A Highly Interactive Training Course On
SAP SD: Sales and Distribution for Customer Operations
Streamlining the Order-to-Cash Process for Enhanced Customer Experience and Business Performance
Course Introduction
Efficient management of sales operations, distribution channels, and customer relationships is essential to achieving sustainable business growth. In today’s highly competitive marketplace, organizations must deliver fast, accurate, and customer-centric services supported by real-time data and automation. SAP Sales and Distribution (SAP SD) is the enterprise solution that empowers companies to manage the entire order-to-cash (O2C) cycle—from sales order creation to delivery, billing, and payment—while maintaining seamless integration with finance, materials management, and production planning.
This SAP SD: Sales and Distribution for Customer Operations training course provides participants with an in-depth understanding of SAP SD as the foundation of commercial operations within the SAP ERP and S/4HANA environments. Delegates will explore the core functionalities, configurations, and workflows that govern pricing, sales order processing, inventory availability, logistics, and revenue recognition. The program emphasizes how SAP SD enables customer satisfaction through accurate order fulfillment, transparent tracking, and data-driven service optimization.
Through guided demonstrations, real-life business scenarios, and interactive workshops, participants will learn to use SAP SD not only as a transaction system but also as a strategic enabler for improved customer engagement, profitability, and market responsiveness.
Training Objectives
By the end of this training course, participants will be able to:
- Understand the SAP SD module structure, integration points, and data flow
- Configure and manage the complete order-to-cash (O2C) business process
- Execute sales order management, delivery processing, and billing operations
- Apply pricing procedures, discounts, and tax configurations effectively
- Monitor inventory availability and distribution using SAP logistics tools
- Integrate SAP SD with FICO, MM, and PP modules for end-to-end visibility
- Analyze sales data and customer performance using embedded reporting and analytics
Training Methodology
This training course will utilise a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. This includes an interactive mixture of lecture-led learning & group discussions.
Who should Attend?
This training course is suitable to a wide range of professionals but will greatly benefit:
- Sales and marketing managers
- Customer service and order management professionals
- Distribution and logistics coordinators
- SAP SD consultants and ERP project team members
- Business analysts and process improvement specialists
Course Outline
- Overview of SAP SD and its role within SAP ERP and S/4HANA
- The order-to-cash process and cross-module integration
- Organizational structure in SAP SD: sales area, distribution channel, division, and customer master data
- Partner functions and business relationships
- Navigating the SAP SD environment and system demonstration
- Sales document types and processing flow
- Quotation, sales order, and contract management
- Pricing fundamentals: condition techniques, access sequences, and pricing procedures
- Discounts, surcharges, and tax configuration
- Customer credit management and approval workflow
- Case study: designing an automated sales pricing model
- Delivery creation and scheduling processes
- Picking, packing, and goods issue management
- Integration with inventory and warehouse management
- Transportation planning and route determination
- Handling returns, cancellations, and special deliveries
- Practical workshop: managing outbound logistics scenarios
- Billing document types and configuration
- Integration of billing with financial accounting (FI) and controlling (CO)
- Tax determination, credit memos, and debit memos
- Revenue recognition and posting rules
- Monitoring account receivables and payment processes
- Group exercise: executing end-to-end billing in SAP SD
- Sales information system and key performance reports
- Using SAP Fiori apps and analytical dashboards for sales monitoring
- Integration with SAP Customer Relationship Management (CRM)
- Leveraging SAP SD data for business forecasting and decision support
- Best practices for optimizing order-to-cash cycle time and accuracy
- Capstone exercise: designing an efficient SD process model for a client organization
Providers and Associations
Certificates
- COPEX Certificate of Attendance will be provided to delegates who attend and complete the course
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COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.
Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.
Frequently Asked Questions
This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.
Enhanced Skills: Develop in-demand skills and knowledge in your chosen field.
Career Advancement: Improve your career prospects and increase your earning potential.
Increased Confidence: Gain confidence in your abilities and enhance your professional presence.
Networking Opportunities: Connect with other professionals and industry experts.
Improved Job Performance: Enhance your productivity, efficiency, and job satisfaction.
Personal Growth: Develop valuable personal and professional skills that can benefit you in all areas of life.
Experienced Instructors: Courses are delivered by highly qualified and experienced instructors with industry expertise.
Interactive Learning: Engaging and interactive learning methods, including workshops, simulations, case studies, and group discussions.
Practical Application: Focus on practical skills and real-world applications, enabling you to apply your learning immediately.
Flexible Learning Options: A variety of course formats available, including classroom training, online courses, and blended learning.
Certification & Recognition: Upon successful completion, you may receive industry-recognized certifications.
There are several ways to register in our public training courses:
Online – Browse the Training Plan, select the course of choice, click on the button
“Register Now” inside the course outline page.
E-mail – Send the details (name, company name, email address and training course of
choice) of your nomination to [email protected]
Telephone – +971 4 368 6886 or +971 50 106 2750
Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.
Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.
The training course fee can be settled by either:
- Bank transfer
- Credit Card
Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.
Our training courses courses are being held at five-star hotels in prime and iconic destinations across the globe. Cities such as Amsterdam, Barcelona, Dubai, Geneva, Istanbul, Kuala Lumpur, London, Houston, New York, Paris, Vienna, Zurich, etc.
Once officially registered, we can assist by providing the corporate rates provided by the hotel where the training course will be conducted. Early confirmation will enable us to secure the room at reduced rates
Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.
Delegates who will attend and successfully complete the training course will earn a COPEX Certificate of Completion. This certification is designed to validate the successful knowledge transfer, and that the desired learning objectives and outcomes to further advance your professional competency are achieved.
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