SAP Materials Management and Localization Alignment

• An understanding of SAP logistics or materials management processes
• Experience working with SAP ERP or S/4HANA
• Familiarity with procurement and taxation principles

Audience

• Materials Management and Procurement professionals
• SAP consultants involved in localization projects
• IT and business analysts supporting SAP Brazil implementations

SAP ERP and SAP S/4HANA support country-specific requirements through localization features. In Brazil, these include extensive tax logic, document handling, and integration with government systems such as electronic invoicing.

This instructor-led, live training (online or onsite) is aimed at professionals who wish to align Brazil’s localization requirements with SAP’s Materials Management (MM) processes in both SAP ERP and S/4HANA Enterprise Management environments.

By the end of this training, participants will be able to:

• Understand the Brazilian localization impact on procurement and inventory processes.
• Configure and use key tax-related features such as J1BTAX, CFOP, and VAT handling.
• Process and manage Nota Fiscal, including integration with electronic invoicing (NF-e).
• Support intercompany and special logistics scenarios while maintaining localization compliance.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Overview of the Procurement Cycle

• End-to-end flow in SAP MM
• Integration with Finance and Logistics
• Localization considerations at each step

Basic Configuration

• System settings for Brazilian localization
• Tax procedure integration
• Local schema assignment

Organizational Structure

• Plant, storage location, purchasing organization
• Legal entity setup for tax handling
• Impact on reporting and fiscal documents

Invoice (Nota Fiscal)

• Document structure and required data
• Types of NF: entrada vs. saída
• Posting and reporting procedures

Transaction J1BTAX

• Accessing and understanding J1BTAX
• Managing tax codes and conditions
• Simulation and validation examples

CFOP – Fiscal Operation Code

• What is CFOP and when is it required
• Integration with tax logic and reports
• Common CFOP codes for MM processes

Tax Rights and VAT Configuration

• Input tax recovery (ICMS/IPI)
• VAT setup and accounting flow
• Monitoring and audit-readiness

Dynamic Table and Taxes

• Tax determination via dynamic tables
• Common tax conditions and decision points
• Examples: ICMS-ST, IPI, ISS, PIS, COFINS

Master Data

• Vendor master data for localization
• Material master fields for tax handling
• Purchasing info records with CFOP and tax relevance

Purchasing Processes

• Standard purchasing (PR to PO)
• Goods receipt and invoice receipt (GR/IR)
• Tax scenarios and NF integration

Intercompany Transfers

• Cross-company code scenarios in Brazil
• Legal invoice flow and fiscal document handling
• Integration with SD and MM modules

Special Processes

• Subcontracting and Nota Fiscal flow
• Consignment stock movements and taxes
• Returnable packaging management

Overview of Electronic Invoicing – NF-e

• NF-e generation and transmission
• Integration architecture and web services
• Monitoring, logs, and troubleshooting

CBT Appendix

• Overview of CBT (Brazilian Compliance Tax) add-ons
• Functions, scope, and implementation strategy
• Future roadmap and localization updates

Summary and Next Steps