Title Page

  • Trainee name

  • Conducted by

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ILS & SAP - Customer Facing - Level 1

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

Item Master Data

  • Demonstrate how to search for stock

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

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

Sales Quotations

  • Able to add or create a customer via the quote

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

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

  • Able to search and add items to the quote

  • Able to discount the price of the items

  • Able to price override the items

  • Able to add a ship to address

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

Sales Orders, AR Reserve & AR Invoice

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

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

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

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

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

iPayment

  • Have access to iPayment via your SAP login

  • Demonstrate ability to add a credit card via iPayment

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

FAQ

  • Knows the use of the customer activity function

  • Demonstrate the ability to add a customer activity

  • Able to view related activites

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

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

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

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

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

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