TB1000_06_CrossFunctionality.PPT - DEI-ISEP

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TB1000_06_CrossFunctionality.PPT - DEI-ISEP Powered By Docstoc
					            Cross-Functionalitiy



                Contents:
                 Pricing
                 Approval Procedure
                 Batch Management
                 Serial Number Management




 SAP AG 2003
            Cross-Functionality: Unit Objectives



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

                    Define price lists and special prices
                    Define approval strategies and approve
                     documents
                    Use the batch management functions
                    Use serial numbers to manage your stock




 SAP AG 2003
            Cross-Functionality: Course Overview Diagram




                                         Master Data
          of SAP Business
           Fundamentals




                            Purchasing          Inventory
                               – A/P          Transactions      Sales
                One




                              Sales                          Opportunities
                                              Production
                              – A/R

                                   Cross-Functionality




 SAP AG 2003
            Cross-Functionality: Business Szenario



                    Pricing requirements can vary considerably:
                     special prices, vendor-specific prices depending
                     on time and quantity, or vendor discounts per
                     manufacturer.
                    To monitor gross profit, sales employees are
                     required to grant their customers a maximum
                     additional discount of 10 percent. Discounts higher
                     than this must first be approved by the sales
                     manager.




 SAP AG 2003
            Pricing: Topic Objectives



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


                    Use price lists to model prices in SAP Business One
                    Define special prices in the system
                    Work with intervals and quantity scales
                    Explain the price determination logic in the
                     document




 SAP AG 2003
            Prices

     Items Management

        Item Number   A1001

        Price List    Purchasing Price     299.00



                         Large Customers   499.00

                         Small Customers   599.00

                         Price List 04     799.00

                         Price List 05


                         Price List 06     299.00

                         …




 SAP AG 2003
            Pricing

     Items Management                                  Business Partner Master Data

        Item Number   A1001                                  C1001

       Price List     Purchasing Price   299.00



                         Store           499.00         Price List     Store

                         Reseller        599.00

                         Price List 04   799.00

                         Price List 05

                                          Document
                                         299.00
                         Price List 06
                                          Business Partner   C1001
                         …
                                                                Item           Price
                                                              A1001              499.00



 SAP AG 2003
            Maintaining Price Lists 1/2

                Easy to edit by filtering item                                   The sales price for major
                master records (for example, by                                  customers is 1.5 times the
                item group, vendor, and so on).                                  purchase price

                      Update Entire Price List
                      Update by Selection

                  #     Price List Name       Base Price List       Factor   Rounding Method      Group

                  0     Last Purchase Price

                  1     Purchasing Price      Last Purchase Price   1.0      No Rounding          Gr.1

                  2     Large Customers       Purchasing Price      1.5      /                    Gr.2

                  3     Small Customers       Purchase Price        1.6      /                    Gr.2

                  4




                By double-clicking the row                                                     To add new price
                number, you can maintain the                                                   lists, choose Data 
                individual item prices directly                                                Add Row.
                (the system updates the item
                master record).


 SAP AG 2003
             Maintaining Price Lists 2/2


         #      Name           Price List            Base Price List   Factor Rounding Method   Group

         1      Large Cust.    Purchasing Price List                   1.6     No Rounding      Gr.1


                         Price Maintenance

                                                                               double-click
                                                                                                  Prices
                                                                                                  that are
                                                                                                  maintained are
             # Item number Description      Base Price     Factor Price           Man.            NOT
                                                                                                  automatically
             1 A0001          Chair         Eur 85          2      Eur 190         
                                                                                                  updated
             2 A0002          Table         Eur 800         2      Eur 1,800       
                                                                                                  in accordance
                                                                                                  with the factor.
             3 A0003          Bed           Eur 1200        2      Eur 2,400.00    

             4 A0004          Shelf         Eur 500         2      Eur 1,000.00    




 SAP AG 2003
            Maintaining Price Lists - Updating

                      Update Entire
                                                 Update by Selection
                       Price List
                1) Enter a new factor in the   1) Enter a new factor in the
                   price list you want to         price list you want to
                   update (for example:           update.
                   Increase prices for
                                               2) Choose Update.
                   major customers by
                   0.15 => 1.5 -> 1.65).       3) Make a selection (for
                                                  example, all the items
                2) Choose Update.
                                                  from a specific regular
                3) The system updates all         vendor).
                   the prices in
                                               4) Choose OK.
                   accordance with the
                   new factor.                 5) The system updates the
                                                  prices of the selected
                                                  items in accordance
                                                  with the new factor.


 SAP AG 2003
            Last Purchase Price Price List

                                       When you post one of the
                                       following transactions in the
     Base                              system, the system updates
     Price List                        the last purchase price:
                         Auto-
                         matic            AP invoice
     Last Purchase
                         update           Miscellaneous goods
     Price
                         only              receipts
                                          Inventory/stock postings
                                          Stock posting due to
                                           positive stock differences
                                          Work order and automatic
                                           calculation of last purchase
                                           prices for all components
                                          Data import




 SAP AG 2003
            Hierarchies and Expansions



                                                 double-click


         Price List     Small Customers                              double-click


            #   Item           Price

            1   Chair      2   Eur 190.00

            2   Table      2   Eur 1,800.00
                                              Validity Periods
            3   Bed        2
                                               From        to
            4   Shelf      2   Eur 1,000.00                      Quantity Scale

                                                                  From       to




 SAP AG 2003
            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             Validity Periods
            reference to a price list
                                         From        to
           Discount calculation                           Quantity Scale

           Automatic update when                           From       to
            price lists are updated




 SAP AG 2003
            Updating Special Prices Globally



                 Change        Change the discount rate or special price.
                 Discount      Select which items are affected by the
                               change:
                                With the automatic indicator
                                Without the automatic indicator
                Change Price    Without a price list assignment




                               Allows you to update the special prices
                 Refresh by    based on the current price list information
                 Price List    for items without using the automatic
                               indicator



                               Allows you to delete special prices
                   Delete



 SAP AG 2003
            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.




 SAP AG 2003
            Pricing in SAP Business One

   Since you can define several prices in the system for the same item, the
   system needs to use a certain logic to find the valid price, starting with the
   most specific price.
     Document

                   Price
        Item       ???
                      1. Does BP and item-specific special price               NO
                        exist?

                      2. Does BP-specific group discount exist?                NO

                      3. Do hierarchies and expansions for the Price
                         List exist?                                           NO

                      4. Price List
     Document

                   Price
        Item       479



 SAP AG 2003
            Summary 1/2


    SAP Business One provides a wide range of options for defining
    prices. Prices are grouped in price lists.


           1. You maintain purchasing and sales prices in price lists.
           2. You first define price lists in the Inventory menu.
           3. Every item is linked to every price list in the item master
              record.
           4. You can enter prices in the item master record itself or in
              the price lists.




 SAP AG 2003
            Summary 2/2



           5. The system chooses the price in the document from the
              price list that you defined under the payment terms for the
              business partner.

           6. You can change predefined prices in the documents (for
              example, in the sales document).

           7. A distinction is made between the following prices:
                    Price lists
                    Special prices


           8. The prices defined in the price lists are net prices.



 SAP AG 2003
            Approval Procedure: Topic Objectives



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

                    Set up an approval procedure for documents
                     based on various criteria
                    Approve documents that have been blocked by an
                     approval procedure




 SAP AG 2003
            Approval Procedures



                                              Document Value >
                                              5000 USD?

                                                No            Yes
                o.k.




                                      • The system saves the
                       ?                document as a draft.
                                      • The system starts the
                                        approval procedure.
                                  ?
                                      • The system generates a
                                        message to inform the
                                        persons responsible that a
                                        document requires
                                        approval.

 SAP AG 2003
            Defining Approval Stages


         Approval Stages:
                                                           Stage 3: Manager




                                     Stage 2: Purchasing
                                          Manager




                Stage 1: Ms. Smith    Stage 1: Mr. Jones


 SAP AG 2003
            Defining Approval Templates



      Name                                                            Active

      Comments




           Originator                        Documents       Stages            Terms




                        Whose
                        documents...
                                       must be approved by whom...

                                                 when a certain situation arises?




 SAP AG 2003
            Approval Procedures: Reports



                   Documents Approvals Report
                                                     Report for Originator:
                   Doc. Originator Template Status
                                                     Have my documents
                   …………                              been approved?
                   ………..
                   ………
                  Documents for Approval

                  Doc. Originator Stage Decision
                                                     Report for
                  …………                               Authorizer:
                  ………..
                  ………                                Which documents
                                                     do I still need to
                                                     approve?




 SAP AG 2003
            Batch Management: Topic Objectives



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

                   Use the batch management functions in SAP
                    Business One
                   Post goods receipts and issues for items
                    managed in batches
                   Display the posted documents and associated
                    batches
                   Find stocks with batch information in the system




 SAP AG 2003
            Batches


   WAREHOUSE 01




                 Item 4711   Item 4711




                 Batch 1A    Batch 1B


 SAP AG 2003
            Batch Management



       Items Management
                                             General


                Serial and Batch Numbers

                Manage Serial Numbers                              You define
                                                                 batch number
                                                                management for
                Manage Batch Numbers                            each item on the
                                                               General tab in the
                Force Serial No./Batch Selection on Release
                                                              item master record




 SAP AG 2003
            Creating Batches for Goods Receipts

        Goods Receipt Documents
       Item No.              Description     Quantity Price
        B1000                …               20       …
                                                                      • Admission Date
                Add
                                                                      • Date of
                                                                        Manufacture
                                                                      • Expiration Date

                      • Template to Create                                       • Warehouse
                        Batch Numbers                                            • Storage Bin
                      • Status                                                   • Description


            Numbering                      Dates       Location         Operations

                 Item Code        Batch      WH      Quantity                           Update Column
                B1000            BT- 01      01               10                         Information
                B1000            BT- 02      01               10

                                                              No. of Batches 2    Create Batch Numbers



 SAP AG 2003
            Batch Selection for Goods Issues 1/2

                                                     B1000            Item Master Data

                                                         Manage Batch Numbers

        Goods Issue Documents                            Force Serial No./Batch Selection on Release


       Item No.       Description   Quantity Price
        B1000         …             10       …


                Add
                                                        Ctrl +


                                     Batch Number Selection
      Cannot add without
      complete selection of              Item Code     Batch     Available Qty. Selected Qty.
      serial/batch numbers               B1000         BT- 01    10              10
                                         B1000         BT- 02    10
                                                                       Divide Automatically


 SAP AG 2003
            Batch Selection for Goods Issues 2/2

                                                                  B1001            Item Master Data

           Menu                                                         Manage Batch Numbers
                                                                        Force Serial No./Batch Selection on Release



                Inventory


                                                                     Add Goods Issue Document
                  Item Management
                  Batches
                       Define and Update Batch No.

                       Batch No. Completion
                       Batch No. Transactions Report

                                                       Batch Number Selection

                                                         Item Code      Batch     Available Qty. Selected Qty.
                                                          B1001        BT- 01     10              10
                                                          B1001        BT- 02     10
                                                                                       Divide Automatically

 SAP AG 2003
            Batches in Sales Orders

          Menu
                Administration                      System Initialization  General Settings  Items

                                               Batch Number

                                               Basic Setting for Batch Status                 Released

                                               Manage Batches in Sales Orders                 Yes




                Status                  GR     GI   Delivery             Batch Management in the Sales Order:

                Released                X                                >> You select the batch directly in the
                Not Accessible          X           -                      sales order.
                Locked                  (X)1        -                    >> The system reserves the quantity.




                1: Youcan assign this status when you create
                                                                         Error accessing the reserved quantity
                a batch. However, you cannot post existing
                batches with this status.                                without reference to the sales order.



 SAP AG 2003
            Batch Number Transactions Report




 SAP AG 2003
            Serial Number Management: Topic Objectives



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

                   Use the serial number management functions in
                    SAP Business One
                   Post goods receipts and issues for items
                    managed with serial numbers
                   Display the posted documents and associated
                    serial numbers
                   Find stocks with serial number information in the
                    system




 SAP AG 2003
            Serial Number Management
                                   Nokia Mobile
                                   CE0168X

                                                           Numbering
                                   449333120116464567


                                      Nokia Mobile
                                      CE0168X
                                                           Dates

                                      4493331201164639     Location/Description
                                                           and so on...
                     1     :               1




                              Traceability
                              Date of Manufacture
                              Expiration Date
                              Warranty Period
                              Location in the Warehouse
                              Description


 SAP AG 2003
            Serial Numbers



        Item Master Data
                                           General
                                                                        You define
                                                               serial number management
                                                              for each item on the General
                Serial and Batch Numbers
                                                                  tab in the item master
                                                                          record.
                Manage Serial Numbers
                  On Release Only

                Manage Batch Numbers
                Force Serial No./Batch Selection on Release




 SAP AG 2003
            Serial Numbers During Entry

                                                            S1000         Item Master Data

                                                                Manage Serial Numbers

                                                                    On Release Only
     Add Goods Receipt Document


                                              • Admission Date
                  Template for creating       • Date of Manufacture
                    Serial Numbers                                                    Update Column
                                              • Start/End of Warranty                  Information
                                              • Expiration Date

            Numberings               Dates          Location        Operations



                Item Code   System No.    Man. Serial No.            • Warehouse
                                                                     • Storage Bin
                S1000        1            SR- 01
                                                                     • Description
                S1000        2            SR- 02
                                                                        Create Serial Numbers


 SAP AG 2003
            Serial Number on Output 1/2

                                                     S1001            Item Master Data

                                                           Manage Serial Numbers

        Goods Issue Documents                              Force Serial No./Batch Selection on Release


       Item No.       Description   Quantity Price
        S1001         …             10       …


                Add
                                                        Ctrl +


                                     Select Serial Number
      Cannot add without
      complete selection of              Item Code     System No. Man. Serial No. Status
      serial/batch numbers               S1001         1             SR- 01            Available
                                         S1001         2             SR- 02            Available
                                         Choose                               Auto Select


 SAP AG 2003
            Serial Number on Output 2/2

         Menu
                                                                      S1000              Item Master Data

                                                                              Manage Serial Numbers

                Inventory                                                     Force Serial No./Batch Selection on Release


                                                                       Add Goods Issue Document
                  Item Management
                 Batches
                       Define and Update Serial No.

                       Serial No. Completion
                       Serial No. Transactions Report



                                                        Select Serial Number
                                                          No. for Selection                      Selected Numbers
                                                           S1000          SR- 01         >>
                                                           S1000          SR- 02
                                                           S1000          SR- 03        >>>


                                                                 Auto Select


 SAP AG 2003
            Cross Functionalities: Unit Summary



                  You are now able to:
                   Define price lists and special prices
                   Define approval strategies and approve
                    documents
                   Use the batch management functions
                   Use serial numbers to manage your stock




 SAP AG 2003

				
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