SAP Exercise 3

Units: Document Handling
Topic: Document Structure / Document Functions

At the conclusion of this exercise, you will be able to:
·Use the basic document functions in Business One

You are using SAP Business One to handle your procurement, sales, and inventory processes. The documents according to the different processes are basically similar, so you can learn the basic functions on the basis of a purchase order.

1-1 You want to purchase several items from a vendor. You only know the approximate name of the vendor: Ballgames

1-1-1 Call up the purchase order document and begin by entering the vendor. How can you find the correct vendor:
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Assign the required vendor to the purchase order

1-1-2 You want to enter your items as easily as possible. Select the Tab key in the Item No. field and use the Ctrl- and Shift-keys to choose more than one item from the List of Items.. Enter any quantities for the items. Is it also possible to order a service (as a service, not as an item), in the same document?_________________________________________
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Finally, Add the new purchase order.

1-1-3 In order to maintain changes in the new purchase order you have to find it at first. Specify three methods of quickly finding the correct purchase order.
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1-1-4 Use the Drag and Relate functionality to select the correct purchase order. The first possibility is to work with the filter and the second is to drag the business partner to the purchase orders.


1-1-5 After you have found your purchase order, maintain the following changes:
Add a row.
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Delete one or several rows.
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Duplicate a row and enter a new quantity for the new row. Which definition is necessary to combine rows with the same item in one common row?
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After testing the impact of this definition set No Summary again!

Change the Item Description in a row. How can you leave this field?
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Navigate into the Price field of a row and select Ctrl + Tab. What information is displayed?
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Double-click on a row number. What window opens?
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Do not close this Line Details window, but navigate to the Warehouse field (Whse) and select Ctrl + Tab. What information is displayed?
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Update the changes in the purchase order. Then let the system show you the history of your changes.
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1-2 Create another purchase order.

1-2-1 Vendor: V10001
Items: A20010, 10 units and A20011, 10 units.
Do not add the purchase order yet.

1-2-2 For the disposal of the transportation the system has to calculate and display the volume and weight of the entire purchase order. How do you get this information?
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Do not add the purchase order yet!

1-2-3 You are not sure yet whether the purchase order is correct or not. How can you save your purchase order provisionally?


1-2-4 After posting some changes, you want to create a real purchase order out of the draft.


1-2-5 Has the draft disappeared automatically or can it be used again for additional purchase orders?
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Please delete the draft manually!
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1-3 Create another purchase order with different row’s types:

1-3-1 What do you have to do first, before you can enter the row’s type in a purchase order document?


1-3-2 Create a purchase order:
You have ordered the items: A10009, 5 units and A10015, 10 units from the vendor: V10000. after the rows for the items in the purchase document you want to enter a Subtotal row to see the total costs for the two items. Additionally you enter the item A10009, 2 units and A10010, 2 units. After these items you want to enter a Text row with any text in the document and finally another Subtotal row.

1-3-3 Can you also enter an Alternative Item in the purchase order”
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