Professional Documents
Culture Documents
EXERCISE WORKBOOK
FOR STUDENT 9
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 1 / 41
Table of Contents
1. Customer BP Master Data.......................................................................................................................4
Exercise 1.1..............................................................................................................................................4
2. Vendor BP Master Data...........................................................................................................................5
Exercise 2.1..............................................................................................................................................5
3. Item Master Data.....................................................................................................................................6
Exercise 3.1..............................................................................................................................................6
4. Purchase Process.....................................................................................................................................7
Exercise 4.1..............................................................................................................................................7
Exercise 4.2..............................................................................................................................................8
Exercise 4.3..............................................................................................................................................9
Exercise 4.4............................................................................................................................................10
Exercise 4.5............................................................................................................................................11
5. Sales Process.........................................................................................................................................12
Exercise 5.1............................................................................................................................................12
Exercise 5.2............................................................................................................................................13
Exercise 5.3............................................................................................................................................14
Exercise 5.4............................................................................................................................................15
Exercise 5.5............................................................................................................................................16
6. New Warehouses...................................................................................................................................17
Exercise 6.1............................................................................................................................................17
7. New Item Group....................................................................................................................................18
Exercise 7.1............................................................................................................................................18
8. Items Managed by Batches....................................................................................................................19
Exercise 8.1............................................................................................................................................19
9. Items Managed by Serial Numbers........................................................................................................20
Exercise 9.1............................................................................................................................................20
10. Pick and Pack.......................................................................................................................................21
Exercise 10.1..........................................................................................................................................21
Exercise 10.2..........................................................................................................................................22
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 2 / 41
Exercise 10.3.............................................................................23
Exercise 10.4..........................................................................................................................................24
Exercise 10.5..........................................................................................................................................25
11. Period and Volume Discount...............................................................................................................26
Exercise 11.1..........................................................................................................................................26
Exercise 11.2..........................................................................................................................................27
Exercise 11.3..........................................................................................................................................28
12. Good Receipt & Good Issue.................................................................................................................29
Exercise 12.1..........................................................................................................................................29
Exercise 12.2..........................................................................................................................................30
Exercise 12.3..........................................................................................................................................31
Exercise 12.4..........................................................................................................................................32
13. Sales Opportunities.............................................................................................................................33
Exercise 13.1..........................................................................................................................................33
Exercise 13.2..........................................................................................................................................35
14. Services................................................................................................................................................37
Exercise 14.1..........................................................................................................................................37
15. Production Process..............................................................................................................................38
Exercise 15.1..........................................................................................................................................38
Exercise 15.2..........................................................................................................................................40
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 3 / 41
Header
Code: CU00009
BP Type Customer
Name John
Group Large Accounts
General
Tel No: 68935687
Mobile Phone: 90367836934
E-Mail John@yahoo.com
Contact Person
Contact ID: JL-846
First Name: Maria
Title: Ms.
Middle Name: Atienza
Last Name: Lunar
Address: Masbate
Telephone No: 58934570
Mobile Phone: 90234321567
E-Mail Maria@yahoo.com
Payment Term
Payment Terms: Net 60
Price List: Regular Sales Price
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 4 / 41
Header
Code: SU00009
BP Type Vendor
Name Anacel Fruit Cart
Group Suppliers
General
Tel No: 63635252
Mobile Phone: 94444222211
E-Mail anacel@yahoo.com
Contact Person
Contact ID: AD-454
First Name: Jiro
Title: Mr.
Middle Name: Salvador
Last Name: Anderson
Address: Palawan
Telephone No: 87875454
Mobile Phone: 95421212154
E-Mail jiro@gmail.com
Payment Term
Payment Terms: Net 30
Price List: Base Price
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 5 / 41
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 6 / 41
4. Purchase Process
Exercise 4.1
Perform the whole purchase process on this transaction:
Input the required information, use the selection list when available:
Vendor: SU00009
Name: Anacel Fruit Cart
Posting Date: Date Today
Item No: IM00041
Quantity: 30 each
Click Add to save the document. Screenshot the complete relationship Map of the Purchase Process.
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 7 / 41
Exercise 4.2
Perform the whole purchase process on this transaction:
Input the required information, use the selection list when available:
Vendor: SU00009
Name: Anacel Fruit Cart
Posting Date: Date Today
Item No: IM00042 and IM00043
Quantity: 59 each
Click Add to save the document. Screenshot the complete relationship Map of the Purchase Process.
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 8 / 41
Exercise 4.3
Perform the whole purchase process on this transaction:
Input the required information, use the selection list when available:
Vendor: SU00009
Name: Anacel Fruit Cart
Posting Date: Date Today
Item No: IM00041, IM00044 and IM00045
Quantity: 10 each
Click Add to save the document. Screenshot the complete relationship Map of the Purchase Process.
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 9 / 41
Exercise 4.4
Perform the whole purchase process on this transaction:
Input the required information, use the selection list when available:
Vendor: SU00009
Name: Anacel Fruit Cart
Posting Date: Date Today
IM00042, IM00043, IM00044 and
Item No: IM00045
Quantity: 5 each
Click Add to save the document. Screenshot the complete relationship Map of the Purchase Process.
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 10 / 41
Exercise 4.5
Perform the whole purchase process on this transaction:
Input the required information, use the selection list when available:
Vendor: SU00009
Name: Anacel Fruit Cart
Posting Date: Date Today
IM00041, IM00042, IM00043, IM00044 and
Item No: IM00045
Quantity: 20 each
Click Add to save the document. Screenshot the complete relationship Map of the Purchase Process.
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 11 / 41
5. Sales Process
Exercise 5.1
Perform the whole sales process on this transaction:
Input the required information, use the selection list when available:
Vendor: CU00009
Name: John
Posting Date: Date Today
Item No: IM00041
Quantity: 28 each
Click Add to save the document. Screenshot the complete relationship map of the Sales Process.
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 12 / 41
Exercise 5.2
Perform the whole sales process on this transaction:
Input the required information, use the selection list when available:
Vendor: CU00009
Name: John
Posting Date: Date Today
Item No: IM00042 and IM00043
Quantity: 57 each
Click Add to save the document. Screenshot the complete relationship map of the Sales Process.
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 13 / 41
Exercise 5.3
Perform whole sales process on this transaction:
Input the required information, use the selection list when available:
Vendor: CU00009
Name: John
Posting Date: Date Today
IM00041, IM00044 and
Item No: IM00045
Quantity: 8 each
Click Add to save the document. Screenshot the complete relationship map of the Sales Process.
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 14 / 41
Exercise 5.4
Perform the whole sales process on this transaction:
Input the required information, use the selection list when available:
Vendor: CU00009
Name: John
Posting Date: Date Today
IM00042, IM00043, IM00044
Item No: and IM00045
Quantity: 3 each
Click Add to save the document. Screenshot the complete relationship map of the Sales Process.
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 15 / 41
Exercise 5.5
Perform the whole sales process on this transaction:
Input the required information, use the selection list when available:
Vendor: CU00009
Name: John
Posting Date: Date Today
IM00041, IM00042, IM00043,
Item No: IM00044 and IM00045
Quantity: 18 each
Click Add to save the document. Screenshot the complete relationship map of the Sales Process.
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 16 / 41
6. New Warehouses
Exercise 6.1
Add the following items:
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 17 / 41
Toothbrush
Swim Wear
Clothes
Flowers
Pipes
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 18 / 41
Header
Item No. B00009
Description G-Tech 0.1
Item Group Ballpens
Unit Price 70
Manage Item By Batches
Management Method On every Transaction
Item No. B0009A
Description Sandisk 32GB
Item Group Flash drives
Unit Price 800
Manage Item By Batches
Management Method On every Transaction
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 19 / 41
Header
Item No. SN00009
Description Lenovo Yoga 530 14
Item Group Laptop
Unit Price 25,990
Manage Item By Serial Numbers
Management Method On every Transaction
Item No. SN0009A
Description Lenovo Ideapad S10
Item Group Laptop
Unit Price 5,999
Manage Item By Serial Numbers
Management Method On every Transaction
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 20 / 41
Purchase Items:
Vendor: SU00009
Name: Anacel Fruit Cart
Posting Date: Date Today
Item No: All items on Item Master Data Tab
Quantity: 50 each
Click Add to save the document. Screenshot the complete relationship Map of the Purchase Process.
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 21 / 41
Exercise 10.2
Create a Sales Order using information Below:
Customer: CU00033
Name: Charlene
Posting Date: Date Today
Item No: IM00033
Quantity: 20
Click Add to save the document. Complete the whole Pick and Pack Process. Screenshot the Packing Slip
of this transaction.
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 22 / 41
Exercise 10.3
Create Sales Order using the Information below:
Customer: CU00034
Name: Christine
Posting Date: Date Today
Item No: IM00034
Quantity: 20
Click Add to save the document. Complete the whole Pick and Pack Process. Screenshot the Packing Slip
of this transaction.
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 23 / 41
Exercise 10.4
Create Sales Order using Information below:
Customer: CU00035
Name: Cyrill
Posting Date: Date Today
Item No: IM00035
Quantity: 20
Click Add to save the document. Complete the whole Pick and Pack Process. Screenshot the Packing Slip
of this transaction.
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 24 / 41
Exercise 10.5
Create Sales Order using Information:
Customer: CU00036
Name: Aaron
Posting Date: Date Today
Item No: IM00036
Quantity: 20
Click Add to save the document. Complete the whole Pick and Pack Process. Screenshot the Packing Slip
of this transaction.
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 25 / 41
IM00041
15 days 20% 30 10%
IM00042
Create Sales Order for CU00009 with items IM00041 and IM00042
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 26 / 41
Exercise 11.2
Create period and volume discounts for the following items:
IM00043
30 days 25% 50 20%
IM00044
Create Sales Order for CU00009 with items IM00043 and IM00044
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 27 / 41
Exercise 11.3
Create period and volume discounts for the following items:
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 28 / 41
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 29 / 41
Exercise 12.2
Goods Receipt
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 30 / 41
Exercise 12.3
Goods Issue
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 31 / 41
Exercise 12.4
Goods Issue
IM00043 60
IM00044 70
IM00045 50
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 32 / 41
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 33 / 41
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 34 / 41
Exercise 13.2
Create a Sales Opportunity for L00018
Add a Lead Business Partner
Code L00018
BP Type Lead
Name Cristine Samson
Group Individual
Contact Person Cristrine Samson
Mobile Number +231-114-6455
Create Opportunity
Opportunity Type Sales
Business Partner L00018
Potential
Predicted Closing in 40 days
Potential Amount PHP 160,000
Stages
Stage 1
Start Date Date Today
Closing Date Start Date of Stage 1
Stage Lead
Activity Phone Call
Stage 2
Start Date 2 days after Stage 1
Closing Date Start Date of Stage 2
Stage 1st Meeting
Activity Meeting
Stage 3
Start Date 4 days after Stage 2
Closing Date Start Date of Stage 3
Stage Negotiation
Activity Meeting
Stage 4
Start Date 2 days after Stage 3
Closing Date Start date of Stage 4
Stage Order
Activity Meeting
Click Add. Produce Opportunities Pipeline
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 35 / 41
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 36 / 41
14. Services
Exercise 14.1
Record a Service Call based on the details below :
Service Call Type Sales
BP Code CU00009
Item IM00009
General
Origin Telephone No.
Problem Type Functional
Activities
Activity Phone Call
Duration 12 minutes
Priority Normal
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 37 / 41
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 38 / 41
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 39 / 41
Exercise 15.2
2. Add the following items on the Item Master
Data
Item No. PR180000
Description Mobile Charger
Item Group Finished Goods
Input the screenshot (Bill of Materials of PR180000 and Receipt from Production) of your output here:
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 40 / 41
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
Page 41 / 41