Enduser

[former_member737313]

Hi SD Gurus,

Kindly help me out in level 1 training material in SD.

[Former Member · Accepted solution]

hi

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Setting training goals

Your first objective in providing software training for end-users is minimizing any productivity losses associated with the software transition. This means you have to, as quickly as possible, get them up to the skill level required to do their jobs at least as quickly and accurately as they were doing with the old software (or manual methods). Then in the next phase, you want the software to help users do their jobs more quickly, accurately, and/or securely than before.

It’s important to be realistic about the timeframes in which you expect to accomplish these objectives. These timeframes will be dependent on the complexity of the new software as well as the number of users who need training and their beginning skill levels. Upgrading to a new version of the same software already being used can present special challenges. Training might be expected to proceed more quickly because users are already familiar with a previous version. However, if there are many changes in the new version or it has a very different interface (such as the "ribbon" in Office 2007 that will replace the menus and toolbars users are familiar with in previous versions), users may actually find an upgrade more difficult than switching to a completely new software package because of their existing expectations.

Remember that all software packages aren’t created equal, and neither are all users.

Assessing end-user needs

An important element in creating your training plan is to evaluate the technical skill level(s) of those who will actually use the software on a daily basis. Some software, such as a new desktop operating system, may be rolled out throughout your entire organization. Some application programs may be installed only in a particular department (such as accounting software in the finance department or illustration software in the graphic design department) or only made available to employees with specific roles (for example, secretaries or department heads).

In many cases, software end-users are not particularly technically savvy, but you may have different technical skill levels within a group. It’s important in that case to provide different levels of training. Technical novices will need more focused, step-by-step instruction in basics, whereas more skilled computer users will quickly pick up the basics and benefit from more training that shows them how to use more obscure or advanced features of the software. Attempting to train the two groups together will result in the novices being overwhelmed and confused and the more skilled users wasting time that could have been spent doing their work.

Training delivery methods

The next step is to assess methods of delivering the necessary training. Again, there are several factors to take into consideration:

User skill levels as determined by your needs assessment

Number of users to be trained

Timeframe for rollout of the software (and whether you’ll be doing it in phases or throughout the entire organization at once)

There are several different methods for delivering training, and you may want to use a combination of these, especially in a large organization. The least effective is, unfortunately, the one used by most small organizations and many larger ones: the IT equivalent of throwing the kid in the water and letting him sink or swim. Suddenly the new OS or application appears on the end-user’s computer, perhaps with a copy of the manual, and it’s up to the user to figure it out and the company’s IT support desk to untangle the messes the user gets into. Some better training methods include:

Individual hands-on instructor--An instructor walks each user individually through the process of performing common tasks and answers questions. This is the most expensive method, although potentially the most effective.

Hands-on classroom style instructor-led training--An instructor shows users how the software works and how to perform common tasks, with users performing the tasks themselves in a classroom/lab setting. Each user or pair of users has a computer on which to practice. Classes of 15 to 30 are often effective.

Seminar style group demonstration--An instructor shows users how the software works and how to perform common tasks in a live demonstration. Groups of 20 to 50 are often effective.

Computer Based Training (CBT)--CD-based or online (Web-based) self-paced training which allows end-users to complete interactive lessons that walk them through the processes of performing common tasks, and the software tests them on their performance and understanding.

Book-based self-paced training--End-users complete workbook lessons in how to perform common tasks, often illustrated with screenshots.

Whichever delivery method(s) you choose, it's helpful to first conduct a pilot training program of a small, selected group of users that best represent your overall user base. This will help you to identify problems and issues with various training methods before committing to one.

Creating a training program

End-user training is more effective and memorable if you tailor it to your own organization's use of the software, rather than generic lessons. For example Microsoft Word instruction should include examples of actual templates that your users will be using for their documents. Some elements of your lesson plan should include:

The purpose of the software.

Tasks the user will complete with the software

How it differs from previous versions or products it’s replacing (if applicable)

Common problems users may encounter

Security issues related to the software

Making your training program scalable

A scalable training program is flexible enough to accommodate both small numbers of users (for example, when new employees join the company and need to be trained on the software) and large numbers (as is necessary in an organization-wide rollout of a new product).

You can get many of the benefits of individualized training without the high cost by using a combination of computer-based training and seminar-style training where users can ask questions and practice the skills with guidance from an instructor. CBT has the advantage of being able to scale up or down depending on the number of users you need to train, and users are able to proceed at their own pace, rather than having to keep up with or being held back by the rest of the class.

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http://www.sceis.sc.gov/content/FI-MM%20Implementation%20Prep/Blueprint%20Publish/pdf/5.1%20End%20Us...

http://www.rwd.com/docs/SAP%20User%20Training%20Solutions.pdf

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Reward if USeful

Thanx & Regards

Naren..

[Former Member]

Hi SD Ranjit,

I will suggest you to visit http://sap-img.com/sap-sd.htm. It will give you the overview of SAP SD module.

Moreover there is a separate section of FAQs with answers which will help you in great deal.

Hope this helps you.

Do award points if you found them useful.

Regards,

Rakesh

P.S. you can send me a mail at my mail id rakeshsinghchauhan@gmail.com for any specific details

[Former Member]

Hi

Check the link

http://www.saptips.com/EndUserTraining.asp

http://www.rwd.com/solutions/endusertraining/

[Former Member]

hi

the following are the Activities Involved by the SAP – SD End User

 Inquiry Processing

 Quotation Processing

 Contract Processing

 Sales Order Processing

 Scheduling Agreement Processing

 Returns Processing

 Rebate Processing

 Sales Deal and Promotion Processing

 Display Customer and Material Information

 Billing Processing (online)

 Billing Processing (In The Background)

 Invoice List Processing

 Maintain Customer and Material Information

 Display Pricing

 Maintain Pricing

 Release Blocked Documents for Billing

 Release Sales Orders for Delivery

 Display Sales Information

 Display Billing Documents

 Sales Analysis

 Credit Management in Sales and Distribution Documents

 Backorder Processing

 Sales Support

 Output Processing

Inquiry Processing

 Create/change/display inquiries

 Generate lists for inquiries and incomplete inquiries

 Select sales documents according to object status

Quotation Processing

 Create/change/display quotations

 Generate lists for quotations and incomplete quotations

 Select sales documents according to object status

Contract Processing

 Create/change/display contracts

 Generate and process list of contracts

 Generate and process list of incomplete contracts

 Select sales documents according to object status

Sales Order Processing

 Create/change/display sales orders

 Generate and process list of sales orders

 Generate and process list of incomplete sales orders

 Select and process sales documents according to object status

 Select and process sales documents in a period of time

 Select and process duplicate sales documents in a period of time

Scheduling Agreement Processing

 Scheduling agreement processing

 Select and process incomplete scheduling agreements

 Select sales documents according to object status

Returns Processing

 Create/change/display sales orders

 Create/change outbound delivery

Rebate Processing

Rebate processing:

 Maintain rebate agreements

 Extend rebate agreement

 Settlement of rebate agreements

 Generate list of rebate agreements

Billing document:

 Display billing document

 Compare the rebate basis from billing documents and statistics

 Update billing documents referring to rebate conditions

Sales Deal and Promotion Processing

 Create/change/display sales deals

 Generate list of sales deals

 Create/change/display promotions

 Generate list of promotions

Display Customer and Material Information

 Display customer (Sales)

 Display material

 Display material listing/exclusion

 Select customer material info record according to customer

 Select customer material info record according to material

 Display customer hierarchy

 Display sales deals

 Display promotions

 Display rebate agreements

 Display cross selling materials

 Display assortment module for value contracts

Billing Processing (online)

 Create/change/display billing document

 Cancel billing document

 Retroactive billing

 Process billing due list

 Set billing date

 Display billing documents from the archive

 List of billing documents

 Rebook accounting indicator

 Release sales orders for billing

 Display sales and distribution documents blocked for billing

Billing Processing (In the Background)

 Display billing document

 Generate batch jobs for billing

 Generate log for billing document run

Invoice List Processing

There are two types of invoice lists in the Standard:

1. one for invoices and debit memos

2. one for credit memos

 Create/change/display invoice lists

 Process work list for invoice lists

 Generate invoice list

 Generate cancellation invoice list

 Display invoice list from the archive

Maintain Customer and Material Information

 Maintain material listing/exclusion

 Reference material listing/exclusion

 Maintain material substitution

 Reference material substitution

 Maintain material information

 Select customer material information according to material or customer

 Maintain material

 Maintain customer (Sales)

 Maintain customer hierarchy

 Maintain materials for cross selling

 Maintain value contracts

 Maintain Incoterms

Display Pricing

 Display condition records

 Display condition lists

 Display conditions using index

 Display free goods determination

Maintain Pricing

 Create/change/display condition

 Condition processing using index

 Create/change/display free good

 Create/change/display condition lists

 Process net price list

 Release expected customer price

Release Blocked Documents for Billing

 Release sales orders for billing

 Change billing document

 List of blocked billing documents

Release Sales Orders for Delivery

 Change sales order

 Block and unblock customer from sales view

 Generate lists for incomplete sales documents and for sales documents blocked for delivery

Display Sales Information

 Generate list for quotations, contracts, sales orders or scheduling agreements

 Generate list for incomplete quotations, contracts, sales orders or scheduling agreements

 Generate list of sales orders blocked for delivery

 Display sales activities, item proposals, material listing and material exclusion

 Sales support monitor

Display Billing Documents

 Display billing document

 Display list of billing documents

 Display blocked billing documents

Sales Analysis

 Contracts: Lists for overdue and completed contracts

 Quotations: Lists for overdue and completed quotations

 Backorder processing: Backlog list, selection list

 Generate list for: Inquiries, rebate agreements, scheduling agreements

 Information on the customer: Sales summary, list of top customer

 Material information: List of top materials

 Sales support monitor

 Flexible planning: Display/create/change

Credit Management in Sales and Distribution Documents

 Process credit authorization for sales and distribution documents

 List of released sales and distribution documents

 List of blocked sales and distribution documents

 Process credit authorization according to sales and distribution document

 Process credit authorization according to delivery

 List of incomplete sales and distribution documents

 Sales and distribution documents blocked for delivery

 Delivery monitor

 List of billing documents

Backorder Processing

 Display backlogged sales orders

 Process backorder processing using selection list according to sales documents

 Backorder processing: access using the material

 Execute rescheduling of sales documents

 Evaluate rescheduling of sales documents

Sales Support

 Create/change/display sales activities

 Executing mailing promotions

 Display and create interested parties and contact persons

 Display sales summary

 Sales support monitor

 Display competitive products

Output Processing

 Display/change/create output-condition records in Sales

Reward if USeful

Thanx & Regards

Naren..

[former_member737313]

Hi Dasari,

Thanks for ur reply. It would be more helpful if u send me any documentation in this regard.

Thanks

ranjit

[Former Member]

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