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TTP Exercises Logistics - Solutions
TTP Exercises Logistics - Solutions
LOGISTICS
Customization Tools
GETTING STARTED
Log On to the SAP Business One (SBO) system and choose a database.
a. Start using SAP Business One by choosing Start SAP Business One.
b. In the window Welcome to SAP Business One enter the User Code and Password.
c. You get to the window Choose Company. Choose the OEC Computers UK.
d. Enter the default settings:
User ID : manager
Password: manager
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Option 1: Select Purchase Order. All purchase orders are displayed. Therefore, use the Filter function to
select the purchase orders only of the vendor V20000.
Option 2: Select Business Partners. All Business Partners display. Drag business partner V20000 to
Purchase Order, so you get only purchase orders for the vendor V20000.
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BP Type Customer
BP Code C1100
BP Name <Your School's Name>
Group Academe-customer
Contact Person <Your name, position, address and contact numbers>
Payment Terms 2P10Net30
Price List Regular Sales Price
BP Type Vendor
BP Code V1100
BP Name SM Supermalls
Group Wholesaler
Contact Person Account Manager, Mr. Kim Arano
G/F Valero Tower, Makati
923-3642; 0927 838 1434
Payment Terms Net30
Price List Regular Purchase Price
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BP Type Lead
BP Code L1100
BP Name Universal Robina Corporation
Group Manufacturer
Contact Person Director, Ms. Jaimie Lou Olidan
Alabang Muntinlupa
836-1442; 0930 923 2524
Payment Terms -Cash Basic-
Price List Regular Sales Price
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Vendor V23000
Posting Date <today’s date>
Item/Service type Service
Service Description Web Design Services
G/L Account Number Miscellaneous expenses
Total Price 2000
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PURCHASING PROCESS
B. Linking Goods Receipt PO (GRPO) to the previous Purchase Order (PO) - Copy To
1. Record the quantity received from the supplier.
Item No. Quantity
PR100 20
PR200 10
FD100 20
FD200 30
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Solution:
Purchase Order
1. Go to Purchasing A/P > Purchase Order
2. Enter the Vendor and Items
3. Update the Quantity of Items base on the given information
4. Add the Purchase Order
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5. To check the inventory status in the warehouse, click Last Data Record in the toolbar
6. Click the Link Arrow of the Item
7. In the Item Master Data Window, select Inventory Data tab
1. Go to Purchasing A/P > Purchase Order, click Last Data Record in the toolbar
2. In the Purchase Order window click Copy to > G. Receipt PO
3. Update the Quantity based on the given information
4. Add the GRPO
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5. To view the automatic journal entry made, click Last Data Record in the toolbar
6. Go to Accounting tab and click the link arrow in the Journal Remark
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SALES PROCESS
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3. Choose the Inventory Data Tab and fill-out the following information. Press Esc to exit the
window.
Item No. In Stock Committed Ordered Available
PR100
PR200
4. View the Journal Entries that were automatically generated by the system. Press Esc to exit the
window
5. Right-click on the mouse and choose Relationship Map from the list.
Solution:
Sales Order
1. Go to Sales A/R > Sales Order
2. Enter the Customer and Items
3. Update the Quantity of Items base on the given information
4. Add the Sales Order
5. To check the inventory status in the warehouse, click Last Data Record in the toolbar
6. Click the Link Arrow of the Item
7. In the Item Master Data Window, select Inventory Data tab
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Linking of SO to Delivery
1. Go to Sales A/R > Sales Order, click Last Data Record in the toolbar
2. In the Sales Order window click Copy to > Delivery
3. Update the Quantity based on the given information
4. Add the Delivery
5. To view the automatic journal entry made, click Last Data Record in the toolbar
6. Go to Accounting tab and click the link arrow in the Journal Remark
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INVENTORY
I. Create a new warehouse and enter the following information:
Field Name or Data Type Values
Warehouse Code 07
Warehouse Name <School’s Name>
Location Metro Manila
Street/City Makati City
Country Philippines
Solution:
Go to Administration > Setup > Inventory > Warehouses
II. You have 15 units of item C00005 that have been sent by suppliers as samples. Create a goods receipt
to receive them into the new warehouse.
Field Name or Data Type Values
Item No C00005
Quantity 15
Whse 07
Record the Goods Receipt number: ______________
Note: If the warehouse field does not appear, use Form Settings to add it to the
document. A default warehouse may be set in Form Settings, so the other
option is to restore the default settings.
Solution:
Go to Inventory > Inventory transactions > Goods Receipt
Enter the item and Qty
Use the form settings in the toolbar to make Whse visible and active
Add the goods receipt
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III. Add stock to the warehouse by sending 8 units of item C00008 from warehouse 01. Enter this
delivery in SAP Business One by using the Inventory Transfer transaction.
Field Name or Data Type Values
From warehouse 01
Item No C00008
To Warehouse 07
Quantity 8
Solution:
Go to Inventory > Inventory transactions > Inventory transfer
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IV. To check the quantity available in Warehouse 01 put the cursor in the To Warehouse field and choose
Ctrl+Tab. Record the Inventory Transfer Number: __________
V. There was a fire in the warehouse and 3 units of C00005 were so damaged that you will scrap these
units. Post a goods issue from the warehouse for this item.
Solution:
Go to Inventory > Inventory transactions > Goods Issue
Enter the item and Qty
Use the form settings in the toolbar to make Whse visible and active
Add the goods issue
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III. Select the pick list you created and enter the picked quantities.
V. Create manual delivery for your sales order directly from the pick and pack manager. Before adding
the deliveries make your packaging.
Solution:
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6. Tick the box of Open documents for picking then select the Release to Pick List
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7. Update the Pick List Details by entering your name in the Picker field and click Add. Notice that items were
transferred to Released drawer
8. For picking of items in the warehouse, Go to Invenoty > Pick and Pack > Pick List
9. Enter the Pick Number and click Find
10. In the Picked column, enter the Quantity picked in the warehouse. Click Update then OK
11. Go back to the Pick and Pack Manager and notice the items were transferred to Picked drawer.
12. Tick and box and select Create > Manual Delivery
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PRICING
I. Inventory Price List
Solution:
1. Go to Inventory > Item Master Data
2. Enter C00001 in the Item Number field and click Find
B. Change the Price List of C20000 (Norm Thomson) to Small Accounts Sales Price.
Solution:
1. Go to Business Partners > Business Partner Master Data
2. Enter C20000 in the Code field and click Find
3. Select Payment Terms tab and change the Price List to Small Accounts Sales Price
4. Update the Master Data
Solution:
1. Go to Sales A/R > Sales Order
2. Select C20000 in the Customer field and C00001 in the Item No. field
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3. Unit price was computed based on the factors set in the Inventory > Price List > Price Lists.
Since the Price List of C20000 was set as Small Accounts Sales Price which is 1.75 of base
price, Unit Price in the SO will be computed as 200 (Base Price) x 1.75 (Factor) which will
result to 350
A. Create the period discount for Small account sales price customers for items C00001, C00002, &
C00003.
B. Under the Period Discount window select the date with the range of 5 days. Enter 20 in the discount
column.
C. Open Volume Discount window and enter the following:
Qty: 5 Discount: 30
Qty: 10 Discount: 50
D. Create Sales Order for Norm Thompson with items of C00001, C00002, & C00003
Solution:
1. Go to Inventory > Price List > Period and Volume Discounts
2. Select the SmallAccounts SalesPrice in the Price List
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8. To copy the period and volume discount set for C00001 to C00002 & C00003, click Copy
Discounts and Confirm the System Message
9. Update the Period Discounts and Add the Period and Volume Discounts
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10. Create Sales Order by going to Sales A/R > Sales Order
11. Select Norm Thomson for Customer and C00001, C00002 & C00003 for items. Notice that all
items will have automatic discount of 20% because of the period discount. Change Quantity
of the the items to check the Volume Discount
Solution:
1. Go to Inventory > Item Master Data
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2. Enter C00001 in the Item Number then click Find. Note the Item Goup which is “Items”
3. To view the Item Group of C00002 & C00003, just click Next Record from the Toolbar
4. To assign group discount, go to Inventory > Price List > Special Prices > Discount Groups
5. Select C20000 in BP Code and assign 40 in Discount % of Items Group
6. Add the Discount Groups
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Solution:
1. Go to Inventory > Price List > Special Prices > Special Prices for Business Partners
2. For BP Code, select C20000
3. Item no. select C00001, C00002 & C00003
4. Input the Discount base on the given data above
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11. Create Sales Order by going to Sales A/R > Sales Order
12. Select Norm Thomson for Customer and C00001, C00002 & C00003 for items. Notice that all
items will have automatic discount. Change the Quantity to check the Volume Discount
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PRODUCTION
I. Add the following items for Production:
Issue
Item Number Description Unit Price Type Qty
Method
RP100 Radio - Inventory, Sales
RP200 Knob 20 Inventory, Sales, Purchase Backflush 2
RP300 Case 50 Inventory, Sales, Purchase Backflush 1
RP400 FIN CKT Board - Phantom 1
RP401 DIODE 20uF 10 Inventory, Sales, Purchase Manual 2
RP402 Resistor 30 Inventory, Sales, Purchase Manual 3
RP403 RAW CKT Board 10 Inventory, Sales, Purchase Manual 1
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Add the Issue for Production and confirm the system message
Close the Issue for Production window
Choose in the Type column of Receipt from Production window if it is Complete or Reject
Add the Recept from Production & confirm the system message
Close the Receipt from Production Window
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II. Forecast:
Item 5 days from 9 days from 14 days from 18 days from
Description
Number today today today today
RP100 Radio 8 10 15 25
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Create New Scenario, Scenario Name and Description will be Radio then click Next
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Start date <1st day of today’s month> and End date <30 days from today> then click Next
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To view the created Purchase Order, go to Purchasing A/P > Purchase Order
Click Last Data Record from the Toolbar
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