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SAP FICO
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Introduction to SAP FICO

  • Introduction to ERP,SAP
  • Basic business functions
  • Application in SAP
  • R/3 Architecture
  • User and Role Map creations

Enterprise Structure

  • Define company
  • Define Credit Control Area
  • Edit, Copy, Delete, Check Company Code
  • Define Business Are
  • Define Functional Area
  • Maintain consolidation business area
  • Maintain financial management area
  • Assign company code to company
  • Assign company code to credit control area
  • Assign business area to consolidation business area
  • Assign controlling area to financial management area

Financial Accounting Global Settings

  • Enter Global Parameters
  • Fiscal Year setting
  • Posting Periods
  • Define Document Types and number ranges
  • Define Posting Keys
  • Maintain Field Status Variants
    1)Indicate Currency Differences for Partial Payments
    2)Define Text IDs for Documents
    3)Maximum Exchange Rate Difference
    4)Define Texts for Line Items
    5)Default Values for Document Processing

Chart of Accounts List

  • Define Group chart of accounts
  • Define Country specific Chart of accounts
  • Define Operative Chart of accounts
  • Assign Company Code to Chart of Accounts
  • Define Account Group
  • Define Retained Earnings Account
  • Sample Accounts
  • Block/Unblock GL Accounts
    1)G/L Account Creation and Processing
    2)Delete G/L Account
    3)Delete Chart of Accounts
    4)Block/Unblock Chart of accounts

General Ledger

  • Define Tolerance Groups for G/L Accounts
  • Define Tolerance Groups for Employees
  • Assign Users to Tolerance Groups
  • General Document posting
  • Sample Document
  • Recurring Entry Document
  • Parked Documents
  • Hold Documents
  • Reverse Document
    1)Open item Management
    2)Incoming Payments
    3)Outgoing Payments
    4)Manual clearing
    5)Automatic clearing
    6)Foreign Currency Posting
    7)Foreign Currency Valuation
    8)Work list preparations
    9)Layout preparations
    10)Reset Cleared Items
    11)Display Balances (With Variant)
    12)Business area Overview Report
    13)Editing Options

Accounts Receivable

  • Define Account Groups with Screen Layout (Customers)
  • Create Number Ranges for Customer Accounts
  • Changing the local object to package and Package to Local objectsAssign Number Ranges to Customer Account Groups
  • Define Tolerances for Customers/Vendors
  • Define Tolerance Groups for Employees
  • Assign Users to Tolerance Groups
  • Customer Document Posting
  • Down payment
  • Bill of exchange
  • Dunning
    1)Interest calculation
    2)Automatic Clearing
    3)Maintain Terms of Payment
    4)Define Terms of Payment for Installment Payments
    5)Define Accounts for Cash Discount Granted
    6)Define Accounts for Overpayments/Underpaymet
    7)TAX CALCULATION ON SALES PROCESS

Accounts Payable

  • Define Account Groups with Screen Layout (Vendors)
  • Create Number Ranges for Vendor Accounts
  • Assign Number Ranges to Vendor Account Groups
  • Define Tolerances for Customers/Vendors
  • Define Tolerance Groups for Employees
  • Assign Users to Tolerance Groups
  • Vendor Document Posting
  • Down payment
  • Bill of exchange
    1)Define Accounts for Cash Discount Taken
    2)Define Accounts for Exchange Rate Differences
    3)Define Accounts for Bank Charges (Vendors)
    4)Define Accounts for Overpayments/Underpayments
    5)Automatic payment program
    6)TAX CALCULATION ON PURCHASES

Check Management

  • Individual Check payment
  • Manual check payment
  • Check register
  • Check encashment
  • Check Renumber
  • Reprint check
  • Unused checks cancellation
  • Issued checks cancellation
  • Cancel payment
  • Delete For payment run
  • Delete Manual checks

Taxes

  • EXCISE PAID/PAYABLE
  • CESS PAID/PAYABLE
  • VATPAID/PAYABLE
  • CST PAID/PAYABLE
  • WITH HOLDING TAXES(CIN)
  • TDS CLEARING
  • BANK REMITTENCE CHALLEN
  • TDS CERTIFICATE Creation
  • FORM 16 CREATION
  • DISPLAY TDS BALANCES

Bank Accounting

  • Define House bank
  • Cheq lots creations
  • Cash journals
  • Check Deposit
  • Bank reconciliation statement

ASSET MANAGEMENT

  • Copy Chart of Depreciation
  • Creation of 0% Tax Codes
  • Assign Tax Codes for Non-Taxable Transactions
  • Assign Chart of Depreciation to Company Code
  • Specify Account Determination
  • Create Screen Layout Rules
  • Define Asset Classes
  • Define Number Ranges
  • Creation of GL Accounts
  • Integration With GL
  • Determine Depreciation Areas in Asset Classes
  • Define Screen Layout for Asset Master Data
  • Define Screen Layouts for Asset Depreciation Areas
  • Define Number Ranges for Depreciation Postings
  • Specify Intervals and Posting Rules
  • Specify Round up Net Book Valuation
  • Depreciation Keys
  • Define Base Method
  • Define Declining Balance Methods
  • Define Multi Level Methods
  • Define Period Control Methods
  • Define Depreciation Key
  • Asset Master Creation
  • Creation of Sub-Asset
  • Asset Purchase Posting
  • How to View Sub Asset Value Balances
  • How to View The Asset Balances
  • Depreciation Run
  • Sale of Asset
  • Transfer of Asset
  • Scraping of An Asset

Cross-Company Code Transactions

  • Cross company code transactions in G/L
  • Cross company code transactions in A/R
  • Cross company code transactions in A/P
  • Cancellations of Cross company code transactions
  • Cross company code transactions in Asset accounting

Integration with MM

  • Movement types
  • Valuation class
  • Valuation area
  • Process key
  • Valuation grouping
  • Material types
  • Define Plant
  • Define Division
  • Maintain Storage Location
  • Maintain Purchasing Organization
  • Assign plant to company code
  • Assign business area to plant/valuation area and division
  • Assign purchasing organization to company code
  • Creation of Material Group
  • Maintain company code for material management
  • Define attributes of martial types
  • Set tolerance group for purchase orders
  • Set tolerance limits for goods receipt
  • Plant parameters
  • Maintain default values for tax codes
  • Set tolerance limits for invoice verification
  • Define automatic status change
  • Group together valuation areas
  • Configure automatic posting
  • Document type&number ranges
  • Material master creation
  • To open material periods
  • Purchase order creation
  • Goods receipts
  • Invoices verification
  • Goods issue for consumption
  • Display material ledger
  • Display material documents

Final preparations

  • Define Financial Statement Versions
  • Display of Trial Balance
  • Display of GL Balance
  • Display of A/R Balance
  • Display of A/P Balance
  • Display of ASSETS Balances
  • Balance carry forward process
  • Month ending activates
  • Year ending activates
  • Fi-co tables
  • Structure of account balances
  • Lsmw

Integration with SD

  • Define sales organization
  • Define distribution channel
  • Define shipping point
  • Assign sales organization to company code
  • Assign distribution channel to sales organization
  • Assign division to sales organization
  • Setup sales area
  • Assign sales organization-distribution channel –plant
  • Define rules by sales area
  • Assign shipping point to plant
  • Define pricing procedure determination
  • Define tax determination rules
  • Assignment of accounts for automatic postings
  • Setup partner determination
  • Assign shipping points
  • Creation of conditiontypes
  • Creation of customers with sales organization
  • Finished material master creation
  • Sales order creation
  • Delivary
  • Billing

Basis setting in Controlling

  • Maintain controlling area
  • Activate control indicators/components
  • Assign company code
  • Plan versions
  • Maintain controlling document number ranges

Cost Element Accounting

  • Create primary/secondary Cost elements
  • Cost element group

Cost center Accounting

  • Creation of Cost Center Std.Hierachy
  • Define Cost Center Categories
  • Creation of Cost Center Group
  • Creation of Cost Center
  • Statistical Key Figures creations
  • Statistical posting(Actual)
  • Statistical posting(Plan)
  • Activity types creations
  • Activity types posting(Actual)
  • Activity types posting(Plan)
  • Direct Activity allocations
  • Indirect Activity allocations
  • Activate Inactive Cost Centers
  • Posting with Cost center
  • Planning of Cost Center
  • Distribution methods (Actual)
  • Distribution methods(Plan)
  • Assessment (Actual)
  • Assessment (Plan)
  • Periodic Reposting(Actual)
  • Periodic Reposting(Plan)
  • Period lock
  • Reconciliation ledger
  • Accrual orders
  • Manual reposts of Costs
  • Reverse Manual reposts of Costs
  • Repost Line Items
  • Reverse Repost Line Items
  • Manual Cost Allocation
  • Cost Center Budgets

Internal Orders

  • Creation of Internal Order type
  • Creation of Internal Order
  • Creation of Internal Order group
  • Creation of number range
  • Actual posting to Internal Order
  • Maintain allocation structures
  • Maintain settlement profiles
  • Maintain number ranges for settlement documents
  • Settlement of internal order to cost centers
  • Apportionment of Cost between internal Orders
  • Settlement of internal Orders
  • Budgeting and Availability Control
  • Maintain Budget Profile
  • Maintain Number Ranges for Budgeting
  • Define Tolerance Limits for Availability Control
  • Specify Exempt Cost Elements from Availability Control
  • Maintain Budget Manager
  • Budget creations
  • Invoice posting with budgeting
  • Reposts on budget

WORKFLOW

  • Introduction to Workflow
  • Design of simple workflow
  • Designing of workflow with Multiple Task
  • Real time Scenarios to handle the workflows
  • Miscellaneous Topics

Profit Center Accounting

  • Maintain controlling are setting
  • Creation of Profit cost center Group
  • Create dummy profit center
  • Assign the profit center to cost center
  • Set control parameter for actual data
  • Maintain plan versions
  • Define number ranges for local documents
  • Creation of revenue elements
  • Maintain automatic account assignment of revenue elements
  • Choose additional balances sheet&profit&loss a/c
  • Creation of Account groups
  • Planning of p&l items
  • Planning of balances sheet items
  • Profit center reports

Profitability analysis

  • Define operating concern
  • Define profitability segment characteristics
  • Assign controlling area to operating concern
  • Define no ranges for actual posting
  • Maintain assignment of SD conditions to co-pa value field
  • Define operating concern
  • Maintain assignment of MM conditions to co-pa value field
  • Maintain PA structures for direct posting
  • Activate profitability analysis
  • Define forms
  • Create profitability repots

Product costing

  • Creation of activity type
  • Define overhead keys
  • Define overhead group
  • Define calculation bases
  • Define percentage overhead rates
  • Define credits
  • Define costing sheet
  • Assign costing sheet to costing variant
  • Define cost component structures
  • Creation of cost estimate with quality structure
  • Material resurces planning profile
  • Floats
  • Production scheduler creations
  • Cost estimation planning
  • Cost estimation with quantity structure

NEW GENREAL LEDGER ACCOUNTING

  • Possibilities with New General Ledger
  • Benefits of New General Ledger Accounting
  • Activating of New General Ledger Accounting
  • Ledgers and Non Leading Ledgers
  • Assigning scenarios and their importance’s
  • Assign Scenarios and Customer Fields to Ledgers
  • Define Ledgers for General Ledger Accounting
  • Define Currencies of Leading Ledger
  • Define and Activate Non-Leading Ledgers
  • Define Ledger Group
  • Entry view and General leader view for Financial accounting documents

Document Splitting

  • Define Segment
  • Assignment of Segment
  • Classify G/L Accounts for Document Splitting
  • Classify Document Types for Document Splitting
  • Define Zero-Balance Clearing Account
  • Define Document Splitting Characteristics for General Ledger Accounting
  • Define Document Splitting Characteristics for Controlling
  • Define Post-Capitalization of Cash Discount to Assets
  • Define Document Splitting Method
  • Define Document Splitting Rule
  • Assign Document Splitting Method
  • Define Business Transaction Variants

INTERGRATION WITH NEW GL

  • Integration with Account payables
  • Integration with Account receivables
  • Integration with Asset accounting
  • Integration with controlling
  • Integration with Martial Management