Professional Documents
Culture Documents
EXERCISE WORKBOOK
FOR STUDENT 12
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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
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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
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Header
Code: CU00012
BP Type Customer
Name Llorn
Group Small Accounts
General
Tel No: 47680457
Mobile Phone: 98987678455
E-Mail Llorn@yahoo.com
Contact Person
Contact ID: LS-486
First Name: Ramil
Title: Mr.
Middle Name: Magbuhat
Last Name: Suarez
Address: Cordillera
Telephone No: 18350378
Mobile Phone: 96132580944
E-Mail Ramil@gmail.com
Payment Term
Payment Terms: Net 30
Price List: Sales Price Student 12
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Header
Code: SU00012
BP Type Vendor
Name Candice Clinic Center
Group General Suppliers
General
Tel No: 87865563
Mobile Phone: 94503001200
E-Mail candice@yahoo.com
Contact Person
Contact ID: JC-444
First Name: Troy
Title: Mr.
Middle Name: Villanueva
Last Name: De Guzman
Address: Luneta
Telephone No: 45645633
Mobile Phone: 96553632563
E-Mail troy@yahoo.com
Payment Term
Payment Terms: Net 60
Price List: Regular Purchase Price
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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: SU00012
Name: Candice Clinic Center
Posting Date: Date Today
Item No: IM00056
Quantity: 41 each
Click Add to save the document. Screenshot the complete relationship Map of the Purchase Process.
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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: SU00012
Name: Candice Clinic Center
Posting Date: Date Today
Item No: IM00057 and IM00058
Quantity: 34 each
Click Add to save the document. Screenshot the complete relationship Map of the Purchase Process.
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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: SU00012
Name: Candice Clinic Candy
Posting Date: Date Today
Item No: IM00056, IM00059 and IM00060
Quantity: 31 each
Click Add to save the document. Screenshot the complete relationship Map of the Purchase Process.
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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: SU00012
Name: Candice Clinic Center
Posting Date: Date Today
IM00057, IM00058, IM00059 and
Item No: IM00060
Quantity: 46 each
Click Add to save the document. Screenshot the complete relationship Map of the Purchase Process.
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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: SU00012
Name: Candice Clinic Center
Posting Date: Date Today
IM00056, IM00057, IM00058, IM00059 and
Item No: IM00060
Quantity: 15 each
Click Add to save the document. Screenshot the complete relationship Map of the Purchase Process.
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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: CU00012
Name: Llorn
Posting Date: Date Today
Item No: IM00056
Quantity: 39 each
Click Add to save the document. Screenshot the complete relationship map of the Sales Process.
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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: CU00012
Name: Llorn
Posting Date: Date Today
Item No: IM00057 and IM00058
Quantity: 32 each
Click Add to save the document. Screenshot the complete relationship map of the Sales Process.
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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: CU00012
Name: Llorn
Posting Date: Date Today
IM00056, IM00059 and
Item No: IM00060
Quantity: 29 each
Click Add to save the document. Screenshot the complete relationship map of the Sales Process.
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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: CU00012
Name: Llorn
Posting Date: Date Today
IM00057, IM00058, IM00059
Item No: and IM00060
Quantity: 44 each
Click Add to save the document. Screenshot the complete relationship map of the Sales Process.
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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: CU00012
Name: Llorn
Posting Date: Date Today
IM00056, IM00057, IM00058,
Item No: IM00059 and IM00060
Quantity: 12 each
Click Add to save the document. Screenshot the complete relationship map of the Sales Process.
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6. New Warehouses
Exercise 6.1
Add the following items:
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Contraceptives
Medicines
Xray Machines
Chairs
Balls
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Header
Item No. B00012
Description MAC
Item Group Lipsticks
Unit Price 300
Manage Item By Batches
Management Method On every Transaction
Item No. B0012A
Description Nivea
Item Group Face Cleansers
Unit Price 250
Manage Item By Batches
Management Method On every Transaction
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Header
Item No. SN00012
Description Lenovo Flex 5
Item Group Laptops
Unit Price 23,000
Manage Item By Serial Numbers
Management Method On every Transaction
Item No. SN0012A
Description Lenovo Ideapad 330S 15
Item Group Laptop
Unit Price 25,500
Manage Item By Serial Numbers
Management Method On every Transaction
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Purchase Items:
Vendor: SU00012
Name: Candice Clinic Center
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.
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Exercise 10.2
Create a Sales Order using information Below:
Customer: CU00003
Name: Karl
Posting Date: Date Today
Item No: IM00045
Quantity: 20
Click Add to save the document. Complete the whole Pick and Pack Process. Screenshot the Packing Slip
of this transaction.
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Exercise 10.3
Create Sales Order using the Information below:
Customer: CU00005
Name: King
Posting Date: Date Today
Item No: IM00045
Quantity: 20
Click Add to save the document. Complete the whole Pick and Pack Process. Screenshot the Packing Slip
of this transaction.
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Exercise 10.4
Create Sales Order using Information below:
Customer: CU00006
Name: James
Posting Date: Date Today
Item No: IM00047
Quantity: 20
Click Add to save the document. Complete the whole Pick and Pack Process. Screenshot the Packing Slip
of this transaction.
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Exercise 10.5
Create Sales Order using Information:
Customer: CU00002
Name: Rei Anne
Posting Date: Date Today
Item No: IM00048
Quantity: 20
Click Add to save the document. Complete the whole Pick and Pack Process. Screenshot the Packing Slip
of this transaction.
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IM00056
14 days 15% 35 20%
IM00057
Create Sales Order for CU00012 with items IM00056 and IM00057
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Exercise 11.2
Create period and volume discounts for the following items:
IM00058
26 days 20% 30 15%
IM00059
Create Sales Order for CU00012 with items IM00058 and IM00059
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Exercise 11.3
Create period and volume discounts for the following items:
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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
IM00058 6
IM00059 7
IM00060 9
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Exercise 13.2
Create a Sales Opportunity for L00024
Add a Lead Business Partner
Code L00024
BP Type Lead
Name Josephine Sy
Group Individual
Contact Person Josephine Sy
Mobile Number +230-374-1823
Create Opportunity
Opportunity Type Sales
Business Partner L00024
Potential
Predicted Closing in 10 days
Potential Amount PHP 85,000
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
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14. Services
Exercise 14.1
Record a Service Call based on the details below :
Service Call Type Sales
BP Code CU00012
Item IM00012
General
Origin Telephone No.
Problem Type Functional
Activities
Activity Phone Call
Duration 9 minutes
Priority Normal
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The diagram below shows the production process of PR230000 (Mountain Bike), wherein items
PR231001 and PR231002 are raw materials needed to produce PR231000 (Mountain Bike – Body), and
items PR232001 and PR232002 are raw materials needed to produce PR232000 (Mountain Bike – Lower
Part). Items PR231000 and PR232000 are being assembled to produce PR230000 (Mountain Bike).
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Exercise 15.2
2. Add the following items on the Item Master
Data
Item No. PR240000
Description G-tech Sign pen
Item Group Finished Goods
Input the screenshot (Bill of Materials of PR240000 and Receipt from Production) of your output here:
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