Chp no 07:

*Sales/ AR Process in SAP*:

1- Click on the Sales/ AR Module

2- Click to Sales Quotation

3- Select Customer Name from LOV (If already exists) otherwise create a new customer by clicking
the LOV and then clicking on new

Enter customer code, Customer name, customer type, etc

4- Then click on to add button

5- Select the customer’s desired product/ item in the item field from LOV (if already exists), if a new
item, then click on the new item in LOV and click on the new button

Enter the Item Code, Item Name, and item type (i.e. Item, Labour, Travel)

6- Enter required fields on the form (like required date, delivery date, quantity, price, etc

7- Then click on to Add button

8- Click on the previous record then

9- Click on copy to button and choose copy to sales order option (if need any changes on the sales
order change it) otherwise

10- In a new window click on the add button

11- Then click on the previous button

12- Then Click on copy to button and choose the copy to Delivery option if need any changes to the
delivery order change it) otherwise

13- Then click on to Add button

14- Then click on the previous record

15- Then click on AR return (if customer goods return to you), enter a returned item in the quantity
column

16- Otherwise click on the previous record

17- Then Click on the copy to button and choose a copy to AR Down payment option (if received any
advance from the customer)

18- Then click the add button

19- Otherwise Click on copy to button and choose copy to AR Invoice option (Add tax code on the
invoice level (if you did not enter it on any previous document)

20- Then click on to Add button

21- Then Click on copy to button and choose a copy to AR credit Memo option (if any goods were
returned by the customer after generating the invoice)

22- Then click on to Add button

23- Right-click on open space in invoice form after clicking the previous record and see your
relationship map.

Chp no 08:

*Purchase/ AP Process in SAP*:

1- Click on the Purchase/ AP Module

2- Click to Purchase Quotation

3- Select Supplier Name from LOV (If already exists) otherwise create a new Supplier by clicking the
LOV and then clicking on new

Enter Vendor code, vendor name, Vendor type, etc

4- Then click on to add button

5- Select your desired product/ item in the item field from LOV (if already exists), if a new item,
then click on the new item in LOV and click on the new button

Enter the Item Code, Item Name, and item type (i.e. Item, Labour, Travel)

6- Enter required fields on the form (like required date, quoted date, required quantity, quoted
quantity, price, etc

7- Then click on to Add button

8- Click on the previous record then

9- Click on copy to button and choose copy to Purchase order option (if need any changes on the
sales order change it) otherwise

10- In a new window click on the add button

11- Then click on the previous button

12- Then Click on copy to button and choose the copy to Goods receipt PO option if need any
changes to the delivery order change it) otherwise

13- Then click on to Add button

14- Then click on the previous record

15- Then click on AR return (if you return goods to the supplier), enter a returned item in the
quantity column

16- Otherwise click on the previous record

17- Then Click on the copy to button and choose a copy to AP Down payment option (if paid advance
to supplier)

18- Then click the add button

19- Otherwise Click on copy to button and choose copy to AP Invoice option (Add tax code on the
invoice level (if you did not enter it on any previous document)

20- Then click on to Add button

21- Then Click on copy to button and choose a copy to AP credit Memo option (if any goods were
returned by the customer after generating the invoice)

22- Then click on to Add button

23- Right-click on open space in invoice form after clicking the previous record and see your
relationship map.

Chp no 11:

*Inventory Process in SAP*:

1- Click on the Inventory Module

2- Click to Item Master data

3- Create new master data

4- Click to add option

5- Enter Item No

6- Enter Description (Item Description)

7- Item Foreign Name

8- Item Group

9- Item Type

10- Price List

11- Enable Inventory Item

12- Enable Sales Item

13- Enable Purchase Item

14- Enable Fixed Assets (if company’s requirement) otherwise not enable

*Other Optional Field*

15- Click to Purchase Data Tab

16- Select preferred Vendor/Supplier

17- Click to Sales Data Tab

18- Enter Sales Unit of Measure

19- Click to Inventory Data Tab

20- Setting up G/L Account by (Warehouse/Item Group/Item Level)

21- Select warehouse

22- Enter Inventory UoM

23- Choose Validation Method (Default for Moving Average, change if you need)

24- Click to Planning Data Tab

25- Choose planning method (MR/None)

26- Click to properties Tab

27- (Enter properties as per organization need)

28- Click to remarks Tab

29- Enter remarks as you want

30- Click to Attachment Tab

31- Browse and attached document you required

32- If you want to display attachment, then you click on display

33- If you not required this attachment, you may deleted

34- Then click to update button below left corner of the form (now your all data will update)

35- On below corner following message will appeared:

36- “Operation completed successfully”

37- Then click to Ok button

**SAP Complete Installation Steps**:

1- Install AVAST Antivirus

2- Install Win RAR (If not install on your PC)

*Watch SQL Installation Final Video*

3- Go to control Panel and click on Programs features

 4- Click to turn windows features on or off
5- Click to “Plus” icon on left side of “Internet information service”

And enabled features one by one in each sub-component up to World Wide Web Services (Last
component is

Security)

6- Disable Avast antivirus until restart computer/ disable permanently

7- Go to control Panel and click on systems and security
8- Click to Windows firewall (and turn all fire wall) both home and private
9- Unzip the SQL Server then follow the instruction as SQL Installation Final Video

10-Makesure use the SQL Server name same as your system name (and also password of your system
where ask any password)

10- After successful installation of SQL Server (Run services of SQL management studioin window
search bar)

*Follow the SAP installation video*

12- Unzip the SAP Installer (But make sure before unzip AVAST/ any antivirus disabled and widows
firewall are off)

13-Go to Packages Folder

14-Install the SAP Server Tool

15-Run the Services of “Service Manager”

16-Select Licience Manager in Service instead of SBO Backup

17-Enable the Start When Operating system restart

18-Click on “Red Button” and then click on “green Arrow”

19-Then Go to setting and click on set button and then

20-Click on OK button (If successful message received) otherwise again reset the port

21-Install the Server (SAP Server)

22-Install the Client

23-Start the SAP application with created icon on your systems desktop.