Sales - Solutions
1-1
Unit:
Sales-A/R
Topic:
Sales Process
Create a quotation. Choose Sales-A/R  Sales Quotation.
1-1-1 Enter the following information:
Field Name or Data Type
Values
Customer
C42000
Items
C00008
C00009
C00010
C00011
Quantity
5 of each
1-1-2 The customer would like to order item C00010 in red. Add the relevant
information to the item text .
If the field free text does not appear in the rows, use form settings to add
the field.
Choose Form Settings from the tool bar.
On the Table Format tab, select the Visible and Active checkboxes for Free
Text.
1-1-3 Enter a discount of 8% for one of the items.
Enter a discount for one of the items:
Field Name or Data Type
Values
Discount %
8
1-1-4 Enter a discount of 5% for the entire document:
Field Name or Data Type
Values
In front of the %Discount field
5
Choose Add.
1-2
You would like to use the same quotation for a different customer. Copy the
quotation.
1-2-1 How do you copy this quotation?
Choose Sales-A/R  Sales Quotation, then Data Last Data Record or
the respective button in the tool bar, or choose Sales  Sales Reports 
Open Items List and display the open quotations. Open the most recent
quotation by choosing the arrow in the Doc No. field. Then choose Data 
Duplicate or right mouse-click  Duplicate.
1-2-2 Is all the data copied?
Choose a different customer (such as C20000) and then press Tab. The
message “Update document rows according to new BP's data?” appears.
If you choose Yes, the system adjusts the row data for the current business
partner. If you choose No, it copies the document row data in full.
1-3
Create an order for your customer.
1-3-1 Choose Sales-A/R  Sales Order.
Field Name or Data Type
Values
Customer
C42000
Choose the Copy from button and then choose Sales Quotation
Select the quotation and copy all the items by selecting Choose. Accept
the choices in the Draw Document Wizard by choosing Finish.
Set the delivery date for the order to the current date.
Do not save the order yet.
1-3-2 Two of the items need to be ordered from a vendor, C00008 and C00010.
Choose the Logistics tab and set the Purchase Orders indicator.
1-3-3 Choose Add . In the Purchase Order Confirmation window, select the
items C00008 and C00010 and choose the button >> icon.
Choose Add.
1-3-4 Call up the quotation you referenced from the order. Can you still change
the data?
Open the last sales order.
Choose Goto  Base Document.
You cannot change the data in the quotation any more.
1-4
You want to pick and deliver now the ordered items C00009 and C00011.
1-4-1 Release these items to the pick list.
Choose Inventory  Pick and Pack  Pick Pack Manager.
Field Name or Data Type
Values
Status
Open
Choose OK to run the report.
See in the column Avail. to Release, if you have enough of the items
available.
Select the lines for the two items (C00009 and C00011)of your sales order.
and choose Release to Pick List.
Choose Add.
1-4-2 Select the pick list you created and enter the picked quantities. You did not
find the full quantity of item C00009 in the warehouse, therefore you pick
only three pieces for that item. Pick the full quantity for the other item.
Choose Inventory  Pick and Pack  Pick Pack Manager.
Field Name or Data Type
Values
Status
Released
Select the orange arrow link of the last Pick No., that you have just created
in the previous exercise.
Enter the picked quantities in the column Picked.
Field Name or Data Type
Values
for Item C00009:
Qty:3
for Item C00011:
Qty:5
Choose Update and OK.
1-4-3 Create a delivery for your sales order directly from the pick and pack
manager.
Choose Inventory  Pick and Pack  Pick Pack Manager.
Field Name or Data Type
Values
Status
Picked
Select the lines of the last two pick lists and choose Deliver.
The delivery contains only the picked items and quantities. Add the
delivery. Choose Yes.
1-4-4 Post the customer invoice for the delivery.
Choose Sales-A/R  A/R Invoice.
Field Name or Data Type
Values
Customer
C42000
Choose Copy from  Deliveries.
Choose the delivery and copy all data.
Choose Add.
1-5
Some of your customers purchase their goods directly from the warehouse and
pay immediately.
1-5-1 Call up the relevant transaction. Which customer displays by default, and
where is this defined?
Choose Sales-A/R  A/R Invoice + Payment.
The system automatically proposes the customer C9999 (Default Customer
for A/R Invoice + Payment).
This customer is defined under Administration  Setup  Financials 
G/L Account Determination.
Choose the Sales tab.
See the field Default Customer for A/R Invoice and Payment.
Using the default values in the user parameters, you can also assign a
separate customer master record to each user for the A/R Invoice +
Payment transaction. Choose Administration  Setup  General 
Users
Choose the dropdown in the Defaults field.
To add a default, you would choose New.
1-5-2 Add an item (for example A00003) and choose Add to save the document.
What does the system prompt you to enter?
Enter the item. Choose Add.
You have to enter the customer's payment means to save this transaction.
1-5-3 What payment options are available?
The options available are Check, Bank Transfer, Credit Card and Cash.
Availability Check-Solutions
Unit: Sales-A/R
Topic: Item Availability Check
2-1
How does the automatic availability check work?
2-1-1 How can you activate the automatic availability check for sales orders?
You activate the automatic availability check for sales orders in
Administration  System Initialization  Document Settings.
2-1-2 Make sure that the automatic availability check for sales orders is activated
in your SAP Business One training system.
Choose Administration  System Initialization  Document Settings.
Choose the Document Sales Order and make sure that the checkbox for
Activate Automatic Availability Check has been chosen.
2-1-3 Could you also work in SAP Business One with an automatic availability
check for sales quotations?
No. In SAP Business One you can only work with an automatic availability
check for sales orders.
2-2
You have two new items. Create the item master records and enter the quantities
which are already available.
2-2-1 Create the item master record.
Choose Inventory  Item Master Data
Make sure you are in Add mode.
Field Name or Data Type
Values
Item Number
A2010
Description
Fast Sheet Fed Scanner
Item Group
Scanners
Price List (Base Price)
200
Choose Add.
2-2-2 You have 5 of the item in stock. Post the goods receipt with the following
information.
Choose Inventory  Inventory Transactions  Goods Receipt
Field Name or Data Type
Values
Item Number
A2010
Quantity
5
Price
200
Choose Add.
2-2-3 Create the second item master record.
Choose Inventory  Item Master Data
Field Name or Data Type
Values
Item Number
A2020
Description
USB Interface Ultra Scanner
Item Group
Scanners
Price
150 Pounds
Choose Add.
2-2-4 Post the goods receipt.
Choose Purchasing  Goods Receipt PO
Field Name or Data Type
Values
Vendor
S1000
Item Number
A2020
Quantity
20
Price
150
Choose Add.
2-3
You want to sell the USB Interface Ultra Scanner as an alternative item to the fast
sheet fed scanner.
2-3-1 Define the item A2020 as the alternative item of item A2010.
Choose Inventory Item Management  Alternative Items
Field Name or Data Type
Values
Item Number
A2010
Item Number
A2020
Remarks
Alternative scanner
Choose Add and then OK..
2-4
Your customer orders scanners.
2-4-1 Create the sales order.
Choose Sales - A/R  Sales Order
Field Name or Data Type
Values
Customer
C20000
Item Number
A2010
Quantity
7
The Item Availability Check window comes up automatically.
2-4-2 Choose Display Quantities in Other Warehouses from the Availability
Check window. There is nothing in other warehouses of item A2010
available, so choose Cancel.
2-4-3 Choose Display Alternative Items from the Availability Check window.
There are 20 pieces of the alternative item A2020 available. Choose
Cancel to close this window.
2-4-4 Choose Change To Available Quantity from the Availability Check
window.
Add the other item to the sales order:
Field Name or Data Type
Values
Item Number
A2020
Quantity
2
Delivery Date
Today’s date
Choose Add.
Sales - Solutions
3-1
Unit:
Sales-A/R
Topic:
Drop Ship
Choose Business Partners  Business Partner Master Data .
Change to Add mode.
Field Name or Data Type
Values
Code
C2003
BP Type
Customer
Name
Fitness Forum
Group
End Customers
Currency
<Your local currency>
Choose the Addresses tab page.
To enter the bill-to address, choose Define New under Bill To.
Field Name or Data Type
Values
Name
Fitness Forum
Street / P.O. Box
<Any>
City
<Any>
Zip Code
<Any>
Country
<Domestic>
To enter the ship-to address, choose Define New under Ship To.
Field Name or Data Type
Values
Name
Fitness Forum
Street / P.O. Box
<Any>
City
<Any>
Zip Code
<Any>
Country
<Domestic>
Choose Add to save the data record.
3-2
3-2-1 Create an order for this customer with the three items listed below. One
should be delivered directly from the vendor.
Choose Sales-A/R  Sales Order.
Field Name or Data Type
Values
Customer
C2003
Item
C00001
Quantity
3
Item
C00002
Quantity
4
Item
C00003
Quantity
5
Delivery Date
Today’s date
3-2-2 Assign the drop ship warehouse (03) to the row with item C00001.
If the warehouse field is not visible, use the Form Settings icon to add the
Whse column.
Add the order.
(If the Item Availability Check window appears, choose Continue.)
The system now lets you create a purchase order for item C00001 by
transferring the item from the left to the right side in the Purchase
Confirmation window. Add the purchase order.
3-2-3 Open the sales order you just created. By using Form Settings, add the
column Target Doc to the table. From here, navigate to the associated
purchase order, and pay attention to the ship-to address. Which address
displays?
It is the customer’s ship-to address.
3-2-4 Your vendor V1010 has delivered the material directly to your
customer and sends the invoice to you. Enter the A/P invoice referring to
the purchase order. Do any stock postings take place?
Choose Purchasing-A/P  A/P Invoice
Choose Vendor V1010
Copy from  Purchase Order
Choose your purchase order from the list. Enter today’s date as the posting
date and choose Add.
To navigate to the corresponding journal entry:
in A/P Invoice go to the Accounting tab page, and select the orange arrow
beside Journal Remark. There is no stock account involved.
The answer can be checked with:
Inventory  Inventory Reports  Inventory Posting List:
The Drop Ship Warehouse is not selectable in the By Warehouse tab.
3-2-5 On your part, you deliver the other materials to the customer and attach the
invoice for the entire sales order. Create the A/R invoice referring to the
sales order. Do any stock postings for the drop ship item take place?
Choose Sales-A/R  Delivery.
Choose Customer C2003
Copy from  Sales Order
Add the delivery.
Choose Sales-A/R  A/R Invoice.
Choose Customer C2003
Copy from  Delivery
Add the invoice. View the journal entry from the A/R invoice’s
Accounting tab
No stock postings for the drop ship item take place.