LOGISTICS AND DISTRIBUTION MANAGEMENT WORKBOOK

1. Basic Navigation
Exercise 1.1 Terminologies
Fill each blank with the appropriate words or terminologies that will make the statements correct.

1. The ______________ displays at the top of the screen. It contains the Windows standard
menu (File, Edit, W window, Help) as well as generic SAP Business One functions.
2. The _____________ is a collection of icon buttons that grant you easy access to commonly-
used functions.
3. Navigation in SAP Business One is done using the _____________. It arranges the functions of
the individual applications in a tree structure.
4. The users of SAP Business One are defined in the _____________ window.
5. Accessing SAP Business One on Cloud is done using _____________ like Google Chrome,
Mozilla Firefox or Safari.

2. SAP on Cloud
Exercise 2.1 Terminologies
Identify the terminologies being described by each sentence.

1. This is business management software that allows an organization to use a system

of integrated applications to manage the business. It aims to serve as a backbone for your whole
business.
2. This is also known as Internal Cloud, is a cloud based infrastructure operated exclusively for a
single organization with all data protected behind an internal firewall.
3. This is also known as External Cloud, is available to the public where data are created and stored
on third-party servers.
4. This is a key feature of cloud computing where resources can be accessed anywhere (except on
limitations set by company's internal control).
5. This place where SAP, a European multinational software corporation, was founded in 1972.
3. Master Data, Marketing Documents and Purchasing Process
Overview
Exercise 3.1 Master Data
Exercise 3.1.1 – Vendor Master Data

Header
Code: SU00010
BP Type Vendor
Name TheOne Inc.
Group Dealers
General
Tel No: 86166765
Mobile Phone: 9478562315
E-Mail www.theoneinc.com
Contact Person
Contact ID: EL-010
First Name: Clark
Title: Mr.
Middle Name: Lao
Last Name: Pepito
Address: Bacoor City
Telephone No: 21563248
Mobile Phone: 9468956321
E-Mail clark@theoneinc.com
Payment Term
Payment Terms: Net 30
Price List: Base Price
Exercise 3.1.2 – Customer Master Data
Header
Code: CU00010
BP Type Customer
Name Cheryl Juliaga
Group Large Accounts
General
Tel No: 24796823
Mobile Phone: 9467894562
E-Mail cheryljul@gmail.com
Contact Person
Contact ID: JT-129
First Name: Cheryl
Title: Ms.
Middle Name: Icoy
Last Name: Juliaga
Address: Quezon City
Telephone No: 24796823
Mobile Phone: 9467894562
E-Mail cheryljul@gmail.com
Payment Term
Payment Terms: NP10Net30
Price List: Distributor Sales Price

Exercise 3.1.3 – Item Master Data

Add the following items:

Item
Item No. Description Unit Price
Group
IM00046 Havaianas women flip flops Items 430
IM00047 Islander women flip flops Items 450
IM00048 Hopscotch women flip flops Items 560
IM00049 Crocs women flip flops Items 600
IM00050 Spartan women flip flops Items 564
Exercise 3.2 Purchasing Process
Exercise 3.2.1
Perform the following purchase transaction

Input the required information, use the selection list when available:
Vendor: SU00010
Name: TheOne Inc.
Posting Date: Date Today
Item No: IM00046
Quantity: 70 each
Click Add to save the document and Cancel the windows.

Exercise 3.2.2
Perform the following purchase transaction

Input the required information, use the selection list when available:
Vendor: SU00010
Name: TheOne Inc.
Posting Date: Date Today
Item No: IM00047 and ITM00048
Quantity: 80 each
Click Add to save the document and Cancel the window.

Exercise 3.2.3
Perform the following purchase transaction

Input the required information, use the selection list when available:
Vendor: SU00010
Name: TheOne Inc.
Posting Date: Date Today
Item No: IM00046, IM00049 and IM00050
Quantity: 75 each
Click Add to save the document and Cancel the window.
Exercise 3.2.4
Perform the following purchase transaction

Input the required information, use the selection list when available:
Vendor: SU00010
Name: TheOne Inc.
Posting Date: Date Today
IM00047, IM00048, IM00049 and
Item No: IM00050
Quantity: 80 each
Click Add to save the document and Cancel the window.

Exercise 3.2.5
Perform the following purchase transaction

Input the required information, use the selection list when available:
Vendor: SU00010
Name: TheOne Inc.
Posting Date: Date Today
IM00046, IM00047, IM00048, IM00049 and
Item No: IM00050
Quantity: 90 each
Click Add to save the document and Cancel the window.
Exercise 3.3 Terminologies
Identify the terminologies being described by each sentence.

1. It is a document used to request items or services from a vendor at an agreed upon price.
2. This document was created when you receive goods from the vendor.
3. This document was used to make a request for payment and serves as a legal document in
recognizing a liability.
4. When it’s time to pay the money owed for the goods received and services rendered, this
process is being made.
5. It shows the relationship of the entire purchasing process.
6. The part of the marketing document which shows the general information.
7. The part of the marketing document which shows the information on different tab pages and
the item specific data (you can access more item specific data in the line details by double-
clicking a row).
8. This tab of the middle part contains all the specific information about the ordered items or
services is entered, such as quantity, price, item number, and description.
9. This tab of the middle part contains the details about where the items or services as well as
payments are to be sent.
10. This tab of the middle part contains the relevant general ledger (G/L) account information for
the purchase pulled from the financial accounting master data.

4. Sales Process Overview

Exercise 4.1
1. This are the people or a part of the master data used on any sales document. They are
converted unto this type when they bought something to the company.
2. This are the people or a part of the master data used on pre-sales documents or sales orders
and not on deliveries or invoices.
3. This document serves commitment from a customer or leads to buy a product or service.
4. This document is a legally binding document indicating that the shipment of goods or the
delivery of services has occurred.
5. This document is a legally binding document recognizing the receivable of the company from the
customer.
5. Sales Process in a Service Type of Business
Exercise 5.1
1. It is a financial organizational tool that provides a complete listing of every account in an
accounting system.
2. Which of the following is not an element of a Financial Statement?
a. Assets
b. Liabilities
c. Income
d. Equity
e. Extraordinary Items
3. How many levels of drawer of a standard SAP Business One have?
a. 5
b. 4
c. 3
d. 2
e. 1
4. What are the two type of General Ledger in the SAP Business One?
5. This General Ledger contains the asset, liabilities and equity accounts.
6. This General Ledger contains the income and expense accounts.
7. This sub-module is primarily used to view the chart of accounts.
8. This sub-module is primarily used to modify like view and add a chart of account.
9. A type of business which provides intangible products without physical form.
10. Which among the sales process is an optional step if the company is engaged in a service type of
business?
11. Accounts which summarizes all the balances of each active account below it.
12. Accounts that can be posted only in SAP Business One.
13. Accounts that are already connected to marketing documents (purchase and sales documents),
balances will directly increase or decrease depending on the nature of the transaction.
14. What is the color coded for an Active Account?
15. What is the color coded for a Title Account?
6. Sales Process in a Merchandising Type of Business
Exercise 6.1 Sales Process
Exercise 6.1.1
Perform the following sale transaction

Input the required information, use the selection list when available:
Customer: CU00010
Name: Cheryl Juliaga
Posting Date: Date Today
Item No: IM00046
Quantity: 5 each
Click Add to save the document and Cancel the windows.

Exercise 6.1.2
Perform the following sale transaction

Input the required information, use the selection list when available:
Customer: CU00010
Name: Cheryl Juliaga
Posting Date: Date Today
Item No: IM00047 and IM00048
Quantity: 16 each
Click Add to save the document and Cancel the windows.

Exercise 6.1.3
Perform the following sale transaction

Input the required information, use the selection list when available:
Customer: CU00010
Name: Cheryl Juliaga
Posting Date: Date Today
IM00046, IM00049 and
Item No: IM00050
Quantity: 4 each
Click Add to save the document and Cancel the windows.
Exercise 6.1.4
Perform the following sale transaction

Input the required information, use the selection list when available:
Customer: CU00010
Name: Cheryl Juliaga
Posting Date: Date Today
IM00047, IM00048, IM00049 and
Item No: IM00050
Quantity: 9 each
Click Add to save the document and Cancel the windows.

Exercise 6.1.5
Perform the following sale transaction

Input the required information, use the selection list when available:
Customer: CU00010
Name: Cheryl Juliaga
Posting Date: Date Today
IM00046, IM00047, IM00048, IM00049
Item No: and IM00050
Quantity: 16 each
Click Add to save the document and Cancel the windows.
Exercise 6.2 Pick and Pack
Exercise 6.2.1
Purchase Items:

Vendor: SU00010
Name: TheOne Inc.
Posting Date: Date Today
Item No: IM00046, IM00047
Quantity: 7 each

Exercise 6.2.2
Sales Order:

Customer: CU00010
Name: Cheryl Juliaga
Posting Date: Date Today
Item No: IM00048, IM00049, IM00050
Quantity: 3 each

Exercise 6.3 Period and Volume Discounts

Exercise 6.3.1
Create period and volume discounts for the following items:

Item No. Period Period Discount Volume Volume Discount

IM00046
20 days 20% 25 10%

IM00047

Create Sales Order for CU00010 with items IM00046 and IM00047
Exercise 6.3.2
Create period and volume discounts for the following items:

Item No. Period Period Discount Volume Volume Discount

IM00048
10 days 25% 30 20%

IM00049

Create Sales Order for CU00010 with items IM00048 and IM00049

Exercise 6.3.3
Create period and volume discounts for the following items:

Item No. Period Period Discount Volume Volume Discount

IM00050 15 days 15% 20 25%

Create Sales Order for CU00010 with items IM00050

Exercise 6.4 Terminologies
1. This type of business buys products at wholesale price and sells the same at retail price. They
are known as "buy and sell" businesses. They make profit by selling the products at prices higher
than their purchase costs.
2. What module and sub-module is primarily used in checking the physical inventory status of the
items?
3. It lets you automate the processing of sales orders, A/R invoice, production orders, and
inventory transfer requests in an orderly way, from the creation of pick lists up to packing items
for shipment with delivery documents.
4. The most basic way pricing.
5. Define a discount percentage by date and quantities for a price list. It also overrides the basic
price list assigned to the business partner.
6. Define discount percentage by item group, properties or manufacturer.
7. Determine special prices by item, business partner, dates and quantities.
8. The system calculates the average of all the discounts for the properties.
9. The system adds together all discounts of the properties that apply to the item. The total, up to
100%, is used as the discount.
10. It enables you to give a discount or surcharge for a specific business partner.
7. Customer Relationship Management (Sales Opportunities)
Exercise 7.1 Sales Opportunities
Exercise 7.1.1
Create a Sales Opportunity for L00019
A. Add a Lead Business Partner
Code L00019
BP Type Lead
Name Marvin Cruz
Group Individual
Contact Person Marvin Cruz
Mobile Number +523-025-3555
B. Create Opportunity
Opportunity Type Sales
Business Partner L00019
Potential
Predicted Closing in 10 days
Potential Amount PHP 65,000
Stages
Stage 1
Start Date Date Today
Closing Date Start Date of Stage 1
Stage Lead
Activity Social Media Inquiry
Stage 2
Start Date 3 days after Stage 1
Closing Date Start Date of Stage 2
Stage 1st Meeting
Activity Meeting
Stage 3
Start Date 5 days after Stage 2
Closing Date Start Date of Stage 3
Stage Quotation
Activity Meeting
Stage 4
Start Date 4 days after Stage 3
Closing Date Start date of Stage 4
Stage Order
Activity Meeting
Click Add. Produce Opportunities Pipeline
Exercise 7.1.2
Create a Sales Opportunity for L00020
A. Add a Lead Business Partner
Code L00020
BP Type Lead
Name Leng Tan
Group Individual
Contact Person Leng Tan
Mobile Number +076-435-1255
B. Create Opportunity
Opportunity Type Purchase
Business Partner L00020
Potential
Predicted Closing in 10 days
Potential Amount PHP 100,000
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

Exercise 7.2 True or False

1. Customer Relationship Management activities allows you to schedule and manage diverse
events such as phone calls, meetings, tasks, notes or other interaction with customers.
2. Opportunities are structured into stages which reflect the stages of your sales cycle.
 3. For each stage in the cycle, you can enter potential amount of the deal and the system predicts
the opportunity’s probability of success based on some percentages you have set up in advance.
4. Using CRM, you can track whether you have won or lost the deal.
5. Sales opportunities give you visibility into your sales pipeline, for individual sales employees or
the company as a whole.

8. Service
Exercise 8.1 Service
Exercise 8.1.1
Record a Service Call based on the details below:

Service Call Type Sales

BP Code CU00010
Item IM00010
General
Origin Telephone No.
Problem Type Functional
Activities
Activity Phone Call
Duration 11 minutes
Priority Normal

Exercise 8.2 True or False

1. The footer and the seven tabs in the service call allow you to organize the information about
the issue, steps taken to resolve the issue, related documents used during the service process,
and the solution found.
2. The header of the service call contains basic information about the call: the customer, the
contact person, contact information, the subject of the call, a related service contract and any
serial numbers for the object of the call.
3. On the resolution tab you can use the knowledge base to search for solutions for your problem.
4. On the solution tab you can enter how you solved the problem or how you otherwise helped
the customer.
5. The remarks tab displays a simplified change log of the service call.