Got it 👍 You want the SAP SD (Sales and Distribution) Roadmap — meaning the

learning/implementation path you should follow step by step. I’ll break it down in a clear
sequence that a fresher can easily understand.

📌 SAP SD Roadmap (Step-by-Step)

1. Basics & Foundation

 Learn SAP navigation (how to log in, screens, transactions).
 Understand SAP ECC vs S/4 HANA differences.
 Learn Organizational Structure in SD:
o Sales Organization

o Distribution Channel

o Division

o Sales Area

o Plant, Shipping Point, Storage Location

2. Master Data
 Customer Master (general, company code, sales area views).
 Material Master (sales-related views).
 Customer-Material Info Record.
 Condition Master (pricing records).
 Output Master Data (like invoices, delivery notes).

3. Sales Process (OTC Cycle)

 Inquiry → Quotation → Sales Order → Delivery → Billing → Payment
 Understand document flow and integration with MM & FI.
 Learn about copy controls between documents.
4. Pricing Procedure
 Condition Technique.
 Pricing procedure determination.
 Condition types (PR00, K004, discounts, taxes).
 Access sequence, condition tables.

5. Shipping & Delivery

 Delivery document creation.
 Picking & Packing.
 Route determination.
 Post Goods Issue (PGI).

6. Billing & Invoicing

 Billing types (F2, pro forma, credit/debit memo).
 Billing to Accounting integration.
 Special billing scenarios (down payments, milestone billing).

7. Special Business Processes

 Third-party sales.
 Consignment process.
 Inter-company sales.
 Returns process.
 Credit management.

8. Cross-Module Integration
 SD ↔ MM (availability check, goods movement).
 SD ↔ FI (revenue posting, account determination).
  SD ↔ PP (ATP check, scheduling).

9. Configuration (SPRO)
 Enterprise structure setup (Sales org, Distribution channel).
 Partner determination procedure.
 Pricing procedure configuration.
 Output determination.

10. Advanced Topics (S/4 HANA)

 Business Partner concept (replacing customer/vendor master).
 Fiori Apps for SD.
 Simplifications in S/4 HANA (credit mgmt, rebates, ATP).
 Embedded analytics for SD.

📍 Step 1: SAP SD Enterprise Structure

🔹 What is it?

The enterprise structure in SAP SD is the backbone. It defines how a company is represented
in SAP (like a map of the business).
🔹 Main Elements in SD:

1. Sales Organization – Responsible for selling products/services.

2. Distribution Channel – Path through which products reach customers (e.g., Wholesale,
Retail, Online).
3. Division – Groups of products (e.g., Electronics, Furniture).
4. Sales Area = Sales Org + Distribution Channel + Division.
5. Plant – Place where goods are stored/produced.
6. Shipping Point – Location from which deliveries are shipped.
7. Storage Location – Subdivision of a plant where stock is physically kept.
🔹 Configuration Steps (SPRO Path)

1. Define Sales Organization

o SPRO → Enterprise Structure → Definition → Sales and Distribution → Define
Sales Organization
o T-code: OVX5

2. Define Distribution Channel

o SPRO → Enterprise Structure → Definition → Sales and Distribution → Define
Distribution Channel
o T-code: OVXK

3. Define Division
o SPRO → Enterprise Structure → Definition → Sales and Distribution → Define
Division
o T-code: OVXA

4. Assign Distribution Channel to Sales Org

o SPRO → Enterprise Structure → Assignment → Sales and Distribution → Assign
Distribution Channel to Sales Organization
o T-code: OVXK

5. Assign Division to Sales Org

o SPRO → Enterprise Structure → Assignment → Sales and Distribution → Assign
Division to Sales Organization
o T-code: OVXA

6. Define Plant
o SPRO → Enterprise Structure → Definition → Logistics – General → Define
Plant
o T-code: OX10

7. Assign Plant to Sales Org & Distribution Channel

o SPRO → Enterprise Structure → Assignment → Sales and Distribution → Assign
Plant to Sales Org & Distribution Channel
 o T-code: OVX6

8. Define Shipping Point

o SPRO → Enterprise Structure → Definition → Logistics Execution → Define
Shipping Point
o T-code: OVXD

9. Assign Shipping Point to Plant

o SPRO → Enterprise Structure → Assignment → Logistics Execution → Assign
Shipping Point to Plant
o T-code: OVXC

10. Define Storage Location

o SPRO → Enterprise Structure → Definition → Materials Management → Define
Storage Location
o T-code: OX09

🔹 Important T-Codes (Enterprise Structure)

 OVX5 – Sales Org

 OVXK – Distribution Channel
 OVXA – Division
 OVX6 – Assign Plant to Sales Org/Dist. Channel
 OVXD – Shipping Point
 OVXC – Assign Shipping Point
 OX10 – Plant
 OX09 – Storage Location

📍 Step 2: Master Data

🔹 What is Master Data in SD?

Master data means permanent data stored in SAP that is used repeatedly in sales processes.
Without master data, we cannot create sales orders, deliveries, or invoices.
🔹 Types of Master Data in SD:

1. Customer Master
o Information about customers (name, address, payment terms, sales area data).

o Divided into:

 General Data (common for all company codes)

 Company Code Data (FI related: reconciliation account, payment terms)
 Sales Area Data (SD related: shipping conditions, pricing, partners).
2. Material Master
o Information about products/services.

o Views relevant for SD: Sales Org 1, Sales Org 2, Sales: General/Plant, Sales Text.

3. Customer-Material Info Record (CMIR)

o Link between customer and material (e.g., customer-specific material description,
delivery plant).
4. Condition Master (Pricing Master)
o Data for pricing (e.g., discounts, surcharges, taxes, freight).

🔹 Configuration Steps

1. Customer Master
 Define Account Groups (control number ranges, screens, fields).
o Path: SPRO → Financial Accounting → Accounts Receivable and Accounts
Payable → Customer Accounts → Master Data → Preparations → Define
Account Groups with Screen Layout
o T-code: OBD2

 Assign Number Ranges to Customer Account Groups

o T-code: XDN1

2. Material Master
 Define Material Types (controls material behavior).
 o Path: SPRO → Logistics General → Material Master → Basic Settings →
Material Types → Define Material Types
o T-code: OMS2

 Define Industry Sector (decides views).

3. Condition Master (Pricing)

 Define Condition Tables
o T-code: V/03

 Define Access Sequence

o T-code: V/07

 Define Condition Types (PR00 – price, K004 – discount, MWST – tax)

o T-code: V/06

 Define Pricing Procedure

o T-code: V/08

🔹 T-Codes for Master Data Creation

 XD01 / XD02 / XD03 → Create / Change / Display Customer (Central)

 FD01 / FD02 / FD03 → Create / Change / Display Customer (FI)
 VD01 / VD02 / VD03 → Create / Change / Display Customer (Sales)
 MM01 / MM02 / MM03 → Create / Change / Display Material
 VD51 / VD52 / VD53 → Customer-Material Info Record
 VK11 / VK12 / VK13 → Create / Change / Display Condition Records (Pricing)

✅ Summary:

 Customer Master = Who buys?

 Material Master = What is sold?
 Condition Master = At what price?
  Together, they are used in Sales Order Processing.
📍 Step 3: Sales Process (Order-to-Cash Cycle)

The Sales Process (OTC Cycle) is the heart of SAP SD. It covers the entire business flow from
receiving an inquiry to receiving payment.

🔹 Standard Sales Cycle

1. Inquiry → Customer asks about product.

2. Quotation → You send an offer to customer.
3. Sales Order → Customer confirms the purchase.
4. Delivery → Goods are prepared, picked, packed.
5. Post Goods Issue (PGI) → Stock is reduced, accounting updated.
6. Billing / Invoice → Customer is billed.
7. Payment → Customer pays, cleared in FI.

🔹 Configuration Steps

1. Sales Documents
 Define Sales Document Types (Inquiry, Quotation, Order).
o Path: SPRO → Sales and Distribution → Sales → Sales Documents → Sales
Document Header → Define Sales Document Types
o T-code: VOV8

2. Item Categories
 Define Item Categories (Standard, Free Goods, Text items).
o Path: SPRO → Sales and Distribution → Sales → Sales Documents → Sales
Document Item → Define Item Categories
o T-code: VOV7

3. Schedule Line Categories

 Define delivery-related settings (whether stock check, delivery relevance).
 o Path: SPRO → Sales and Distribution → Sales → Sales Documents → Schedule
Lines → Define Schedule Line Categories
o T-code: VOV6

4. Copy Controls
 Control how data flows between Inquiry → Quotation → Sales Order → Delivery →
Billing.
o Path: SPRO → Sales and Distribution → Sales → Sales Documents → Sales
Document Header → Copying Control
o T-codes: VTAA (Sales → Sales), VTLA (Sales → Delivery), VTFA (Sales →
Billing)

🔹 Important T-Codes (Sales Documents)

 VA11 / VA12 / VA13 → Inquiry (Create/Change/Display)

 VA21 / VA22 / VA23 → Quotation
 VA01 / VA02 / VA03 → Sales Order
 VL01N / VL02N / VL03N → Delivery
 VF01 / VF02 / VF03 → Billing
 F-28 → Incoming Payment (in FI)

✅ Summary:

 Inquiry & Quotation are optional.

 Sales Order → Delivery → Billing → Payment are mandatory in standard OTC.
 Config is done mainly in Sales Doc Types (VOV8), Item Category (VOV7), Schedule
Line (VOV6), and Copy Controls (VTAA/VTLA/VTFA).

📍 Step 4: Pricing Procedure

🔹 What is Pricing in SD?

Pricing determines how the system calculates the final price of a product or service in a sales
order (base price, discounts, surcharges, taxes, freight, etc.).
Example:
Base Price (PR00) = 1000
Discount (K004) = -100
Tax (MWST) = +180
👉 Net Price = 1080

🔹 Pricing Procedure Concept

Pricing in SAP SD works through the Condition Technique:

1. Condition Tables – Where system looks for pricing data (fields like Customer, Material,
Sales Org).
2. Access Sequence – Search strategy to find the right condition record.
3. Condition Types – Individual elements of pricing (PR00 = Price, K004 = Discount,
MWST = Tax).
4. Pricing Procedure – Set of condition types arranged in sequence.
5. Pricing Procedure Determination – Decides which procedure applies (depends on Sales
Org, Distribution Channel, Division, Customer, Document Pricing Procedure).

🔹 Configuration Steps

Step 1: Define Condition Tables

 Path: SPRO → Sales and Distribution → Basic Functions → Pricing → Pricing Control
→ Define Condition Tables
 T-code: V/03
Step 2: Define Access Sequence
 Path: SPRO → Sales and Distribution → Basic Functions → Pricing → Pricing Control
→ Define Access Sequences
 T-code: V/07
Step 3: Define Condition Types
 Path: SPRO → Sales and Distribution → Basic Functions → Pricing → Pricing Control
→ Define Condition Types
 T-code: V/06
  Examples:
o PR00 → Price

o K004 → Material Discount

o MWST → Tax

o KF00 → Freight

Step 4: Define Pricing Procedure

 Path: SPRO → Sales and Distribution → Basic Functions → Pricing → Pricing Control
→ Define Pricing Procedures
 T-code: V/08
 Example Procedure: RVAA01 (Standard)
Step 5: Assign Pricing Procedure Determination
 Path: SPRO → Sales and Distribution → Basic Functions → Pricing → Pricing Control
→ Define and Assign Pricing Procedure Determination
 T-code: OVKK
 Determination depends on:
o Sales Area (Sales Org + Distr. Channel + Division)

o Customer Pricing Procedure (from Customer Master → Sales Area Data →

Billing)
o Document Pricing Procedure (from Sales Doc Type)

🔹 T-Codes for Pricing

 VK11 / VK12 / VK13 → Create / Change / Display Condition Records

 V/03 → Condition Tables
 V/07 → Access Sequence
 V/06 → Condition Types
 V/08 → Pricing Procedure
 OVKK → Pricing Procedure Determination
✅ Summary:

 Pricing = Combination of Condition Types + Access Sequence + Pricing Procedure.

 Assigned through OVKK (Sales Area + Customer Pricing Procedure + Document Pricing
Procedure).
 Used in Sales Orders (VA01) automatically.

📍 Step 5: Shipping & Delivery

🔹 What is Shipping in SAP SD?

Shipping is the logistics process where goods are prepared and delivered to customers after a
sales order is confirmed.
It includes:
1. Delivery Document Creation
2. Picking & Packing
3. Route Determination
4. Post Goods Issue (PGI)

🔹 Key Elements of Shipping

1. Delivery Document – Controls how goods are delivered.

2. Shipping Point – Where goods are shipped from (assigned to Plant).
3. Route – Path goods take (depends on Shipping Conditions, Transport Zone, etc.).
4. PGI (Post Goods Issue) – Reduces stock in inventory and updates accounting.

🔹 Configuration Steps

1. Define Delivery Document Types

 Path: SPRO → Sales and Distribution → Shipping → Deliveries → Define Delivery
Types
 T-code: 0VLK
  Example: LF (Standard Delivery), LR (Returns Delivery)

2. Define Item Categories for Deliveries

 Path: SPRO → Sales and Distribution → Shipping → Deliveries → Define Item
Categories for Deliveries
 T-code: 0VLP

3. Define Schedule Line Categories (Delivery Relevance)

 Path: SPRO → Sales and Distribution → Shipping → Deliveries → Define Schedule
Line Categories
 T-code: VOV6

4. Shipping Point Determination

 Path: SPRO → Enterprise Structure → Assignment → Logistics Execution → Assign
Shipping Point to Plant
 T-code: OVXC
 Shipping Point is determined by:
o Shipping Conditions (from Customer Master → Sales Area Data → Shipping)

o Loading Group (from Material Master → Sales: General/Plant)

o Delivering Plant

5. Route Determination
 Path: SPRO → Sales and Distribution → Shipping → Routes → Define Routes & Assign
Transportation Zones
 T-code: 0VTR

6. Post Goods Issue (PGI) Settings

 PGI updates stock and FI accounts.
  Path: SPRO → Sales and Distribution → Shipping → Deliveries → Define Movement
Types for PGI
 Standard Movement Type = 601

🔹 T-Codes for Shipping

 VL01N – Create Delivery

 VL02N – Change Delivery
 VL03N – Display Delivery
 VL09 – Cancel PGI
 VT01N – Create Shipment (if transportation used)
 VL10A – List Deliveries Due

✅ Summary:

 Delivery Document is created from Sales Order.

 Shipping Point is determined automatically from Customer + Material + Plant.
 PGI reduces stock and posts accounting entries.

📍 Step 6: Billing & Invoicing

🔹 What is Billing in SAP SD?

Billing is the process of generating invoices for goods/services delivered to the customer.
It also creates accounting entries in FI (Revenue, Customer Receivable).

🔹 Types of Billing Documents

1. F2 – Standard Invoice
2. F1 – Proforma Invoice (before delivery)
3. F5 – Debit Memo Request
4. F8 – Credit Memo Request
 5. S1 – Cancellation Invoice

🔹 Billing Process

1. Create Sales Order (VA01)

2. Create Delivery & PGI (VL01N / VL02N)
3. Create Billing Document (VF01)
4. FI Entry is generated:
o Customer A/c Dr

o Revenue A/c Cr

o Tax A/c Cr

🔹 Configuration Steps

1. Define Billing Types

 Path: SPRO → Sales and Distribution → Billing → Billing Documents → Define Billing
Types
 T-code: VOFA
 Example: F2 (Invoice), F8 (Credit Memo), S1 (Cancellation).

2. Define Copy Control for Billing

 Controls how data is copied from Sales Order/Delivery to Billing.
 Path: SPRO → Sales and Distribution → Billing → Billing Documents → Maintain
Copying Control
 T-codes:
o VTFL – Delivery → Billing

o VTFA – Sales Order → Billing

o VTFF – Billing → Billing

3. Account Determination (Integration with FI)
 Defines which G/L accounts are posted during billing.
 Path: SPRO → Sales and Distribution → Basic Functions → Account Assignment /
Costing → Revenue Account Determination → Assign Accounts
 T-code: VKOA

4. Output Determination (Invoice Printing/Email)

 Controls how invoice is sent (print, email, EDI).
 Path: SPRO → Sales and Distribution → Basic Functions → Output Control → Output
Determination
 T-code: NACE

🔹 Important T-Codes for Billing

 VF01 – Create Billing Document

 VF02 – Change Billing Document
 VF03 – Display Billing Document
 VF11 – Cancel Billing Document
 VFX3 – List of Billing Documents
 VKOA – Account Determination
 VOFA – Billing Types

✅ Summary:

 Billing is tightly linked to FI module.

 VOFA → Define Billing Types
 VTFA / VTFL → Copy Controls
 VKOA → FI Integration
 VF01 → Create Invoice
📍 Step 7: Special Business Processes in SAP SD

🔹 1. Third-Party Sales

 Customer places order, but company asks a vendor to deliver directly to the customer.
 No stock movement in your company → only billing.
Process Flow:
Sales Order (TAO) → Purchase Requisition → PO to Vendor → Vendor delivers to customer →
Vendor Invoice → Customer Billing.
Config Steps:
 Define Sales Doc Type = TAO (Third Party Order) → T-code: VOV8
 Define Item Category = TAS (Third Party) → T-code: VOV7
 Schedule Line Category = CS (third party, PR generated) → T-code: VOV6
Key T-codes:
 VA01 → Create Sales Order
 ME21N → Purchase Order
 VF01 → Billing

🔹 2. Consignment Process

Goods are sent to customer without billing immediately. Customer is billed only when goods
are consumed.
Types:
 KB → Consignment Fill-Up
 KE → Consignment Issue (billing)
 KA → Consignment Pick-Up (return)
 KR → Consignment Return
Config Steps:
 Define Sales Doc Types (KB, KE, KA, KR) → VOV8
 Item Category: KBN, KBNP, etc. → VOV7
  Schedule Line: Consignment specific → VOV6
T-codes:
 VA01 → Sales Order (KB/KE/KA/KR)
 VL01N → Delivery
 VF01 → Billing

🔹 3. Intercompany Sales

 Sales Org belongs to one company code, but goods are delivered from plant belonging to
another company code.
Process Flow:
Sales Order → Delivery (from delivering company code) → Intercompany Billing (between
companies) → Customer Billing.
Config Steps:
 Assign Delivering Plant to another Company Code → OX10
 Define Intercompany Billing Type = IV → VOFA
 Copy Control (Delivery → Billing) → VTFL
T-codes:
 VA01 → Sales Order
 VL01N → Delivery
 VF01 → Customer Billing
 VF01 → Intercompany Billing

🔹 4. Returns Process

 Customer returns goods after delivery & billing.

Process Flow:
Returns Order (RE) → Delivery (Return) → Credit Memo Billing.
Config Steps:
 Define Returns Sales Doc Type = RE → VOV8
  Returns Delivery Type = LR → 0VLK
 Credit Memo Billing Type = G2 → VOFA
 Copy Control (Returns → Billing) → VTFA
T-codes:
 VA01 → Returns Order
 VL01N → Returns Delivery
 VF01 → Credit Memo

🔹 5. Credit Management

 Controls customer’s credit limits before order confirmation.

Types:
 Static Credit Check
 Dynamic Credit Check
Config Steps:
 Define Risk Categories → FD32
 Assign Credit Control Area to Company Code → OB45
 Assign to Sales Area → OVFL
 Define Credit Check → OVA8
T-codes:
 FD32 → Maintain Customer Credit Limit
 VA01 → Sales Order (system checks credit)

✅ Summary:

 Third-Party Sales (TAO, TAS, CS) – Direct delivery from vendor.

 Consignment (KB, KE, KA, KR) – Goods at customer premises, billed on usage.
 Intercompany – Cross-company sales & billing.
 Returns (RE, LR, G2) – Customer returns goods.
  Credit Management (OVA8, FD32) – Controls risk.

📍 Step 8: Cross-Module Integration

SAP SD doesn’t work alone. It integrates tightly with MM (Materials Management), FI

(Finance), and PP (Production Planning).

🔹 1. SD ↔ MM Integration

This integration is mainly about stock and delivery.

Where it happens:
 Availability Check (ATP) → SD checks stock in MM.
 Goods Issue (PGI) → Reduces stock in MM.
 Purchase Requisitions (for third-party sales) → Triggered from SD to MM.
Config Steps:
 Assign Delivering Plant to Sales Org & Distribution Channel → OVX6
 Availability Check & Requirements Class → OVZG / OVZ9
 Movement Types (PGI = 601) → OMJJ
Key T-codes:
 VA01 → Sales Order (triggers availability check)
 VL02N → PGI (reduces stock in MM)
 MB1A / MIGO → Stock Movements

🔹 2. SD ↔ FI Integration

This integration is about revenue & receivables.

Where it happens:
 Billing in SD creates Accounting Documents in FI.
 Customer Master (SD) is extended as FI Customer (Accounts Receivable).
Config Steps:
  Assign Customer Account Groups → OBD2
 Reconciliation Account in Customer Master → XD02
 Revenue Account Determination → VKOA
 Integration of Credit Control Area → OB45 / OVFL
FI Entries Example (Invoice):
 Customer A/c (Dr)
 Revenue A/c (Cr)
 Tax A/c (Cr)
Key T-codes:
 VF01 → Billing (creates FI document)
 FB03 → Display Accounting Document
 F-28 → Customer Payment

🔹 3. SD ↔ PP Integration

This integration is about production & scheduling.

Where it happens:
 Make-to-Order (MTO) → Sales Order triggers production order in PP.
 Availability Check (ATP) → Checks planned production.
 Schedule Line Categories → Decide whether SD should trigger PP requirements.
Config Steps:
 Requirements Class & Requirements Type → OVZH / OVZI
 Schedule Line Category → VOV6
 Transfer of Requirements → OVZG
Key T-codes:
 VA01 → Sales Order (MTO triggers planned order in PP)
 MD04 → Stock/Requirements List (to check demand)
✅ Summary:

 SD ↔ MM → Stock movement, availability check, delivery.

 SD ↔ FI → Billing → FI Accounting (Revenue, AR).
 SD ↔ PP → Sales Order → Production Planning (MTO, ATP).

📍 Step 9: Key SD Configuration

🔹 1. Partner Determination

👉 In SAP SD, every sales document needs partners:

 Sold-to Party (customer who places order)

 Ship-to Party (customer receiving goods)
 Bill-to Party (customer receiving invoice)
 Payer (customer making payment)
Config Steps:
1. Define Partner Functions → T-code: VOPAN
2. Define Partner Determination Procedure → SPRO → Sales and Distribution → Basic
Functions → Partner Determination → Set up Partner Determination
3. Assign Partner Procedure to Sales Document Types, Customer Master, and
Delivery/Billing Docs.
T-codes:
 XD01 / XD02 → Assign partners in Customer Master
 VOPAN → Partner Procedure Config

🔹 2. Output Determination

👉 Controls how system sends documents (Invoice print, Email, EDI).

Config Steps:
1. Define Output Types → T-code: NACE
 o Example: RD00 (Invoice), BA00 (Order Confirmation).

2. Define Access Sequence (who gets output, when).

3. Create Output Determination Procedure.
4. Assign Procedure to Billing, Delivery, or Sales Document.
T-codes:
 NACE → Output Types Config
 VV31 / VV32 / VV33 → Create / Change / Display Output Condition Records

🔹 3. Text Determination

👉 Controls how text (notes, header text, item text) flows between documents.

Config Steps:
1. Define Text Types → SPRO → Sales and Distribution → Basic Functions → Text
Control → Define Text Types.
2. Create Access Sequence for Text.
3. Assign Text Determination Procedure to Sales Docs, Delivery, Billing.
T-codes:
 VOTXN → Text Determination Config

🔹 4. Account Determination (Revenue Posting)

👉 Controls which G/L accounts in FI are updated when billing is done.

Config Steps:
1. Define Condition Types for Revenue (like ERL).
2. Assign Account Keys in Pricing Procedure (V/08).
3. Assign G/L Accounts to Account Keys → T-code: VKOA.
T-codes:
 VKOA → Account Determination
 FS00 → Create G/L Accounts
🔹 5. Availability Check & Transfer of Requirements

👉 Ensures system checks stock before confirming delivery date.

Config Steps:
1. Define Checking Groups in Material Master → Sales: General/Plant View.
2. Define Checking Rule for Sales Docs.
3. Link Checking Group + Rule → Availability Check.
4. Transfer of Requirements to PP → T-code: OVZG.
T-codes:
 OVZ9 → Availability Check Control
 CO09 → ATP (Available-to-Promise) Check

🔹 6. Credit Management

👉 Controls if customer can place order beyond credit limit.

Config Steps:
1. Define Risk Categories → OB01.
2. Create Credit Control Area → OB45.
3. Assign to Company Code & Sales Area → OVFL.
4. Define Credit Check Procedure → OVA8.
T-codes:
 FD32 → Maintain Customer Credit Limit
 OVA8 → Define Credit Checks

✅ Summary:

 Partner Determination (VOPAN) → Customer roles in orders.

 Output Determination (NACE, VV31) → Print/email invoices & orders.
 Text Determination (VOTXN) → Notes & headers.
  Account Determination (VKOA) → G/L posting for revenue.
 Availability Check (OVZ9, CO09) → Stock confirmation.
 Credit Management (OVA8, FD32) → Customer credit limit.

📍 Step 10: Advanced Topics in SAP SD

🔹 1. Business Partner (BP) Concept

👉 In S/4HANA, Customer Master (XD01/XD02) is replaced by Business Partner (BP).

 A single BP can act as Customer + Vendor.

 Roles define whether BP is "Customer", "Supplier", etc.
Config Steps:
1. Define BP Roles (e.g., FLCU01 – Customer Financial, FLCU00 – Customer Sales).
2. Maintain BP Number Ranges.
3. Synchronize BP with Customer/Vendor roles.
T-codes:
 BP → Create/Change/Display Business Partner
 BD12 → Distribute BP to other systems

🔹 2. Condition Contract & Settlement (Rebate Management)

👉 Old Rebate Processing (VBO1) is replaced by Condition Contract Management in

S/4HANA.
 Manages customer rebates, promotions, incentives.
Config Steps:
1. Activate Settlement Management in SPRO.
2. Define Condition Contract Types.
3. Assign Settlement Procedure.
 4. Process Settlement via Billing.
T-codes:
 WCOCO → Create Condition Contract
 WB2R_SC → Settlement Processing

🔹 3. Fiori Apps for SD

👉 Many SD transactions are available as Fiori tiles in S/4HANA.

Examples:
 Create Sales Order (App ID: F1873)
 Track Sales Order
 Manage Billing Documents
No T-codes → Instead use Fiori Launchpad

🔹 4. Simplified Data Model

👉 Some tables are replaced in S/4HANA.

 VBAK/VBAP (Sales) remain the same.

 But many old aggregate/index tables (like VBUK, VBUP) are simplified.
 Pricing tables also optimized.

🔹 5. Embedded Analytics (Real-time Reporting)

👉 Instead of using BW for reporting, S/4HANA SD has Embedded Analytics.

 Uses CDS Views + Fiori for dashboards.

 Example: Sales Performance, Open Orders, Backorder Analysis.

🔹 6. Advanced ATP (aATP)

👉 In S/4HANA, standard ATP check (CO09) is replaced by Advanced ATP (aATP).

 Features: Product Allocation, Backorder Processing, Supply Assignment.

T-codes (still usable):
 CO09 → Classic ATP
But now → use Fiori apps for aATP

🔹 7. Credit Management (FSCM)

👉 Classic FD32 credit mgmt is replaced by FSCM (Financial Supply Chain Management).

 Uses BP Credit Profile instead of FD32.

 Allows integration with scoring, risk categories, collections.
Config Steps:
1. Activate FSCM Credit Management.
2. Assign BP Credit Segment.
3. Define Risk Class + Limit.
T-codes:
 UKM_BP → Maintain BP Credit Profile

✅ Summary of Advanced SD in S/4HANA

 BP replaces Customer Master (use BP transaction).

 Rebate → Condition Contract Settlement (WCOCO).
 ATP → Advanced ATP with Fiori.
 FD32 → UKM_BP (FSCM Credit Mgmt).
 Fiori Apps + Embedded Analytics for modern reporting.
 Simplified Tables & Processes for better speed.