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SAP Customer Master Usage for Order-to-Cash Processes

Name: SAP Customer Master Usage for Order-to-Cash Processes
Rating: 4.2 (38 reviews)

Master customer management processes using the SAP customer master as the foundation for the Order-to-Cash process

Created byDevon Winters

Last updated 1/2017

English

English [Auto],

What you'll learn

Understand and Map a customer master, both in a business process as well as the SAP ECC Customer Master
Access, Navigate, and find any customer data in SAP
Create, Change & Display Customer Master data in SAP ECC
Differentiate between the different Customer Master Account Groups
Manage the customer master in SAP for Order-to-Cash processing
Students will be able to analyze and make recomendations on Customer Master usage for optimizing the order-to-cash process
Troubleshoot Customer Master changes, incomplete data and more
Use the data model that supports the Customer Master for advanced analysis
Access, Navigate & Set up the Customer Hierarchy
Become a leader on SAP ECC projects involving the customer master
Students will be ready to go on to advanced topics like Customer Master Configuration, Customization, Integration & Advanced Analysis

Course content

10 sections • 57 lectures • 6h 16m total length

Welcome & Introduction6:51
Welcome to the course. Why this course is important. How it will help you. What you'll cover. A little about me.
Business process overview11:51
It's important to map out the business process of effective customer management prior to adding data or making system updates. You need a plan to follow that fits with your business strategy
Results from a well defined and optimized Customer Management process1:50
What are some of the benefits that we should expect
Section 1: Quiz

Customer Master Display: Section Introduction0:51
Customer Master General Data Overview & Address Data8:40
Customer Master Display: General Data - Control Tab4:36
Customer Master Display: General Data - Payment Tab4:42
Explore how the customer master payment tab stores and manages bank accounts, payment cards, and alternate payers across countries, streamlining the order-to-cash process.
Customer Master Display: General Data - Marketing Tab4:41
Customer Master Display: Unloading Points & Foreign Trade Data5:32
Customer Master Display: General Data Contact Persons3:13
Customer Master Display: Sales Data - Sales View16:30
Customer Master Display: Sales Data - Shipping View9:14
Explore the shipping view in the customer master to configure delivery priority, ATP, shipping conditions, delivery plants, proof of delivery, and partial deliveries with tolerances.
Customer Master Display: Sales Data - Partner Functions3:58
Customer Master Display: Company Code Data - Account Management7:23
Customer Master Display: Company Code Data - Payment Transactions8:24
Customer Master Display: Company Code Data - Correspondence5:36
Discover how to configure customer correspondence by company code: set dunning procedures, recipients, clerks, and blocks, tailor payment notices, and manage centralized or decentralized processing for accounts receivable.
Customer Master Display: Sales Data - Billing View6:29
Customer Master Display: Menus & Other7:43
Navigate the SAP customer master menus to access texts, additional data, and the differences between general and sales data, learning where to find text IDs, documents, and classification for order-to-cash.
Customer Master Display: Company Code Data - Insurance1:48
Section 3: Quiz

Customer Master Create: Introduction1:03
Customer Master Create: Account Group Overview7:02
Create Customer Part 1: General Data6:31
Customer Master Create: General Data Part 26:54
Customer Master Create: Company Code Data3:07
Configure company code data in the customer master, assign a reconciliation account, and set payment terms and methods before proceeding to sales area data in the order-to-cash process.
Create Customer: Sales Area Data10:20
Create Customer: Goods Recipient or Ship-to Partner5:56
Learn to create a ship-to party or goods recipient in SAP, compare account groups, and configure general data, sales area, and shipping settings for order-to-cash.
Create Customer: Payer Account Group5:17
Create Customer: Bill-to Account Group4:00
Create a bill-to party account group 000 to route billing documents and invoices to a centralized or outsourced department, using company code and sales area.
Create Customer: Sales Partner Account Group2:55
Explore how to use account groups to create business partners as sales partners, including internal sales reps, brokers, and copy variations, and assign a consistent sales rep across sales areas.
Create Customer: Create with Reference Method6:43
Section 4: Quiz

Customer Master Change: Introduction1:10
Explore how to change the customer master by editing general, sales, and company code data, verify required fields, and track changes with security and account group limitations.
Customer Master Change: General, Sales, & Company Code data10:10
Learn to perform customer master changes across general data, sales area data, and company code data in SAP for order-to-cash, verify areas, adjust terms, and save updates.
Tracking and displaying changes to customer masters14:12
Customer Master Change: Change Account Group5:54
Section 5: Quiz

Customer Master Data Model8:47
Overview of the Customer Master Data Model including SD11, related tables, and some tricks for seeing even more
Customer Master: Finding Table-Fields from Application Screens3:17
Identify the table and field names directly from the customer master screens by opening field help, selecting technical information (EF1/EF4), and viewing the table names and address data tables.
Customer Master: Extended Table/Field Review & Data Browser Usage10:44
Take a look at extracting data from customer master tables to provide data for advanced analysis
Customer Master: Data Browser Usage6:40

Introduction to the SAP Customer Hierarchy4:02
This lecture will introduce the topic of the Customer Hierarchy, and includes how it relates to the Customer Master, & why it's important
SAP Customer Hierarchy: Access & Navigation8:27
In this lecture students will get familiar with accessing the Customer Hierarchy and navigating the structure
SAP Customer Hierarchy: Display in Detail13:49
In this lecture students will become familiar with displaying a Customer Hierarchy as well as many of the details on the structure and nodes.
SAP Customer Hierarchy: Create one from scratch using what we've learned9:47
In this lecture students can build a Customer Hierarchy from scratch using what they've learned, including the technical tips from the previous lecture.
SAP Customer Hierarchy: Edit mode for Changes11:12
In this lecture students will become familiar with making changes to an existing Customer Hierarchy
SAP Customer Hierarchy: Node Account Group8:18
In this lecture students will learn about the Customer Hierarchy Node Account Group which can be very helpful for building a structure.
SAP Customer Hierarchy: Deeper look at the technical components7:32
In this lecture students will gain critical insights in to the technical components of the Customer Hierarchy so they can much more easily create, maintain and use a complex Customer Hierarchy.
SAP Customer Hierarchy: Order-to-Cash Usage5:49
In this lecture students will get to use the Customer Hierarchy in the order-to-Cash process focusing on Pricing and Rebates. This will show the real power of the Customer Hierarchy and why it's worth maintaining as you scale up.
SAP Customer Hierarchy: Review & Wrapup2:09
In this lecture students will review what they've learned about the Customer Hierarchy and how they can map it to their own business scenarios.

Requirements

This course is intended for anyone looking to learn more about SAP order-to-cash processes
Some general understanding about business software is helpful, as well as a general understanding of what a customer is

Description

Upon completing this course,

students will have a strong understanding of managing customer data using the SAP customer master application.

This includes:

Understanding how an optimized customer master supports an optimized order-to-cash process, as well as related business processes,
Accessing & navigating the many screens and fields in the SAP ECC Customer Master,
Understanding where the data comes from and how it's used in the order-to-cash process,
Displaying, creating, changing field data and easily tracking changes in the customer master,
Business partner setup and usage,
Differences between the General Data, Sales Data & Company Code Data,
Customer Master reporting & analysis,
How to troubleshooting issues such as errors and missing data
Many other related topics

Students will also gain good skills at:

Mapping customer data, which is critical for topics like engaging in a new SAP project or new business unit rollout.

Implementing a customer management business within large and complex organizations.

Recognizing different customers types and how to differentiate the process needed for each.
How to design an optimal customer master for order-to-cash integration that is accurate and can be managed efficiently.
How to understand options for fields related to configuration and how to work with technical personnel to implement changes.

Looking forward to seeing you in the course!

Who this course is for:

Anyone interested in learning more about Customer Management and how it relates to the order-to-cash process
Specifically anyone interested in really understanding how to perform the customer management process in SAP and how it integrates so well and completely with the order-to-cash process
Business Users, IT staff, Consultants & Students looking to learn about SAP, Customer Master Usage, and Order-to-Cash processes

SAP Customer Master Usage for Order-to-Cash Processes

What you'll learn

Explore related topics

Course content

Introduction3 lectures • 21min

ECC Customer Master Access, Organization & Navigation2 lectures • 23min

Detailed ECC Customer Master Walkthrough16 lectures • 1hr 39min

ECC Customer Master Create11 lectures • 1hr

ECC Customer Master Change4 lectures • 31min

Other Customer Master sub-processes3 lectures • 17min

Customer Master & Business Partner Order-to-Cash Usage3 lectures • 21min

Course Wrap-up & Next Steps2 lectures • 3min

Bonus Section: Advanced Customer Master Topics4 lectures • 29min

Bonus Section: Customer Hierarchy Processing for Order-to-Cash9 lectures • 1hr 11min

Requirements

Description

Who this course is for: