# SAP Order to Cash (SD) Health Assessment > Source: https://netray.co/tools/sap-order-to-cash-sd-health-assessment > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer Eight questions that score how well your SAP SD order to cash design and operation hold up, with recommendations by band. ## Category sap ## Erp SAP ECC / S/4HANA ## Audience - SAP SD consultant - Order to cash process owner - SAP product owner ## Tool **Kind:** assessment **Questions:** #### How are prices maintained and controlled? **Help:** Think about condition records, validity dates and who may change them. **Options:** ##### Maintained in multiple places with no clear owner **Score:** 0 ##### One team maintains them, but no regular review **Score:** 2 ##### Clear owner, change approval and a periodic review of expired or overlapping records **Score:** 4 #### How often do users override prices or discounts manually on orders? **Options:** ##### Often, and it is not tracked **Score:** 0 ##### Sometimes, tracked in an occasional report **Score:** 2 ##### Rarely, with a report on overrides reviewed regularly **Score:** 4 #### How are blocked orders (credit, delivery, billing) handled? **Options:** ##### Found when a customer complains **Score:** 0 ##### Reviewed by someone when they remember **Score:** 2 ##### Daily worklist with owners and ageing targets **Score:** 4 #### How well documented and tested is copy control? **Options:** ##### Unknown, changes are made as problems appear **Score:** 0 ##### Documented partly, tested only for main flows **Score:** 2 ##### Documented and regression tested for all order, delivery and billing flows **Score:** 4 #### How reliable is output (confirmations, delivery notes, invoices)? **Options:** ##### Frequent failures or manual resends **Score:** 0 ##### Occasional failures found by users **Score:** 2 ##### Output errors are monitored and resolved the same day **Score:** 4 #### How do you manage billing documents that do not post to accounting? **Options:** ##### Finance finds them at period end **Score:** 0 ##### Checked weekly, causes not analysed **Score:** 2 ##### Checked daily with root causes tracked and fixed in config or master data **Score:** 4 #### How good is master data for customers and materials in the sales views? **Options:** ##### Frequent errors in partners, payment terms or tax data **Score:** 0 ##### Some validation, but errors still reach orders **Score:** 2 ##### Controlled creation with approval and regular quality reports **Score:** 4 #### How easily can the sales team get answers on order status and history? **Options:** ##### Needs a ticket to IT or a consultant **Score:** 0 ##### Standard reports for some questions, rest needs help **Score:** 2 ##### Self-service reports or apps cover most questions **Score:** 4 **Bands:** #### At risk **Min:** 0 **Max:** 35 **Verdict:** Your order to cash design depends on individuals and manual checks. Revenue leakage and customer issues are likely. **Recommendations:** - Start with a daily blocked order worklist and an owner for each block type - Review expired and overlapping condition records - Set up a billing documents blocked for accounting check (VFX3) with a daily owner #### Working but fragile **Min:** 36 **Max:** 65 **Verdict:** The main flows work, but monitoring and documentation are uneven, and changes carry risk. **Recommendations:** - Document copy control and build a regression test set - Report on price overrides and review the largest ones - Monitor output failures and set a same day target #### Solid **Min:** 66 **Max:** 85 **Verdict:** Your process is controlled. The next gains come from self-service reporting and reducing manual effort. **Recommendations:** - Give sales and customer service self-service status views - Automate exception reports for margin and discount outliers - Review master data quality KPIs quarterly #### Well run **Min:** 86 **Max:** 100 **Verdict:** You show strong control across pricing, blocks, billing and data. Keep it that way through change control. **Recommendations:** - Keep regression tests current when you change configuration - Review authorizations and segregation of duties yearly - Check for Fiori apps and released APIs that replace custom reports ## Content **Intro:** Order to cash problems in SAP SD tend to be quiet: a wrong price, an unnoticed block, an invoice that never posted. This short assessment scores eight areas that decide whether your SD process is under control. **Sections:** #### How to use the assessment **Body:** Answer based on what actually happens, not on what the process document says. Ideally have a key user, a finance colleague and an SD consultant answer together, since each sees a different part. Your score is a percentage of the maximum, and the band gives a short verdict and three actions to start with. #### What the questions measure **Body:** The questions cover pricing control, price overrides, blocked orders, copy control, output, billing to accounting, master data and reporting access. They were chosen because they are where SD processes typically leak money or time, and they can be fixed with configuration, monitoring and ownership rather than with new software. #### Limits of a self-assessment **Body:** A self-assessment shows where to look, not what is wrong. Follow up with data: count blocked orders by age, list billing documents not posted to accounting, and compare discounts with the price lists. A low score on one question with a high score elsewhere points to a single focused project rather than a redesign. **Cta:** If you want these checks run as data queries on your SAP system, with read-only access, Netray can scope a short review. Ask for it below. **Faq:** #### What is SAP order to cash? **Answer:** Order to cash is the process from receiving a customer order to receiving payment. In SAP it spans SD for the order, delivery and billing, Materials Management and Warehouse for stock movement, and Financial Accounting for accounts receivable and payment. #### How do I find price overrides in SAP SD? **Answer:** Compare condition records against the conditions on documents. Manual conditions appear in KONV on ECC or PRCD_ELEMENTS on S/4HANA with the manual change indicator set. A report on those rows by user and amount is a good starting point. #### How many blocked orders is normal? **Answer:** There is no fixed number. What matters is that every block has an owner, a reason and an age target, and that orders do not sit blocked for days unnoticed. Track the count and the average age by block type each week. #### Do I need a consultant to run this assessment? **Answer:** No. The assessment is designed for process owners to answer themselves. A consultant becomes useful when you want to verify the answers with data from the system and to design fixes for the weak areas. ## Search terms sap sd health check, sap order to cash assessment, sap sd process review, sap sd optimization, o2c sap maturity, sap sd audit questions, sap sd pricing review, sap sd improvement --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json