1.  SAP AG 2003 Business partners and contacts Items and warehouses Content: Master Data

2.  SAP AG 2003 Explain how the business partner master records, and the item master records are structured Maintain business partner master records and item master records Use contacts to track all kinds of contacts with your business partners Maintain item master records and define the inventory System At the conclusion of this unit you will be able to: Master Data: Unit Objectives

3.  SAP AG 2003 Master Data: 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 Before you can enter business transactions in SAP Business One, you have to create the objects used in the transactions as master data. In SAP Business One, you can create business partners and items as master data. Master Data: Business Scenario

5.  SAP AG 2003 Outline the three types of business partners in SAP Business One Describe how business partner master records are structured Create contacts for business partners and store the relevant information in the system Display contact lists At the conclusion of this topic, you will be able to: Business Partners and Contacts: Topic Objectives

6.  SAP AG 2003 Three Types of Business Partner Master Records All purchasing transactions Contacts All sales transactions Sales opportunities Contacts Quotations and orders Sales opportunities Contacts One or more control accounts for vendors Possible transactions One or more control accounts for customers Possible transactions Leads do not have any effect on accounting. Possible transactions VendorsCustomersLeads

7.  SAP AG 2003 Structure of the Business Partner Master Record Header DataCode, currency, group, balance display General Mostly information fields For maintaining contact persons Contact Persons Bill-to address, ship-to addresses, and so onAddresses Payment Terms Default values for documents Control account, reference to head office, VAT Accounting User-defined properties for analysis purposesProperties DetailsAdditional image or text information Payment data of the business partner, used by the payment system Payment System

8.  SAP AG 2003 Contacts Linked documents (such as quotations, orders) Contact overview Link to the document Link to item master record To business partner General Linked Doc.Content Name Contact Handled by Contacts with BP Attachments (such as images, Microsoft Word files) Attach.

9.  SAP AG 2003 CONTACTS Purchasing / AP Production Sales / AR Sales Opportunities Banking Business Partners Inventory Time/Duration End Reminder Function Scheduled Activities Content Add Documents Add External Documents Business Partners/ Contact Persons ModulesFunctions Contacts in SAP Business One

10.  SAP AG 2003 BP Name Date Subject New Contact Miller 04/23 Presentation 05/23 Smith 04/25 Req. analysis 04/27 ……… E-MailE-Mail Contact Lists

11.  SAP AG 2003 Find, create and maintain item master records Group item master records according to various criteria Describe how item master records are structured Define the inventory system At the conclusion of this topic, you will be able to: Items and Warehouses: Topic Objectives

12.  SAP AG 2003 Functions in Items Management Show History Remove Sales and Purchasing Analysis Find Add Change Duplicate Link Contacts Items Management

13.  SAP AG 2003 Finding Item Master Records Regular Vendor Vendor Catalog No. Unit of Meas. for Purch. Items per purchase unit............. Procurement Data Item Number Description Item Grouping Manufacturer Price List Items Management Purchased Item Sales Item WH Item Fixed Assets Searching for an item with a specific catalog number Example: Searching for an item from a specific manufacturer *ball * Example: Searching for all items containing ball in the description

14.  SAP AG 2003 General Data Item Number Description Item Grouping Prices Details Properties General Data in the Item Master Record Item Purchase Data Sales Data Warehouse Data Fixed Assets Tax Liability EAN Code Manufacturer Item Type

15.  SAP AG 2003 Grouping Criteria You can choose the item group/ manufacturer from the dropdown list. To create new entries, choose the Define New option. Item Number Description Item Group Manufacturer Price List Items Management Purchased Item Sales Item WH Item Fixed Assets Properties Choose All Undo Selection Cancel Update DetailsRestrictionsWH DataSales DataProcurement Data Item Group 1 Item Group 2 Item Group 3 Item Group 4.......................... Item Group 64

16.  SAP AG 2003 Warehouse Definition Warehouse 01 General Warehouse General Accounting Accounts for Expences, Revenues, Variance Decreasing, Increasing, Returning Stock, COGM, Allocation Costs Price Difference Address Information Location Drop Ship

17.  SAP AG 2003 Warehouse Data -+=In StockCommittedOrderedAvailable Manage Stock System by Warehouse Maximum Stock Level: Minimum Stock Level:Required Stock Level: across all warehouses In StockCommittedOrderedAvailableWH NameWH Code General Warehouse East Coast West Coast Drop Ship Min. Stock Max. StockReq. StockWH NameWH Code General Warehouse East Coast West Coast Drop Ship

18.  SAP AG 2003 Inventory System Menu Administration System Initialization  Company Details  Basic Initialization Standard PriceMoving Average PriceFIFO Inventory System Handle Price System per Warehouse or

19.  SAP AG 2003 You are now able to: Master Data: Unit Summary Explain how the business partner master records, and the item master records are structured Maintain business partner master records and item master records Use contacts to track all kinds of contacts with your business partners Maintain item master records and define the inventory system