Professional Documents
Culture Documents
EXERCISE WORKBOOK
FOR STUDENT 16
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 / 43
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 / 43
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 / 43
Header
Code: CU00016
BP Type Customer
Name Maribel
Group Large Accounts
General
Tel No: 35467908
Mobile Phone: 93567470456
E-Mail Maribel@gmail.com
Contact Person
Contact ID: MP-134
First Name: Joseph
Title: Mr.
Middle Name: Lontoc
Last Name: Garcia
Address: Makati
Telephone No: 35476980
Mobile Phone: 93355267789
E-Mail Joseph@gmail.com
Payment Term
Payment Terms: Net 30
Price List: Sales Price Student 15
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 / 43
Header
Code: SU00016
BP Type Vendor
Name Glenn Fine Furniture
Group General Suppliers
General
Tel No: 55221111
Mobile Phone: 95566220011
E-Mail glenn@gmail.com
Contact Person
Contact ID: JG-777
First Name: Allysa
Title: Ms.
Middle Name: Castillo
Last Name: Villanueva
Address: Mindanao
Telephone No: 99521546
Mobile Phone: 92145598712
E-Mail allysa@yahool.com
Payment Term
Payment Terms: Net 60
Price List: Regular Purchase 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 / 43
Item
Item No. Description Grou Unit Price
p
IM00076 8GB Flash Drive v3.0 Items 615
IM00077 FSP Raider II 650W Power Supply Items 4000
IM00078 1 Pair PUBG Mobile Controller Gamepad Items 63
IM00079 AKG Microphone Items 3249
IM00080 Logitech G413 Carbon Backlit Mechanical Gaming Keyboard Items 3995
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 / 43
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: SU00016
Name: Glenn Fine Furniture
Posting Date: Date Today
Item No: IM00076
Quantity: 18 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 / 43
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 / 43
Exercise 4.2
Perform the whole purchase process on this transaction:
Input the required information, use the selection list when available:
Vendor: SU00016
Name: Glenn Fine Furniture
Posting Date: Date Today
Item No: IM00077 and IM00078
Quantity: 34 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 / 43
Exercise 4.3
Perform the whole purchase process on this transaction:
Input the required information, use the selection list when available:
Vendor: SU00016
Name: Glenn Fine Furniture
Posting Date: Date Today
Item No: IM00076, IM00079 and IM00080
Quantity: 19 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 / 43
Exercise 4.4
Perform the whole purchase process on this transaction:
Input the required information, use the selection list when available:
Vendor: SU00016
Name: Glenn Fine Furniture
Posting Date: Date Today
IM00077, IM00078, IM00079 and
Item No: IM00080
Quantity: 27 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 / 43
Exercise 4.5
Perform the whole purchase process on this transaction:
Input the required information, use the selection list when available:
Vendor: SU00016
Name: Glenn Fine Furniture
Posting Date: Date Today
IM00076, IM00077, IM00078, IM00079 and
Item No: IM00080
Quantity: 27 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 12 / 43
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: CU00016
Name: Maribel
Posting Date: Date Today
Item No: IM00076
Quantity: 16 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 / 43
Exercise 5.2
Perform the whole sales process on this transaction:
Input the required information, use the selection list when available:
Vendor: CU00016
Name: Maribel
Posting Date: Date Today
Item No: IM00077 and IM00079
Quantity: 32 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 / 43
Exercise 5.3
Perform whole sales process on this transaction:
Input the required information, use the selection list when available:
Vendor: CU00016
Name: Maribel
Posting Date: Date Today
IM00076, IM00079 and
Item No: IM00080
Quantity: 17 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 / 43
Exercise 5.4
Perform the whole sales process on this transaction:
Input the required information, use the selection list when available:
Vendor: CU00016
Name: Maribel
Posting Date: Date Today
IM00076, IM00077, IM00079
Item No: and IM00080
Quantity: 25 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 / 43
Exercise 5.5
Perform the whole sales process on this transaction:
Input the required information, use the selection list when available:
Vendor: CU00016
Name: Maribel
Posting Date: Date Today
IM00076, IM00077, IM00078,
Item No: IM00079 and IM00080
Quantity: 25 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 17 / 43
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 18 / 43
Accessory Organizer
Storage Bins
Pillows
Routers
Network Switchs
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 / 43
Header
Item No. B00016
Description Laptop Case 001
Item Group Cases
Unit Price 150
Manage Item By Batches
Management Method On every Transaction
Item No. B0016A
Description Laptop Case 001
Item Group Cases
Unit Price 150
Manage Item By Batches
Management Method On every Transaction
Input the screenshot 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 20 / 43
Header
Item No. SN00016
Description Lenovo Thinkpad E480
Item Group Laptop
Unit Price 40,199
Manage Item By Serial Numbers
Management Method On every Transaction
Item No. SN0016A
Description Lenovo G40-80 80E400KPH
Item Group Laptop
Unit Price 70,000
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 21 / 43
Purchase Items:
Vendor: SU00016
Name: Glenn Fine Furniture
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 22 / 43
Exercise 10.2
Create a Sales Order using information Below:
Customer: CU00019
Name: Aljhon
Posting Date: Date Today
Item No: IM00061
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 / 43
Exercise 10.3
Create Sales Order using the Information below:
Customer: CU00020
Name: Patrick
Posting Date: Date Today
Item No: IM00062
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 / 43
Exercise 10.4
Create Sales Order using Information below:
Customer: CU00021
Name: Jopet
Posting Date: Date Today
Item No: IM00063
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 / 43
Exercise 10.5
Create Sales Order using Information:
Customer: CU00022
Name: Julia
Posting Date: Date Today
Item No: IM00064
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 26 / 43
IM00076
10 days 15% 20 10%
IM00077
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 / 43
Create Sales Order for CU00016 with items IM00076 and IM00077
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 / 43
Exercise 11.2
Create period and volume discounts for the following items:
IM00078
5 days 20% 25 15%
IM00079
Create Sales Order for CU00016 with items IM00078 and IM00079
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 / 43
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 30 / 43
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 / 43
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 32 / 43
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 33 / 43
Exercise 12.4
Goods Issue
IM00078 8
IM00079 9
IM00080 2
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 / 43
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 / 43
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 / 43
Exercise 13.2
Create a Sales Opportunity for L00032
Add a Lead Business Partner
Code L00032
BP Type Lead
Name Donald Gordon
Group Individual
Contact Person Donald Gordon
Mobile Number +002-124-7389
Create Opportunity
Opportunity Type Sales
Business Partner L00032
Potential
Predicted Closing in 30 days
Potential Amount PHP 130,000
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 37 / 43
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 / 43
14. Services
Exercise 14.1
Record a Service Call based on the details below :
Service Call Type Sales
BP Code CU00016
Item IM00016
General
Origin Telephone No.
Problem Type Functional
Activities
Activity Phone Call
Duration 8 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 39 / 43
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 / 43
The diagram below shows the production process of PR310000 (Sofa Bed), wherein items
PR311001 and PR311002 are raw materials needed to produce PR311000 (Sofa Bed – Feet), and items
PR312001 and PR312002 are raw materials needed to produce PR312000 (Sofa Bed – Body). Items
PR311000 and PR312000 are being assembled to produce PR310000 (Sofa Bed).
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 / 43
Exercise 15.2
2. Add the following items on the Item Master
Data
Item No. PR320000
Description Boats
Item Group Finished Goods
Input the screenshot (Bill of Materials of PR320000 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 42 / 43
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 43 / 43