IC0630

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:

4 Reviews 4.0 of 5.0

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

4.2 Average Rating

6 Reviews

60 Students

2 Courses

Devon Winters

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.

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