sap ag 2003 pricing approval procedure batch management serial number management contents:...
TRANSCRIPT
SAP AG 2003
Pricing
Approval Procedure
Batch Management
Serial Number Management
Contents:
Cross-Functionalitiy
SAP AG 2003
Define price lists and special prices
Define approval strategies and approve documents
Use the batch management functions
Use serial numbers to manage your stock
At the conclusion of this unit, you will be able to:
Cross-Functionality: Unit Objectives
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Cross-Functionality: 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
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.
Cross-Functionality: Business Szenario
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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
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Prices
Price List
Items Management
299.00299.00Purchasing Price
499.00499.00
599.00599.00
799.00799.00
299.00 299.00
Large Customers
Small Customers
Price List 04
Price List 05
Price List 06
…
Item NumberA1001A1001
SAP AG 2003
Pricing
Price List
Items Management
299.00299.00Purchasing Price
499.00499.00
599.00599.00
799.00799.00
299.00 299.00
Store
Reseller
Price List 04
Price List 05
Price List 06
…
Business Partner Master Data
Price List Store
Document
Item Price
Item NumberA1001A1001
A1001 499.00
C1001
C1001Business Partner
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Update Entire Price List Update by Selection
4
Gr.2/1.6Purchase PriceSmall Customers3
Gr.2/1.5Purchasing PriceLarge Customers2
Gr.1No Rounding1.0Last Purchase PricePurchasing Price1
Last Purchase Price0
GroupRounding MethodFactorBase Price ListPrice List Name#
Maintaining Price Lists 1/2
By double-clicking the row number, you can maintain the individual item prices directly (the system updates the item master record).
To add new price lists, choose Data Add Row.
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).
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Eur 1,000.002Eur 500ShelfA0004
Eur 2,400.002Eur 1200BedA0003
Eur 1,8002Eur 800TableA0002
Eur 1902Eur 85ChairA0001
Man.PriceFactorBase PriceDescriptionItem number#
4
3
2
1
Maintaining Price Lists 2/2
Price Maintenance
Gr.1No Rounding1.6Purchasing Price ListLarge Cust.1
GroupRounding MethodFactorBase Price ListPrice ListName#
Pricesthat are maintained areNOT automaticallyupdatedin accordance with the factor.
double-click
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Maintaining Price Lists - Updating
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.
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.
Update Entire
Price ListUpdate by Selection
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Last Purchase Price Price List
When you post one of the following transactions in the system, the system updates the last purchase price:Auto-
maticupdateonly
BasePrice List
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
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Hierarchies and Expansions
Validity Periods
From to
double-click
double-click
Quantity Scale
From to
Eur 1,000.002Shelf
2Bed
Eur 1,800.002Table
Eur 190.002Chair
Price
Price List
Item#
4
3
2
1
Small Customers
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Special Prices for Business Partners
For a specific business partner
With or without reference to a price list
Discount calculation
Automatic update when price lists are updated
Special prices for selected items of a business partner:
Validity Periods
From to
double-click
double-click
Quantity Scale
From to
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Updating Special Prices Globally
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
Delete
Refresh by Price List
Change Price
Change Discount
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
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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.
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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
Item ???Price
Document
Item 479Price
NO
NO
NO
2. Does BP-specific group discount exist?
3. Do hierarchies and expansions for the Price List exist?
1. Does BP and item-specific special price exist?
4. Price List
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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 Business One provides a wide range of options for defining prices. Prices are grouped in price lists.
Summary 1/2
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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.
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Set up an approval procedure for documents based on various criteria
Approve documents that have been blocked by an approval procedure
At the conclusion of this topic, you will be able to:
Approval Procedure: Topic Objectives
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Approval Procedures
Document Value > 5000 USD?Document Value > 5000 USD?
No 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.
• 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.
?
?
o.k.
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Defining Approval Stages
Stage 1: Mr. JonesStage 1: Ms. Smith
Stage 2: Purchasing Manager
Stage 3: Manager
Approval Stages:
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Name
Comments
Active
Originator TermsStagesDocuments
must be approved by whom...
Whose documents...
when a certain situation arises?
Defining Approval Templates
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Approval Procedures: Reports
Documents Approvals Report
Doc. Originator Template Status
…………………..………
Documents for Approval
Doc. Originator Stage Decision
…………………..………
Report for Originator:
Have my documents been approved?
Report for Authorizer:
Which documents do I still need to approve?
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Batch Management: Topic Objectives
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
At the conclusion of this topic, you will be able to:
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Batches
Batch 1A Batch 1B
WAREHOUSE 01
Item 4711 Item 4711
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Batch Management
You definebatch number
management for each item on the
General tab in the item master record
General
Items Management
Serial and Batch Numbers
Manage Serial Numbers
Manage Batch Numbers
Force Serial No./Batch Selection on Release
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Creating Batches for Goods Receipts
Numbering Dates Location Operations
Item Code
Create Batch NumbersCreate Batch Numbers
• Admission Date• Date of Manufacture
• Expiration Date
• Warehouse• Storage Bin• Description
B1000B1000
B1000B1000BT- 01BT- 01
BT- 02BT- 020101
01011010
1010
Batch WH Quantity
No. of Batches 22
B1000B1000
Item No.
Goods Receipt DocumentsGoods Receipt Documents
Description
……
Quantity
2020
Price
……
AddAdd
• Template to Create Batch Numbers
• Status
Update ColumnInformation
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Batch Selection for Goods Issues 1/2
Cannot add without complete selection of serial/batch numbers
B1000B1000
Item No.
Goods Issue DocumentsGoods Issue Documents
Description
……
Quantity
1010
Price
……
AddAdd
Item Master Data
Manage Batch Numbers
Force Serial No./Batch Selection on Release
Ctrl +
Batch Number Selection
B1000B1000
Item Code Batch
B1000B1000BT- 01BT- 01
BT- 02BT- 02
Available Qty.
1010
1010
Divide AutomaticallyDivide Automatically
1010
Selected Qty.
B1000B1000
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Batch Selection for Goods Issues 2/2
Menu
Inventory
Batches
Define and Update Batch No.
Batch No. Completion
Batch No. Transactions Report
Item Master Data
Manage Batch Numbers
Force Serial No./Batch Selection on Release
Add Goods Issue DocumentAdd Goods Issue Document
Batch Number Selection
B1001B1001
Item Code Batch
B1001B1001BT- 01BT- 01
BT- 02BT- 02
Available Qty.
1010
1010
Divide AutomaticallyDivide Automatically
1010
Selected Qty.
B1001B1001
Item Management
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Batches in Sales Orders
Menu
Administration System Initialization General Settings Items
Batch Number
Yes
Status GR GI Delivery
Released XNot Accessible X -Locked (X)1 -
1: You can assign this status when you create a batch. However, you cannot post existing batches with this status.
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.
Manage Batches in Sales Orders
Basic Setting for Batch Status Released
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Batch Number Transactions Report
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Serial Number Management: Topic Objectives
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
At the conclusion of this topic, you will be able to:
SAP AG 2003
Serial Number Management
and so on...
TraceabilityDate of ManufactureExpiration DateWarranty PeriodLocation in the WarehouseDescription
Numbering
Dates
Location/Description
Nokia Mobile
CE0168X
4493331201164639
1 : 11 : 1
Nokia Mobile
CE0168X
449333120116464567
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Serial Numbers
General
Item Master Data
Serial and Batch Numbers
Manage Serial Numbers
Manage Batch Numbers
Force Serial No./Batch Selection on Release
On Release Only
You defineserial number management for each item on the General
tab in the item master record.
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Serial Numbers During Entry
Item Master Data
Manage Serial Numbers
On Release Only
S1000S1000
Add Goods Receipt DocumentAdd Goods Receipt Document
Numberings Dates Location Operations
11S1000S1000 SR- 01
S1000S1000 22 SR- 02
Item Code System No. Man. Serial No.
Create Serial NumbersCreate Serial Numbers
• Warehouse• Storage Bin• Description
Update ColumnInformation
• Admission Date• Date of Manufacture• Start/End of Warranty• Expiration Date
Template for creating Serial Numbers
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Serial Number on Output 1/2
Cannot add without complete selection of serial/batch numbers
S1001S1001
Item No.
Goods Issue DocumentsGoods Issue Documents
Description
……
Quantity
1010
Price
……
AddAdd
Item Master Data
Manage Serial Numbers
Force Serial No./Batch Selection on Release
Ctrl +
Select Serial Number
S1001S1001
Item Code System No.
S1001S100111
22
SR- 01SR- 01
SR- 02SR- 02
Auto SelectAuto Select
Status
S1001S1001
ChooseChoose
Available
Available
Man. Serial No.
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Serial Number on Output 2/2
Add Goods Issue DocumentAdd Goods Issue Document
Menu
Inventory
Batches
Define and Update Serial No.
Serial No. Completion
Serial No. Transactions Report
Item Master Data
Manage Serial Numbers
Force Serial No./Batch Selection on Release
S1000S1000
Item Management
Select Serial Number
S1000S1000
S1000S1000
SR- 01SR- 01
SR- 02SR- 02
>>>>
S1000S1000 SR- 03SR- 03 >>>>>>
Auto Select
No. for Selection Selected Numbers
SAP AG 2003
Define price lists and special prices
Define approval strategies and approve documents
Use the batch management functions
Use serial numbers to manage your stock
You are now able to:
Cross Functionalities: Unit Summary