SAP S/4HANA SD cheat sheet

Business partner categories are Organization, Person, and Group; category controls field status and number assignment.

A single business partner can hold multiple roles, such as customer and supplier, sharing one address and one central data record.

In SAP S/4HANA, customer and vendor master data are represented as business partner roles; CVI synchronizes BP data with customer/vendor role data.

Business partner grouping determines the number range and field status for a partner; number ranges can be internal or external.

Role-dependent data includes sales area data for the customer role and company code data such as reconciliation account and payment terms.

Blocking can be set at central, company-code, or sales-area level; blocks prevent new transactions but do not delete existing documents.

Relationship types link partners with direction, for example contact person relationship from customer to employee.

Duplicate check uses match groups and search strategies; it can return warnings or errors before the partner is saved.

Billing types include delivery-related invoice, order-related invoice, credit memo, debit memo, pro forma invoice, and cancellation invoice.

The billing due list (VF04) selects due delivery- and order-related items; billing split criteria create separate billing documents.

Delivery-related billing uses the delivery quantity and goods issue date; the delivery item must be billing-relevant and have no billing block.

Order-related billing uses sales order quantity and a billing date or billing plan; no delivery is required.

A credit memo request is a sales document; after approval, billing creates a credit memo that reduces revenue and posts to FI.

Billing document cancellation (VF11) creates a cancellation document and reverses the FI posting; billing documents cannot be deleted.

Account determination in billing uses condition technique with account keys to post revenue, discounts, and tax to FI.

Billing status in the sales order or delivery shows whether billing is not started, partially billed, or fully billed.

Intercompany billing creates an internal invoice between company codes for cross-company sales.

Delivery document types include outbound delivery, inbound delivery, returns delivery, and subsequent delivery free of charge.

The delivery due list (VL10) selects sales orders by delivery date and shipping point for collective delivery creation.

Shipping point determination uses plant, shipping conditions, and loading group; it controls delivery scheduling and goods issue.

Delivery item categories control picking relevance, packing relevance, goods issue relevance, and billing relevance.

Posting goods issue reduces inventory, creates FI and material documents, and sets the goods movement status.

Delivery split can occur by route, plant, storage location, or shipping point.

Picking status, packing status, and goods movement status contribute to the overall delivery status.

A returns delivery receives goods back and can trigger a returns credit memo and an inventory posting.

Condition technique comprises condition types, condition tables, access sequences, pricing procedures, and condition records.

The pricing procedure is determined by sales area, document pricing procedure, and customer pricing procedure.

An access sequence defines the search order of condition tables for a condition type; access can be exclusive or inclusive.

Condition records are maintained with VK11 and can have validity periods and scales by quantity or value.

Statistical condition types are calculated but do not affect the net value or subtotals.

Condition exclusion prevents competing condition types from both applying in a pricing procedure.

Subtotals in the pricing procedure accumulate values such as net price, discounts, freight, and tax.

Pricing in billing copies condition values from the sales order or delivery according to copy control.

Sales document types include OR standard order, RE returns, CR credit memo request, DR debit memo request, and CS cash sales.

A sales document consists of header, item, and schedule line levels; item category controls pricing, delivery, and billing relevance.

The sales area is the combination of sales organization, distribution channel, and division and determines pricing and plant determination.

Schedule line categories control availability check and delivery creation for order schedule lines.

Copy control links order to delivery and delivery to billing and controls field transfer and requirements.

Incompletion procedures define required fields and generate an incompletion log that can block delivery or billing.

Delivery blocks, billing blocks, and credit blocks prevent subsequent processing until released.

Outline agreements include contracts and scheduling agreements; they provide long-term pricing and release mechanisms.