SAPB1 9 TB1000 96 Instructor Guide

SAP Business One

Release 9.0

Author: Kathryn Duval

February 12, 2014

TB1000 SAP Business One LogisticsCollection 96

Instructor Guide

Key to icons in the Instructor Guide:Timing

Next Slide (s)

Instructor

Demonstration

Exercises

Activity

Summary

Objectives

Business Scenario

Hints and Tips

Warning or Caution

Internal Note

SAP Contacts.............................................................................................................3Walldorf.............................................................................................................................................. 3

Subsidiaries....................................................................................................................................... 3

SAP AG TB1000 Logistics

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Revisions to Previous Instructor Guide..................................................................3

Course Details...........................................................................................................3Duration............................................................................................................................................. 3

Course Materials and other Materials................................................................................................3

Country-Specific Units........................................................................................................................ 3

Course Instructor Profiles........................................................................................3Level of Knowledge Required............................................................................................................3

Courses Recommended as Preparation............................................................................................3

Online Help Recommended as Preparation.......................................................................................3

Hints on Preparing This Course.........................................................................................................3

Training System........................................................................................................3Data Required.................................................................................................................................... 3

User ID and Passwords for Course Participants................................................................................3

Preparation in the System.................................................................................................................. 3

Example ABAPs................................................................................................................................. 3

CATTs................................................................................................................................................ 3

Technical Hints.................................................................................................................................. 3

Goals and Objectives................................................................................................3

Course Structure and Flow......................................................................................3

Course Schedule.......................................................................................................3Course Schedule:............................................................................................................................... 3

Day One............................................................................................................................................. 3

Unit: <Name>.............................................................................................................3

February 12, 2014 Page 2


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Walldorf

Subsidiaries

Revisions to Previous Instructor Guide

Changes from 8.8 to 9.0 version of the course:

The units for Production and Service have been removed. These topics are not covered in the 9.0 certification.

The topic of pricing has been expanded into its own unit due to the number of new features in this area.

There is less detail in the instructor guide because the course is written in a narrative fashion. An instructor can use the slide notes as a basis for the lecture.

Course Details

Duration: 3 days

Course Timing Caution: Note that this course runs very tightly to the schedule for the three days. Any added information will run the time over. Some information was deleted from previous course versions, so please be aware to add it back in will cause class timing to be off.

Course Materials and other Materials

Participant’s handbook TB1000 SAP Business One – Logistics

Additional materials that you may find useful:

Delta training for SAP Business One 9.0

Study Guide for certification preparation

Certification Self Test

Advanced Training for SAP Business One 9.0

Country-Specific UnitsThere are no country specific units included.



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Course Instructor Profiles

Level of Knowledge Required

Certified solution consultant SAP Business One or Sales Specialist SAP Business One

Experience in at least five projects with SAP Business One

Courses Recommended as Preparation

TB1000 SAP Business One – Logistics

TB1100 SAP Business One – Accounting,

TB1200 SAP Business One – Implementation and Support

Online Help Recommended as Preparation

Online Help SAP Business One 9.0

Hints on Preparing This Course

Important note: the slides are designed for both e-learning and for instructor led training.

This means that the notes are the narration that will be used in the e-learning. This will be good for the participants who can read the materials after the class as if they were a book.

The downside for you as an instructor is that there are more slides on a subject with minute variations than you would normally see in an instructor-led class.

I will indicate in this guide which slides are so similar that you could hide during class lectures. They will still appear in the participant manuals, but by hiding them you may find the lectures going smoother.

For partners who are using this course to teach customers:

Although the course is based on the demo database for the UK localization, with the language set as American (US) English, the course is designed so that participants can use any localization’s demo database for completing the exercises.

The units are freestanding so that you can remove units that your customers do not need.

The exercises in each unit do not depend on data created in exercises in the other units.



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Training System

Data Required

User ID and Passwords for Course Participants

Reference User ID:

The standard format for User Ids is the Course ID, followed by the group number. The initial password is INIT. Use transaction ZUSR to copy these User Ids from the reference User ID.

If you choose not to use the provided training system:

If you choose not to reserve a training system and require participants to bring their own laptops or if you decide to build your own training system locally, then you can use a copy of the demo database for either the UK or other preferred localization. Make sure your database contains the necessary data and settings so that the exercises and solutions run smoothly.

The course exercises were tested on a copy of the demo database with the UK localization, however, I have tried to make them as generic as possible so that you can run the course in your localization.

Preparation in the System

No CATTs are needed.

Technical Hints



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Goals and Objectives

Explain the concepts and methods of SAP Business One

Perform the steps in the core logistics processes of SAP Business One

Map customer logistics processes in SAP Business One

Set up master data for the standard business processes in logistics

Course Structure and Flow

The course is structured in a modular way so that units can be rearranged or removed without disrupting the flow of the course. Each business process is introduced in its own unit. This will allow the course to be used not only to train our partners, but also be used to teach customers who may not need the entire course.

Each unit will discuss the purpose of each basic step in a business process: each document’s characteristics, the necessary master data, the individuals who normally processes each document and which individuals and other processes use the information entered in the document. The inventory and accounting effects of each document in the process will be shown. Each process will be taken through to logical accounting transaction. In other words, payment receipt will be included in the Sales A/R process and payment to a vendor will be shown in the Purchasing A/P process.

Each unit is broken into topics, mainly for the purpose of e-learning but it allows you to skip or add topics if you teaching the course to end users or in a workshop context. There is a summary at the end of the topic with the key points for that subject area.

Exercises

Each topic has its own exercises, however, exercises are structured to build on each other within a unit so if you teach a topic without prior topics in the unit, be aware that you should test the exercises to ensure the needed data is created in advance of an exercise.

Please encourage participants to feel free to use either Exercise or Solution sheets when it is time to do exercises. It is NOT cheating to use Solutions.

For participants new to Business One, it is highly recommended that they use the solution sheets because the solutions contain step by step instructions.

Addition for Germany: please also refer to the file TB1000_96_Addition_for_Germany_ExSol.doc, located in the Instructor Materials folder.



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Course Schedule

Course Schedule: Note that this course runs very tightly to the schedule for the three days. Any added information will run the time over. Some information from previous course versions was deleted, so please be aware to add it back in will cause your timing to be off.

Day One 10:00 to 17:00

Approximate Duration

Content: Units and Topics Activities: Instructor and Participant

20 min Unit 0 - Course Overview

Prerequisites, Target Audience

Introductions

Goals & Objectives & Scenario

Instructor introduces self, agenda, etc. Asks participants to introduce themselves. Approximate duration 20 minutes.

15-25 min Unit 1 - Overview , Topic 1: Introduction to SAP B1

Lecture 15 minutes. Quickly introduce SAP Business One and the options available. Optionally demo the Partner Edge (10 min).No exercise

1 hour Unit 1, Topic 2: Getting Started Lecture plus demo 30 minutes. Exercise 30 minutes.

1 hour Unit 1, Topic 3: Master Data and Documents

Lecture and demo 35 minutes. Exercise 25 minutes.

15 minutes Unit 2 – Purchasing A/PTopic 1: Procurement Process

This is a quick high level look at the process, details covered in next topic. Lecture plus demo 10 minutes.Exercise 5 minutes.Demo/Exercise only A/P invoice.

55 minutes Unit 2, Topic 2 – Purchasing Items Lecture plus demo 25 minutesExercise 30 minutes. Demo/Exercise: Purchase Order to Incoming Payment. Optional exercise available.

50 minutes Unit 2, Topic 3: Purchase Requisitions and Purchase Quotations

Lecture & demo 30 minutes.Exercise 20 minutes.

30 minutes Unit 2, Topic 4: Purchasing Services Lecture and Demo 15 minutes.Exercise 15 minutes

30 minutes Unit 2, Topic 5: Issues with Goods Receipt

Lecture and demo 15 minutesExercise 15 minutes



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Day Two 9:00 to 17:00



15 minutes Review Previous Day

25 minutes Unit 2, Topic 6: Returns and A/P Credit Memos

Lecture and Demo 15 minutesExercise 10 minutes

15 minutes Unit 3- Sales - A/R, Topic 1: Sales Overview

This is a quick high level look at the process, details covered in next topic. Lecture plus demo 10 minutes.Exercise 5 minutes.Demo/Exercise only A/P invoice.

35 minutes Unit 3, Topic 2: Sales Order to Cash Lecture and Demo 20 minutesExercise 15 minutes

35 minutes Unit 3, Topic 3: Customers and Customer Groups


35 minutes Unit 3, Topic 4: CRM Lecture and Demo 15 minutes.Exercise 20 minutes

30 minutes Unit 3, Topic 5: Automating the Sales Process

Availability check, Document Generation Wizard.Lecture and Demo 20 minutesExercise 10 minutes

40 minutes Unit 3, Topic 6: Returns and Exchanges


25 minutes Unit 3, Topic 7: A/R Credit Memos Lecture and Demo 10 minutesExercise 15 minutes

25 minutes Unit 4 – Items, Topic 1: Item Master Data


35 minutes Unit 4, Topic 2: Item Groups Lecture and Demo 15 minutesExercise 20 minutes

35 minutes Unit 4, Topic 3: Units of Measure Lecture and Demo 15 minutesExercise 20 minutes



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Day Three 9:00 to 17:00



15 minutes Review of Day 2

50 minutes Unit 4, Topic 4: Valuation methods Lecture and demo 25 minutesExercise 25 minutes

50 minutes Unit 5 – Inventory, Topic 1: Warehouses


35 minutes Unit 5, Topic 2: Goods Movements Lecture and demo 20 minutesExercise 15 minutes

45 minutes Unit 5, Topic 3: Serial Numbers and Batches


30 minutes Unit 5, Topic 4: Physical inventory Lecture and demo 15 minutesExercise 15 minutes

25 minutes Unit 6 – Pricing, Topic 1: Pricing Concepts


35 minutes Unit 6, Topic 2: Managing Pricelists Lecture and demo 20 minutesExercise 15 minutes

25 minutes Unit 6, Topic 3: Period/Volume Discounts


35 minutes Unit 6, Topic 4: Discount Groups Lecture and demo 20 minutesExercise 15 minutes

20 minutes Unit 6, Topic 5: Special Prices for BPs


Additional notes:Some instructors group together the first two topics in pricing before doing the exercises in order to shorten the time.Similarly, many instructors group together the last 3 topics in pricing for speed and have the exercises at the end.



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Unit 0: Course Overview

20 minutes

Putting the Unit in Context

Introducing the course, instructor, course objectives etc.

Welcome the participants.

Introduce yourself and your background.

Introduce the facilities.

Course Overview

Target Audience

Course Prerequisites (There are no required prerequisites)

Course Goals

Course content

Introduction of the participants, their roles and expectations

20 min.



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Unit 1: Overview of SAP Business One

2 hours and 20 minutesTopic 1: 15-20 minutesTopic 2: 60 minutesTopic 3: 60 minutes

Contents of Unit:

Introducing SAP Business One

Getting Started

Master Data and Documents


This unit quickly introduces the participant to the options available for running an SAP Business One system and the advantages of ERP integration, then in topic 2 gets them started working in the system and in topic 3 introduces the concepts of master data and documents in a hands-on way.

Topic 1 – Introduction to SAP Business One

Hint: Keep this introduction short!Quickly introduce SAP Business One and the options available.

Topic length:

15-25 minutes totalLecture 15 minutes, Optional 10 minutes demo. No exercise

Use the slide notes as a basis for how much to say on each slide – keep the lecture moving here because the class is packed with material for 3 days.

Slide 5 – this slide is a build – so click to have the pieces fall into place.

Run through the different options available – don’t get bogged down in discussing the system set up for each.

Optional demonstration of Partner Edge (10 minutes)

Show documentation resource center, how to guides and education area.



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Topic 2 – Getting Started

This is the introduction to navigation and the cockpit. Take your time here to make sure participants are comfortable in the system.If you have the participants use their own laptops in the course, then you may need to spend a lot of time here making sure they can all log in successfully.

Topic length:

1 hourLecture plus demo 30 minutes. Exercise 30 minutes

Demo – use the exercise as the basis of the demo

Exercise:

Getting Started

20-30 min (with new users expect the time to be closer to 30 min)

Topic3 – Master Data and Documents

Introduces the basics of master data and documents.

Topic length:

1 hourLecture and demo 35 minutes. Exercise 25 minutes.

The slides contrast the different types of data in the system: master data, documents and configuration data.

Demo

Use the exercise as the basis for your demo.

Exercise:

Master Data and Documents

25 minutes



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Unit 2: Purchasing – A/P

3 hours and 25 minutes

Contents of Unit

Procurement Process

Purchasing Items

Purchase Requests and Purchase Quotations

Purchasing Services

Issues with Goods Receipt POs

Goods Returns and A/P Credit Memos


6 topics on purchasing in the unit covering the whole purchasing process

Topic 1 – Procurement Process

Hint: Keep this introduction short!

This is a quick high level look at the process, details covered in next topic. Introduce each document in the process with one sentence each, discuss the importance of the vendor and items, then talk about the effects in inventory and accounting of each document. Contrast the full process with how a small company can use just the A/P invoice in a streamlined purchasing process.

This allows the participants a quick look at the process and then a simple exercise with one document to illustrate a streamlined, expedited process.

Topic length:

15 minutesLecture plus demo 10 minutes.Exercise 5 minutes.

Slides 4-8 Purchasing Items: Process Overview

These slides are the same except for highlighting each document. This was done for e-learning so you may wish to hide slides 5-8 and just talk to slide 4.



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Important: Remember to just state a sentence about each document – there will be time to talk in detail on each in the next topic.

Slide 5 – Key Master Data in Purchasing – Vendor

Introduce the concept of vendor – a necessary piece of master data for all purchasing documents.

Slide 6 – Key Master Data in Purchasing – Item

Mention that the item master data describes items being purchased and mentioned briefly what data is contains that is relevant to purchasing.

Slides 11-12 Inventory and Accounting Effects/Streamlined Purchasing ProcessContrast the full purchasing process with a streamlined process. Key point to grasp is that the A/P invoice will do both the receipt of goods and enter the vendor’s invoice so that accounting will able to pay the vendor. The ability of an invoice to do goods receipt is a feature available in B1 because of our focus on the small business. It is not usually found in other ERP systems.

Demo- Streamlined Purchasing Process

Create an A/P invoice.

Exercise:

Streamlined Purchasing Process

5 minutes

Topic 2 – Purchasing ItemsThis topic follows the process from the purchase order through the outgoing payment. There can be documents before the PO such as requisition and quotes, but these are covered in the next topic.

Topic length:

Lecture plus demo 25 minutesExercise 30 minutes.

The notes are pretty self-explanatory for the topic and can be used as a basis for the lecture.



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Slides 11-12 – Copy to/Copy from - these slides build so you could just use the second slide to contrast the two options.

DemoCreate a PO, do two GRPOs using Copy to, then do an A/P invoice for both with Copy from. Then show the Relationship Map.

Exercise:

Demo/Exercise: Purchase Order to Incoming Payment. Optional exercise available which focuses on inventory and accounting effects. Only the faster participants should do the optional exercise.

30 minutes

Topic3 – Purchase Requisitions and Purchase Quotations

Topic length: Lecture & demo 30 minutes.Exercise 20 minutes.

Use the slides notes for preparation.

Demo

Use the exercise as the basis for your demo.If time allows, also good to demo online purchase quotations.

Exercise: Purchase Reqs and Purchase Quotations

20 minutes



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Topic 4 – Purchasing Services

Topic length:

Lecture and Demo 15 minutes.Exercise 15 minutes

Use the slide notes as basis for preparation for lecture.

Demo

Use the exercise as the basis for your demo. Be sure to mention the two options for services – using the toggle for Item/Service or setting up services as items. Have the participants discuss the advantages of each.

Exercise:

Purchasing Services

15 minutes

Topic 5 – Issues with Goods Receipt

Topic length:


Use the slide notes as basis for your lectures.

Exercise: Issues in Goods Receipt

15 minutes



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Topic 6 – Returns and A/P Credit Memos

Topic length:


Use the slide notes for preparation.

DemoCreate a credit memo for an A/P invoice.

Point out the difference of the credit on the invoice after saving the credit memo.

Exercise: Goods Returns & A/P Credit Memo

10 minutes



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Unit 3: Sales – A/R

Approximately 3 hours 35 minutes

Contents of Unit

The unit contains 7 topics covering the entire sales process:

Overview of the Sales Process

Sales Order to Cash

Customers and Customer Groups

Customer Relationship Management

Automating the Sales Process

Returns and Exchanges

A/R Credit Memos

Topic 1 - Sales Overview

Hint: Keep this introduction short!

This is a quick high level look at the process, details covered in next topic.

Topic length:

Lecture plus demo 10 minutes.Exercise 5 minutes.Demo/Exercise only A/R invoice.

Use the slides notes as preparation for this topic.

Demo - Streamlined Sales Process - A/R invoice

Create an invoice, look at stock before transaction and after, look at postings to see accounts used. Mention the profit being the difference between cost of goods sold and revenue. Show that you can see amount customer owes when click on link arrow for customer.

Use can use the exercise as basis for demo.



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Exercise:

Streamlined Sales Process – A/R invoice

5 minutes

Topic 2 – Sales Order to Cash

Topic length:


Use the slide notes as preparations for this topic.

Demo


Exercise:

Sales order to cash – sales process plus incoming payment

15 minutes

Topic3 – Customers and Customer Groups

Topic length:


Use the slide notes as preparation for this topic.

Demo – Customers and Customer groupsShow general settings defaults for business partners

Show customer groupsShow a customer master and go through the tabsTake an existing lead and convert it to a customer



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You don’t have to create a lead or customer because this is in the participants’ exercises with instructions – although you can if you like.

One thing you should avoid showing is that leads cannot be used on a delivery since the participants will try using one on a delivery and see that they most convert the lead first.

Exercise:

Customers and Customer GroupsParticipants create a customer group with assigned price list and review defaults. Then they create customers and leads and see how they are used on documents.

15 minutes

Topic 4 – CRM

Focus on activities and sales quotations.

Note: Although we show slides on sales opportunities, this will not be tested in the certification and this topic will be covered with other CRM topics in an advanced course.

Topic length:

Lecture and Demo 15 minutes.Exercise 20 minutes

Use the slide notes for preparation of this topic.

DemoUse the exercise as the basis for your demo and focus on activity creation, you do not need to create the sales quotation or sales order since participants should already know how to create these. You may wish to show how you can attach a document to an activity.

Advice for demo before exercise - participants may have an issue with accidentally removing activities from the calendar:

If someone clicks on calendar the system removes all activities. To get them back, choose Form Settings for the calendar and then put a checkmark in the checkboxes period view and group view for the user (Jayson Butler). The option to “remove” removes the checkmark and then activities are not shown – this is because the functionality allows you to see other people’s calendars and you may choose to view their activities or to remove them from your view. You may therefore wish to show the calendar’s Form Settings in your demo.



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Exercise:

Activities

20 minutes

Topic 5 – Automating the Sales Process

The focus is on things that make the sales process more efficient: availability checking, pick and pack and document generation wizard.

Topic length:


Note that Pick & Pack is covered in an advanced course, not in this course, and the topic will not be on the certification exam.

Use the slide notes for the basis of your lecture.

Slides 8-10 –Availability CheckThese slides build – so you can talk to the build using all three slides – or just skip the first 2 and go directly to the third slide.

DemoShow settings for Availability Check in Document Settings.Show how to set alternate items.Enter large qty. in sales order to show availability check and ATP report.Details on these three are in exercise.Optionally show document generation wizard (not in exercise).Optional quick look at Pick and Pack (not in exercise, will be covered in advanced course).

Some instructors choose to show more in the configuration area at this point. The configuration area is covered more in the case study for TB1200, but this is a good place to just mention the main areas for configuration: such as Company Details and Document Settings (since you go here on the Per Document tab for the Sales Order anyway to show the activation of the Availability Check.

Exercise:

Availability Check, Alternative Items and ATP report

10 minutes



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Topic 6 – Returns and Exchanges

Focus is on what to do if the customer is unhappy after the delivery.The next topic focuses on how to fix the situation after an invoice has been issued.

Because these two topics are related you can put them together if you like with the exercises to follow presentation of the second unit.

Topic length:


Use the slide notes as a basis for your lecture. This topic is fairly self-explanatory.

Some conversation may occur around the option of exchanges. Since we now have the option for redelivery, I suspect exchanges will be used more for scenarios of returning packaging rather than the example used in the course. The example of returning packaging for credit (such as bottles that held soda) may be a useful one for participants asking about how they might use the functionality.

Demo


Exercise:

Returns and Exchanges

20 minutes

Topic 7 – A/R Credit Memos

A/R credit memos and canceling documents.

Topic length:




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Use the slide notes as a basis for your lecture. This topic is fairly self-explanatory.

Demo


Exercise:

Credit Memos/Cancellation

15 minutes



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Unit 4: Items


Contents of Unit

Item Master

Item Groups

Units of Measure

Valuation Methods


The first topic discusses the contents of the item master.

The second is about creating item groups and understanding what defaults into newly created items and the advantages of item groups.

The new features for units of measure are introduced in the third topic.

Lastly, we see the three valuation methods in the fourth topic. The participants have seen how the moving average method works so far in their exercises, now they are introduced to the standard cost and FIFO methods.

Topic 1 – Item Master Data

Describe the contents of the item master.

Topic length:


Item MasterThere are 2 slides introducing the item master, the second discusses the option to make items inactive.

Structure of the Item MasterAvoid going too deeply into the details of the item during this slide. This slide is to point out that the item is composed of a header with general info on the item and tabs which contain more details on how the item is handled in the different business processes. More slides follow on the specific tabs.



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Item CategoriesGive examples of different items that might have these combos of item categories set and why. The slide gives a few examples.If anyone asks about fixed assets, you can tell them that this is now discussed in the TB1100 course where there is a topic on the new fixed assets functionality.

Purchasing and Sales tabsInventory Data and Stock levelsPlanning DataItem Properties

These slides allow you to go into more detail on the different tabs.

Demo


Exercise:

Items

5 – 10 minutes

Topic 2 – Item Groups

Run reports by item groups

Define an item group

Create item master records

Topic length:


Use the slide notes for the slides in this topic. It is fairly explanatory.

Demo – Item GroupsUse the exercise as the basis for your demo.



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Exercise: Item Groups

Create an item group, create items for that item group, view reports by item group and modify List of Items.

20 minutes

Topic3 – Units of Measure

Topic length:


Basic Units of Measure

UoM in the Item

Grouping UoM

UoM Groups

UoM in the Item Master

All these slides have good information in the notes that can be used to explain the slides and they are pretty self-explanatory.

UoM Types:

The key points are pretty clear on the slide, but there may be a question about the fact that the Inventory UoM code cannot be changed once transactions were made for this item. This is true when using any group except Manual.

Note that the UoM Code field does not appear if the Manual UoM group is assigned. In those cases only the UoM Name field will appear and this field can be changed when using the Manual UoM group. When using the other assigned UoM groups, the UoM Name field will gray out since it is showing the name of the UoM code that is assigned.

UoMs in DocumentsThe previous slide talked about the assigned defaults for Inventory, Sales and Purchasing in the Item Master. This talks about how they are used in documents.

Remember to stress that each document type will default to the unit of measure defined for that type of transaction: a sales UoM or purchasing UoM. The units can be changed in the document. However, regardless of the UoM in the document, inventory postings are made in the inventory UoM. Sales UoMs or Purchasing UoMs will be converted into the inventory UoM for the postings.



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Demo – Units of Measure


Exercise:

Units of Measure

20 minutes

Topic 4 – Valuation methods

Topic length:


<Slide Title>

Slides 8-12 (Inventory Valuation Method)In an instructor led class you may wish to hide (or move quickly) through slides 9-12. Slide 8 introduces the 3 methods and the following three slides highlight each method and go into more detail. However since 13-15 give even better examples, you should probably just skip 9-12 here by hiding them.

Slides 13-15Moving Average Example

FIFO ExampleStandard Cost Example

These 3 slides give good examples of the use of each method in purchasing, inventory and sales. It is worth spending time on these 3 examples to make sure participants understand each method.

Slides 16-17Stock Movement with Standard Price

The second slide builds on the first to explain how variances are handled when a good receipt is created for an amount that does not equal the standard cost set for the item.

Inventory Audit Report

A useful tool for comparing accounting and logistic views.



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Non-Perpetual Inventory

All the examples in the class are built on perpetual inventory, but in many localizations, non-perpetual is more common and therefore it is the default in some localizations (as listed on the slide notes).

DemoUse the exercise as the basis for your demo.

Exercise:

Inventory Valuation

25 minutes



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Unit 5: Inventory


Contents of Unit


<Unit Objectives>

Topic 1 - Warehouses

Set up warehouses

Discuss the option for bin locations in the WH – view the bin locations set up in the demo databaseDescribe the drop shipment process

Topic length:


Drop Ship Process

Although not all countries do much drop shipping, it is a useful process that participants should be aware of.

9.0 note: This slide points out the new checkbox for managing serial numbers and batches in drop ship warehouses. Note that the checkbox only appears after you choose Drop Ship for the warehouse.

DemoUse the exercise as the basis for your demo.

Exercise:

Warehouses

25 minutes



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Topic 2 – Goods Movements

Topic length:


Warehouse Management Overview

Multiple slides exist for e-learning highlights. You can just talk to the first slide (slide 4) and hide 5-7 if you like or you can use the highlights to talk about each of the three main documents we look at in this section: Goods Receipts, Inventory Transfer, and Goods Issue.We won’t be going into the others on the slide in this topic.

Goods Receipt/Goods IssueThis slide points out how the two documents are quite similar in structure. Both require the WH. If you don’t specify, the default WH is used. No BP is used.

Inventory Posting

Transferring Stock

Customer Consignment

Inventory Transfer Request

Bin Locations

Point out if a WH uses bin locations then it’s required on the inventory documents. They will use a bin location in the exercise.

Demo




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Exercise:

Goods Movements

15 minutes

Topic3 – Serial Numbers and Batches

Explain the reasons to use SNs and batchesCreate and use both batches and SNs

Topic length:


Slide 4/5 Serial Numbers and Batches

Pick some items in the classroom and ask the participants which items are good candidates for serial numbers or batch management and why. Prime criteria for serial numbers are whether the item is a high value item that needs to be tracked for security or repair reasons. Prime criteria for batch management is an item that has qualities in common that need to be the same when sold (PH balance, paint shades), expiration dates (such as with food or other perishable goods) and a need to be tracked for quality reasons (such as for pharmaceutical products). Ask them to give examples that might fit those reasons. One good example is tracking expiration dates for a batch, especially for food items.

Mention that serial numbers are used not only in inventory but also as a way to track history on a customer’s purchased items. You can set up a serialized item to create a customer equipment record as it is delivered so that you can track the service history for that object. This is often done in a context where the item is under a warranty contract.

Slides 6-8: 3 slides on management methods

First slide shows both and next two slides highlight each method

Two options for setting when serial numbering or batch management must occur: on every (goods movement) transaction or on (goods movements) with release only.

Slides 9 and 10: 2 slides on optional allocation

The first slide builds to the second. You could just talk to the second or use the first to talk about the allocation on the sales order and the second to discuss what happens when you get to delivery. The notes discuss the process.



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Demo

Use the exercise on batches as the basis for your demo.

Although there are two slides for a demo on each, you may wish to just demo batches since the processes are very similar but batches have a bit more complexity.

Show the Inventory tab in General Settings.Show settings on item, note the new field for batch, but don’t go into details.Show the GRPO to receive a batch and/or SN item, save and then show the document again. You can right-click to see the batch or SN transaction report. Can see the outgoing and incoming by choosing Display All Transactions for Selected No.

Exercise:

Serial Numbers and Batches

25 minutes

Topic 4 – Physical inventory

Describe the process for physical inventory

Topic length:


Slides 4-7 - Inventory Counting Process

These slides build so you could just go directly to the third slide. First slide introduces the concept of physical inventory, second slide is about setting up cycle counts: set up inventory cycles, set up cycle count determination, then go into inventory cycle count definition to set up alerts, and the third slide talks about the actual counting: freezing the items, printing the count sheet, counting, entering results and then posting any quantity differences.

Multiple Stock TakersNew option. Discuss the advantages of 2 people counting the same area then comparing results.

ReportingMention available reports.



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DemoShow how to set up inventory cycle, cycle count determination setup, item master that belongs to item group. Show that you can add the cycle code to the item master via Form Settings.Note: remember to set the alert to come up quickly so you can show how the alert appears.

If participants ask about import, yes there is the possibility to use the Import from Excel for the stock count. On the Stock Counting document you will see the Add Items button – Import Items. It brings up the Import from Excel.

Exercise:

Physical inventory

15 minutes



SAP Contacts

Unit 6: Pricing


Contents of Unit

Topics included:

Pricing Concepts

Managing Price Lists

Period/Volume Discounts

Discount Groups

Special Prices for Business Partners


Unit Tips:

Because this unit is at the end of the course, some instructors teach topics together before having the participants do the exercises. The logical groupings are to teach topics 1 and 2 together (Pricing Concepts and Pricelists) and to teach topics 3-5 together (Period/Volume Discounts, Discount Groups and BP Special Prices)

Topic 1 - Pricing Concepts

Topic length:


Slides: Pricing in SAP Business One

There are multiple slides for the e-learning so you may wish to either go through them all quickly or just hide 5-8 and show only slide 9.

The key point is that there are 4 types of prices. You need to quickly describe the types and then point out that the system looks for the most specific price first. This makes sense of you think about the fact that every price will have a price list price so we don’t need to look for it, until we’ve exhausted the other types of prices.



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Price ListsThis slide transitions to talking about how price lists are the basic type of price. Don't go deep here because we have a topic devoted to price lists.

The key point is to make is that price lists are there will be multiple price lists. the transition to talking about how all items are linked to all price lists which is the key point of the next slide.

Item PricesEvery item linked to every price list. Though you can set an indicator to remove items without prices from price lists.Point out that you can see the price lists in the item master, and that although it is possible it is not generally advisable to maintain prices here.

Price List Concept3 slides quickly build up the relationship between BPs, price lists, items and documents.We’ve already seen the connection of price lists to items.Now we see that each BP is assigned a price list in the BP master.Then the next slide shows the price list defaulting into the document.And the last shows that the item has a price list price that defaults into the sales document.

Slides: Price Determination in SAP Business OneThese slides recap how pricing is done by the system. In instructor led training, I recommend you hide the first three (slides 16-18) and just talk to the final slide (#18). Since this is a recap of earlier slides, you do not need to spend much time here. The multiple slides are really only here for movement during e-learning narration.

Price Source in DocumentsRemind them that there are not only price list prices but also the discounts for period and volume, from discount groups and special prices for BPs so it’s useful to be able to see the source of the price in the document. The notes have info on all the values the field can have. The graphic also shows the need to add this field in Form Settings.

Demo

Show how to override the price list in the order.Show different types of pricing, such as period and volume, BP price etc, and show the price source. If you can set up a customer and some products that have different types of pricing in advance that is helpful to show the participants how all the types of prices show their price source.Also good to mention the differences in color that appear in the order with special prices



SAP Contacts

Exercise:

Pricing concepts

10 minutes

Topic 2 – Managing Pricelists

Topic length:


Price list conceptRecaps what they learned in prior topic – could skip in ILT – it is needed in e-learning since they may not have view the prior topic. You could use it in e-learning as a way for participants to tell you what they learned in the prior topic.

Slides 7-8 automatic or manual updatesThese three slides build on each other – you can either move through the process quickly or hide the first two slides and talk to the third.

Demo


Note: Show how you can double-click on an item in the price list to see prices for multiple units of measure – one good item for this is R00001.

Exercise:

Price lists

15 minutes

Topic3 – Period/Volume Discounts



SAP Contacts

Topic length:


Slide 4 - Discounts for Time and Quality

Introduces period and volume discounts – basically that they allow you to set a discount for a time period and within the time period allow you to set a discount based on quantity purchased. The slide sets this type of discount within the pricing hierarchy – this price supersedes a basic price but not discount groups or BP specific pricing. (Of course there is BP specific period and volume discounts – this comes in the last topic of pricing).

Slide 5 - Seasonal Sales Example

This is a nice example of how you could use period and volume discounts.

Slides 6 -11 show how to set up period and volume discounts

New users are often confused about how to get to each window – stress the need to double-click to get from validity periods to quantity/scale. A new feature is using units in defining the volume.The last slide discusses how to copy discounts – this is often confusing to new users.

Demo

Use the exercise as the basis for your demo. Definitely demo the exercise as new users often have trouble with the user interface on how to navigate between windows and how to copy the discounts.

Exercise:

Period and Volume Discounts

10 minutes

Topic 4 – Discount Groups

This is a very important area in pricing because it has been expanded to include free goods and can be set up for all BPs, specific BPs or BP groups.

Topic length:




SAP Contacts

Slide 4 – Discount Basis

Discount groups can now be assigned not only to individual business partners but also to BP groups and also set to be for all business partners. As before, they can be based on items, item properties, item groups and item manufacturers. Discounts can be set to a percentage or be based on quantity purchased. The quantity discount (such as buy 3 get 1 free is still calculated as a percentage – a later slide explains how).

Slides 5-10 show how to set up a discount groupSlides 11-14 specifically discuss how to set up and use the option for free goods (buy a quantity, get a quantity free).

Slide 13 is very useful for understanding how the free goods are calculated.

Slide 15 – Free Goods or Percentage This slide makes the point that you must choose one method or the other on each tab inside the discount group. For example, you cannot choose a buy 3, get 1 free for one item while setting another item to a 10% discount within the same discount group. This can be demonstrated by showing the screen layout for a given tab – once you choose one method – the screen changes.

Answer to possible student question - There is a limitation in using free goods: you can’t set units when using free goods. So you can’t distinguish between buying 3 kilos versus liters – if this is an issue and they want to use free goods – then they should use separate item numbers for different units.

Price Determination Recaps the process - focus how the system checks for discount groups for individual BPs, then groups, then all BPs.

Validity Settings You can set discount groups inactive or set a date range.

Slides 18-20 discuss exclusions

Because you set the discount groups broadly, you can exclude things within the groups you select. For example, you set a BP or item to be excluded from any discount groups. Might be due to special agreements with that BP like contracts or perhaps you want to exclude an item that is seasonal or is already priced very low. Slide 18 discusses concept, 19 and 20 show screenshots of how it is done.

Multiple Discounts Slide introduces the possibility of multiple discounts applying – next slide discusses settings for it.



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Effective Discount Rule Here are the rules:

Lowest Discount - The lowest available discount is taken (This is the default).

Highest Discount - The highest available discount is taken.

Average - The average of all available discounts is taken.

Total - The sum of all available discounts is taken

Multiplied - The system multiplies all available discounts and uses the result as the discount.

BP groups have a setting for this and it will default into BP, but you have choice to set a different one. Obviously this is unimportant if you set the BP to be excluded from all discount groups.

Advantages of Discount Groups If you set up discount groups to apply to BP groups, all BPs or item groups, properties or manufacturers, new records for BPs or items with those characteristics are automatically added to the discount group. Also there are the cool features of free goods pricing and the ability to include/exclude BPs and items. Oh, and there is always reporting.

Demo


Exercise:

Discount Groups

15 minutes

Topic 5 – Special Prices for BPs

Topic length:


Slides 4-6 Special Prices for BPs

These three slides build so you could hide 4 and 5 and just talk to slide 6.



SAP Contacts

Slide 7 – Pricing in B1This slide recaps the pricing procedure. They probably know this by now, but good to know.

Copying Special PricesStress that there are time-saving options available by copying pricing.

Update Special Prices GloballyShow the options on each tab.

Demo


Exercise:

Special Prices for BPs

10 minutes
