Master the ins and outs of running sales and distribution in your SAP S/4HANA system. Follow step-by-step instructions, workflow diagrams, and system screenshots to complete your critical tasks and keep the sales pipeline moving. Learn how to create a quotation, change a sales document, cancel a delivery, and more. Your SAP S/4HANA sales manual is here!
- Get step-by-step instructions for your sales and distribution tasks.
- Run inquiry, quotation, sales, delivery, and billing processes in SAP S/4HANA.
- Streamline your operations with classic transactions and new applications.
Master the sales cycle in SAP S/4HANA! Begin by processing pre-sales inquiries and quotations. Then dive into sales order processing, delivery, and billing to complete the sale.
Sales Documents
Move beyond standard orders to rush orders, consignments, returns, and more. Get step-by-step instructions to create, change, and review sales documents for each order you process.
Sales Data
Learn to navigate each sales record, from the material number, quantity, and price to the incompletion log and printed output. Get troubleshooting tips for when something is amiss.
- Sales record navigation
- Inquiries
- Quotations
- Sales order management
- Delivery
- Billing
- Reversals
- Rebates and settlement
- Sales documents
- SAP GUI transactions
- SAP Fiori applications.
Introduction to Sales and Distribution with SAP S/4HANA
The SAP Ecosystem
- Origin Story
- Progression from SAP R/2 to SAP R/3 to SAP ERP to SAP S/4HANA
- On-Premise SAP S/4HANA and SAP S/4HANA Cloud
- User Interface
- Table Management
- Master Data Management
- Functional Sales Related Changes
- Presales
- Sales Documents
- Deliveries
- Billing
- Accounting
Configuration Tools in SAP S/4HANA
- SAP Activate Methodology
- SAP Model Company
- Customer Master
- Material Master
- Pricing
- Other Uses for the Condition Technique
- Service Business versus Hard Goods
Executing Transaction Codes with SAP GUI
- Updating Transaction Settings
- Transactional Basics
- Transaction Structures
- Running Report Transactions
- Setting Up SAP Fiori for Maximum Productivity
- SAP Fiori Apps for Sales and Distribution
- My Sales Overview
- Sales Order Fulfillment Issues
- Header Information
- Line-Item Information
Process Overview
Document Types
Create an Inquiry Document
- Header Data
- Line-Item Data
- Other Header and Line-Item Data
- Incompletion Log
- Printing Output
- Managing Sales Inquiries App
- Document Flow and Status Overview
- Create Subsequent Order
- Create with Reference
- Mass Change
- Manage Sales Inquiries App
Process Overview
Document Types
Create a Quotation Document
- Header Data
- Line-Item Data
- Other Header and Line-Item Data
- Printing Output
- Manage Sales Quotations App (FIORI)
- Document Flow and Status Overview
- Create Subsequent Order
- Create with Reference
- Mass Change
- Manage Sales Quotations App
Sales Orders
Process Overview
Document Types
- Standard Orders
- Rush Orders
- Cash Sales
- Consignment Sales
- Third-Party Sales
- Returns
- Debit and Credit Notes
- Outline Agreements
Hard Goods Processing
- Accounting Impacts
- Schedule Lines
- Availability Check
- Scheduling
- Plant
- Shipping Point Determination
- Route Determination
Create a Sales Order Document (SAP GUI)
- Header Data
- Line-Item Data on the Overview Screen
- Other Header and Line-Item Data
- Incompletion Log
- Printing Output
Change and Display a Sales Order Document (SAP GUI)
- Overview Tabs
- Header and Line-Item Tabs
- Document Flow and Status Overview
- Create Subsequent Document
- Create with Reference
- Mass Change
List of Sales Orders (SAP GUI)
Delivery
Process Overview
Document Types
Create a Delivery Document
- Creation of a Single Delivery Using Transaction VL01N
- Creation of a Single Delivery without Reference Using Transaction VL01NO
- Creating a Delivery from within a Sales Order
- Collective Processing
- SAP Fiori Apps
- Delivery Splits
- Picking
- Packing
- Post Goods Issue
- Printing Delivery Outputs
- Delivery Monitor
- Shipments
- Proof of Delivery
Process Overview
Document Types
Standard Invoices
- Header Data
- Billing Item Data
- Item Partners
- Conditions
- Item Texts
- PO Data
Billing Plans
Intercompany Billing
Creating a Billing Document
- Creating a Billing Document Using Transaction VF01
- Delivery-Related Billing
- Order-Related Billing
- Creating a Billing Document Using Transaction VF04
- Creation of Billing Documents in SAP Fiori
- Changing Billing Documents
- Printing Outputs
- Invoice Splits
- Invoice Lists
- Transfer to Accounting
Process Overview
Document Types
Create a Returns Order Document (SAP GUI)
- Level Of Completion; Document Flow
- Creating the Returns Order
- Header Data
- Line-Item Data on the Overview Screen
Create a Returns Delivery Document
Optional Goods Issue Reversal
Remove Billing Block
Create a Credit Invoice
Create Returns Order (SAP Fiori)
- Remove Billing Block
- Level of Completion: Document Flow
Create a Credit Invoice (SAP Fiori)
Reversal Matrix
Rebates and Settlement Management
Process Overview
Condition Contract Management
- Types of Condition Contracts
- Condition Contract Search
- Mass Processing
Account Determination for Accruals
Processing Settlements
- Settlement Calculation Processing
- Settlement Types in Condition Contracts
Process Overview
Documents in the Repair Process
Accounts Receivable
Process Overview
Document Types
Overview of Accounts Receivable for Sales and Distribution People
- Accounting Impact
- Clearing a Receivable in SAP S/4HANA
- Customer Line Item Display
- Cleared Documents
- Other Reporting
- Closing Periods
| About the Author
James Olcott is a seasoned SAP sales and distribution, materials management, and SAP BusinessObjects functional consultant with more than 20 years of experience. His roster of past clients includes Mitsubishi, AmerisourceBergen, Avid Technologies, Carpenter Technology, Pfizer, Lenovo, the Canadian Crown Corporation Société Assurance Automobile du Québec, and Heineken. He enjoys executing project tasks such as writing functional specifications and coaching onsite from locations as diverse as Melbourne, Australia, Johannesburg, South Africa, and his home in New York City. Jon Simmonds is an experienced IT architect who has specialized in SAP systems for the past 19 years. His background is in sales and distribution, but he has practical knowledge across a wide range of functions such as order-to-cash, materials management, procure-to-pay, SAP Fiori, ABAP programming, and EDI. His focus is on enabling innovation and cost savings through SAP S/4HANA. |
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