1.  SAP AG 2003 Pricing Approval Procedure Batch Management Serial Number Management Contents: Cross-Functionalitiy

2.  SAP AG 2003 Define price lists and special prices Define approval strategies and approve documents Use the batch management functions Use serial numbers to manage your stock At the conclusion of this unit, you will be able to: Cross-Functionality: Unit Objectives

3.  SAP AG 2003 Cross-Functionality: Course Overview Diagram Cross-Functionality Master Data Sales Opportunities Fundamentals of SAP Business One Purchasing – A/P Sales – A/R Production Inventory Transactions

4.  SAP AG 2003 Pricing requirements can vary considerably: special prices, vendor-specific prices depending on time and quantity, or vendor discounts per manufacturer. To monitor gross profit, sales employees are required to grant their customers a maximum additional discount of 10 percent. Discounts higher than this must first be approved by the sales manager. Cross-Functionality: Business Szenario

5.  SAP AG 2003 Pricing: Topic Objectives At the conclusion of this topic, you will be able to: Use price lists to model prices in SAP Business One Define special prices in the system Work with intervals and quantity scales Explain the price determination logic in the document

6.  SAP AG 2003 Prices Price List Items Management 299.00 Purchasing Price 499.00 599.00 799.00 299.00 Large Customers Small Customers Price List 04 Price List 05 Price List 06 … Item Number A1001

7.  SAP AG 2003 Pricing Price List Items Management 299.00 Purchasing Price 499.00 599.00 799.00 299.00 Store Reseller Price List 04 Price List 05 Price List 06 … Business Partner Master Data Price List Store Document ItemPrice Item Number A1001 499.00 C1001 Business Partner

8.  SAP AG 2003 Update Entire Price List Update by Selection 4 Gr.2/1.6Purchase PriceSmall Customers 3 Gr.2/1.5Purchasing PriceLarge Customers 2 Gr.1No Rounding1.0Last Purchase Price Purchasing Price 1 Last Purchase Price 0 GroupRounding MethodFactorBase Price ListPrice List Name # Maintaining Price Lists 1/2 By double-clicking the row number, you can maintain the individual item prices directly (the system updates the item master record). To add new price lists, choose Data  Add Row. The sales price for major customers is 1.5 times the purchase price Easy to edit by filtering item master records (for example, by item group, vendor, and so on).

9.  SAP AG 2003  Eur 1,000.002Eur 500ShelfA0004  Eur 2,400.002Eur 1200BedA0003  Eur 1,8002Eur 800TableA0002  Eur 1902Eur 85ChairA0001 Man.PriceFactorBase PriceDescriptionItem number # 4 3 2 1 Maintaining Price Lists 2/2 Price Maintenance Gr.1No Rounding1.6Purchasing Price ListLarge Cust.1 GroupRounding MethodFactorBase Price ListPrice ListName# Prices that are maintained are NOT automatically updated in accordance with the factor. double-click

10.  SAP AG 2003 Maintaining Price Lists - Updating 1)Enter a new factor in the price list you want to update (for example: Increase prices for major customers by 0.15 => 1.5 -> 1.65). 2)Choose Update. 3)The system updates all the prices in accordance with the new factor. 1)Enter a new factor in the price list you want to update. 2)Choose Update. 3)Make a selection (for example, all the items from a specific regular vendor). 4)Choose OK. 5)The system updates the prices of the selected items in accordance with the new factor. Update Entire Price List Update by Selection

11.  SAP AG 2003 Last Purchase Price Price List When you post one of the following transactions in the system, the system updates the last purchase price: Auto- matic update only Base Price List Last Purchase Price AP invoice Miscellaneous goods receipts Inventory/stock postings Stock posting due to positive stock differences Work order and automatic calculation of last purchase prices for all components Data import

12.  SAP AG 2003 Hierarchies and Expansions Validity Periods From to double-click Quantity Scale From to Eur 1,000.002Shelf 2Bed Eur 1,800.002Table Eur 190.002Chair Price Price List Item # 4 3 2 1 Small Customers

13.  SAP AG 2003 Special Prices for Business Partners For a specific business partner With or without reference to a price list Discount calculation Automatic update when price lists are updated Special prices for selected items of a business partner: Validity Periods From to double-click Quantity Scale From to

14.  SAP AG 2003 Updating Special Prices Globally Change the discount rate or special price. Select which items are affected by the change:  With the automatic indicator  Without the automatic indicator  Without a price list assignment Delete Refresh by Price List Change Price Change Discount Allows you to update the special prices based on the current price list information for items without using the automatic indicator Allows you to delete special prices

15.  SAP AG 2003 Working with Discount Groups You can assign discount groups based on item groups, item properties, or manufacturer's products for each business partner. Discounts defined by means of a discount group refer to the price list stored in the BP master record.

16.  SAP AG 2003 Pricing in SAP Business One Since you can define several prices in the system for the same item, the system needs to use a certain logic to find the valid price, starting with the most specific price. Document Item ??? Price Document Item 479 Price NO 2.Does BP-specific group discount exist? 3.Do hierarchies and expansions for the Price List exist? 1. Does BP and item-specific special price exist? 4.Price List

17.  SAP AG 2003 1.You maintain purchasing and sales prices in price lists. 2.You first define price lists in the Inventory menu. 3.Every item is linked to every price list in the item master record. 4.You can enter prices in the item master record itself or in the price lists. SAP Business One provides a wide range of options for defining prices. Prices are grouped in price lists. Summary 1/2

18.  SAP AG 2003 Summary 2/2 5.The system chooses the price in the document from the price list that you defined under the payment terms for the business partner. 6.You can change predefined prices in the documents (for example, in the sales document). 7.A distinction is made between the following prices: Price lists Special prices 8. The prices defined in the price lists are net prices.

19.  SAP AG 2003 Set up an approval procedure for documents based on various criteria Approve documents that have been blocked by an approval procedure At the conclusion of this topic, you will be able to: Approval Procedure: Topic Objectives

20.  SAP AG 2003 Approval Procedures Document Value > 5000 USD? No Yes The system saves the document as a draft. The system starts the approval procedure. The system generates a message to inform the persons responsible that a document requires approval. ? ? o.k.

21.  SAP AG 2003 Defining Approval Stages Stage 1: Mr. JonesStage 1: Ms. Smith Stage 2: Purchasing Manager Stage 3: Manager Approval Stages:

22.  SAP AG 2003 Name Comments Active OriginatorTermsStagesDocuments must be approved by whom... Whose documents... when a certain situation arises? Defining Approval Templates

23.  SAP AG 2003 Approval Procedures: Reports Documents Approvals Report Doc. Originator Template Status ………… ……….. ……… Documents for Approval Doc. Originator Stage Decision ………… ……….. ……… Report for Originator: Have my documents been approved? Report for Authorizer: Which documents do I still need to approve?

24.  SAP AG 2003 Batch Management: Topic Objectives Use the batch management functions in SAP Business One Post goods receipts and issues for items managed in batches Display the posted documents and associated batches Find stocks with batch information in the system At the conclusion of this topic, you will be able to:

25.  SAP AG 2003 Batches Batch 1ABatch 1B WAREHOUSE 01 Item 4711

26.  SAP AG 2003 Batch Management You define batch number management for each item on the General tab in the item master record General Items Management Serial and Batch Numbers Manage Serial Numbers Manage Batch Numbers Force Serial No./Batch Selection on Release

27.  SAP AG 2003 Creating Batches for Goods Receipts NumberingDates Location Operations Item Code Create Batch Numbers Admission Date Date of Manufacture Expiration Date Warehouse Storage Bin Description B1000 BT- 01 BT- 02 01 10 Batch WH Quantity No. of Batches 2 B1000 Item No. Goods Receipt Documents Goods Receipt Documents Description … Quantity 20 Price … Add Template to Create Batch Numbers Status Update Column Information

28.  SAP AG 2003 Batch Selection for Goods Issues 1/2 Cannot add without complete selection of serial/batch numbers B1000 Item No. Goods Issue Documents Goods Issue Documents Description … Quantity 10 Price … Add Item Master Data Manage Batch Numbers Force Serial No./Batch Selection on Release Ctrl + Batch Number Selection B1000 Item Code Batch B1000 BT- 01 BT- 02 Available Qty. 10 Divide Automatically 10 Selected Qty. B1000

29.  SAP AG 2003 Batch Selection for Goods Issues 2/2 Menu Inventory Batches Define and Update Batch No. Batch No. Completion Batch No. Transactions Report Item Master Data Manage Batch Numbers Force Serial No./Batch Selection on Release Add Goods Issue Document Batch Number Selection B1001 Item Code Batch B1001 BT- 01 BT- 02 Available Qty. 10 Divide Automatically 10 Selected Qty. B1001 Item Management

30.  SAP AG 2003 Batches in Sales Orders Menu Administration System Initialization  General Settings  Items Batch Number Yes StatusGR GI Delivery ReleasedX Not AccessibleX- Locked(X) 1 - 1: You can assign this status when you create a batch. However, you cannot post existing batches with this status. Batch Management in the Sales Order: >> You select the batch directly in the sales order. >> The system reserves the quantity. Error accessing the reserved quantity without reference to the sales order. Manage Batches in Sales Orders Basic Setting for Batch Status Released

31.  SAP AG 2003 Batch Number Transactions Report

32.  SAP AG 2003 Serial Number Management: Topic Objectives Use the serial number management functions in SAP Business One Post goods receipts and issues for items managed with serial numbers Display the posted documents and associated serial numbers Find stocks with serial number information in the system At the conclusion of this topic, you will be able to:

33.  SAP AG 2003 Serial Number Management and so on... Traceability Date of Manufacture Expiration Date Warranty Period Location in the Warehouse Description Numbering Dates Location/Description Nokia Mobile CE0168X 4493331201164639 1 : 1 Nokia Mobile CE0168X 449333120116464567

34.  SAP AG 2003 Serial Numbers General Item Master Data Serial and Batch Numbers Manage Serial Numbers Manage Batch Numbers Force Serial No./Batch Selection on Release On Release Only You define serial number management for each item on the General tab in the item master record.

35.  SAP AG 2003 Serial Numbers During Entry Item Master Data Manage Serial Numbers On Release Only S1000 Add Goods Receipt Document NumberingsDates Location Operations 1 S1000 SR- 01 S1000 2 SR- 02 Item CodeSystem No.Man. Serial No. Create Serial Numbers Warehouse Storage Bin Description Update Column Information Admission Date Date of Manufacture Start/End of Warranty Expiration Date Template for creating Serial Numbers

36.  SAP AG 2003 Serial Number on Output 1/2 Cannot add without complete selection of serial/batch numbers S1001 Item No. Goods Issue Documents Goods Issue Documents Description … Quantity 10 Price … Add Item Master Data Manage Serial Numbers Force Serial No./Batch Selection on Release Ctrl + Select Serial Number S1001 Item Code System No. S1001 1 2 SR- 01 SR- 02 Auto Select Status S1001 Choose Available Man. Serial No.

37.  SAP AG 2003 Serial Number on Output 2/2 Add Goods Issue Document Menu Inventory Batches Define and Update Serial No. Serial No. Completion Serial No. Transactions Report Item Master Data Manage Serial Numbers Force Serial No./Batch Selection on Release S1000 Item Management Select Serial Number S1000 SR- 01 SR- 02 >> S1000SR- 03 >>> Auto Select No. for Selection Selected Numbers

38.  SAP AG 2003 Define price lists and special prices Define approval strategies and approve documents Use the batch management functions Use serial numbers to manage your stock You are now able to: Cross Functionalities: Unit Summary