Professional Documents
Culture Documents
EXERCISE WORKBOOK
FOR STUDENT 36
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
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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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 2.1
Header
Code: SU00036
BP Type Vendor
Name Ruby Rugby Shop
Group General Suppliers
General
Tel No: 21354682
Mobile Phone: 98754652163
E-Mail ruby@yahoo.com
Contact Person
Contact ID: SR-672
First Name: Selena
Title: Mrs.
Middle Name: Miller
Last Name: Jones
Address: Masbate
Telephone No: 33214578
Mobile Phone: 90014567780
E-Mail selena@yahoo.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
IM00176 Acer X118 DLP Projector Items 16200
IM00177 FSP Aurum 500W Power Supply Items 3250
Sennheiser MKH416-P48U3 Super-Cardioid Shotgun Tube
IM00178 Items 99900
Condenser Microphone
IM00179 SECURE 500W AVR WITH METER Items 777
IM00180 Intel Pentium CPU Items 16925
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 following purchase transaction
Input the required information, use the selection list when available:
Vendor: SU00036
Name: Ruby Rugby Shop
Posting Date: Date Today
Item No: IM00176
Quantity: 47 each
Click Add to save the document and Cancel the windows.
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 following purchase transaction
Input the required information, use the selection list when available:
Vendor: SU00036
Name: Ruby Rugby Shop
Posting Date: Date Today
Item No: IM00177 and IM00178
Quantity: 28 each
Click Add to save the document and Cancel the window.
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 following purchase transaction
Input the required information, use the selection list when available:
Vendor: SU00036
Name: Ruby Rugby Shop
Posting Date: Date Today
Item No: IM00176, IM00179 and IM00180
Quantity: 34 each
Click Add to save the document and Cancel the window.
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 following purchase transaction
Input the required information, use the selection list when available:
Vendor: SU00036
Name: Ruby Rugby Shop
Posting Date: Date Today
IM00176, IM00177, IM00178 and
Item No: IM00179
Quantity: 27 each
Click Add to save the document and Cancel the window.
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 following purchase transaction
Input the required information, use the selection list when available:
Vendor: SU00036
Name: Ruby Rugby Shop
Posting Date: Date Today
IM00176, IM00177, IM00178, IM00179 and
Item No: IM00180
Quantity: 56 each
Click Add to save the document and Cancel the window.
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 following purchase transaction
Input the required information, use the selection list when available:
Vendor: CU00036
Name: Aaron
Posting Date: Date Today
Item No: IM00176
Quantity: 45 each
Click Add to save the document and Cancel the windows.
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 following purchase transaction
Input the required information, use the selection list when available:
Vendor: CU00036
Name: Aaron
Posting Date: Date Today
Item No: IM00177 and IM00178
Quantity: 26 each
Click Add to save the document and Cancel the windows.
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 the following purchase transaction
Input the required information, use the selection list when available:
Vendor: CU00036
Name: Aaron
Posting Date: Date Today
IM00176, IM00179 and
Item No: IM00180
Quantity: 32 each
Click Add to save the document and Cancel the windows.
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 following purchase transaction
Input the required information, use the selection list when available:
Vendor: CU00036
Name: Aaron
Posting Date: Date Today
IM00176, IM00177, IM00178
Item No: and IM00179
Quantity: 25 each
Click Add to save the document and Cancel the windows.
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 following purchase transaction
Input the required information, use the selection list when available:
Vendor: CU00036
Name: Aaron
Posting Date: Date Today
IM00176, IM00177,
IM00178, IM00179 and
Item No: IM00180
Quantity: 54 each
Click Add to save the document and Cancel the windows.
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:
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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Repeater
Heat Sinks
Cutting Tools
Hydraulic Tools
LAN Tester
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. B00036
Description EVGA 450 BV 450W
Item Group Power Supply’s
Unit Price 2020
Manage Item By Batches
Management Method On every Transaction
Item No. B0036A
Description Cooler Master MWE 550 V2 -450W
Item Group Power Supply’s
Unit Price 2,500
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. SN00036
Description ACER Predator 17
Item Group Laptop
Unit Price 94,990
Manage Item By Serial Numbers
Management Method On every Transaction
Item No. SN0036A
Description ACER Predator Triton 300
Item Group Laptop
Unit Price 51,999
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
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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 10.2
Sales Order
Customer: CU00015
Name: Adrian
Posting Date: Date Today
Item No: IM00141
Quantity: 20
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
Sales Order
Customer: CU00016
Name: Maribel
Posting Date: Date Today
Item No: IM00142
Quantity: 20
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
Sales Order
Customer: CU00017
Name: Allysa
Posting Date: Date Today
Item No: IM00143
Quantity: 20
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 10.5
Sales Order
Customer: CU00018
Name: Berto
Posting Date: Date Today
Item No: IM000144
Quantity: 20
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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IM00176
17 days 10% 40 5%
IM00177
Create Sales Order for CU00036 with items IM00176 and IM00177
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 11.2
Create period and volume discounts for the following items:
IM00178
5 days 15% 60 20%
IM00179
Create Sales Order for CU00036 with items IM00178 and IM00179
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:
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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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
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 12.3
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
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Exercise 12.4
Goods Issue
IM00178 60
IM00179 65
IM00180 45
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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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
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Exercise 13.2
Create a Purchase Opportunity for L00072
Add a Lead Business Partner
Code L00072
BP Type Lead
Name Marlon Velasquez
Group Individual
Contact Person Marlon Velasquez
Mobile Number +012-127-1923
Create Opportunity
Opportunity Type Purchase
Business Partner L00072
Potential
Predicted Closing in 25 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
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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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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14. Services
Exercise 14.1
Record a Service Call based on the details below :
Service Call Type Sales
BP Code CU00036
Item IM00036
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
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15.
Exercise 15.1
1. Add the following items on the Item Master Data:
Item No. PR710000
Description Vacuum cleaners
Item Group Finished Goods
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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 15.2
2. Add the following items on the Item Master
Data
Item No. PR720000
Description Hard Hat
Item Group Finished Goods
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
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