SAP Customer Master Usage for Order-to-Cash Processes
3.5 (3 ratings)
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SAP Customer Master Usage for Order-to-Cash Processes

Master customer management processes using the SAP customer master as the foundation for the order-to-cash process
3.5 (3 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
31 students enrolled
Created by Devon Winters
Last updated 1/2017
Current price: $12 Original price: $30 Discount: 60% off
4 days left at this price!
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  • 6.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion

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What Will I 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
View Curriculum
  • 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

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,
  • Business partner setup and usage,
  • Reporting & Many other related topics

Students will also gain good skills at mapping customer data, implementing a customer management business, process, and designing an accurate and efficient customer to order-to-cash integration.

Who is the target audience?
  • 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
Compare to Other SAP Courses
Curriculum For This Course
57 Lectures
3 Lectures 20:32

Welcome to the course. Why this course is important.  How it will help you.  What you'll cover. A little about me.

Preview 06:51

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

Preview 11:51

What are some of the benefits that we should expect

Results from a well defined and optimized Customer Management process

Check your knowledge of the Order-to-Cash process and how Customer Management and having a great Customer Master fits in to the process

Section 1: Quiz
2 questions
ECC Customer Master Access, Organization & Navigation
2 Lectures 23:15
Customer Master Access: Overview, Menu & Transaction Access

Customer Master Access: Initial Screen Usage in Detail

Check your understanding of CM Access & Organizational Levels

Section 2: Quiz
2 questions
Detailed ECC Customer Master Walkthrough
16 Lectures 01:39:20

Customer Master General Data Overview & Address Data

Customer Master Display: General Data - Control Tab

Customer Master Display: General Data - Payment Tab

Customer Master Display: General Data - Marketing Tab

Customer Master Display: Unloading Points & Foreign Trade Data

Customer Master Display: General Data Contact Persons

Customer Master Display: Sales Data - Sales View

Customer Master Display: Sales Data - Shipping View

Customer Master Display: Sales Data - Partner Functions

Customer Master Display: Company Code Data - Account Management

Customer Master Display: Company Code Data - Payment Transactions

Customer Master Display: Company Code Data - Correspondence

Customer Master Display: Sales Data - Billing View

Customer Master Display: Menus & Other

Customer Master Display: Company Code Data - Insurance

Section 3: Quiz
3 questions
ECC Customer Master Create
11 Lectures 59:48

Customer Master Create: Account Group Overview

Create Customer Part 1: General Data

Customer Master Create: General Data Part 2

Customer Master Create: Company Code Data

Create Customer: Sales Area Data

Create Customer: Goods Recipient or Ship-to Partner

Create Customer: Payer Account Group

Create Customer: Bill-to Account Group

Create Customer: Sales Partner Account Group

Create Customer: Create with Reference Method

Section 4: Quiz
4 questions
ECC Customer Master Change
4 Lectures 31:26

Customer Master Change: General, Sales, & Company Code data

Tracking and displaying changes to customer masters

Customer Master Change: Change Account Group

Section 5: Quiz
3 questions
Other Customer Master sub-processes
3 Lectures 17:08
Contact Persons

Sales Prospects

Breif discusson on Customer Master Reporting

Section 6: Quiz
1 question
Customer Master & Business Partner Order-to-Cash Usage
3 Lectures 21:23
Customer Master Usage: Sales Order review

Customer Master Usage: Delivery / Shipping Review

Customer Master Usage: Billing and Invoice Review

Check your knowledge of the Customer Master usage in the order-to-cash process

Section 7: Quiz
4 questions
Course Wrap-up & Next Steps
2 Lectures 03:22
Course Review

Next Steps, Feedback & Thank You.
Bonus Section: Advanced Customer Master Topics
4 Lectures 29:28

Overview of the Customer Master Data Model including SD11, related tables, and some tricks for seeing even more

Customer Master Data Model

Customer Master: Finding Table-Fields from Application Screens

Take a look at extracting data from customer master tables to provide data for advanced analysis

Customer Master: Extended Table/Field Review & Data Browser Usage

Customer Master: Data Browser Usage
Bonus Section: Customer Hierarchy Processing for Order-to-Cash
9 Lectures 01:11:05

This lecture will introduce the topic of the Customer Hierarchy, and includes how it relates to the Customer Master, & why it's important

Introduction to the SAP Customer Hierarchy

In this lecture students will get familiar with accessing the Customer Hierarchy and navigating the structure

SAP Customer Hierarchy: Access & Navigation

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: Display in Detail

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: Create one from scratch using what we've learned

In this lecture students will become familiar with making changes to an existing Customer Hierarchy

SAP Customer Hierarchy: Edit mode for Changes

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: Node Account Group

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: Deeper look at the technical components

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: Order-to-Cash Usage

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.

SAP Customer Hierarchy: Review & Wrapup
About the Instructor
Devon Winters
3.6 Average rating
36 Reviews
310 Students
4 Courses
Platinum level SD OTC/O2C consultant

Over 18 years of experience implementing SAP software solutions in the Order-to-Cash (OTC/O2C) area.

Devon currently resides in the Dallas-Fort Worth, TX area and works for ERPROVEN, a company providing SAP software solution support.

His relevant experience includes:

  • Project experience designing and customizing solutions for customers through all project phases, for clients across North and South America, EMEA, and APAC regions,
  • My experience with SAP modules includes SD, MM, PP, & FI, from versions 2.2 all the through the current version on 6.0
  • Additional SAP experience with CRM & APO,
  • Industry solution experience with AFS, IS-Retail,
  • My background is primarily Functional Consulting, although I've done a little, Technical work as well and I enjoy debugging and troubleshooting solution issues.
  • My training experience includes 1-on-1 Business User & IT Training, providing hands on workshops, supporting pre-sales & post-sales, providing webinars, and classroom training as well.
  • I've worked in a diverse set of industries, including: Consumer Products, Retail, Pharma, High-Tech, Manufacturing, and Textiles.

As a consultant, I can also say that this work is really all about helping people solve their issues and achieve success implementing new ideas. I'm passionate about SAP software and very much looking forward to helping as many people as I can learn about SAP.

All the best!