Flya Kite Fully Integrated Case

FOR ACADEMIC USE ONLY
ALL MATERIALS FROM SAP LIBRARY ADAPTED

WITH PERMISSION OFSAP AMERICA UNIVERSITY ALLIANCE
Flya Kite Fully Integrated Case
Student Exercises
(MM, PP, SD, FI/CO, HR)
Flya Kite Case:

Processing transactions through the
logistics and support processes of SAP
Ross Quarles
Fawzi Noman
Version 5.0
11/01/2010
Sam Houston State University

Huntsville, Texas
2010 Ross Quarles and Fawzi Noman Page: 1

Chapter 2: Procurement Logistics (MM)
EXERCISE MM01: CREATE GENERAL LEDGER RECONCILIATION ACCOUNT

(ACCOUNTS PAYABLE)
A sub ledger account is used wherever there is a high volume of transactions. The
information is summarized for the general ledger into a reconciliation account. The sub
ledger can be an A/R or A/P account. The reconciliation account for Accounts Payable must
be set up before business can be carried out with vendors.
Accounting Financial Accounting General Ledger Master Records G/L

Accounts Individual Processing Centrally
Enter the following information:
1. G/L Account: 30000_ _ _
2. Company Code: Flya Kite Corporation Value: ______________
(CREATE)
Type/Description TAB
3. Account Group: Reconciliation Accounts
4. Select Balance sheet account
5. Short Text: AP Recon_ _ _
6. G/L Acct Long Text: Accounts Payable Reconciliation_ _ _
Control Data TAB
7. Account currency: United States Dollar Value: ______________
8. Recon. account for acct type: Vendors
Create/bank/interest TAB
9. Field status group: Reconciliation accounts Value: ______________
(SAVE)
Back to the SAP Easy Access Menu

EXERCISE MM02: CREATE VENDOR MASTER ACCOUNTING RECORDS
You keep track of permanent data as Master Records in the SAP R/3 System.
Accounting Financial Accounting Accounts Payable Master Records Create
1. Vendor: Leave blank

3. Account group: Vendor (int. number assgnmnt) Value: ______________
4. If any entry is displayed in the Reference field REMOVE IT
(ENTER)
5. Name: Widgets and Things_ _ _
6. Search term: ______________ (your own creation)
7. Postal Code: ______________ (your own creation)
8. City: ______________ (your own creation)
9. Country: USA Value: ______________
10. Region: Texas Value: ______________
11. Language: English
12. Click on the More Fields button (located on the right side) of the Street Address section.
13. Tax Jurisdictn: TX0000000
(ENTER)
Note: Page forward past views that are not needed using page forward icon
Control N/A
Payment transactions N/A
Accounting information Accounting
14. Recon. account: Your Accounts Payable Reconciliation Value: ______________
Payment transactions Accounting
15. Payt Terms: Payable immediately Due net Value: ______________
16. Chk double inv.: Chk double inv.
Correspondence Accounting N/A
(SAVE)
17. Record the account (Vendor) no.___________________________
You may need to hit the enter key more than once to get to the next field you wish to fill.
This depends on the screen layout, your font size and the size of your monitor.
Back twice to SAP Easy Access Menu

EXERCISE MM03: CREATE VENDOR MASTER PURCHASING RECORDS
This exercise creates the purchasing views for the previously created vendor.
Logistics Materials Management Purchasing Master Data Vendor

Purchasing Create
Create a purchasing view for your Widgets and Things_ _ _ vendor.
1. Vendor: Widgets and Things_ _ _ Value: ______________
2. PurchasingOrganization: FLPurchasing Dept. Value: ______________
(ENTER)
4. Order currency: United States Dollar Value: ______________
5. Terms of paymnt: Payable immediately Due net Value: ______________
(SAVE)
Back to SAP Easy Access Menu

EXERCISE MM04: CREATE VENDOR MASTER RECORDS CENTRALLY
Logistics Materials Management Purchasing Master Data Vendor Central

Create
This exercise demonstrates creating all the views for a vendor at one time.
Create all views for a new vendor called Toys-We-B_ _ _.
Address
1. Leave vendor field blank (system will generate the new number)
3. PurchasingOrganization: FLPurchasing Dept . Value: ______________
(ENTER)
5. Enter the vendors name Toys-We-B_ _ _
6. Search term: ______________ (your creation)
7. Postal code: ______________ (your creation)
8. City: ______________ (your creation)
11. Click on the More Fields button (located on the right side) of the Street Address section.
(ENTER)
Note: Page forward past views that are not needed using page forward icon
Control N/A
Payment transactions N/A
Accounting information Accounting
Payment transactions Accounting
Correspondence Accounting N/A
Purchasing data
17. Order currency: United States Dollar Value: ______________
18. Terms of paymnt: Payable immediately Due net Value: ______________
(SAVE)
19. Record Account (Vendor) #__________________

EXERCISE MM05: CREATE MATERIAL MASTER FOR RAW MATERIALS
This will register the Raw Materials in the system. Each function has specific views that
contain relevant data.
READ ENTIRE EXERCISE BEFORE STARTING YOUR INPUT.
Logistics Materials Management Material Master Material Create (Special)

Raw Material
Enter the following information using the information from the list below:
1. Industry sector Retail

Top Menu Bar Defaults Industry Sector Industry sector: Retail
(ENTER)
Top Menu Bar Defaults Views
2. Select the following views: (click on the small box on the left end of the line item)
Basic Data 1
Purchasing
General Plant Data / Storage 1
Accounting 1
Costing 1
3. Select Create views selected
(ENTER)
Top Menu Bar Defaults Organizational Levels
4. Enter Plant Flya Kite Manufacturing Plant in both the Plant field and the Copy from field.
5. Leave Stor. Location blank (storage locations to be created automatically)
(ENTER)
(continued on next page)

6. The following steps refer to data from the table shown after the last step.
a. Insert material name from table below
b. Press DATA button to bring up the Basic Data 1 view
c. Insert information below for the material in the Basic Data 1 view
(ENTER)
d. Insert information below for the material in the Purchasing view
(ENTER)
(ENTER) To bypass the General Plant Data / Storage 1 view (no entries
required)
e. Insert information below for the material in the Accounting 1 view
(ENTER)
f. Insert information below for the material in the Costing 1 view
(SAVE) [You will be taken to the Create Raw Materials Initial Screen]
7. Repeat steps 6a through 6f above for each material until all data in table are inserted
Tabs Basic Data 1 Purchasing Accounting 1 Costing 1
Material (name)
Material Group
Material origin
Gross Weight
Moving price
Base Unit of
Description
Weight unit
Purchasing
Net Weight
Valuation
Structure
With Qty
Measure
Group
Class
Raw &
FLPurchasing
Paper_ _ _ Paper_ _ _ each Op 5 5 ounce 3000 $2.00 X X
Group
Supp
Raw &
FLPurchasing
Wood_ _ _ Wood_ _ _ each Op 14 14 ounce 3000 $5.00 X X
Group
Supp

EXERCISE MM06: CREATE MATERIAL MASTER FOR TRADING GOODS
This will register the trading goods in the system. Each function has specific views that
contain relevant data.
READ ENTIRE EXERCISE BEFORE STARTING YOUR INPUT.

Trading Goods
Enter the following information using the information from the list below:
1. Industry sector Retail

Top Menu Bar Defaults Industry Sector Industry sector: Retail
(ENTER)
2. Select ONLY the following views: Basic Data 1
Purchasing
General Plant Data / Storage 1
Accounting 1
Costing 1
(ENTER)

4. Enter Plant Flya Kite Manufacturing Plant in both the Plant field and the Copy from field.
5. Leave Stor. Location blank (storage locations to be created automatically)
(ENTER)

6. The following steps refer to data from the table shown after the last step.
a. Insert material name from table below
b. Press DATA button to bring up the Basic Data 1 view
c. Insert information in the table for the material in the Basic Data 1 view
(ENTER)
d. Insert information in the table for the material in the Purchasing view
(ENTER)
(ENTER) To bypass the General Plant Data / Storage 1 view (no entries required)
e. Insert information in the table for the material in the Accounting 1 view
(ENTER)
f. Insert information below for the material in the Costing 1 view
(SAVE) [You will be taken to the Create Trading Goods Initial Screen]
Tabs Basic Data 1 Purchasing Accounting 1 Costing 1

Gross Weight
Moving Price
Base Unit of
Description
Weight unit
Purchasing
Net Weight
Valuation
Structure
With Qty
Measure
Material
Material
Material
(name)
Group
Group
origin
Class
Trading
FLPurchasing
String_ _ _ String_ _ _ Foot & 1 1 ounce 3100 $ 0.10 X X
Group
Finished

EXERCISE MM07: CREATE MATERIAL MASTER FOR FINISHED PRODUCTS
This will register the finished products in the system. Each function has specific views that
contain relevant data. The steps for adding the Material Master for finished products mirrors
those for adding Raw Materials and Trading Goods performed in the previous two exercises.
The basic process involves setting the Industry Sector, the Default Views, the Organizational
Level, and inputting the data in the required tabs. You will, of course be dealing with finished
products rather that the other two types of materials. Use the previous two exercises as
guides to set up the appropriate views, sectors, levels, and for inputting the data below.
NOTE: the prices of finished goods are STANDARD prices (not moving average).

Finished Product
1. Material: from table below

2. Industry sector: Retail
(ENTER)
3. Select the following views: (Deselect any others that may be showing)
Basic Data 1
Accounting 1
Costing 1
(ENTER)
4. When the Organizational levels screen appears press to bypass

5. Enter the information from the table below on the views selected.
Tabs Basic Data 1 Accounting 1 Costing 1
Valuation Class
Material (name)
Standard Price
Material Group
Material origin
Gross Weight
Base Unit of
Description
Weight unit
Net Weight
Structure
With Qty
Measure
Trading
Highkite_ _ _ Highkite_ _ _ each & 1.5 1.5 US pound 7920 $30.00 X X
Finished
SAVE when all data above is entered on the appropriate screen

EXERCISE MM08: CREATE PURCHASING INFO RECORDS
These records reflect a relationship between a specific vendor and a material. By

establishing this relationship (and master record) then if the material is being ordered, then
the vendor to supply that material will automatically be determined.
Logistics Materials Management Purchasing Master Data Info Record

Create
1. Vendor: Toys-We-B_ _ _ Value: ______________
2. Material: Material name from table below (use drop down to find)
3. Purchasing Org.: FLPurchasing Dept. Value: ______________
4. Plant: Flya Kite Manufacturing Plant Value: ______________
5. Info category: Standard
(ENTER)
6. Select then input data for that material
7. Repeat until all material records in table are created (after each save you will be returned to
the Create Info Record Initial Screen where you input the next material name and related
data.
Material Pl. Deliv. Time Standard Qty Net Price

Paper_ _ _ 1 1 $ 2.00 Save
Wood_ _ _ 1 1 $ 5.00 Save
String_ _ _ 1 1 $ 0.10 Save
(SAVE after each material as indicated)


EXERCISE MM09: CREATE PURCHASE REQUISITION FOR STOCK ITEMS
Create a request for an initial supply of stock items.
Logistics Materials Management Purchasing Purchase Requisition Create

If the Item overview section is not expanded, click on the icon to left of Item overview to
expand the section of the screen.
Enter the following information in the Item Overview Screen
1. Requisition all Raw Materials and Trading Goods

Material Quantity Delivery Date Stor. Loc.
Paper_ _ _ 1000 (Future date) Warehouse
Wood_ _ _ 1000 (Future date) Warehouse
String_ _ _ 150000 (Future date) Shipping
(ENTER)
2. Review the information pulled from the Master Data
3. PRINT THE SCREEN (IF INSTRUCTED TO DO SO BY YOUR INSTRUCTOR)
(SAVE)
4. Record the new purchase requisition number.____________________
BACK TO SAP EASY ACCESS MENU.

EXERCISE MM10: CREATE PURCHASE ORDER
Accept the requisition to order populate the stock items.
Logistics Materials Management Purchasing Purchase Order Create

Vendor Unknown
1. Order Type: Standard PO Value: ______________

2. Purchasing Group: FLPurchasing Group Value: ______________
3. Select
4. Enter your Reference purchase requisition number.
(ENTER)
5. Click on the green select all button.
6. Click on the button to copy the details from the purchase requisition into your
new purchase order.
7. Verify material prices through each item.
8. Click on the green select all button
9. Select .
o If a warning about existing sources will be lost appears, click on (ENTER)

10. Click on the green select all button.
(GENERATE)
11. If asked if delivery date can be met, click enter to bypass.
12. If Header Panel is not visible, click on to open display.
13. On Header panel, click on conditions tab

14. Record the order Net Value ________________________
(SAVE)
15. Save anyway past the error message indicating that there are system messages (click on
SAVE on error message). This message appears because no output devices (i.e. Printer,
FAX) were found to communicate this PO to the vendor.
16. If asked about creating a new PO or adding to an existing PO, create a new PO!
17. Record the new purchase order number_________________________
back to SAP Easy Access menu

EXERCISE MM11: CREATE A GOODS RECEIPT
Receive the stock items into inventory.
Logistics Materials Management Inventory Management Goods Movement

Goods Receipt For Purchase Order PO Number Known
Top Menu Bar
Settings Default Values

1. Select Propose the OK Function in Future
2. Select Propose All Items.
3. Click to accept these values
Click to bypass any information messages if received.
4. Enter the PO number 4500000??? ( next to the Purchase order field) It should appear and
turn red on the left column after you enter below)
(EXECUTE)
Select or (SAVE)
5. Record the document number_______________________
Instructor note: Check T169P (OMRL) & T169V (SM30)

EXERCISE MM12: CREATE AN INVOICE RECEIPT
Enter the Vendors invoice for the stock item order.
INVOICE #567 11/4/2010 Toys-We-B_ _ _
ITEMS: QUANTITY PER PRICE:

PAPER_ _ _ 1000 $ 2.00 $ 2,000.00
WOOD_ _ _ 1000 $ 5.00 $ 5,000.00
STRING_ _ _ 150,000 $ 0.10 $ 15,000.00
TOTAL $ 22,000.00
Thank you for your order
Logistics Materials Management Logistics Invoice Verification Document Entry

Enter Invoice
1. Invoice date: Today's date
2. Amount: 22000 (from the physical invoice)
3. Currency: United States Dollar Value: ______________
5. PO number: Your purchase order number from exercise MM10
(PO # input in Purchase Order/Scheduling Agreement in middle of screen)
(ENTER)
6. Tax code: XI()
(ENTER)
7. Use the button to see if the postings are correct.
(POST)
9. Record the document number________________

CHAPTER 3: PRODUCTION LOGISTICS

(PP)
EXERCISE PP01: CREATE MRP VIEWS FOR RAW MATERIALS
Expand the Raw Materials to include specific views of information required for materials
requirement planning.
Logistics Production Master Data Material Master Material Create

(Special) Raw Material
1. Select the following views: MRP 1, 2, 3 (deselect any others present)
(ENTER)
3. Enter material name: Paper_ _ _.
4. Press button to bring up the MRP 1 view (click if you get a

message telling you the material exists and will be extended)
5. If Requested: Enter manufacturing plant (Flya Kite Manufacturing Plant) but leave the
StLoc blank.
(ENTER)
MRP1 view:
6. MRP Type: MRP Value: ______________
7. MRP controller: FL MRP Controller Value: ______________
8. Lot size: Lot-for-lot order quantity Value: ______________
MRP2 view:
9. Planned Deliv. Time: 1
10. SchedMargin key: 001
11. Safety Stock: 100
MRP3 view:
12. Availability check: Individ.requirements Value: ______________
(SAVE)
13. Repeat steps 3-12 with material name Wood_ _ _.

EXERCISE PP02: CREATE MRP VIEWS FOR TRADING GOODS
Expand the trading goods to include specific views of information required for materials

(Special) Trading Goods
1. Enter material name: String_ _ _
(ENTER)
2. Select the following views: MRP 1, 2, 3
(ENTER)
3. Enter manufacturing plant (Flya Kite Manufacturing Plant) but leave the StLoc blank.
(ENTER)
MRP1 view:
6. Lot size: Lot-for-lot order quantity Value: ______________
MRP2 view:
7. Planned Deliv. Time: 1
9. Safety Stock: 100
MRP3 view:
10. Availability check: Individ.requirements Value: ______________
(SAVE)

EXERCISE PP03: CREATE MRP & WORK SCHEDULING VIEWS FOR FINISHED
PRODUCTS
Expand the finished products to include specific views of information required for materials

(Special) Finished Product
1. Enter material name: Highkite_ _ _
(ENTER)
2. Select the following views: MRP 1, 2, 3, Work Scheduling
(ENTER)
3. Enter your manufacturing plant (Flya Kite Manufacturing Plant) but leave the StLoc blank.
(ENTER)
MRP 1 view:
6. Lot size key: Lot-for-lot order quantity Value: ______________
(ENTER)
MRP 2 view:
7. In-house production: 2
9. Safety Stock: 20
(ENTER)
MRP 3 view:
10. Availability check: Individ. requirements Value: ______________
11. Tot. repl. lead time: 3
(ENTER)
Work scheduling view:
12. Prodn Supervisor: Flya Kite Scheduler Value: ______________
13. Prod Sched Profile: FLRelease & Schedule Value: ______________
(SAVE)
EXERCISE PP04: CREATE BILLS OF MATERIAL
The BOM tells the system what components are needed to create the end product.
Logistics Production Master Data Bills of Material Bill of Material Material

BOM Create
Enter the following information to create the bill of material:
1. Material: Highkite_ _ _
3. BOM Usage: Production Value: ______________
(ENTER)
4. Enter the following line items:
Item category (ICt) Component Quantity
Stock item Paper_ _ _ 1
Stock item Wood_ _ _ 1
Stock item String_ _ _ 150
(ENTER) and check to make sure columns are filled properly
(SAVE)

EXERCISE PP05: CREATE A ROUTING FOR FINISHED PRODUCTS
A routing is a description of which operations and the order in which they are carried out.
Routings also contains details about the work centers at which the work is carried out.
Logistics Production Master Data Routings Routings Standard Routings

Create
(ENTER)
General data
3. Usage: Production Value: ______________
4. Status: Released (general) Value: ______________
5. From Lot Size: 1
6. Click on the overview button.
7. Enter data for each operation: (Be sure to include the work center and control key for
each operation.)
Setup Labor
Operat. Work center Control key Description Enter Time Enter Time Enter
(min) (min)
Routing/Ref.
op set Cut wood into
0010 FLAREA 2 2
internal two pieces
proc.
Routing/Ref.
Attach paper
op set
0020 FLAREA to wood 1 2
internal
frame
proc.
Routing/Ref.
op set Apply string
0030 FLAREA 3 4
internal to kite frame
proc.
8. Enter times for Setup and Labor for each item from table above (hit after each entry
as shown)
Next task Component allocation (see Next page)

Create a Routing for Finished Product (Component Assignment)
After the operational steps are laid out the components must be assigned to the individual
operations. This is a progressive process where each operation builds off the materials that
entered production in the previous operations.
9. Click on the button.

10. Select the materials required for operation 10: Wood_ _ _
11. Select
12. Assign these components to operation: 10
(ENTER)
13. Select the materials required for operation 20: Paper_ _ _
14. Select
(ENTER)
16. Select the materials required for operation 30: String_ _ _
17. Select
(ENTER
(SAVE)

EXERCISE PP06: DISPLAY LIST OF ROUTINGS
Use this reporting function to confirm creation of your routings and the material allocations.
Logistics Production Master Data Routings Reporting Print List
1. Task List Type: Routing Value: ______________

3. Plant for Material: Flya Kite Manufacturing Plant Value: ______________
4. Check Display Component Assignment

5. Check For All Alternative BOMs
(EXECUTE)
Review report on screen for correct entries. See example below.

EXERCISE PP07: RUN MRP SINGLE ITEM, MULTI LEVEL
Allow the system to plan the availability and requirements for the kites and all the
components.
Logistics Production MRP Planning Multilevel Single-Item Planning

3. Processing key: Net change for total horizon Value: ______________
4. Create pur. req.: Purchase requisitions in opening period Value: ______________
5. Deliv. schedule: Schedule lines Value: ______________
6. Create MRP list: MRP list Value: ______________
7. Planning mode: Adapt planning data (normal mode) Value: ______________
8. Scheduling: Basic dates will be determined for planned orders Value: ______________
9. Select Also plan unchanged components
10. Select Display material list
(ENTER)
11. A warning message appears - please check input parameters
(ENTER) again to confirm and bypass the warning message

12. Review results (see example below)
(EXIT back to SAP Easy Access Menu)

Note: Recheck material type attributes if MRP does not work.

EXERCISE PP08: DISPLAY STOCK/REQUIREMENTS LIST
The Stock/requirements list is a dynamic list. It will change whenever a transaction occurs.
Logistics Production MRP Evaluations Stock/Requirements List
(ENTER)
4. Note that an order has been planned for some point in the future to create these items.
You can display the other components that are in your BOM by selecting a planned order and
clicking on the icon.

EXERCISE PP09: CONVERSION - PLANNED ORDER TO PRODUCTION ORDER
Accept the MRP recommendation to satisfy the safety stock requirement by converting the
planned order to a production order.
Logistics Production MRP Evaluations Stock/Requirements List
(ENTER)
3. Double click on the planned order to be converted.
4. Click on the button and WAIT.
5. Change Total Quantity to: 100

6. Change the start date to one week from today
7. Change the finish date to two weeks from today
8. Accept all defaults
(SAVE)
9. Record the new production order number._____________________
10. Select the button to refresh the Stock/Reqmts List

11. Notice the MRP elements change from the old PlOrd to display the new PrdOrd.

EXERCISE PP10: GOODS ISSUE
Issue the BOM required materials to the production order.
Logistics Production Shop Floor Control Goods Movements Goods Issue
1. Verify Posting Date (todays date).

2. Movement Type: Consumption for order from warehouse Value: ______________
4. Click on the reference button.

5. Order: Your Order # (from exercise PP09) Value: ______________
6. Click on the button.

7. Enter Storage Location for each material as you click through them on the step below
Paper_ _ _ Warehouse Value: ______________

Wood_ _ _ Warehouse Value: ______________
String_ _ _ Shipping Value: ______________
8. Click on the button to accept the details for each material.
(POST/SAVE)
9. You will get a message that states the following: in future batches are to be managed
uniquely at client level. Press (ENTER) to clear message and then go to the Goods
Issue Menu on the Top Menu Bar and select Display. That will give the document number
which is to be recorded in Step 9.
Top Menu Bar Goods Issue Display
10. Record the document number____________

EXERCISE PP11: ENTER COMPLETION CONFIRMATION OF PRODUCTION
This step tells the system the actual quantity of finished product that was produced.
Logistics Production Shop Floor Control Confirmation Enter For Order
(ENTER)
2. Click on final confirmation.
3. Yield to conf. 100
(SAVE)
4. Ignore any messages regarding update terminated.

EXERCISE PP12: GOODS RECEIPT OF PRODUCTION ORDER
Move the new finished product from the production line into inventory.
Logistics Production Shop Floor Control Goods Movements Goods Receipt
1. Movement Type: Goods receipt for order into warehouse Value: ______________
4. Stor. Location: Shipping Value: ______________
5. Select
6. Click on the button to accept the details for the new kites received from production.
(SAVE)
7. You will get a message that states the following: in future batches are to be managed
uniquely at client level. Press (ENTER) to clear message and then go to the Goods
Issue Menu on the Top Menu Bar and select Display. That will give the document number
which is to be recorded in Step 8.
Top Menu Bar Goods Receipt Display

8. Record the document number____________________

EXERCISE PP13: SETTLE COSTS OF PRODUCTION ORDER
This exercise moves any cost differences to the appropriate accounts.
Logistics Production Shop Floor Control Period-End Closing Settlement

Individual Processing
1. Controlling Area: Flya Kite Corporation (If required) Value: ______________

3. Settlement period: Current month (01-12) Value: ______________
4. Posting period: Current month (01-12) Value: ______________
5. Fiscal Year: Current year Value: ______________
(EXECUTE)
Review the run: check for your production order, your finished product, current month
posting period,, current fiscal year, current date as today, your controlling area, correct
currency, and value date of todays date.
(BACK)
6. Turn off the test run indicator.
(EXECUTE)
(BACK)
Review results by navigating to: Environment Report
7. Choose report Actual/Plan/Variance
(ENTER)

This page is Blank. There are no steps to perform here.

Chapter 4: Sales Logistics (SD)
EXERCISE SD01: CREATE GENERAL LEDGER RECONCILIATION ACCOUNTS

(ACCOUNTS RECEIVABLE)
A sub ledger account is used wherever there is a high volume of transactions. The
information is summarized for the general ledger into a reconciliation account.

1. G/L Account: 11000_ _ _

(CREATE)
3. Account Group: Reconciliation Accounts
5. Short Text: AR Recon
6. G/L Acct Long Text: Accounts Receivable Reconciliation_ _ _
Control Data TAB
8. Recon. acct for acct type: Customers
9. Field status group: Reconciliation accounts Value: ______________
(SAVE)

EXERCISE SD02: CREATE CUSTOMER
We have already created business partners (Vendors) in both FI and MM. Since we are in
SD territory now, we will create general and sales views for the customer. Remember when
we created vendors centrally? Here the same function is named Complete indicating that we
would include not only the Sales and Distribution views, but the Materials Management and
Financial views as well.
Logistics Sales and Distribution Master Data Business Partner Customer

Create Complete

1. Account group: Sold-to party
2. Customer: Leave blank
3. Company code: Flya Kite Corporation Value: ______________
4. Sales Organization: Flya Kite Value: ______________
5. Distribution Channel: as listed below for each customer
6. Division: Standard Value: ______________
(ENTER)
We will create the following customers:
Western Toys HQ_ _ _, Phoenix, AZ Dist.Ch: Direct

Crosby Trinkets_ _ _, Crosby, TX Dist.Ch: Direct
Northern Nicknacks_ _ _, Islip, NY Dist.Ch: Wholesale
Address:
7. Name: Customers name (see above list)
8. Search term: Enter a term unique to your group (your creation)
9. Postal Code: Customers zip code (your creation)
10. City: Customers city (from table above)
12. Region: Customer's State (from table above) Value: ______________
13. Click on the More Fields button (located on the right side) of the Street Address
section.
14. Tax Jurisdictn: _ _0000000 (State code plus 7 zeroes)
15. Transportation zone: Enter appropriate Transportation zone
(used for route determination) use drop down to display choices
Continued on next page.

17. Select
Account Management:
18. Recon. account: Your A/R Reconciliation Account Value: ______________
19. Sort key: Posting date Value: ______________
Payment Transactions:
20. Terms of payment: Payable immediately Due net Value: ______________
21. Select
Sales:
22. Sales Office: Enter a representative Sales Office (use drop down to display)
23. Sales Group: Enter a representative Sales Group (use drop down to display)
25. Cust. pric. proc.: Standard Value: ______________
26. Cust. Stats. Grp: A Material Value: ______________
(This field helps determine which data are updated in the Logistics Information System)
Shipping:
27. Delivery Priority: Normal item Value: ______________
28. Check Order Combination
29. Shipping Conditions: standard Value: ______________
used for both shipping point determination and route
determination
30. Delivering Plant: Flya Kite Manufacturing Plant Value: ______________
used for shipping point determination
31. Max.partial deliveries: 9 (default)
Billing Documents:
32. Incoterms: Free on board Value: ______________
Receiving Dock (description)
33. Terms of payment Payable immediately Due net Value: ______________
34. Acct assgmt group: Domestic Revenues Value: ______________
35. Tax classification: Exempt (for each category) Value: ______________
(SAVE)
36. Repeat steps 1-35 for each of the new customers and record the customer numbers of
the new customers. When you start Northern Nicknacks be sure to change the
distribution channel to the appropriate code.
Western Toys. HQ ________________
Crosby Trinkets ________________
Northern Nicknacks ________________
When final customer created, remain on the Create Customer initial screen and turn to
the next exercise.

EXERCISE SD03: CREATE A GOOD RECIPIENT (SHIP-TO PARTY)
Western Toys has a distribution center/branch office, where we ship goods. We create a
specific ship-to customer for this separate address.

Create Complete
1. Account group: Goods recipient (hey, its different than before)

2. Customer: Leave blank
4. Distribution Channel: Direct (its different than before) Value: ______________
(ENTER)
Address tab:
6. Name: Western Toys Distb Center_ _ _
7. Search term: Enter a term unique to you (your creation)
8. Postal Code: Customers zip code (make one up)
9. City: Las Vegas
11. Region: Nevada Value: ______________
12. Transportation zone: Region West Value: ______________
14. Select the (MORE FIELDS) button located on the right side of the screen.
15. Tax Jurisdictn: NV0000000
16. Select
Account Management:
17. Recon. account: Accounts Receivable Reconciliation Value: ______________
Payment Transactions:
19. Terms of payment: Payable immediately Due net Value: ______________
Continued on Next Page

20. Select
Shipping:
21. Delivery Priority: Normal item Value: ______________
22. Check Order Combination
23. Shipping Conditions: standard Value: ______________
(used for both shipping point & route determination)
used for shipping point determination
25. Max.partial deliveries: 9 (default)
Billing Documents:
26. Tax classification: Exempt (for each category) Value: ______________
(SAVE)
27. Record the new Ship-to Customer number_________________
Click on to return to SAP Easy Access Menu

EXERCISE SD04: ASSIGN NEW SHIP-TO PARTY
This step will add the newly created ship-to account number to the Partner Functions of the
sold-to party. The master customer record for Western Toys Headquarters is already set up
in your company. Now you have to change the ship to data in the master to reflect that
items will NOT be shipped to the headquarters but to the regional distribution center in Las
Vegas. When you originally set up the headquarters master record, it had to be set up so
that all partner functions (sold-to, bill-to, payer, and ship-to) were for the headquarters. Now
that the regional distribution center has been set up, all shipments will go there so the Ship-to
party must be changed.

Change Complete
1. Customer: Western Toys, HQ_ _ _ Value: ______________

3. Distribution Channel: Direct Value: ______________
(ENTER)
5. Select (if required)
6. Select tab.
7. On the row for Ship-to party, change the number to the number of your Western Toys Reg
Dist Center_ _ _
(ENTER)
The Western Toys Distb Center_ _ _ should now show as the Ship-to party for this
customer.
(SAVE)
to return to SAP Easy Access menu

EXERCISE SD05: CREATE SALES VIEWS FOR TRADING GOODS
The views for all materials in the material group TRADE, are already created in an earlier
material management exercise, must now be extended to include the sales views to make
the materials sellable.
Additionally, the materials must have sales views created (extended) for:
The distribution channels where they will be sold; Direct and Wholesale.
All storage locations
Logistics Sales and Distribution Master Data Products Material

Trading Goods Create

Copy from
1. Plant: Flya Kite Manufacturing Plant Flya Kite Manufacturing Plant
2. Sales Org: Flya Kite Flya Kite
3. Distr. Channel:* Direct Direct
(ENTER)
4. Select only these views: Sales: Sales Org. Data 1
Sales: Sales Org. Data 2
Sales: General/Plant Data
Check
(ENTER)
Continued on next page

5. Create the following Materials:
String_ _ _ Enter material name and select the button.
You will get a message that states Material already exists and will be extended.
You will make 2 entries (1 for WH and 1 for DI). Check your work when you are through to
ensure that all are correct.
Sales: sales org. 1 View
Tax Data (You may need to expand column)
8. Tax Jurisdict. Code: UTXJ Exempt Value: ______________
9. County Sales Tax: UTX2 Exempt Value: ______________
10. City Sales Tax: UTX3 Exempt Value: ______________
(ENTER)
11. Matl statistics grp: A materials Value: ______________
(ENTER)
Sales: General/Plant View
12. Trans. Grp: On pallets (for route determination) Value: ______________
13. LoadingGrp: Handcart (for shipping pt determination) Value: ______________
(SAVE)*
If you have created both Direct and Wholesale views for String_ _ _ you can return
to the SAP Easy Access Menu.

Copy from
Plant: Flya Kite Manufacturing Plant Flya Kite Manufacturing Plant
Sales Org: Flya Kite Flya Kite
Distr. Channel:* Wholesale Wholesale
(ENTER)
(begin again at step 5 to create String for Wholesale)

Once you have created both Direct and Wholesale views for String_ _ _ Back to
SAP Easy Access Menu

EXERCISE SD06: CREATE SALES VIEWS FOR FINISHED PRODUCTS
Logistics Sales and Distribution Master Data Products Material Other

Material Create
2. Create both Direct and Wholesale Distribution Channels.
Use the button to switch from Direct to Wholesale after Direct is
created or vice versa. The system will tell you if the material is already maintained for
either of the distribution channels.
3. Select the button.
You will get a message that states Material already exists and will be extended.

Tax Data
6. Tax Jurisdict Code: UTXJ Exempt Value: ______________
7. County Sales Tax: UTX2 Exempt Value: ______________
8. City Sales Tax: UTX3 Exempt Value: ______________
(ENTER)
9. Matl statistics grp: A materials Value: ______________
(ENTER)
Sales: General/Plant View
10. Trans. Grp: On pallets (for route determination) Value: ______________
11. LoadingGrp: Handcart (for shipping pt determination) Value: ______________
(SAVE)*
*Remember to change the defaults from DI to create the WH views for all the materials

EXERCISE SD07: CREATE MATERIAL PRICES
This step creates material prices that any customer would pay, without any considerations or
discounts. Prices are defined by Sales Organization and Distribution Channel.
Logistics Sales and Distribution Master Data Conditions Create

Prices Material Price
1. Select (click on) Cnty SOrg. DChl Material ReSt

4. Enter the following materials and prices:
Condition Amount
Material
type (for DI)
Price String_ _ _ $ .50
Price Highkite_ _ _ $ 40.00
(ENTER)
The system will automatically enter the material descriptions and units of measure
(SAVE)
5. Click on Material Price
6. Select Cnty SOrg. DChl Material ReSt
8. Distribution Channel: Wholesale Value: ______________
Condition Amount
Material
type (for WH)
Price String_ _ _ $ .40
Price Highkite_ _ _ $ 37.50
(ENTER)
(SAVE)
If you are on the Create Condition Records screen you can remain where
you are for the next exercise.

EXERCISE SD08: CREATE CUSTOMER SPECIFIC MATERIAL PRICE
In this exercise, a specific customer receives special pricing with a specific validity period.
If you are already on the Create Condition Records screen you can avoid the following
drill down by clicking on and moving to the steps below. If you are
not on that screen use the following path:

Prices Individual Prices
1. Select CnTy SOrg. DChl Customer Material ReSt

4. Customer: Crosby Trinkets_ _ _ Value: ______________
Condition type Material Amount
Price String_ _ _ .45
Price Highkite_ _ _ 38.00
(ENTER)
(SAVE)
Stay where you are for the next exercise.

EXERCISE SD09: CREATE CUSTOMER DISCOUNT
This example shows a value discount being created. This is also an example of a pricing
scale. This condition type is currently set for 'Item condition', but could be changed to
'Header condition' in the IMG.
If you are already on the Create Condition Records screen you can avoid the following drill
down by clicking on and moving to the steps below. If you are

not on that screen use the following path:

Conditions By Customer
1. Select CnTy SOrg. DChl Customer ReSt

4. Condition type: Customer Discount Value: ______________
(ENTER)
6. Select the line item (click on the box to the left of the line to select)
7. Click on the scales button to give the customer a discount of 5% for order values
between $500 and $1500 and a discount of 10% for orders larger than $1500.\
Scale value Amount
500.00 5
1500.00 10
(SAVE)

EXERCISE SD10: CREATE CUSTOMER MATERIAL INFO RECORD
When a customer wishes to order materials from us using a different naming convention than
we do, we can set up a Customer Material Info Record which allows us to enter materials by
the customer's specific naming convention. SAP will translate these materials into our
material names, which enables the customer and our sales rep to communicate clearly.
Logistics Sales and Distribution Master Data Agreements Customer Material

Information Create
1. Customer: Northern Nicknacks_ _ _ Value: ______________

(ENTER)
4. Enter the material numbers for the following materials and the customer material number
as indicated:
Material no. Cust. material
String_ _ _ SC1001
Highkite_ _ _ SC1002
(ENTER)
(SAVE)

EXERCISE SD11: CREATE AN ITEM PROPOSAL
In situations where a customer often places an order with the same line items, an Item
Proposal (order 'template') can be created with the standard line items and quantities already
filled in. We can then pull the standard items in as we create the sales order by referencing
the Item Proposal.
Logistics Sales and Distribution Master Data Products Item Proposal

Create
1. Item Proposal Type: Item Proposal Value: ______________

(ENTER)
5. Item Proposal: leave blank
6. Description: 10 Highkite Pack_ _ _
7. Valid-from date: Todays date Value: ______________
(use the F4 function key on your keyboard to call up an
SAP calendar and double click on todays date)
8. Valid-to date: A month from today Value: ______________

(use the F4 function key on your keyboard to call up an
SAP calendar double click on the day you wish to enter and
the system will fill that date into the date field)
9. Enter the following materials and target quantities:
Material Target quantity
Highkite_ _ _ 10
String_ _ _ 1500
(ENTER)
(SAVE)
10. Record the item proposal number _____________________

EXERCISE SD12: ASSIGN ITEM PROPOSAL TO CUSTOMER
Now that the item proposal has been created, we can reference it in the customer master.
Whenever we ask for an Item Proposal in a sales order for that customer, the system will
default this Item Proposal.

Change Complete

(ENTER)
5. Select (if needed)

Sales Tab
6. Item proposal: Enter the number of the newly created item proposal from SD11.
Value: ______________
(SAVE)
back to the SAP Easy Access menu

EXERCISE SD13: CREATE AN INQUIRY
A sales representative needs to find out about material pricing for a customer.
Logistics Sales and Distribution Sales Inquiry Create
1. Inquiry Type: Inquiry Value: ______________

(ENTER)
5. Inquiry: leave blank (system will assign a number)
6. Sold-To Party: Crosby Trinkets_ _ _ Value: ______________
7. Ship-To Party: Will automatically fill in later
8. PO Number: Enter this exercise number (EX NN) as a reference number
9. PO date: leave blank
10. Valid from : Todays date Value: ______________
11. Valid to: A month from todays date Value: ______________
12. Material and Order Quantities:
Material Order Quantity
Highkite_ _ _ 10
String_ _ _ 1500
Click (ENTER) and then select an item.
13. Select: (Conditions) notice the special pricing for SDCrosby Trinkets.
(BACK)
CHECK AVAILABILITY
14. Select the line with String_ _ _
15. Environment Availability
16. Make a note of the quantity and location (if available) of available inventory (ATP quantity)
(BACK)
(SAVE)
17. Record the inquiry number ________________________

EXERCISE SD14: CREATE SALES ORDER REFERENCING AN INQUIRY
If the customer decides to place an order, we can create the order referencing the inquiry. At
this point items may be added, deleted or changed.
Logistics Sales and Distribution Sales Order Create
1. Order Type: Standard Order Value: OR

5. Select
INQUIRY TAB
6. Enter the number of the Inquiry you just created
7. Select
8. PO number: Enter this exercise # (EX NN) to simulate the customers purchase order
ITEM OVERVIEW TAB
9. Select String_ _ _ (Check the box to the left of the line item)
10. Click on the schedule lines button on the bottom of the screen.
The system has determined the quantity available on the delivery date, and confirmed the
schedule line.
(BACK)
We can check the pricing on the material, for example:
11. Select Highkite_ _ _
12. Click and note the pricing
(BACK)
We can also adjust quantities for our sales order. For example:
The customer has requested that the quantity Highkite_ _ _ be increased to 15.
13. Change the quantity to 15 on this item
(ENTER)
(ENTER again, to acknowledge the warning that the Reference quantity of 10 was
changed to 15 each)
CONTINUED ON NEXT PAGE

Verify that both the quantity and net value are increased correctly
14. Record the Sales Orders Net Value $______________
(SAVE)
15. Record the sales order number ________________________

EXERCISE SD15: CHECK STOCK STATUS
This step allows you to obtain current availability of product.
1. Open a new session (or System Create session)

Keep this session open at the end of the exercise for later use !!!!
Logistics Materials Management Inventory Management Environment Stock

Stock Overview
2. Material: Chose a material from your sales order

4. Display version: All stock types Value: ______________
(EXECUTE) In the column Unrestricted use the current inventory is displayed

5. Double click on the line with your Plants stock. (A pop-up window is displayed showing
the details of the inventory by stock type at the plant.)
6. Note the sales orders quantity appears in the Sales orders stock type
7. Now check the scheduled for delivery quantity
8. Exit the detailed display window
9. Now go to your other session, and leave this session open. (Alt + Tab)

EXERCISE SD16: CREATE DELIVERY FOR SALES ORDER
At this time, youre ready to make delivery on a customer order. Creating the delivery brings
your order to the point where stock availability is re-determined, and the quantity of ordered
items is moved to a 'scheduled for delivery' status.
Logistics Sales and Distribution Shipping and Transportation Outbound

Delivery Create Single Document With Reference to Sales Order

1. Shipping point: Flya Kite Ship Point Value: ______________
2. Selection date: Enter a date 7 days from today
3. Order: Sales order number (from exercise SD14)
(ENTER)
The system defaults the items and quantities from the sales order that are scheduled to be
delivered.
4. Complete the following for each line item on the outbound delivery
a. Click on the line item (box to left of line item number to select entire row)
b. (DETAILS)
c. Picking Tab:
i. Verify system selected: Plant = Flya Kite Manufacturing Plant
ii. Storage Location for: String_ _ _ Shipping
Highkite_ _ _ Shipping
(BACK AFTER EACH PICKING TAB ENTRY)
5. When all line items checked for Plant and correct Storage Location shown
(SAVE)
6. Record the document number ____________________
CONTINUED ON NEXT PAGE

To recheck the stock status (see previous exercises):
7. Switch back to your other session that is still on the Stock overview.
(BACK)
8. Check the material number and check the plant number
(EXECUTE) again
The updated stock level is now displayed. Note that the quantity from the Sales Order stock
type has moved to the Schd. for delivery stock type.
Return to your first session by using Alt-Tab.

EXERCISE SD17: PICKING MATERIALS ON DELIVERY NOTE
The picking of materials function will indicate the quantity of the proposed materials per
delivery.

Delivery Change Single Document
1. Enter the delivery note number from exercise SD16.
(ENTER)
The material delivery quantity is proposed
2. Enter Pick quantity to match the proposed delivery quantity
Pick quantity = Delivery quantity
3. Check / Enter the storage location that contains each inventory line item
(check stock status if you dont remember)
(SAVE)
Return to your second session using Alt-Tab and
4. Recheck the stock status of the materials. Note that no change has occurred in the stock
status - the quantities are still in the Schd. for delivery stock type field.
5. Return to your first session and (EXIT back to SAP Easy Access Menu)

EXERCISE SD18: POST GOODS ISSUE
Creating the post goods issue reduces unrestricted stock to reflect the inventory shipped. It
also indicates a change of ownership of the goods. These goods have left your plant and are
now owned by your customer.

Delivery Change Single Document
1. Enter the delivery note number from exercise SD16.
2. Select
The system returns a message indicating the delivery note is now an outbound delivery.
To recheck the stock status (see earlier exercises):
3. Switch back to your other session that is still on the Stock overview.
4. Click to refresh this screen

Note the quantity from the Schd. for delivery stock type has disappeared and the
Unrestricted use stock quantity has been reduced.
Return to your first session and (EXIT back to SAP Easy Access Menu)

EXERCISE SD19: BILLING THE CUSTOMER
Once the 'post goods issue' has been generated, you can bill your customer for those goods.
Logistics Sales and Distribution Billing Billing Document Create
The system will default the last delivery document created (should be delivery document
number from exercise SD16).
(EXECUTE)
The system displays the customer and the materials on the delivery with total values to be
billed.
1. Record the total amount billed to the customer. $____________________
(SAVE)
The billing document number is displayed at the bottom of the screen.
2. Record the document number ________________________

EXERCISE SD20: REVIEW DOCUMENT FLOW
SAP allows us to see a whole transaction from beginning to end. For instance, we have
created an order with reference to a quotation, than to a delivery, post goods issue and
billing. To examine the flow, any one of those document numbers can be referenced, and the
document flow will show an audit trail of all documents tied to that number.
Logistics Sales and Distribution Sales Inquiry Display
1. Inquiry: Inquiry number from exercise SD13.

2. Select from Top Menu Bar: Environment Display document flow
The system displays a list of documents associated with the inquiry.
4. Click on the line of the GD goods issue: delvy ##
5. Select
The system displays the material document with a goods movement 601, which is the
movement type for goods issue to a delivery note (PGI).
7. Select to view the account postings for this goods movement.

(BACK) as often as needed to get back to the Document Flow screen
It can be seen from the document flow that:
A. The entire document flow is now shown.
i. Inquiry - highlight this line and select then
ii. Order - highlight this line and select then
iii. Delivery - highlight this line and select then
iv. Picking - n/a
v. GD goods issue - highlight this line and select then
vi. Invoice - highlight this line and select then
vii. Accounting document - highlight this line and select then
B. The business cycle is complete except for collection which is processed by Financial
Accounting (FI). This is why the Accounting document shows as Not cleared.
Note: You can view the document flow from the Display Sales Order or Display Delivery
screens as well.

EXERCISE SD21: CREATE SALES ORDER USING ITEM PROPOSAL
Western Toys, HQ calls in a weekly sales order, which normally has the same materials and
quantities. We will use the item proposal that we assigned to this customer earlier.

(ENTER)
5. Standard Order: leave blank
6. Sold-To Party: Western Toys, HQ_ _ _ Value: ______________
7. Ship-To Party: leave blank
8. PO Number: Enter this exercise number
9. PO date: leave blank
(ENTER)
10. Click the Item overview tab
11. To find the item proposal for this customer, select:
In the pop-up window, the system copies the number of the product proposal for this
customer
12. Select
13. Change the Order Quantity for String_ _ _ to 2000
14. Review the Availability screen for String_ _ _
(BACK)
(Continued on next page)

Review the pricing options:

15. Select the line item String_ _ _
16. Click and note the pricing
The material pricing includes the 5% discount from the customer-specific material pricing
record for >$500 and <$1500. Check the pricing for String_ _ _ to verify this discount Iis
applied.
(BACK)
(SAVE)
18. Record the sales order number ___________________________

EXERCISE SD22: CREATE SALES ORDER USING CUSTOMER INFO RECORD
The customer Northern Nicknacks always uses their own material numbers for the items they
buy from us. In an earlier exercise, we created a customer info record with Northern
Nicknacks' material numbers and our material number equivalents. We can now create a
sales order using their part numbers.

(ENTER)
5. Enter the sold-to party number for Northern Nicknacks_ _ _
6. Enter a purchase order number - the number of this exercise
(ENTER)
7. Select Ordering party tab
A new field appears in the Sales Order line item: Customer material no.
8. Enter the following customer materials and quantities:
Material
Customer Material Numb Order Quantity
(Leave blank)
SC1001 3000
SC1002 20
(ENTER)
The system references the customer material numbers and copies our equivalent material
number and all relevant data
(SAVE)
11. Record the sales order number _________________________

Chapter 5: Accounting/Controlling (FI/CO)
EXERCISE FI/CO01: CREATE GENERAL LEDGER B/S ACCOUNT
We will create a bank account manually. A bank account is an asset account located in the
Balance Sheet. In this exercise you create a General Ledger Account to be added to your
Chart of Accounts and Company code.

1. G/L Account: 10000_ _ _
(CREATE)
3. Account Group: Balance sheet accounts
5. Short Text: Bank_ _ _
6. G/L Acct Long Text: Bank_ _ _
Control Data TAB
8. Only balances in local crcy Only balances in local crcy
9. Line item display Line item display
11. Field status group: General balance sheet accounts Value: ______________
(SAVE)

EXERCISE FI/CO02: CREATE GENERAL LEDGER GR/IR ACCOUNT
This account is used for invoice verification


1. G/L Account: 31000_ _ _
(CREATE)
3. Account Group: Balance sheet accounts
5. Short Text: GR/IR-_ _ _
6. G/L Acct Long Text: Goods Receipt/Inventory Receipt-_ _ _
Control Data TAB
8. Check Only balances in local crcy
9. Tax category: All tax types allowed Value: ______________
10. Posting without tax allowed: Posting without tax allowed
11. Open item management: Open item management
12. Line item display : Line item display
14. Field status group: Material management GR/IR accounts Value: ______________
15. Post automatically only: Post automatically only
(SAVE)

EXERCISE FI/CO03: CREATE P/L ACCOUNTS
Now that the vendor account has been created, the corresponding rent expense account is to
be created in your chart of accounts using a reference account. Also, a utilities expense
account is to be created. Using a reference account copies much of the detail data from the
reference account to the account being created thus saving time making repetitive entries.


1. G/L Account: 78000_ _ _
3. Click on
4. G/L Account: Labor Value: ______________
(ENTER)
6. Change the description to Rent Expense_ _ _
7. Change the GL Account Long Text description Rent Expense Last Name
8. All other settings remain unchanged.
(SAVE)
9. G/L Account: 75000_ _ _
11. Click on
12. G/L Account: Labor Value: ______________
(ENTER)
14. Change the description to Utilities_ _ _
15. Change the GL Account Long Text description Utilities Last Name
(SAVE)
EXERCISE FI/CO04: CREATE GENERAL LEDGER P&L ACCOUNTS
To process billing we will need Profit & Loss Statement accounts for Sales Revenue and
Sales Discounts


1. G/L Account: 60000_ _ _
(CREATE)
3. Account Group: Profit and loss accounts
4. Select P&L statement acct
5. Short Text Sales Revenue _ _ _
6. G/L Acct Long Text: Sales Revenue_ _ _
Control Data TAB
8. Posting without tax allowed: Posting without tax allowed
9. Line item display: Line item display
11. Field status group: Revenue accounts Value: ______________
12. Post automatically only: Post automatically only
(SAVE)
* Repeat steps 1-12 substituting the following:
1. G/L Account: 61000_ _ _
5. Short Text Sales Discount_ _ _
6. G/L Acct Long Text: Sales Discount_ _ _

EXERCISE FI/CO05: RUN GL ACCOUNTS REPORT
This report will give you a summary of all accounts assigned to your company code.
Accounting Financial Accounting General Ledger Information System

General Ledger Reports Master Data G/L Account List SAP Minimal Variant

(EXECUTE)
2. Review the list of accounts
3. Scroll down to your bank account and PRINT THE SCREEN (IF INSTRUCTED TO DO
SO BY YOUR INSTRUCTOR)
4. Scroll down to your Sales Discount account and PRINT THE SCREEN (IF INSTRUCTED
TO DO SO BY YOUR INSTRUCTOR)

EXERCISE FI/CO06: CREATE PRIMARY COST ELEMENTS
Primary cost elements: are costs that arise through the consumption of goods and services
that originate from outside the company. They represent the link between FI and CO. This
exercise creates the linkage between FI cost elements (GL accounts in FI) and the cost
element categories to which they will link in CO.
Accounting Controlling Cost Element Accounting Master Data Cost Element

Individual Processing Create Primary
IF REQUESTED, SET CONTROLLING AREA TO FLYA KITE CORPORATION AND CLICK

ON ENTER
Create Primary cost elements for the listed expense accounts (use the following data to
create these cost elements):
1. Cost Element: 75000_ _ _

2. Valid From: 01/01/20yy to: 12/31/9999
(ENTER)
3. Name: Utilities_ _ _
4. Description: Utilities_ _ _
5. CElem category: Primary costs/cost-reducing revenues Value: ______________
(SAVE)
6. Cost Element: 78000_ _ _
7. Valid From: 01/01/20yy to: 12/31/9999
(ENTER)
8. Name: Rent Expense_ _ _
9. Description: Rent Expense_ _ _
10. CElem category: Primary costs/cost-reducing revenues Value: ______________
(SAVE)

EXERCISE FI/CO07: CREATE VENDOR MASTER RECORD
Flya Kite has rented new office space. The accountant in charge is requested to create a
new vendor account for the real estate company.
Accounting Financial Accounting Accounts Payable Master Records Create
1. Vendor: Leave blank

(ENTER)
4. Name: Ross Rockin Rentals_ _ _
5. Search term: Lease
6. Postal Code: 54321
7. City: (your creation)
11. Click on the More Fields button (located on the right side) of the Street Address
section.
(ENTER three times)

(ENTER)
(SAVE)
16. Record the Vendor Account no.___________________________

EXERCISE FI/CO08: G/L DOCUMENT ENTRY
You receive the utility bill for the month for the plant and it must be paid immediately. The bill
is for $1,000. The expense must be recorded in the General Ledger. It will be initially
charged to the Administration cost center and charged out to manufacturing cost centers
later.
Accounting Financial Accounting General Ledger Posting Enter G/L

Account Document
1. Document Date: Todays date Value: ______________

3. Company Code: Flya Kite Corporation (will default) Value: ______________
4. G/L acct: Utilities_ _ _ Value: ______________
5. D/C: Debit
6. Amount in doc. curr.: 1000
7. Cost center: Administration Value: ______________
On Next Line Enter:
8. G/L acct: Bank_ _ _ Value: ______________
9. D/C: Credit
(ENTER)
11. Use the button to see if the postings are correct (see example below)
(SAVE)
12. Record the document number.____________________________________
back to the SAP Easy Access menu reply Yes to the do you want to exit editing
message

EXERCISE FI/CO09: DISPLAY ACCOUNT BALANCES (OR LINE ITEMS)
Accounting Financial Accounting General Ledger Account

Display Balances (New)
1. Account Number: Utilities_ _ _ Value: ______________

(EXECUTE)
4. Examine the line items (see example below)
(BACK TWICE) to the SAP Easy Access menu

EXERCISE FI/CO10: POST VENDOR INVOICE
Ross Rockin Rentals_ _ _ has sent the invoice for the first months rent of $350. Please post
the invoice using the accounts you have created in your Company code.
INVOICE Ross Rockin Rentals_ _ _
CURRENT Month Rent
Total $350.00
Thank you
Accounting Financial Accounting Accounts Payable Document Entry

Invoice
1. Vendor: Ross Rockin Rentals_ _ _ Value: ______________

2. Invoice date: Todays date Value: ______________
3. Amount: 350
If Your Company Code did not default in, Select Edit Set Company Code and enter yours.
4. G/L account: Rent Expense_ _ _ Value: ______________
5. D/C: Debit
7. Cost center: Administration Value: ______________
(ENTER)
8. Use the button to see if the postings are correct (See following page for
example)
(SAVE)[Do not use either of these two buttons

.]
9. Record the document no._________________________________
(EXIT) respond Yes to the do you want to exit editing question
INSTRUCTOR NOTE: USE OBC4 TO CHANGE THE DEFAULT FIELD STATUS SETTING FOR PAYMENT
TERMS FROM SUPPRESSED TO OPTIONAL IF THE PAYMENT TERMS FIELD IS NOT AVAILABLE.


EXERCISE FI/CO11: DISPLAY ACCOUNT BALANCES (AND/OR LINE ITEMS)
Accounting Financial Accounting General Ledger Account

Display Balances (New)
1. Account Number: Rent Expense_ _ _ Value: ______________

(EXECUTE)
4. Double click on period balance to see line items (see following page for example)
To Display the Vendor account balance and line item
5. Create another session by the button or (System Create session)
Accounting Financial Accounting Accounts Payable Account Display

Balances
6. Vendor: Ross Rockin Rentals_ _ _ Value: ______________

8. Fiscal year: Current year Value: ______________
(EXECUTE)
9. Double click on period balance to see document (see following page for example)
Now you can switch between the sessions (Alt +Tab) to view the document from both sides.
BACK TO SAP EASY ACCESS MENU.


EXERCISE FI/CO12: POST OUTGOING PAYMENT
The invoice of Ross Rockin Rentals_ _ _ is due for payment now. You are requested to
clear the invoice amount by posting an outgoing payment using the bank account (no.
10000_ _ _) of your chart of accounts.

Outgoing Payment Post

Bank data:
2. Account: Bank_ _ _ Value: ______________
3. Amount: 350
4. Text: Invoice # 123
Open item selection:
5. Account: Ross Rockin Rentals_ _ _ Value: ______________
7. Select
8. Double click on the USD Gross Amount to be assigned (may not be required if there was
only one open item to be processed)
9. Check that the not assigned balance is zero.
(SAVE)
10. Record the document no._______________________
Go Back to the other session you have open (Alt Tab) or open one if you do not have
another one open by clicking
Accounting Financial Accounting Accounts Payable Account
Display/Change Line Items
11. Vendor account: Ross Rockin Rentals_ _ _ Value: ______________
13. Select Cleared items
(EXECUTE)
Close this second session when you are finished noting that the balance has been paid.
Exit to the SAP Easy Access Menu

EXERCISE FI/CO13: POST OUTGOING PAYMENT
The invoice of Toys-We-B_ _ _ (created in the Procurement Logistics exercises) is due for
payment now. You are requested to clear the invoice amount by posting an outgoing
payment using the bank account (no. 10000_ _ _) of your chart of accounts.

Outgoing Payment Post

Bank data:
3. Amount: 22000
4. Text: Toys-We-B_ _ _ Invoice # _ _ _
5. Account: Toys-We-B_ _ _ Value: ______________
7. Select
8. Examine the Not Assigned balance at the bottom. If balance is something other than
zero, double click on Amount under USD Gross to apply. Ensure full amount is applied.
(SAVE)
9. Record the document no._______________________
back to SAP Easy Access menu (respond Yes to the end editing menu)
Accounting Financial Accounting Accounts Payable Account
Display/Change Line Items
10. Vendor account: Toys-We-B_ _ _ Value: ______________
12. Select Cleared items
(EXECUTE)
13. Review for Open items
Exit to the SAP Easy Access menu

EXERCISE FI/CO14: RECEIVE PAYMENT FROM CUSTOMER
A sale to a Crosby Trinkets_ _ _ was processed and billed in the Sales Logistics system.
That customer has now received the invoice and sends you payment. The payment will be
posted to his G/L account.
Accounting Financial Accounting Accounts Receivable Document Entry

Incoming Payments

Bank data:
4. Amount: 1,245.00
5. Account: Crosby Trinkets_ _ _ Value: ______________
6. Select
7. If not assigned amount is not equal to 0.00, then double click on the USD Gross
amounts until the not assigned amount equals 0.00.
(SAVE)
8. Record the document number for this posting ________________

Logistics Sales and Distribution Sales Inquiry Display
9. Enter your inquiry number (from the sale in SD13 to Crosby Trinkets_ _ _).
10. Select Menu: Environment Display document flow
This will show the entire transaction from the original customer inquiry up through the
collection of the customers payment.

EXERCISE FI/CO15: CREATE DISTRIBUTION CYCLE
Distribution accomplishes the charging of primary costs from a collection cost center to all of
the cost centers that benefit from the incurrence of that primary cost. Periodically, usually at
the end of the month, the primary cost element will be allocated (charged) to the receiving
cost objects. The distribution process distributes the balance(s) from the original sender(s) to
the receivers. The original sender account is credited and the original receiver account is
debited by the distribution. In this manner the distributed primary cost retains its identity in
the receiving cost objects expense list.
Accounting Controlling Cost Center Accounting Period-End Closing Single

Functions Allocations Distribution
1. Top Menu Bar Extras Set Controlling Area

Flya Kite Corporation (if requested) Value: ______________
2. Period: January to December Value: ______________
4. Top Menu Bar Extras Cycle Create
a. Cycle DST_ _ _
b. Starting date: 01/01/20yy
(ENTER)
5. Text: Monthly Distributions
Make sure Indicators field does not have Iterative checked!
6. Select:
7. Segment Name and Description: Rent Distribution of Rent
Segment Header Tab: Accept defaults
Senders/Receivers Tab:
8. Sender: (From)
a. Cost Center Administration Value: ______________
b. Cost Element Rent Expense_ _ _ Value: ______________
9. Receiver: (Group)
a. Cost Center Group Headquarters Group Value: ______________

Receiver Tracing Factor Tab:

10. Var. portion type: Actual Statistical Key Figures
11. Click on to acknowledge message to maintain fields for statistical key figures
Selection criteria (for Tracing factors)

12. From - Stat. key fig.: FLSQFT
(BACK) to the Execute Actual Distribution: Initial Screen (Three times)
Save when asked whether to save cycle. YES or (SAVE)

13. Enter cycle DST_ _ _
14. Start Date 01/01/20yy
(EXECUTE) the distribution cycle with the Test run indicator checked
15. Double click on the warning indicator
Note: IF THIS IS NOT THE FIRST MONTH OF THE YEAR, you should expect warning
messages indicating that the system can not find input data for the months previous to the
current month.
on the warning message to exit the message

16. Double click on the Monthly Distributions line
17. Review the distribution (see following page for example)
After the distribution cycle has been executed without any unexpected errors, click and
click on YES to exit the list. Click again and reply YES to leave the list for the Basic List
screen. You should now be on the Execute Actual Distribution: Initial Screen
19. Remove the check from the Test run indicator
(EXECUTE) the distribution cycle again and check it out by repeating the reviewing
steps above. After review back out to the SAP Easy Access Menu.
NOTE: The first time in the system may trip an error. Upon opening the error, there are instructions that you must execute
report RK811XST. This can be accomplished from the Error dialog box by double clicking on the proceed button (red
lettering at bottom of error message). Click on the line item message and drop down in error message until highlighted red
run report visible.

EXERCISE FI/CO15 EXAMPLE:

EXERCISE FI/CO16: REVIEW ACTUAL LINE ITEM REPORT
This exercise allows you to see how the rent expense cost element has been distributed to
the various receiving cost objects using the statistical key figure set up as the basis for the
distribution.
Accounting Controlling Cost Center Accounting Information System

Reports for Cost Center Accounting Line items Cost Centers: Actual Line Items

ON ENTER
1. Cost Center Finance to Assembly Line Value: ______ ______

2. Cost Element Rent Expense_ _ _ Value: ______________
3. Posting Date 01/01/YYYY to Last day of current month/year
(EXECUTE)
4. Review the report SEE BELOW FOR EXAMPLE

EXERCISE FI/CO16 EXAMPLE:

EXERCISE FI/CO17: CREATE ASSESSMENT CYCLE

With assessment both primary and secondary postings can be allocated. You can define
cost allocation by assessment if the composition of costs is not important for the receiver
for example, receiver cost centers rarely require detailed breakdowns of cafeteria costs. In
our case, certain charges from the local utility company are known to be exclusively
attributable to the Manufacturing cost centers. Therefore, once a month the utility charges
are assessed from the Administration cost center to the Manufacturing cost centers.
Accounting Controlling Cost Center Accounting Period-End Closing

Single Functions Allocations Assessment
1. Top Menu Bar ExtrasSet Controlling Area

Flya Kite Corporation (if requested) Value: ______________
2. Period: January to December Value: ______________
4. Top Menu Bar Extras Cycle Create
o Enter ASM_ _ _
o Starting date: 01/01/20yy
(ENTER)
5. Text: Monthly Assessments
Note: Make sure Indicators field does not have Iterative checked.
6. Click
7. Segment Name: Utilities
8. Text: Assessment of Utilities
Segment Header Tab:

9. Assessment CEle: Assessed Costs Value: ______________
Receiver tracing factor:
10. Receiver rule: Fixed percentages
Senders/Receivers Tab:
11. Sender:
a. Cost Center: Administration Value: ______________
b. Cost Element: Utilities_ _ _ Value: ______________
12. Receiver:
a. Cost Center Group: Manufacturing Group Value: ______________

Receiver Tracing Factor Tab:

13. Cost Ctr Portion/percent
P010 50
P020 25
P030 25
(SAVE)
(BACK) to the Execute Actual Assessment: Initial Screen 3 times

14. Respond Yes to Do you want to save the cycle?
15. Enter cycle ASM_ _ _
16. Starting date 01/01/20yy
(ENTER)
(EXECUTE) the assessment cycle with the Test run indicator checked
17. Double Click on Monthly Assessments on Actual Assessments Basic List
18. Check assessments for accuracy (see following page for example)
(BACK)
20. After the assessment cycle has been executed without any errors, remove the check from
the Test run indicator
(EXECUTE) the assessment cycle again.
Exercise FI/CO17 Example:

EXERCISE FI/CO18: REVIEW ACTUAL LINE ITEM REPORT
Review how the utility expenses have moved from cost center to cost center as assessed
costs with no indication as to coming from the utilities cost element 750000.
Accounting Controlling Cost Center Accounting Information System

Reports for Cost Center Accounting Line Items Cost Centers: Actual Line Items

ON ENTER
1. Cost Center: Administration to Receiving Area Value: ______ ______

2. Cost Element: Assessed Costs Value: ______________
(EXECUTE)
3. Review the report

Chapter 6: Human Capital Management (HCM)
EXERCISE HR01: CREATE AN ORGANIZATIONAL STRUCTURE
You want to create an organizational structure for Flya Kite comprised of five typical
functional areas of business.
Human Resources Organizational Management Expert Mode Simple

Maintenance Create
Note: If Plan version Current plan was set information message is received, click
OK to bypass.
1. Organizational unit Abbr.: _ _ _FL (_ _ _ is Student Assigned Number)

2. Name: _ _ _Flya Kite
3. Validity period: 01/01/current year To 12/31/9999
4. Overall view checked
5. (CREATE)
(BACK TO SAP EASY ACCESS MENU)

Maintenance Change
6. Highlight (Single Click) the _ _ _ Flya Kite organizational unit
7. (CREATE)
Abbr. Name
_ _ _Mfg _ _ _Manufacturing
_ _ _HR _ _ _Human Resources
_ _ _Sls _ _ _Sales
_ _ _Purch _ _ _Purchasing
_ _ _Acc _ _ _Accounting
(SAVE)

EXERCISE HR02: CREATE JOBS AND POSITIONS FOR FLYA KITE
Flya Kite now has a basic structure with five departments. You now want to create jobs and
positions for these departments.

Maintenance Change
1. Click bar.
2. Highlight (Single Click) name of organizational unit
_ _ _Manufacturing
3. Click bar.
4. Click Note: Do not fill in any data fields before clicking on the
create jobs bar.
5. Enter the following information:

Abbr. Name
_ _ _Con _ _ _Controller
Click Create (Enter).
6. Enter the following information in the Position section:

7. Position:
Abbr. _ _ _MRP Con
Name _ _ _MRP Controller
Number of requested positions 1
Validity of positions 01/01/current year to 12/31/9999
(SAVE)
8. Click folder at left of _ _ _Manufacturing. (Note: Position of HRMRP Controller is created
in yellow.)
_ _ _Human Resources

10. Click bar.
create jobs bar.

Abbr. Name
_ _ _HR Mgr _ _ _Human Resources Manager
13. Enter the following information in the Position section (if not already present):
14. Position:
Abbr. _ _ _HR Mgr
Name _ _ _Human Resources Manager
(SAVE)
15. Click folder at left of _ _ _Human Resources. (Note: Position of Human Resources
Manager is created in yellow.)
_ _ _Sales
17. Click bar.
create jobs bar.

Abbr. Name
_ _ _Sls Eng _ _ _Sales Engineer

21. Position:
Abbr. _ _ _Sls Eng
Name _ _ _Sales Engineer
(SAVE)
22. Click folder at left of _ _ _Sales. (Note: Position of Sales Engineer is created in yellow.)
_ _ _Purchasing
24. Click bar.
create jobs bar.

Abbr. Name
_ _ _HRSC Buy _ _ _Supply Chain Buyer
28. Position:
Abbr. _ _ _SC Buy
Name _ _ _Supply Chain Buyer
(SAVE)

29. Click folder at left of _ _ _ Purchasing. (Note: Position of Supply Chain Buyer is created in
yellow.)

_ _ _Accounting
31. Click bar.
create jobs bar.

Abbr. Name
_ _ _Acct _ _ _Accountant
35. Position:
Abbr. _ _ _Acct
Name _ _ _Accountant
(SAVE)
36. Click folder at left of _ _ _Accounting. (Note: Position of Accountant is created in yellow.)

EXERCISE HR03: REVIEW ORGANIZATIONAL STRUCTURE
You have created a structure with departments, jobs and positions, and can now review the
structure of Flya Kite.

Maintenance Display
1. Organizational Unit: _ _ _FL
(ENTER)
2. Click bar
3. Highlight (Single Click) _ _ _Flya Kite organizational unit
4. Click Expand icon

5. View Organizational Structure of _ _ _Flya Kite
Click Back icon twice and record organizational unit number

6. _ _ _Flya Kite Organizational Unit # Value:_________________

EXERCISE HR04: REVIEW ORGANIZATIONAL CHART
Through the graphics capability in SAP R/3, you can view your structure in the format of an
organizational chart. You can also see various options accompany the graphics, such as
assigning different colors, viewing details, etc.
Information Systems Human Resources Reports Organizational Management

Organizational Unit Organizational Structure Organizational Structure with
Positions
1. Organizational Unit: Organ. Unit # for _ _ _FL Value:_______________
(EXECUTE)
2. Click on the box to the left of _ _ _Flya Kite to highlight the entire line
3. Click Structural Graphics icon
4. Click Maximize icon
5. Click Detail<->Overview and View Options buttons to experiment with different views of
the organizational chart
OptionsColor Assignment
6. Click various options to view changes in frames, shading, text, color, etc.
(CANCEL)
7. Click to Pop-Up Box Inquiry: Do you want to leave structural graphX?


EXERCISE HR05: ENTER JOB EVALUATION RESULTS FOR JOBS
You realize the importance of internal alignment and internal equity among your jobs. Using
the Hay Point System of job evaluation, you will assign job evaluation points to the jobs in
your organization.
Human Resources Personnel Management Compensation Management

Administration Job Pricing
Enter the following information, as prompted:
1. For organizational unit: Organ. Unit # for _ _ _Flya Kite Value:_______________

2. Key Date: Todays date Value:_______________
3. Currency: US Dollar Value:_______________
4. Time unit: Annually
(EXECUTE)
5. Double Click _ _ _Controller job (MRP Controller Position)
6. Click Valuation tab, if prompted
7. (CREATE)
8. Evaluation points: 1000
9. Evaluation group: Hay Evaluation
10. Select Benchmark job
(SAVE)
Click Refresh (Enter).
11. Using steps 1-10 enter the following information to create Job Evaluation results for the
remaining jobs:
Job Job Evaluation Points
a. _ _ _Human Resources Manager 800
b. _ _ _Sales Engineer 750
c. _ _ _Supply Chain Buyer 700
d. _ _ _Accountant 850

EXERCISE HR06: ENTER PAY GRADES FOR JOBS
Based on your internal job evaluation data, you are now ready to develop pay grades for the
five jobs in Flya Kite.
Human Resources Personnel Management Compensation Management

Administration Job Pricing
Enter the following information, if prompted:

1. For organizational unit: Organ. Unit # for _ _ _Flya Kite Value:_______________
2. Key Date: Todays date Value:_______________
3. Currency: US Dollar Value:_______________
4. Time unit: Annually
(EXECUTE)
5. Double Click _ _ _Controller job
6. Click Planned comp. tab
(CREATE)
Enter the following information (using drop down arrow for options):
7. Ctry Grouping: USA
8. Pay grade type: Managerial Value: ______________
9. Pay grade area: Huntsville Value: ______________
10. Pay grade: SAL03
11. Pay grade level: 01 to 01
(SAVE)
12. Using steps 1-12, enter the following information to create Pay Grades for the remaining
jobs:
Job Pay Grade Pay Grade Level
a. _ _ _Human Resources Manager GRD01 05 to 05

b. _ _ _Sales Engineer GRD01 05 to 05
c. _ _ _Supply Chain Buyer GRD01 04 to 04
d. _ _ _Accountant SAL02 01 to 01

EXERCISE HR07: ENTER INITIAL APPLICANT DATA
You have advertised the vacant position of MRP Controller and have received some
applications. You want to enter initial data for one of the applicants.
Human Resources Personnel Management Recruitment Appl. master data

Initial data entry
Enter the following information (use drop down arrow for options):
1. Start: One week prior to today Value: ______________

2. Reason: New Application Value: ______________
3. Pers.area: Texas Value: ______________
4. Subarea: Huntsville Value: ______________
5. Ap. group : Active (external) AP Value: ______________
6. Appl. Range: Managerial staff Value: ______________
7. Pers. off.: Mike Hire Value: ______________
8. F. name: ______________ (your own creation)
9. Last name: ______________ (your own creation)
10. Street: ______________ (your own creation)
11. PC/City: 77340 / Huntsville
12. Country: United States Value: ______________
13. Advert: FAZ Value: ______________
(SAVE)
Note: If you receive a warning about the standard text does not have the correct format
for SAPscript, click enter to accept.
14. Note Message at bottom of screen:
Action Initial Entry of Basic Data for Applicant _ _ Executed Value:______________

EXERCISE HR08: HIRE AN APPLICANT
You have decided to offer a contract to this applicant.
Human Resources Personnel Management Recruitment Appl. master data

Applicant actions
Enter the following information, if prompted:
1. Applicant no.: (Recorded in Exercise 7) Value: ______________

2. From: Monday of the current week Value: ______________
3. Select Offer applicant contract button (highlight in color)
(EXECUTE)
4. Valid date 01/01/current year To 12/31/9999
(SAVE)
Note: If you receive a message: This entry deletes a record, click OK then Save
again.
Note: If you receive a warning about the standard text does not have the correct format
for SAPscript, click enter to accept.
Note: If you receive an error that the Personnel number ######## is not found in
employee database, record the number (########) and click enter. Delete the
number (########) from the Responsible list (on the Planned activity: create screen)
Click enter to create the record.

Flya Kite Fully Integrated Case - Student Exercises

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ALL MATERIALS FROM SAP LIBRARY ADAPTED

(MM, PP, SD, FI/CO, HR)

Flya Kite Case:

Sam Houston State University

2010 Ross Quarles and Fawzi Noman Page: 1

Chapter 2: Procurement Logistics (MM)

EXERCISE MM01: CREATE GENERAL LEDGER RECONCILIATION ACCOUNT

Accounting Financial Accounting General Ledger Master Records G/L

Enter the following information:

1. G/L Account: 30000_ _ _

2. Company Code: Flya Kite Corporation Value: ______________

Back to the SAP Easy Access Menu

2010 Ross Quarles and Fawzi Noman Page: 2

EXERCISE MM02: CREATE VENDOR MASTER ACCOUNTING RECORDS

Accounting Financial Accounting Accounts Payable Master Records Create

1. Vendor: Leave blank

Back twice to SAP Easy Access Menu

2010 Ross Quarles and Fawzi Noman Page: 3

EXERCISE MM03: CREATE VENDOR MASTER PURCHASING RECORDS

Logistics Materials Management Purchasing Master Data Vendor

Create a purchasing view for your Widgets and Things_ _ _ vendor.

1. Vendor: Widgets and Things_ _ _ Value: ______________

2. PurchasingOrganization: FLPurchasing Dept. Value: ______________

3. Account group: Vendor (int. number assgnmnt) Value: ______________

5. Terms of paymnt: Payable immediately Due net Value: ______________

Back to SAP Easy Access Menu

2010 Ross Quarles and Fawzi Noman Page: 4

EXERCISE MM04: CREATE VENDOR MASTER RECORDS CENTRALLY

Logistics Materials Management Purchasing Master Data Vendor Central

Create all views for a new vendor called Toys-We-B_ _ _.

Back to SAP Easy Access Menu

2010 Ross Quarles and Fawzi Noman Page: 5

EXERCISE MM05: CREATE MATERIAL MASTER FOR RAW MATERIALS

READ ENTIRE EXERCISE BEFORE STARTING YOUR INPUT.

Logistics Materials Management Material Master Material Create (Special)

1. Industry sector Retail

3. Select Create views selected

(continued on next page)

2010 Ross Quarles and Fawzi Noman Page: 6

a. Insert material name from table below

b. Press DATA button to bring up the Basic Data 1 view

d. Insert information below for the material in the Purchasing view

e. Insert information below for the material in the Accounting 1 view

f. Insert information below for the material in the Costing 1 view

Back to SAP Easy Access Menu

2010 Ross Quarles and Fawzi Noman Page: 7

EXERCISE MM06: CREATE MATERIAL MASTER FOR TRADING GOODS

READ ENTIRE EXERCISE BEFORE STARTING YOUR INPUT.

Logistics Materials Management Material Master Material Create (Special)

1. Industry sector Retail

3. Select Create views selected

Top Menu Bar Defaults Organizational Levels

(continued on next page)

2010 Ross Quarles and Fawzi Noman Page: 8

a. Insert material name from table below

b. Press DATA button to bring up the Basic Data 1 view

f. Insert information below for the material in the Costing 1 view

Tabs Basic Data 1 Purchasing Accounting 1 Costing 1

Back to SAP Easy Access Menu

2010 Ross Quarles and Fawzi Noman Page: 9

EXERCISE MM07: CREATE MATERIAL MASTER FOR FINISHED PRODUCTS