Sap Record Bcrm

8/8/2019 Sap Record Bcrm

1/39

Ex No: 1 Date: 06 /01/09

Preparation of Employee Master

DataAnd Human Resource Reports

Aim:

To c rea te Employee Mas te r Da ta and Human Resource Repor t s .

Algorithm:

Ma in Me nu Hu ma n R es ou rc es E mp lo ye e M as te r D at a.

Ma in Me nu Hu ma n R es ou rc es H um an R es o ur ceRepor t s .

Procedure:

Choose Human Resources Employee Master Data.o The Employee Master Data window appears in the Findmode.

Switch to the Add mode as desc r ibed in the cor respond ing

Get t ing

Started section. In the General Area f ields, enter the employees full name, job

title and p os it ion , de pa rtme nt, b ra nch , ma na ger, a ndcontact information . You may add the employee's picture as

well.

On the Address tab, enter the employees work and home address. On the Membership tab, define how the employee fits into the

company and to which team the employee belongs.

SAP BUSINESS ONE

ENTERPRISE RESOURSE PLANNING (LAB II) ANNA UNIVERSITY-COIMBATORE


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MBA - BCRM SAP BUSINESS ONEI 1

To t r a c k t h e e m p l o y e e s e m p l o y m e n t p e r i o d a n d s t a t u s ,

choose Administrat ion.



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Output: SAP BUSINESS ONEI 4



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SAP BUSINESS ONE I5



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SAP BUSINESS ONE I6

Ex No: 02 Date: 21/01/09

P r e p a r a t i o n o f

P r i c e L i s t f o r P a r t i c u l a r I t e mAim:

To create Price list for a particular item.

Algorithm:

Main Menu Inventory Price Lists PriceLists.

Main Menu Inven to ry I tem Master Da ta.

Procedure:

Choose Inventory Price Lists Price Lists. On the menu bar, choose Data Add Row.

o

A new active row is added to the end of the list of price lists. Enter the appropriate data for the base price l is t and

factor if the price list is a dependent list . If the list is a base price list , enter the reference of the

price list to

itself and the factor 1 in the Factor column. M ai nt ai n t he p r i c e s i n th e p r i c e li s t a n d wh e r e

appropr i a t e

enter the base prices (if the list is a base price list).

Report:

Thus Price list for a p articular item has been created



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with sp ecific details.

SAP BUSINESS ONE I 7



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SAP BUSINESS ONEI 8

Output:



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SAP BUSINESS ONE I9

Ex No: 03 Date: 30/01/09


P r i c e L is t f o r C u s t o m e r sAim:

To c rea te P r ice L i s t fo r a pa r t i cu la r c us tomer.

Algorithm:

Ma in Menu I nv en to ry Pric e L is ts Price Lists .

Main Menu Inven to ry I tem Master Data .

Ma in M en u B us in es s P ar tn er B us in es s P ar tn er M as te rDa ta .

Procedure:

Choose Inven to ry Pr ice L i s t s Pr ice

Lis t s . o The Price List window appears.

Double c l i ck the number to the l e f t o f the re levan t P r i ce

Lis t Name. o The price list window for the selected Price List

Name appears.

Enter prices as necessary in the Price column.

Choose Update.

Process Flow

F i r s t , y o u d e f i n e o n e ( o r m o r e ) b a s e p r i c e s l i s t s . I n t h e b a s e

p r ic e l i s t, y ou e nt er t he p ri ce o f e ac h i te m o n c e. You t he n

re fe r al l th e ot he r pr ic e lists you define to the base price list with a

particular factor.



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o For example , you cou ld c rea te p r i ce l i s t A fo r r egu la r

customers, and price l ist B for customers that only make

occasional purchases. The prices in price l is t B are to be

1 0 % h ig he r. You d ef in e p ri ce l is t B f or l es s re gu la r

customers and refer it to price list A with a factor of 1.1.

The sys tem then chooses the h igher p rice for

customers that only make occas ional purchases and for

who price list B has been entered in the master record.

o The advantage of this is that you only have to enter the

price o f an i tem in the sys tem once ( in the base p ri ce

l is t ). The sys tem then calcu la tes the p ri ces val id for

particular cases automatically on the basis of this.

To adjus t prices, you s imply change them once in the base

price lis t. The change is then made automatically in al l of the

pri ce lis ts tha t ref er to the base price list.

To change the ra t io o f two p r ice l i s ts to each o the r, s imply

c h an g e t h e fa ct or o nc e. I n t he exa mp le a bo ve , yo u c ou ld

change the factor to 1 .15 so tha t the p r i ces fo r cus tomers

t h a t m a k e o c c a s i o n a l p u r c h a s e s a r e generally 15% higher

than for customers that make regular purchases.o Ten price lists are predefined in the system. You can add

prices to these, change them or delete them to map your

pricing logic in the system. You can use all or just some of

the defined price lists.

Report:

T h u s P r i c e l i s t f o r a p a r t i c u l a r c u s t o m e r h a s b e e n

crea ted wi th speci f i c de ta il s .




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Output:




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Ex No: 04 Date: 20/02/09


L a s t P u r c h a s e P r i ceAim:

To create a Last Purchase Price for a particular item.

Algorithm:

Main Menu Inventory I tem Master Data.

Main Menu Purchase A/P Purchase Order.

Main Menu Purchase A/P Purchase Order GRPO A/P

Invoice.

Procedure:

Create a new item. Give the price list as last purchase price. Check the new item in last purchase price, the data will not be available. Raise purchase order for the respective item. Check price list, price would not been displayed. Raise GRPO and A/P Invoice. The Price list will be displayed.

Report:

Thus Last Purchase Price for a part icular i tem has been

created

with specific details.




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Output:




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Ex No: 05 Date: 21/02/09

P r e p a r a t i o n o f S p e c i a l P r i c e s

Aim:

To crea te Spe cial Price for a particular customer.

Algorithm:

Main Menu Inv entory Specia l Prices Hierarchies and

Expansions

Main Menu Inventory Price Lists Special Prices

Special

Prices for Business Partners

Main Menu Inventory Price Lists Special Prices

Copy

Special Prices to Selection

Procedure:

Defining QuantityBased Special Prices for a Price List

Choose Inventory Special Prices Hierarchies andExpansions.

Double click the field of the required row to open the Price List ItemDetails by Period window.

The Define Hierarchies for Price List Window appears.

Edit the data and choose Update.




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To confirm your entr ies , choos e Update in the Define

Hierarchies

for Price List window and in the Prices List Item Detailswindow.

To s a v e t h e m o d i f i e d s p e c i a l p r i c e s , c h o o s e U p d a t e

i n t h e Hierarchies and Expansions window.

Defining QuantityBased Special Prices for a Business Partner

Choose Inven to ry Pr ice L i s t s Spec ia l P r i ces

Special Prices for Business Partners.

The Special Prices for Busines s Partners window appears. Double c l i ck a row to open the P r i ce L i s t I t em De ta i l s by

Pe ri o d Window.

Doubleclick a row to open the Special Prices Hierarchieswindow.

Af te r yo u en te r o r cha ng e t he p r i ce , t he sys t emautomat ica l ly ca lcula tes the d iscount f rom the d i fference

between quanti tybased and the datedependent special

price.

To c o nf i rm y o ur e n tr i es , c h oo s e U p d at e i n t h e S p e ci a l

Price s H i er a rc h ie s w i nd o w a n d t h e P r ic e L is t I t em

De ta i l s by Pe r i od window.

To save the modif ied specia l pr ices , choos e Update in

the Spe cia l Prices for Business Partners window.

Report:




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Thus Spec ia l P r i ce fo r a pa r t i cu la r cus tomer has

been created with specific details.




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Ex No: 06 Date: 25/02/09

Preparation of Goods Receipt and Goods Issue

Aim:

To crea te goods re ce ip ts wi thout re f erence to a

pur cha se ord er and enter goods issues that do not refer to a

specific customer delivery.

Algorithm:

Inven to ry I tem Master Da ta

Inventory Inventory Transaction Goods Receipts

Inven to ry Inven to ry Transac tion Goods Is sues

Procedure:

Create two items using the item master data.

Create a GRPO for each other items and raise their in stockto 100 quantities.

Open GRPO window in the inventory transaction menu and

post the order for five quantities for one item.

O p e n g o o d s i s s u e s w i n d o w i n t h e i n v e n t o r y t r a n s a c t i o n

m en u a n d p o s t t h e o r d er f o r t w o q u a n ti t i es f o r a n o t h er

it em . Ch ec k th e inventory status.

Report:

T h u s c r e a t e g o o d s r e c e i p t s w i t h o u t r e f e r e n c e t o a

pu rch as e ord er and enter goods issues that do not refer to a

specific customer delivery has been created.




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Output:SAP BUSINESS ONE I 20



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E x N o : 07 Date: 26/02/09

Preparation of Inventory Transfer

Aim:

T o c rea te a n In v en to ry T ra n s f e r

an d to ch ec k th e current stock

s i t u a t i o n f o r i t e m t o b o t h c o n s i g n e e a n d c o n s i g n e r

w a r e h o u s e s .

Algorithm:

Main Men u Inve ntor y Inve ntor y Tran sac t ion s Inventory

Transfer.

M a i n M e n u A d m i n i s t r a t i o n S e t u p I n v e n t o r yWarehouse

In ve nt or y In ve nt or y Tr an sa ct io ns Inventory Transfer.

Procedure:

Choose Admin i s t ra t ion S e t u p Inven to ry Warehouse

Create new Warehouse .

Cl ick accoun t ing , c rea te PO.

Go to Inven to ry Trans fe r.

Ente r Co lumn de ta i l s fo r cus tomers .

Place an o rde r fo r i t ems us ing warehous e .




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Report:

T h u s I n v e n t o r y T r a n s f e r a n d t h e c u r r e n t s t o c k

s i t u a t i o n f o r i t e m t o b o t h co n s ig n ee an d co n s ig n er

warehouses has been c rea ted .

Output:




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E x N o : 08 Date: 12/03/09

Preparation of

Material Requirement Planning

Aim:

To c rea te fo recas t wi th the s t a r t da te & end da te fo r an

i t em us ing Mate r i a l Requ i rement P lann ing .

Algorithm:

Ma in M en u M R P M R P Wizard.

Procedure:

Start the MRP Wizard. Crea te a new MRP scenar io o r se lec t an ex i s t ing one .

D ef in e th e p ara me te rs f or yo ur sc ena rio , su ch as theplanning

hor izon and i t em de ta i l s .

D e f i n e t h e d a t a s o u r c e s f o r r e q u i r e me n t s t h a t y o u w a n t t o

inc l ude in your MRP scenario .

F o r e x a m pl e , y o u d e f in e w h et h er y o u w a n t t o c o ns i d er t h e

e x is t in g s t oc k o r t he m in im um s t oc k l ev el . You c an a ls o

include a predefined forecast .

Save the scenario or run it. After you run the scenario, the system displays the MRP Results.

I f t h e r e a r e r e d f i g u r e s i n t h e r e s u l t t a b l e , s o l v e t h e

prob lem and re run the MRP.




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A n a l y z e t h e M R P r e s u l t s . Yo u c a n d i s p l a y t h e f i n a l s t o c k

quan t i ty be fo re the MRP run o r a f t e r i t .

Save the recommenda t ions and ex i t the MRP Wizard .

Report:

T h u s f o r e c a s t w i t h t h e s t a r t d a t e & e n d d a t e f o r a n

i t e m u s i n g M a t e r i a l Re q u i r e m en t P l a n n i n g h a s b e e n c re a t e d

wi th spec i f i c de ta i l s .




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Output:




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E x N o: 09 Date: 13/03/09

P r e p a r a t i o n o f S a l e s O p p o r t u n i t y

Aim:

To c rea te Sa les Oppor tun i t i e s and Oppor tun i ty P ipe l ine .

Algorithm:

Ma in Me nu Sa le s Op po rt un it ie s Sales Opportunity.

Procedure:

D e f in e b us i n es s p a r tn e r s , a s yo u e n te r s a le s

o pp or tu ni ti es p er l ea d o r c u s t o me r , s e e B u si n es s P a r t n er

M a s t e r D a t a . Yo u c a n a l s o d e f i n e a new bus iness partner via

th e Sales Opportunity window.

Adding Sales Opportunities

Choose Sales Opportunities Sales Opportunity. The Sales Opportunity window appears in Add mode. Choose the Business Par tner Code. The cus tomer' s de fau l t

conta ct p e r s o n a n d s a l e s e m p l o y e e a r e d i s p l a y e d i n

a d d i t i o n t o t h e b us in es s p a r t ne r' s c od e a nd n am e.

Ch oo se d i ff e re n t emp lo yee s f rom the lis t.

I t i s p r e f e r a b l e t o a s s i g n a n Owner f o r e a c h s a l e s

o p p o r t u n i t y . I n a d d i t i o n , d i f f e re n t o w n e r s c a n b e a s s i g n edfor each sa les s t age .

In the Potent ia l or Stages t ab , en te r the po ten t i a l amount

fo r each s t age o f the sa les oppor tun i ty. Th i s amount i s

upda ted in bo th t abs .

E n t e r t h e i n f o r m a t i o n i n t h e o p t i o n a l f i e l d s a c c o r d i n g t o




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your requ i rements , see Sa les Oppor tun i ty Window.SAP BUSINESS ONE I 28



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SAP BUSINESS ONE I29

Choose Add to save the changes and c lose the

window. Viewing and Updating Sales Opportunities

Choose Sales Opportunities Sales Opportunity. The Sales Opportunity window appears in the Add mode.

Swi tch to F ind mode . I n t h e No. f i e l d , e n t e r t h e n u m b e r o f t h e s a l e s o p p o r t u n i t y,

o r u se S AP B us in es s O ne 's s ta n da rd s ea rc h f un ct io ns .

Th e de ta i l s of th e sales opportunity are displayed and can be

updated as required.

Choose Update to save the changes, then OK to close the window.

Closing Sales Opportunities

F r o m t h e M a i n M e n u , c h o o s e S a l e s O p p o r t u n i t i e s

Sales Opportunity. On the Summary tab , se lec t Won or Lost. The Las t Document Amount d i s pl a y s t h e a m ou n t l i st e d i n

t he l as t r e la t e d d o c u me n t , s u c h a s a s a l e s q u o t a t i o n . I f

n o d o c u me n t h a s been linked, the Potential Amount is

displayed.

I f r e q u i r e d , r e o p e n a s a l e s o p p o r t u n i t y b y s e l e c t i n g O p e n

i n t h e Summary tab. Choose Update to save the data . Al l f ie lds are d isabled once

Update has been chosen.

Deleting Sales Opportunities

To d e le t e a s a le s o p po rt u ni t y, i n t h e Data menu, choose

R em ov e. A m es s a g e w a r n s t h a t t h i s p r o c e d u r e i s i r r e v e r s i b l e .

No te th at yo u ca n dele te only open oppor tuni t ies .



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SAP BUSINESS ONE I30

Report:

Thus Sales Oppor tuni t ies a nd Oppor tuni ty Pipe l ine are

cre ate d with a specific with the details.

Output:



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E x N o : 10 Date: 16/03/09

Preparation of

Serial Number Management

Aim:

To c rea te Se r ia l Number Management .

Algorithm:

M ai n M en u I nv en to ry I nv en to ry R ep or ts Serial

Numbers

Transact ions Repor t .

Procedure:

Choose Administration System Initialization General Settings

Inven to ry t ab I tems t ab .

o The General Settings Items Tab is displayed. In the Management Method field, select On Every Transaction to

create serial numbers on every inventory transaction .

C h o o s e I n v e n t o r y I t e m M a s t e r D a t a t o c r e a t e a n e w i t e m

ma st er data record .

S w i t c h t o t h e Add m o d e a s d e s c r i b e d i n G e t t i n g S t a r t e d ,

a n d f i l l i n t h e n ec e s s ar y f i el d s .

On the General tab, select Manage Item by Serial Numbers to

handle serial numbers for the item.




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C r e a t e a n i n b o u n d t r a n s a c t i o n , s u c h a s a G o o d s R e c e i p t

P O d oc um en t, A /P I nv oi ce , o r G oo ds R ec ei pt s to ck e nt ry

doc umen t and choose Add.

E n t e r t h e s e r i a l n u m b e r s m a n u a l l y i n t h e C r e a t e d S e r i a l

N um be rs a r e a , o r s e le c t A u to m a t ic C r e a t i o n t o c r e a te

n u m e r o u s s e r i a l n um be rs s im ul ta ne ou s ly.

E n t e r t h e q u a n t i t y o f s e r i a l n u m b e r s t h a t y o u w a n t t o

c r e a t e f o r t he i te m.

C h o o s e w h e t h e r y o u w a n t t o c r e a t e m a n u f a c t u r e r ' s s e r i a l

n u m b e r a n d e n te r t he v a lu e .

Ente r the va lue fo r the se r i a l number fo rmat . Choose whe the r you wan t to c rea te lo t number and en te r the

va lue . Fi l l in the res t o f the f i e lds an d choose Crea te . Ve r i f y t h a t t h e l i s t o f s e r i a l n u m b e r s h a s b e e n c r e a t e d

a n d c h o o s e U pd at e.

To save the d ocument , choose Add .

Report:

T h u s S e r i a l N u m b e r M a n a g e m e n t h a s b e e n c r e a t e d w i t h

speci f ic deta i l s .




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Output:




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E x N o : 11 Date: 18/03/09

Preparation of Service Contract

andCustomer Equipment Card

Aim:

To c rea te a Se rv ice Cont rac t and Cus tomer Equ ipmentC a r d .

Algorithm:

Main Menu Serv ice Serv ice Conta rc t .

Main Menu Serv ice Cus tomer Equ ipment Card .

Procedure:

Choose Serv ice Serv ice Cont rac t . The Serv ice Cont rac t window i s d i s p layed .

E n te r t h e c u s t o me r c o de a n d n a me , c o nt a ct p e rs o n ( i f

n ec es sa ry ) , a n d s t a r t a n d e n d d a t es f o r t h e s e r v i c e

con t rac t . You a l so can add a short descr ip tion o f the se rv ice

contract.

E n t e r t h e g e n e r a l d e t a i l s a b o u t t h e s e r v i c e c o n t r a c t o n t h e

Ge ne ra l tab.

E n t e r t h e i t e m d e t a i l s o n t h e I t e m s t a b , d e p e n d i n g o n t h e

se rv ice con t rac t type ( se r i a l number o r i t em group) .

E n t e r t h e d e t a i l s f o r t h e s e r v i c e c o n t r a c t c o v e r a g e a n d

a v a i l a b i l i t y o n t h e Co v er a ge t a b .

Add any a t t achments on the At tachments t ab .




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To add the new se rv ice con t rac t to the sys tem, choose Add .




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Procedure: Choose Serv ice Cus tomer Equ ipment Card . T h e C u s t o m e r E q u i p me n t C a rd w i n d ow a p p e a rs i n t h e

F i n d m o de . U se a p ro ce du re d es cr ib ed i n t he G e t t i n gS t a r t e d se ct io n to sw it ch to the Add mode.

I n t h e G e ne ra l A re a , e n te r t h e c us t om er i n fo r ma t io n a n d

t h e s er i a l n u mb e r . C h o o s e t h e s t a t u s o f t h e c u s t om e r

e q u i p m e n t c a r d a n d e nt er t he d et ai ls f o r th e te ch ni ci an a nd

territory.

O n t h e A d d r e s s t a b , e n t e r t h e a d d r e s s d e t a i l s f o r t h e

cus tomer tha t ob ta ined the i t em wi th th i s se r i a l number. O n t h e S a l e s D a t a t a b , e n t e r t h e b u y e r c o d e a n d t h e

d e l i v e r y a n d t h e s a l e s i n v o i c e d e t a i l s , i f t h e y e x is t i n S A P

Bus iness One .

O n t h e A t t a c h m e n t s t a b , a d d a n a t t a c h m e n t , i f n e c e s s a r y.

To save the s e r i a l number i t em, choose Add .

Report:

T h u s S e r v i c e C o n t r a c t a n d C u s t o m e r E q u i p m e n t C a r d h a v e

be en created.




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Output:




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E x N o : 12 Date: 20/03/09

P r e p a r a t i o n o f S e r v i c e C a l l s

Aim:

To c rea te a Se rv ice and Serv ice Ca l l s .

Algorithm:

Ma in Me nu Se rv ic e Service Call.

Procedure:

Choose Serv ice Serv ice Ca l l . The Serv ice Ca l l window appears .

E n t e r t h e c u s t o m e r c o d e , a s w e l l a s t h e i t e m c o d e a n d t h e

se r i a l number ( i f necessa ry ) .

Ente r a shor t p rob lem desc r ip t ion . O n t h e G e n e r a l t a b , c h o o s e t h e o r i g i n o f t h e s e r v i c e

c a l l , i t s p ri or it y a n d t yp e.

S e l e c t e i t h e r t h e a s s i g n e e , o r t h e q u e u e a n d t h e

t e c h n i c i a n r es p o ns i b le f o r th e se r vi c e ca l l.

O n t h e R e m a r k s t a b , e n t e r a n y i m p o r t a n t a d d i t i o n a l

i n f o r m a t i o n r e g a rd i n g t h e s er v i ce c a l l .

O n t h e A c t i v i t i e s t a b , a d d a n e w a c t i v i t y f o r t h e s e r v i c e

ca l l , i f necessa ry.

O n t h e S o l u t i o n s t a b , s e a r c h f o r t h e r e c o m m e n d e d s o l u t i o n

f o r t h e s e r v i c e c a l l , o r c r e a t e a n e w s o l u t i o n f o r t h e

prob lem.




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O n t h e E x p e n s e s t a b , a d d a m a r k e t i n g d o c u m e n t t o

e n t e r t h e e x p e n s e s o f t h e s e r v i c e c a l l .

O n t h e R e s o l u t i o n t a b , e n t e r a d e s c r i p t i o n o f t h e r e s o l u t i o n

to the se rv ice ca l l p rob lem.

To save the se rv ice ca l l , choose OK.

Report:

T h u s S e r v i c e a n d S e r v i c e C a l l s f o r t h e g i v e n d a t a

h a v e b e e n c r e a t e d .

Output:


Documents

Sap Record Bcrm