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.

discover how to create an inquiry in SAP using VA11 or the logistics path, set the inquiry type and org data, enter header and line items.

Create a SAP quotation from an inquiry by using create with reference or standalone, copy data from the previous document, and complete missing fields like the quotation valid due date.

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.

Explore how picking, packing, and PGI drive delivery workflows in SAP SD, with staging areas, packing formats, inventory updates, and accounts after loading.

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.

Explore the significance and lifecycle of the material master, its key fields, and how multiple departments (sales, purchasing, quality, and finance) use it across transactions.

Explore material master grouping and categorization in SAP, including basic data and sales org material groups. Learn how product hierarchies enable drill-down reporting and how to configure them in SPRO.

Open the customer in VD02 and select the sales area to view or enter sales data. If a customer spans multiple sales areas, choose the appropriate one to maintain data.

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.

Learn how SAP SD uses requested delivery date, complete delivery and billing blocks, and delivery scheduling, with pricing date and incoterms to govern delivery and billing.

Explore enterprise structure in SAP by mapping a company's geographic units, sales organizations, manufacturing plants, warehouses, and product lines (capital equipment and consumables) to financial reporting.

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 SAP enterprise structure by defining plants as the top element for manufacturing and services, with storage locations, company codes, and sales orgs and distribution channels linked to plants.

demonstrates configuring enterprise structure in spro for sap sd, creating sales orgs, distribution channels, divisions, sales offices, sales groups, and linking plants, storage locations, shipping points, and optional warehouses.

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.

Explore how internal vs external number ranges affect order entry and how item number increment works. Learn about reference mandatory, division checks, and duplicate POs in document configuration.

Configure sales document types to auto pick the delivery type and enable rush orders. Understand delivery blocks, shipping conditions, lead time, and intercompany billing implications.

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.

Explore schedule line categories and how header and line item settings govern schedule lines, delivery dates, and confirmed quantities based on available stock.

Understand how movement type represents a change in value and links to the schedule line category to drive post goods issue, inventory, and cost of goods sold.

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.

Explore SAP SD billing types, including standard invoices (F2), pro forma invoices (F5/F8), and returns documents (G2, L2, RE). Understand how they relate to deliveries and postings in accounts.

Configure SAP billing document types in SPRO, reviewing number ranges, document category, posting blocks, and cancellations. Explore how invoice lists consolidate invoices and alter reference numbers for payments.

Analyze copy controls for SAP SD by detailing data flows between sales, delivery, and billing, from quotation to order and from delivery to billing, including cancellations and credits.

Learn to implement custom copy control routines for extra fields when converting a quotation to an order in sap sd, using vofm and linking with vta or tfl.