SAP SD Sales and Distribution

Uplatz offers a comprehensive self-paced training program on SAP SD (Sales and Distribution), designed to help learners master the end-to-end sales processes within the SAP ERP system. The course includes high-quality video lectures and provides a Course Completion Certificate upon completion.

SAP SD is one of the core modules in the SAP ERP suite, responsible for managing customer relationships, sales order processing, shipping, billing, and invoicing. As a key component of the logistics chain, SAP SD ensures efficient handling of sales transactions and integration with other modules such as Materials Management (MM) and Production Planning (PP).

SAP SD plays a vital role in supporting business functions that involve interacting with customers—from capturing quotations to generating sales orders and managing billing cycles. The module helps businesses streamline operations, improve customer satisfaction, and maintain accurate transaction records.

This course provides a structured approach to understanding the functionality and real-time application of the SAP SD module. Topics include:

• Customer master data and partner functions

• Sales order processing and document flow

• Pricing procedures and conditions

• Delivery and shipment processing

• Billing and invoice generation

• Integration with MM and PP modules

• Credit management and returns handling

• Reporting and analytics in SAP SD

• Configuration basics and real-world case studies

Whether you are starting from scratch or enhancing existing SAP skills, this course covers the full lifecycle of sales and distribution processes in an SAP environment.

This course is ideal for:

• Beginners and professionals entering the SAP domain

• Sales and logistics professionals transitioning to SAP roles

• Functional consultants looking to specialize in SD

• Anyone preparing for SAP SD certification or consultant roles

SAP SD is a highly sought-after skill in industries such as manufacturing, retail, logistics, and consumer goods. With global organizations running their sales operations on SAP, certified professionals are in high demand.

As an SAP SD Consultant, you can expect to earn £75,000+ annually in the UK and comparable salaries internationally. The knowledge gained from this course can help you secure roles in ERP consulting, business analysis, systems implementation, and enterprise operations.

Uplatz Certificate of Completion

Digital certificate - Included

SAP SD - Course Syllabus

• 1.1 Overview of SAP ERP / S/4HANA and SAP SD
  • Role of SAP SD in an integrated business environment
  • Key components and sub-modules of SAP SD
  • The "Order-to-Cash" (O2C) process overview
• 1.2 Enterprise Structure in SAP SD
  • Defining and assigning organizational units relevant to SD:
    
    • Company Code, Plant, Storage Location
    • Sales Organization, Distribution Channel, Division
    • Sales Area, Sales Office, Sales Group
  • Relationships between SD organizational units and other modules (FI, MM)
• 1.3 Introduction to SAP SD Master Data
  • Overview of key master data in SD
  • Customer Master Data: General data, sales area data, company code data
  • Material Master Data (Sales Views): Basic data, sales org data, foreign trade
  • Customer-Material Info Records
  • Condition Master Data (Pricing)
• 1.4 Basic Navigation and System Landscape
  • Logging on to SAP, navigating SAP Easy Access
  • Understanding transactions, reports, and customizing (IMG)

• 2.1 Customer Master Data Configuration
  • Account Groups and Number Ranges
  • Partner Functions: Sold-to, Ship-to, Bill-to, Payer
  • Customer Hierarchy (brief overview)
  • Maintaining customer master records (XD01, XD02, XD03)
• 2.2 Material Master Data Configuration (Sales Specifics)
  • Sales views: Sales: Sales Org. Data 1 & 2, Sales: General/Plant
  • Maintaining material master records (MM01, MM02, MM03)
• 2.3 Condition Master Data for Pricing
  • Creating and managing condition records (VK11, VK12, VK13)
  • Pricing scales, customer-specific prices, material-specific prices
• 2.4 Output Determination Master Data
  • Configuring output types for order confirmation, delivery notes, invoices, etc.
  • Maintaining condition records for output determination

• 3.1 Pre-Sales Activities
  • Inquiries (VA11, VA12, VA13): Creating and processing customer inquiries
  • Quotations (VA21, VA22, VA23): Creating and processing quotations based on inquiries
  • Tracking pre-sales documents
• 3.2 Sales Order Processing
  • Understanding Sales Document Structure: Header, Item, Schedule Line
  • Sales Document Types (e.g., Standard Order OR, Rush Order RO, Cash Sales CS) and their controls (VOV8)
  • Item Categories (e.g., TAN, TAS) and their controls (VOV7)
  • Schedule Line Categories (e.g., CP, CN) and their controls (VOV6)
  • Determinations: Item category, schedule line category
  • Creating a Sales Order (VA01)
  • Sales Order changes and display (VA02, VA03)
• 3.3 Basic Functions in Sales Documents
  • Pricing Determination: Condition technique overview, access sequences, condition types, pricing procedures, pricing procedure determination.
  • Availability Check (ATP): Rules for availability check, checking groups, scope of check.
  • Credit Management (Overview): Credit control area, credit limits, risk categories, credit checks in sales documents.
  • Output Determination: Configuring and processing sales order confirmations (e.g., print, email).
  • Text Determination: Sales document texts, item texts, customer texts.
  • Partner Determination: Partner functions and their assignment in sales documents.
  • Incompletion Logs: Ensuring data completeness in sales documents.
  • Route Determination (Overview): Based on shipping point, country, transportation zone, shipping conditions.
  • Free Goods Determination: Inclusive and exclusive free goods.
  • Material Determination and Listing/Exclusion: Substituting or excluding materials.

• 4.1 Shipping Point Determination
  • Rules for shipping point determination
• 4.2 Delivery Document Processing
  • Creating Outbound Deliveries (VL01N, VL10)
  • Delivery Document Structure: Header, Item
  • Delivery Item Categories
  • Picking: Managing picking requests, confirming pick quantities
  • Packing: Creating handling units, packing materials
  • Goods Issue: Posting goods issue, impacts on inventory and accounting (movement type 601)
• 4.3 Returns Processing
  • Creating Returns Orders (RE)
  • Returns Delivery and Goods Receipt for Returns
  • Credit Memo Request for Returns

• 5.1 Billing Document Processing
  • Billing Document Types (e.g., F2 for Invoice, G2 for Credit Memo) (VOFA)
  • Creating Billing Documents (VF01, VF04)
  • Collective billing, individual billing
  • Cancellation of billing documents
• 5.2 Billing Plans
  • Periodic billing, milestone billing
• 5.3 Revenue Account Determination
  • Integration with FI/CO
  • Account determination procedure (VKOA)
  • Posting revenues, COGS, discounts, taxes to G/L accounts
• 5.4 Output Determination for Billing
  • Generating invoices, credit memos, pro-forma invoices
• 5.5 Intercompany Sales (Overview)
  • Process flow for sales between different company codes
  • Intercompany billing and related configuration

• 6.1 Outline Agreements
  • Contracts (Value Contracts, Quantity Contracts)
  • Scheduling Agreements
  • Creating and releasing against outline agreements
• 6.2 Special Sales Processes
  • Consignment Sales (Stock at Customer)
  • Third-Party Order Processing (direct delivery from vendor to customer)
  • Make-to-Order Production (integration with PP/CO)
  • Individual Purchase Order
• 6.3 Rebate Processing (Overview)
  • Rebate agreements, conditions, settlement
• 6.4 Analytics and Reporting in SD
  • Standard SD reports (Sales Information System - SIS, drill-down reports)
  • Document Flow analysis
  • Using transaction codes for quick access to information
• 6.5 Integration with Other SAP Modules
  • FI/CO: G/L postings, credit management, profitability analysis
  • MM: Material availability, inventory management, goods movements
  • PP: Make-to-Order scenarios, Transfer of Requirements (TOR)
  • WM: Warehouse management integration (picking, packing)
  • LE-TRA: Transportation planning (brief overview)
• 6.6 Enhancements and Troubleshooting
  • User Exits and BAdIs in SD (conceptual understanding)
  • Common SD issues and troubleshooting techniques
  • Best practices for SD configuration and process execution

• Aspiring and Current SAP SD Consultants: Individuals looking to implement, configure, and support the SAP SD module, or those already in such roles wanting to deepen their knowledge.
• Sales and Distribution Professionals: Anyone working in sales, customer service, order processing, shipping, or billing who uses or will use SAP SD in their daily operations.
• Business Analysts: Professionals who analyze sales and distribution processes, identify business requirements, and translate them into SAP SD solutions.
• Key Users in Sales/Logistics: Experienced end-users who act as subject matter experts, provide first-level support, and train other users within their organization.
• IT Professionals and System Analysts: Those involved in the technical support, maintenance, and integration of SAP SD within an organization's IT landscape.
• Project Managers: Individuals leading or participating in SAP implementation, upgrade, or transformation projects, especially those with a sales, customer experience, or logistics focus.
• Supply Chain Professionals: People involved in logistics, warehousing, and transportation who need to understand how sales orders impact their processes.
• Students or Graduates: Individuals with a background in business administration, supply chain management, or information technology looking to specialize in a highly sought-after SAP functional area.

Passion and determination to achieve your goals!

• SAP SD Consultant
• Sales & Distribution Manager
• SAP SD End User
• Customer Relationship Analyst
• SAP Functional Consultant
• SAP Project Manager
• SAP CRM Analysts & Consultant
• Store Manager
• Supply Chain Professional
• Sales & Marketing Executive
• Sales/Logistics Consultant
• Business Analyst
• Master Data Analyst - SAP SD/MM
• SAP SD - Architect
• Business & Integration Practitioner
• Package Consultant: SAP SCM SD

Currently there are no Q&As for this course. Be the first to ask a question.