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 Duration 21 hours

Course Outline

Introduction to the Procurement Cycle

  • Complete workflow dynamics within SAP MM
  • Cross-module integration with Finance and Logistics
  • Identifying localization checkpoints at each stage

Foundational Configuration

  • System parameters for Brazilian compliance
  • Tax procedure mapping and integration
  • Assignment of local data schemas

Organizational Architecture

  • Definition of Plants, Storage Locations, and Purchasing Organizations
  • Establishing Legal Entities for accurate tax processing
  • Implications for financial reporting and fiscal documentation

Invoice Management (Nota Fiscal)

  • Analyzing document structures and mandatory data fields
  • Distinguishing between incoming (entrada) and outgoing (saída) NFs
  • Procedures for posting transactions and generating reports

Transaction J1BTAX Deep Dive

  • Navigating and interpreting the J1BTAX interface
  • Oversight of tax codes and condition records
  • Practical simulations and validation exercises

CFOP – Fiscal Operation Codes

  • Defining CFOP requirements and application contexts
  • Correlating CFOP with tax logic and reporting outputs
  • Identifying standard CFOP codes for MM operations

Tax Rights and VAT Setup

  • Recovering input taxes (ICMS/IPI)
  • Configuring VAT flows and accounting entries
  • Preparing for audits and continuous monitoring

Dynamic Tables and Tax Determination

  • Utilizing dynamic tables for automated tax calculation
  • Reviewing common tax conditions and critical decision points
  • Case studies: ICMS-ST, IPI, ISS, PIS, and COFINS

Master Data Optimization

  • Enhancing Vendor master data for localization needs
  • Configuring Material master fields for tax compliance
  • Maintaining Purchasing Info records with CFOP and tax relevance

Purchasing Workflows

  • Standard procurement processes (from PR to PO)
  • Executing Goods Receipt and Invoice Receipt (GR/IR)
  • Integrating tax scenarios with Nota Fiscal workflows

Intercompany Transfers

  • Handling cross-company code scenarios in Brazil
  • Managing legal invoice flows and fiscal document integrity
  • Coordinating integrations between SD and MM modules

Specialized Processes

  • Managing subcontracting and associated Nota Fiscal flows
  • Tracking consignment stock movements and tax implications
  • Administering returnable packaging logistics

Electronic Invoicing (NF-e) Overview

  • Generating and transmitting NF-e documents
  • Architecting integration via web services
  • Monitoring logs and resolving troubleshooting issues

CBT Appendix

  • Introduction to CBT (Brazilian Compliance Tax) add-ons
  • Defining functions, scope, and deployment strategies
  • Reviewing future roadmaps and localization updates

Recap and Path Forward

Requirements

  • Fundamental knowledge of SAP logistics or materials management workflows
  • Practical experience with SAP ERP or S/4HANA environments
  • Basic understanding of procurement and taxation principles

Intended Audience

  • Specialists in Materials Management and Procurement
  • SAP consultants focused on localization initiatives
  • IT and business analysts supporting SAP implementations in Brazil

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