Fundamentals-Solutions

Unit:

SAP Business One Basics

Topic: Getting Started

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.
a. Start SAP Business One by choosing Start SAP Business One.
b. In the window Welcome to SAP Business One you enter the User Code
and Password.
c. You get to the window Choose Company. Choose the appropriate
database as directed.
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.
Choose Administration System Initialization General Settings.
Choose the Display tab and enter your preferences.
Choose OK to save your settings.

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.
Choose Tools My Shortcuts Customize.
Field Name or Data Type

Values

Shortcut

F2

Module

Sales A/R

Window

Sales Order

Choose Allocate.
Field Name or Data Type

Values

Shortcut

F3

Module

Purchasing A/P

Window

Purchase Order

Choose Allocate.

Field Name or Data Type

Values

Shortcut

F4

Module

Production

Window

Production Order

Choose Allocate.
1.1.4

Choose OK.
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.
Choose Purchasing A/P Purchase Order
Use one of the two methods below to search for the vendor Lasercom.
Option 1: Choose the Tab key in the Vendor (Number) field, and the
List of Business Partners window opens. Double-click on the BP Name
column and enter L into the Find field. The system positions on the first
entry beginning with L.
Option 2: Enter L* into the (Vendor) Name field, choose the Tab key,
and the Choose from List window opens. The system positions directly on
the first entry beginning with L and only displays the entries beginning
with L.
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, choose the Form
Settings icon and select Type in the Table Format tab.
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?

No, alternative item rows are only available in sales quotations.
Save your purchase order by choosing Add.
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.
Navigate to the price in the first row of your purchase order. Choose Ctrl
+ Tab or select Last Prices from the context menu for the unit price to
open the Last Prices Report.
1-1-7 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.
Data Add Row or Right mouse-click Add Row.
Data Delete Row or Right mouse-click Delete Row.
Data Duplicate Row or Right mouse-click Duplicate Row
In order to group different rows by item, choose Summary Type: By Items
(in the top right corner of the Contents tab.).

After changing the item description, select Ctrl+Tab in order to leave the
field.
1-1-8 Open the row details by clicking the arrow on the row number of 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). Choose Update.
1-1-10 View the change log to see what the changes have been made to the
purchase order.
From the menu bar, choose: Tools Change Log.