IT2023

TASK
PERFORMANCE
LUIGI MARK P. VILLEGAS BSIT 501
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“Basic Navigation”
Procedure:
1. LOGGING IN
a. Open any browser, then enter the URL provided by your instructor
b. Select the assigned server and the company that will be provided by your instructor.
c. Log-in using the user ID and password provided depending on the branch assigned to you.
Each student will be given a unique branch assignment. Once logged-in, DO NOT FORGET to
set the default branch assigned to you.
d. Capture the SAP Busines One main screen, then identify and label the following:
1. Menu Bar
2. Tool Bar
3. Module
e. Paste your output in your workbook.

MENU BAR

MODULE

TOOL BAR
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2. USER AND PASSWORD MAINTENANCE

a. To change the name of the user, go to the toolbar, then click (My Personal Settings). The
user setup window will appear.

b. Change the name on the Username field with your own name.
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c. In the General tab, personalize your password by clicking beside the Password field.

3. BRANCH NAME SETTING

a. From the module, click Administration > Setup > Financials > Branches.
b. Look for the branch assigned by your instructor, then change the Branch Name and Branch
Name (Foreign) with your own name.
c. Click Update.
d. Capture the updated branches information then paste it into your workbook. Label it with
Branch Name Setting
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4. LANGUAGE AND DISPLAY PARAMETERS

a. Set the Display Parameters
1. From the Module in the Main Menu, choose Administration > System Initialization >
General Settings.
2. Choose the Display tab and enter the following information:
Field Value
Language English (United States)
Skin Style SAP Signature Design
Color Cool Gray
Time Format 12H
Date Format MM/DD/YY
3. Click Update to save your settings. Do not close the window.

b. Set the Font and Background

1. Choose the Display tab. Change the font style, font size, and background, and image
display according to your preference.
2. Choose Update to apply the changes, then click OK.
3. Capture the face of your SAP Business One with new Font and Background. Paste it in
your document file.
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5. Describe the interface of SAP Business One. How does this kind of interface enable organizations
to perform their daily business tasks?
Answer:
The interface and functionality of SAP Business One are aimed at simplifying and optimizing business
operations. This means that tasks and processes that used to be complex, time-consuming, or prone to
errors can be made more efficient and straightforward through the use of the system. For example, data
entry can be streamlined, reducing the need for manual input and decreasing the likelihood of mistakes.

6. Describe and explain the part of the menu bar and navigation tools in SAP Business One. Why do
you think SAP Business One came up with this kind of design?
Answer:

The software typically incorporates navigation tools such as tabs, buttons, and breadcrumbs. Tabs allow users
to open multiple forms or tasks simultaneously, facilitating easy switching between them. Buttons like "Back"
and "Next" assist users in navigating forward and backward within their workflow. Breadcrumbs display the
current location within the software's hierarchy and permit users to navigate back to previous levels easily.

01 Laboratory Exercise 1 *Property of STI

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“Basic Customization: Company Details and General Settings”

Procedure

1. LOGGING IN
a. Open any browser, then enter the URL provided by your instructor
b. Select the assigned server and the company that will be provided by your instructor.
c. Log-in using the user ID and password provided depending on the branch assigned to you.
Each student will be given a unique branch assignment. Once logged-in, DO NOT FORGET to
set the default branch assigned to you

2. COMPANY DETAILS (Section 1 of Business Blueprint) a. Enter the company name, address, and
other details as required b. Go to Administration > System Initialization > Company Details >
General Tab > Local Language. c. Note that the Address field will automatically update depending
on the inputs in the boxes below it. Capture the company details, then paste them into your
document. d. Click Update, then proceed to the Basic Initialization tab

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e. In the Basic Initialization tab, enter Philippine Peso in the Local Currency and System Currency fields. If the
option is not available, click Define New to add the new currency.
. Capture the updated Basic Initialization tab. See sample screenshot below. Label it with Company Details.

g. Click Update, then OK.

h. Check and select the following options.
i. Click Update, then OK

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a. Go to Administration > System Initialization > General Settings > BP Tab.

b. Check all the selections as seen in the sample image BP Settings.
c. Click Update, then proceed to the Inventory tab.
d. Check all the selections as seen in the sample image Inventory Settings.
e. Click Update, then OK.

BP Setting

Inventory
Settings

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“Bank Information and Item Groups”

Procedure:
1. LOGGING IN
a. Open any browser, then enter the URL provided by your instructor.
b. Select the assigned server and the company that will be provided by your instructor.
c. Log-in using the user ID and password provided depending on the branch assigned to you.
Each student will be given a unique branch assignment. Once logged-in, DO NOT FORGET to
set the default branch assigned to you

2. CURRENCIES (Section 3 of the Business Blueprint)

- This is already set in the Company details. Both Philippine Peso and USD are defined in the list
of currencies.

3. BANK INFORMATION (Section 5 of the Blueprint)

• Add a New Bank

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e. Choose Update, then OK.

4. ITEM GROUPS (Section 9 of the Business Blueprint)
a. Go to Administration > Setup > Stock Management > Item Groups.
b. Enter the following item groups:

c. Click Add.
d. two added groups. Paste it in your document and label it as Item Group

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“Payment Terms”

Procedure:
1. LOGGING IN
a. Open any browser, then enter the URL provided by your instructor
b. Select the assigned server and the company that will be provided by your instructor.
c. Log-in using the user ID and password provided depending on the branch assigned to you.
Each student will be given a unique branch assignment. Once logged-in, DO NOT FORGET to
set the default branch assigned to you.

2. PAYMENT TERMS (Section 10 of the Business Blueprint)

Based on the file provided by the client, Appliance HUP Corporation’s payment terms for Business
Partners are as follows:
o 2p10Net30
▪ Sales to customers or purchases from vendors can be paid within 30 days.
However, if the customer will pay within 10 days, a 2% discount is provided. If
Appliance Hub will pay the Vendor/Supplier within 10 days, Appliance Hub is
entitled to a 2% discount.
o Net30
▪ Sales to customers or purchases from vendors can be paid within 30 days.
o Cash – this is already set in SAP
▪ Sales to customers or purchases from vendors are paid in cash, no credit term
provided. Payment cannot be postponed, unlike for Net30 and 2p10Net30.
o 3 Installments (in 3 months)
▪ Sales to customers or purchases from vendors can be paid in 3 installments, for 3
months. Payment for the first month will start within 10 days from the posting date
within 10 days from the date of purchase.

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a. Setup the Payment Terms. Go to Administration > Setup > Business Partners >
Payment Terms
Terms Code 2p10Net30 Net30 3 Installments

Due Date / Based Posting Date Posting Date Posting Date

On
Start From 0 Months + 30 days 0 Months + 30
days

No. of Installments 3 installments within

3 months. First
payment is after 10
days from the date of
purchase.
Cash Discount 2% disc if paid
within 10 days

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2p10Net30

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Net30

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3 Installments

b. Capture every added payment term as shown above. Label it properly and paste it into
your workbook.

“Business Partner Group, Pricelist, and Changing of Field Descriptions”

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CUSTOMER GROUP
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VENDOR GROUP
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PRICELIST
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“Data Migration – Business Partner”

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“Users and Passwords”

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II. Essay
Answer the following questions in at least three (3) sentences each. (3 items x 10 points)

1. What is system integration?

System integration involves bringing together various components or segments to form a cohesive system. This integration
facilitates the seamless flow of information and functionality among the different parts, promoting a unified and efficient
operation. The interconnected nature of system integration not only enhances processes but also contributes to increased
productivity. By linking diverse elements, system integration creates a framework that streamlines operations and encourages
collaboration across multiple channels. The harmonious interaction of these integrated components leads to improved overall
efficiency. Ultimately, system integration plays a pivotal role in optimizing workflows and promoting collaborative efforts
across various channels and functions.

2. What are the significant aspects to consider system integration in an enterprise or

business?
In the context of system integration, companies must give importance to several crucial factors. These measures include
linking multiple systems, evaluating the costs and advantages of integration, and assessing the repercussions on workflow
and productivity. To enhance effectiveness and streamline processes, organizations should thoroughly scrutinize these
elements when incorporating systems. It is essential for firms to prioritize various key aspects when contemplating system
integration, such as the connection of diverse systems, the assessment of integration costs and benefits, and the analysis of
its impact on workflow and productivity. Businesses can enhance efficiency and simplify their operations by carefully
examining these elements during the integration of systems.

3. What kind of business problems can enterprise integration solve?

Enterprise integration has the potential to enhance communication within an organization, fostering better connectivity across
systems and sectors. Additionally, it facilitates improved interaction of data and information among different frameworks and
services. Furthermore, enterprise integration is capable of addressing bottlenecks in processes and supporting the
establishment of efficient organizational structures. Within an organization, the implementation of enterprise integration can
lead to the resolution of process bottlenecks and the promotion of effective internal organizational frameworks.

TASK PERFORMANCE 08