Professional Documents
Culture Documents
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.
Header
Code: SU00001
BP Type Vendor
Name Waelhi Corporation
Group Distributors
General
Tel No: 42236985
Mobile Phone: 9874561236
E-Mail www.waelhi.com
Contact Person
Contact ID: EL-001
First Name: Adrian
Title: Mr.
Middle Name: Yu
Last Name: Bantilan
Address: Malabon City
Telephone No: 28465989
Mobile Phone: 9176562865
E-Mail adrian@waelhi.com
Payment Term
Payment Terms: Net 30
Price List: Base Price
Exercise 3.1.2 – Customer Master Data
Header
Code: CU00001
BP Type Customer
Name Dylan Santillan
Group Large Accounts
General
Tel No: 4416566
Mobile Phone: 916866323
E-Mail dylansan@gmail.com
Contact Person
Contact ID: JT-120
First Name: Dylan
Title: Mr.
Middle Name: Hsu
Last Name: Iligan
Address: Mindoro
Telephone No: 36780946
Mobile Phone: 90246879034
E-Mail dylan@gmail.com
Payment Term
Payment Terms: Net 30
Price List: Distributor Sales Price
Item
Item No. Description Unit Price
Group
IM00001 Alcohol 500ml. Items 60
IM00002 Antibacterial Soap 100mg. Items 43
IM00003 Surgical Mask 50pcs. Items 300
IM00004 Antibac Liquid Soap 500ml. Items 80
IM00005 Air Freshener 320ml. Items 102
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: SU00001
Name: Waelhi Corporation
Posting Date: Date Today
Item No: IM00001
Quantity: 60 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: SU00001
Name: Waelhi Corporation
Posting Date: Date Today
Item No: IM00002 and ITM00003
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: SU00001
Name: Waelhi Corporation
Posting Date: Date Today
Item No: IM00001, IM00004 and IM00005
Quantity: 90 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: SU00001
Name: Waelhi Corporation
Posting Date: Date Today
IM00002, IM00003, IM00004 and
Item No: IM00005
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: SU00001
Name: Waelhi Corporation
Posting Date: Date Today
IM00001, IM00002, IM00003, IM00004 and
Item No: IM00005
Quantity: 85 each
Click Add to save the document and Cancel the window.
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.
Input the required information, use the selection list when available:
Customer: CU00001
Name: Dylan Santillan
Posting Date: Date Today
Item No: IM00001
Quantity: 10 each
Click Add to save the document and Cancel the windows.
Exercise 6.1.2
Perform the following purchase transaction
Input the required information, use the selection list when available:
Customer: CU00001
Name: Dylan Santillan
Posting Date: Date Today
Item No: IM00002 and IM00003
Quantity: 13 each
Click Add to save the document and Cancel the windows.
Exercise 6.1.3
Perform the following purchase transaction
Input the required information, use the selection list when available:
Customer: CU00001
Name: Dylan Santillan
Posting Date: Date Today
IM00001, IM00004 and
Item No: IM00005
Quantity: 8 each
Exercise 6.1.4
Perform the following purchase transaction
Input the required information, use the selection list when available:
Customer: CU00001
Name: Dylan Santillan
Posting Date: Date Today
IM00002, IM00003, IM00004 and
Item No: IM00005
Quantity: 3 each
Click Add to save the document and Cancel the windows.
Exercise 6.1.4
Perform the following purchase transaction
Input the required information, use the selection list when available:
Customer: CU00001
Name: Dylan Santillan
Posting Date: Date Today
IM00001, IM00002, IM00003, IM00004
Item No: and IM00005
Quantity: 13 each
Click Add to save the document and Cancel the windows.
Vendor: SU00001
Name: Waelhi Corporation
Posting Date: Date Today
Item No: IM00001, IM00002
Quantity: 10 each
Exercise 6.2.2
Sales Order:
Customer: CU00001
Name: Dylan Santillan
Posting Date: Date Today
Item No: IM00003, IM00004, IM00005
Quantity: 4 each
Exercise 6.3 Period and Volume Discounts
Exercise 6.3.1
Create period and volume discounts for the following items:
IM00001
15 days 10% 30 25%
IM00002
Create Sales Order for CU00001 with items IM00001 and IM00002
Exercise 6.3.2
Create period and volume discounts for the following items:
IM00003
20 days 15% 25 20%
IM00004
Create Sales Order for CU00001 with items IM00003 and IM00004
Exercise 6.3.3
Create period and volume discounts for the following items:
Exercise 7.1.2
Create a Sales Opportunity for L00002
A. Add a Lead Business Partner
Code L00002
BP Type Lead
Name Ron Weasley
Group Individual
Contact Person Ron Weasley
Mobile Number +110-232-4056
B. Create Opportunity
Opportunity Type Purchase
Business Partner L00002
Potential
Predicted Closing in 20 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 5 days after Stage 3
Closing Date Start date of Stage 4
Stage Order
Activity Meeting
Click Add. Produce Opportunities Pipeline