Sap La s4sd1 en 14 Ex

S4SD1
SAP S/4HANA Sales - Functions

and Innovations
.
.
EXERCISES AND SOLUTIONS
.
Course Version: 14
Course Duration: 5 Hours 20 Minutes
SAP Copyrights, Trademarks and
Disclaimers
© 2019 SAP SE or an SAP affiliate company. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the
express permission of SAP SE or an SAP affiliate company.
SAP and other SAP products and services mentioned herein as well as their respective logos are
trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other
countries. Please see http://global12.sap.com/corporate-en/legal/copyright/index.epx for additional
trademark information and notices.
Some software products marketed by SAP SE and its distributors contain proprietary software
components of other software vendors.
National product specifications may vary.
This course may have been machine translated and may contain grammatical errors or inaccuracies.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only,
without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable
for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate
company products and services are those that are set forth in the express warranty statements
accompanying such products and services, if any. Nothing herein should be construed as constituting an
additional warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business
outlined in this document or any related presentation, or to develop or release any functionality
mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’
strategy and possible future developments, products, and/or platform directions and functionality are
all subject to change and may be changed by SAP SE or its affiliated companies at any time for any
reason without notice. The information in this document is not a commitment, promise, or legal
obligation to deliver any material, code, or functionality. All forward-looking statements are subject to
various risks and uncertainties that could cause actual results to differ materially from expectations.
Readers are cautioned not to place undue reliance on these forward-looking statements, which speak
only as of their dates, and they should not be relied upon in making purchasing decisions.
© Copyright. All rights reserved. iii

Typographic Conventions
American English is the standard used in this handbook.

The following typographic conventions are also used.
This information is displayed in the instructor’s presentation
Demonstration
Procedure
Warning or Caution
Hint
Related or Additional Information
Facilitated Discussion
User interface control Example text
Window title Example text
© Copyright. All rights reserved. iv

Contents
Unit 1: SAP S/4HANA Enterprise Management: Sales Innovations

Overview
No exercises
Unit 2: Business Roles and Business Catalogs in Sales and Billing
1 Exercise 1: Get Started with SAP S/4HANA Sales Fiori

4 Exercise 2: Create a Specific Sales Group for Sales User
Unit 3: Simplifications in SAP S/4HANA Sales
7 Exercise 3: Identify Simplifications in SAP S/4HANA Sales

10 Exercise 4: Check Data Model Simplifications
13 Exercise 5: Create a New Sales Business Partner
Unit 4: Best Practices in Sales Order and Contract Management
18 Exercise 6: Activate Advanced ATP and Check Changes in the

Availability Check Group Customizing
20 Exercise 7: Use the Back Order Processing (BOP) Functionality of
ATP
27 Exercise 8: Create a Sales Item Proposal
30 Exercise 9: Execute the Sale from Stock Process
35 Exercise 10: Check Business Rules for Printer Settings for a Sales
Organization
37 Exercise 11: Check the BP-role UKM000 for FSCM Credit
Management
40 Exercise 12: Set up FSCM Credit Management
43 Exercise 13: Analyze Credit Limit Utilization
45 Exercise 14: Set up Condition Contract Management
47 Exercise 15: Create a Customer Return
Unit 5: Performance Management and Analytics in SAP S/4HANA Sales
52 Exercise 16: Review the Quotation Conversion Rate

57 Exercise 17: Use the My Sales Overview App to Access Customer -
360° View and Analytics
60 Exercise 18: Add a New SAP Smart Business Evaluation to the SAP
Fiori Launchpad
65 Exercise 19: Track Sales Orders
67 Exercise 20: Create a New Sales Plan
Unit 6: Introduction to the Intelligent Core with Sales Examples
No exercises
© Copyright. All rights reserved. v

Unit 7: Appendix
No exercises
© Copyright. All rights reserved. vi

Unit 2
Exercise 1
Get Started with SAP S/4HANA Sales Fiori
SAP S/4HANA uses a role-based concept. SAP provides preconfigured roles that can be used
for daily work.
In this exercise, you log on and learn about the role-based concept.
Task 1: Access the System Without an Assigned Role

In the standard configuration, a role is not initially assigned to a user.
1. Log on to the front-end system T4N and start the SAP Fiori launchpad. For the logon, use
the username S4SD1–## and the password Welcome1.
## is a placeholder for the group number that you’ve received from your trainer.
Are tiles visible on the SAP Fiori launchpad?
Task 2: Assign a Role to Your User and Execute Again

There are several roles available initially in the SAP S/4HANA environment. In addition, it is
possible to create new roles and use them on the SAP Fiori launchpad.
1. Check if the role ZTRAINING_S4600 is assigned to your user. If not, assign it.
Are tiles visible now?
© Copyright. All rights reserved. 1

Unit 2
Solution 1
Get Started with SAP S/4HANA Sales Fiori
SAP S/4HANA uses a role-based concept. SAP provides preconfigured roles that can be used
for daily work.
In this exercise, you log on and learn about the role-based concept.
Task 1: Access the System Without an Assigned Role

In the standard configuration, a role is not initially assigned to a user.
1. Log on to the front-end system T4N and start the SAP Fiori launchpad. For the logon, use
the username S4SD1–## and the password Welcome1.
## is a placeholder for the group number that you’ve received from your trainer.
Are tiles visible on the SAP Fiori launchpad?
No, the relevant roles are not yet assigned.
a) Log on to the training system landscape.
b) Call SAP logon from the Start menu.
c) Log on to T4N using the above username and password.
d) In the user-specific menu, open the SAP Fiori launchpad by double-clicking SAP Fiori
Launchpad.
e) To open the launchpad, enter the user credentials again.

The launchpad is empty; no tiles are available.
Hint:
T4N is the front-end system, which is connected to T41 (the back-end
system).
Task 2: Assign a Role to Your User and Execute Again

There are several roles available initially in the SAP S/4HANA environment. In addition, it is
possible to create new roles and use them on the SAP Fiori launchpad.
1. Check if the role ZTRAINING_S4600 is assigned to your user. If not, assign it.
a) In T4N, execute the transaction SU01.
b) In the User field, enter your user and choose Change.
c) Choose the Roles tab.
d) On the Roles tab, in the first empty row, enter the role ZTRAINING_S4600 .

Solution 1: Get Started with SAP S/4HANA Sales Fiori
e) Choose Save.
f) Restart the SAP Fiori launchpad.
Are tiles visible now?
Yes, the tiles are visible now.

Unit 2
Exercise 2
Create a Specific Sales Group for Sales User
SAP S/4HANA provides several preconfigured roles, for example:

● Internal Sales Representative: SAP_BR_INTERNAL_SALES_REP
● Sales Manager: SAP_BR_SALES MANAGER
These standard roles can contain many apps, so there is a chance that the user will be
confused and get lost. Therefore, it makes sense to personalize the SAP Fiori launchpad by
creating groups. The needed apps can then be assigned to these groups.
In this exercise, you create two new groups and assign apps to them.
Task 1: Create New Group
1. On the SAP Fiori launchpad, create the following new groups:
● Order Fulfillment ##
● Sales Analytics ##
Task 2: Assign Apps to Group
1. Assign the following apps to the new group Order Fulfillment S4SD1 ##:
● Create Sales Order
● Create Outbound Deliveries from sales orders
● Pick Outbound Delivery
● Create Billing Documents (VF04)
● Track Sales Orders, under Sales Order Processing
● Manage Sales Item Proposal, under Sales - Master Data

Unit 2
Solution 2
Create a Specific Sales Group for Sales User
SAP S/4HANA provides several preconfigured roles, for example:

● Internal Sales Representative: SAP_BR_INTERNAL_SALES_REP
● Sales Manager: SAP_BR_SALES MANAGER
These standard roles can contain many apps, so there is a chance that the user will be
confused and get lost. Therefore, it makes sense to personalize the SAP Fiori launchpad by
creating groups. The needed apps can then be assigned to these groups.
In this exercise, you create two new groups and assign apps to them.
Task 1: Create New Group
1. On the SAP Fiori launchpad, create the following new groups:
● Order Fulfillment ##
● Sales Analytics ##
a) If it is not already open, open the launchpad.
b) To personalize the launchpad, choose on the top right of your screen and then
choose Edit Home Page.
c) To create a new group, choose Add Group.

You are provided with a new area that you can use for your first group.
d) Choose and enter the group name as Order Fulfillment S4SD1 ##.
e) Create a second group, choose Enter group name and rename the group as Sales
Analytics S4SD1 ##.
Task 2: Assign Apps to Group
1. Assign the following apps to the new group Order Fulfillment S4SD1 ##:
● Create Sales Order
● Create Outbound Deliveries from sales orders
● Pick Outbound Delivery
● Create Billing Documents (VF04)
● Track Sales Orders, under Sales Order Processing
● Manage Sales Item Proposal, under Sales - Master Data

Unit 2: Business Roles and Business Catalogs in Sales and Billing
a) To include the first app, choose in your Order Fulfillment group.
b) Find the Create Sales Order app by searching for the term create in the search field
and choosing the Create Sales Order app from the list.
c) Include this app in your group by choosing on the bottom of the tile.
d) Repeat these steps for the other apps.

You could also use pick as a search term.
e) Choose Home on the top left of your screen to navigate back.
f) Choose in your sales analytics group S4SD1 ##.
g) Add the tiles Manage Sales Plan and Review Conversion Rates in the same way as you
did for the sales fulfillment group.
h) Choose Done at the bottom right of your screen to save your changes.

Unit 3
Exercise 3
Identify Simplifications in SAP S/4HANA Sales
Check the simplification list to find out the differences to previous SAP ERP releases in Sales.
Note:
This course uses the characters ## as a placeholder for your group number.
Whenever you see ## in an exercise step, replace it with your group number.
1. Open the SAP Help Portal page at https://help.sap.com, enter SAP S/4HANA, and search
for the simplification list for SAP S/4HANA 1809. Check what has been changed on the
following topics:
● Business Partner Approach
● Data Model Changes in SD Pricing
2. Log on to the SAP S/4HANA Enterprise Management backend system T41 (logon data
has been provided).
3. Check transaction VD03 - Sales and Distribution Customer Display for customer T-C##,
sales organization 1010, distribution channel 10, and division 00.
What happens?
4. When an SAP Business Suite customer wants to move to SAP S/4HANA, what must be in
place?
Task 1: View Obsolete Transactions in the Area of Foreign Trade

You have learned that the functions of the classic foreign trade in SD are not available in SAP
S/4HANA.
1. Provide examples of transaction codes that are no longer available.
Task 2: Check the SD Document Category Field Length
1. Review in the simplification guide the business view of the item SD Simplified Data Model,
regarding the document category. Have changes been made to the SD document
category?

Unit 3
Solution 3
Identify Simplifications in SAP S/4HANA Sales
Check the simplification list to find out the differences to previous SAP ERP releases in Sales.
Note:
1. Open the SAP Help Portal page at https://help.sap.com, enter SAP S/4HANA, and search
for the simplification list for SAP S/4HANA 1809. Check what has been changed on the
following topics:
a) Open the SAP Help Portal page at https://help.sap.com and enter SAP S/4HANA.
b) Choose SAP S/4HANA.
c) Scroll down to view the simplification list for SAP S/4HANA 1809.
d) Open the simplification list and choose I Agree.
e) Get an overview of the requested information by searching for the following terms in
the document:
2. Log on to the SAP S/4HANA Enterprise Management backend system T41 (logon data
has been provided).
3. Check transaction VD03 - Sales and Distribution Customer Display for customer T-C##,
sales organization 1010, distribution channel 10, and division 00.
What happens?
You are redirected to transaction BP, as transaction VD03 is obsolete.
a) Choose SAP Menu → Logistics → Sales and Distribution → Master Data → Business
Partner → Customer → Display → VD03 — Sales and Distribution.
b) Enter customer T-C##, sales organization 1010, distribution channel 10, and division
00. Press Return.

Solution 3: Identify Simplifications in SAP S/4HANA Sales
The message displayed at the bottom of the screen informs you that you are
redirected to transaction BP, as transaction VD03 is obsolete.
4. When an SAP Business Suite customer wants to move to SAP S/4HANA, what must be in
place?
The SAP Business Suite customer must have Customer/Vendor Integration (CVI) in
place.
Task 1: View Obsolete Transactions in the Area of Foreign Trade

You have learned that the functions of the classic foreign trade in SD are not available in SAP
S/4HANA.
1. Provide examples of transaction codes that are no longer available.

a) Check the simplification list to find the details about the changes in the area of foreign
trade.
The obsolete transaction codes are listed in the simplification list.
Task 2: Check the SD Document Category Field Length
1. Review in the simplification guide the business view of the item SD Simplified Data Model,
regarding the document category. Have changes been made to the SD document
category?
a) Check the simplification list to find the details about the changes regarding the SD
Simplified Data Model.
In the business view you will find the explanation that functional scope enhancements
are possible, based on the field length extensions of the SD document category.

Unit 3
Exercise 4
Check Data Model Simplifications
Check the Properties of Tables in the Back-End
1. Log on to the back-end system T41 with user S4SD1–## and password Welcome1. Start
transaction SE11 and display the database table VBAK.
What kind of fields have been added to this table within SAP S/4HANA? Write down some
examples.
2. Now start the transaction SE16 and look at the entries of the database table KONV.
How many entries are displayed?
3. In which table can the corresponding entries (pricing results) be found instead in SAP S/
4HANA?

Unit 3
Solution 4
Check Data Model Simplifications
Check the Properties of Tables in the Back-End
1. Log on to the back-end system T41 with user S4SD1–## and password Welcome1. Start
transaction SE11 and display the database table VBAK.
What kind of fields have been added to this table within SAP S/4HANA? Write down some
examples.
a) Log on to the T41 back-end system with your user credentials.
b) Start transaction SE11.
c) In the Database table field, enter VBAK and choose Display.
d) Choose and, in the Find field, enter the field name of one of the status fields (for
example, ABSTK or LFSTK).
e) To start the search, press Enter.

The field is displayed as part of the VBAK table. Many status fields have been added to
this table within SAP S/4HANA to simplify the data model.
2. Now start the transaction SE16 and look at the entries of the database table KONV.
How many entries are displayed?
No table entries are displayed.
a) Start transaction SE16.
b) In the field Table Name, enter KONV and choose Enter.
c) On the selection screen, choose Execute.

At the bottom of the screen, you see the message that no table entries have been
found.

3. In which table can the corresponding entries (pricing results) be found instead in SAP S/
4HANA?
The pricing results are stored in the PRCD_ELEMENTS database table.
a) Use the SE16 transaction again to check the table entries.

Unit 3
Exercise 5
Create a New Sales Business Partner
Create a new business partner master record for a new customer.
Note:
1. Start the Customer Master app from the Master Data group in the SAP Fiori launchpad.
2. Create the new business partner as organization and maintain the data using the
information in the following tables:
Table 1: Organization
Field Value
Business Partner T-CUS##
Grouping External alpha-numeric numbering
BP Role FLCU00 Business Partner FI Cus-

tomer
Title Company
Name 1 Bikes & More ##
Table 2: Standard Address

Field Value
Street Prinzering
House Number ##
City Stuttgart
Postal Code 70173
Country DE (Germany)
Region 08
Language DE German

Table 3: Organizational Data

Field Value
Company Code 1010
Distribution Ch. 10
Division 00
Currency EUR
Company Code 1010
Reconciliation Acc. 12100000 Trade receivables domes-

tic
Table 4: Sales Area Data

Field Value
Currency EUR
Incoterms EXW (Ex Works)
Incoterms Loc. 1 Plant 1
Payment Terms 0001 (Pay immediately w/o deduc-

tion)
Delivering Plant 1010
Shipping Conditions Standard
Account Assignment Group Domestic Revenues
Price Group Regular Buyer
Customer Pricing Procedure 1
Tax Classification 1 (Liable for Taxes)
3. Check that the mandatory partner functions have been filled automatically. Note the
values in the following table:
Partner Function Number
Sold-To Party
Bill-To Party
Payer
Ship-to Party

Unit 3
Solution 5
Create a New Sales Business Partner
Create a new business partner master record for a new customer.
Note:
1. Start the Customer Master app from the Master Data group in the SAP Fiori launchpad.
a) Choose the corresponding tile in your Master Data group on the SAP Fiori launchpad to
start the app.
2. Create the new business partner as organization and maintain the data using the
information in the following tables:
Table 1: Organization
Field Value
Business Partner T-CUS##
Grouping External alpha-numeric numbering
BP Role FLCU00 Business Partner FI Cus-

tomer
Title Company
Name 1 Bikes & More ##
Table 2: Standard Address

Field Value
Street Prinzering
House Number ##
City Stuttgart
Postal Code 70173
Country DE (Germany)
Region 08

Field Value
Language DE German

Field Value
Company Code 1010
Distribution Ch. 10
Division 00
Currency EUR
Company Code 1010
Reconciliation Acc. 12100000 Trade receivables domes-

tic
Table 4: Sales Area Data

Field Value
Currency EUR
Incoterms EXW (Ex Works)
Incoterms Loc. 1 Plant 1
Payment Terms 0001 (Pay immediately w/o deduc-

tion)
Delivering Plant 1010
Shipping Conditions Standard
Account Assignment Group Domestic Revenues
Price Group Regular Buyer
Customer Pricing Procedure 1
Tax Classification 1 (Liable for Taxes)
a) Choose Create, and then choose Organization.
b) Enter the data from tables 1, 2, and 3 above and choose OK.
c) Choose Roles.
d) Choose Create to add a new role.
e) In the BP Role field, enter FLCU01 Business Partner Customer.
f) Choose Save.

Solution 5: Create a New Sales Business Partner
g) At the top of the screen, choose Sales Areas Organization and choose > on the right-
hand side.
h) In Sales Area Details, Pricing Statistics, and Taxes, enter the data from table 4 above.
i) In Taxes, enter the values for Tax Class.
j) Choose Apply.
k) Save your entries.
Note:
If a message appears about possible duplicates, choose Save twice.
3. Check that the mandatory partner functions have been filled automatically. Note the
values in the following table:
Partner Function Number
Sold-To Party
Bill-To Party
Payer
Ship-to Party
a) On the details of your Sales Area, of your new business partner (T-CUS##), check the
values for the partner functions and note them in the table.

Unit 4
Exercise 6
Activate Advanced ATP and Check Changes in
the Availability Check Group Customizing
1. Check if the advanced ATP functionality has already been activated in Customizing for
Enterprise Services via the transaction SFW5.
2. Check if the Availability Check Control Y2 has been activated for advanced ATP in
Customizing for the availability check group.

Unit 4
Solution 6
Activate Advanced ATP and Check Changes in
the Availability Check Group Customizing
1. Check if the advanced ATP functionality has already been activated in Customizing for
Enterprise Services via the transaction SFW5.
a) Log on to the T41 system.
b) Run transaction SFW5, and when prompted, choose Continue.
c) Open the folder S/4H_ALWAYS_ON_FUNCTIONS and scroll to the bottom.

There is an entry called S4H_AATP.
2. Check if the Availability Check Control Y2 has been activated for advanced ATP in
Customizing for the availability check group.
a) In transaction SPRO, navigate to Sales and Distribution → Basic
Functions → Availability Check and Transfer of Requirements → Availability Check
Availability Check with ATP Logic or Against Planning → Define Availability Check
Group.
b) Search for the entry in the column Av (Availability Check Control) Y2. Scroll to the far
right.
In the Advanced ATP column, there is an entry with the status Active.

Unit 4
Exercise 7
Use the Back Order Processing (BOP)
Functionality of ATP
Business Example
In order to better serve your TOP customer in case of shortages, you have decided to use the
BOP functionality of ATP. Create two new customers by copying from existing ones, and
create a stock build-up.
Note:
Task 1: Use Existing Business Partners to Create Two New Ones
1. Start the Customer Master app from the Master Data group in the SAP Fiori Launchpad.
2. Copy business partner T-CUS99A to T-CUS##A and change Name 1 to Bike Mannheim
##.
3. Change the delivery priority for business partner T-CUS##A to low priority.
4. Copy business partner T-CUS99B to T-CUS##B and change Name 1 to Bike Karlsruhe
##.
Task 2: Post an initial stock of 10 PC for material T-F1##
1. Start transaction MIGO in the T41.
2. Post an initial stock of 10 PC for material T-F1##.
3. Check in the transaction MD04 if the stock has been posted.
Task 3: Create Two New Sales Orders
1. Create a new sales orders for first new customer using the information provided in the
following tables:

Field Name Value
Order Type OR
Sales Organization 1010
Distribution Channel 10

Exercise 7: Use the Back Order Processing (BOP) Functionality of ATP
Field Name Value

Division 00
Table 6: Customer Data

Field Name Value
Sold-To Party T-CUS##A
Cust. Reference Low priority
Cust. Ref. date Today
Material T-F1##
Quantity 8 PC
Note the sales order number.
2. Create the second sales order, using information from the following table:
Table 7: Customer Data 2

Field Name Value
Sold-To Party T-CUS##B
Cust. Reference Normal priority
Material T-F1##
Quantity 4 PC
The system checks the availability immediately and makes you aware that you can only
confirm 2 PC.
3. Confirm the quantity and choose Continue.
Task 4: Configure Two BOP Segments
1. Create the first BOP segment using data from the following table:

Table 8: BOP Segments

Field Name Value
Segment Name WIN##
Segment Description First Class Customer
Requirement Filter Sold-To Party of the ATP Document

is equal to ‘T-CUS##A’
Material T-F1##
Quantity 4 PC
2. Create the second BOP segment.
3. Configure a BOP Variant VAR## with description Variant group ##. Assign your
segment REDIS## to redistribute and your segment WIN## to win.
4. Create a BOP Job with Job Name Group ## and Variant Name VAR##. Schedule your
BOP Run.
5. Monitor the BOP Run and check the result.
Is the quantity of your first class customer T-CUS##B confirmed now?

Unit 4
Solution 7
Use the Back Order Processing (BOP)
Functionality of ATP
Business Example
In order to better serve your TOP customer in case of shortages, you have decided to use the
BOP functionality of ATP. Create two new customers by copying from existing ones, and
create a stock build-up.
Note:
Task 1: Use Existing Business Partners to Create Two New Ones
1. Start the Customer Master app from the Master Data group in the SAP Fiori Launchpad.
a) Choose the corresponding tile in your Master Data group on the SAP Fiori Launchpad
to start the app.
2. Copy business partner T-CUS99A to T-CUS##A and change Name 1 to Bike Mannheim
##.
a) Enter T-CUS99* in the Business Partner field and choose Go.
b) Select business partner T-CUS99A and choose Copy. Choose OK.
c) Choose Edit Header and in the Business Partner field, enter T-CUS##A. Choose OK.
d) Change Name 1 to Bike Mannheim ##and Search Term 1 to T-CUS##A.
3. Change the delivery priority for business partner T-CUS##A to low priority.
a) To change the delivery priority for business partner T-CUS##A, select Sales Area and
open the details of sales organization 1010.
b) In the Shipping area, in Delivery Priority, select Low . Choose Save.
4. Copy business partner T-CUS99B to T-CUS##B and change Name 1 to Bike Karlsruhe
##.
a) Enter T-CUS99* in the Business Partner field and choose Go.
b) Select business partner T-CUS99B and choose Copy. Choose OK.
c) Choose Edit Header and select T-CUS##B. Choose OK.
d) Change Name 1 to Bike Karlsruhe ##and Search Term 1 to T-CUS##B.
e) Choose Save.

Task 2: Post an initial stock of 10 PC for material T-F1##
1. Start transaction MIGO in the T41.
2. Post an initial stock of 10 PC for material T-F1##.

a) Choose GOOD Receipt and OTHER.
b) On the Material tab, enter T-F1##, on the Quantity tab, enter 10 PC, on the Where tab,
enter Plant 1010 and in Storage location, enter 101A.
c) Choose Save.
3. Check in the transaction MD04 if the stock has been posted.
Task 3: Create Two New Sales Orders
1. Create a new sales orders for first new customer using the information provided in the
following tables:

Field Name Value
Order Type OR
Division 00

Field Name Value
Sold-To Party T-CUS##A
Cust. Reference Low priority
Material T-F1##
Quantity 8 PC
a) Start the Create Sales Order app on the SAP Fiori launchpad.
b) On the initial screen of the app, enter the values provided in the table Organizational
Data.
c) Choose Enter to continue.

Solution 7: Use the Back Order Processing (BOP) Functionality of ATP
d) On the Create Standard Order: Overview screen, enter the values provided in the table
Customer Data.
e) Choose Save. Do not leave this screen.
2. Create the second sales order, using information from the following table:
Table 7: Customer Data 2

Field Name Value
Sold-To Party T-CUS##B
Cust. Reference Normal priority
Material T-F1##
Quantity 4 PC
The system checks the availability immediately and makes you aware that you can only
confirm 2 PC.
3. Confirm the quantity and choose Continue.
Task 4: Configure Two BOP Segments
1. Create the first BOP segment using data from the following table:
Table 8: BOP Segments

Field Name Value
Segment Name WIN##
Segment Description First Class Customer
Requirement Filter Sold-To Party of the ATP Document

is equal to ‘T-CUS##A’
Material T-F1##
Quantity 4 PC
a) Start the Configure BOP Segment app in the Order Fulfillment group on the SAP Fiori
Launchpad.
b) Choose Create.
c) Enter the data from the table BOP Segments and choose Save.
d) Choose Back.
2. Create the second BOP segment.

3. Configure a BOP Variant VAR## with description Variant group ##. Assign your
segment REDIS## to redistribute and your segment WIN## to win.
a) Start the Configure BOP Variant app in the Order Fulfillment group on the SAP Fiori
Launchpad. Choose Create.
b) In Variant Settings: General Information enter VAR## with the description Variant
group ##. Do not change anything else and choose Close.
c) In BOP Variant Definition, the REDISTRIBUTE area is already shown. Enter your
segment REDIS## here.
d) To add the WIN area, in the upper right corner of the screen, choose Add to Win.
e) In the WIN area, enter your segment WIN##. Choose Save.
4. Create a BOP Job with Job Name Group ## and Variant Name VAR##. Schedule your
BOP Run.
a) Start the Schedule BOP Run app in the Order Fulfillment group on the SAP Fiori
Launchpad.
b) Choose + (New) and enter Job Name Group ## and Variant Name VAR##. Choose
Schedule.
c) To check the status of your job, choose Go. When your job is finished, proceed to the
Monitor BOP Run app.
Hint:
In Settings, you can add Duration and End.
5. Monitor the BOP Run and check the result.
Is the quantity of your first class customer T-CUS##B confirmed now?
T-CUS##B gained confirmed quantity while T-CUS##A lost confirmed quantity.
a) Start the Monitor BOP Run app in the Order Fulfillment group on the SAP Fiori
Launchpad.
b) Select the BOP run with your user SSD1–##. Select your material T-F1## and check
the details for the On-Time Confirmation.

Unit 4
Exercise 8
Create a Sales Item Proposal
Business Example
You are a sales representative. In order to save time and be more efficient during the sales
order creation process, you can create a new sales item proposal. This sales item proposal
will be used in later exercises.
Note:
1. Start the Manage Sales Item Proposal app in the SAP Fiori launchpad and create a new
sales item proposal using the following data:
Table 9: Header Data

Field Value
Sales Document Type PV
Sales Organization: 1010
Distribution Channel: 10
Division: 00
Description: Item Proposal Group ##
Valid-from-Date: Today
Valid-to-Date End of the year
Table 10: Proposed Material Data

Field Value
Material TG11
Target Quantity 2 PC

Unit 4
Solution 8
Create a Sales Item Proposal
Business Example
You are a sales representative. In order to save time and be more efficient during the sales
order creation process, you can create a new sales item proposal. This sales item proposal
will be used in later exercises.
Note:
1. Start the Manage Sales Item Proposal app in the SAP Fiori launchpad and create a new
sales item proposal using the following data:
Table 9: Header Data

Field Value
Sales Document Type PV
Sales Organization: 1010
Distribution Channel: 10
Division: 00
Description: Item Proposal Group ##
Valid-from-Date: Today
Valid-to-Date End of the year
Table 10: Proposed Material Data

Field Value
Material TG11
Target Quantity 2 PC
a) Choose the corresponding tile in your Planning group on the SAP Fiori launchpad to
start the app.
b) Choose Create to create a new sales proposal.
c) Enter the data from the Header Data table.

Solution 8: Create a Sales Item Proposal
d) Assign a new material to your sales item proposal.
e) Choose the Add button on the right side to add a new material in the Materials section.
f) Enter the data from the Proposed Material Data table.
g) Choose the Save button on the right side.
Note:
The Assigned Customer section is empty because you have not assigned
this sales item proposal to a customer.
h) Write down the sales order proposal number displayed in the top left:
_________________________________

Unit 4
Exercise 9
Execute the Sale from Stock Process
Sell and deliver a material to your new customer.
Note:
In this exercise, when the values include ##, you should replace ## with the
number your instructor assigned you.
1. Create a sales order using the following data:

Field Value
Order Type OR
Division 00
Sold-To Party T-CUS##
Cust. Reference 4455##
Material TG11
Quantity 2
2. Save the sales order.
Write down the order number.
3. Create an outbound delivery with reference to the sales order for the shipping point 1010
and your ship-to party T-CUS##.
Write down the document number of the delivery.
4. Pick the material for the outbound delivery and post the goods issue.

Exercise 9: Execute the Sale from Stock Process
5. Create a billing document with reference to the outbound delivery. Use your sold-to party
as selection criterion.
Write down the document number of the billing document.

Unit 4
Solution 9
Execute the Sale from Stock Process
Sell and deliver a material to your new customer.
Note:
In this exercise, when the values include ##, you should replace ## with the
number your instructor assigned you.
1. Create a sales order using the following data:

Field Value
Order Type OR
Division 00
Material TG11
Quantity 2
b) On the initial screen of the app, enter the order type and the relevant organizational
data provided in the table.
for Sold-To Party, Cust. Reference, Material, and ordered Quantity.
If a warning message about the minimum quantity of free goods appears, choose
Enter.
2. Save the sales order.
Write down the order number.

Solution 9: Execute the Sale from Stock Process
a) Choose Save to save the sales order.

The order number is displayed on the bottom of the screen.
Write down the document number of the delivery.
a) Start the Create Outbound Deliveries app on the SAP Fiori launchpad.
b) If the sales order that you have just created does not appear in the document list
automatically, enter 1010 in the Shipping Point field and T-CUS## in the Ship-To Party
field, and choose Planned Creation date to: All.
c) To see a list of sales documents corresponding to your selection, choose Go.
d) Mark your sales order and under the filter bar, choose Create Deliveries.
e) To navigate to the log, choose Display Log.
f) Choose the Deliveries category.

You find the document number of the created outbound delivery in the log.
4. Pick the material for the outbound delivery and post the goods issue.
a) On the SAP Fiori launchpad, start the Pick Outbound Delivery app from the shipping
and warehouse management group.
b) Enter the number of your outbound delivery in the corresponding field and choose
Enter.
c) Choose Copy Picking Quantity.
d) On the Pick Outbound Delivery screen, ensure that you are in the Picking step and
enter 2 PC as the Picking Quantity.
e) Choose Save to save your entry.
f) In the same app, switch to the GI Ready view.
g) Choose Post GIand note the material number document.
5. Create a billing document with reference to the outbound delivery. Use your sold-to party
as selection criterion.
Write down the document number of the billing document.
a) On the SAP Fiori launchpad, start the Create Billing Documents (VF04) app from the
order fulfillment group.
b) Enter T-CUS## as your sold-to party.

c) Choose Display Billing List.
d) Select the row with your outbound delivery and choose Individual Billing Document.
e) On the Invoice (F2) Create: Overview of Billing Items screen, choose Save to create the
billing document.
The number of the created billing document is displayed at the bottom of the screen.

Unit 4
Exercise 10
Check Business Rules for Printer Settings for a
Sales Organization
Check Customizing for the printer settings for billing documents.
1. In the back-end system, identify the decision table for the billing document and printer
settings.
Write down the decision table name.

Unit 4
Solution 10
Check Business Rules for Printer Settings for a
Sales Organization
Check Customizing for the printer settings for billing documents.
1. In the back-end system, identify the decision table for the billing document and printer
settings.
Write down the decision table name.
The decision table name is DEC_TAB_PRINTER.
a) Log on to the T41 system and start transaction SPRO.
b) To navigate to the Customizing menu, choose SAP Reference IMG.
c) Navigate to Cross-Application Components → Output Control → Define Business rules

for Output Parameter Determination.
d) Start the Customizing activity Define Business Rules for Output Determination.
e) In the Show Rules For field, choose Sales Document.
f) In the Determination Step field, choose Printer settings.

In the Maintain Business Rule section, you can now read the decision table.

Unit 4
Exercise 11
Check the BP-role UKM000 for FSCM Credit
Management
Business Example
You are a consultant who is responsible for ensuring that the BP-role is maintained in order to
run FSCM Credit Management.
1. In system T41, check that the business partner UKM000 has the following entries:
● In Calling applications, the applications UKM and FS08 are entered.
● In Subheader ID, subheader UKM110 is entered.
2. Run transaction SM30, call view V_TBZJ1C and check if the following data exists:
● Subheader : UKM110
● Active: X
3. In Customizing for Cross-Application Components, choose SAPBusiness Partner →

Business Partner → Basic Settings → Business Partner Roles → Define BP Roles.
4. Check if the UKM000 role exists.

If it does not exist, create a new role category with the following information:
● Role Category: UKM000
● Title: SAP Credit Management
● Name: SAP Credit Management
● Differentiation Category: 9
● Possible Business Partner Categories: Select all three categories
Note:
You need differentiation category 9 to enter additional information for each
segment.

Unit 4
Solution 11
Check the BP-role UKM000 for FSCM Credit
Management
Business Example
You are a consultant who is responsible for ensuring that the BP-role is maintained in order to
run FSCM Credit Management.
1. In system T41, check that the business partner UKM000 has the following entries:
a) On the SAP Easy Access screen, enter BUPT.
Note:
Do not include any other characters in front of this text.
The Business Partner: Task Menu screen appears.
b) Choose Business Partner → Control → Applications.
c) On the detail screen for the application UKM , set the indicator to Active.
d) Choose Business Partner → Control → Screen Sequences. To make sure that the
screen sequence BUP001 contains the screen UKM100, select row BUP1001 and
choose Screen Sequence → Screens.
e) Choose Business Partner → Control → Divisibility → BP Views. Check that the

business partner UKM000 has the following entries:
To add these entries, for UKM000, select BP UKM000. Choose BP views → Subheader .
Search for UKM110. Select BP UKM000. Choose BP views → Calling Application.
Search for UKM and FS08. Add both entries.
2. Run transaction SM30, call view V_TBZJ1C and check if the following data exists:
● Subheader : UKM110
● Active: X
3. In Customizing for Cross-Application Components, choose SAPBusiness Partner →

Business Partner → Basic Settings → Business Partner Roles → Define BP Roles.

Solution 11: Check the BP-role UKM000 for FSCM Credit Management
4. Check if the UKM000 role exists.

If it does not exist, create a new role category with the following information:
● Role Category: UKM000
● Title: SAP Credit Management
● Name: SAP Credit Management
● Differentiation Category: 9
● Possible Business Partner Categories: Select all three categories
Note:
You need differentiation category 9 to enter additional information for each
segment.

Unit 4
Exercise 12
Set up FSCM Credit Management
You want to set up FSCM Credit Management.
1. In order to access Financial Supply Chain Management, run the transaction SPRO in T41.
Go to Create Credit Segments.
Which two credit segments exist in Credit Management in FSCM?
2. Check the definition of the control area A000 in the enterprise structure.
What is the description?
What is the currency?
3. Examine the assignment of the credit segment 1000 to the credit control area A000.
4. Choose Define Checking rules.
What is the credit horizon in days for the checking rule 03 individual step 030?
5. Run the transaction /FD32.
What is happening and why?

Unit 4
Solution 12
Set up FSCM Credit Management
You want to set up FSCM Credit Management.
1. In order to access Financial Supply Chain Management, run the transaction SPRO in T41.
Go to Create Credit Segments.
Which two credit segments exist in Credit Management in FSCM?
0000 Main Credit Segment and 1000 SAP A.G
a) Choose Financial Supply Chain Management → Credit Management → Credit Risk

Monitoring → Master Data → Create Credit Segments.
2. Check the definition of the control area A000 in the enterprise structure.
What is the description?
Credit control area A000
What is the currency?
EUR
a) Go to Enterprise Structure → Definition → Financial Accounting → Define Credit

Control Area.
3. Examine the assignment of the credit segment 1000 to the credit control area A000.
a) Go to Financial Supply Chain Management → Credit Management → Integration with
Accounts Receivable Accounting and Sales and Distribution → Integration with
Accounts Receivable Accounting → Assign Credit Control Area and Credit Segment.
4. Choose Define Checking rules.
What is the credit horizon in days for the checking rule 03 individual step 030?
90 days.
a) Go to Financial Supply Chain Management → Credit Management → Credit Limit

Check → Define Checking rules.

Note:
Credit exposure is static, including open items, open billing, and delivery
value.
Credit exposure is dynamic, including open order values, not yet delivered
orders and only partially delivered orders.
All orders that are after the credit horizon are ignored for the credit limit
calculation.
5. Run the transaction /FD32.
What is happening and why?
A message appears stating that the function is no longer available. For more details, see
SAP Note 1946054. This happens because the Business Partner role UKM000 replaced
the old credit master data of the customer.

Unit 4
Exercise 13
Analyze Credit Limit Utilization
1. On the SAP Fiori launchpad, start the Credit Limit Utilization – Business Partner > 80%
Today app.
2. Enter the following values in the header fields:
Field Value
Business Partner 17100005
Credit Segment 1000
Country Key US
Region MT(Montana)/US
Risk Class C (Medium Default Risk)
3. Choose By Business Partner (Top 10 Credit Exposure). Note the values for the credit limit
and exposure amount.

Unit 4
Solution 13
Analyze Credit Limit Utilization
1. On the SAP Fiori launchpad, start the Credit Limit Utilization – Business Partner > 80%
Today app.
a) Use the search functionality in the top right corner to start the app.
2. Enter the following values in the header fields:
Field Value
Business Partner 17100005
Credit Segment 1000
Country Key US
Region MT(Montana)/US
Risk Class C (Medium Default Risk)
a) Open the header by choosing the down arrow. Enter the values provided above.
3. Choose By Business Partner (Top 10 Credit Exposure). Note the values for the credit limit
and exposure amount.
Credit limit 6,05 USD and exposure amount 3,36 kUSD

Unit 4
Exercise 14
Set up Condition Contract Management
You want to set up condition contract management.
1. Determine the condition contract types used for sales rebate, using the entry 0S12.
What is the description of 0S12?
2. Determine the settlement document type for 012 Sales Rebate.
3. Determine the pricing procedure for the Customer-Side in Settlement Document for the
document schema group OS Sales Rebates.
What is the pricing procedure for the Customer-Side in Settlement Document for the
document schema group OS Sales Rebates?
4. Check which condition type is defined in step 200 for the pricing procedure A10005.
What condition type is defined in step 200 for the pricing procedure A10005.
Which condition class has been maintained for the condition type RES1 and what is the
calculation type?

Unit 4
Solution 14
Set up Condition Contract Management
You want to set up condition contract management.
1. Determine the condition contract types used for sales rebate, using the entry 0S12.
What is the description of 0S12?
Sales Rebate Credit
a) Open the following Customizing activity with the entry 0S12: Logistics - General
→ Settlement Management → Condition Contract Management → Condition
Contract Maintenance → Define Condition Contract Types → Details.
2. Determine the settlement document type for 012 Sales Rebate.

a) Open the following Customizing activity with the entry 012 Sales Rebate: Logistics -
General → Settlement Documents → Settlement Document Types → Document
Types.
3. Determine the pricing procedure for the Customer-Side in Settlement Document for the
document schema group OS Sales Rebates.
What is the pricing procedure for the Customer-Side in Settlement Document for the
document schema group OS Sales Rebates?
A10005
a) Go to Logistics - General → Settlement Management → Basic Settings → Pricing →

Specify Pricing Procedure . Choose Determination for Settlement Documents and
Settlement Document list.
4. Check which condition type is defined in step 200 for the pricing procedure A10005.
a) Go to Logistics - General → Settlement Management → Basic Settings → Pricing →
Sales (SD) → Define Pricing Procedure → Procedures Control data.
What condition type is defined in step 200 for the pricing procedure A10005.
RES1 Rebate
Which condition class has been maintained for the condition type RES1 and what is the
calculation type?
The condition class is discount or surcharge. The calculation type is percentage.

Unit 4
Exercise 15
Create a Customer Return
Business Example
A customer has placed an order for TG11, 1 piece. They inform you the next day that they have
made an error and ordered 5 pieces too many. You advise that they can send back the pieces
that they do not need. An invoice has not been created yet, but the goods issue has been
created.
Create a customer return with Advanced Returns Management, using the SAP Fiori app
Manage Customer Return.
Note:
1. Use the information provided in the following tables to create a new sales order:

Field Name Value
Order Type OR
Division 00
Table 12: Sales Order Information

Field Name Value
Material TG11
Quantity 1 PC

Note the order number.
Note the delivery number.
3. Select the material for the outbound delivery and post the goods issue.
4. To create a customer return, start the Manage Customer Return app in the SAP Fiori
Launchpad with the use of the enterprise search functionality.
Note the customer return number on the top right of the screen.
5. To display your customer return, start the app again.

Note the customer return number in the filter field Customer return.

Unit 4
Solution 15
Create a Customer Return
Business Example
A customer has placed an order for TG11, 1 piece. They inform you the next day that they have
made an error and ordered 5 pieces too many. You advise that they can send back the pieces
that they do not need. An invoice has not been created yet, but the goods issue has been
created.
Create a customer return with Advanced Returns Management, using the SAP Fiori app
Manage Customer Return.
Note:
1. Use the information provided in the following tables to create a new sales order:

Field Name Value
Order Type OR
Division 00
Table 12: Sales Order Information

Field Name Value
Material TG11
Quantity 1 PC

Note the order number.
b) On the initial screen of the app, enter the values provided in the table Organizational
Data.
Sales Order Information.
e) Choose Save.
Note the delivery number.
a) Start the Create Outbound Deliveries app on the SAP Fiori launchpad.
Note:
If the sales order that you just created does not appear in the document list
automatically, enter 1010 in the Shipping Point field and T-CUS## in the
Ship-To Party field, and in the Planned Creation date field, select a date
range from today until end of the year.
b) To see a list of sales documents corresponding to your selection, choose Go.
c) Select your sales order and choose Create Deliveries at the bottom of the screen.
d) To navigate to the log, choose Display Log.
e) Choose the Deliveries category.

You can find the document number of the created outbound delivery in the log.
3. Select the material for the outbound delivery and post the goods issue.
a) On the SAP Fiori launchpad, start the Pick Outbound Delivery app.
b) Enter the number of the outbound delivery in the corresponding field and choose
Enter.
c) On the Pick Outbound Delivery screen, ensure that you are in the picking step and
enter 1 PC as the Picking Quantity.
d) Choose Save.
e) In the same app, switch to the GI Ready view.

Solution 15: Create a Customer Return
f) Choose Post GI.
4. To create a customer return, start the Manage Customer Return app in the SAP Fiori
Launchpad with the use of the enterprise search functionality.
Note the customer return number on the top right of the screen.
a) Choose Create.
Note that the filter bar changes and a new filter criteria appears.
b) To adapt the filter, choose Adapt Filters and choose the Created by filter.
c) Enter S4SD1-## and choose Go.

Your sales order displays.
d) Choose Create on the right hand side of the screen.
e) For the Return reason, choose Customer ordered too much.
f) In the Quantity field, enter 5 and choose Create.
g) Leave the app.
5. To display your customer return, start the app again.

Note the customer return number in the filter field Customer return.

Unit 5
Exercise 16
Review the Quotation Conversion Rate
Business Example
You are a sales manager. You want to know how successful the conversion process of
quotations to sales orders is. First, create a new quotation for your customer T-CUS##. Your
customer ordered only 50% of the original quantity. You will then convert the quotation into a
sales order. In the last step, you will analyze the conversion rate.
Note:
Task 1: Create a Quotation
1. Start the Manage Sales Quotation app in the SAP Fiori launchpad and choose Create
Quotation.
2. Enter the information provided in the following table and choose Continue.
Table 13: Organisational Data

Field Value
Quotation Type QT
Division 00
3. Enter the data provided in the following table and choose Save.

Field Value
Sold-to Party T-CUS##
Valid to Until end of the year
Material TG11
Quantity 20

Exercise 16: Review the Quotation Conversion Rate
Note the quotation number.
4. Choose Back.
Task 2: Convert the Quotation into a Sales Order
1. Start the Create Sales Order app on the SAP Fiori launchpad.
2. On the initial screen of the app, enter the Order Type and the relevant organizational data
provided in the following table.
Table 15: Sales Order Data

Field Value
Order Type OR
Division 00
Cust. Reference Date Today
3. Choose Enter to continue.
4. On the Create Standard Order: Overview screen, enter the values provided in the table
Sales Order Data for Sold-To Party and Cust. Reference.
5. Convert your quotation into a sales order.
Task 3: Review the Quotation Conversion Rate
1. Start the Quotation Conversion Rate app on the SAP Fiori launchpad.
2. Choose the add filter button and filter for your customer T-CUS##.
Due to the fact that your customer accepted only 50% of the original quotation quantity,
the conversion rate is 50%.

Unit 5
Solution 16
Review the Quotation Conversion Rate
Business Example
You are a sales manager. You want to know how successful the conversion process of
quotations to sales orders is. First, create a new quotation for your customer T-CUS##. Your
customer ordered only 50% of the original quantity. You will then convert the quotation into a
sales order. In the last step, you will analyze the conversion rate.
Note:
Task 1: Create a Quotation
1. Start the Manage Sales Quotation app in the SAP Fiori launchpad and choose Create
Quotation.
2. Enter the information provided in the following table and choose Continue.
Table 13: Organisational Data

Field Value
Quotation Type QT
Division 00
3. Enter the data provided in the following table and choose Save.

Field Value
Sold-to Party T-CUS##
Valid to Until end of the year
Material TG11
Quantity 20

Solution 16: Review the Quotation Conversion Rate
Note the quotation number.
4. Choose Back.
Task 2: Convert the Quotation into a Sales Order
1. Start the Create Sales Order app on the SAP Fiori launchpad.
2. On the initial screen of the app, enter the Order Type and the relevant organizational data
provided in the following table.
Table 15: Sales Order Data

Field Value
Order Type OR
Division 00
Cust. Reference Date Today
3. Choose Enter to continue.
4. On the Create Standard Order: Overview screen, enter the values provided in the table
Sales Order Data for Sold-To Party and Cust. Reference.
5. Convert your quotation into a sales order.

a) In the top menu, choose More → Sales Document → Create with reference .
b) In the window that appears, from the top menu, select Quotation.
c) In the Quot. field, enter one of your previously created quotation numbers.
Note:
If you have not noted your quotation numbers, use the search field on the
right side of the screen and enter Sold-to Party T-Cus##. From the list
of results, choose one of the lines.
To find the quotation number, scroll to the right in the Document column.
d) Choose Copy and change the quantity to 10 pieces.
e) Choose Save.

Task 3: Review the Quotation Conversion Rate
1. Start the Quotation Conversion Rate app on the SAP Fiori launchpad.
2. Choose the add filter button and filter for your customer T-CUS##.
Due to the fact that your customer accepted only 50% of the original quotation quantity,
the conversion rate is 50%.

Unit 5
Exercise 17
Use the My Sales Overview App to Access
Customer - 360° View and Analytics
Analyze the value of sales orders by using multidimensional reporting.
Note:
In this exercise, when the values include ##, replace ## with the number that your
instructor assigned you.
1. On the SAP Fiori launchpad, start the My Sales Overview app to familiarize yourself with
the functionality.
2. Choose the Customer Contacts stack icon to access up to 20 customer contacts and
details such as the name of the relevant sales manager.
3. In the Customer Contacts card, choose the first name. Navigate to the Customer - 360°
View app.
If you scroll down or choose the Sales Order facet, the list of sales orders is displayed. Do
not open the sales order at this point. What is the number and status of the first sales
order?
4. Navigate back to the My Sales Overview app.
5. Navigate to the Incoming Sales Orders app.
6. Analyze the value of sales orders by using multidimensional reporting. In the Incoming
Sales Orders app use USD at the display currency.
7. On the Data Analysis tab, filter by one month and one sales organization.
8. In the context menu, use the Drilldown option to exchange Sales Organization for Sales
Orders in the rows and to delete the Yr./Mo. of Creation filter.
9. Export the report to Microsoft Excel (without saving the file).
10. Only show sales orders with a net amount greater than or equal to 10000. Hide decimals
and scale to show only thousands.
11. Deselect the Sales Quotation Pipeline card.

Unit 5
Solution 17
Use the My Sales Overview App to Access
Customer - 360° View and Analytics
Analyze the value of sales orders by using multidimensional reporting.
Note:
In this exercise, when the values include ##, replace ## with the number that your
1. On the SAP Fiori launchpad, start the My Sales Overview app to familiarize yourself with
the functionality.
a) In the SAP Fiori launchpad, navigate to the Analytics and Monitoring group.
b) Start the My Sales Overview app.
2. Choose the Customer Contacts stack icon to access up to 20 customer contacts and
details such as the name of the relevant sales manager.
a) In the Customer Contacts tile, choose the stack icon below the number on the right-
hand side.
b) Familiarize yourself with the content of the card.
3. In the Customer Contacts card, choose the first name. Navigate to the Customer - 360°
View app.
If you scroll down or choose the Sales Order facet, the list of sales orders is displayed. Do
not open the sales order at this point. What is the number and status of the first sales
order?
a) In the Customer Contacts card, choose the header line.
The Customer - 360° View app opens.
b) Scroll down to the list of sales orders.
Note down the number and status of the first sales order.
4. Navigate back to the My Sales Overview app.

a) Choose < at the top left corner of the app.
You are back in My Sales Overview.
5. Navigate to the Incoming Sales Orders app.

a) Choose the header line of the Compared to Month of Previous Year tile.
You are now in the Incoming Sales Orders app.
6. Analyze the value of sales orders by using multidimensional reporting. In the Incoming
Sales Orders app use USD at the display currency.

Solution 17: Use the My Sales Overview App to Access Customer - 360° View and Analytics
a) Enter USD as the display currency and choose Enter.
b) Choose Go to read the actual data.
7. On the Data Analysis tab, filter by one month and one sales organization.
a) On the Data Analysis tab, in the context menu of a month of the Yr./Mo. of Creation, for
example 11.2015, choose Filter → Keep Filter Value.
b) From the context menu of the sales organization, choose Filter → Select Filter Value.
c) Choose to open the search dialog box of the Sales Organization input field.
d) Choose Go.
e) Choose the 1710 (Dom. Sales Org US) row.
f) Choose OK and choose OK again.
8. In the context menu, use the Drilldown option to exchange Sales Organization for Sales
Orders in the rows and to delete the Yr./Mo. of Creation filter.
a) From the context menu of the sales organization, choose Drilldown → Exchange with.
b) Choose the Sales Order row.
c) Choose OK.
d) From the context menu of the Yr./Mo. of Creation, choose Filter → Delete Filter.
9. Export the report to Microsoft Excel (without saving the file).
a) On the Data Analysis tab, choose Export to Excel.
b) In the export.xlsx download window at the bottom, choose Open.
c) Close Microsoft Excel.
10. Only show sales orders with a net amount greater than or equal to 10000. Hide decimals
and scale to show only thousands.
a) From the context menu of the net amount, choose Measures → Number Format.
b) For the scaling factor, choose 1.000 and for the decimal place, choose 0.
c) Choose OK.
d) From the context menu of the net amount, choose Filter → Filter by Measure
(Conditions).
e) For the net amount, choose Greater Than or Equal to and enter 10000 as the value.
f) Choose OK.
11. Deselect the Sales Quotation Pipeline card.

a) Return to the My Sales Overview app.
b) On the top right of the screen, choose .
c) Choose Manage cards.
d) Deactivate Sales Quotation Pipeline.

Unit 5
Exercise 18
Add a New SAP Smart Business Evaluation to
the SAP Fiori Launchpad
Note:
In this exercise, when the values include ##, replace ## with the number your
Task 1: Assign the Appropriate Role to Your User
1. Assign the role SAP_BR_ANALYTICS_SPECIALIST to your user.
2. Start the SAP Fiori launchpad.
Which new tile group has been added?
Task 2: Create a New KPI and Assign a New Evaluation
1. Start the KPI Workspace app to create and activate a new KPI. Use the following data:
Field Value
Title Sales Order Fulfillment Issues

##
Description Issues in Sales Orders
OData Service /sap/opu/odata/sap/SD_SOFM_SRV
Entity Set SalesOrderFulfillmentIssueQuery-

Set
Value Measure NmbrOfAllIssues
2. Create and activate an evaluation for the new KPI. Use the following data:
Field Value
Selected KPI Sales Order Fulfillment Issues

##
Evaluation Open Issues ##

Exercise 18: Add a New SAP Smart Business Evaluation to the SAP Fiori Launchpad
Field Value
Description Open Sales Order Fulfillment Is-

sues
(3) Target 0
(2) Warning 50
(1) Critical 100
Goal type minimizing

Note: Lower case is needed.
Task 3: Add a New Tile to the SAP Fiori Launchpad
1. Create a tile for the new evaluation. Use the following data:
Field Value
Tile Format Actual vs. Target Tile
Catalog X-SAP-UI2-CATALOGPAGE:SAP_CMD_BC_BUSINESS_ANALYST_A
Select Drill- Generic

Down
Semantic Ob- Sales
ject
Action display
2. Configure the drill-down. Use the following data:

Field Value
Dimension Sales Organization
Measures Issues in Order
Chart Type Column
View Title Issues per Sales Organization
3. Add the tile that you have just created to the Analysis and Monitoring group on the SAP
Fiori launchpad and test it.
Note:
Log off of the SAP Fiori launchpad and log on again. If the tile is not showing,
log off from the gateway server and log on again.

Unit 5
Solution 18
Add a New SAP Smart Business Evaluation to
the SAP Fiori Launchpad
Note:
In this exercise, when the values include ##, replace ## with the number your
Task 1: Assign the Appropriate Role to Your User
1. Assign the role SAP_BR_ANALYTICS_SPECIALIST to your user.

a) In the T4N system, start the SU01 transaction.
b) In the User field, enter your user and choose Change.
c) Choose the Roles tab.
d) On the Roles tab, in the first empty row, enter SAP_BR_ANALYTICS_SPECIALIST.
e) Choose Save.
2. Start the SAP Fiori launchpad.
Which new tile group has been added?
The KPI Design tile group and others have been added to the SAP Fiori launchpad.
Task 2: Create a New KPI and Assign a New Evaluation
1. Start the KPI Workspace app to create and activate a new KPI. Use the following data:
Field Value
Title Sales Order Fulfillment Issues

##
Description Issues in Sales Orders
OData Service /sap/opu/odata/sap/SD_SOFM_SRV
Entity Set SalesOrderFulfillmentIssueQuery-

Set
Value Measure NmbrOfAllIssues
a) Start the KPI Workspace app from the KPI Design tile group.

Solution 18: Add a New SAP Smart Business Evaluation to the SAP Fiori Launchpad
b) To create a new KPI, choose at the bottom left of the screen.
c) Enter the field values provided in the table and choose Activate.
d) In the Save Transport dialog box, choose Local Object.
2. Create and activate an evaluation for the new KPI. Use the following data:
Field Value
Selected KPI Sales Order Fulfillment Issues

##
Evaluation Open Issues ##
Description Open Sales Order Fulfillment Is-

sues
(3) Target 0
(2) Warning 50
(1) Critical 100
Goal type minimizing

Note: Lower case is needed.
a) On the left side, choose the new KPI with your group number.
b) Choose Add Evaluation.
c) Enter the values provided in the table in the corresponding fields.
d) At the bottom of the screen, choose Activate.
Task 3: Add a New Tile to the SAP Fiori Launchpad
1. Create a tile for the new evaluation. Use the following data:
Field Value
Tile Format Actual vs. Target Tile
Catalog X-SAP-UI2-CATALOGPAGE:SAP_CMD_BC_BUSINESS_ANALYST_A
Select Drill- Generic

Down
Semantic Ob- Sales
ject
Action display
a) Start the Create tile from the KPI-Design launchpad group.
b) Choose Add Tile.

c) Enter the values provided in the table in the corresponding fields.
d) Choose Save and Configure Drill-Down and navigate back to the evaluation.
2. Configure the drill-down. Use the following data:

Field Value
Dimension Sales Organization
Measures Issues in Order
Chart Type Column
View Title Issues per Sales Organization
a) With the details of the Open Issues ## evaluation on the screen, choose Configure
Drill-Down.
b) At the bottom of the screen, choose Configure.
c) In the dialog box, select the Dimension and the Measures as indicated in the table and
choose OK.
d) On the next screen, maintain the Chart Type and the View Title and choose OK.
e) Choose Save Configuration.
3. Add the tile that you have just created to the Analysis and Monitoring group on the SAP
Fiori launchpad and test it.
Note:
Log off of the SAP Fiori launchpad and log on again. If the tile is not showing,
log off from the gateway server and log on again.
a) Choose Home.
b) On the SAP Fiori launchpad, choose and then to make changes to your
launchpad.
c) In the Analysis and Monitoring tile group, choose to include a new tile.
d) Find the tile in the catalog by searching for ##, and choose below the tile.
e) Choose to go back.
f) Choose Done resp. Close to save your changes.
g) On the SAP Fiori launchpad, start the new app and have a look at it.

Unit 5
Exercise 19
Track Sales Orders
Business Example
You are a sales representative. In order to get an overview of your sales orders and their
status, you have to go to the Track Sales Order app. Before you start to track your sales
orders, you have to create two new sales orders and create other sales documents following
the order to cash process.
Note:
Whenever you see ## in a exercise step, replace it with your group number.
1. Start the Track Sales Order app in the SAP Fiori launchpad.
2. Configure the result table to also show the Customer reference value in the second row.

Unit 5
Solution 19
Track Sales Orders
Business Example
You are a sales representative. In order to get an overview of your sales orders and their
status, you have to go to the Track Sales Order app. Before you start to track your sales
orders, you have to create two new sales orders and create other sales documents following
the order to cash process.
Note:
Whenever you see ## in a exercise step, replace it with your group number.
1. Start the Track Sales Order app in the SAP Fiori launchpad.
a) Select your sales order according to the sold-to-party T-CUS##.
b) Enter T-CUS## in the Sold-to-party filed.
c) What is the status of each of the following:
● Order Processing Status
● Delivery Processing Status
● Invoicing
Note:
The status will be completed only if the previous exercises have been
executed correctly.
2. Configure the result table to also show the Customer reference value in the second row.
a) Choose the symbol on the right.
b) Mark the Customer reference field in the pop-up box and move the Customer
reference column to the second row using the buttons.
c) Choose OK.
d) Close the app.

Unit 5
Exercise 20
Create a New Sales Plan
Business Example
You are a sales manager. You have to create a sales plan in SAP S/4HANA in order to set the
sales targets for the profit centers for the next quarter. You will later have the possibility to
analyze actual sales with your planned sales. Therefore, you will transfer the data from a
Microsoft Excel file to SAP S/4HANA via the SAP Fiori app Manage Sales Plan.
Note:
Task 1: Create a New Sales Plan
1. Start the Manage Sales Plan app from the Sales Analytics group in the SAP Fiori
launchpad.
2. Create the new sales plan and maintain the data using the following data:
Field Value
Sales Plan Q Plan for Profit Center
Plan description Q Plan for Profit Center Group##
Planned by Month
Version Normal
Version description blank
Planned From: Beginning of the Next Quarter

(choose from the calendar)
Planned To: End of the Next Quarter (choose

from the calendar)
Currency: EUR
Planned For: Sales Volume
Task 2: Download the Structure from SAP S/4HANA to Excel
1. Press the Download button from the Plan Data section.

Excel opens. You should see a row with Profit Center, 1st month of your quarter, 2nd
month of your quarter, 3rd month of your quarter.

2. After download, add the profit centers under the Profit Center column and complete the
sales figures according to the Excel screenshot:
Figure 1: Sales Figures
Task 3: Upload the Planned Sales Figures from Excel to SAP S/4HANA
1. Choose the Upload button from the Plan data section.

A file explorer is opened.
Note:
A re-upload is not possible after you have saved.

Unit 5
Solution 20
Create a New Sales Plan
Business Example
You are a sales manager. You have to create a sales plan in SAP S/4HANA in order to set the
sales targets for the profit centers for the next quarter. You will later have the possibility to
analyze actual sales with your planned sales. Therefore, you will transfer the data from a
Microsoft Excel file to SAP S/4HANA via the SAP Fiori app Manage Sales Plan.
Note:
Task 1: Create a New Sales Plan
1. Start the Manage Sales Plan app from the Sales Analytics group in the SAP Fiori
launchpad.
a) Choose the corresponding tile in your Sales Analytics group on the SAP Fiori launchpad
to start the app.
2. Create the new sales plan and maintain the data using the following data:
Field Value
Sales Plan Q Plan for Profit Center
Plan description Q Plan for Profit Center Group##
Planned by Month
Version Normal
Version description blank
Planned From: Beginning of the Next Quarter

(choose from the calendar)
Planned To: End of the Next Quarter (choose

from the calendar)
Currency: EUR
Planned For: Sales Volume
a) Choose the symbol in the top right corner to add a new sales plan. The type
should be quantity plan.

b) Enter the information in the table.
c) Choose the Add button on the right side to add a new dimension in the dimension
section.
d) Choose Profit Center from the pop-up menu and choose OK.
Task 2: Download the Structure from SAP S/4HANA to Excel
1. Press the Download button from the Plan Data section.

a) Confirm that you want to open Excel.
Excel opens. You should see a row with Profit Center, 1st month of your quarter, 2nd
month of your quarter, 3rd month of your quarter.
2. After download, add the profit centers under the Profit Center column and complete the
sales figures according to the Excel screenshot:
Figure 1: Sales Figures
a) Save the Excel file on the desktop with the name new_salesplan_group##.
b) Close the Excel application.
Task 3: Upload the Planned Sales Figures from Excel to SAP S/4HANA
1. Choose the Upload button from the Plan data section.

a) Choose your Excel file and choose Open.
b) Check if your Excel data has been uploaded and appears in the Plan data section.
c) Choose the Save button in the bottom right corner to save your new sales plan.
A file explorer is opened.
Note:
A re-upload is not possible after you have saved.

Sap La s4sd1 en 14 Ex

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Sap La s4sd1 en 14 Ex

Uploaded by

Copyright:

Available Formats

S4SD1

SAP S/4HANA Sales - Functions

© 2019 SAP SE or an SAP affiliate company. All rights reserved.

© Copyright. All rights reserved. iii

American English is the standard used in this handbook.

This information is displayed in the instructor’s presentation

Related or Additional Information

User interface control Example text

Window title Example text

© Copyright. All rights reserved. iv

Unit 1: SAP S/4HANA Enterprise Management: Sales Innovations

Unit 2: Business Roles and Business Catalogs in Sales and Billing

1 Exercise 1: Get Started with SAP S/4HANA Sales Fiori

Unit 3: Simplifications in SAP S/4HANA Sales

7 Exercise 3: Identify Simplifications in SAP S/4HANA Sales

Unit 4: Best Practices in Sales Order and Contract Management

18 Exercise 6: Activate Advanced ATP and Check Changes in the

Unit 5: Performance Management and Analytics in SAP S/4HANA Sales

52 Exercise 16: Review the Quotation Conversion Rate

Unit 6: Introduction to the Intelligent Core with Sales Examples

© Copyright. All rights reserved. v

© Copyright. All rights reserved. vi

Task 1: Access the System Without an Assigned Role

Are tiles visible on the SAP Fiori launchpad?

Task 2: Assign a Role to Your User and Execute Again

Are tiles visible now?

© Copyright. All rights reserved. 1

Task 1: Access the System Without an Assigned Role

Are tiles visible on the SAP Fiori launchpad?

No, the relevant roles are not yet assigned.

a) Log on to the training system landscape.

b) Call SAP logon from the Start menu.

c) Log on to T4N using the above username and password.

e) To open the launchpad, enter the user credentials again.

Task 2: Assign a Role to Your User and Execute Again

b) In the User field, enter your user and choose Change.

c) Choose the Roles tab.

© Copyright. All rights reserved. 2

f) Restart the SAP Fiori launchpad.

Are tiles visible now?

Yes, the tiles are visible now.

© Copyright. All rights reserved. 3

SAP S/4HANA provides several preconfigured roles, for example:

Task 1: Create New Group

1. On the SAP Fiori launchpad, create the following new groups:

Task 2: Assign Apps to Group

● Create Sales Order

● Create Outbound Deliveries from sales orders

● Pick Outbound Delivery

● Create Billing Documents (VF04)

● Track Sales Orders, under Sales Order Processing

● Manage Sales Item Proposal, under Sales - Master Data

© Copyright. All rights reserved. 4

SAP S/4HANA provides several preconfigured roles, for example:

Task 1: Create New Group

1. On the SAP Fiori launchpad, create the following new groups:

a) If it is not already open, open the launchpad.

choose Edit Home Page.

c) To create a new group, choose Add Group.

Task 2: Assign Apps to Group

● Create Sales Order

● Create Outbound Deliveries from sales orders

● Pick Outbound Delivery

● Create Billing Documents (VF04)