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Completing this course, students will have a strong understanding of managing customer data using the SAP customer master application.
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.
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Desktop, iOS and Android.
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
|Quiz 1||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
|Quiz 2||2 questions|
Check your understanding of CM Access & Organizational Levels
|Section 3: Detailed ECC Customer Master Walkthrough|
Customer Master Display: Section IntroductionPreview
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
|Section 4: ECC Customer Master Create|
Customer Master Create: IntroductionPreview
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
|Section 5: ECC Customer Master Change|
Customer Master Change: IntroductionPreview
Customer Master Change: General, Sales, & Company Code data
Tracking and displaying changes to customer masters
Customer Master Change: Change Account Group
Section 5: Quiz
|Section 6: Other Customer Master sub-processes|
Breif discusson on Customer Master Reporting
Section 6: Quiz
|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
|Quiz 7||4 questions|
Check your knowledge of the Customer Master usage in the order-to-cash process
|Section 8: Course Wrap-up & Next Steps|
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
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:
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!