ILS & SAP - Customer Facing - Level 1

• Trainee name

• Conducted by

• Audit date

  Date

Introduction

• What is SAP and what do we use it for?

• Explain what a business partner is in SAP.

• Explain why we want to start every transaction as a quote in SAP.

• What is a Sales Order used for?

• What is the difference between an AR Reserve Invoice and an AR Invoice?

Business Partnerts

• How can we search for a customer in SAP?

• How do we create a private customer in SAP?

• How do we create an account customer in SAP?

• Demonstrate amending an existing customer in SAP

  Pass

  Fail

  N/A

Item Master Data

• Demonstrate how to search for stock

  Pass

  Fail

  N/A

• Do you know how to see if stock is available?

  Pass

  Fail

  N/A

• Demonstrate how to view ETA's of stock and to see if you are in que to get stock (relates to FiFo)

  Pass

  Fail

  N/A

• Able to add or create a customer via the quote

  Yes

  No

  N/A

• Able to add or create a contact person to the quote

  Yes

  No

  N/A

• Áble to add division, store/warehouse, shipping type and salesperson

  Yes

  No

  N/A

• Able to search and add items to the quote

  Yes

  No

  N/A

• Able to discount the price of the items

  Yes

  No

  N/A

• Able to price override the items

  Yes

  No

  N/A

• Able to add a ship to address

  Yes

  No

  N/A

• Able to add an end customer's name, phone and email

  Yes

  No

  N/A

• Demonstrate knowledge of the different types of sales documents in SAP

  Yes

  No

  N/A

• Awareness of what can and cannot be changed once you create a sales documents in SAP

  Yes

  No

  N/A

• Understand how the sales records flow through to logistics team?

  Yes

  No

  N/A

• Aware of how to view if the pick list has been generated?

  Yes

  No

  N/A

• Demonstrate how to convert a quote to each of these sales documents types

  Yes

  No

  N/A

• Have access to iPayment via your SAP login

  Yes

  No

  N/A

• Demonstrate ability to add a credit card via iPayment

  Yes

  No

  N/A

• Able to settle a payment on an AR Reserve and AR Invoice

  Yes

  No

  N/A

• Knows the use of the customer activity function

  Yes

  No

  N/A

• Demonstrate the ability to add a customer activity

  Yes

  No

  N/A

• Able to view related activites

  Yes

  No

  N/A

• Knows how to view the change log on various record types

  Yes

  No

  N/A

• Able to access the historical instance of a document and compare to existing record

  Yes

  No

  N/A

• Able to add an attachment to a document type (e.g. sales quote, sales order, AR reserve)

  Yes

  No

  N/A

• Able to view an attachment from document type (e.g. sales quote, sales order, AR reserve)

  Yes

  No

  N/A

• Knowledge on how to process a hire to purchase via SAP

  Yes

  No

  N/A