SAP IBP: Overview Training Document

SAP Integrated Business Planning (IBP) is a software solution designed to help businesses plan and manage their supply chain operations effectively. It enables organizations to forecast demand, optimize inventory levels, plan production, and align their supply chain processes with business goals. SAP IBP utilizes cloud-based technology and is powered by SAP HANA in-memory computing, providing real-time insights and enabling quick decision-making.
In this PDF training document, you will find instructions for:

  • Overview of SAP Integrated Business Planning (IBP)
  • Brief overview of the main IBP modules: S&OP, Demand, Inventory Optimization, Response & Supply, Control Tower
  • Instructions for logging into IBP via the Excel add-in
  • Introduction to accessing IBP via the web-based Fiori launchpad
  • Planning with Excel Add-In
    • Overview of the IBP ribbon menu and key functionalities when planning via Excel
    • Creating and configuring planning views
    • Working with filters, time horizons, attributes, and key figures
    • Saving views as templates and favorites
  • Planning View Options
    • Details on time profiles, attributes, key figures, layouts, filters
    • Configuring alerts and scenarios
    • Editing and updating planning views
  • Master Data Management
    • Overview of managing master data via the Excel add-in
    • Creating and editing master data workbooks

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SAP S4HANA FI Configuration Document (108 Pages PDF)

This 108 pages PDF document provides an overview of the key configuration steps required in the SAP S4HANA Finance (FI) module. It covers configuration for the following areas:

  • Enterprise Structure
  • General Ledger Accounting
  • Accounts Receivable
  • Accounts Payable
  • Bank Accounting
  • Tax Accounting
  • Asset Accounting
  • Controlling Area

The document outlines the IMG menu paths and transaction codes for each configuration activity. It provides details on configuring master data like company code, chart of accounts, account groups, posting keys, document types etc. as well as steps for settings like number ranges, posting rules, integration with General Ledger and tax configuration.

This configuration guide can serve as a reference for consultants implementing S/4HANA Finance modules in a client project. It aims to provide a foundation for setting up FI/CO functionality based on best practices.

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PM in SAP S/4HANA: Presentation for Basics

This PDF document provides an overview of SAP S/4HANA Plant Maintenance functionality and key processes at a basic level. Plant Maintenance in SAP is used to manage and maintain technical objects such as machines, vehicles, and other equipment.
Key topics covered in the document:

  • Introduction to Plant Maintenance
  • Organization Structure – overview of key organizational units like client, company code, plant, planner group
  • Master Data – Functional Locations, Equipment, Bill of Materials, Task Lists, Work Centers, Measuring Points
  • SAP Plant Maintenance Processes with Flow Charts:
  • Work Clearance Management (Permit to Work) Process in SAP PM

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Document Splitting Configuration in SAP S/4HANA

Document splitting is a feature in SAP that automatically splits line items in documents based on configured dimensions or to allow zero balancing. This enables drawing financial statements at various dimensions like profit centers.
In this PDF document, you will find instructions for the following list of steps required to configure Document Splitting in SAP:

  1. Classify G/L accounts for document splitting by assigning item categories.
  2. Classify document types for document splitting by assigning business transactions and variants.
  3. Define a zero-balance clearing account to post any additional clearing items.
  4. Define document splitting characteristics for GL accounting like zero balancing, mandatory fields.
  5. Define document splitting characteristics for Controlling.
  6. Activate document splitting at the client level. It applies to all company codes unless specifically deactivated.

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Managing Payments and Bank Reconciliation in SAP: A Back-to-Basics Tutorial

SAP banking module covers the entire payment cycle – right from integration with bank accounts, to processing payments, to reconciliation.
This is a training PDF document that covers banking and payment processes in SAP. It provides an overview of major day-to-day transactions, important terminology, configuration steps, and demos for bank reconciliation statements.

Key Points covered in the document are:

  • Questions to ask the customer (business) and bank to understand requirements for setting up bank integration and payments.
  • Important SAP terminologies like house bank, bank key, payment methods, manual and electronic bank statements.
  • Configuration steps for setting up bank keys, bank GL accounts, payment program, check lots.
  • Demo transactions for payments like vendor, customer, and shows how accounting entries are passed.
  • The need for bank reconciliation and types like manual and electronic BRS.
  • Different connection methods between bank and SAP like API, SFTP, Bank tool are explained. Configuration for electronic Bank Reconciliation Statements (BRS) using one of these methods is shown.

In summary, this training document provides end-to-end details on setting up and processing payments in SAP, right from gathering business requirements to system configuration, transaction postings, reconciliation with banks using manual or electronic BRS based on connection method.

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Stock Transfer Process in SAP S/4HANA

This document provides an overview of the complete cycle of the Stock Transfer Process in SAP S4H. The process includes the creation of a reservation, reservation approval, transfer posting, and placement in storage.

The following are the key processes involved in the Stock Transfer Process:

  • Create Reservation:
    • Users can enter the transaction code MB21 or navigate through the menu path to create a reservation.
    • The reservation specifies the materials to be transferred, the quantity to be transferred, and the source and destination plants.
  • Reservation Approval:
    • The reservation goes through multiple approval levels, with notifications sent to the respective approvers.
    • This ensures that only authorized personnel can approve stock transfers.
  • Transfer Posting:
    • Users can use the transaction code MIGO to handle transfer postings.
    • The transfer posting records the movement of materials from the source plant to the destination plant.
  • Place In-Storage:
    • This process involves selecting the “Place in Storage” option in the MIGO transaction and entering the relevant material document.
    • This ensures that the materials are physically placed in the destination plant’s storage location.

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Goods Return Process in SAP S/4HANA

This document provides an overview of the complete cycle of the Goods Return Process in SAP S4H. The process includes the creation of a Return Purchase Order, Return Delivery, Quality Rejection, and creation of a Credit Memo.
The following are the key processes involved in the Goods Return Process:

  • Vendor Return Delivery – Quality Return (Movement Type – 124):
    • Quality Inspection using transaction code QE51N.
    • Creation of Gate Pass.
  • Vendor Return Delivery – After Quality Acceptance & Before Invoice Posting (Movement Type – 122):
    • Return Delivery using transaction code MIGO.
    • Creation of Gate Pass.
  • Goods Return with Return Purchase Order (Movement Type – 161):
    • Creation of Return Purchase Order using transaction code ME21N.
    • Return Purchase Order Release through a multi-level approval process.
    • Return Delivery using transaction code MIGO.
    • Credit Memo creation using transaction code MIRO.
    • Creation of Gate Pass.

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