SAP SD Training - in Plain English

Explore the SAP sales order cycle in a B2B scenario, using HP to Walmart as the example, focusing on the RFI (inquiry) creation, document handling, and response with prices.

Explore how a customer inquiry becomes a quotation and then a purchase order, leading to a sales order and an order confirmation.

Learn to create a sales order in SAP using VA01 or the menu path, select an order type, create with reference to a quotation, and navigate document flow.

Create a delivery from a sales order by selecting the order, scheduling the line, and performing picking and post goods issue to generate the delivery number.

Create a billing document (invoice) from a delivery in SAP, review the invoice number, tax, and net value, and recap the order-to-cash cycle from inquiry to billing.

Master data forms the core ERP data, including customer, material, and pricing masters used across SAP SD transactions. It defines header and line-item data, capturing customer, tax, and product details.

Understand master data versus transactional data, and learn customer master creation with its three views (general, sales, and finance) plus shipping conditions and delivery tolerances.

Configure the SAP SD customer master, covering invoice dates, invoice list dates, tax classification, recon accounts, and extend across sales areas and company codes with creation, field changes, customization.

Learn how to block a customer master in SAP SD using VD05, define and assign order, delivery, and billing blocks, test with sales areas, and understand archiving vs deletion.

Explore the structure of a SAP sales order—header, line items, and schedule lines—navigate headers and items, and understand key fields like order number and purchase order number, plus partner functions.

Discover how SAP uses company and company codes as legal entities within finance. Account transactions at the company code level inside the enterprise structure.

Explore how a sales org, distribution channel, and division combine to form a sales area within a company code, enabling geography-based policies and product groupings for pricing and reporting.

Sales offices organize sales areas, groups, and salespeople; the sales org, distribution channel, and division are mandatory, while sales offices and sales groups are optional.

Explore how common distribution channels and divisions use reference distribution channels to minimize master data, enabling a single set of customer, material, and condition records across multiple sales areas.

Clarify how enterprise structure enables reporting and day-to-day operations, with two main uses: operational and reporting, and show how company code governs transactions for internal and external reporting.

Document type defines a template for a category of business processes, such as sales, delivery, and invoicing, detailing how quotations, orders, deliveries, and invoices behave.

Learn how SAP SD uses internal and external number ranges to generate sales document numbers for the Hollywood quotation type, including configuring intervals and mappings.

Understand how item categories control billing, pricing, delivery, and BOM explosion in SAP SD, and master item category determination using sales document type, item category group, and higher level item.

Turn on availability checks at schedule line level and transfer requirements to MRP, showing how sales orders and historic sales drive inputs to generate requisitions and planned or production orders.