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.
After completing Implementing Sales in SAP S/4HANA Cloud Private
Edition, learners will be able to:
This learning journey is
particularly suitable for:
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.
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.
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.
Explore the master data
required to execute sales processes efficiently, including customer, Business
Partner, product, and sales-related information.
Understand how inquiries,
quotations, and other presales activities can support customer engagement
before a sales order is created.
Learn how analytical and
monitoring capabilities help sales teams review operational information,
identify issues, and make more informed decisions.
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.
Understand the purpose of ATP
and how availability checking helps organizations make realistic delivery
commitments to customers.
Take a closer look at how SAP
evaluates available quantities, requirements, and relevant supply information
when determining whether requested products can be confirmed.
Explore how Backorder
Processing helps organizations reassess existing confirmations and prioritize
demand when product availability changes.
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.
Understand the fundamental
configuration concepts behind SAP S/4HANA Sales and how enterprise structures
and customizing settings influence sales processes.
Learn how Business Partner
and customer information is configured to support sales transactions and
customer relationships.
Explore how sales document
types control the behavior of sales transactions and help differentiate
processes such as standard orders, returns, and other scenarios.
Understand how item
categories influence processing at item level, including pricing, delivery,
billing, and other relevant functions.
Learn how schedule line
categories influence delivery scheduling, availability checking, requirements
transfer, and goods movement.
Explore additional sales
configuration options that help support specialized business requirements and
processing scenarios.
Understand how copying
control determines how information moves between related sales documents and
subsequent process steps.
Learn how partner functions
define the roles different Business Partners play within a sales transaction
and how those partners are determined automatically.
This module introduces outline agreements and explains how scheduling agreements, quantity contracts, and value contracts can support recurring or longer-term customer commitments
Understand the role of
outline agreements and how they differ from standard sales orders.
Explore how scheduling
agreements and quantity contracts help manage recurring deliveries and agreed
quantities over a defined period.
Learn how value contracts
support agreements based on an overall monetary value rather than a fixed
quantity.
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
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.
Learn how incompletion logs
identify missing or required information and help users correct documents
before they move further through the sales process.
Understand how incompletion
procedures are configured to define which fields are mandatory and what actions
should be restricted when information is missing.
The hands-on exercises
reinforce how missing data can be identified and how document processing can be
controlled based on completeness requirements.
This module introduces SAP
S/4HANA output control and explains how output determination, parameters,
forms, and processing settings work together.
Understand how output
control supports the generation and distribution of business documents
throughout sales processes.
Learn how output
parameters, forms, determination rules, and processing settings can be
configured according to business requirements.
This module explains how
text control works within SAP S/4HANA Sales, including text determination, text
sources, manual entry, and special text-processing functionality.
Understand why text is used
in sales documents and how SAP can automatically determine relevant text from
configured sources.
Learn how text types,
access sequences, procedures, and related settings can be configured to meet
business communication requirements.
Learners can complete
structured exercises or independently explore text determination and related
functionality within SAP S/4HANA.
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.
Understand the structure
and role of delivery documents and how they connect sales orders with physical
product fulfillment.
Explore the organizational
elements required to support delivery activities and understand how they
influence logistics processing.
Learn about important
delivery controls and configuration settings that determine how delivery
documents behave.
Understand how goods issue
confirms that products have left the organization and how this activity updates
inventory and subsequent business processes.
Explore how delivery
processing can integrate with Embedded Extended Warehouse Management to support
more sophisticated warehouse operations.
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.
Understand the role of
billing documents and how billing fits into the overall Order-to-Cash
lifecycle.
Learn how relevant
organizational units are structured and assigned to support billing activities.
Explore the configuration
settings that control billing document creation and processing.
Understand specialized
billing scenarios that go beyond standard customer invoicing.
Learn how information is
transferred from preceding sales and delivery documents into billing documents.
Explore different
approaches for creating billing documents efficiently.
Review additional
capabilities that help organizations manage more complex billing requirements.
Understand how billing
supports specialized sales scenarios and business requirements.
Learn how SAP determines
the appropriate General Ledger accounts when billing transactions are posted.
Understand how billing
connects Sales with Financial Accounting and how relevant financial postings
are generated.
Explore supplementary
billing concepts that extend the core topics covered throughout the module.
This module explores the
condition technique, pricing configuration, condition records, special
functions, condition types, and condition contract management.
Understand the condition
technique and how SAP uses structured rules to determine prices, discounts,
surcharges, taxes, and other pricing elements.
Learn how pricing
procedures and related configuration components work together to calculate
transaction values.
Explore how condition
records maintain business-specific pricing information and how those records
are used during sales transactions.
Understand additional
pricing capabilities used to support more advanced business requirements.
Explore different condition
types and understand their role within pricing procedures.
Learn how condition
contracts can support agreements such as settlement and incentive-related
business scenarios.
Review additional pricing topics that complement the core configuration concepts.
Participants can practice
configuring pricing, maintaining condition records, working with pricing
procedures, and exploring condition contract management.
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.
Understand the purpose of
the methodology and how it provides structure for SAP transformation
initiatives.
Explore the major
components, activities, tools, and responsibilities that support successful
project delivery.
Become familiar with the
methodology dashboard and understand how it can provide visibility into
transformation activities and project progress.
Participants will explore
implementation teams, system landscapes, user authorization, Fit-to-Standard
workshops, business process configuration, SAP Fiori, integrations, data
migration, extensibility, and testing.
Understand the SAP S/4HANA
Cloud Private Edition environment and its role within enterprise
transformation.
Learn about the roles,
responsibilities, and collaboration required to deliver a successful
implementation.
Understand how system
environments are structured to support development, testing, and production
activities.
Explore the preparation and
setup activities required before detailed implementation work begins.
Learn how users, roles, and
authorizations are established to provide controlled access to applications and
business functionality.
Understand how
Fit-to-Standard workshops help teams review standard SAP processes, gather
requirements, and identify necessary configuration decisions.
Learn how identified
business requirements are translated into validated and configured SAP
processes.
Explore SAP Fiori Launchpad
and understand how users access applications, tasks, and information.
Understand available approaches
for adapting applications to specific business requirements.
Learn how SAP S/4HANA
connects with other SAP and external applications to support end-to-end
business processes.
Understand the importance
of preparing, validating, and migrating business data into the new SAP
environment.
Learn why testing is
essential and how configured processes are validated before production use.