Individual Assessment

Cover page

Unit Name Accounting for Business Decision

Details Code HI5001
Year, Trimester 2023 Trimester 2

Assessment Name SAP ERP Assessment (Individual Assignment)

Details Due Date and Week Friday of Week 11

Individual Student Number

Student (SAP Username)
Details First Name
Family Name

Submission Integrity Declaration I have read and understand academic integrity policies
Declaration and practices and my assessment does not violate these.
Full Name
Submission Date

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Instructions

Academic Holmes Institute is committed to ensuring and upholding academic integrity. All
Integrity assessment must comply with academic integrity guidelines. Important academic
Information integrity breaches include plagiarism, collusion, copying, impersonation, contract
cheating, data fabrication and falsification. Please learn about academic integrity
and consult your teachers with any questions. Violating academic integrity is
serious and punishable by penalties that range from deduction of marks, failure of
the assessment task or unit involved, suspension of course enrolment, or
cancellation of course enrolment.
Format  Most assessments must be in MS Word format with no spacing, 11-pt Calibri
Instructions font and at least 2cm margins on all four sides with appropriate section
headings and page numbers.
 You must name your file with the Unit Code and Student ID (e.g. “HI5001-
GWA1995”).
 Check that you submit the correct document as special consideration is not
granted if you make a mistake.
 Student ID needs to be indicated on the cover page.
Penalties  All work must be submitted on Blackboard by the due date and time along
with a completed Assessment Cover Page. Late penalties apply.
 Reference sources must be cited in the text of the report, and listed
appropriately at the end in a reference list using Holmes Institute Adapted
Harvard Referencing. Penalties are associated with incorrect citation and
referencing.

ASSIGNMENT DETAILS

Case Study

Procurement Scenario

GBI re-sells a range of bicycles. There is a request for the Deluxe Touring Bike (black). After reviewing
the stock, you realise that stock is required, and you are required to start the procurement process.
The Deluxe Touring Bike (black) is purchased from the vendor; Olympic Protective Gear. This vendor
is already created in the system. You create a purchase order for the Deluxe Touring Bike (black),
which is forwarded to the vendor. The goods arrive, and you will create a goods receipt and verify the

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physical receipt in stock. An invoice will arrive, which will need to be entered into the system.
Payments will be posted to the vendor, and you will review the impact the purchase has on General
Ledger.

Your task is to complete the procurement process from a specified scenario and produces several
screenshots to verify the completion of the process. The screenshots are to be inserted (pasted) in
the specified areas below. If you are unsure how to take a screenshot, please refer to Google.

Required Steps

Purchase Order Data

Field Description Value

Purchasing BI US US00
Organisation
Vendor Olympic Protective Gear 101### (where ### is your logon number)
Purchase Group North America N00
Material Deluxe Touring Bikes DXTR1### (where ### is your logon number)
(black)
Quantity 4
Net Price $1400 each
Currency USD
Plant DC Miami MI00

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 Deliverable: 1. Insert a screenshot of your Purchase Order
Procurement
Screenshot:

Note:
You could take a screenshot once the process is complete or use the Display Purchase Order
functionality

Goods Receipt Data

Field Description Value

Storage Location Finished Goods US00

Invoice Data

Field Description Value

Company Code GBI Americas US00
Tax XI (Input tax)

Payment Data

Field Description Value

Posting Date Today's date

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 Journal Entry Date Today's date
Value Date Today's date
Period Today's month
G/L Account 100000
House Bank Bank
Amount 5600
Currency USD

Deliverable: 2. Insert a screenshot of your Process Flow

Procurement
Screenshot:

Note:

Deliverable: 3. Insert a screenshot of your Post Outgoing Payments

Procurement
Screenshot:

Note:

Fulfilment Scenario

GBI re-sells a range of bicycles. The company have had an Inquiry from an existing customer (The
Bike Zone ###) for 4 Deluxe Touring Bike (Black). As indicated, the customer is already in the system.

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Once you create the Inquiry, the customer has requested a formal Quotation. The customer receives
the quotation and sends GBI a Purchase Order which is entered into the system as a Sales Order. As
there is enough stock, you will complete the Delivery process. An Invoice will be created, and sent to
the customer, and then GBI will receive Payment from the Customer.

Note: If you did the exercise, then your customer will be there. If not, then you will have to create the
customer. The process of creating a new customer is given on page 68 of the SAP Tutorial.

Your task is to complete the fulfilment process from a specified scenario and produces several
screenshots to verify the completion of the process. The required data for various steps is displayed
below. All other data is the same as the exercise you have previously completed. The screenshots are
to be inserted (pasted) in the specified areas below.

Required Steps

Create an Inquiry

Field Description Value

Sales Organisation US East UE00
Distribution Channel Wholesale WH
Division Bikes BI
Sold to Party Bike Zone ###
City Orlando
Cust Ref ###
Cust Ref Date Today's date
Valid From Today's date
Valid to one month from today
Material Deluxe Touring Bike (Black) DXTR1###

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 Order Quantity 4

Deliverable: 4. Insert a screenshot of your Inquiry

Fulfilment
Screenshot:

Note:

Create a Quotation with a Reference

Field Description Value

Cust Ref ###
Cust Ref Date Today's date
Valid From Today's date
Valid to one month from today
Req Deliv Date Today's date

Create Sales Order with Reference

Field Description Value

Purchase Order ###
No
Cust Reference ###
Cust Ref Date Today's date
First date Tomorrow's date

Deliverable: 5. Insert a screenshot of your Sales Order

Fulfilment
Screenshot:

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 Note:

Delivery Process

Field Description Value

Ship to Party Bike Zone ###
Planned Creation Due up until next week
date
Picking Quantity 4
Storage Location Finished Goods FG00

Create Invoice

Field Description Value

Ship to Party Bike Zone ###
Billing Date From Today's date

Post Receipt of Customer Payment

Field Description Value

Company Code UNS US00
Posting Date Today's date
Journal Entry date Today's date
Journal Entry Type Billing Doc. Transfer RV
Period Current Month
G/L Account 100000
Amount 12000
Currency USD

Deliverable: 6. Insert a screenshot of your Journal Entry

Fulfillment
Screenshot:

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 Note:

Deliverable: 7. Insert a screenshot of your Process Flow

Fulfillment
Screenshot:

Note:

Marking Criteria

Weighting in Total
Marking criteria
Grades
1. Insert a screenshot of your Purchase Order 4%
2. Insert a screenshot of your Process Flow 4%
3. Insert a screenshot of your Post Outgoing Payments 6%
4. Insert a screenshot of your Inquiry 4%
5. Insert a screenshot of your Sales Order 4%
6. Insert a screenshot of your Journal Entry 4%
7. Insert a screenshot of your Process Flow 4%
TOTAL Weight 30%

Academic Integrity

Holmes Institute is committed to ensuring and upholding Academic Integrity, as Academic Integrity is
integral to maintaining academic quality and the reputation of Holmes' graduates. Accordingly, all
assessment tasks need to comply with academic integrity guidelines. Table 1 identifies the six

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categories of Academic Integrity breaches. If you have any questions about Academic Integrity issues
related to your assessment tasks, please consult your lecturer or tutor for relevant referencing
guidelines and support resources. Many of these resources can also be found through the Study Sills
link on Blackboard.

Academic Integrity breaches are a serious offence punishable by penalties that may range from
deduction of marks, failure of the assessment task or unit involved, suspension of course enrolment,
or cancellation of course enrolment.

Table 1: Six categories of Academic Integrity breaches

Plagiarism Reproducing the work of someone else without attribution. When a

student submits their own work on multiple occasions this is known
as self-plagiarism.

Collusion Working with one or more other individuals to complete an

assignment, in a way that is not authorised.

Copying Reproducing and submitting the work of another student, with or

without their knowledge. If a student fails to take reasonable
precautions to prevent their own original work from being copied,
this may also be considered an offence.

Impersonation Falsely presenting oneself, or engaging someone else to present as

oneself, in an in-person examination.

Contract cheating Contracting a third party to complete an assessment task,

generally in exchange for money or other manner of payment.

Data fabrication and Manipulating or inventing data with the intent of supporting false
falsification conclusions, including manipulating images.
Source: INQAAHE, 2020

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 Marking Rubric

Excellent Very Good Good Satisfactory Unsatisfactory

(80-100%) (70-79%) (60-69%) (50-59%) (0-49%)
All the steps are Almost all the steps are Most of the steps are Some steps are Most of the steps are
Insert a screenshot of followed properly, and followed, and almost followed, and the followed, and some not followed properly.
your Purchase Order all the screenshots are all the screenshots are relevant screenshots relevant screenshots However, some
[4 Marks] pasted according to the pasted according to the are pasted according to are pasted according to relevant screenshots
given instructions. given instructions. the given instructions. the given instructions. are pasted.
All the steps are Almost all the steps are Most of the steps are Some steps are Most of the steps are
Insert a screenshot of followed properly, and followed, and almost followed, and the followed, and some not followed properly.
your Process Flow [4 all the screenshots are all the screenshots are relevant screenshots relevant screenshots However, some
Marks] pasted according to the pasted according to the are pasted according to are pasted according to relevant screenshots
given instructions. given instructions. the given instructions. the given instructions. are pasted.
All the steps are Almost all the steps are Most of the steps are Some steps are Most of the steps are
Insert a screenshot of followed properly, and followed, and almost followed, and the followed, and some not followed properly.
your Post Outgoing all the screenshots are all the screenshots are relevant screenshots relevant screenshots However, some
Payments [6 Marks] pasted according to the pasted according to the are pasted according to are pasted according to relevant screenshots
given instructions. given instructions. the given instructions. the given instructions. are pasted.
Insert a screenshot of All the steps are Almost all the steps are Most of the steps are Some steps are Most of the steps are
your Inquiry [4 Marks] followed properly, and followed, and almost followed, and the followed, and some not followed properly.

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 all the screenshots are all the screenshots are relevant screenshots relevant screenshots However, some
pasted according to the pasted according to the are pasted according to are pasted according to relevant screenshots
given instructions. given instructions. the given instructions. the given instructions. are pasted.
All the steps are Almost all the steps are Most of the steps are Some steps are Most of the steps are
Insert a screenshot of followed properly, and followed, and almost followed, and the followed, and some not followed properly.
your Sales Order [4 all the screenshots are all the screenshots are relevant screenshots relevant screenshots However, some
Marks] pasted according to the pasted according to the are pasted according to are pasted according to relevant screenshots
given instructions. given instructions. the given instructions. the given instructions. are pasted.
All the steps are Almost all the steps are Most of the steps are Some steps are Most of the steps are
Insert a screenshot of followed properly, and followed, and almost followed, and the followed, and some not followed properly.
your Journal Entry [4 all the screenshots are all the screenshots are relevant screenshots relevant screenshots However, some
Marks] pasted according to the pasted according to the are pasted according to are pasted according to relevant screenshots
given instructions. given instructions. the given instructions. the given instructions. are pasted.
All the steps are Almost all the steps are Most of the steps are Some steps are Most of the steps are
Insert a screenshot of followed properly, and followed, and almost followed, and the followed, and some not followed properly.
your Process Flow [4 all the screenshots are all the screenshots are relevant screenshots relevant screenshots However, some
Marks] pasted according to the pasted according to the are pasted according to are pasted according to relevant screenshots
given instructions. given instructions. the given instructions. the given instructions. are pasted.

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