1. Role Summary

We are seeking a senior SAP SD (Sales & Distribution) consultant with strong FI/CO integration knowledge to support the build of an Order-to-Cash (OTC) visibility. This will give business users end-to-end traceability from contract through sales order, delivery, shipment, billing, and accounting documents, all the way to payment and clearing – including identifying which incoming payment cleared which invoice, and surfacing exception scenarios such as over-payments, under-payments, and partially cleared or long-open invoices.

This is a discovery-heavy role: the consultant must be able to reverse-engineer how the client's SD and FI processes are configured today (document types, copy controls, account determination, clearing logic) from system behaviour and data – and translate that understanding into data/reporting requirements for the product team.

2. Key Responsibilities

•      Analyse and document the client's end-to-end OTC process: Contract → Sales Order → Outbound Delivery → Shipment → Billing → Accounting Document → Payment/Clearing.

•      Discover the current configuration and process patterns – sales document types, item categories, copy control, delivery and shipment setup, billing types, and revenue account determination – and document how they drive the document flow.

•      Map the document flow linkages across SD and FI tables/objects (e.g., VBAK/VBAP, LIKP/LIPS, VTTK/VTTP, VBRK/VBRP, VBFA, BKPF/BSEG, BSID/BSAD) to enable reliable end-to-end traceability in the visibility product.

•      Cover shipment and transportation processing: assignment of deliveries to shipment documents, transporter assignment, and shipment cost/transport charge calculation.

•      Analyse the accounts receivable side: accounting document creation from billing, open item management, incoming payments, payment advice processing, clearing (full, partial, residual), and reason codes.

•      Define the logic to link payments to invoices, including exception scenarios – over-payment, under-payment, on-account postings, unapplied cash, partial clearing, and disputed items.

•      Translate process understanding into clear functional/data requirements for the reporting and data engineering teams (KPIs, statuses, joins, edge cases).

3. Required Skills & Experience

3.1 SAP SD (Core)

•      8+ years of SAP SD experience with at least 2–3 full-cycle implementations or equivalent lead-level support/enhancement experience.

•      Deep knowledge of the OTC cycle: inquiries/quotations, contracts (quantity/value), sales orders, scheduling agreements, deliveries, and billing.

•      Hands-on expertise in copy control, document flow, item categories, schedule line categories, pricing procedures, and output determination.

•      Shipment/transportation (LE-TRA): shipment documents, transporter (forwarding agent) assignment, shipment cost documents, and settlement.

•      Billing: billing types, invoice lists, credit/debit memos, cancellations, and revenue account determination (VKOA).

3.2 FI/CO Integration (Strong Working Knowledge)

•      SD–FI integration: how billing documents post to accounting, account keys and G/L determination, and reconciliation between SD billing and FI documents.

•      Accounts Receivable (FI-AR): open/cleared item concepts, customer line items, payment terms, dunning basics, and credit management awareness.

•      Incoming payments and clearing: manual and automatic clearing, payment advices (AVIK/AVIP), lockbox/bank statement-driven clearing (as applicable), partial vs. residual clearing, and tolerance groups.

•      Ability to read and interpret accounting documents (BKPF/BSEG) and trace them back to originating SD documents.

3.3 Analytical & Data Skills

•      Comfortable with SAP table-level analysis (SE16/queries) and defining joins/keys for data extraction; able to work alongside data engineering teams.

•      Experience defining KPIs and reporting logic for OTC (e.g., order-to-delivery lead time, unbilled deliveries, open invoice ageing, payment application rates).

•      Strong documentation skills – process maps, functional specs, and data dictionaries.

3.4 Soft Skills

•      Self-driven consultant able to operate independently in a discovery mode with minimal hand-holding.

•      Strong stakeholder communication – able to work with business users, finance teams, and data engineers.