Verity Solutions

SAP SD Training


SAP SD Training

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Class outline

Sales Overview

  • Introduction to Sales and Distribution Module
  • Business Scenarios in Sales and Distribution
  • SD documents (ex: Sales order, Delivery, Billing) and structure
  • SD Document Flow Overview


Enterprise overview and creation with cross module overview

Master Data: Materials, Info Records, Output, Pricing

  • Data origin in Sales documents
  • Material Master Data (Sales Views)
  • Product Hierarchy
  • Customer Material Information Records
  • Output Master Data and Analysis
  • Pricing Master Data and Analysis


Sales order creation and understand the business needs and information process and its relation

  • Sales order processing Make to Stock (MTS) Overview
  • Information process in sales view: Where and how the sales order is being processed
  • Understand and create Business partners and master data
  • Automatic information process in sales view: e.g. plants
  • Exploring business process in sales order: changes to sales order docs
  • Understand the sales process blocks


The behavior and control of sales docs with sales doc types

  • The business objectives and its importance
  • Function and process in controlling
  • Business process in sales and its functions
  • Phases in sales and its doc category types and how to control sales doc types
  • Sales Document types functions


Modifying the sales doc types with item category according to the business needs

  • Key Process in determining the item categories and its examples and its purpose
  • Item category functionality overview, and variation, and its outcome
  • Item Categories and item Category Determination
  • BOM : Bills of materials in sales doc and its purpose in sales process
  • How to create and process with different functionality and its rules


Sales document and item schedule control

  • The nature of the doc type and its categories: schedule line and its functionality
  • Exploring schedule line categories


Availability Check and Transfer of Requirements

  • Availability Check (ATP)
  • Transfer of Sales Requirements


The flow of screens in sales and data transformation from doc type to doc type

  • Understanding of doc flow and completion status of the doc process
  • Copying control in Sales docs and its usage


Document process in Incompletion

  • What are the impacts of incompletion rule and its behavior in sales docs
  • How to customizing the incompletion for a given sales doc
  • Controlling the Incompletion log
  • At what level it is used and how


Delivery Processing

  • Order Management- Creating deliveries
  • Shipping Point and Route Determination
  • Delivery Monitor
  • Picking, Posting Goods Issue



  • Forms of billing
    • Invoices based on deliveries and services
    • Special billing types such as credit and debit memos
  • Methods for creating billing documents
    • Collective processing of billing documents
    • Billing Due List
    • Invoice Split Analysis
    • Proforma Invoices
  • Revenue account determination
  • Billing payment terms (FI-AR)
  • Special features of the SD/FI-CO interface
  • Credit card Monitoring report


Special Business sales process and it’s transaction

  • Customer Complaint Processing
    • Returns
    • Credits Memos
    • Debit Memos
    • Invoice Corrections


Basic Functions in Sales and Distribution

  • Text Determination
  • Output Determination
  • Price Determination


Outline agreements and its overview

  • Understanding of outline agreements
  • Sales doc types for different outline agreements
  • How to schedule outline agreement
  • Quantity contract
  • Messages about open outline agreements
  • How the data is activated for contracts; and how to determine the dates for these kind of contract agreements
  • Creation of Material Determination Master Record
  • Procedure in condition technique listing and exclusion
  • Hands on material determination and product selection and material Listing and material Exclusion


Free goods and its sales process

  • Understanding business process and needs in free goods concept overview
  • Exploring free goods and customizing free goods
  • Hands on free goods process. Condition technique, free goods master data, free goods calculation rule


Day-4 (Configuration)

Enterprise Structure

  • Definition:
    • Sales & Distribution
      • Sales Org (Hint: copy from SO01)
      • Distribution Channel
      • Sales office
      • Sales Group
    • Logistics General
      • Plant
      • Division
    • Material Management
      • Storage Location
    • Logistics Execution
      • Shipping Point (Hint: copy from SP01)
      • Loading Point
  • Assignment
    • Sales & Distribution
      • Sales Org to Company code
      • Distribution Channel to Sales Org
      • Division to Sales Org
      • Setup Sales Area
      • Sales Office to Sales Area
      • Sales Group to Sales Office
      • Plant to Sales Org/Distribution Channel
      • Business Area Account Assignment
        • Define Rules By Sales Area
        • Assign Business Area To Plant And Division
      • Plant to company code
      • Shipping Point to Plant
  • Consistency Check
    • Check enterprise structure for Sales and Distribution


Sales and Distribution:

  • Master Data
    • Define Common Distribution Channels
    • Define Common Divisions
  • Sales
    • Sales Documents
      • Sales Document Header – Define Sales Document Types
      • Sales Document Item – Define Item Category & Assign Item Categories
      • Schedule Lines
    • Maintain Copy Control for Sales Documents
      • Copying Control: Sales Document to Sales Document
  • Billing
    • Define Billing Types
      • Define Billing Types
      • Maintain Copying Control For Billing Documents
  • Basic Functions
    • Pricing
      • Define and Assign Pricing Procedures
        • Define Condition Types
        • Define Access Sequences
        • Define Condition Tables
        • Define And Assign Pricing Procedures
    • Availability Check and Transfer of Requirements
      • Availability Check
        • Availability Check with ATP Logic or Against Planning
      • Transfer of Requirements
        • Determination of Requirement Types Using Transaction
        • Define Requirements Types
        • Define Requirements Classes
    • Partner Determination
      • Set Up Partner Determination
        • Set Up Partner Determination for Customer Master
        • Set Up Partner Determination for Sales Document Header
    • Text Control (Hint: for your reference only)
      • Define Text Types
        • Customer – Sales & Distribution
        • Sales Document (Header)
      • Define Access Sequences For Determining Texts
        • Customer – Sales & Distribution
        • Sales Document (Header)
      • Define and Assign Text Determination Procedures
    • Log of Incomplete Items
      • Define Incompleteness Procedures
      • Assign Incompleteness Procedures
        • Assign procedures to the sales document types
      • Define Status Groups
    • Credit Management/Risk Management
      • Credit Management
        • Define Credit Groups
        • Assign Sales Documents and Delivery Documents
        • Define Automatic Credit Control



  • Output Control
    • Output Determination
      • Output Determination Using the Condition Technique
        • Maintain Output Determination for Sales Documents
          • Maintain Output Types
          • Define Access Sequences
          • Define Condition Tables
          • Maintain Output Determination Procedure
          • Assign Output Determination Procedures
        • Maintain Output Determination for Billing Documents
          • Maintain Output Types
          • Define Access Sequences
          • Define Condition Tables
          • Maintain Output Determination Procedure
          • Assign Output Determination Procedures
  • Account Assignment/Costing
    • Revenue Account Determination : Assign G/L Accounts
  • Material Determination
    • Maintain Prerequisites for Material Determination
    • Assign Procedures To Sales Document Types
  • Listing / Exclusion
    • Maintain listing/exclusion types
    • Maintain access sequences for listing / exclusion
    • Procedures for maintaining listing/exclusion


Logistics – General:

  • Business Partner
    • Customers
      • Control – Define Account Groups and Field Selection for Customers
  • Material Master
    • Basic Settings
      • Material Types – Define Attributes of Material Types
    • Settings for Key Fields
      • Data Relevant to Sales and Distribution
        • Define Product Hierarchies – Maintenance: Prod. Hierarchy


Logistics Execution:

  • Shipping
    • Basic Shipping Functions
      • Shipping Point and Goods Receiving Point Determination – Assign Shipping Points
      • Routes
        • Define Routes – Define Routes and Stages
        • Route Determination – Maintain Route Determination
    • Deliveries
      • Define Delivery Types
      • Define Item Categories for Deliveries
      • Picking
        • Determine Picking Location – Define Storage Conditions

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Course Curriculum

Better management of sales transactions

Since the motive of a SAP Sales and Diibustrtion course certification is to take you through the process of Sales and Distribution, professionals will find it easier to track sales transactions. It is one of the most sub-modules of SAP products, which accounts for the Sales and Distribution organisational units of an enterprise.

Accurate recording of pre-sale and post-sale processes

Those with a SAP Sales and Distribution certification find it easier to manage information regarding Sales Orders, Pricing, Billing and Deliveries, all of which are important components of the Sales and Distribution unit. Such a candidate would also be more capable to handle other aspects of an SD unit such as Sales Enquiry, Quotation, Standard Order, Payments and Special SD Business Processes.

Better handling of Customer Master and Master Data operations

Thanks to their SAP SD certification, candidates can better handle Master Data operations such as Customer Master Data, Material Master Data, Condition Master Data, Shared Master Data, Customer/Material Information Record and Account Groups and Field section.

Proper tracking of sales data

The candidate will be acquainted with the basics of Sales and distribution such as Pricing Determination, Revenue Account Determination, Tax Determination, Route Determination, Batch Management and Credit Management among others. In addition to this, they will also learn about Inter-company business processing, third-party order processing, Bill of Material, back-order processing, rescheduling processing, batch management, individual processing and rebate processing among others.

Effective categorisation of different sales procedures and processes

A professional with an SAP Sales and Distribution certification will be able to classify various kinds of sales processes such as Master Data, Basic Functions in Sales and Distribution, Basic Business Processes, Sales Documents and their Processing in addition to SAP methodology and its integration with FICO, Product Planning and Material Management.

High-paying employment opportunities

As compared to those who do not have a SAP Sales and Distribution course certification, professionals who do will be given preference for the job position of a Top SAP SD training Functional Consultant. In some cases, a certification is mandatory along with various other qualifications that come with the SAP Sales and Distribution course itself.

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    Training FAQ

    SAP SD course refers to an important component of SAP ERP, a set of business processes involved in shipping, selling and billing. The course is beneficial for companies to engage better in customer services, sales, shipment and outbound logistics.

    The major topics covered in a SAP SD course include: Sales, Customer and Vendor Master Data, Billing, Delivery, Credit Management, Pricing and Shipment of Products and Services.

    A SAP SD training course enables organisations to track pre-sales, sales and post-sales transactions, and streamline orders, distribution process and customer information in an effective manner.

    The SAP SD course is open to professionals who work with billing, sales, shipment and sales. The candidate shall track customer business processes using SAP, integrate SD with Materials Management, QM, APO, etc. Also, they shall design analytical and operational reports for the client.