1.  SAP AG 2007 General Structure of Documents General Functions of Documents Contents: Document Handling

2.  SAP AG 2007 Explain the general structure of documents in sales and purchasing Use the general functions of documents in sales and purchasing At the conclusion of this unit, you will be able to: Document Handling: Unit Objectives

3.  SAP AG 2007 In order to use the logistics part of the SAP Business One system efficiently, you need to familiarize yourself with the structure and the functions of the logistics documents. You are working with documents in every part of the logistics area. For different business requirements and various kinds of logistics processes, you need to use the documents in different ways. Therefore, the SAP Business One system offers different possibilities how to work with documents. Document Handling: Business Scenario

4.  SAP AG 2007 Explain the different parts of a document window in sales or purchasing Work with form settings to customize the fields of a document Use different document types or row types General Structure of Documents: Topic Objectives At the conclusion of this topic, you will be able to:

5.  SAP AG 2007 General Structure of Documents Document Currency No. Status Posting Date General Information (Header) Buyer/Sales Person Total Before Disc. % Discount … Total Payment Due General Information (Footer) Remarks Business Partner Name Contact Person Accounting Journal Remark Payment Terms Tax Information Logistics Ship to Pay to Shipping Type … Item/Service Item/Cat. No. Item DescriptionQuantity … 1 2 Contents

6.  SAP AG 2007 Form Settings You can define default values for the general document part (header/footer) or for the table of items (for example, delivery date). You can show or hide fields. Activating fields makes them available for end users to enter data. You can define settings here for the details of the individual items. Table Format Row Format Document

7.  SAP AG 2007 Item / Service Type Service Customer Description Document G/L Account Price C00001 Name Smith Item Customer Item No. Document Description Quantity C00001 Name Smith Price In Sales and Purchasing, you can set your documents as either Item type or Service type.

8.  SAP AG 2007 Row Type in Sales and Purchasing Documents TypeItem No. Item Description Quantity Price Total (LC) Contents A1005 Football Standard 1 14,76 14,76 A1006 Football Worldcup 5 19,99 99,95 T The item A1006 will be sold out soon!  Subtotal Footballs 114,71 A1001 Baseball Cap Uni 10 7,50 75,00 A1006 Baseball Cap Special 10 9,10 91,00  Subtotal Baseball Caps 166,00 Total before Discount 280,71 In the documents of Sales and Purchasing, you can choose the row’s type. Form Settings- Table Format Select

9.  SAP AG 2007 Use the important functions in sales and purchasing documents Add documents as drafts Work with business partner catalog numbers Use the multi language support in documents Explain the different output functions of documents General Functions of Documents: Topic Objectives At the conclusion of this topic, you will be able to:

10.  SAP AG 2007 General Important Functions in the Document 2. Choose From Lists for Master Data 3. Add, Delete, Duplicate Row 4. Change Item Description 1. Find a Document 5. Cancel, Close a Document 7. Change Log 8. Find and Copy Last Prices 9. Calculate Volume & Weight 10. Save as Draft 6. Duplicate a Document

11.  SAP AG 2007 Drafts of Sales or Purchasing Documents Vendor / Customer Document Item Descr. Quantity Price Y1000 A03 Shoes 20 49,90 B10 Socks 40 4,50 Vendor / Customer Document - Drafts Item Descr. Quantity Price Y1000 A03 Shoes 20 49,90 B10 Socks 40 4,50 Vendor / Customer Document Item Descr. Quantity Price Y1000 A03 Shoes 20 49,90 B10 Socks 40 4,50 Save as Draft Add

12.  SAP AG 2007 Multi Language Support in the Master Data Choose the Language for the Business Partner Translatable Field’s Values Business Partner Master Data

13.  SAP AG 2007 Multi Language Support in Documents Business Partner Master Data Default Language + Translated Field’s Values Item Master Data Vendor / Customer Document C1000 Language English Sales or Purchasing Document Logistics

14.  SAP AG 2007 Multi Language Support for Printing Documents Foreign Language Layout Local Language Layout Vendor / Customer Document C1000 Language English Sales or Purchasing Document Logistics

15.  SAP AG 2007 Documents Output Vendor / Customer Document Y1000 A03 Shoes 20 49,90 B10 Socks 40 4,50 Print Preview Printout Y1000 A03 20pcs 49,90 B10 40pcs 4,50 Total 1178... Y1000 A03 20pcs 49,90 B10 40pcs 4,50 Total 1178... File  Print PreviewFile  PrintFile  Export to  File Y1000 A03 20pcs 49,90 B10 40pcs 4,50 Total 1178... File (Text, XML or Image)

16.  SAP AG 2007 You are now able to: Document Handling: Unit Summary Explain the general stucture of documents in sales and purchasing Use the general functions of documents in sales and purchasing