sap ag 2003 business partners and contacts items and warehouses content: master data
TRANSCRIPT
SAP AG 2003
Business partners and contacts
Items and warehouses
Content:
Master Data
SAP AG 2003
Explain how the business partner master records, and the item master records are structured
Maintain business partner master records and item master records
Use contacts to track all kinds of contacts with your business partners
Maintain item master records and define the inventory System
At the conclusion of this unit you will be able to:
Master Data: Unit Objectives
SAP AG 2003
Master Data: Course Overview Diagram
Cross-Functionality
Master Data
Sales Opportunities
Fundam
enta
ls o
f SA
P B
usi
ness
One
Purchasing – A/P
Sales – A/R
Production
Inventory Transactions
SAP AG 2003
Before you can enter business transactions in SAP Business One, you have to create the objects used in the transactions as master data.
In SAP Business One, you can create business partners and items as master data.
Master Data: Business Scenario
SAP AG 2003
Outline the three types of business partners in SAP Business One
Describe how business partner master records are structured
Create contacts for business partners and store the relevant information in the system
Display contact lists
At the conclusion of this topic, you will be able to:
Business Partners and Contacts: Topic Objectives
SAP AG 2003
Three Types of Business Partner Master Records
All purchasing transactions
Contacts
All sales transactions
Sales opportunities
Contacts
Quotations and orders
Sales opportunities
Contacts
One or more control accounts for vendors
Possibletransactions
One or more control accounts for customers
Possibletransactions
Leads do not have any effect on accounting.
Possibletransactions
Vendors Customers Leads
SAP AG 2003
Structure of the Business Partner Master Record
Header Data Code, currency, group, balance display
General Mostly information fields
For maintaining contact personsContactPersons
Bill-to address, ship-to addresses, and so onAddresses
PaymentTerms
Default values for documents
Control account, reference to head office, VATAccounting
User-defined properties for analysis purposesProperties
Details Additional image or text information
Payment data of the business partner, used by the payment system
Payment System
SAP AG 2003
Contacts
Linked documents (such as quotations,
orders)
Contact overview
Link to the document
Link to item master record
To business partner
General Linked Doc.Content
NameContact
Handled by
Contacts with BP
Attachments (such as images, Microsoft
Word files)
Attach.
SAP AG 2003
CONTACTS
Purchasing / AP
Production
Sales / AR
Sales Opportunities
Banking
Business Partners
Inventory
Time/DurationEnd
Reminder Function
ScheduledActivities
Content
AddDocuments
Add ExternalDocuments
Business Partners/Contact Persons
Modules Functions
Contacts in SAP Business One
SAP AG 2003
BP Name Date Subject New Contact
Miller 04/23 Presentation 05/23 Smith 04/25 Req. analysis 04/27 ………
E-MailE-MailE-MailE-Mail
Contact Lists
SAP AG 2003
Find, create and maintain item master records
Group item master records according to various criteria
Describe how item master records are structured
Define the inventory system
At the conclusion of this topic, you will be able to:
Items and Warehouses: Topic Objectives
SAP AG 2003
Functions in Items Management
Show History
Remove
Sales and Purchasing Analysis
Find
Add
Change
Duplicate
Link Contacts
Items Management
SAP AG 2003
Finding Item Master Records
Regular Vendor
Vendor Catalog No.
Unit of Meas. for Purch.
Items per purchase unit
......
.......
Procurement Data
Item Number
Description
Item Grouping
Manufacturer
Price List
Items Management
Purchased ItemSales ItemWH Item
Fixed Assets
Searching for an item with a specific catalog number
Example: Searching for an item from a specific manufacturer
*ball*
Example: Searching for all items containing ball in the description
SAP AG 2003
General Data Item Number Description Item Grouping Prices
Details
Properties
General
Data in the Item Master Record
Item
Purchase Data
Sales Data
Warehouse Data
Fixed Assets Tax Liability
EAN Code Manufacturer Item Type
SAP AG 2003
Grouping Criteria
You can choose the item group/manufacturer from the dropdown list.
To create new entries, choose the Define New option.
Item Number
Description
Item Group
Manufacturer
Price List
Items Management
Purchased Item
Sales Item
WH Item
Fixed Assets
Properties
Choose All
Undo Selection
CancelUpdate
DetailsRestrictionsWH DataSales DataProcurement Data
Item Group 1
Item Group 2
Item Group 3
Item Group 4
.........
........
.........
Item Group 64
SAP AG 2003
Warehouse Definition
Warehouse 01General
Warehouse
General
Accounting
Accounts for
Expences, Revenues, Variance
Decreasing, Increasing, Returning
Stock, COGM, Allocation Costs
Price Difference
Address Information
Location
Drop Ship
SAP AG 2003
Warehouse Data
- + =In Stock Committed Ordered Available
Manage Stock System by Warehouse
Manage Stock System by Warehouse
Maximum Stock Level:
Minimum Stock Level:
Required Stock Level:
across all warehouses
In Stock Committed Ordered AvailableWH NameWH Code
General Warehouse
East Coast
West Coast
Drop Ship
Min. Stock Min. Stock Max. Stock Req. Stock WH Name WH Code
General Warehouse
East Coast
West Coast
Drop Ship
SAP AG 2003
Inventory System
Menu
Administration
System Initialization Company Details Basic Initialization
Standard Price Moving Average Price FIFO
Inventory System
Handle Price System per Warehouse
or or
SAP AG 2003
You are now able to:
Master Data: Unit Summary
Explain how the business partner master records, and the item master records are structured
Maintain business partner master records and item master records
Use contacts to track all kinds of contacts with your business partners
Maintain item master records and define the inventory system