue streams, and profitability. Learn how to generate sales reports, revenue reports, and sales forecasts based on SAP SD data. Understand the use of key performance indicators (KPIs), dashboards, and analytics tools to monitor sales metrics, track revenue trends, and identify opportunities for revenue growth. Explore integration between SAP SD and financial reporting systems for comprehensive revenue recognition and financial analysis.

Special Sales Processes

Delve into special sales processes in SAP SD, including consignment sales, individual purchase orders (IPOs), stock transport orders (STOs), and cross-company sales. Understand the configuration and execution of these processes to meet specific business requirements and compliance regulations. Explore the use of special sales document types, pricing procedures, and delivery processes for managing non-standard sales transactions efficiently.

Sales Document Types and Item Categories

Explore the configuration and usage of sales document types and item categories in SAP SD. Learn how to define different types of sales documents such as sales orders, quotations, contracts, and returns. Understand the purpose and characteristics of each sales document type and how they influence the sales process flow. Explore item categories for grouping and categorizing sales items based on product characteristics, pricing conditions, and delivery requirements.

Shipping and Transportation Management

Dive into shipping and transportation management processes in SAP SD for optimizing delivery operations and logistics. Learn how to configure shipping points, transportation zones, and routes to determine shipping methods and carriers. Understand the integration between SAP SD and transportation management systems (TMS) for automating freight planning, route optimization, and shipment tracking. Explore functions such as route determination, freight cost calculation, and transportation scheduling to streamline shipping processes and reduce transportation costs.

Credit Management and Risk Assessment

Explore credit management and risk assessment functionalities in SAP SD for managing customer credit limits, credit exposures, and payment risks. Learn how to configure credit control areas, credit groups, and credit limits to enforce credit policies and mitigate credit risks. Understand the use of credit checks, credit scores, and credit blocks to evaluate customer creditworthiness and approve sales orders. Explore integration with credit reporting agencies and external credit scoring systems for comprehensive credit risk assessment.

Availability Check and ATP (Available-to-Promise)

Delve into availability check and ATP (Available-to-Promise) functionalities in SAP SD for managing product availability and delivery commitments. Learn how to configure availability check controls, check rules, and check scopes to determine product availability based on stock levels, production schedules, and customer demand. Understand the use of ATP quantities, ATP dates, and ATP categories to provide accurate delivery promises to customers and avoid stockouts or delivery delays.

Variant Configuration

Explore variant configuration functionalities in SAP SD for managing complex product configurations and configurable products. Learn how to define product variants, characteristics, and dependencies to create configurable product models. Understand the use of variant configuration profiles, dependency networks, and selection conditions to generate variant-specific bills of materials (BOMs), pricing conditions, and product configurations. Explore integration with product lifecycle management (PLM) systems for comprehensive product configuration management.

Rebate Processing

Dive into rebate processing functionalities in SAP SD for managing customer rebates, discounts, and incentive programs. Learn how to configure rebate agreements, condition records, and settlement rules to define rebate conditions and calculation methods. Understand the use of rebate accruals, accruals posting, and settlement processing to track rebate accruals, monitor rebate performance, and settle rebate claims with customers. Explore integration with finance and controlling modules for accurate rebate accrual accounting and financial reporting.

EDI (Electronic Data Interchange) and IDoc Integration

Explore EDI (Electronic Data Interchange) and IDoc integration capabilities in SAP SD for exchanging sales-related data with external trading partners and systems. Learn how to configure communication partners, message types, and partner profiles to enable EDI communication. Understand the use of IDocs (Intermediate Documents) for data exchange between SAP and non-SAP systems, such as customers, vendors, and logistics service providers. Explore integration scenarios for order processing, delivery confirmation, and invoice verification using EDI and IDoc technologies.