Re-Inventin g the Business School

Traditional Model The traditional model used to manage a business is based on the paradigm of the General Ledger and the calculation of Net Earnings for the stockholder. All decision making is based on the predicted effect the outcomes will have on earnings and the attendant stock price. This model has several serious shortcomings:

Ignores crucial non-monetary factors such as quality and customer satisfaction. Transactions and data only enter the system when monetary values can be assigned. Serious Lags exists making the paradigm better at autopsies than dynamic management. Values are subject to arbitrary allocations related to reporting requirements. System depends on values based on currencies valued in the past.

EMT Model

This model seeks to maximize custome r perception of value added through the use of best business practices and real time control. Managers provide creativity and direction. This is generally equivalent to increasing customer demand inelasticity and simultaneously minimizing costs.

Main Components

Customer Relatio ns o Sales Support o Delivery o Billing o Credit Logistics o Procurement o Production o Materials Mgt. Human Resources o Payroll o Organization o Hiring Treasury o Commitments o Investments o Currencies

What is SAP? SAP is the leading Enterprise Information and Management Package worldwide. Use of this package makes it possible to track and manage, in real-time, sales, production, finance accounting and human resources in an enterprise. What is the connection between the Kania School of M anagement and SAP America? SAP America and the Kania School of Management have entered an educational alliance in which SAP provides the software and training for faculty, the Kania School provides the computer hardware and network assets. The end result of the the alliance is the integration of the use of the SAP system into business courses so that students can develop an awareness of the Enterprise Management Systems. What Makes SAP different ? Traditional computer information systems used by many businesses today have been developed to accomplish some specific tasks and provide reports and analysis of events that have already taken place. Examples are accounting general ledger systems. Occasionally, some systems operate in a "real-time" mode that is, have up to date information in them and can be used to actually control events. A typical company has many separate systems to manage different proces ses like production, sales and accounting. Each of these systems has its own databases and seldom passes information to other systems in a timely manner. SAP takes a different approach. There is only one information system in an enterprise, SAP. All applications access common data. Real events in the business initiate transactions. Accounting is done automatically by events in sales and production. Sales can see when products can be delivered. Production schedules are driven by sales. The whole system is designed to be realtime and not historical. SAP structure embodies what are considered the "best business practices". A company

implementing SAP adapts it operations to it to achieve its efficiencies and power. The process of adapting procedures to the SAP model involves "Business Process Reengineering" which is a logical analysis of the events and relationships that exist in an enterprise's operations. SAP Application Modules SAP has several layers. The Basis System is the heart of the data operations and should be not evident to higher level or managerial users. Other customizing and implementation tools exist also. The heart of the system from a manager's viewpoint are the application modules. These modules may not all be implemented in a typical company but they are all related and are listed below:

FI Fi nancial Accounting--designed for automated management and external reporting of general ledger, accounts receivable, accounts payable and other sub-ledger accounts with a user defined chart of accounts. As entries are made relating to sales production and payments journal entries are automatically posted. This connection means that the "books" are designed to reflect the real situation. CO Controlling--represents the company's flow of cost and revenue . It is a management instrument for organizational decisions. It too is automatically updated as events occur. AM Asset Management--designed to manage and supervise individual aspects of fixed assets including purchase and sale of assets, depreciation and investment management. PS Project System--is designed to support the planning, control and monitoring of longterm, highly complex projects with defined goals. WF Workflow--links the integrated SAP application modules with cross-application technologies, tools and services IS Industry Solutions--combine the SAP application modules and additional industryspecific functionality. Special techniques have been developed for industries such as banking, oil and gas, pharmaceuticals, etc. HR Human Resources--is a complete integrated system for supporting the planning and control of personnel activities. PM Plant Ma intenance--In a complex manufacturing process maintenance means more than sweeping the floors. Equipment must be services and rebuilt. These tasks affect the production plans. MM Materials Management--supports the procurement and inventory functions occurring in day-to-day business operations such as purchasing, inventory management, reorder point processing, etc. QM Quality Management--is a quality control and information system supporting qu ality planning, inspection, and control for manufacturing and procurement. PP Production Planning--is used to plan and control the manufacturing activities of a company. This module includes; bills of material, routings, work centers, sales and operations planning, master production scheduling, material requirements planning, shop floor control, production orders, product costing, etc. SD Sales and Distribution--helps to optimize all the tasks and activities carried out in sales, delivery and billing. Key elements are; pre-sales support, inquiry processing,

quotation processing, sales order processing, delivery processing, billing and sales information system.

Each of these Modules may have sub-modules designed for specific tasks as detailed below. System-Wide Features SAP uses certain system wide features that should be unde rstood at the outset. These are used to logically, safely and flexibly organize the data in a business enterprise.

Customizing-- is the configuring of the system to represent your organization's legal structure, reporting requirements and business processes. Internal reporting is a managerial tool in the daily operations. External reporting is required by governmental units controlling the legal structure of the corporation, such as, the IRS state taxing authorities, SEC etc. Organizational Elements o Financial- client is a legal and organizationally independent unit at the highest level in SAP company is an independent legal entity within a client business areas are used to produce profit and loss statements and

balanced sheets across marketing lines < /LI> Materials Management Purchasing units Plants o Sales and Distribution Sales Organization Distribution channel Division Master Data is records that remain in the database over an extended period of time. Exam ples: o Customer Master o Vendor Master o Material master o Account Master This structure eliminates redundant data and is shared by all SAP Modules. It is a critical aspect of the robustness of the system.
o

Employee Self Service--your employees have access to the own HR records over the Internet. Classification is the assignment of object s to a class. Each class has standard characteristics. Matchcodes are query tools used to find specific information using search methods. Security is administered for objects, profiles and authorizations. Users are only authorized to see or change the parts of the system required by their job responsibilities.

Business Processes and SAP Functionality In order to u nderstand a system like SAP a thorough understanding of the events and relationships that take place in a business is required. It is not enough to just realize the Sales, Production, Finance and Accounting have jobs to do in a business. The exact details of each action, the timing of that action and its interrelationships with every other process must be understood. In many large operations there may be no person that has a complete grasp of the situation. Before an operation can be automated or computerized a thorough study of the business must be undertaken. This task is called Business Process Engineering.

Sequential Walk Through

Sales Pre-sales activity--planning and availability support for the sales personnel Sales Order--The actual entry of the sales order into the system done by the salesperson at the point of sales perhaps using a PC and Internet connections. o Determining where the most efficient source of the ordered product is in inventory and shipping it. o Delivery o Customer Billing o Customer Payment Production o Sales and Operations Planning SOP where the sales forecasts are used in a production planning model to check feasibility. o Master Production Scheduling MPS--The actual pla n for the whole production process o Material Requirements Planning MRP--Where the production plan is actually converted into raw materials input requirements. o Planned Order--When materials are available and capacity exists this plan is created and then converted into a o Production Order. o Shop Floor Control where the actual production takes place and is registered into the system as finished goods.
o o

Purchasing Requisition--Once the Production manager plans to manufacture something a requisition for the raw materials required but not on hand must be prepared. Vendor Selection--made by the purchasing department Purchase order sent goods receipt increasing inventory Invoice verification as it is received from vendor Payment to vendor. < LI>Finance and Accounting

Sales events must be captured at the proper time into the ledger system Inventory must be adjusted to match goods shipped Inventory must be adjusted to match raw materials received Inventory must be adjusted to move value from raw materials to work in process Inventory must be adjusted to increase finished goods when they are produced Accounts Pa yable must be set up for purchases Accounts Receivable must reflect goods billed but not yet paid for

Business Process Engineering must not only identify all these steps but must also find the most efficient way to minimize redundant actions. For example, when sales are made, inventory and manufacturing plans should be automatically updated. When manufacturing plans are updated raw materials should be automatically orde red from vendors. When finished goods are shipped customers should be automatically billed at the same instant. Real situations are far more complex than the simple explanation above. Quick Tour of the SAP User Interface

The SAP R/3 system presents a Windows interface with several of the familiar Windows functions for screen manipulation. The apparent simplicity of the interf ace hides the power of the menus residing within the menubar at the top of the screen. The initial screen shows a menubar with the following selections. The first level sub menus are listed below to give you an idea of where to start:
o

Office

Workplace Telephone Integration Appointment Calendar Room Reservations Start Workflow

Business Documents

< /LI>
o

Logistics Materials Management Sales/distribution Logistics Execution Production Production-process Plant Maintenance Customer Service Quality Management Logis. controlling Project Management Environment Health & Safety Central Functions Accountin g Financial Accounting Treasury Controlling Enterprise Control Investmt Mgt. Project management Real Estate Human Resources Managers Desktop Personnel admin. Time management Payroll Training and Event Management Organizational Management Travel Information system Information Systems Executive Information Systems Logistics Accounting Human Resources Project System Ad Hoc Reports General Report System Tools ABAP/4 Workbench Accelerated SAP Administration

ALE Business Communication Business Documents Business Framework Business Workflow CCMS Web Development SAPScript Hypertext Find

This set of web based exercises is designed for students taking the Computer Literacy course designed for business majors. 1. 2. 3. 4. Introduction Logging In and Looking Around Knowing Your Customer Sales to a Customer

SAP belongs to a special class of computer tools called Enterprise Resource Planning programs. The nature of these programs is quite different from other computer tools. They are unbelievably complex and not especially user friendly. However they are the preferred system for managing large enterprises. You will have to work with them in most businesses. Since they deal with all of the practical aspects of business processes they can be an excellent way to see how businesses really work. It is because of this practical detail that they are introduced early in your business education. You will return again and again to SAP in advanced courses to learn the application of more advanced techniques. This set of web based exercises is designed for students taking the Computer Literacy course designed for business majors.

We will not even try to explain everything that shows up on the screen in this orientation. SAP is not a watered-down version of the real business system. Because it integrates all business processes you will see many things you do not understand initially. Just think of these mysteries as goals to be achieved eventually.
Where SAP fits into the Scheme of Things Computer System Functions

You need to be able to recognize the differences in these types of programs or systems. Be prepared to explain what is different about these systems and how they run on computers and networks. 1.
o o o

Doom--A shoot-em-up combat game for one or more players. Solitaire--A boring way to waste time. Pinball--Some people are addicted to these advanced time wasters. Encarta--Where to start looking things up if you can spell. IE and Firefox--Key to the internet. Word--Microsoft's standard for word processing. Excel--Organize your thinking with spreadsheets. Access--PC oriented database software. Powerpoint--Your security blanket for presentations. Cakewalk--Sequencing software for musicians. Fireworks--Creates graphics for web pages. e-mail--How did we live without it. Calendars--So everyone can see when you take the afternoon off.

2.
o o

3.
o o o o o o o o

4.
o o

SPSS--Professional results from statistics, assumes you know something. MAPLE--Solves those nasty equations for you.

5.
o o

SAP--The standard in ERP systems. Peoplesoft--Another ERP system.

6.

IIS-- An example of a Business Web Server from Microsoft.

Smart business students knows about all these systems before they graduate.
Business Needs

Think of a relatively simple business where customers order things from you. It doesn't matter whether you have a store in the mall, mailorder or e-commerce operation. What do you need to control your business? You need to guide the actions you and your customers take, and, you need an accurate record of what is going on. You need to:

Identify who the customer is. know what merchandise is available. record the sale. ship the merchandise. send a bill. record customer payment. order merchandise for your stock. receive merchandise into inventory. receive the bill for the merchandise you ordered. pay the bill for the merchandise you ordered. know your employees. pay your employees. etc.

These are called business processes. SAP is an essential part of these business processes. Whenever one of these actions takes place the SAP system knows about it. The SAP system defines how you will accomplish these business processes. This tutorial covers some of the basics of the business processes defined above.
Keep these concepts in mind as you go through the exercises:

Enterprise System Functions 1. Control and Document Actions--See how the system requires specific action to complete tasks. You will be told to enter some data without an explanation of what it means. The explanation will come later. We are trying to keep it simple but SAP is not simple it is complete.

2. Analyze performance--We will do a little of this. Most of this will be accomplished through Financial and Managerial Accounting. For now just pay attention the the processes going on. 3. Plan for the future--SAP really contains a model of your business and all its relationships. You can plan for the future by seeing how it reacts to possible events in the future. This is very powerful and will be covered in some of your advanced courses.
SAP Features

1. Many users on one application. This makes SAP more like an interactive game played on the computer than like word processing or spreadsheet work. Everyone is in the game at once. What happens is the result of everybody's moves. 2. System owns the data. Once actions happen they are recorded permanently. They cannot be erased. They can be changed but the system always remembers everything that happened. This is completely different from a PC system where you can delete anything you want. 3. Limited Authorization. Each user is only allowed to make the moves their job requires. Sort of like chess. 4. Document Principle. Each action is recorded with a unique document number. You can search back through the chain of events easily. 5. One database and system for all events. 6. Real-time--means everyone in the world that is authorized to u se the system can see the effect of everyone else's work instantly. 7. This set of web based exercise s is designed for students taking the Computer Literacy course designed for business majors.
8. Logging In and Looking Around

9. There is no substitute for practice so let's get right to work by logging into the SAP R/3 system and looking around to see how it is set up. You can only get to SAP at the University of Scranton by using a computer that is connected to the internet and has SAPGUI installed on it. SAPGUI means SAP Graphical User Interface 10. . This program is just a special browser to see SAP. 11. We will follow the pattern of telling you what to do with a simple explanation. We will also show you a box that contains the specific entry to made in a box in SAP.
Field Name This is the name in front or over the white box in SAP Input Data This is what you will

type

12. Go to the start menu and KSOM Tools find the SAP Login Icon 13. Click on the SAP4.7 icon. This will connect you the SAP Server which is a separate computer in the building. 14. An uninteresting blue screen will appear. 15. Enter the data below.
Field Name&n Input Data bsp; Client User Password 800 Enter the data given to you by your instructor in class. Enter the data given to you by your instructor in class.

16. Select the Checkmark Button. 17. Maximize the SAP screen. 18. The top of the screen [dark blue] contain s the system menu. 19. Click on the MENU in the main menu bar and slowly move the cursor across the menu and observe the drop down menus. . 20. On the lower left side of screen contains the branches to all the job oriented tasks in the company. 21. Click on the little triangle next to Logistics 22. Here is a sample. 23. MENU PATH 24. Logistics>Material Management>Inventory management> Environment > Stock > Plant stock availability
Field Name Material Input Value 1400-500

25. Select the EXECUTE button 26. You will see a list showing the number of 1200cc Motorcycles available throughout the company. If you were a salesperson you would be interested in this quantity. 27. Now select the back icon, until you get back to the main menu. 28. See if you can find out how many helmets with material #99-120 are in stock. Where are they?
29. LOGGING OFF!

30. You must always log off from your SAP R/3 session! 31. MENU PATH 32. System>Logoff 33. Select Yes to end the session.

Knowing your customer

When your purchase something at a store, or over the telephone, or on the internet the merchant will ask you for credit card. Why? The credit card is the most common example of a MASTER RECORD. The credit card is the reference to an agreement that you signed. It contains your transaction identity. A reference to it in a transaction will bring all the necessary information immediately into the transaction. If you did not have the credit card and did not have cash then the merchant would have to trust you directly and build an identity for you. You certainly don't want to do this for each transaction. You want to do it only once and then link each transaction to it. That is what is called a master record. Information about something that does not change and is used over and over again. This column contains the standard instructions for creating a customer master record. MENU PATH Logistics>Sales/Distribution>Master data>Business partners> Customers> Create> Complete Enter the following data: This is the first step in the record building process where you assign a unique name to the customer. The menu path tells you where to click the mouse. Each student must create a unique name. The allowable length of the name is controlled elsewhere. Follow the directions. Fill in the rest of the values exactly as given. They will not be explained in this exercise. Field Name Input Data Account Group Customer 15XXX Company Code 3000 Sales organization 3000 Distribution channel 10 Division 00 Reference Customer 34998

This column contains some explanations to help you get started .

Select the enter icon Address Tab After you select the enter Icon in the previous step you will be automatically presented with a series of screens that will help you fill in all the information needed for this type of master record. If you get an error instead of the "Create Customer Address" screen you made a mistake in the first step. You can be creative in entering the name and address. Be aware that the program will later check the zip code against the state for tax purposes so don't make up fictit ious entries. If you are curious you can click on the arrow by the box to be filled in to see the possible entries the system will allow. You don't have to do this but it can be quite interesting.

to continue

Field Name Input Data Name Use your own name Search Term saporient Street use a made up street City Winterdale Postal Code 18499 Country US Region PA Transport Zo ne 0000000001 Language E Telephone1 717 555-5555

Control Data Tab This section controls the taxability of the transaction between you and your customer. SAP Field Name Input Data automatically takes care of the taxes but the Transport Zone 0000000001 system needs to know what exact location your customer is at to properly account for sales tax. The transport zone field is used to help plan grouping of shipments from the warehouse. Enter the data exactly as shown. Payment Transactions Tab This customer information must be entered if the < TD> customer is going to pay electronically, like a Field Name debit card. It is called EDI or wire transfer. You Ctry will learn more about this in Finance. If you look Bank Key at the very bottom of a check you will see Bank Account numbers than look funny. They are read Ccontrol Key [toward ceter of automatically by machinery. Two of those form ] numbers are the bank key and the bank account number. You don't really need the check if you have these numbers. The banks will transfer the funds immediately from the customer to the

Input Data US 083000108 67890 01

merchant. It has been used for a long time. The debit card or cash card is just a consumer version of this system. Enter the numbers exactly as shown.

Marketing Tab Most businesses have lots more than one customer and need a systematic way toclassify them. You will see the use of this data later on in Marketing. Some of these numbers may be estimated by the salesman if she does not have exact information. Enter the numbers exactly as shown. Field Name Input Data Nielsen ID 01 Customer Class 01 Annual Sales 500,000.00 USD Year 2005 Number of Employees 14 Year 2005

Unloading Points Tab SAP is designed for some very complicated situations where the customer doesn't just put the package under his arm and leave wit h it. The shipping point may be thousands of miles away from the destination. Exact information about where to deliver things is part of the customer master record. These instructions will be automatically inserted with the shipping papers unless you change it. Enter the data exactly as shown. Field Name Unloading Point CALENDAR CHECKBOX FOR DEFAULT Input Data OPEN STORAGE US checked

SAP is designed to handle any kind of foreign trade and knows all the current rules for all countries everywhere in the world. It can also prepare special documentation in any language translated authomatically from English or any other language. We are not going to enter anything here since this is a domestic customer.

Export Data Tab Nothing to Enter

Contact Person Tab Who is contacted if there is a problem with orders Field Name Input Data Your Name or shipments to this customer. You can enter your Name

own name here.

Department 0001

SELECT THE COMPANY CODE DATA BUTTON Account Management Tab Field Name Input Data This is a critical piece of information that you will Reconciliation Account 140000 learn about later in Accounting and Finance. Sort Key 002 Enter the data exactly as shown. Cash management Group E2

Many businesses give a discount if the bill is paid quickly. Sort of like you pay interest if you take a long time to pay on the credit card. These terms are standardized and represented by codes. You can click on the arrow by the payment terms to see all the possible codes this company has. The customer is entitled to the discount if he payes the bill in the specified number of days. You will learn more about this in Marketing and Finance. Enter the data exactly as shown.

Payment Transactions Tab Field Name Input Data Terms of Payment NT30 Rec Payment History selected Time until check paid 0 Payment method CT

Correspondence Tab Dunning is the process of automatically sending past due notices to customers that do not pay their bills on time. You will learn more about this in Finance. Enter the data exactly as shown. Field Name Input Data Dunning Procedure 0001 Dunning Level 0 Bank Statement 2

A customer may not be able to pay his bill. Sometimes insurance is used for protection. You will learn more about this in International

Insurance Tab Nothing to enter

Business. We are not going to enter anything on this screen. SELECT SALES AREA BUTTON ABOVE Orders Tab Some of these numbers are extremely important to sales transactions. This is where you specify that the bill is in U.S. Dollars. Also that you will use Pricing Procedure 1. You will learn more about this in Marketing, Finance and International Business. Enter the data exactly as shown. Field Name Input Data Order Probability 100 Currency USD Customer Price Procedure 1

Shipping Tab < /TR> Field Name Input Value Delivery Priority 1 Order Combination select Ship. Condition 02 Delivering Plant 3000 Max part deliveries 9 Create Customer Billing Field Name Input Value Incoterms FOB New York Who pays the shipping charges? When does the Payment terms NT30 title to the goods change hands?. Who pays for the freight? Who gets credit for the sales revenue? In the tax table place a 0 in each line Do we collect taxes? in the tax column Enter the data exactly as shown.

Who gets the fastest service? This gives you a chance to set priorities. Enter the data exactly as shown.

Partner Functions Tab We can specify how we send the bill, pap er, fax, Nothing to enter email, EDI. We do not need to enter anything on this screen.

Select the Save Icon to save this customer master record.

Write down the account number you created in your notebook!! Note the Account # at thje bottom of the screen. You will need it to complete some examination questions and so the Instructor can check your work.

Salgtes to a Customer
This column contains some explanations to help you get started This column contains the standard description of the business processes. Explanations of the bold type is found in the left column.

IDES sells pumps and related equipment to dealers. To begin the cycle IDES typically takes customer orders over the phone. These orders contain customer and product information, pricing data, delivery schedules, and destinations.Customer service representatives use this information to report prices and delivery dates to the customer before IDES is the enterprise that is using the SAP R/3 they confirm an order. They also use this system. It is a large and complicated worldwide information to answer customer questions and company. resolve problems. Following order entry, IDES Dealers are business partners that buy the schedules and organizes customer orders for equipment from IDES an d resell to consumers. optimal delivery. They pick the product (noting Customer Service Representatives are any discrepancies from the ordered quantity) and salespeople that work for IDES and communicate print the shipping documents. when IDES releases the deliveries to the customer, the SAP with the dealers. Pick means to remove an item from inventory and R/3 System automatically updates the inventory quantities and stock values in the inventory place it on the loading dock. records. After IDES delivers the product, billing Open Items are bills the dealer owes to IDES. generates an invoice which automatically creates Post Payment means to deposit and record the the corresponding general ledger posting. Billing amount a customer pays IDES. clerks can group customer deliveries on one Invoices are the bills sent to the dealers. invoice or create individual invoices, depending on the customer's requirements. The accounting department periodically reviews the customer's open items and posts payments against customer invoices..

These are the main business processes or actions taken by people working for IDES. Sales Order is the information about what a dealer The Customer Order Process has several main wants IDES to deliver. This can be taken over the steps: phone or in person or on the internet. Delivery is the order given to the warehouse to Creating a Sales Order prepare a shipment to a customer. It is usually a Creating the Delivery paper ticket given to a person. It has all the Billing the Customer Customer Payment information to accomplish the job on it including exactly where in the warehouse the material should be found. When the order is complete the warehouse worker enters that fact into the SAP R/3 system. Billing is a statement sent to the customer which is a demand for payment. This can be mail, email, fax, or over the internet.

Customer master is a centralized computer record that identifies the customer and all relevant

The process of creating a sales order depends on two master records:

Customer Master Material Master

information about that customer. Material master is a centralized computer record that identifies the item that is to be shipped.

In this exercise we will only go over taking the order, shipping the merchandise, and sending a bill.

This column contains some explanations to Thi s column contains standard instructions for creating a help you get started . sales order and shipping the goods to the customer.

Create a Sales Order

There are many different order types possible you can look at the different types by clicking on the arrow by the box next to

MENU PATH Logistics>Sales/distribution>Sales>Order>Create

"Order Type". Each of these defines a Enter the following data: different kind of entry and controls what happens subsequently. Make sure you have Create Sales Order Initial Screen selected RO . Fill in the numbers for Sales Field Name Input Data Organization , Distribution Channel and Division exactly as indicated. Order type RO Sales Organization 3000

Distribution Channel 10 Division 00

Select Enter Icon to continue.

Create Rush Order Overview-Single Line Entry

Field Name Sold to party You must use the customer number you created in the previous exercise. Be careful about entering the dates. The system is set up to build in a delay to delivery. If you do not change it to today's date you will have to wait several days to complete the delivery process. You must select the save Icon . Write down the sales order number returned to you at the bottom of the sc reen. The sales order has now been entered into the system. Purchase Order number Purchase Order date Material Quantity Input Data Use the customer number you created in the previous exercise. make up a number, this is your customer's number for purchases and will be used to monitor the shipment Today's date p-103 1

Select the transaction.

save

icon to complete this

Write down the sales order number and the delivery

number _________________

CHANGING THE DELIVERY DOCUMENT TO SHOW ACTUAL DELIVERY TO CUSTOMER MENU PATH
You will now create the order to ship the material from the warehouse. There are many different ways to organize this but for our purposes here just imagine that the customer shows up at the warehouse with the sales order number. The Delivery Orderis a form given to the warehouse person.

Logistics>Sales/distribution>Shipping and transportation > OutboundDelivery> Change> Single document

Field Name Input Data

Outbound delivery # from the step above, should default

Select the enter icon. Select the SAVE Icon to complete this transaction

Select the Picking Tab.

The warehouse person now goes to the bin and picks the quantity to fulfill the order. The warehouse person then enters the number picked into the system and Posts Goods Issued to tell the system that goods are now in the hands of the customer.

Enter the picked quantity directly under the order quantity Select the Post Goods Issue button to inform the system that the goods have left the dock.

Select the SAVE Icon to complete this transaction

CREATE THE INVOICE

Now that MENU PATH the customer has received the merchandise Logistics>Sales/distribution>Billing>Billing a bill can be sent.

document>Create

IDES CORP.
Billing Statement

Enter your document number if it has not defaulted Select the execute icon Record the NET VALUE _________________________________Select the Save Icon to complete this transaction.

Terms net 30 1 p-103 Stainless Steel High Pressure Pump $3801.00 Record the system generated DOCUMENT NUMBER __________________________

MENU PATH

Accounting>Financial accounting> Accounts Receivable> Account> Display/change line items

Looking at the Accounting System Field Name Customer Account Company code All items button Input Data 15100 3000 Selected

Select execute icon

The next step would occur when the customer pays the bill but we will stop here.