INVENTORY

I. Create a new warehouse and enter the following

information:
Field Name or
Values
Data Type
Warehouse Code 07
Warehouse Name <Schools
Name>
Location
Metro Manila
Street/City
Makati City
Country
Philippines
Solution:
Go to Administration > Setup > Inventory >
Warehouses

Add the new warehouse

II.You have 15 units of item C00005 that have
been sent by suppliers as samples. Create a
goods receipt to receive them into the new
warehouse.
Field Name or
Data Type
Item No
Quantity
Whse

Values
C00005
15
07

Record the Goods Receipt number:

_________137_____
Note: If the warehouse field does not appear, use Form Settings to
add it to the document. A default warehouse may be set in
Form Settings, so the other option is to restore the default
settings.

Solution:
Go to Inventory > Inventory transactions >
Goods Receipt
Enter the item and Qty
Use the form settings in the toolbar to
make Whse visible and active
Add the goods receipt

III.
Add stock to the warehouse by sending 8
units of item C00008 from warehouse 01.
Enter this delivery in SAP Business One by using
the Inventory Transfer transaction.
Field Name or
Data Type
From warehouse
Item No
To Warehouse

Values
01
C00008
07

Quantity

Solution:
Go to Inventory > Inventory transactions >
Inventory transfer

IV.
To check the quantity available in
Warehouse 01 put the cursor in the To
Warehouse field and choose Ctrl+Tab. Record
the Inventory Transfer Number: _
1
_______
V. There was a fire in the warehouse and 3 units of
C00005 were so damaged that you will scrap
these units. Post a goods issue from the
warehouse for this item.
Field Name or
Data Type
Item No
Quantity
Whse
Remarks

Values
C00005
3
07
Scrapped

damaged
units
Record the Goods Issue number: ______1____
Solution:
Go to Inventory > Inventory transactions >
Goods Issue
Enter the item and Qty
Use the form settings in the toolbar to
make Whse visible and active
Add the goods issue

PICK AND PACK

I.

Create a sales order and enter the following

information:
Field Name Values
or Data
Type
Customer
C20000
Delivery
<Todays
Date
date>
Item
A00003
Quantity
10
Item
A00004
Quantity
15
Record the Sales Order number
_______________252_______
II.Release these items to the pick list.
III.
Select the pick list you created and enter
the picked quantities.
IV.
Enter the
Picked.
Field Name
or Data
Type
for Item
A00003:
for Item
A00004:

picked quantities in the column

Values
Qty:10
Qty:15

V. Create manual delivery for your sales order

directly from the pick and pack manager. Before
adding the deliveries make your packaging.
VI.
Record the Delivery Number:
_________________

Solution:
1.Go to Sales A/R > Sales Order
2.Enter the following information

3.Add the Sales Order

4.Go to Inventory > Pick and Pack > Pick and Pack
Manager
5.In the Pick and Pack Manager Selection Criteria
window, select Posting date From <todays date> To
<todays date> then click OK

6.Tick the box of Open documents for picking then

select the Release to Pick List

7.Update the Pick List Details by entering your name

in the Picker field and click Add. Notice that items
were transferred to Released drawer

8.For picking of items in the warehouse, Go to

Invenoty > Pick and Pack > Pick List
9.Enter the Pick Number and click Find

10. In the Picked column, enter the Quantity picked

in the warehouse. Click Update then OK

11. Go back to the Pick and Pack Manager and

notice the items were transferred to Picked drawer.
12. Tick and box and select Create > Manual
Delivery

13. In the Delivery window, right-click and select

Packaging
14. Select the package type, put the selected
amount and click the arrow to the right

15.

Update the Packages Setup window

16.

Add the Delivery

PRICING
I. Inventory Price List
A.
Check the Price List and Unit Price of item
C00001.
Price List: __________________
Unit Price: _________________
Solution:
1.
Go to Inventory > Item Master Data
2.
Enter C00001 in the Item Number field
and click Find

B.
Change the Price List of C20000 (Norm
Thomson) to Small Accounts Sales Price.
Solution:
1.Go to Business Partners > Business Partner
Master Data
2.Enter C20000 in the Code field and click
Find
3.Select Payment Terms tab and change the
Price List to Small Accounts Sales Price
4.Update the Master Data

C.
Create Sales Order and take note of the Unit
Price:_____________
Solution:
1.Go to Sales A/R > Sales Order
2. Select C20000 in the Customer field and
C00001 in the Item No. field

3.Unit price was computed based on the

factors set in the Inventory > Price List >
Price Lists. Since the Price List of C20000
was set as Small Accounts Sales Price
which is 1.75 of base price, Unit Price in the
SO will be computed as 200 (Base Price) x
1.75 (Factor) which will result to 350

II. Period and Volume Discount

A.Create the period discount for Small account
sales price customers for items C00001,
C00002, & C00003.
B.
Under the Period Discount window select the
date with the range of 5 days. Enter 20 in the
discount column.
C.
Open Volume Discount window and enter
the following:
Qty: 5
Discount: 30
Qty: 10
Discount: 50
D.
Create Sales Order for Norm Thompson with
items of C00001, C00002, & C00003
Solution:
1.Go to Inventory > Price List > Period and
Volume Discounts
2.Select the SmallAccounts SalesPrice in the
Price List

3.Enter C00001, C00002 & C00003 in the Item

Number field

4.Double click #1 and Period Discount window

will open.
5.Enter Valid Until date and Enter the discount

6.For Volume Discount double-click #1 in the

Period Discount window
7.Enter Quantity and Discount then click
Update

8.To copy the period and volume discount set

for C00001 to C00002 & C00003, click Copy
Discounts and Confirm the System Message

9.Update the Period Discounts and Add the

Period and Volume Discounts

10. Create Sales Order by going to Sales A/R

> Sales Order
11. Select Norm Thomson for Customer and
C00001, C00002 & C00003 for items. Notice
that all items will have automatic discount
of 20% because of the period discount.
Change Quantity of the the items to check
the Volume Discount

III. Discount Groups

A.To what group does C00001, C00002 & C00003

belong? ________Items_________
B.
Assign 40% discount for the group of items
mention above.
Solution:
1.Go to Inventory > Item Master Data
2.Enter C00001 in the Item Number then click
Find. Note the Item Group which is Items

3.To view the Item Group of C00002 &

C00003, just click Next Record from the
Toolbar
4.To assign group discount, go to Inventory >
Price List > Special Prices > Discount
Groups
5.Select C20000 in BP Code and assign 40 in
Discount % of Items Group
6.Add the Discount Groups

7.Create Sales Order by going to Sales A/R >

Sales Order
8.Select Norm Thomson for Customer and
C00001, C00002 & C00003 for items. Notice
that all items will have automatic discount
of 40% because of the group discount.

IV. Special Prices for Business Partners

A.Enter the following discount for the items:
Item Disco
Numb unt
er
C000
15
01
C000
20
02
C000
25
03

Volume
Discount
: Qty
5

Volume
Discount:
Discount
25

30

50

Create Sales Order for the items above.

Solution:
1.Go to Inventory > Price List > Special Prices
> Special Prices for Business Partners
2.For BP Code, select C20000
3.Item no. select C00001, C00002 & C00003
4.Input the Discount base on the given data
above

5.For Volume Discount, double click #1

6.In the Period Discount window double click
#1
7.Enter the Quantity and Discount
8.Update the changes made in Volume
discount and period discount window
9.Do the same procedure for #2 and #3
10. Add the Special Prices for Business
Partners

11. Create Sales Order by going to Sales A/R

> Sales Order
12. Select Norm Thomson for Customer and
C00001, C00002 & C00003 for items. Notice
that all items will have automatic discount.
Change the Quantity to check the Volume
Discount