Sap Record - Finance

ANNA UNIVERSITY COIMBATORE
Excellence in Technical Education and Research

www.annauniv.ac.in
RECORD NOTE BOOK
NAME: ………………………………………………………………
REG NO: …………………………………………………………….
BRANCH: …………………………………………………………...
SUBJECT CODE & TITLE: ………………………………………..
…………………………………………………………………………

SC HOOL OF MANAGEMENT STUDIE S
AC A DE M IC C AM P U S
JOTHIPURAM , COIMBATOR E - 64 1047
Excellence in Technical Education and Research
www.annauniv.ac.in
BONAFIDE CERTIFICATE
This is to certify that …………………………………………………………………..
i s a b o n a f i d e student of School of Management Studies, A N N A U N I V E R S I T Y -
Coimbatore. He / She have undergone practical training on ENTERPRISE
R E S O U R C E P L A N N I N G ( L A B O R A T O R Y - II) f r o m J a n u a r y ’ 0 9 t o M a r c h ’ 0 9 .
Faculty in charge Director
Practical viva – voce examination held on ………………….
Internal Examiner External Examiner
Date:
Place: Coimbatore

NO DATE NAME OF THE EXPERIMENT PAGE SIGNATURE

NO OF THE STAFF
1 Preparation of Employee Master

06/01/09 Data 1
And Human Resource Reports
2 08/01/09 Preparation of
Price List for Particular Item 5
Price List for Customers 7
Last Purchase Price 10
5 22/01/09 Preparation of Special Prices 12
Goods Receipt and Goods Issue 16
Inventory Transfer 18
Material Requirement Planning 20
9 21/02/09 Preparation of Sales Opportunity 23
Preparation of
10 28/02/09 Serial Number Management 26
11 10/03/09 Preparation of Service Contract 29

and Customer Equipment Card
12 22/03/09 Preparation of Service Calls 32

SAP BUSINESS ONE |1
Ex No: 1 Date: 06/01/09

Preparation of Employee Master Data
And Human Resource Reports

A i m :
To create Employee Master Data and Human Resource Reports.
A l g o r i t hm :
Main Menu Â Human Resources Â Employee Master Data.
Main Menu Â Human Resources Â Human Resource Reports.
Procedure:
Choose Human Resources → Employee Master Data.
o The Employee Master Data window appears in the Find mode.
Switch to the Add mode as described in the corresponding Getting
Started section.
In the General Area fields, enter the employee’s full name, job title and
position, department, branch, manager, and contact information. You
may add the employee's picture as well.
On the Address tab, enter the employee’s work and home address.
On the Membership tab, define how the employee fits into the company
and to which team the employee belongs.
To track the employee’s employment period and status, choose
Administration.
ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

SAP BUSINESS ONE |2
To enter additional employee information, choose Absence, Education,

Review, and Previous Employment.
Choose the Personal tab to enter such information as date of birth,
marital status, and ID number.
Choose the Finance tab to add the employee’s salary and cost, and
necessary bank details.
Choose the Remarks tab to add remarks if required.
Choose the Attachments tab to attach documents and files related to the
employee.

Procedure:
Choose the report in one of the following ways:
From the SAP Business One Main Menu, choose the required module and

under Reports, choose the report you want to generate.
Choose the Reports module and navigate to the report you want to
generate.
o Employee List
o Absence Report
o Phone Book
Enter the selection criteria and choose the sorting options.
Choose OK to generate the report.

Report:
T h u s t h e e m p l o y e e m a s t e r d a t a a n d h u m a n r e s o u r c e r e p o r t s a r e
created with the specific details.

SAP BUSINESS ONE |3
Output:

SAP BUSINESS ONE |4

SAP BUSINESS ONE |5
Ex No: 02 Date: 08/01/09

Preparation of
Price List for Particular Item

A i m :
To create Price list for a particular item.
A l g o r i t hm :
Main Menu Â Inventory Â Price Lists Â Price Lists.
Main Menu Â Inventory Â Item Master Data.
Procedure:
Choose Inventory → Price Lists → Price Lists.
On the menu bar, choose Data → Add Row.
o A new active row is added to the end of the list of price lists.
Enter the appropriate data for the base price list and factor if the
price list is a dependent list.
If the list is a base price list, enter the reference of the price list to
itself and the factor 1 in the Factor column.
Maintain the prices in the price list and – where appropriate –
enter the base prices (if the list is a base price list).
Report:
T h u s P r i c e l i s t f o r a p a r t i c u l a r i t e m h a s b e e n c r e a t e d w i t h s p e c i f i c
details.

SAP BUSINESS ONE |6
Output:

SAP BUSINESS ONE |7
Ex No: 03 Date: 10/01/09

Preparation of
Price List for Customers

A i m :
To create Price List for a particular customer.
A l g o r i t hm :
Main Menu Â Inventory Â Price Lists Â Price Lists.
Main Menu Â Business Partner Â Business Partner Master Data.
Procedure:
Choose Inventory → Price Lists → Price Lists.
o The Price List window appears.
Double‐click the number to the left of the relevant Price List Name.
o The price list window for the selected Price List Name appears.
Enter prices as necessary in the Price column.
Choose Update.
Process Flow
First, you define one (or more) base prices lists. In the base price list,
you enter the price of each item once. You then refer all the other price
lists you define to the base price list with a particular factor.

SAP BUSINESS ONE |8
o For example, you could create price list A for regular customers,
and price list B for customers that only make occasional purchases.
The prices in price list B are to be 10 % higher. You define price list
B for less regular customers and refer it to price list A with a factor
of 1.1. The system then chooses the higher price for customers
that only make occasional purchases and for who price list B has
been entered in the master record.
o The advantage of this is that you only have to enter the price of an
item in the system once (in the base price list). The system then
calculates the prices valid for particular cases automatically on the
basis of this.
To adjust prices, you simply change them once in the base price list. The
change is then made automatically in all of the price lists that refer to
the base price list.
To change the ratio of two price lists to each other, simply change the
factor once. In the example above, you could change the factor to 1.15 so
that the prices for customers that make occasional purchases are
generally 15% higher than for customers that make regular purchases.
o Ten price lists are predefined in the system. You can add prices to
these, change them or delete them to map your pricing logic in the
system. You can use all or just some of the defined price lists.
Report:
Thus Price list for a particular customer has been created with
specific details.

SAP BUSINESS ONE |9
Output:

SAP BUSINESS ONE | 10
Ex No: 04 Date: 20/01/09

Preparation of
Last Purchase Price

A i m :
To create a Last Purchase Price for a particular item.
A l g o r i t hm :
Main Menu Â Purchase A/P Â Purchase Order.
Main Menu Â Purchase A/P Â Purchase Order Â GRPO Â A/P

Invoice.
Procedure:
Create a new item.
Give the price list as last purchase price.
Check the new item in last purchase price, the data will not be
available.
Raise purchase order for the respective item.
Check price list, price would not been displayed.
Raise GRPO and A/P Invoice.
The Price list will be displayed.
Report:
T h u s L a s t P u r c h a s e P r i c e f o r a p a r t i c u l a r i t e m h a s b e e n c r e a t e d
with specific details.

Output:

Ex No: 05 Date: 22/01/09

Preparation of Special Prices

A i m :
To create Special Price for a particular customer.
A l g o r i t hm :
Main Menu Â Inventory Â Special Prices Â Hierarchies and

Expansions
Main Menu Â Inventory Â Price Lists Â Special Prices Â Special

Prices for Business Partners
Main Menu Â Inventory Â Price Lists Â Special Prices Â Copy

Special Prices to Selection
Procedure:
Defining Quantity‐Based Special Prices for a Price List
Choose Inventory → Special Prices → Hierarchies and Expansions.
Double‐click the # field of the required row to open the Price List
Item Details by Period window.
In the Price List Item Details by Period window, select a row by
double‐clicking the # field again.
The Define Hierarchies for Price List Window appears.
Edit the data and choose Update.

To confirm your entries, choose Update in the Define Hierarchies
for Price List window and in the Prices List Item Details window.
To save the modified special prices, choose Update in the
Hierarchies and Expansions window.
Defining Quantity‐Based Special Prices for a Business Partner
Choose Inventory → Price Lists → Special Prices → Special Prices

for Business Partners.
The Special Prices for Business Partners window appears.
Double‐click a row to open the Price List Item Details by Period
Window.
Double‐click a row to open the Special Prices Hierarchies window.
After you enter or change the price, the system automatically
calculates the discount from the difference between quantity‐based
and the date‐dependent special price.
To confirm your entries, choose Update in the Special Prices –
Hierarchies window and the Price List Item Details by Period
window.
To save the modified special prices, choose Update in the Special
Prices for Business Partners window.
Report:
T h u s S p e c i a l P r i c e f o r a p a r t i c u l a r c u s t o m e r h a s b e e n c r e a t e d
with specific details.

Output:



Ex No: 06 Date: 24/01/09
Preparation of
Goods Receipt and Goods Issue

A i m :
To create goods receipts without reference to a purchase order and
enter goods issues that do not refer to a specific customer delivery.
A l g o r i t hm :
Inventory Â Item Master Data
Inventory Â Inventory Transaction Â Goods Receipts
Inventory Â Inventory Transaction Â Goods Issues
Procedure:
Create two items using the item master data.
Create a GRPO for each other items and raise their in stock to 100
quantities.
Open GRPO window in the inventory transaction menu and post the
order for five quantities for one item.
Open goods issues window in the inventory transaction menu and
post the order for two quantities for another item. Check the
inventory status.
Report:
T h u s c r e a t e g o o d s r e c e i p t s w i t h o u t r e f e r e n c e t o a p u r c h a s e o r d e r
and enter goods issues that do not refer to a specific customer delivery
has been created.

Output:


Ex No: 07 Date: 29/01/09

Preparation of
Inventory Transfer

A i m :
To create an Inventory Transfer and to check the current stock
situation for item to both consignee and consigner warehouses.
A l g o r i t hm :
Main Menu Â Inventory Â Inventory Transactions Â Inventory

Transfer.
Main Menu Â Administration Â Setup Â Inventory Â Warehouse Â
Inventory Â Inventory Transactions Â Inventory Transfer.
Procedure:
Choose Administration → Setup → Inventory → Warehouse
Create new Warehouse.
Click accounting, create PO.
Go to Inventory Transfer.
Enter Column details for customers.
Place an order for items using warehouse.

R e p o r t :
Thus Inventory Transfer and the current stock situation for item to
both consignee and consigner warehouses has been created.
Output:

Ex No: 08 Date: 12/02/09

Preparation of
Material Requirement Planning

A i m :
To create forecast with the start date & end date for an item using
Material Requirement Planning.
A l g o r i t hm :
Main Menu Â M R P Â M R P Wizard.
Procedure:
Start the MRP Wizard.
Create a new MRP scenario or select an existing one.
Define the parameters for your scenario, such as the planning
horizon and item details.
Define the data sources for requirements that you want to include
in your MRP scenario.
For example, you define whether you want to consider the existing
stock or the minimum stock level. You can also include a predefined
forecast.
Save the scenario or run it.
After you run the scenario, the system displays the MRP Results.
If there are red figures in the result table, solve the problem and
re‐run the MRP.

Analyze the MRP results. You can display the final stock quantity
before the MRP run or after it.
Save the recommendations and exit the MRP Wizard.
Report:
T h u s f o r e c a s t w i t h t h e s t a r t d a t e & e n d d a t e f o r a n i t e m u s i n g
Material Requirement Planning has been created with specific details.

Output:


Ex No: 09 Date: 21/02/09

Preparation of Sales Opportunity

A i m :
To create Sales Opportunities and Opportunity Pipeline.
A l g o r i t hm :
Main Menu Â Sales Opportunities Â Sales Opportunity.
Procedure:
Define business partners, as you enter sales opportunities per lead
or customer, see Business Partner Master Data. You can also define a
new business partner via the Sales Opportunity window.
Adding Sales Opportunities
Choose Sales Opportunities → Sales Opportunity.
The Sales Opportunity window appears in Add mode.
Choose the Business Partner Code. The customer's default contact

person and sales employee are displayed in addition to the
business partner's code and name. Choose different employees
from the list.
It is preferable to assign an Owner for each sales opportunity. In
addition, different owners can be assigned for each sales stage.
In the Potential or Stages tab, enter the potential amount for each
stage of the sales opportunity. This amount is updated in both tabs.
Enter the information in the optional fields according to your
requirements, see Sales Opportunity Window.

Choose Add to save the changes and close the window.
Viewing and Updating Sales Opportunities
Choose Sales Opportunities → Sales Opportunity.
The Sales Opportunity window appears in the Add mode.
Switch to Find mode.
In the No. field, enter the number of the sales opportunity, or use
SAP Business One's standard search functions. The details of the
sales opportunity are displayed and can be updated as required.
Choose Update to save the changes, then OK to close the window.
Closing Sales Opportunities
From the Main Menu, choose Sales Opportunities → Sales

Opportunity.
On the Summary tab, select Won or Lost.
The Last Document Amount displays the amount listed in the last
related document, such as a sales quotation. If no document has
been linked, the Potential Amount is displayed.
If required, reopen a sales opportunity by selecting Open in the
Summary tab.
Choose Update to save the data. All fields are disabled once Update
has been chosen.
Deleting Sales Opportunities
To delete a sales opportunity, in the Data menu, choose Remove. A
message warns that this procedure is irreversible. Note that you can
delete only open opportunities.

Report:
T h u s S a l e s O p p o r t u n i t i e s a n d O p p o r t u n i t y P i p e l i n e a r e c r e a t e d
with a specific with the details.
Output:

Ex No: 10 Date: 28/02/09

Preparation of
Serial Number Management

A i m :
To create Serial Number Management.
A l g o r i t hm :
Main Menu Â Inventory Â Inventory Reports Â Serial Numbers

T r a n s a c t i o n s R e p o r t .
Procedure:
Choose Administration → System Initialization → General Settings

→ Inventory tab → Items tab.
o The General Settings Items Tab is displayed.
In the Management Method field, select On Every Transaction to
create serial numbers on every inventory transaction.
Choose Inventory → Item Master Data to create a new item master
data record.
Switch to the Add mode as described in Getting Started, and fill in
the necessary fields.
On the General tab, select Manage Item by Serial Numbers to
handle serial numbers for the item.

Create an inbound transaction, such as a Goods Receipt PO

document, A/P Invoice, or Goods Receipt stock entry document and
choose Add.
Enter the serial numbers manually in the Created Serial Numbers
area, or select Automatic Creation to create numerous serial
numbers simultaneously.
Enter the quantity of serial numbers that you want to create for
the item.
Choose whether you want to create manufacturer's serial number
and enter the value.
Enter the value for the serial number format.
Choose whether you want to create lot number and enter the value.
Fill in the rest of the fields and choose Create.
Verify that the list of serial numbers has been created and choose
Update.
To save the document, choose Add.
Report:
T h u s S e r i a l N u m b e r M a n a g e m e n t h a s b e e n c r e a t e d w i t h s p e c i f i c
details.

Output:


Ex No: 11 Date: 10/03/09

Preparation of Service Contract and
Customer Equipment Card

A i m :
To create a Service Contract and Customer Equipment Card.
A l g o r i t hm :
Main Menu Â Service Â Service Contarct.
Main Menu Â Service Â Customer Equipment Card.
Procedure:
Choose Service → Service Contract.
The Service Contract window is displayed.
Enter the customer code and name, contact person (if necessary),
and start and end dates for the service contract. You also can add a
short description of the service contract.
Enter the general details about the service contract on the General
tab.
Enter the item details on the Items tab, depending on the service
contract type (serial number or item group).
Enter the details for the service contract coverage and availability
on the Coverage tab.
Add any attachments on the Attachments tab.
To add the new service contract to the system, choose Add.

Procedure:
Choose Service → Customer Equipment Card.
The Customer Equipment Card window appears in the Find mode.
Use a procedure described in the Getting Started section to switch
to the Add mode.
In the General Area, enter the customer information and the serial
number. Choose the status of the customer equipment card and
enter the details for the technician and territory.
On the Address tab, enter the address details for the customer that
obtained the item with this serial number.
On the Sales Data tab, enter the buyer code and the delivery and
the sales invoice details, if they exist in SAP Business One.
On the Attachments tab, add an attachment, if necessary.
To save the serial number item, choose Add.
R e p o r t :
T h u s S e r v i c e C o n t r a c t a n d C u s t o m e r E q u i p m e n t C a r d h a v e b e e n
created.


O u t p u t :


Ex No: 12 Date: 22/03/09

Preparation of Service Calls

A i m :
To create a Service and Service Calls.
A l g o r i t hm :
Main Menu Â Service Â Service Call.
Procedure:
Choose Service →Service Call.
The Service Call window appears.
Enter the customer code, as well as the item code and the serial
number (if necessary).
Enter a short problem description.
On the General tab, choose the origin of the service call, its
priority and type.
Select either the assignee, or the queue and the technician
responsible for the service call.
On the Remarks tab, enter any important additional information
regarding the service call.
On the Activities tab, add a new activity for the service call, if
necessary.
On the Solutions tab, search for the recommended solution for the
service call, or create a new solution for the problem.

On the Expenses tab, add a marketing document to enter the
expenses of the service call.
On the Resolution tab, enter a description of the resolution to the
service call problem.
To save the service call, choose OK.
Report:
T h u s S e r v i c e a n d S e r v i c e C a l l s f o r t h e g i v e n d a t a h a v e b e e n
created.
Output:

Sap Record - Finance

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ANNA UNIVERSITY COIMBATORE

Excellence in Technical Education and Research

RECORD NOTE BOOK

REG NO: …………………………………………………………….

SUBJECT CODE & TITLE: ………………………………………..

ANNA UNIVERSITY COIMBATORE

This is to certify that …………………………………………………………………..

i s a b o n a f i d e student of School of Management Studies, A N N A U N I V E R S I T Y -

Coimbatore. He / She have undergone practical training on ENTERPRISE

Faculty in charge Director

Practical viva – voce examination held on ………………….

Internal Examiner External Examiner

NO DATE NAME OF THE EXPERIMENT PAGE SIGNATURE

1 Preparation of Employee Master

5 22/01/09 Preparation of Special Prices 12

9 21/02/09 Preparation of Sales Opportunity 23

11 10/03/09 Preparation of Service Contract 29

12 22/03/09 Preparation of Service Calls 32

Ex No: 1 Date: 06/01/09

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

 To enter additional employee information, choose Absence, Education,

 From the SAP Business One Main Menu, choose the required module and

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

Ex No: 02 Date: 08/01/09

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

Ex No: 03 Date: 10/01/09

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

Ex No: 04 Date: 20/01/09

Main Menu Â Purchase A/P Â Purchase Order Â GRPO Â A/P

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

Ex No: 05 Date: 22/01/09

Main Menu Â Inventory Â Special Prices Â Hierarchies and

Main Menu Â Inventory Â Price Lists Â Special Prices Â Special

Main Menu Â Inventory Â Price Lists Â Special Prices Â Copy

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

 Choose Inventory → Price Lists → Special Prices → Special Prices

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

Ex No: 06 Date: 24/01/09

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

Ex No: 07 Date: 29/01/09

Main Menu Â Inventory Â Inventory Transactions Â Inventory

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

Ex No: 08 Date: 12/02/09

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

Ex No: 09 Date: 21/02/09

 Choose the Business Partner Code. The customer's default contact

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

 From the Main Menu, choose Sales Opportunities → Sales

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

Ex No: 10 Date: 28/02/09

To enter additional employee information, choose Absence, Education,

From the SAP Business One Main Menu, choose the required module and

Choose Inventory → Price Lists → Special Prices → Special Prices

Choose the Business Partner Code. The customer's default contact

From the Main Menu, choose Sales Opportunities → Sales

Choose Administration → System Initialization → General Settings

Create an inbound transaction, such as a Goods Receipt PO