SAP S/4HANA Materials Management: complete study notes

Lesson-by-lesson notes for the five SAP S/4HANA sourcing and procurement courses, merged into one table of contents: 5 courses, 38 units, 133 lessons and 318 transaction codes. Each lesson covers concepts, process flow, system and configuration steps, T-codes and exam focus points, with notes on what changed in releases after 2020.

Merged table of contents

Topic map across courses

The courses overlap. Use this map to read every angle of a topic: the business process (S4500), the detailed logistics (S4510/S4515/S4525) and the configuration (S4550).

Full lesson list

S4500 · Business Processes in SAP S/4HANA Sourcing and Procurement

Unit 1: Navigation in SAP S/4HANA

1. Identifying the SAP Fiori User Experience
2. Working with the SAP GUI

Unit 2: Processes and Enterprise Structure in Procurement

1. Delineating Procurement Processes
2. Identifying the Organizational Units in Procurement

Unit 3: Plain Procurement Process

1. Creating a Purchase Order
2. Posting a Goods Receipt
3. Entering an Invoice

Unit 4: Master Data in Procurement

1. Maintaining Business Partner Master Data
2. Maintaining Material Master Data
3. Maintaining Purchasing Info Record
4. Analyzing Material Valuation

Unit 5: Stock Material Compared with Consumable Material

1. Comparing Procurement Processes for Stock and Consumption
2. Creating a Purchase Requisition
3. Creating a Purchase Order with Reference to a Purchase Requisition
4. Entering Valuated and Non-Valuated Goods Receipts

Unit 6: Self-Service Requisition

1. Performing a Self-Service Process
2. Confirming a Goods Receipt

Unit 7: Advanced Transactions in Procurement

1. Maintaining a Purchasing Contract
2. Creating a Purchase Requisition with Source Determination
3. Using Advanced Transaction for Purchase Order Creation
4. Using the Advanced Transaction for Goods Receipt
5. Using the Advanced Transaction for Invoice Verification

Unit 8: Automated Procurement Process

1. Running Materials Requirements Planning
2. Generating Purchase Orders Automatically
3. Creating Invoices Automatically Using Evaluated Receipt Settlement

Unit 9: Reporting and Analytics

1. Using Analytical Apps
2. Using the Procurement Overview App

S4510 · Inventory Management and Physical Inventory in SAP S/4HANA

Unit 1: Introduction to Inventory Management

1. Defining Inventory Management and Physical Inventory
2. Moving Goods with the MIGO Transaction

Unit 2: Goods Receipts (GRs)

1. Posting a Goods Receipt Without Reference
2. Posting a Goods Receipt with Reference
3. Posting a Goods Receipt with Automatic Generation of a Purchase Order
4. Posting Cancellations, Return Deliveries, and Returns
5. Applying Order Price Unit in Inventory Management
6. Applying Tolerances and the Delivery Completed Indicator
7. Setting Up Date Checks to Goods Receipt for Purchase Order

Unit 3: Stock Transfers and Transfer Postings

1. Performing Transfer Postings
2. Performing Stock Transfers Between Storage Locations
3. Performing Stock Transfers Between Plants

Unit 4: Reservations

1. Creating Manual Reservations
2. Evaluating Reservations
3. Checking Availability and Missing Parts

Unit 5: Goods Issues (GIs)

1. Posting Unplanned Goods Issues
2. Posting a Goods Issue with Reference
3. Configuring Stock Determination
4. Allowing Negative Stock

Unit 6: Special Procurement Processes

1. Performing the Process of Vendor Consignment
2. Performing the Process of Subcontracting
3. Operating Pipeline Processes

Unit 7: Special Features of Material Valuation

1. Posting Goods Movements for Material Types UNBW and NLAG
2. Configuring Split Valuation

Unit 8: Physical Inventory

1. Conducting Physical Inventory
2. Simplifying Physical Inventory
3. Using Situation Handling in Physical Inventory
4. Applying Cycle Counting (Optional)
5. Applying Inventory Sampling (Optional)

Unit 9: Analyses

1. Applying Stock Lists and Document Lists
2. Applying Periodic Processing
3. Using Analytical Apps for Inventory Management

Unit 10: Further Customizing Settings

1. Implementing Settings for Documents
2. Setting Up Movement Types
3. Applying Other Customizing Settings

S4515 · Invoice Verification in SAP S/4HANA

Unit 1: Invoice Entry

1. Introducing Invoice Verification
2. Working with Logistics Invoice Verification
3. Using Different Types of Invoice Verification
4. Parking of Documents
5. Explaining the Attributes of Prepayment
6. Applying Taxes
7. Applying Cash Discounts
8. Entering Invoices in Foreign Currencies
9. Creating Invoices for Purchase Orders with Account Assignment
10. Entering Invoices for a Blanket Purchase Order

Unit 2: Variances and Invoice Block

1. Entering Invoices with Variances
2. Use Further Blocking Reasons
3. Reducing Invoices
4. Handling of Variances Without Reference to an Item
5. Releasing Blocked Invoices

Unit 3: Subsequent Debit/Credit, Delivery Costs, and Credit Memos

1. Entering Subsequent Debits/Credits
2. Entering Delivery Costs
3. Entering Invoices Without Reference to a Purchase Order
4. Handling Credit Memos and Reversals

Unit 4: Automated Processes in Invoice Verification

1. Executing Invoice Verification in the Background
2. Performing Evaluated Receipt Settlement
3. Performing Further Automatic Settlements

Unit 5: GR/IR Account Maintenance

1. Performing GR/IR Account Maintenance

Unit 6: Invoice Verification – Further Customizing

1. Adjusting Further Customizing Settings in Invoice Verification

Unit 7: Invoice Verification – Additional Topics

1. Using Further Functions in Invoice Verification

S4525 · Consumption-Based Planning and Forecasting in SAP S/4HANA

Unit 1: Introduction to Consumption-Based Planning

1. Introducing the Material Requirements Planning (MRP) Process
2. Outlining MRP Procedures

Unit 2: General Configuration

1. Defining Planning Levels
2. Maintaining and Configuring Material Master Data

Unit 3: Planning Run Execution

1. Describing the Planning Run
2. Executing a Planning Run Using Classic MRP
3. Executing a Planning Run Using MRP Live
4. Converting Planned Orders and Evaluating MRP Lists
5. Evaluating the Planning Results

Unit 4: Forecast

1. Explaining Basics of the Forecast
2. Executing and Postprocessing the Forecast
3. Performing Forecast-Based Planning
4. Performing Time-Phased Planning
5. Performing Automatic Reorder Point Planning

Unit 5: Source Determination

1. Explaining Source Determination in Material Requirements Planning

S4550 · Cross-Functional Customizing in Materials Management

Unit 1: Implementation Guide and Customizing Projects

1. Defining Customizing Projects

Unit 2: General Settings

1. Checking Countries and Currencies
2. Defining Units of Measurement
3. Setting Up a Factory Calendar

Unit 3: Organizational Units

1. Defining Organizational Units in Materials Management
2. Defining and Assigning Plants

Unit 4: Master Data

1. Setting Up Material Master Records
2. Creating Material Types
3. Setting Up Field Selection for Material Master Records
4. Defining Field References for Material Master Records
5. Configuring the Material Master
6. Defining Settings for Business Partners

Unit 5: Valuation and Account Assignment

1. Describing Automatic Account Determination
2. Determining the Relevance of Company Codes and Valuation Areas
3. Creating Valuation Classes and Account Category References
4. Setting Up Account Determination for Specific Transactions
5. Subdividing a Transaction with the Account Grouping Code
6. Adjusting Account Determination for Special Cases
7. Adjusting Settings for Split Valuation

Unit 6: Purchasing

1. Creating Document Types in Purchasing
2. Using Document Types in Purchasing
3. Adjusting the Screen Layout of Purchasing Documents
4. Creating Account Assignment Categories
5. Defining Text Types and Text Adoption
6. Specifying Texts for Output Processing
7. Controlling the Output of Messages in Purchasing
8. Exploring Customizing for Message Determination in Detail
9. Explaining the SAP S/4HANA Output Management

Unit 7: Inventory Management

1. Adjusting Settings for Material and Accounting Documents
2. Adjusting Settings for Goods Movements
3. Adjusting the Output of Messages in Inventory Management