Course description

Sales processes sit at the heart of the customer experience. From receiving an inquiry and creating a sales order to checking product availability, delivering goods, determining prices, generating invoices, and posting financial transactions, every stage needs to work together efficiently.

The Implementing Sales in SAP S/4HANA Cloud Private Edition learning journey is designed for consultants and professionals who want to build a practical understanding of how sales processes are configured, executed, and managed within SAP S/4HANA.

The journey begins with the fundamentals of SAP S/4HANA Sales and the Order-to-Cash process before progressing into more detailed configuration areas such as sales document types, item and schedule line categories, Business Partner and customer master data, outline agreements, incompletion procedures, output control, and text control.

Learners then move into critical operational areas including availability checking, delivery processing, billing, pricing, account determination, and integration with Financial Accounting and Embedded EWM. Dedicated practice systems reinforce several of these topics through hands-on exercises.

The final modules broaden the learner's implementation knowledge by introducing the RISE with SAP Methodology and the core activities involved in implementing SAP S/4HANA Cloud Private Edition.

By the end of the journey, participants will understand both the functional sales lifecycle and the configuration decisions required to support reliable, scalable sales operations. The original curriculum specifically emphasizes proficiency in sales processes, enterprise structures, Business Partner/customer data, availability checking, delivery, billing, and pricing.

Key Learning Outcomes

After completing Implementing Sales in SAP S/4HANA Cloud Private Edition, learners will be able to:

  • Execute and understand the complete SAP S/4HANA Sales lifecycle.
  • Understand the Order-to-Cash process from sales order through billing.
  • Configure fundamental Sales enterprise structures.
  • Manage Business Partner and customer master data.
  • Configure sales document types, item categories, and schedule line categories.
  • Understand ATP and Backorder Processing.
  • Configure outline agreements and contract-related sales scenarios.
  • Configure incompletion procedures, output control, and text control.
  • Understand delivery scheduling and delivery processing.
  • Integrate delivery processes with Embedded EWM.
  • Configure billing processes and account determination.
  • Understand Sales integration with Financial Accounting.
  • Configure pricing using SAP's condition technique.
  • Maintain condition records and work with pricing procedures.
  • Understand condition contract management.
  • Apply SAP implementation methodology concepts.
  • Understand the broader SAP S/4HANA Cloud Private Edition implementation lifecycle.

Who Should Attend?

This learning journey is particularly suitable for:

  • SAP S/4HANA Sales Consultants
  • SAP SD Consultants
  • SAP Application Consultants
  • Sales and Distribution Functional Consultants
  • SAP S/4HANA Implementation Consultants
  • Order-to-Cash Consultants
  • Sales Business Process Experts
  • SAP Functional Analysts
  • Solution Architects
  • SAP Support Consultants
  • ERP Sales Process Professionals
  • Professionals transitioning from SAP ECC SD to SAP S/4HANA
  • SAP implementation team members 

 

What will i learn?

  • SAP S/4HANA Sales
  • Order-to-Cash Processing
  • Sales Enterprise Structure
  • Business Partner & Customer Master Data
  • Sales Document Configuration
  • Item & Schedule Line Categories
  • Available-to-Promise (ATP)
  • Backorder Processing
  • Outline Agreements
  • Incompletion Procedures
  • Output & Text Control
  • Delivery Processing
  • Embedded EWM Integration
  • Billing Configuration
  • Account Determination
  • Pricing & Condition Technique
  • Condition Records
  • Condition Contract Management
  • SAP Fiori
  • SAP S/4HANA Implementation
  • Fit-to-Standard Workshops
  • Integration, Migration & Testing

Requirements

  • A basic understanding of sales and distribution business processes.
  • Familiarity with customer orders, deliveries, invoicing, and pricing concepts.
  • Basic knowledge of enterprise resource planning (ERP) systems.
  • General understanding of the Order-to-Cash process.
  • Basic familiarity with SAP navigation is helpful.
  • Previous SAP Sales or SAP SD experience is beneficial for the advanced configuration modules but not essential for beginning the journey.

Frequently asked question

The learning journey provides comprehensive coverage of SAP S/4HANA Sales, beginning with essential sales and Order-to-Cash processes and progressing into configuration, ATP, outline agreements, delivery, billing, pricing, and implementation topics. The original curriculum includes 16 modules and combines conceptual learning with several dedicated practice systems.

Yes. Module 3: Fundamental Customizing in SAP S/4HANA Sales covers Business Partner and customer master data, sales document types, item categories, schedule line categories, special functions, copying control, and partner determination. Later modules provide more specialized configuration for delivery, billing, pricing, output control, and text control.

Yes. Module 13: Configuring Pricing in SAP S/4HANA Sales covers the condition technique, pricing configuration, condition records, special pricing functions, condition types, and condition contract management. A dedicated practice system is also included.

Yes. Delivery processing covers delivery documents, organizational units, delivery controls, goods issue, and Embedded EWM integration. Billing covers billing documents, configuration, special billing types, data flow, document creation, account determination, and Financial Accounting integration.

Yes. The curriculum provides dedicated practice systems for several areas, including Outline Agreements, Incompletion Procedures, Text Control, and Pricing. These environments allow learners to complete exercises or experiment independently with SAP S/4HANA functionality.

Yes. The course is highly relevant for SAP SD/Sales consultants who want to build or update their knowledge for SAP S/4HANA Cloud Private Edition. It covers familiar Sales and Distribution concepts while placing them within the SAP S/4HANA environment.

Yes. The final portion of the learning journey covers the RISE with SAP Methodology and the implementation of SAP S/4HANA Cloud Private Edition, including system landscapes, Fit-to-Standard workshops, SAP Fiori, integrations, data migration, and testing.

  • Lesson 01
    Course Description

    This module provides the foundation for the complete learning journey by introducing the essential sales processes used within SAP S/4HANA.

    Learners will explore the basic Order-to-Cash process, understand the master data required throughout the sales cycle, and become familiar with presales activities, sales analytics, and monitoring capabilities.

    The module helps learners see how individual sales activities connect—from the first customer interaction through order processing and subsequent business operations. 

    Summary:

    What You Will Learn

    • Navigate fundamental SAP S/4HANA Sales processes.
    • Understand the basic Order-to-Cash lifecycle.
    • Identify important master data used throughout the sales cycle.
    • Work with presales documents.
    • Understand the relationship between sales documents and subsequent processes.
    • Use analytics and monitoring capabilities to gain visibility into sales activities.
  • Lesson 02
    Units Covered

    Unit 1: Getting Started in SAP S/4HANA Sales

    Build a foundation in SAP S/4HANA Sales and become familiar with the core concepts, terminology, organizational structures, and processes used to manage customer sales activities.

    Unit 2: Executing an Order-to-Cash Process in SAP S/4HANA Sales

    Follow the Order-to-Cash process from sales order creation through delivery, goods issue, billing, and related activities.

    Learners will understand how individual sales documents connect to create an integrated business process.

    Unit 3: Maintaining Master Data in SAP S/4HANA Sales

    Explore the master data required to execute sales processes efficiently, including customer, Business Partner, product, and sales-related information.

    Unit 4: Using Presales Documents in SAP S/4HANA Sales

    Understand how inquiries, quotations, and other presales activities can support customer engagement before a sales order is created.

    Unit 5: Utilizing Sales Analytics and Monitoring in SAP S/4HANA

    Learn how analytical and monitoring capabilities help sales teams review operational information, identify issues, and make more informed decisions.

  • Lesson 01
    Course Description

    Confirming whether products can be delivered when customers need them is an important part of reliable sales order processing.

    This module introduces Available-to-Promise (ATP) concepts and explains how SAP S/4HANA evaluates product availability during sales processing. Learners will also explore Backorder Processing (BOP) and understand how availability can be reassessed when demand or supply conditions change. 

  • Lesson 02
    Units Covered

    Unit 1: Introducing the Concept of an Available-to-Promise (ATP) Check

    Understand the purpose of ATP and how availability checking helps organizations make realistic delivery commitments to customers.

    Unit 2: Analyzing the Concept of an Available-to-Promise (ATP) Check

    Take a closer look at how SAP evaluates available quantities, requirements, and relevant supply information when determining whether requested products can be confirmed.

    Unit 3: Explaining the Concept of Backorder Processing (BOP)

    Explore how Backorder Processing helps organizations reassess existing confirmations and prioritize demand when product availability changes.

  • Lesson 01
    Course Description

    This module moves from using SAP S/4HANA Sales to understanding how the system is configured.

    Learners will explore essential configuration areas including enterprise structure, Business Partner and customer master data, sales document types, item categories, schedule line categories, special functions, copying control, and partner determination. 

  • Lesson 02
    Units Covered

    Unit 1: Getting Started with SAP S/4HANA Sales Configuration

    Understand the fundamental configuration concepts behind SAP S/4HANA Sales and how enterprise structures and customizing settings influence sales processes.

    Unit 2: Configuring Business Partner and Customer Master Data in SAP S/4HANA Sales

    Learn how Business Partner and customer information is configured to support sales transactions and customer relationships.

    Unit 3: Configuring Sales Document Types in SAP S/4HANA Sales

    Explore how sales document types control the behavior of sales transactions and help differentiate processes such as standard orders, returns, and other scenarios.

    Unit 4: Configuring Item Categories in SAP S/4HANA Sales

    Understand how item categories influence processing at item level, including pricing, delivery, billing, and other relevant functions.

    Unit 5: Configuring Schedule Line Categories in SAP S/4HANA Sales

    Learn how schedule line categories influence delivery scheduling, availability checking, requirements transfer, and goods movement.

    Unit 6: Configuring Special Functions in SAP S/4HANA Sales

    Explore additional sales configuration options that help support specialized business requirements and processing scenarios.

    Unit 7: Configuring the Copying Control for Sales Documents in SAP S/4HANA Sales

    Understand how copying control determines how information moves between related sales documents and subsequent process steps.

    Unit 8: Setting Up the Partner Functions and Partner Function Determination in SAP S/4HANA Sales

    Learn how partner functions define the roles different Business Partners play within a sales transaction and how those partners are determined automatically.

  • Lesson 01
    Course Description

    Long-term customer relationships often require agreements that go beyond individual sales orders.

    This module introduces outline agreements and explains how scheduling agreements, quantity contracts, and value contracts can support recurring or longer-term customer commitments

  • Lesson 02
    Units Covered

    Unit 1: Introduction

    Understand the role of outline agreements and how they differ from standard sales orders.

    Unit 2: Defining Scheduling Agreements and Quantity Contracts

    Explore how scheduling agreements and quantity contracts help manage recurring deliveries and agreed quantities over a defined period.

    Unit 3: Defining Value Contracts

    Learn how value contracts support agreements based on an overall monetary value rather than a fixed quantity.

  • Lesson 01
    Practical Exercise Overview

    This practice system gives learners an opportunity to apply the outline agreement concepts covered in Module 4.

    The environment is preconfigured with the required data, allowing participants to complete course exercises or independently experiment with scheduling agreements, quantity contracts, value contracts, and related SAP S/4HANA Sales functionality

  • Lesson 01
    Course Description

    Incomplete information in a sales document can lead to delays or errors later in the process.

    This module teaches learners how SAP S/4HANA identifies missing information through incompletion logs and how incompletion procedures can be configured to control whether documents can continue through subsequent sales activities. 

  • Lesson 02
    Units Covered

    Unit 1: Working with an Incompletion Log

    Learn how incompletion logs identify missing or required information and help users correct documents before they move further through the sales process.

    Unit 2: Configuring an Incompletion Procedure

    Understand how incompletion procedures are configured to define which fields are mandatory and what actions should be restricted when information is missing.

  • Lesson 01
    Hands-on Practice for Configuring Incompletion Procedures in SAP S/4HANA Sales

    This practical module allows learners to work directly with incompletion logs and configure incompletion procedures in a prepared SAP environment.

    The hands-on exercises reinforce how missing data can be identified and how document processing can be controlled based on completeness requirements. 

  • Lesson 01
    Course Description

    Sales processes often need to generate and distribute business documents such as confirmations and other customer communications.

    This module introduces SAP S/4HANA output control and explains how output determination, parameters, forms, and processing settings work together. 

  • Lesson 02
    Units Covered

    Unit 1: Introducing Output Control in SAP S/4HANA Sales

    Understand how output control supports the generation and distribution of business documents throughout sales processes.

    Unit 2: Customizing Output Control in SAP S/4HANA Sales

    Learn how output parameters, forms, determination rules, and processing settings can be configured according to business requirements.

  • Lesson 01
    Course Description

    Sales documents frequently contain additional information that must be entered manually or automatically determined from other business data.

    This module explains how text control works within SAP S/4HANA Sales, including text determination, text sources, manual entry, and special text-processing functionality. 

  • Lesson 02
    Units Covered

    Unit 1: Introducing Text Control in SAP S/4HANA Sales

    Understand why text is used in sales documents and how SAP can automatically determine relevant text from configured sources.

    Unit 2: Setting Up Text Control

    Learn how text types, access sequences, procedures, and related settings can be configured to meet business communication requirements.

  • Lesson 01
    Hands-on Practice for Setting up Text Control in SAP S/4HANA Sales

    Use a preconfigured practice environment to reinforce the concepts covered in the Text Control course.

    Learners can complete structured exercises or independently explore text determination and related functionality within SAP S/4HANA. 

  • Lesson 01
    Course Description

    Delivery processing connects sales order fulfillment with warehouse and logistics operations.

    This module teaches learners how delivery documents are created and controlled, how organizational units support delivery processing, how goods issue is posted, and how delivery processes can integrate with Embedded EWM. 

  • Lesson 02
    Units Covered

    Unit 1: Working with a Delivery Document

    Understand the structure and role of delivery documents and how they connect sales orders with physical product fulfillment.

    Unit 2: Maintaining Organizational Units for Delivery Processing

    Explore the organizational elements required to support delivery activities and understand how they influence logistics processing.

    Unit 3: Controlling Deliveries

    Learn about important delivery controls and configuration settings that determine how delivery documents behave.

    Unit 4: Posting a Goods Issue for a Delivery

    Understand how goods issue confirms that products have left the organization and how this activity updates inventory and subsequent business processes.

    Unit 5: Integrating Delivery Processing with Embedded EWM

    Explore how delivery processing can integrate with Embedded Extended Warehouse Management to support more sophisticated warehouse operations.

  • Lesson 01
    Course Description

    Billing transforms completed sales activities into financial transactions.

    This comprehensive module explores billing documents, organizational structures, billing configuration, special billing types, data flow, billing document creation, account determination, and integration between Sales and Financial Accounting. 

  • Lesson 02
    Units Covered

    Unit 1: Working with Billing Documents in Sales and Distribution Processes

    Understand the role of billing documents and how billing fits into the overall Order-to-Cash lifecycle.

    Unit 2: Configuring Organizational Units

    Learn how relevant organizational units are structured and assigned to support billing activities.

    Unit 3: Configuring the Billing Process

    Explore the configuration settings that control billing document creation and processing.

    Unit 4: Working with Special Billing Types

    Understand specialized billing scenarios that go beyond standard customer invoicing.

    Unit 5: Configuring the Data Flow

    Learn how information is transferred from preceding sales and delivery documents into billing documents.

    Unit 6: Creating Billing Documents

    Explore different approaches for creating billing documents efficiently.

    Unit 7: Exploring Additional Functionality in Billing

    Review additional capabilities that help organizations manage more complex billing requirements.

    Unit 8: Exploring Special Business Processes

    Understand how billing supports specialized sales scenarios and business requirements.

    Unit 9: Configuring Account Determination

    Learn how SAP determines the appropriate General Ledger accounts when billing transactions are posted.

    Unit 10: Describing the Interface Between Sales and Distribution and Financial Accounting

    Understand how billing connects Sales with Financial Accounting and how relevant financial postings are generated.

    Unit 11: Describing Additional Topics (Appendix)

    Explore supplementary billing concepts that extend the core topics covered throughout the module.

  • Lesson 01
    Course Description

    Pricing determines what customers pay and is one of the most important configuration areas within SAP S/4HANA Sales.

    This module explores the condition technique, pricing configuration, condition records, special functions, condition types, and condition contract management. 

  • Lesson 02
    Units Covered

    Unit 1: Using the Condition Technique in Pricing

    Understand the condition technique and how SAP uses structured rules to determine prices, discounts, surcharges, taxes, and other pricing elements.

    Unit 2: Configuring Pricing

    Learn how pricing procedures and related configuration components work together to calculate transaction values.

    Unit 3: Working with Condition Records

    Explore how condition records maintain business-specific pricing information and how those records are used during sales transactions.

    Unit 4: Identifying Special Functions

    Understand additional pricing capabilities used to support more advanced business requirements.

    Unit 5: Identifying Condition Types

    Explore different condition types and understand their role within pricing procedures.

    Unit 6: Getting to Know Condition Contract Management

    Learn how condition contracts can support agreements such as settlement and incentive-related business scenarios.

    Unit 7: Identifying Topics for the Appendix

    Review additional pricing topics that complement the core configuration concepts.

  • Lesson 01
    Hands-on Practice for Configuring Pricing in SAP S/4HANA Sales

    This practical environment enables learners to reinforce their pricing configuration knowledge through hands-on exercises.

    Participants can practice configuring pricing, maintaining condition records, working with pricing procedures, and exploring condition contract management. 

  • Lesson 01
    Course Description

    Successful SAP implementations require more than system configuration—they require a structured transformation methodology.

    This module introduces the RISE with SAP Methodology and explains how its phases, components, dashboard, and SAP Activate tools can support transformation projects from planning through implementation and adoption. 

  • Lesson 02
    Units Covered

    Unit 1: Understanding the RISE with SAP Methodology

    Understand the purpose of the methodology and how it provides structure for SAP transformation initiatives.

    Unit 2: Defining the Key Components of RISE with SAP Methodology

    Explore the major components, activities, tools, and responsibilities that support successful project delivery.

    Unit 3: Exploring the RISE with SAP Methodology Dashboard

    Become familiar with the methodology dashboard and understand how it can provide visibility into transformation activities and project progress.

  • Lesson 01
    Course Description

    The final module broadens the learner's knowledge from Sales configuration into the overall implementation lifecycle of SAP S/4HANA Cloud Private Edition.

    Participants will explore implementation teams, system landscapes, user authorization, Fit-to-Standard workshops, business process configuration, SAP Fiori, integrations, data migration, extensibility, and testing. 

  • Lesson 02
    Units Covered

    Unit 1: Introducing SAP S/4HANA Cloud Private Edition

    Understand the SAP S/4HANA Cloud Private Edition environment and its role within enterprise transformation.

    Unit 2: Building the Implementation Team

    Learn about the roles, responsibilities, and collaboration required to deliver a successful implementation.

    Unit 3: Defining System Landscapes

    Understand how system environments are structured to support development, testing, and production activities.

    Unit 4: Setting Up Systems for Implementation

    Explore the preparation and setup activities required before detailed implementation work begins.

    Unit 5: Creating Users and Defining Authorizations

    Learn how users, roles, and authorizations are established to provide controlled access to applications and business functionality.

    Unit 6: Gathering Data in Fit-to-Standard Workshops

    Understand how Fit-to-Standard workshops help teams review standard SAP processes, gather requirements, and identify necessary configuration decisions.

    Unit 7: Validating and Configuring Business Processes

    Learn how identified business requirements are translated into validated and configured SAP processes.

    Unit 8: Working with the SAP Fiori Launchpad

    Explore SAP Fiori Launchpad and understand how users access applications, tasks, and information.

    Unit 9: Customizing Applications

    Understand available approaches for adapting applications to specific business requirements.

    Unit 10: Setting Up Integrations

    Learn how SAP S/4HANA connects with other SAP and external applications to support end-to-end business processes.

    Unit 11: Migrating Data

    Understand the importance of preparing, validating, and migrating business data into the new SAP environment.

    Unit 12: Testing Configured Business Processes

    Learn why testing is essential and how configured processes are validated before production use.

Jittesh Purrohit

Lectures

28

Skill level

Beginner

Expiry period

Lifetime

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