3.88 out of 5
3.88
8 reviews on Udemy

SAP Customer Master Usage for Order-to-Cash Processes

Master customer management processes using the SAP customer master as the foundation for the order-to-cash process
Instructor:
Devon Winters
76 students enrolled
English [Auto-generated]
Understand and Map a customer master, both in a business process as well as the SAP ECC Customer Master
Access, Navigate, and find any customer data in SAP
Create, Change & Display Customer Master data in SAP ECC
Differentiate between the different Customer Master Account Groups
Manage the customer master in SAP for Order-to-Cash processing
Students will be able to analyze and make recomendations on Customer Master usage for optimizing the order-to-cash process
Troubleshoot Customer Master changes, incomplete data and more
Use the data model that supports the Customer Master for advanced analysis
Access, Navigate & Set up the Customer Hierarchy
Become a leader on SAP ECC projects involving the customer master
Students will be ready to go on to advanced topics like Customer Master Configuration, Customization, Integration & Advanced Analysis

Completing this course, students will have a strong understanding of managing customer data using the SAP customer master application. 

This includes:

  • Understanding how an optimized customer master supports an optimized order-to-cash process, as well as related business processes,
  • Accessing & navigating the many screens and fields in the SAP ECC Customer Master,
  • Understanding where the data comes from and how it’s used in the order-to-cash process,
  • Displaying, creating, changing field data and easily tracking changes,
  • Business partner setup and usage,
  • Reporting & Many other related topics

Students will also gain good skills at mapping customer data, implementing a customer management business, process, and designing an accurate and efficient customer to order-to-cash integration.

Introduction

1
Welcome & Introduction

Welcome to the course. Why this course is important.  How it will help you.  What you'll cover. A little about me.

2
Business process overview

It's important to map out the business process of effective customer management prior to adding data or making system updates.  You need a plan to follow that fits with your business strategy

3
Results from a well defined and optimized Customer Management process

What are some of the benefits that we should expect

4
Section 1: Quiz

Check your knowledge of the Order-to-Cash process and how Customer Management and having a great Customer Master fits in to the process

ECC Customer Master Access, Organization & Navigation

1
Customer Master Access: Overview, Menu & Transaction Access
2
Customer Master Access: Initial Screen Usage in Detail
3
Section 2: Quiz

Check your understanding of CM Access & Organizational Levels

Detailed ECC Customer Master Walkthrough

1
Customer Master Display: Section Introduction
2
Customer Master General Data Overview & Address Data
3
Customer Master Display: General Data - Control Tab
4
Customer Master Display: General Data - Payment Tab
5
Customer Master Display: General Data - Marketing Tab
6
Customer Master Display: Unloading Points & Foreign Trade Data
7
Customer Master Display: General Data Contact Persons
8
Customer Master Display: Sales Data - Sales View
9
Customer Master Display: Sales Data - Shipping View
10
Customer Master Display: Sales Data - Partner Functions
11
Customer Master Display: Company Code Data - Account Management
12
Customer Master Display: Company Code Data - Payment Transactions
13
Customer Master Display: Company Code Data - Correspondence
14
Customer Master Display: Sales Data - Billing View
15
Customer Master Display: Menus & Other
16
Customer Master Display: Company Code Data - Insurance
17
Section 3: Quiz

ECC Customer Master Create

1
Customer Master Create: Introduction
2
Customer Master Create: Account Group Overview
3
Create Customer Part 1: General Data
4
Customer Master Create: General Data Part 2
5
Customer Master Create: Company Code Data
6
Create Customer: Sales Area Data
7
Create Customer: Goods Recipient or Ship-to Partner
8
Create Customer: Payer Account Group
9
Create Customer: Bill-to Account Group
10
Create Customer: Sales Partner Account Group
11
Create Customer: Create with Reference Method
12
Section 4: Quiz

ECC Customer Master Change

1
Customer Master Change: Introduction
2
Customer Master Change: General, Sales, & Company Code data
3
Tracking and displaying changes to customer masters
4
Customer Master Change: Change Account Group
5
Section 5: Quiz

Other Customer Master sub-processes

1
Contact Persons
2
Sales Prospects
3
Breif discusson on Customer Master Reporting
4
Section 6: Quiz

Customer Master & Business Partner Order-to-Cash Usage

1
Customer Master Usage: Sales Order review
2
Customer Master Usage: Delivery / Shipping Review
3
Customer Master Usage: Billing and Invoice Review
4
Section 7: Quiz

Check your knowledge of the Customer Master usage in the order-to-cash process

Course Wrap-up & Next Steps

1
Course Review
2
Next Steps, Feedback & Thank You.

Bonus Section: Advanced Customer Master Topics

1
Customer Master Data Model

Overview of the Customer Master Data Model including SD11, related tables, and some tricks for seeing even more

2
Customer Master: Finding Table-Fields from Application Screens
3
Customer Master: Extended Table/Field Review & Data Browser Usage

Take a look at extracting data from customer master tables to provide data for advanced analysis

4
Customer Master: Data Browser Usage

Bonus Section: Customer Hierarchy Processing for Order-to-Cash

1
Introduction to the SAP Customer Hierarchy

This lecture will introduce the topic of the Customer Hierarchy, and includes how it relates to the Customer Master, & why it's important

2
SAP Customer Hierarchy: Access & Navigation

In this lecture students will get familiar with accessing the Customer Hierarchy and navigating the structure

3
SAP Customer Hierarchy: Display in Detail

In this lecture students will become familiar with displaying a Customer Hierarchy as well as many of the details on the structure and nodes.

4
SAP Customer Hierarchy: Create one from scratch using what we've learned

In this lecture students can build a Customer Hierarchy from scratch using what they've learned, including the technical tips from the previous lecture.

5
SAP Customer Hierarchy: Edit mode for Changes

In this lecture students will become familiar with making changes to an existing Customer Hierarchy

6
SAP Customer Hierarchy: Node Account Group

In this lecture students will learn about the Customer Hierarchy Node Account Group which can be very helpful for building a structure.

7
SAP Customer Hierarchy: Deeper look at the technical components

In this lecture students will gain critical insights in to the technical components of the Customer Hierarchy so they can much more easily create, maintain and use a complex Customer Hierarchy.

8
SAP Customer Hierarchy: Order-to-Cash Usage

In this lecture students will get to use the Customer Hierarchy in the order-to-Cash process focusing on Pricing and Rebates.  This will show the real power of the Customer Hierarchy and why it's worth maintaining as you scale up.  

9
SAP Customer Hierarchy: Review & Wrapup

In this lecture students will review what they've learned about the Customer Hierarchy and how they can map it to their own business scenarios.

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6 hours on-demand video
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Access on mobile and TV
Certificate of Completion