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SAP Business

One
Release 9.0
Author:
Kathryn Duval

TB1000 SAP Business One Logistics


Collection 96
Instructor Guide

February 12,
2014
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..............................................................................................................3
Walldorf............................................................................................................................... 3
Subsidiaries........................................................................................................................ 3

SAP AG

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


Course Details.............................................................................................................3
Duration.............................................................................................................................. 3
Course Materials and other Materials..................................................................................3
Country-Specific Units.........................................................................................................3

Course Instructor Profiles.........................................................................................3


Level of Knowledge Required.............................................................................................3
Courses Recommended as Preparation.............................................................................3
Online Help Recommended as Preparation........................................................................3
Hints on Preparing This Course..........................................................................................3

Training System..........................................................................................................3
Data 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.........................................................................................................3
Course Schedule:............................................................................................................... 3
Day One.............................................................................................................................. 3

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

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SAP Contacts
Walldorf
Subsidiaries

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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.

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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
Participants 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 Units
There 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
localizations 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

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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 documents
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

Instructor introduces self, agenda, etc. Asks


participants to introduce themselves.
Approximate duration 20 minutes.

Prerequisites, Target
Audience

Introductions

Goals & Objectives &


Scenario

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/P


Topic 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 minutes


Exercise 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 minutes


Exercise 15 minutes

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Day Two 9:00 to 17:00


Approximate
Duration

Content: Units and Topics

15 minutes

Review Previous Day

25 minutes

Unit 2, Topic 6: Returns and A/P


Credit Memos

Lecture and Demo 15 minutes


Exercise 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 minutes


Exercise 15 minutes

35 minutes

Unit 3, Topic 3: Customers and


Customer Groups

Lecture and Demo 20 minutes


Exercise 15 minutes

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 minutes
Exercise 10 minutes

40 minutes

Unit 3, Topic 6: Returns and


Exchanges

Lecture and Demo 20 minutes


Exercise 20 minutes

25 minutes

Unit 3, Topic 7: A/R Credit Memos

Lecture and Demo 10 minutes


Exercise 15 minutes

25 minutes

Unit 4 Items, Topic 1: Item Master


Data

Lecture and Demo 20 minutes


Exercise 5 minutes

35 minutes

Unit 4, Topic 2: Item Groups

Lecture and Demo 15 minutes


Exercise 20 minutes

35 minutes

Unit 4, Topic 3: Units of Measure

Lecture and Demo 15 minutes


Exercise 20 minutes

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Activities: Instructor and Participant

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Day Three 9:00 to 17:00


Approximate
Duration

Content: Units and Topics

Activities: Instructor and Participant

15 minutes

Review of Day 2

50 minutes

Unit 4, Topic 4: Valuation methods

Lecture and demo 25 minutes


Exercise 25 minutes

50 minutes

Unit 5 Inventory, Topic 1:


Warehouses

Lecture and demo 25 minutes


Exercise 25 minutes

35 minutes

Unit 5, Topic 2: Goods Movements

Lecture and demo 20 minutes


Exercise 15 minutes

45 minutes

Unit 5, Topic 3: Serial Numbers and


Batches

Lecture and demo 20 minutes


Exercise 25 minutes

30 minutes

Unit 5, Topic 4: Physical inventory

Lecture and demo 15 minutes


Exercise 15 minutes

25 minutes

Unit 6 Pricing, Topic 1: Pricing


Concepts

Lecture and demo 15 minutes


Exercise 10 minutes

35 minutes

Unit 6, Topic 2: Managing Pricelists

Lecture and demo 20 minutes


Exercise 15 minutes

25 minutes

Unit 6, Topic 3: Period/Volume


Discounts

Lecture and demo 15 minutes


Exercise 10 minutes

35 minutes

Unit 6, Topic 4: Discount Groups

Lecture and demo 20 minutes


Exercise 15 minutes

20 minutes

Unit 6, Topic 5: Special Prices for


BPs

Lecture and demo 10 minutes


Exercise 10 minutes

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 minutes
Topic 1: 15-20 minutes
Topic 2: 60 minutes
Topic 3: 60 minutes

Contents of Unit:
Introducing SAP Business One
Getting Started
Master Data and Documents
Putting the Unit in Context
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 total
Lecture 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 dont get bogged down in discussing
the system set up for each.

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B1

Optional demonstration of Partner Edge


(10 minutes)
Show documentation resource center, how to guides and education area.

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 hour
Lecture plus demo 30 minutes.
Exercise 30 minutes

B1

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 hour
Lecture and demo 35 minutes.
Exercise 25 minutes.
The slides contrast the different types of data in the system: master data, documents
and configuration data.

B1

Demo
Use the exercise as the basis for your demo.

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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

Putting the Unit in Context

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 minutes
Lecture plus demo 10 minutes.
Exercise 5 minutes.

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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.
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 Process
Contrast 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 vendors
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.

B1

Demo- Streamlined Purchasing Process


Create an A/P invoice.
Exercise:
Streamlined Purchasing Process
5 minutes

Topic 2 Purchasing Items


This 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 minutes
Exercise 30 minutes.

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

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

B1

Demo
Create 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.

B1

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

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Exercise:
Purchase Reqs and Purchase Quotations
20 minutes

Topic 4 Purchasing Services

Topic length:
Lecture and Demo 15 minutes.
Exercise 15 minutes

Use the slide notes as basis for preparation for lecture.

B1

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:
Lecture and demo 15 minutes
Exercise 15 minutes

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Use the slide notes as basis for your lectures.

Exercise: Issues in Goods Receipt


15 minutes

Topic 6 Returns and A/P Credit Memos

Topic length:
Lecture and Demo 15 minutes
Exercise 10 minutes

Use the slide notes for preparation.

B1

Demo
Create 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.

B1

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:
Lecture and Demo 20 minutes
Exercise 15 minutes

Use the slide notes as preparations for this topic.

B1

Demo
Use the exercise as the basis for your demo.

Exercise:
Sales order to cash sales process plus incoming payment
15 minutes

Topic3 Customers and Customer Groups

Topic length:
Lecture and Demo 20 minutes
Exercise 15 minutes

Use the slide notes as preparation for this topic.

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B1

Demo Customers and Customer groups


Show general settings defaults for business partners
Show customer groups
Show a customer master and go through the tabs
Take an existing lead and convert it to a customer
You dont 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 Groups
Participants 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.

B1

Demo
Use 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

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removes the checkmark and then activities are not shown this is because the
functionality allows you to see other peoples calendars and you may choose to view
their activities or to remove them from your view. You may therefore wish to show
the calendars Form Settings in your demo.
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:
Lecture and Demo 20 minutes
Exercise 10 minutes
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 Check


These 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.

B1

Demo
Show 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.

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Exercise:
Availability Check, Alternative Items and ATP report
10 minutes

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:
Lecture and Demo 20 minutes
Exercise 20 minutes

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.

B1

Demo
Use the exercise as the basis for your demo.

Exercise:
Returns and Exchanges
20 minutes

Topic 7 A/R Credit Memos

A/R credit memos and canceling documents.

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Topic length:
Lecture and Demo 10 minutes
Exercise 15 minutes

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

B1

Demo
Use the exercise as the basis for your demo.
Exercise:
Credit Memos/Cancellation
15 minutes

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Unit 4: Items
2 hours and 25 minutes

Contents of Unit
Item Master

Item Groups

Units of Measure

Valuation Methods

Putting the Unit in Context

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:
Lecture and Demo 20 minutes
Exercise 5 minutes
Item Master
There are 2 slides introducing the item master, the second discusses the option to
make items inactive.
Structure of the Item Master
Avoid 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 Categories
Give 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 tabs
Inventory Data and Stock levels
Planning Data
Item Properties
These slides allow you to go into more detail on the different tabs.

B1

Demo
Use the exercise as the basis for your 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:
Lecture and Demo 15 minutes
Exercise 20 minutes

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

B1

Demo Item Groups


Use 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:
Lecture and Demo 15 minutes
Exercise 20 minutes
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 Documents
The 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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B1

Demo Units of Measure


Use the exercise as the basis for your demo.

Exercise:
Units of Measure
20 minutes

Topic 4 Valuation methods

Topic length:
Lecture and demo 25 minutes
Exercise 25 minutes

<Slide Title>
Slides 8-12 (Inventory Valuation Method)
In an instructor led class you may wish to hide (or move quickly) through slides 912. 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 13-15
Moving Average Example
FIFO Example
Standard 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 16-17
Stock 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).

B1

Demo
Use the exercise as the basis for your demo.

Exercise:
Inventory Valuation
25 minutes

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Unit 5: Inventory
2 hours and 40 minutes

Contents of Unit
Putting the Unit in Context

<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 database
Describe the drop shipment process
Topic length:
Lecture and demo 25 minutes
Exercise 25 minutes
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.

B1

Demo
Use the exercise as the basis for your demo.

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Exercise:
Warehouses
25 minutes

Topic 2 Goods Movements

Topic length:
Lecture and demo 20 minutes
Exercise 15 minutes
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 wont be going into the others on the slide in this topic.
Goods Receipt/Goods Issue
This slide points out how the two documents are quite similar in structure. Both
require the WH. If you dont 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 its required on the inventory documents.
They will use a bin location in the exercise.

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B1

Demo
Use the exercise as the basis for your demo.

Exercise:
Goods Movements
15 minutes

Topic3 Serial Numbers and Batches

Explain the reasons to use SNs and batches


Create and use both batches and SNs
Topic length:
Lecture and demo 20 minutes
Exercise 25 minutes

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 customers 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.
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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.

B1

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 dont 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:
Lecture and demo 15 minutes
Exercise 15 minutes

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 Takers
New option. Discuss the advantages of 2 people counting the same area then
comparing results.

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Reporting
Mention available reports.

B1

Demo
Show 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

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Unit 6: Pricing
2 hours and 20 minutes

Contents of Unit
Topics included:

Pricing Concepts

Managing Price Lists

Period/Volume Discounts

Discount Groups

Special Prices for Business Partners

Putting the Unit in Context

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:
Lecture and demo 15 minutes
Exercise 10 minutes

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 dont need to look for it, until weve exhausted the other types of prices.

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Price Lists
This 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 Prices
Every 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 Concept


3 slides quickly build up the relationship between BPs, price lists, items and
documents.
Weve 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 One


These 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 Documents
Remind 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 its 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.

B1

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

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prices
Exercise:
Pricing concepts
10 minutes

Topic 2 Managing Pricelists

Topic length:
Lecture and demo 20 minutes
Exercise 15 minutes

Price list concept


Recaps what they learned in prior topic could skip in ILT it is needed in elearning since they may not have view the prior topic. You could use it in elearning as a way for participants to tell you what they learned in the prior topic.

Slides 7-8 automatic or manual updates


These 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.

B1

Demo
Use the exercise as the basis for your 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

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Topic3 Period/Volume Discounts

Topic length:
Lecture and demo 15 minutes
Exercise 10 minutes
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.

B1

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.

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Topic length:
Lecture and demo 20 minutes
Exercise 15 minutes

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 group
Slides 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
cant set units when using free goods. So you cant 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.

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

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.

B1

Demo
Use the exercise as the basis for your demo.

Exercise:
Discount Groups
15 minutes

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Topic 5 Special Prices for BPs

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Topic length:
Lecture and demo 10 minutes
Exercise 10 minutes

Slides 4-6 Special Prices for BPs


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

Slide 7 Pricing in B1
This slide recaps the pricing procedure. They probably know this by now, but good
to know.

Copying Special Prices


Stress that there are time-saving options available by copying pricing.

Update Special Prices Globally


Show the options on each tab.

B1

Demo
Use the exercise as the basis for your demo.

Exercise:
Special Prices for BPs
10 minutes

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