Sap Record BCRM

SA P B U SI NE SS O NE
I 1
Ex No: 1 Date: 06 /01/09
Preparation of Employee Master

Data
And Human Resource Reports
Aim:
To create Employee Master Data and Human Resource Reports.
Algorithm:
Main Menu Human R e s o u r c e s Employee Master Data.
Main Menu Human R e s o u r c e s 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 pos ition, de pa rtm e nt, bra nc h, ma na ge r, and
c onta c t inform a tion . 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.
ENTERPRISE RESOURSE PLANNING (LAB – II) ANNA UNIVERSITY-COIMBATORE

MBA - BCRM SA P B U SI NE SS O NE
I 1
•To track the employee’s employment period and status,
c h o o s e Administration.

SA P B U SI NE SS O NE I 3
• To enter additional employee information, choose Absence,

Education, Review, and Previous Employment.
•Choose the Personal tab to enter such information as date
o f b i r t h , marital status, and ID number.
•Choose the Finance tab to add the employee’s salary and
c o s t , a n d 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
w a n t t o generate.
o Employee List
o Absence Report
o Phone Book
•Enter the selection criteria and choose the sorting options.
• C h o o s e OK t o g e n e r a t e t h e r e p o r t .
Report:
Thus the employee master data and human resource

reports are created with the specific details.

SA P B U SI NE SS O NE
Output:
I 4

SAP BUSINESS ONE I
5

SAP BUSINESS ONE I
6
Ex No: 02 Date: 21/01/09
P rep aratio n of
P rice List fo r P articu lar Ite m
Aim:
To create Price list for a particular item.
Algorithm:
Main Menu Inventory Price Lists Price

Lists.
Main Menu Inventory 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:
Thus Price list for a particular item has been created

with specific details.

SAP BUSINESS ONE
I 8
Output:

SAP BUSINESS ONE I
9
Ex No: 03 Date: 30/01/09
P reparation of
P rice List for C ustom ers
Aim:
To create Price List for a particular customer.
Algorithm:
Main Menu Inventory Pric e L is t s Price Lists.
Main Menu Inventory Ite m Ma ste r Da ta .
Main Menu Business Partner Business Partner Master

Data.
Procedure:
• Choose Inventory → Price Lists → Price

L i s t s . o The Price List window appears.
• Double‐click the number to the left of the relevant Price

L i s t N a m e . 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
p r i c e l i s t , y ou e nte r t he pric e of e ac h ite m onc e . You t h e n
re fe r a ll the othe r pric e lists you define to the base price list with a
particular factor.

SAP BUSINESS ONE I 10
o For e xa m ple , y ou c ould c re a te pric e lis t A for re gu la r
c us tom e rs , 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 o f 1 . 1 .
Th e s y s te m th e n c ho os e s t he hi gh e r p ri c e fo r
c us to m e rs 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 c hange is the n made automatic ally in a ll of th e
pric e lists tha t re fe r to the base price list.
• To c ha nge the ra tio of two pric e lis ts to ea c h othe r, s im ply
c ha nge the factor once. In the example above, you could
change the factor to 1.15 so t h a t t h e p r i c e s f o r c u s t o m e r s
t h a t m a k e o c c a s i o n a l p u r c h a s e s a r e 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

c r e a t e d w i t h spe c ific de ta ils .

Output:

Ex No: 04 Date: 20/02/09
P reparation of
La st P u rch a se P rice
Aim:
To create a Last Purchase Price for a particular item.
Algorithm:
Main Menu Inventory Item Master Data.
Main Menu Purchase A/P Purchase Order.
Main Menu Purchase A/P Purchase Order GRPO 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:
Thus Last Purchase Price for a particular item has been

created

Output:

Ex No: 05 Date: 21/02/09
P rep a ra tio n of S p ecia l P rice s
Aim:
To create Special Price for a particular customer.
Algorithm:
Main Menu Inventory Special Prices Hierarchies and

Expansions
Main Menu Inventory Price Lists Special Prices

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

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.
• The Define Hierarchies for Price List Window appears.
• Edit the data and choose Update.

SA P BU SI NE SS O NE I 15
• To co nf i rm y o ur e nt ri e s , cho o s e U pd a t e i n t he De f i ne
H iera rchi e s
for Price List window and in the Prices List Item Details
window.
• To save the modified special prices, choose Update
i n t h e Hierarchies and Expansions window.
Defining Quantity‐Based Special Prices for a Business Partner
• Choose Inventory → Price Lists → Special Prices →

S p e c i a l P r i c e s for Business Partners.
• The Special Prices for Business Partners window appears.
• Double‐click a row to open the Price List Item Details by
P e r i o d Window.
• Double‐click a row to open the Special Prices Hierarchies
window.
• After you enter or change the price, the system
a u t o m a t i c a l l y cal cula te s t he discount f rom the dif fe rence
betwee n q uanti ty ‐ba sed and the date‐dependent special
price.
• To confirm your entries, choose Update in the Special
Prices – H i e r a r c h i e s w i n d o w a n d t h e P r i c e L i s t I t e m
D e t a i l s b y P e r i o d window.
• To save the modified special prices, choose Update in
t h e S p e c i a l Prices for Business Partners window.
Report:

Thus Special Price for a particular customer has
b e e n c r e a t e d with specific details.

Output:


Ex No: 06 Date: 25/02/09

Preparation of
Goods Receipt and Goods Issue
Aim:
To create goods receipts without reference to a

p u r c h a s e o r d e r a n d enter goods issues that do not refer to a
specific customer delivery.
Algorithm:
Inventory Item Master Data

Inventory Inventory Transaction Goods Receipts
Inventory Inventory Transaction 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
m e n u a nd p o s t t h e o r d e r f o r t w o q u a n t i t i e s f o r a n o t h e r
i t e m . C h e c k t h e inventory status.
Report:
Thus create goods receipts without reference to 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: 26/02/09
Preparation of
Inventory Transfer
Aim:
To create an Inventory Transfer

a n d t o c h e c k t h e current stock
situation for item to both consignee and consigner
warehouses.
Algorithm:
Main Menu Inventory I n v e n t o r y T r a n s a c t i o n s Inventory

Transfer.
Main Menu Administration Setup Inventory

Warehouse
Inventory Inventory Transactions Inventory Transfer.
Procedure:
• Choose Administration → Setup → Inventory → Warehouse
• C rea t e ne w Wa re hous e .
• Click accounting, create PO.
• Go to Inventory Transfer.
• Enter Column details for customers.
• Place an order for items using warehouse.

Report:
Thus Inventory Transfer and the current stock

s i t u a t i o n f o r i t e m t o both consignee and consigner
warehouses has been created.
Output:


Ex No: 08 Date: 12/03/09
Preparation of
Material Requirement Planning
Aim:
To create forecast with the start date & end date for an
item using Material Requirement Planning.
Algorithm:
Main Menu M R P 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
i n c l u d e in y our M RP sc e na rio.
•For example, you define whether you want to consider the
e x i s t i n g s t oc k or t he m i ni m u m s t oc k le v e l. Y ou c a n a ls o
in c l ud e a p re de fi ne d 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
p r o b l e m a n d re ‐run the M RP.

• 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:
Thus forecast with the start date & end date for an
it e m us in g Material Requirement Planning has been created

Output:

Ex No: 09 Date: 13/03/09
P rep aration of Sales O pp ortun ity

Aim:
To create Sales Opportunities and Opportunity Pipeline.
Algorithm:
Main Menu S a l e s O p p o r t u n i t i e s Sales Opportunity.
Procedure:
Define business partners, as you enter sales

opportunities per lead or customer, see Business Partner
M a s t e r D a t a . Y o u c a n a l s o d e f i n e a new business partner via
the Sales Opportunity window.
Adding Sales Opportunities
• Choose Sales Opportunities → Sales Opportunity.

• Th e Sa les Opportuni ty w in do w a p pe a rs i n Ad d m od e .
• C h o o s e t h e Bus i ne s s Pa rt ne r C od e . T h e c us t o m e r ' s d e fa u l t
contact p e r s o n a n d s a l e s e m p l o y e e a r e d i s p l a y e d i n
addition to the business partner's code and name.
C h o o s e d i f f e r e n t e m p l o y e e s 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

y o u r requirements, see Sales Opportunity Window.

SAP BUSINESS ONE I
29
• C h o o s e A d d t o s a v e t h e c ha n g e s a n d c l o s e t h e
w i n d o w . Viewing and Updating Sales Opportunities
• Choose Sales Opportunities → Sales Opportunity.

• T h e Sa l e s Opp o rt uni t y w i n d o w a p p e a r s i n t h e A d d m o d e .
• Switch to Find mode.

•In the No. field, enter the number of the sales opportunity,
or use SAP Business One's standard search functions.
T h e d e t a i l s o f t h e 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 →

S a l e s Opportunity.
• On t he Summary ta b, se le c t Won or Lost.
•The Last Document Amount displays the amount listed in
the last re la t e d doc u m e n t , s u c h a s a s ale s qu ot a t ion . If
no document has been linked, the Potential Amount is
displayed.
•If required, reopen a sales opportunity by selecting Open
i n t h e Summary tab.
• C h o o s e U p d a t e t o s a v e t h e d a ta . A l l f i e l d s a r e d i s a b l e d o n c e
Upd a t e has bee n c hose n.
Deleting Sales Opportunities
To de le te a s ale s opportun ity , in the Data m e nu, c hoos e

Re m ov e . A m e s s a g e w a r n s t h a t t h i s p r o c e d u r e i s i r r e v e r s i b l e .
N o t e t h a t y o u c a n delete only open opportunities.

SAP BUSINESS ONE I
30
Report:
T h u s S a l e s O p p o r t u n i t i e s a nd 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: 16/03/09
Preparation of
Serial Number Management
Aim:
To create Serial Number Management.
Algorithm:
Main Menu Inventory Inventory Reports Serial

Numbers
Transactions Report.
Procedure:
• Choose Administration → System Initialization → General Settings →

Inventory tab → Items tab.
o The General Settings Items Tab is displa ye d.
• 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
m a s t e r data record.
• Switch to the Add mode as described in Getting Started,
a n d f i l l i n 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
d o c u m e n t a n d choose Add.
• Enter the serial numbers manually in the Created Serial
Numbers area, or select Automatic Creation to create
n u m e r o u s s e r i a l numbers simultaneously.
• Enter the quantity of serial numbers that you want to
c r e a t e f o r the item.
• Choose whether you want to create manufacturer's serial
n u m b e r 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
a n d c h o o s e Update.
• To save the document, choose Add.
Report:
Thus Serial Number Management has been created with

s p e c i f i c details.

Output:

Ex No: 11 Date: 18/03/09
Preparation of Service Contract

and
Customer Equipment Card
Aim:
To create a Service Contract and Customer Equipment

Card.
Algorithm:
Main Menu Service Service Contarct.
Main Menu Service 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
c o n t r a c t . Y o u a l s o c a n a d d a short description of the service
contract.
• Enter the general details about the service contract on the
G e n e r a l tab.
• Enter the item details on the Items tab, depending on the
s e r v i c e contract type (serial number or item group).
• Enter the details for the service contract coverage and
a v a i l a b i l i t y 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
S t a r t e d s e c t i o n t o s w i t c h to the Add mode.
• In the General Area, enter the customer information and
the serial n u m b e r . Choose the status of the customer
e q u i p m e n t c a r d a n d 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
d e l i v e r y a n d 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.
Report:
Thus Service Contract and Customer Equipment Card have

b e e n created.

Output:

Ex No: 12 Date: 20/03/09
P re p a ra tio n of S e rvice C a lls
Aim:
To create a Service and Service Calls.
Algorithm:
Main Menu Service Service Call.
Procedure:
• Choose Service →Service Call.

• The Service Call window appears.
• Enter the customer code, as well as the item code and the
s e r i a l number (if necessary).
• Enter a short problem description.
• On the General tab, choose the origin of the service
c a l l , i t s priority a nd ty pe .
• Select either the assignee, or the queue and the
t e c h n i c i a n responsible for the service call.
• On the Remarks tab, enter any important additional
i n f o r m a t i o n regarding the service call.
• On the Activities tab, add a new activity for the service
c a l l , i f 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

e n t e r t h e 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:
Thus Service and Service Calls for the given data

h a v e b e e n created.
Output:

Sap Record BCRM

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Sap Record BCRM

Uploaded by

Copyright:

Available Formats

SA P B U SI NE SS O NE

Ex No: 1 Date: 06 /01/09

Preparation of Employee Master

To create Employee Master Data and Human Resource Reports.

Main Menu Human R e s o u r c e s Employee Master Data.

Main Menu Human R e s o u r c e s Human Resource

• Choose Human Resources → Employee Master Data.

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

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

• To enter additional employee information, choose Absence,

Choose the report in one of the following ways:

Thus the employee master data and human resource

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: 21/01/09

To create Price list for a particular item.

Main Menu Inventory Price Lists Price

Main Menu Inventory Item Master Data.

• Choose Inventory → Price Lists → Price Lists.

Thus Price list for a particular item has been created

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: 03 Date: 30/01/09

To create Price List for a particular customer.

Main Menu Inventory Pric e L is t s Price Lists.

Main Menu Inventory Ite m Ma ste r Da ta .

Main Menu Business Partner Business Partner Master

• Choose Inventory → Price Lists → Price

• Double‐click the number to the left of the relevant Price

• Enter prices as necessary in the Price column.

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

Thus Price list for a particular customer has been

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

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

Ex No: 04 Date: 20/02/09

To create a Last Purchase Price for a particular item.

Main Menu Inventory Item Master Data.

Main Menu Purchase A/P Purchase Order.

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

• Create a new item.

Thus Last Purchase Price for a particular item has been

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

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

Ex No: 05 Date: 21/02/09

P rep a ra tio n of S p ecia l P rice s

To create Special Price for a particular customer.

Main Menu Inventory Special Prices Hierarchies and

Main Menu Inventory Price Lists Special Prices

Main Menu Inventory Price Lists Special Prices

Defining Quantity‐Based Special Prices for a Price List

• Choose Inventory → Special Prices → Hierarchies and

Details by Period window.

• The Define Hierarchies for Price List Window appears.

• Edit the data and choose Update.

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

Defining Quantity‐Based Special Prices for a Business Partner

• Choose Inventory → Price Lists → 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