Transcript TB1000_06_CrossFunctionality

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
Fundamentals
of SAP Business
One
Master Data
 SAP AG 2003
Purchasing
– A/P
Sales
– A/R
Inventory
Transactions
Production
Cross-Functionality
Sales
Opportunities
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
…
 SAP AG 2003
299.00
Pricing
Items Management
Business Partner Master Data
Item Number
A1001
Price List
Purchasing Price
C1001
299.00
Store
499.00
Reseller
599.00
Price List 04
799.00
Price List
Store
Price List 05
Price List 06
Document
299.00
Business Partner
C1001
…
Item
A1001
 SAP AG 2003
Price
499.00
Maintaining Price Lists 1/2
The sales price for major
customers is 1.5 times the
purchase price
Easy to edit by filtering item
master records (for example, by
item group, vendor, and so on).
Update Entire Price List
Update by Selection
#
Price List Name
0
Last Purchase Price
1
Base Price List
Factor
Rounding Method
Group
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
number, you can maintain the
individual item prices directly
(the system updates the item
master record).
 SAP AG 2003
To add new price
lists, choose Data 
Add Row.
Maintaining Price Lists 2/2
#
Name
Price List
Base Price List
1
Large Cust.
Purchasing Price List
Factor Rounding Method
Group
1.6
Gr.1
No Rounding
Price Maintenance
double-click
# Item number Description
Base Price
Factor Price
1 A0001
Chair
Eur 85
2
Eur 190

2 A0002
Table
Eur 800
2
Eur 1,800

3 A0003
Bed
Eur 1200
2
Eur 2,400.00

4 A0004
Shelf
Eur 500
2
Eur 1,000.00

 SAP AG 2003
Man.
Prices
that are
maintained are
NOT
automatically
updated
in accordance
with the factor.
Maintaining Price Lists - Updating
Update Entire
Price List
1) Enter a new factor in the
price list you want to
update (for example:
Increase prices for
major customers by
0.15 => 1.5 -> 1.65).
2) Choose Update.
3) The system updates all
the prices in
accordance with the
new factor.
 SAP AG 2003
Update by Selection
1) Enter a new factor in the
price list you want to
update.
2) Choose Update.
3) Make a selection (for
example, all the items
from a specific regular
vendor).
4) Choose OK.
5) The system updates the
prices of the selected
items in accordance
with the new factor.
Last Purchase Price Price List
Base
Price List
Last Purchase
Price
 SAP AG 2003
Automatic
update
only
When you post one of the
following transactions in the
system, the system updates
the last purchase price:

AP invoice

Miscellaneous goods
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
Hierarchies and Expansions
double-click
Price List
double-click
Small Customers
#
Item
Price
1
Chair
2
Eur 190.00
2
Table
2
Eur 1,800.00
3
Bed
2
4
Shelf
2
Validity Periods
From
Eur 1,000.00
to
Quantity Scale
From
 SAP AG 2003
to
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
reference to a price list
 Discount calculation
 Automatic update when
price lists are updated
 SAP AG 2003
Validity Periods
From
to
Quantity Scale
From
to
Updating Special Prices Globally
Change
Discount
Change Price
Refresh by
Price List
Delete
 SAP AG 2003
Change the discount rate or special price.
Select which items are affected by the
change:
 With the automatic indicator
 Without the automatic indicator
 Without a price list assignment
Allows you to update the special prices
based on the current price list information
for items without using the automatic
indicator
Allows you to delete special prices
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
Document
???
1. Does BP and item-specific special price
exist?
NO
2. Does BP-specific group discount exist?
NO
3. Do hierarchies and expansions for the Price
List exist?
NO
4. Price List
Price
Item
 SAP AG 2003
479
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
o.k.
?
?
 SAP AG 2003
Yes
• 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.
Defining Approval Stages
Approval Stages:
Stage 3: Manager
Stage 2: Purchasing
Manager
Stage 1: Ms. Smith
 SAP AG 2003
Stage 1: Mr. Jones
Defining Approval Templates
Active
Name
Comments
Originator
Documents
Whose
documents...
Stages
Terms
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
…………
………..
………
Documents for Approval
Have my documents
been approved?
Doc. Originator Stage Decision
…………
………..
………
 SAP AG 2003
Report for
Authorizer:
Which documents
do I still need to
approve?
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
 SAP AG 2003
Item 4711
Item 4711
Batch 1A
Batch 1B
Batch Management
Items Management
General
Serial and Batch Numbers
Manage Serial Numbers
Manage Batch Numbers
Force Serial No./Batch Selection on Release
 SAP AG 2003
You define
batch number
management for
each item on the
General tab in the
item master record
Creating Batches for Goods Receipts
Goods Receipt Documents
Item No.
Description
Quantity Price
…
B1000
20
…
• Admission Date
• Date of
Manufacture
• Expiration Date
Add
• Warehouse
• Storage Bin
• Description
• Template to Create
Batch Numbers
• Status
Numbering
Item Code
Dates
Batch
WH
Location
Operations
Quantity
B1000
BT- 01
01
10
B1000
BT- 02
01
10
No. of Batches 2
 SAP AG 2003
Update Column
Information
Create Batch Numbers
Batch Selection for Goods Issues 1/2
Item Master Data
B1000
Manage Batch Numbers
Force Serial No./Batch Selection on Release
Goods Issue Documents
Item No.
B1000
Description
…
Quantity Price
10
…
Add
Ctrl +
Batch Number Selection
Cannot add without
complete selection of
serial/batch numbers
Item Code
Batch
Available Qty. Selected Qty.
B1000
BT- 01
10
B1000
BT- 02
10
10
Divide Automatically
 SAP AG 2003
Batch Selection for Goods Issues 2/2
B1001
Item Master Data
Manage Batch Numbers
Menu
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
B1001
BT- 02
10
10
Divide Automatically
 SAP AG 2003
Batches in Sales Orders
Menu
System Initialization  General Settings  Items
Administration
Batch Number
Status
GR
Released
Not Accessible
Locked
X
X
(X)1
1: You
Basic Setting for Batch Status
Released
Manage Batches in Sales Orders
Yes
GI
Delivery
-
can assign this status when you create
a batch. However, you cannot post existing
batches with this status.
 SAP AG 2003
Batch Management in the Sales Order:
>> You select the batch directly in the
sales order.
>> The system reserves the quantity.
Error accessing the reserved quantity
without reference to the sales order.
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
4493331201164639
Dates
Location/Description
and so on...
1
:






 SAP AG 2003
1
Traceability
Date of Manufacture
Expiration Date
Warranty Period
Location in the Warehouse
Description
Serial Numbers
Item Master Data
General
Serial and Batch Numbers
Manage Serial Numbers
On Release Only
Manage Batch Numbers
Force Serial No./Batch Selection on Release
 SAP AG 2003
You define
serial number management
for each item on the General
tab in the item master
record.
Serial Numbers During Entry
Item Master Data
S1000
Manage Serial Numbers
On Release Only
Add Goods Receipt Document
• Admission Date
• Date of Manufacture
• Start/End of Warranty
• Expiration Date
Template for creating
Serial Numbers
Numberings
Item Code
Dates
System No.
Location
Man. Serial No.
S1000
1
SR- 01
S1000
2
SR- 02
Update Column
Information
Operations
• Warehouse
• Storage Bin
• Description
Create Serial Numbers
 SAP AG 2003
Serial Number on Output 1/2
S1001
Item Master Data
Manage Serial Numbers
Force Serial No./Batch Selection on Release
Goods Issue Documents
Item No.
S1001
Description
…
Quantity Price
10
…
Add
Ctrl +
Select Serial Number
Cannot add without
complete selection of
serial/batch numbers
Item Code
S1001
1
SR- 01
Available
S1001
2
SR- 02
Available
Choose
 SAP AG 2003
System No. Man. Serial No. Status
Auto Select
Serial Number on Output 2/2
Menu
S1000
Item Master Data
Manage Serial Numbers
Force Serial No./Batch Selection on Release
Inventory
Add Goods Issue Document
Item Management
Batches
Define and Update Serial No.
Serial No. Completion
Serial No. Transactions Report
Select Serial Number
Selected Numbers
No. for Selection
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