Sales - Exercises

Unit: Sales A/R

Topic:

CRM

At the conclusion of this exercise, you will be able to:

Create, edit and duplicate activities
Manage recurring activities
Create a sales quotation
Copy a sales quotation
Create a sales order referencing the quotation
In this exercise, you will create new activities, then
edit and duplicate them. Additionally, you will create a
recurring activity series and manage it.
You create a sales quotation with several items for an
existing customer then set up an activity to follow up
on the quotation. You give discounts on the row and
total levels. You then copy the information from this
sales quotation into a quotation for a different
customer.
.
4-1 Activity Management
4-1-1

Create an activity for your customer C42000. First of all, check if a ship-toaddress is entered in the business partner master data. If no delivery
address is entered, add a new ship-to-address.
Leave the business partner master record open.

4-1-2 From the business partner master record, create a new activity for
C42000 with the following values.
Field Name or Data Type

Values

Activity

Meeting

BP Code

C42000

Remarks

Meeting Request

Start Time

Tomorrows Date
10:00

End Time

Tomorrows Date

12:00
Meeting Location

Business Partner Address

Address ID

Ship To

Choose Add.
4-1-3 Reopen the activity you just created from the menu or from inside the
business partner master record.
Once you have opened the activity, duplicate it and create a new activity
for the same company, but for the next Monday and with a different
meeting location.
Enter the following values.
Field Name or Data Type

Values

Start Time

Next Monday
10:00

End Time

Next Monday
12:00

Meeting Location

Business Partner Address

Address ID

Bill To

Choose Add.
4-2

Recurring Activities and the Calendar

4-2-1 Create an activity series for a weekly recurring meeting. These meetings
occur weekly on Fridays.
Field Name or Data Type

Values

Activity

Meeting

BP Code

C30000

Remarks

Weekly Meeting

Start Time

Next Friday
10:00 am

End Time

Next Friday
12:00

Meeting Location

Business Partner Address

Recurrence

Weekly

Repeat on

Friday

Range: End After

10 Occurrences

4-2-2 Check the activities you created in the Calendar. Open the Calendar
Overview in weekly view.
4-2-3 Your customer informs you that he cannot attend the meeting next week
and has to cancel it.
4-2-3 Create a new event from the Calendar view
A customer (C60000) calls you and asks you for help with an event. This
event will be held on Friday in two weeks. Create a corresponding activity
out of the Calendar view.
Field Name or Data Type

Values

Activity

Meeting

BP Code

C60000

Remarks

Event

Start Time

Friday in 2 weeks
10:00

End Time

Friday in 2 weeks
15:00

Meeting Location

Business Partner Address

4-2-3 This new appointment conflicts with the originally scheduled meeting with
your customer C30000.
Therefore you have agreed with your customer C30000 that the meeting
will be moved from Friday to Thursday. Change the meeting in the
Calendar by moving the appointment on Thursday.

4-3 Create a sales quotation from an activity.

4-3-1 Customer C42000 has decided to place a sales quotation. The customer
gives you the information by phone and says that he would like to discuss
the sales quotation at tomorrows meeting. Therefore, you decide to create
the quotation from the activity for tomorrows meeting.
Open tomorrows activity for C42000 in your preferred method: the
Calendar view, the menu or the Business Partner master.

Enter the following information in the activity:

Field Name or Data Type

Values

Customer

C42000

Items

C00008
C00009
C00010

Quantity

5 of each

4-3-2 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.
4-3-3 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 %

4-3-4 Enter a discount of 5% for the entire document:

Field Name or Data Type

Values

In front of the %Discount field

Sales Quotation Document Number ______________________

Save the quotation. Choose Add.

4-4

You would like to use the same quotation for a different customer, customer
C20000. Copy the quotation.
4-4-1 How do you copy this quotation?
___________________________________________________
4-4-2 Is all the data copied?
___________________________________________________
Sales Quotation ____________________________
Choose Add to save the sales quotation.

4-4-3 Create an activity to follow-up with this customer in one week regarding
the quotation.
Field Name or Data Type

Values

Activity

Phone Call

Start Time

Next Wednesday
14:00

End Time

Next Wednesday
14:30

Save the activity by choosing Add.

4-5

Create a sales order based on the sales quotation for your customer C42000.
4-5-1 Open the Sales Order window and copy from the sales quotation.
Field Name or Data Type

Values

Customer

C42000

Sales Order Number ______________

Save the sales order by choosing Add.
4-5-2 After saving the sales order, call up the related sales quotation using the
Base Document icon. Can you still change the data?
__________________________________________________________
4-5-3 Since the customer has ordered the items in the quotation, you want to
close the corresponding activity.