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Course Outline

Overview of the Procurement Lifecycle

  • Comprehensive workflow within SAP Materials Management (MM)
  • Synergy with Financial Accounting and Logistics functions
  • Localized requirements applicable at each phase for government operations

Fundamental Configuration Parameters

  • System configurations tailored to Brazilian regulatory standards
  • Incorporation of tax determination procedures
  • Assignment of local fiscal schemas

Organizational Framework

  • Definition of plants, storage locations, and purchasing organizations
  • Legal entity structures designed to support tax compliance
  • Implications for financial reporting and official documentation

Invoice (Nota Fiscal) Processing

  • Document structure and mandatory data elements
  • Classification of NF types: inbound versus outbound transactions
  • Posting methods and fiscal reporting protocols

Transaction J1BTAX Management

  • Navigating and interpreting the J1BTAX interface
  • Maintenance of tax codes and condition records
  • Examples demonstrating simulation and validation procedures

CFOP – Fiscal Operation Code

  • Definition and application scenarios for CFOP
  • Alignment with fiscal logic and reporting mechanisms
  • Frequently utilized CFOP codes within Materials Management workflows

Tax Entitlements and VAT Configuration

  • Recovery mechanisms for input taxes (ICMS/IPI)
  • VAT configuration and associated accounting trajectories
  • Maintenance of monitoring controls and audit readiness for government audits

Dynamic Tables and Tax Determination

  • Tax calculation logic executed via dynamic tables
  • Identification of common tax conditions and decision nodes
  • Illustrative examples: ICMS-ST, IPI, ISS, PIS, COFINS

Master Data Management

  • Vendor master data requirements for local compliance
  • Material master attributes relevant to tax processing
  • Purchasing information records configured with CFOP and tax parameters

Purchasing Operations

  • Standard procurement lifecycle (Purchase Requisition to Purchase Order)
  • Goods receipt and invoice receipt (GR/IR) clearing processes
  • Tax scenarios and integration with fiscal documentation

Intercompany Transfers

  • Cross-company code transactions within the Brazilian context
  • Legal invoicing procedures and fiscal document handling
  • Synchronization between Sales and Distribution (SD) and MM modules

Special Procurement Processes

  • Subcontracting workflows and corresponding Nota Fiscal requirements
  • Tax implications for consignment stock movements
  • Management of returnable packaging assets

Overview of Electronic Invoicing (NF-e)

  • Procedures for generating and transmitting NF-e documents
  • Integration architecture utilizing web services
  • Monitoring capabilities, log management, and troubleshooting protocols

CBT Addendum

  • Introduction to CBT (Brazilian Compliance Tax) supplementary modules
  • Functional scope and deployment strategy for government applications
  • Strategic roadmap and upcoming localization updates

Summary and Strategic Next Steps

Requirements

  • Knowledge of SAP logistics and materials management workflows
  • Practical experience with SAP ERP or S/4HANA systems
  • Understanding of procurement regulations and tax compliance frameworks

Intended Audience

  • Professionals specializing in Materials Management and Procurement
  • SAP consultants engaged in localization initiatives for government
  • IT and business analysts supporting SAP implementations within Brazil
 21 Hours

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