Pricing, conditions and orders
Pricing, discounts, availability checks, order types and blocks are assessed against your commercial rules. Exceptions are documented with their owners and expected treatment.
SAP SD: connect every sale to delivery, billing and accounting.
SD connects what your customers experience: price, delivery and invoicing. We help sales, logistics and finance teams define their working rules, implement them in SAP and trace a sale through to its accounting entries.
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01 · UNDERSTAND
Follow a sale through its real exceptions.
Start with representative orders, partial deliveries, returns and credit notes. Agree the expected documents, stock movements and accounting entries before designing the solution.
- Explain pricing and order blocks.
- Connect physical deliveries to stock records.
- Handle cancellations, returns and credit notes.
- Reconcile billing with receivables.
02 · DESIGN & DELIVER
Expertise grounded in how you work.
Delivery and shipping
Partial or combined deliveries, picking and goods issues are tested alongside their documents and accounting effects. Transport and delivery terms are scoped to your landscape.
Billing, returns and credit notes
We examine billing variants and exceptions, including cancelled invoices, returns after billing and partial credit notes. The expected document flow is made explicit.
Finance, credit and electronic documents
Account determination and FI integration connect invoices to receivables. Where relevant, the scope includes FSCM credit and collections, and DRC electronic invoicing.
COPERNIC · PEOPLE & EXPERTISE
The expertise your scope requires.
Scoping identifies the functional and technical skills, responsibilities and profiles required. Business decisions are connected to SAP design and acceptance criteria, within the agreed landscape and scope.
Business understandingSystem expertise
Discuss the expertise your team needs03 · WORK TOGETHER
A clear approach, from scoping to handover.
- 01
Observe flows and exceptions
Review real orders with sales, logistics and finance.
- 02
Design rules and execution together
Agree business rules, configuration and customer and material master data.
- 03
Test end to end
Follow orders through to accounting entries, including exception cases.
04 · MAKE IT CONCRETE
Deliverables your teams can use.
We agree the scope and acceptance criteria at the start of the engagement, based on your landscape and priorities.
- Order-to-delivery-to-invoice process map and variants.
- Pricing, blocking and return rules with their master data.
- Cross-functional tests covering documents, stock and accounting.
- A procedure for investigating and resolving discrepancies.
USEFUL ANSWERS
Your questions.
Why involve finance in SAP SD?
Billing normally creates accounting entries. Testing account determination and pricing with finance helps identify inconsistencies before period-end reconciliation.
How does SD differ from the SD/MM overview?
SD covers sales; MM covers purchasing and inventory. The combined page explains where the processes meet, while this page focuses on the sales journey.
Can you scope special sales flows?
Intercompany sales, consignment and other variants are assessed against your contracts, organisation and SAP edition and release. Availability is established during scoping.
What about electronic invoicing?
DRC can form part of the scope. Software alone does not establish compliance: source data, controls and applicable requirements must also be assessed.
A CONCRETE FIRST STEP
Map your sales process.
One process, the people involved and the evidence already available.
Proposed starting deliverables
Process map, prioritised actions and acceptance criteria.
Scope, access, schedule and fees are agreed together before starting. No fixed duration or outcome is implied.
Scope this first step →Explore an interactive example ↗