TTP 2015 Logistics

<Course Number and Course Title ABC123
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BASIC BUSINESS PROCESS
using SAP Business One
SAP 2007 /
GETTING STARTED
Choose Company
Main Menu
Company
OEC Computers
Sales manager
Modules
User
Administration Choose Company
Server
Company Databases
Drag & Relate
Administration
Financials
Sales Opportunities
Sales A/R
Purchasing A/P
Business Partners
Banking
Inventory
Production
MRP
Service
Human Resources
Reports
My Menu
Menu Bar and Toolbar
File
Edit
View
Data
Goto
Modules
Tools
Window
Help
Menu Bar
Toolbar
For navigating between

data records
General
Print Preview
Export to MS-EXCEL
Find
Print
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Add
Send E-mail
Export to PDF
First Data Record
Send SMS
Launch Application
Previous Record
Send Fax
Lock Screen
Next Record
Last Data Record
Functions in a Form
Selection List
Dropdown List
Link Arrow
Business Partner Master Data
Code
Name
Currencies
Ctrl+Double-Click
Original Description:
Mobile Phone
New Description:
?
Bold
Italics
Tel 1
Tel 2
Mobile Phone
Fax
Email
Customer
Personalize windows and settings

Main Menu
OEC Computers
Sales Manager
Modules
Drag & Relate
User-defined Shortcuts
My Menu
Forms
Reports
Queries
Links
Customize
Allocation
Shortcut
User-defined
Menu
F2
List
Current Window
Module
Window
Administration
Financials
Sales Opportunities
Sales A/R
Purchasing A/P
Business Partners
Banking
Inventory
Production
MRP
Service
Purchase Order
Goods Receipt PO
Goods Return
A/P Down Payment Request
A/P Down Payment Invoice
A/P Invoice
A/P Credit Memo
A/P Reserve Invoice
Landed Costs
Document Printing
Purchasing Reports
OK
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Main Menu
OEC Computers
Sales manager
Modules
Drag & Relate
Administration
Financials
Sales Opportunities
Sales A/R
Purchasing A/P
Business Partners
Banking
Inventory
Production
MRP
Service
Human Resources
Reports
My Menu
Form Settings Main Menu

Menu Item
Visible
Administration
Financials
Sales /AR
...
Manually choose
the menu items you
want to display.
Apply Authorizations
Display only modules and menu

items the user is authorized for.
MASTER DATA
Master Data Concept
Business Partners
Addresses
Payment Terms
Price lists
Control Account
Items
Inventory Accounts
Warehouses
Item Groups
Item Properties
Price lists
Three Types of Business Partner Master Records
Vendors
Customers
Leads
One or more control

accounts for vendors
One or more control

accounts for
customers
Leads do not have

any effect on
accounting.
Possible
transactions
Possible
transactions
Possible
transactions
All sales
transactions
Sales
opportunities
All purchasing
transactions
Quotations and orders

Sales
opportunities
Structure of the Business Partner Master Record

Header Data
Code
Name
Group
Currency
General
Contact
Persons
Telephone/Fax
Name
Active /
On Hold
with Dates
Address
Contact Person
Account Balance
Deliveries
Orders
Opportunities
Business Partner Type
Payment
Terms
Addresses
Accounting
House Bank
Consolidating
Discount
Payment
Method
Control
Account
Credit Limit
Dunning
Bill to Address/ Payment

Pay to Address Terms
Ship to
Address
Payment
& System
Partial Delivery
Tax
Properties
Up to 64
different
Business
Partner
Properties
Details
Text
Photo
Structure of the Item Master Record

Item Master Data
General Area
Item Number
Description
Item Group
Prices
Bar Code
General
Manufacturer
Purchasing
Purchasing Units Sales Unit of

of Measurement Measurement
Customs Group
Valid / On Hold
with Dates
Costing Method
Warehouses
Shipping Type
Serial and
Batch Numbers
Inventory
Sales
Tax Information
Planning
Dimensions
Details
Text
Photo
Cost Price
Order
Information
Lead Time
Dimensions
Properties
Planning System Up to 64
different
Procurement
Items Properties
Method
Stock Quantities
Tax Information
Type of Item
Finding Item Master Records

Items Master Data
Item Number
Description
Item Type
Item Group
Price List
Purchasing Data
Regular Vendor
Mfr Catalog No.
Purchasing UoM
Items per Purchase Unit
......
.......
Searching for an item with a

specific catalog number
*
*ball
Purchased Item
Sales Item
WH Item
Example: Searching
for all items Fixed Assets
containing ball in
the description
Common Data Structure for Marketing Documents
General
Document
Data
Business Partner
Name
Contact Person
Contents
Document
Content
No.
Status
Posting Date
Logistics
Accounting
Item/Service
1
2
Item/Cat. No.
Quantity
Ship to
Pay to
Shipping Type
General
Information
(Footer)
Buyer/Sales Person
Remarks
Journal Remark
Payment Terms
Tax Information
Total Before Disc.

% Discount
Total Payment Due
Drag&Relate
SAP Business One
OEC Computers
manager
Item Master Data

Drag and Relate
Sales / AR
Sales Quotation
Sales Quotation Details
Sales Order
Sales Order Details
Item Number
Description
Foreign Descrip.
Item Type
Item Group
Price List
M00001
Mouse Pad
Items
Accessories
01 Purchase Price List
Delivery
Delivery Details
Returns
Return Details
A/R Invoice
A/R Invoices Details
A/R Credit Memo
A/R Credit Memo Details
List of all quotations for item M00001
PURCHASING PROCESS
Purchasing Items: Process Overview
System Configuration
Master data
Warehouse management
Purchasing
Outbound
logistics
Inbound
logistics
Production
Marketing
&
Sales
Service
Financial controlling
Purchase Order
Goods Receipt
PO
A/P Invoice
Outgoing
Payment
Document Flow in Purchasing
Warehouse
(Quantity)
General Ledger
(Value)
Purchase Order
10 printers are currently in stock

We order 5 more from our vendor
Five appear on the inventory reports as ordered
15 will be available to promise,
Although only 10 are physically in stock
Goods Receipt PO
10 printers are currently in stock

We ordered 5 more from our vendor
The vendor delivers 5
After goods receipt, 15 are in stock
Two options to create a follow-up document: Copy

to/ Copy from
Copy to
Copy from
Open saved document to copy
Enter business partner in a new
All items copied to new
document
Choose one or multiple
documents from a list
Draw document wizard allows you
to:
customize rows and quantities
copied
select the exchange rate to use
document
No options available on how
items are copied
However, you can delete items
and adjust quantities after
copying
Effects of the Goods Receipt PO
1
4
Partial Deliveries and Overdeliveries

Goods Receipt PO
Purchase Order
Vendor
Y1000
#
1
2
3
3)
4)
2n
dP
10
15
2
1) Overdelivery
Goods Receipt PO
Vendor
#
1
2
3
2) Add Items
ar
ti
al
De
liv
er
y
Vendor
#
1
2
3
4
Vendor
#
1
2
3
Y1000
Goods Receipt PO
Goods Receipt PO
Y1000
20
very
i
l
e
D
l
a
ti
1st P ar
Vendor
Y1000
Y1000
#
1
2
3
1
A/P Invoice
You receive an invoice from the vendor for the 5 printers

You enter an A/P invoice to reflect the vendor invoice
The A/P invoice is the basis for payment to the vendor
Effects of the A/P Invoice
4
1
Quantity increases only if no prior

goods receipt is referenced.
Payment Processing
We owe the vendor for 5 printers

An A/P invoice has been entered for the amount owed
You create an Outgoing Payment according to payment terms
The journal entry:
Reduces cash (credit)
Decreases the amount owed to the vendor
Goods Returns
Stock Acc.
100
Allocation
Acc.
100
20 scanners were ordered and delivered

2 scanners were damaged in transit
Use the goods return to return the
scanners to the vendor for credit

Stock Acc.
100
Warehouse
(Quantity)
General Ledger
(Value)
Allocation
Acc.
100
Credit Memo for Purchasing
Stock Acc.
100
Allocation
Costs Acc.
100
Alloc.
100
100
50 CD boxes were ordered,
delivered and invoiced

5 boxes were defective
Use the credit memo to return
items for credit when an A/P
invoice exists
Warehouse
(Quantity)
General Ledger
(Value)
Stock Acc.
100
Vendor
Vendor
100
SALES PROCESS
Sales Process
Master data
Purchasing
Outbound
logistics
Inbound
logistics
Marketing &
Sales
Service
Production
Sales Order
Delivery
A/R Invoice
Incoming
Payment
Document Flow in Sales
Sales Order
Warehouse
(Quantity)
General Ledger
(Value)
Delivery
A/R Invoice
Leads and Customers
Leads
Use on pre-sales
documents or sales
orders
Not on deliveries or
invoices
Customers
Use on any sales
document
Convert leads to
customers when
they buy
Sales Order
Our customer orders 5 laptops

We enter customer, items, and quantities in the sales order
The system determines the price automatically
A manual discount for 1% is entered in the order
The customer is also eligible for an early payment discount of 2%
Item Availability Check in Sales Orders

2.)
1.)
Sales Order
Item No.
A00001
Description Quantity WH
50
01
Administration System Initialization

Document Settings
Document Settings
Per Document
Document
Sales Order
Activate Automatic Availability Check
If Order Quantity
>
Quantity Available
Item Availability Check
3.)
Item No.
A1000
Warehouse
01
Quantity Ordered
50 Pair = 100 pcs
Requested Due Date

Available Quantity
05.06.2010
Earliest Available
10.06.2010
28 pieces
Select Action:
Continue
Change To Available Quantity

Display Available-to-Promise Report
Display Quantities in Other Warehouses
Display Alternative Items
Delete Row
Delivery
We ship 5 laptops to the customer

The quantity of 5 laptops is
removed from inventory

The inventory account is credited
for item cost
The cost of goods sold account is
debited
A/R Invoice
We bill our customer for the 5 laptops

The total includes the 1% manual discount
The due date is based on the customers
payment terms
A journal entry is created to record:
a credit to revenue
a debit to the customer account
Incoming Payment
The customer pays the invoice on time
for the 5 laptops

The total includes the 1% manual
discount and the early payment
discount of 2%
A journal entry is created to record:
debits to our house bank account
and discount accounts
a credit to the customer account
Sales to One-Time Customers (A/R Invoice + Payment)
Setup Financials G/L Account Determination
Menu
Administration
Sales
Default Customer for A/R Invoice + Payment
C9999
One-Time Customer
A/R Invoice + Payment

Customer
Name
Ship To
Payment Means
C9999
Michael Kramer
Check
Main 9855
Chicago TX 65095
Bank Transfer
Item No.
Item Description
Credit Card
A00001
A00002
...
Twin Seater
Three Seater
Cash
Add
USD 303.84
Balance Due
Balance Due USD 1303.84
USD 1000.00
USD 1303.84
Postings in Sales Process for Inventory Items

Inventory Item
Sales Item
Purchased Item
Fixed Assets
Sales Order
Delivery
Cost Acc.
100
A/R Invoice
Stock Acc.
100
Customer
100
Revenues Account
Sales Revenues EU
Foreign Revenues Acc.
100
Returns
Delivery
Cost Account
50
Stock Account
Cost Account
Sales Returns
50
50
Returns
50
Warehouse
(Quantity)
General Ledger
(Value)
Credit Memo
Cost Acc.
50
Stock Acc.
50
Customer
100
Cost Acc.
50
Warehouse
(Quantity)
General Ledger
(Value)
Customer
100
Sales
Revenues
100
Revenues Acc.
100
Stock Acc.
50
Inventory
Contents:
Overview of Inventory Processes
Setting up Inventory
Warehouse Management
Pick and Pack
Setting up Pricing
MRP
Inventory: Purpose
In this unit, you will:

Complete the process steps for receiving, issuing and transferring
inventory
Set up master data for inventory
Create items managed by batches and serial numbers
Pick and pack items for a sales inventory
Create price lists and special prices
Run MRP for an item
Inventory: Business Example
Your company makes, buys and sells items that are stored in multiple
warehouses.
Some of these items are managed by serial numbers and others are batch-
managed.
All of the items have multiple prices for the various price lists you use for
different types of customers. In addition, special prices have been set up for
certain customers.
Sales items ready to be delivered are picked and packed by warehouse
personnel.
Material requirements planning (MRP) is performed on items that you
manufacture or purchase in order to maintain needed inventory levels or fulfill

customer requirements.
Overview of Inventory Processes: Unit

Overview Diagram
Inventory Management
Topic 1: Overview of Inventory Processes
Topic 2: Setting up Inventory
Topic 3: Warehouse Management
Topic 4: Pick and Pack
Topic 5: Pricing
Topic 6: MRP
Warehouse Management Process
Master data
Purchasing
Inbound
logistics
Warehouse
management
Outbound
logistics
Production
Marketing
&
Sales
Service
Goods Receipt
Inventory Transfer
Goods Issue
Pick and Pack
Master data
Purchasing
Inbound
logistics
Warehouse
management
Outbound
logistics
Production
Marketing
&
Sales
Service
Sales
Order
Picking
Delivery
Document
Creation
Packing for
the
Delivery
A/R Invoice
Materials Requirements Planning (MRP)
Master data
Purchasing
Inbound
logistics
Warehouse
management
Outbound
logistics
Production
Marketing
&
Sales
Service
Production Order
Define
Planning
Data
Run MRP
View order
recommendations
Purchase Order
Overview of Inventory Processes:

Topic Summary
Key points from the Overview topic:
Three inventory management processes covered in this topic:
Warehouse Management
Pick and Pack
Materials Requirements Planning
The three main documents in warehouse management are:
Goods Issue
Inventory Transfer
Goods Receipt
Pick and Pick Manager adds two inventory management steps to the Sales Process:
picking and packing.

Materials Requirements Planning is a process for planning and optimizing inventory
for purchased and made items.
Discussion for Inventory Overview

Overview Diagram
Topic 4: Pick
Pricing
and Pack
Topic 5: Pricing
MRP
Topic 6: MRP
Defining a warehouse
Warehouse 01
General
Warehouse
General
Accounting
Address Information
Location
Drop Ship
Default Accounts
Item Master
Structure of the Item Master Record
Item Master Data

General Area
Bar Code
Item Number
Description
Description in Foreign Language
Item Type
Item Group
Price List
General
Manufacturer
Shipping Type
Serial and
Batch Numbers
Valid / On Hold
with Dates
Purchasing
Unit Price
Sales
Inventory
Costing
Method
Purchasing
Units
of
Measurement
Sales Unit of
Measurement
Packaging Unit
Warehouses
Customs Group
Dimensions
Stock
Quantities
Tax Information
Planning
Planning
Method
Procurement
Method
Order
Information
Item Cost
Lead Time
Dimensions
Type of Item
Properties
Up to 64
different
Items
Properties
Remarks
Text
Photo
Inventory Data tab and Stock Levels

Option 2:
Option 1:
Manage Inventory by Warehouse
WH Code
WH Name
Min. Stock
Max. Stock
Manage Inventory by Warehouse
Req. Stock
General Warehouse
East Coast
Required Purch. UoM

Minimum
West Coast
Drop Ship
Maximum
WH Code
WH Name
In Stock
Committed
Ordered
Available
General Warehouse
East Coast
West Coast
Drop Ship
In Stock - Committed + Ordered = Available
Basic Units of Measure
Sales
5 x 10-pack (500g)
Purchasing
10 x
Bale (10kg)
Warehouse
2000 x
Ball of wool (50g)
Sales
15 x Set 1 (600g)
Sales
25 x Set2 (300g)
Use different units of measure in:

Purchasing documents
Sales documents
Warehouse
Item Master: Grouping Criteria
Item Master Data

Inventory Item
Item Number
A1001
Description
Baseball Cap Uni
Item Type
Items
Item Group
Sports Wear
Price List
Sales Item
Purchased Item
Sales Data
Inventory
Planning Data
Properties
choose the Define

New option.
Details
Choose All
Professional Equipment
Beginners
Suitable for Children
Item Group 4
.........
........
.........
Item Group 64
Update
Cancel
item group from the

dropdown list.
To create new entries,
Fixed Assets
01 Purchase Price List
General
You can choose the
Clear Selection
Several important
default values can be

set at the item group
level: valuation
method, procurement
method and even G/L
accounts.
Inventory Valuation Methods
Moving Average Price
First In First Out (FIFO)
Standard Price
G/L Account Determination

Set G/L Accounts by Item Level
#
WH Code
WH Name
01
General Warehouse
02
Drop Shipment
03
Consignation
Accounts Types
Accounts Entered
Manually
Set G/L Accounts by Warehouse

#
WH Code
WH Name
01
General Warehouse
02
Drop Shipment
03
Consignation
Accounts Types
Accounts from
Warehouse Definition
Set G/L Accounts by Item Group

#
WH Code
WH Name
01
General Warehouse
02
Drop Shipment
03
Consignation
Accounts Types
Accounts from
Item Group Definition
Exercises for Creating Items and Warehouses
Goods Movement and Serial Numbers
On Every
Transaction
On Release Only
Optional on
Receipt documents
Configuration Settings for Item Master Records
Serial and batch
management methods
Default warehouses
Set G/L accounts for items
at one of three levels:
Warehouse
Item Group
Item Level
Costing by company or
warehouse
Set up default values for items
belonging to an item group:

Valuation Method
Planning Method
Procurement Method
G/L accounts
Exercises for Batches and Serial Numbers

Overview Diagram
Topic 4: Pick
Pricing
and Pack
Topic 5: Pricing
MRP
Topic 6: MRP
Warehouse Management Overview
Goods Receipts PO/

Goods Returns
from Purchasing
Functions
Delivery/
Returns from
Sales
Functions
Goods Receipts
Beginning
Quantities
Goods Issues
Warehouse
InventoryTransfer
between
Warehouses
Remove
Components
for Production
Goods Receipts from

Final Product
Goods Receipts / Goods Issue
Goods Issue
Goods Receipt
22
Number
Price List
Primary
General Information 1
Last Purchase Price
Item No.
A1000
Quantity
10
Price
10 EUR
Total
100 EUR
Table Window
Remarks
General Information 2
Journal Remark
Goods Receipt
Inventory Postings
Inventory Item
Sales Item
Purchased Item
Fixed Assets
Goods
Receipt
Warehouse
Stock Account
Inventory Offset - Increase
100
100
Goods
Issue
Warehouse
Inventory Offset - Decrease

100
Stock Account
100
Transferring Stock
Inventory Item
Sales Item
Purchased Item
Fixed Assets
Inventory
Transfer
Inventory account
(Warehouse 01)
100
Warehouse 01
Inventory account
(Warehouse 02)
100
Warehouse 02
Warehouse Reports
Items List
Overview of items and prices
Inventory Posting
List
Overview of postings
Inventory Status
Current and planned status
Displays items with prices from stored price lists
Shows all quantity- or cost based postings for items
Shows current stock situation and information on planned

receipts and withdrawals
Inventory in Warehouse
Report
Stock overview: normal or detailed
Inventory Audit Report
Origins of posted stock transactions
Inventory Valuation
Simulation Report
What if scenarios
Detailed gives additional information on the last stock

movement data and prices per material
Provides an audit trail for users
Allows you to valuation your inventory using different

valuation methods and dates.
Warehouse Management: Topic Summary
Key points from the Warehouse Management topic:

A goods receipt document is used to receive items into the warehouse.
A goods issue document is used to remove items from the warehouse.
An inventory transfer is used to move inventory between warehouses.
Reports in warehouse management include:
Items list
Inventory Posting List
Inventory Status
Inventory in Warehouse
Inventory Audit Report
Inventory Valuation Simulation Report
Exercises for Warehouse Management
Pick and Pack: Unit Overview Diagram
Topic 4: Pick
Pricing
and Pack
Topic 5: Pricing
MRP
Topic 6: MRP
Sales Process with Picking
Sales Order
Pick Pack Manager
List of orders to be released or picked.
2
Released
Open
4
Picked
Deliver
Available Items
A1000 4 pcs.
Picking from Pick List
Delivery
A/R Invoice
Sales Process with Packing
Available Items
A1000 4 pcs.
Picking
Sales Order
Delivery
1
Define Packages
2
Existing Packages
Box
Package Content
A1001 2 pcs.
Packing
A/R Invoice
Setting up Pick and Pack
Document Settings, General Tab

Setting the response to release of inventory
below minimum level:

Without warning
Warning only
Block Release
Administration Setup for Inventory

Defining package types used for packing
Pick and Pack: Topic Summary
Key points from the Pick and Pack topic:

The Pick and Pack Manager:
Creates
a pick list
Reports on picked quantities
Allows you to specify packages types for picked items
Creates a delivery for picked items
Packing can be done inside the Pick and Pack Manager or directly in the
delivery document
Pick and pack manager displays items in status drawers:
Open for open sales orders or reserve invoice rows
Released for items ready to be picked
Picked for quantities already picked
Exercises for Pick and Pack

Overview Diagram
Topic 4: Pick
Pricing
and Pack
Topic 5: Pricing
MRP
Topic 6: MRP
PRICE LIST & DISCOUNTS
Pricing in Business One
The basic way of pricing.
Price Lists
Enter prices into price lists and assign the

appropriate price list to a business partner.
Period and
Volume
Discounts
Define a discount percentage by date and

quantities for a price list.
Discount
Groups
Special Prices
Overrides the basic price list assigned to the

business partner.
Define discount percentage by item group,
properties or manufacturer.
Overrides period and volume discounts.
Determine special prices by item,

business partner, dates and quantities.
Overrides all other prices.
Item Prices
Price Lists
Item Number
Price List
A1001
Purchase Price List
299.00
Price List Low Volume
499.00
Price List High Volume
599.00
Price List 04
799.00
Price List 05
Price List 06
299.00
Price list concept
Items Management
Item Number
A1001
Price List
Purchasing Price
C1001
Payment
Terms
299.00
499.00
Reseller
599.00
Price List 04
799.00
Price List
Price List 05
Price List 06
Document
299.00
Business Partner
C1001
Item Price
A1001
499.00
Maintaining Price Lists

The sales price for major
customers is 1.5 times the
purchase price.
Easy to edit by filtering item

master records (for example, by
item group, vendor, and so on).
Update Entire Price List

Update by Selection
#
Price List Name
Last Purchase Price
Base Price List
Factor
Rounding Method
Group
Purchasing Price
Last Purchase Price
1.0
No Rounding
Gr.1
Large Customers
Purchasing Price
1.5
Gr.2
Small Customers
Purchase Price
1.6
Gr.2
By double-clicking the row number,

you can maintain the individual item
prices directly (the system updates the
item master record).
To add new price lists,

choose Data Add
Row.
Automatic or Manual Updates
Name
Price List
Base Price List
Large Cust.
Purchasing Price List
Factor
Rounding Method
Group
1.6
No Rounding
Gr.1
Price Maintenance
double-click
# Item number Description
Base Price
1 A0001
Chair
Eur 85
Eur 190
2 A0002
Table
Eur 800
Eur 1,800
3 A0003
Bed
Eur 1200
Eur 2,400.00
4 A0004
Shelf
Eur 500
Eur 1,000.00
Factor
Price
Man.
Prices
that are
maintained are
NOT
automatically
updated
in accordance
with the factor.
Updating Price Lists
Update Entire
Price List
1) Enter a new factor in the
price list you want to
update (for example:
Increase prices for major
customers by 0.15 => 1.5 ->
1.65).
2) Choose Update.
3) The system updates all the
prices in accordance with
the new factor.
Update by Selection
update.
2) Choose Update.
3) Make a selection (for
example, all the items
from a specific regular
vendor).
4) Choose OK.
5) The system updates the
prices of the selected
items in accordance with
the new factor.
Last Purchase Price Price List
Base
Price List
Last Purchase
Price
Automatic
update
only
When you post one of the following

transactions in the system, the
system updates the last purchase
price:
AP invoice
Miscellaneous goods receipts
Inventory / postings of beginning
quantities
Stock posting due to positive stock
differences
Work order and automatic
calculation of last purchase prices
for all components
Data import
Period and Volume Discounts
double-click
Price List
#
Item
Chair
Eur 190.00
Table
Eur 1,800.00
Bed
Shelf
double-click

Price
Validity Periods
Eur 1,000.00
From
to
Quantity Scale
From
to
Working with Discount Groups
You can assign discount groups based on

item groups, item properties, or
manufacturer's products for each business
partner.
Discounts defined by means of a discount

group refer to the price list stored in the BP
master record.
Special Prices for Business Partners

For a specific business
partner
double-click
double-click
Special prices for selected

items of a business partner:
With or without reference
to a price list
Discount calculation
Automatic update when
price lists are updated
Validity Periods
From
to
Quantity Scale
From
to
Updating Special Prices Globally
Change
Discount
Change Price
Refresh by
Price List
Delete
Change the discount rate or special price.

Select which items are affected by the
change:
With the automatic indicator
Without the automatic indicator
Without a price list assignment
Allows you to update the special prices based

on the current price list information for items
without using the automatic indicator
Allows you to delete special prices
Price Determination in SAP Business One

Document
Price
Item
Document
???
1. Does a BP and item-specific special price exist?
NO
2. Does a BP-specific group discount exist?
NO
3. Do period and volume discounts for the Price

List exist?
NO
4. Price List
Price
Item
479
Pricing: Topic Summary
Key points from the Pricing topic:

You maintain purchasing and sales net prices in price lists.
Every item is linked to every price list.
You can enter prices in item master or in price lists.
Price lists are linked to business partners via payment terms tab in business partner
master.
SAP Business One searches for prices in the following order:
Special Prices
Discount Groups
Price Lists
Prices can be changed in the marketing document.
Exercises for Pricing
Using Price Lists in the Sales Process
Price
PriceList
List
Customer
CustomerMaster
MasterRecord
Record
Price List Basics:

10 default price lists are provided.
Items are linked to every price list.
Assign a price list to each customer.
The assigned price list defaults into a sales
document automatically.
Sales
SalesDocuments
Documents
Pricing in Business One
The basic way of pricing.
Price Lists
Enter prices into price lists and assign the

appropriate price list to a business partner.
Period and
Volume
Discounts
Define a discount percentage by date and

quantities for a price list.
Discount
Groups
Special Prices
Overrides the basic price list assigned to the

business partner.
Define discount percentage by item group,
properties or manufacturer.
Overrides period and volume discounts.
Determine special prices by item,

business partner, dates and quantities.
Overrides all other prices.
Price list concept
Items Management
Item Number
A1001
Price List
Purchasing Price
C1001
Payment
Terms
299.00
499.00
Reseller
599.00
Price List 04
799.00
Price List
Price List 05
Price List 06
Document
299.00
Business Partner
C1001
Item Price
A1001
499.00
Maintaining Price Lists

The sales price for major
customers is 1.5 times the
purchase price.
Easy to edit by filtering item

master records (for example, by
item group, vendor, and so on).
Update Entire Price List

Update by Selection
#
Price List Name
Last Purchase Price
Base Price List
Factor
Rounding Method
Group
Purchasing Price
Last Purchase Price
1.0
No Rounding
Gr.1
Large Customers
Purchasing Price
1.5
Gr.2
Small Customers
Purchase Price
1.6
Gr.2
By double-clicking the row number,

you can maintain the individual item
prices directly (the system updates the
item master record).
To add new price lists,

choose Data Add
Row.
Automatic or Manual Updates
Name
Price List
Base Price List
Large Cust.
Purchasing Price List
Factor
Rounding Method
Group
1.6
No Rounding
Gr.1
Price Maintenance
double-click
# Item number Description
Base Price
1 A0001
Chair
Eur 85
Eur 190
2 A0002
Table
Eur 800
Eur 1,800
3 A0003
Bed
Eur 1200
Eur 2,400.00
4 A0004
Shelf
Eur 500
Eur 1,000.00
Factor
Price
Man.
Prices
that are
maintained are
NOT
automatically
updated
in accordance
with the factor.
Updating Price Lists
Update Entire
Price List
update (for example:
Increase prices for major
customers by 0.15 => 1.5 ->
1.65).
2) Choose Update.
3) The system updates all the
prices in accordance with
the new factor.
Update by Selection
update.
2) Choose Update.
3) Make a selection (for
example, all the items
from a specific regular
vendor).
4) Choose OK.
5) The system updates the
prices of the selected
items in accordance with
the new factor.
Last Purchase Price Price List
Base
Price List
Last Purchase
Price
Automatic
update
only
When you post one of the following

transactions in the system, the
system updates the last purchase
price:
AP invoice
Miscellaneous goods receipts
Inventory / postings of beginning
quantities
Stock posting due to positive stock
differences
Work order and automatic
calculation of last purchase prices
for all components
Data import
double-click
Price List
#
Item
Chair
Eur 190.00
Table
Eur 1,800.00
Bed
Shelf
double-click

Price
Validity Periods
Eur 1,000.00
From
to
Quantity Scale
From
to
Working with Discount Groups
You can assign discount groups based on

item groups, item properties, or
manufacturer's products for each business
partner.
Discounts defined by means of a discount

group refer to the price list stored in the BP
master record.
Special Prices for Business Partners

For a specific business
partner
double-click
double-click
Special prices for selected

items of a business partner:
With or without reference
to a price list
Discount calculation
Automatic update when
price lists are updated
Validity Periods
From
to
Quantity Scale
From
to
Updating Special Prices Globally
Change
Discount
Change Price
Refresh by
Price List
Delete
Change the discount rate or special price.

Select which items are affected by the
change:
With the automatic indicator
Without the automatic indicator
Without a price list assignment
Allows you to update the special prices based

on the current price list information for items
without using the automatic indicator
Allows you to delete special prices
Price Determination in SAP Business One

Document
Price
Item
Document
???
1. Does a BP and item-specific special price exist?
NO
2. Does a BP-specific group discount exist?
NO
3. Do period and volume discounts for the Price

List exist?
NO
4. Price List
Price
Item
479
PRODUCTION
Production Process Overview
Master data
Purchasing
Outbound
logistics
Inbound
logistics
Marketing &
Sales
Service
Production
Create
Production
Order
Release to shop
floor
Issue
Components
Report
Completion
Bills of Materials
A bill of materials:
Printer
Represents an item to be produced
Lead Time: 10 days
Top level is item number

All components are items
Can be multi-level
Printer
Head
Memory
Boards
Power Pack
Bills of Materials Types
BOM Types
Production
Sales
Printer
Assembly
Template
Printer
Head
1 pc.
Memory
Boards
2 pcs.
Power Pack
1 pc.
Category of the Item Master Record of the Parent Item

in Bills of Material
Item
Category
BOM
Type
Assembly
BOM
Sales BOM
Template
Production
BOM
Inventory Item
(1.)
Sales Item
(1.)
(1.)
Purchased Item
(1.)
(1.)
(1.) optional
Phantom Item
Phantom Item
(does not appear in production orders
and only for information in MRP)
Axis
2 Units
Board
1 Unit
Wheels
4 Units
Tire
1 Unit
Skateboar
d
1 Unit
Rim
1 Unit
Screws
4 Units
Screws
8 Units
Production Order
Production Orders include:

Finished product
Components
Component issue method
Production orders can be generated

automatically by MRP or created manually.
Production Process Steps
Master data
Purchasing
Outbound
logistics
Inbound
logistics
Marketing &
Sales
Service
Production
Create
Production
Order
Release to shop
floor
Issue
Components
Report
Completion
Production Order Types
Standard Production Order

Special Production Order
Product
Item
A
C
X
Disassembly Production Order

Product
Steps to Enter a Production Order
Select production order type

Select parent item
Enter quantity to be produced
Enter a finish date for production
Make any desired adjustments to
components, warehouses or quantities

Save the production order.
Release to Shop Floor
Initially set as Planned

Release the order to begin
work
Components can then be
issued
Issue Components
Manual Components
Backflush Components
Control quantity issued
Commonly used items
Precise timing
Typical quantities used
possible
Report Completion
When you report completion, the system automatically:

Receives finished item into inventory
Issues backflushed components
Calculates the cost of producing the item
Stock Changes for Standard Production Order
In Stock
- Committed
+ Ordered
= Available
Standard
Production
Order
Status: Planned
+ Indicates increase in quantity

- Indicates decrease in quantity
Components
Finished Product
Completion reported
Components
Finished Product
Post Production Cost Information
Production Order
Type
Standard / Special / Disassembly
Due Date
20.10.2004
Status Planned / Released / Closed / Cancelled
Origin Manual / Automatic
Product No.
P1001
User Marc Manager
Planned Qty
2
Sales Order
Warehouse
01
Customer
Components
Summary
Costs
Actual Component Cost
Actual Additional Cost
Actual Product Cost
Total Variance
Variance per Product
Variance %
Journal Remark
80
80
Production Order - P1001
Quantities
Planned Quantity
Completed Quantity
Rejected Quantity
Dates
Due Date
Actual Close Date
Overdue
2
2
20.10.2004
MATERIAL REQUIREMENTS PLANNING (MRP)
Materials Requirements Planning (MRP)
Master data
Purchasing
Inbound
logistics
Warehouse
management
Outbound
logistics
Production
Marketing
&
Sales
Service
Production Order
Define
Planning
Data
Run MRP
View order
recommendations
Purchase Order
Materials Requirement Planning: Production

Scenario
There is a requirement for
10 printers on a sales
order.
The printer is a produced
item.
Printer
Sales Order
Printer
10 pcs.
Printer
Head
1 pc.
The boards, the printer

head and the power pack
are purchased items.
Memory
Boards
2 pcs.
Power
Pack
1 pc.
Material Requirements Planning
after MRP-run:
Production Order
The MRP creates

recommendations for a
production order for the
printer and
recommendations for the
sub-items based on
whether they are
purchased or produced.
Printer
10 pcs.
Purchase Order
Purchase Order
Purchase Order
Printer Head
10 pcs.
Memory Boards
20 pcs.
Power Pack
10 pc.
Inventory Planning Scenario Before and After

MRP
stock /receipts
before MRP-run:
this is the current
inventory status and
planned forecasts for
a purchased item.
Purchase
Order
30 pcs.
Stock
20 pcs.
Sales
Order
40 pcs.
Sales
Forecast
50 pcs.
Sales
Forecast
30 pcs.
time
requirements
after MRP-run:
the MRP-run creates
recommendations for
purchase orders
to be able to fulfill the
requirements.
stock / receipts
Stock
20 pcs.
P.O. *)
20 pcs.
Sales
Order
40 pcs.
requirements
Purchase
Order
30 pcs.
P.O. *)
20 pcs.
P.O. *)
30 pcs.
Sales
Forecast
50 pcs.
Sales
Forecast
30 pcs.
time
Planning Data in the Item Master
Item Master Data

Item Number
Description
P1001
Printer
Planning Data
Planning Method
MRP / None
Procurement Method
Make / Buy
Order Interval
Weekly / Monthly /
Order Multiple
12
Minimum Order Qty.

Lead Time
10,00
10
Days
Define Forecasts
Item Printer
Start Date 01.09.
EndDate 31.12.
View monthly
stock / receipts
requirements
01.09.
01.10.
01.11.
01.12.
Sales
Sales
Sales
Sales
Forecast
Forecast
Forecast
Forecast
Printer
Printer
Printer
Printer
50 pcs.
40 pcs.
20 pcs.
60 pcs.
31.12.
time
Consuming Forecasts
Item
Today:
July 1
Printer
July 23
July 24
July 25
40
10
40
10
Initial stock
Receipts
Gross Requirements
A sales forecast originally showed 50 printers needed by July 24

A sales order is created for 10 printers to deliver on July 25
The forecast was reduced by 10 to account for the sales order
A production order will be created for 50 printers
July 26
MRP Configuration Settings
Setting Consume Forecast - General

Settings, Inventory Tab
Consume forecast
Consumption Method
Days Backward and Days Forward
Defining MRP Defaults for Item Groups

Inventory Setup
Planning by MRP
Procurement Method
Order Interval
Order Multiple
Minimum Qty
Lead Time
Run MRP: Define MRP Scenario
Use an existing scenario or define a new
scenario:
Name and description
Planning Horizon
Items included in the run
Simulation or actual run
Run MRP: Choose Data Sources
Input
Sales
Order /
A/R Reserve
Invoice
Purchase
Order /
A/P Reserve
Invoice
Forecast
Planning
Data from
Item Master
Parent
Production
Order
Inventory
Bill of
Material
Output
Production
Order
Purchase
Order
Parent
Dependant
Requirement
MRP Lead Time

Printer
Lead Time: 10 days
Sales Order
Printer Head
Memory Boards
Power Pack
Printer
Delivery Date: 30.11.
stock / receipts
Purchase Orders
Production Order
Sub-components
Printer
time
10 working days
requirements
30.11.
16.11.
MRP Requirements
Sales Order
head, boards, pack
Printer
MRP Results
MRP Results
Planning Horizon 25.09. - 30.09.
#
Item No.
Past 25.09.
26.09.
1 P1001
Display after MRP

27.09.
28.09.
29.09.
30.09.
10
Initial Stock
Receipts
Gross
Requirements
10
click
Final Stock
dead periods
Pegging Information P1001
Item Code P1001
Source
17
Type
Sales Order
Due Date Quantity

28.09.
10
Order Recommendation Report

Order Recommendation
Create Order Type
Item
Quantity
Due Date
Vendor
Purchase Order
A1019
50
21.09.
S1007
Purchase Order
A1020
100
21.09.
S2100
Production Order
P1001
50
15.10.
Purchase Order
Supplier S1007 Delivery Date 21.09.
Item No. A1019 Quantity 50
Production Order
Product No. P1001 Due Date 15.10.
Planned Quantity 50
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<Course Number and Course Title ABC123

using SAP Business One

Administration Choose Company

Drag & Relate

Menu Bar and Toolbar

For navigating between

First Data Record

Business Partner Master Data

Personalize windows and settings

Drag & Relate

Customize Main Menu

Drag & Relate

Form Settings Main Menu

Display only modules and menu

Master Data Concept

Three Types of Business Partner Master Records

One or more control

One or more control

Leads do not have

Quotations and orders

Structure of the Business Partner Master Record

Business Partner Type

Bill to Address/ Payment

Structure of the Item Master Record

Purchasing Units Sales Unit of

Finding Item Master Records

Searching for an item with a

Common Data Structure for Marketing Documents

Total Before Disc.

Total Payment Due

Item Master Data

List of all quotations for item M00001

Purchasing Items: Process Overview

Document Flow in Purchasing

10 printers are currently in stock

10 printers are currently in stock

Two options to create a follow-up document: Copy

Open saved document to copy

Enter business partner in a new

All items copied to new

Effects of the Goods Receipt PO

Partial Deliveries and Overdeliveries

You receive an invoice from the vendor for the 5 printers

Effects of the A/P Invoice

Quantity increases only if no prior

We owe the vendor for 5 printers

20 scanners were ordered and delivered

scanners to the vendor for credit

Credit Memo for Purchasing

50 CD boxes were ordered,

delivered and invoiced

Document Flow in Sales

Leads and Customers

Our customer orders 5 laptops

Item Availability Check in Sales Orders

Administration System Initialization

Activate Automatic Availability Check

Item Availability Check

50 Pair = 100 pcs

Requested Due Date

Change To Available Quantity

We ship 5 laptops to the customer

removed from inventory