Exercise Workbook 26
Exercise Workbook 26
Exercise Workbook 26
EXERCISE WORKBOOK
FOR STUDENT 26
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Table of Contents
1. Customer BP Master Data.......................................................................................................................4
Exercise 1.1..............................................................................................................................................4
2. Vendor BP Master Data...........................................................................................................................5
Exercise 2.1..............................................................................................................................................5
3. Item Master Data.....................................................................................................................................6
Exercise 3.1..............................................................................................................................................6
4. Purchase Process.....................................................................................................................................7
Exercise 4.1..............................................................................................................................................7
Exercise 4.2..............................................................................................................................................8
Exercise 4.3..............................................................................................................................................9
Exercise 4.4............................................................................................................................................10
Exercise 4.5............................................................................................................................................11
5. Sales Process.........................................................................................................................................12
Exercise 5.1............................................................................................................................................12
Exercise 5.2............................................................................................................................................13
Exercise 5.3............................................................................................................................................14
Exercise 5.4............................................................................................................................................15
Exercise 5.5............................................................................................................................................16
6. New Warehouses...................................................................................................................................17
Exercise 6.1............................................................................................................................................17
7. New Item Group....................................................................................................................................18
Exercise 7.1............................................................................................................................................18
8. Items Managed by Batches....................................................................................................................19
Exercise 8.1............................................................................................................................................19
9. Items Managed by Serial Numbers........................................................................................................20
Exercise 9.1............................................................................................................................................20
10. Pick and Pack.......................................................................................................................................21
Exercise 10.1..........................................................................................................................................21
Exercise 10.2..........................................................................................................................................22
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Exercise 10.3..........................................................................................................................................23
Exercise 10.4..........................................................................................................................................24
Exercise 10.5..........................................................................................................................................25
11. Period and Volume Discount...............................................................................................................26
Exercise 11.1..........................................................................................................................................26
Exercise 11.2..........................................................................................................................................27
Exercise 11.3..........................................................................................................................................28
12. Good Receipt & Good Issue.................................................................................................................29
Exercise 12.1..........................................................................................................................................29
Exercise 12.2..........................................................................................................................................30
Exercise 12.3..........................................................................................................................................31
Exercise 12.4..........................................................................................................................................32
13. Sales Opportunities.............................................................................................................................33
Exercise 13.1..........................................................................................................................................33
Exercise 13.2..........................................................................................................................................35
14. Services................................................................................................................................................37
Exercise 14.1..........................................................................................................................................37
15. Production Process..............................................................................................................................38
Exercise 15.1..........................................................................................................................................38
Exercise 15.2..........................................................................................................................................40
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Header
Code: CU00026
BP Type Customer
Name Carlo
Group Small Accounts
General
Tel No: 23224576
Mobile Phone: 92345435678
E-Mail [email protected]
Contact Person
Contact ID: CM-213
First Name: Ponciana
Title: Mrs.
Middle Name: Ramos
Last Name: Austria
Address: Camarines Norte
Telephone No: 25465657
Mobile Phone: 92341257465
E-Mail [email protected]
Payment Term
Payment Terms: Net 30
Price List: Sales Price Student 26
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Header
Code: SU00026
BP Type Vendor
Name Rosalyn Bakery
Group General Suppliers
General
Tel No: 64654213
Mobile Phone: 95465465465
E-Mail [email protected]
Contact Person
Contact ID: UY-898
First Name: Franzes
Title: Ms.
Middle Name: Gabia
Last Name: Gardiola
Address: Paris, France
Telephone No: 65413652
Mobile Phone: 93246511565
E-Mail [email protected]
Payment Term
Payment Terms: Net 30
Price List: Base Price
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Item
Item No. Description Grou Unit Price
p
IM00126 MSI Optix MPG341CQR Monitor Items 3339
IM00127 HP Deskjet 2677 Dreamy Teal Printer Items 4302
IM00128 Epson EB-S41 SVGA 3LCD Projector Items 20400
IM00129 X431 Pro3 Car Scanner Items 8464
IM00130 Razer Death Stalker Essentials Gaming Keyboard Items 2650
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4. Purchase Process
Exercise 4.1
Perform the whole purchase process on this transaction:
Input the required information, use the selection list when available:
Vendor: SU00026
Name: Rosalyn Bakery
Posting Date: Date Today
Item No: IM00126
Quantity: 12 each
Click Add to save the document. Screenshot the complete relationship Map of the Purchase Process.
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Exercise 4.2
Perform the whole purchase process on this transaction:
Input the required information, use the selection list when available:
Vendor: SU00026
Name: Rosalyn Bakery
Posting Date: Date Today
Item No: IM00127 and IM00128
Quantity: 34 each
Click Add to save the document. Screenshot the complete relationship Map of the Purchase Process.
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Exercise 4.3
Perform the whole purchase process on this transaction:
Input the required information, use the selection list when available:
Vendor: SU00026
Name: Rosalyn Bakery
Posting Date: Date Today
Item No: IM00126, IM00129 and IM00130
Quantity: 6 each
Click Add to save the document. Screenshot the complete relationship Map of the Purchase Process.
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Exercise 4.4
Perform the whole purchase process on this transaction:
Input the required information, use the selection list when available:
Vendor: SU00026
Name: Rosalyn Bakery
Posting Date: Date Today
IM00127, IM00128, IM00129 and
Item No: IM00130
Quantity: 23 each
Click Add to save the document. Screenshot the complete relationship Map of the Purchase Process.
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Exercise 4.5
Perform the whole purchase process on this transaction:
Input the required information, use the selection list when available:
Vendor: SU00026
Name: Rosalyn Bakery
Posting Date: Date Today
IM00126, IM00127, IM00128, IM00129 and
Item No: IM00130
Quantity: 7 each
Click Add to save the document. Screenshot the complete relationship Map of the Purchase Process.
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5. Sales Process
Exercise 5.1
Perform the whole sales process on this transaction:
Input the required information, use the selection list when available:
Vendor: CU00026
Name: Carlo
Posting Date: Date Today
Item No: IM00126
Quantity: 10 each
Click Add to save the document. Screenshot the complete relationship map of the Sales Process.
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Exercise 5.2
Perform the whole sales process on this transaction:
Input the required information, use the selection list when available:
Vendor: CU00026
Name: Carlo
Posting Date: Date Today
Item No: IM00127 and IM00128
Quantity: 32 each
Click Add to save the document. Screenshot the complete relationship map of the Sales Process.
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Exercise 5.3
Perform whole sales process on this transaction:
Input the required information, use the selection list when available:
Vendor: CU00026
Name: Carlo
Posting Date: Date Today
IM00126, IM00129 and
Item No: IM00130
Quantity: 5 each
Click Add to save the document. Screenshot the complete relationship map of the Sales Process.
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Exercise 5.4
Perform the whole sales process on this transaction:
Input the required information, use the selection list when available:
Vendor: CU00026
Name: Carlo
Posting Date: Date Today
IM00127, IM00128, IM00129
Item No: and IM00130
Quantity: 21 each
Click Add to save the document. Screenshot the complete relationship map of the Sales Process.
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Exercise 5.5
Perform the whole sales process on this transaction:
Input the required information, use the selection list when available:
Vendor: CU00026
Name: Carlo
Posting Date: Date Today
IM00126, IM00127, IM00128,
Item No: IM00129 and IM00130
Quantity: 5 each
Click Add to save the document. Screenshot the complete relationship map of the Sales Process.
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6. New Warehouses
Exercise 6.1
Add the following items:
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Fuels
Batteries
Trampolines
Detergents
Tumblers
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Header
Item No. B00026
Description M.2 12Gb
Item Group Memory Cards
Unit Price 3000
Manage Item By Batches
Management Method On every Transaction
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Header
Item No. SN00026
Description ASUS TUF FX504
Item Group Laptop
Unit Price 40,000
Manage Item By Serial Numbers
Management Method On every Transaction
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Purchase Items:
Vendor: SU00026
Name: Rosalyn Bakery
Posting Date: Date Today
Item No: All items on Item Master Data Tab
Quantity: 50 each
Click Add to save the document. Screenshot the complete relationship Map of the Purchase Process.
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Exercise 10.2
Create a Sales Order using information Below:
Customer: CU00017
Name: Allysa
Posting Date: Date Today
Item No: IM00101
Quantity: 20
Click Add to save the document. Complete the whole Pick and Pack Process. Screenshot the Packing Slip
of this transaction.
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Exercise 10.3
Create Sales Order using the Information below:
Customer: CU00018
Name: Berto
Posting Date: Date Today
Item No: IM00102
Quantity: 20
Click Add to save the document. Complete the whole Pick and Pack Process. Screenshot the Packing Slip
of this transaction.
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Exercise 10.4
Create Sales Order using Information below:
Customer: CU00019
Name: Aljhon
Posting Date: Date Today
Item No: IM00104
Quantity: 20
Click Add to save the document. Complete the whole Pick and Pack Process. Screenshot the Packing Slip
of this transaction.
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Exercise 10.5
Create Sales Order using Information:
Customer: CU00020
Name: Patrick
Posting Date: Date Today
Item No: IM000104
Quantity: 20
Click Add to save the document. Complete the whole Pick and Pack Process. Screenshot the Packing Slip
of this transaction.
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IM00126
30 days 20% 50 15%
IM00127
Create Sales Order for CU00026 with items IM00126 and IM00127
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Exercise 11.2
Create period and volume discounts for the following items:
IM00128
20 days 10% 20 15%
IM00129
Create Sales Order for CU00026 with items IM00128 and IM00129
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Exercise 11.3
Create period and volume discounts for the following items:
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Exercise 12.2
Goods Receipt
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Exercise 12.3
Goods Issue
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Exercise 12.4
Goods Issue
IM00128 8
IM00129 9
IM00130 2
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Exercise 13.2
Create a Sales Opportunity for L00052
Add a Lead Business Partner
Code L00052
BP Type Lead
Name Rose Estelamari
Group Individual
Contact Person Rose Estelamari
Mobile Number +012-283-4127
Create Opportunity
Opportunity Type Sales
Business Partner L00052
Potential
Predicted Closing in 30 days
Potential Amount PHP 100,000
Stages
Stage 1
Start Date Date Today
Closing Date Start Date of Stage 1
Stage Lead
Activity Phone Call
Stage 2
Start Date 2 days after Stage 1
Closing Date Start Date of Stage 2
Stage 1st Meeting
Activity Meeting
Stage 3
Start Date 4 days after Stage 2
Closing Date Start Date of Stage 3
Stage Negotiation
Activity Meeting
Stage 4
Start Date 2 days after Stage 3
Closing Date Start date of Stage 4
Stage Order
Activity Meeting
Click Add. Produce Opportunities Pipeline
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14. Services
Exercise 14.1
Record a Service Call based on the details below :
Service Call Type Sales
BP Code CU00026
Item IM00026
General
Origin Telephone No.
Problem Type Functional
Activities
Activity Phone Call
Duration 11 minutes
Priority Normal
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The diagram below shows the production process of PR510000 (Violin), wherein items
PR511001 and PR511002 are raw materials needed to produce PR511000 (Violin - Body), and items
PR512001 and PR512002 are raw materials needed to produce PR512000 (Violin – Tonal Characteristic).
Items PR511000 and PR512000 are being assembled to produce PR510000 (Violin).
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Exercise 15.2
2. Add the following items on the Item Master
Data
Item No. PR520000
Description Toothbrush
Item Group Finished Goods
Input the screenshot (Bill of Materials of PR520000 and Receipt from Production) of your output here:
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