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
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Instructed by Devon Winters IT & Software / Other
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  • Lectures 48
  • Length 5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 10/2016 English

Course Description

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.

What are the requirements?

  • No specific 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

What am I going to get from this course?

  • 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
  • Become a leader on SAP ECC projects involving the customer master

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 who want a deeper understanding on customer master usage
  • Students looking to learn about SAP, Customer Master Usage, and Order-to-Cash processes

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction

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


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


What are some of the benefits that we should expect

2 questions

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 2: ECC Customer Master Access, Organization & Navigation
Customer Master Access: Overview, Menu & Transaction Access
Customer Master Access: Initial Screen Usage in Detail
2 questions

Check your understanding of CM Access & Organizational Levels

Section 3: Detailed ECC Customer Master Walkthrough
Customer Master Display: Section Introduction
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
Section 4: ECC Customer Master Create
Customer Master Create: Introduction
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
Section 5: ECC Customer Master Change
Customer Master Change: Introduction
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
Section 6: Other Customer Master sub-processes
Contact Persons
Sales Prospects
Breif discusson on Customer Master Reporting
Section 6: Quiz
1 question
Section 7: Customer Master & Business Partner Order-to-Cash Usage
Customer Master Usage: Sales Order review
Customer Master Usage: Delivery / Shipping Review
Customer Master Usage: Billing and Invoice Review
4 questions

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

Section 8: Course Wrap-up & Next Steps
Course Review
Next Steps, Feedback & Thank You.
Section 9: Bonus Section: Advanced Customer Master Topics

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 Screens

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

Customer Master: Data Browser Usage

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Instructor Biography

Devon Winters, 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!


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