- Gather business requirements from sales, logistics, and finance teams
- Configure and manage the full cycle:
- Inquiry → Quotation → Sales Order → Delivery → Billing
- Configure and maintain:
- Customer master data (business partners in S/4)
- Material master (sales views)
- Pricing conditions
- Output types (invoices, order confirmations)
- Set up pricing procedures (discounts, taxes, freight, surcharges)
- Configure condition types and access sequences
- Manage billing processes:
- Invoice, credit memo, debit memo
- Ensure correct tax determination and integration with finance
- Configure delivery processes:
- Shipping points, routes, delivery types
- Manage picking, packing, and goods issue
- Integrate with warehouse processes (EWM or IM)
- FI (Finance) → revenue posting, accounts receivable
- MM (Materials Management) → inventory and goods movement
- PP (Production Planning) → make-to-order scenarios
- TM (Transportation Management) → logistics execution