Monday, December 19
Case study for SAP business one
This topic describes the case study for SAP business one . At the end of this topic you will be able to understand all of the tasks required to complete the case study . You will also be able to implement the light and music business one company all by yourself .
You will need to set up the item master records for light and music items . Firstly you will need to set up the item groups . Secondly you will need to set up the individual items and cells and assign them to an item group . Finally you will need to set up a bill of materials for the multi screen items . In the next demonstration we will view how to set this up .
We are now going to see how to set up the billing materials in business one . Select inventory and then item master data . Now select the add mode . Fill in the item number and a short description of the item. Now add this item to the multi screen group . Remember to mark it as an inventory and sales item and then click on add . Now click on production and define billing materials . Select the add mode . Tab across to see a selection of products . Select the multi screen here and click on choose . The billing materials type will need to be set to production . Here we need to add one PC and nine LCD screens for the billing materials . Once you have changed the quantities , click on add to add the billing materials .
For this area you will need to set up the customer and vendor master records pertaining any special requirements . Firstly you will need to create the customer and vendor groups . Secondly you will need to create the individual customer and vendor master records and assign these to a group , thirdly you will need to set up the special payment terms and discounts that are required , fourthly you need to put each customer into a purchasing membership group . finally you will need to produce the reports relating to the purchasing memberships . There are three reports required here . In the next demo , we will see how to create one of these .
Select the reports and then select query wizards . Now click on next . Select the required tables , in this case OCRD , and CRD 1 and then click on next . Now you select the field you want to be on the report . We need the business partner name , the business partner code and the purchasing level . This is the user defined field we use to refer the customer level of purchasing membership . Now change the sort order to one on this line so that data is sorted correctly . Now we select the field we want to pay from the business field business partner address table – street , city and zip code . Now click on next . Next we specify the conditions for the report . We add anyone to say gold and silver members , so we select all records for the purchasing membership not equal to bronze . When this is done , click on next . Now we can execute out reports , giving us our results . Finally we can save the reports .
For this are you need to set up the accounting module of business one according to light and music requirements . Firstly you need to set up the standard charts of accounts and you need to rename accounts or add new accounts when necessary . Secondly you need to be able to demonstrate how projects operate in business one . Thirdly you need to know how to manage the advance payments in business one . Finally you need to be able to demonstrate how cash flow forecasting is handled in business one . In the next demonstration we shall see how to manage advance payments in business one .
Light and music want to post their yearly cost of their stock insurances account into the advance payment account . They then want to post their monthly cost of their stock insurances account every month by debiting the advance payments account and crediting the stock insurances account . To effect this transaction in business one we use the recurring postings function . Click on financials and then click on recurring postings .Firstly we enter unique code for the recurring posting . In this case we enter RT0001 . Next we put up a short description of the transaction . In this case , stock insurance prepaid. Below we put the datas of the accounting entry we require . We want to credit advance payments of one thousand pounds each month and debit the stock insurances account with the same figure . Finally we specify when we want the transaction to occur . We want it to occur monthly on the last day of every month .
For this area , you will need to set up light and music warehouses arrangement in business one . Firstly you will need to create the sale and rental warehouses . Secondly you will need to configure business one so that the items can be managed by the serial numbers . Thirdly you will need to demonstrate how to import excel price lists into business one . We will see how to do this in the next demonstration . Finally you will need to define a method to printing of the storage location onto a pick list or a stock transfer document .
One of the light and music vendors has sent a surprise list in a Microsoft excel file . We need to import this into business one . Click on inventory and then click on item master data . Firstly we are trying to find the item master record of the item I0001. If we scroll down to the sound systems limited process we can see that there was no process information held . Now we click on administration , then data import , then import from excel . We choose the data tab to import . In this case items . The data we are going to import is the item number , the price list code , the price and the price list currency . We can import more if required by simply selecting additional fields . The first tick box allows us to update the existing item master records . By checking the second tick box we can also update the G/L account dissemination . In this case it is not needed . Click ok to select the file that you wish to import . We can see that the two requests were imported . Now we are going to check the item master record to see if has been updated with the new price . Click on inventory , then item master data and enquire again on item I0001 . If we scroll down to the sound systems limited price list we would see that it has been updated with the new price .
For this are you will need to fulfill light and music sales and purchasing requirements using business one. Firstly you will need to set up alternative item links so that similar items can be proposed if the required item is not available in stock , secondly you will need to set up alerts so that the manager will be notified if a sales order or purchase order is raised that has a value above a certain level . Thirdly a report has to be created as to how much commission a sales person earned over a month and lastly one think each customer requires is a purchase has to be handled using a consignment processing . In the next demonstration we will see how to set up alerts in business one .
Michael Smith , the MD of light and music would want to make sure that no purchase order over a value of fifty thousand pounds is raised without his approval . First we click on administration , then approval procedures , then define approval stage .We need to say that a stage requires the approval of Michael Smith . We shall call this stage as Michael Smith . In the user field we tab across and select Michael Smith . We now add the approval stage . Next we click on define approval templates . We need to add an approval template , specify our terms and we give this template a name and a description , here we give it as high value purchase order . Then we need to add the originator – the document required for approval . We tab in the user field and select all users except Michael Smith and manager , using control to get multiple selections . Now we select the documents tab and select the purchase orders . Then we go to the stages and add the approval stage we previously defined . We then specify when we want the approval to be done by clicking on the terms tab . We wanted to apply when the total document value is greater than fifty thousand pounds . Click on add to add the approval templates . To test if the set up is correct , we then log out and then log in as another user . Now we try and raise the purchase order value with more than fifty thousand pounds . The system will inform us that the document requires approval .We can add a comment . Now the document will be saved as a draft and Michael Smith will be sent a request for approval .
Light and music will be producing multi screens in a number of stock components . You will need to demonstrate how this production process will be handled in business one .
For this area of rental , you will need to configure business one to handle light and music’s rental business . Light and music requires a printed rental agreement to be sent out every time an item is rented . This we need to create according to their specifications using the print layout designer . Management also requires at least two report to assist the maximizing of revenues from the rental business .
In this area of services , you will need to set up business one to be able to manage warranty and service codes . Light and music provides service of maintenance contracts for technical presentation equipments . This needs to be represented in business one . Light and music also provide a limited warranty for the purchased items which also needs to be represented . In the next demonstration , we will see how to set up the service contracts in business one .
We will now see how to set up and configure business contracts in business one . First we click on service , then service contract . We select add mode . We are now going to set up for the ‘MS’ hotel , we select this in the customer name field . We want the contract to last one year . So we specify end date of 12 months from now . We then give the contract a short description , in this case let it be standard hotline service . Next we specify the service type – regular . We then specify the contract type customer as such based on all the customers and not just specific items or groups . We then set a response time of two hours and a resolution time of 48 hours . We click on the coverage tab to specify the hours when this contract will apply . Here we would like to apply the coverage between 9 am to 10 pm , Monday to Sunday . The contract does not include parts , labor or travel costs . So we leave these three tick boxes unchecked . We also want to provide coverage in holiday times , so tick the check box for it . Finally clicking on add to complete the exercise .
You have now completed the topic on the SAP business one case study . You are now able to attempt to complete the case study on your own
You will need to set up the item master records for light and music items . Firstly you will need to set up the item groups . Secondly you will need to set up the individual items and cells and assign them to an item group . Finally you will need to set up a bill of materials for the multi screen items . In the next demonstration we will view how to set this up .
We are now going to see how to set up the billing materials in business one . Select inventory and then item master data . Now select the add mode . Fill in the item number and a short description of the item. Now add this item to the multi screen group . Remember to mark it as an inventory and sales item and then click on add . Now click on production and define billing materials . Select the add mode . Tab across to see a selection of products . Select the multi screen here and click on choose . The billing materials type will need to be set to production . Here we need to add one PC and nine LCD screens for the billing materials . Once you have changed the quantities , click on add to add the billing materials .
For this area you will need to set up the customer and vendor master records pertaining any special requirements . Firstly you will need to create the customer and vendor groups . Secondly you will need to create the individual customer and vendor master records and assign these to a group , thirdly you will need to set up the special payment terms and discounts that are required , fourthly you need to put each customer into a purchasing membership group . finally you will need to produce the reports relating to the purchasing memberships . There are three reports required here . In the next demo , we will see how to create one of these .
Select the reports and then select query wizards . Now click on next . Select the required tables , in this case OCRD , and CRD 1 and then click on next . Now you select the field you want to be on the report . We need the business partner name , the business partner code and the purchasing level . This is the user defined field we use to refer the customer level of purchasing membership . Now change the sort order to one on this line so that data is sorted correctly . Now we select the field we want to pay from the business field business partner address table – street , city and zip code . Now click on next . Next we specify the conditions for the report . We add anyone to say gold and silver members , so we select all records for the purchasing membership not equal to bronze . When this is done , click on next . Now we can execute out reports , giving us our results . Finally we can save the reports .
For this are you need to set up the accounting module of business one according to light and music requirements . Firstly you need to set up the standard charts of accounts and you need to rename accounts or add new accounts when necessary . Secondly you need to be able to demonstrate how projects operate in business one . Thirdly you need to know how to manage the advance payments in business one . Finally you need to be able to demonstrate how cash flow forecasting is handled in business one . In the next demonstration we shall see how to manage advance payments in business one .
Light and music want to post their yearly cost of their stock insurances account into the advance payment account . They then want to post their monthly cost of their stock insurances account every month by debiting the advance payments account and crediting the stock insurances account . To effect this transaction in business one we use the recurring postings function . Click on financials and then click on recurring postings .Firstly we enter unique code for the recurring posting . In this case we enter RT0001 . Next we put up a short description of the transaction . In this case , stock insurance prepaid. Below we put the datas of the accounting entry we require . We want to credit advance payments of one thousand pounds each month and debit the stock insurances account with the same figure . Finally we specify when we want the transaction to occur . We want it to occur monthly on the last day of every month .
For this area , you will need to set up light and music warehouses arrangement in business one . Firstly you will need to create the sale and rental warehouses . Secondly you will need to configure business one so that the items can be managed by the serial numbers . Thirdly you will need to demonstrate how to import excel price lists into business one . We will see how to do this in the next demonstration . Finally you will need to define a method to printing of the storage location onto a pick list or a stock transfer document .
One of the light and music vendors has sent a surprise list in a Microsoft excel file . We need to import this into business one . Click on inventory and then click on item master data . Firstly we are trying to find the item master record of the item I0001. If we scroll down to the sound systems limited process we can see that there was no process information held . Now we click on administration , then data import , then import from excel . We choose the data tab to import . In this case items . The data we are going to import is the item number , the price list code , the price and the price list currency . We can import more if required by simply selecting additional fields . The first tick box allows us to update the existing item master records . By checking the second tick box we can also update the G/L account dissemination . In this case it is not needed . Click ok to select the file that you wish to import . We can see that the two requests were imported . Now we are going to check the item master record to see if has been updated with the new price . Click on inventory , then item master data and enquire again on item I0001 . If we scroll down to the sound systems limited price list we would see that it has been updated with the new price .
For this are you will need to fulfill light and music sales and purchasing requirements using business one. Firstly you will need to set up alternative item links so that similar items can be proposed if the required item is not available in stock , secondly you will need to set up alerts so that the manager will be notified if a sales order or purchase order is raised that has a value above a certain level . Thirdly a report has to be created as to how much commission a sales person earned over a month and lastly one think each customer requires is a purchase has to be handled using a consignment processing . In the next demonstration we will see how to set up alerts in business one .
Michael Smith , the MD of light and music would want to make sure that no purchase order over a value of fifty thousand pounds is raised without his approval . First we click on administration , then approval procedures , then define approval stage .We need to say that a stage requires the approval of Michael Smith . We shall call this stage as Michael Smith . In the user field we tab across and select Michael Smith . We now add the approval stage . Next we click on define approval templates . We need to add an approval template , specify our terms and we give this template a name and a description , here we give it as high value purchase order . Then we need to add the originator – the document required for approval . We tab in the user field and select all users except Michael Smith and manager , using control to get multiple selections . Now we select the documents tab and select the purchase orders . Then we go to the stages and add the approval stage we previously defined . We then specify when we want the approval to be done by clicking on the terms tab . We wanted to apply when the total document value is greater than fifty thousand pounds . Click on add to add the approval templates . To test if the set up is correct , we then log out and then log in as another user . Now we try and raise the purchase order value with more than fifty thousand pounds . The system will inform us that the document requires approval .We can add a comment . Now the document will be saved as a draft and Michael Smith will be sent a request for approval .
Light and music will be producing multi screens in a number of stock components . You will need to demonstrate how this production process will be handled in business one .
For this area of rental , you will need to configure business one to handle light and music’s rental business . Light and music requires a printed rental agreement to be sent out every time an item is rented . This we need to create according to their specifications using the print layout designer . Management also requires at least two report to assist the maximizing of revenues from the rental business .
In this area of services , you will need to set up business one to be able to manage warranty and service codes . Light and music provides service of maintenance contracts for technical presentation equipments . This needs to be represented in business one . Light and music also provide a limited warranty for the purchased items which also needs to be represented . In the next demonstration , we will see how to set up the service contracts in business one .
We will now see how to set up and configure business contracts in business one . First we click on service , then service contract . We select add mode . We are now going to set up for the ‘MS’ hotel , we select this in the customer name field . We want the contract to last one year . So we specify end date of 12 months from now . We then give the contract a short description , in this case let it be standard hotline service . Next we specify the service type – regular . We then specify the contract type customer as such based on all the customers and not just specific items or groups . We then set a response time of two hours and a resolution time of 48 hours . We click on the coverage tab to specify the hours when this contract will apply . Here we would like to apply the coverage between 9 am to 10 pm , Monday to Sunday . The contract does not include parts , labor or travel costs . So we leave these three tick boxes unchecked . We also want to provide coverage in holiday times , so tick the check box for it . Finally clicking on add to complete the exercise .
You have now completed the topic on the SAP business one case study . You are now able to attempt to complete the case study on your own
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