SD · Sales & Distribution
Order-to-Cash SAP S/4HANA training
Kompletní SD výnosový cyklus od poptávky a nabídky po objednávku, dodávku, fakturu, platbu a marži.
P?ehled procesu a byznys kontext
Order-to-Cash je výnosová páteř S/4HANA. Prodej, logistika, kredit, daně, fakturace a finance pracují se stejným slibem zákazníkovi.
Účastníci vysvětlí, jak se zákaznická poptávka dodá, vyfakturuje, zaplatí a reportuje.
End-to-end tok
- 1
Inquiry
VA11Fiori aplikace: Manage Sales Inquiries
Dopad na ACDOCA: No accounting posting; captures early demand.
- 2
Quotation
VA21Fiori aplikace: Manage Sales Quotations
Dopad na ACDOCA: No posting; commercial promise and pricing are shaped.
- 3
Sales Order
VA01Fiori aplikace: Create Sales Orders
Dopad na ACDOCA: No direct posting; ATP, credit, and pricing checks drive later impact.
- 4
Outbound Delivery
VL01NFiori aplikace: Manage Outbound Deliveries
Dopad na ACDOCA: Goods issue posts COGS/inventory impact where valuated stock is involved.
- 5
Billing
VF01Fiori aplikace: Create Billing Documents
Dopad na ACDOCA: Posts receivable, revenue, tax, and profitability-related values.
- 6
Payment
F-28 / FioriFiori aplikace: Post Incoming Payments
Dopad na ACDOCA: Clears customer open item and posts bank/cash movement.
Kl??ov? tabulky
| Table | Vysv?tlen? |
|---|---|
| VBAK | Sales document header: customer, sales area, document type, order reason, and credit status. |
| VBAP | Sales document items: material, quantity, plant, price-relevant item data, and rejection status. |
| LIKP / LIPS | Outbound delivery header and item data for picking, shipping, and goods issue. |
| VBRK / VBRP | Billing header and item data used for invoice output and accounting transfer. |
| MARA | Material master data used for sales views, availability, and logistics execution. |
| ACDOCA | Universal Journal line items for revenue, tax, receivable, COGS, and payment clearing. |
Postup krok za krokem
Capture demand and quotation
Use inquiry and quotation to document early customer intent and pricing assumptions.
Pozor na: Do not let users confuse a quotation with confirmed supply; ATP commitment matters later.
Create the sales order
Check sold-to/ship-to, material, plant, quantity, pricing, ATP, route, tax, and credit status.
Pozor na: Credit blocks and incomplete master data should be explained as controls, not system annoyances.
Create delivery and post goods issue
Pick, pack, ship, and post goods issue to move logistics and inventory forward.
Pozor na: Goods issue is the step that can create COGS and inventory finance impact.
Create billing document
Generate invoice, validate output, and check transfer to accounting.
Pozor na: Copy control, tax classification, and account determination are common root causes.
Collect payment and report margin
Post incoming payment, clear receivable, and review revenue and margin.
Pozor na: A process is not finished until cash and exception status are visible.
?ast? chyby a ?e?en?
Sales order blocked by credit management
Pravd?podobn? p???ina: Customer exposure exceeds limit or risk rules require review.
Postup ?e?en?: Review credit segment, exposure, blocked order list, and approval workflow.
No confirmed quantity from ATP
Pravd?podobn? p???ina: Insufficient available stock, planning issue, or checking rule mismatch.
Postup ?e?en?: Check stock/requirements list, ATP result, plant, schedule lines, and backorder processing.
Billing document does not post to accounting
Pravd?podobn? p???ina: Account determination, tax, or document completion issue.
Postup ?e?en?: Analyze billing log, pricing conditions, revenue account determination, and missing master data.
Rozd?ly ECC a S/4HANA
S/4HANA zachovává SD tok dokladů a doplňuje embedded analytics, lepší kreditní řízení, zjednodušený model a Fiori výjimky.
Slovn?k
- Prodejní objednávka
- Doklad potvrzující zákaznickou poptávku.
- ATP
- Kontrola dostupnosti množství a termínu.
- Odběratelská dodávka
- Logistický doklad pro picking, packing, expedici a výdej.
- Faktura
- SD doklad, který vytváří pohledávku a výnos.
- Kreditní řízení
- Kontroly kreditní expozice zákazníka.
Znalostní test
Pro odemčení certifikátu dokončete test alespoň na 70 %.
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