Professional Documents
Culture Documents
EXERCISE WORKBOOK
FOR 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
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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
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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
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Header
Code: CU00015
BP Type Customer
Name Adrian
Group Small Accounts
General
Tel No: 78904567
Mobile Phone: 90565678904
E-Mail Adrian@yahoo.com
Contact Person
Contact ID: AP-428
First Name: Berly
Title: Mrs.
Middle Name: Cuevas
Last Name: Navarro
Address: Sorsogon
Telephone No: 67891234
Mobile Phone: 94602376890
E-Mail Berly@yahoo.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
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Header
Code: SU00015
BP Type Vendor
Name Irma’s Catering
Group Suppliers
General
Tel No: 44477788
Mobile Phone: 98752140023
E-Mail irma@gmail.com
Contact Person
Contact ID: PS-499
First Name: Leyron
Title: Mr.
Middle Name: Jam
Last Name: Blanco
Address: Tanauan, Batangas
Telephone No: 54682100
Mobile Phone: 91102100365
E-Mail leyron@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
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Item
Item No. Description Grou Unit Price
p
IM00071 InFocus IN114v XGA DLP Projector Items 23850
IM00072 Edifier MP202 DUO Full Wireless Stereo Portable Audio Speaker Items 6210
IM00073 Intel Pentium Dual-Core CPU Items 11400
IM00074 APC BX625CI-MS 625VA UPS AVR Items 888
IM00075 ASUS TUF Gaming M5 Ambidextrous RGB Gaming Mouse Items 1100
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
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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: SU00015
Name: Irma’s Catering
Posting Date: Date Today
Item No: IM00071
Quantity: 13 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
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Exercise 4.2
Perform the whole purchase process on this transaction:
Input the required information, use the selection list when available:
Vendor: SU00015
Name: Irma’s Catering
Posting Date: Date Today
Item No: IM00072 and IM00073
Quantity: 8 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
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Exercise 4.3
Perform the whole purchase process on this transaction:
Input the required information, use the selection list when available:
Vendor: SU00015
Name: Irma’s Catering
Posting Date: Date Today
Item No: IM00071, IM00074 and IM00075
Quantity: 9 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
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Exercise 4.4
Perform the whole purchase process on this transaction:
Input the required information, use the selection list when available:
Vendor: SU00015
Name: Irma’s Catering
Posting Date: Date Today
IM00072, IM00073, IM00074 and
Item No: IM00075
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
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Exercise 4.5
Perform the whole purchase process on this transaction:
Input the required information, use the selection list when available:
Vendor: SU00015
Name: Irma’s Catering
Posting Date: Date Today
IM00071, IM00072, IM00073, IM00074 and
Item No: IM00075
Quantity: 12 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
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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: CU00015
Name: Adrian
Posting Date: Date Today
Item No: IM00071
Quantity: 11 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
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Exercise 5.2
Perform the whole sales process on this transaction:
Input the required information, use the selection list when available:
Vendor: CU00015
Name: Adrian
Posting Date: Date Today
Item No: IM00072 and IM00073
Quantity: 6 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
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Exercise 5.3
Perform whole sales process on this transaction:
Input the required information, use the selection list when available:
Vendor: CU00015
Name: Adrian
Posting Date: Date Today
IM00071, IM00074 and
Item No: IM00075
Quantity: 7 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
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Exercise 5.4
Perform the whole sales process on this transaction:
Input the required information, use the selection list when available:
Vendor: CU00015
Name: Adrian
Posting Date: Date Today
IM00072, IM00073, IM00074
Item No: and IM00075
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 15 / 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
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Exercise 5.5
Perform the whole sales process on this transaction:
Input the required information, use the selection list when available:
Vendor: CU00015
Name: Adrian
Posting Date: Date Today
IM00071, IM00072, IM00073,
Item No: IM00074 and IM00075
Quantity: 10 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
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6. New Warehouses
Exercise 6.1
Add the following items:
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Toys
Picture Frames
Lunch Box
Hangers
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
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Header
Item No. B00015
Description Trust Condom
Item Group Contraceptives
Unit Price 300
Manage Item By Batches
Management Method On every Transaction
Item No. B0015A
Description Basketball Ball Spalding
Item Group Balls
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
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Header
Item No. SN00015
Description Lenovo Ideapad 120S 11
Item Group Laptops
Unit Price 11,800
Manage Item By Serial Numbers
Management Method On every Transaction
Item No. SN0015A
Description Lenovo Thinkpad X390
Item Group Laptop
Unit Price 60,325
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
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Purchase Items:
Vendor: SU00015
Name: Irma’s Catering
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
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 10.2
Create a Sales Order using information Below:
Customer: CU00015
Name: Adrian
Posting Date: Date Today
Item No: IM00057
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
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Exercise 10.3
Create Sales Order using the Information below:
Customer: CU00016
Name: Maribel
Posting Date: Date Today
Item No: IM00058
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
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Exercise 10.4
Create Sales Order using Information below:
Customer: CU00017
Name: Allysa
Posting Date: Date Today
Item No: IM00059
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
Exercise 10.5
Create Sales Order using Information:
Customer: CU00018
Name: Berto
Posting Date: Date Today
Item No: IM00060
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
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IM00071
5 days 10% 20 15%
IM00072
Create Sales Order for CU00015 with items IM00071 and IM00072
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:
IM00073
10 days 20% 25 10%
IM00074
Create Sales Order for CU00015 with items IM00073 and IM00074
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
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Exercise 11.3
Create period and volume discounts for the following items:
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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
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Exercise 12.2
Goods Receipt
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Exercise 12.3
Goods Issue
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Exercise 12.4
Goods Issue
IM00073 6
IM00074 8
IM00075 9
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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 L00030
Add a Lead Business Partner
Code L00030
BP Type Lead
Name Robery Jay Sarmiento
Group Individual
Contact Person Robery Jay Sarmiento
Mobile Number +010-292-2196
Create Opportunity
Opportunity Type Sales
Business Partner L00030
Potential
Predicted Closing in 25 days
Potential Amount PHP 120,000
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 CU00015
Item IM00015
General
Origin Telephone No.
Problem Type Functional
Activities
Activity Phone Call
Duration 5 minutes
Priority Normal
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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
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The diagram below shows the production process of PR290000 (Camping Tent), wherein items
PR291001 and PR291002 are raw materials needed to produce PR291000 (Camping Tent – Stands -
Outsides), and items PR292001 and PR292002 are raw materials needed to produce PR292000 (Camping
Tent – Cover & Inside). Items PR291000 and PR292000 are being assembled to produce PR290000
(Camping Tent).
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Page 41 / 43
Exercise 15.2
2. Add the following items on the Item Master
Data
Item No. PR300000
Description Shredder
Item Group Finished Goods
Input the screenshot (Bill of Materials of PR300000 and Receipt from Production) of your output here:
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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
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