SAP Customer Master Usage for Order-to-Cash Processes
In this course you will gain a deep understanding of how an optimized customer master supports an optimized order-to-cash process and its related business processes. Learn how to access & navigate the many screens & fields in the SAP ECC Customer Master, understand where data comes from and how it's used in the order-to-cash process.
In this course you will learn:
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Course Goal
- Become an expert in navigating the customer master views
- Understand the tabs and fields used in SAP order-to-cash transactions
- Become proficient in reviewing and analyzing the Customer Master in preparation for project requirements
- Become confident in managing the SAP Customer Master
- Develop a strong understanding of the Customer Master integration in order-to-cash/other business processes
Audience
- Consultants
- End users
- Executives and Managers
- IT/Business analysts
- Project Managers
- Project team members
Lesson Plan
| Lesson | Description | Preview |
| Introduction to Customer Management for Order to Cash | ||
| 1 | Welcome to the Course | Preview |
| 2 | Customer Management Business Process Overview & Challenges | |
| 3 | Benefits of a well defined and optimized Customer Management process | |
| ECC Customer Master Access, Organization & Navigation | ||
| 4 | Customer Master Access: Overview, Menu & Transaction Access | |
| 5 | Customer Master Access: Initial Screen Usage in Detail | |
| Detailed ECC Customer Master Walkthrough | ||
| 6 | Customer Master Display: Section Introduction | |
| 7 | Customer Master General Data Overview & Address Data | |
| 8 | Customer Master Display: General Data - Control Tab | |
| 9 | Customer Master Display: General Data - Payment Tab | |
| 10 | Customer Master Display: General Data - Marketing Tab | |
| 11 | Customer Master Display: Unloading Points & Foreign Trade Data | |
| 12 | Customer Master Display: General Data Contact Persons | |
| 13 | Customer Master Display: Sales Data - Sales View | |
| 14 | Customer Master Display: Sales Data - Shipping View | |
| 15 | Customer Master Display: Sales Data - Billing View | |
| 16 | Customer Master Display: Sales Data - Partner Functions | |
| 17 | Customer Master Display: Company Code Data - Account Management | |
| 18 | Customer Master Display: Company Code Data - Payment Transactions | |
| 19 | Customer Master Display: Company Code Data - Correspondence | |
| 20 | Customer Master Display: Menus & Other | |
| 21 | Customer Master: Additional Views - Company Code Insurance | |
| ECC Customer Master Create | ||
| 22 | Customer Master Create: Introduction | |
| 23 | Customer Master Create: Access & Navigation | |
| 24 | Customer Master Create: General Data Part 1 of 2 | |
| 25 | Customer Master Create: General Data Part 2 of 2 | |
| 26 | Customer Master Create: Company Code Data | |
| 27 | Customer Master Create: Sales Views | |
| 28 | Create Customer: Ship-to Partner (goods recipient) | |
| 29 | Customer Master Create: Payer Account (Alternate Payer) | |
| 30 | Customer Master Create: Bill-to (Alternate Bill-to) | |
| 31 | Create Customer: Sales Partner Account Group | |
| 32 | Customer Create: With Reference | |
| ECC Customer Master Change | ||
| 33 | Customer Master Change: Introduction | |
| 34 | Customer Master Change: General, CoCode & Sales | |
| 35 | Customer Master: Track Customer Changes | |
| 36 | Customer Master: Change Account Group | |
| Other Customer Master Functions: Contacts, Prospects & Reporting | ||
| 37 | Customer Master: Contacts | |
| 38 | Customer Master: Sales Prospects | |
| 39 | Customer Master: Reporting | |
| Customer Master & Business Partner Usage for Order-to-Cash | ||
| 40 | Customer Master: Sales Order Usage | |
| 41 | Customer Master: Delivery (Shipping) Integration | |
| 42 | Customer Master: Invoice (Billing) Integration | |
| Course Wrap Up & Next Steps | ||
| 43 | Customer Master: Wrap-up & Review | |
| 44 | Customer Master: Next Steps | |
| Bonus Section 1: Advanced Customer Master Technical Topics | ||
| 45 | Customer Master: Data Model | |
| 46 | Customer Master: Finding Field Tech Names | |
| 47 | Customer Master: Data Dictionary Implementation | |
| 48 | Customer Master: Data Browser | |
| Bonus Section 2: Customer Hierarchy Usage for Order-to-Cash | ||
| 49 | Customer Hierarchy Introduction | |
| 50 | Customer Hierarchy Access & Navigation | |
| 51 | Customer Hierarchy Detailed Walkthrough | |
| 52 | Customer Hierarchy: Create Hierarchy | |
| 53 | Customer Hierarchy: Change Hierarchy | |
| 54 | Customer Hierarchy Node Management | |
| 55 | Customer Hierarchy Table Review | |
| 56 | Customer Hierarchy Order to Cash Usage | |
| 57 | Customer Hierarchy Wrap-Up & Review | |
Instructor
14 Reviews
86 Students
2 Courses
SAP SD OTC Consultant & fan
Southlake, Texas, US
Consultant with 20+ years of SAP software experience, helping organizations optimize and enhance their O2C/OTC (order-to-cash) processes. This includes all SAP-SD functions, as well as MM/FICO/PP, CRM, APO-gATP, AFS, IS-Retail, Warehouse, Transportation, eComm & Blockchain integration. Industry experience in Consumer Products, Pharmaceutical, High-Tech, Bio-Chemical, Automotive, Oil and Gas, Food Processing, Textiles, HVAC, Steel, Financial, Software Development, and Media. Significant time spent in designing solutions, business process improvement, SAP configuration, testing, training, and pre-sales.
More Courses by Devon Winters:
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| Language: | English |
| Level: | Beginner |
| Duration: | 6.0 hours |
| Type: | Instructor-led |
| Delivery: | Online, instructor-led |
| Release: |
ECC 6.0 |
| Category: | SAP Logistics |
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