Fundamentals- Exercises

Unit:

SAP Business One Basics

Topic: Getting Started

At the conclusion of this exercise, you will be able to:

Log into SAP Business One

Set display parameters

Set up shortcut keys

Create and change a marketing document

Use Drag & Relate

In this exercise, you begin exploring SAP Business One. After

logging into the system, you will set display parameters and set
up shortcut keys.
You will create and change a purchase order to better understand
the features common to all marketing documents. You will use
drag and relate to find purchase orders for the vendor.
1-1

You want to work with the SAP Business One.

1-1-1 Log on to the SAP Business One system and choose a database as directed
by your instructor.
1.1.2

You would like to work with the SAP Business One system with the
language and other display parameters which you prefer.
Choose the language and date format appropriate to your region.

1.1.3

You already know that the transactions for sales orders, purchasing orders,
and production orders are the transactions that you will use most often.
Assign these transactions to the functions keys F2, F3, and F4.
Field Name or Data Type

Values

Shortcut

F2

Module

Sales A/R

Window

Sales Order

1.1.4

Field Name or Data Type

Values

Shortcut

F3

Module

Purchasing A/P

Window

Purchase Order

Field Name or Data Type

Values

Shortcut

F4

Module

Production

Window

Production Order

Create a purchase order for the vendor Lasercom. You would like to
search for the vendor by name since you do not know the vendor code.
Enter the following information in the purchase order.
Field Name or Data Type

Values

Delivery Date

<todays date>

Item No.

C00003

Quantity

Item No.

C00004

Quantity

10

Note: If the Type indicator does not appear in the rows, add the field using
Form Settings.
Add a row with a subtotal for the order.
Field Name or Data Type

Values

Type

Subtotal

Add two additional items to the order.

Field Name or Data Type

Values

Item No.

A00005

Quantity

Item No.

A00006

Quantity

Add a text line to the order. And follow that with a second subtotal row.

Field Name or Data Type

Values

Row Type

Text

Text Editor

Any text

Row Type

Subtotal

Is it possible to add an alternative item row to the purchase order?

________________________________________________________
Save your purchase order..
Write down your purchase order number: ______________
1.1.5

Find all the purchase orders for Lasercom using Drag&Relate.

Go to the Drag & Relate menu.
Use one these two methods to find the purchase orders.
Option 1: Select Purchase Order. All purchase orders are displayed.
Therefore, use the Filter function to select the purchase orders only of the
vendor V20000.
Option 2: Select Business Partners. All Business Partners display. Drag
business partner V20000 to Purchase Order, so you get only purchase
orders for the vendor V20000.

1-1-6 Open the first purchase order in the list by choosing the arrow at the
beginning of the row.
Open the Last Prices Report window to display the last prices out of
documents and special prices.
1-17 Make one or more of the following changes to the purchase order: add a
row, delete a row or duplicate a row. Change the item description for one
of the items.
In order to group different rows by item, choose Summary Type: By Items
(in the top right corner of the Contents tab.).
Tip: After changing the item description, select Ctrl+Tab in order to leave
the field.
1-1-8 Open the row details for the first item. View the warehouse quantities by
navigating to the Whse field and choosing Ctrl + Tab.
In stock: ___________
Ordered: __________
Committed: _________
1-1-9 Save the changes to this purchase order (if you havent already saved the
changes in step 1-1-7).

1-1-10 View the change log to see what the changes have been made to the
purchase order.