Introduction General Not.docx

Introduction
General Notes and Information
It is strongly recommended that you read through the entire
exercise prior to starting. Not all instructions
can be provided in a linear manner.
The following symbols are used to indicate important
information, as described below.
An arrow highlights an important instruction that must not be
overlooked.

A text box prompts you to write down an important piece of
information.
Each student or group will be assigned a unique three-digit
identifier. This identifier is used in all
exercises to uniquely identify your data. Whenever you see ###
in these exercises, replace it with your
identifier.
Always work with your data.
Business Process Overview
GBI uses the production process to manufacture the goods the
company needs to fill orders, or increase
inventory after it has filled an order.
Chapter 06: Production
Exercise 06-02: Basic Production Process
Single Company Code
Version 1
Rev: 01/03/2011
Name(s):

Course & Selection:
Identifier:
Client:
For use with Magal / Word: Integrated Business Process with
ERP; Copyright ©2011 John Wiley and Sons Publishers, Inc.
Page 2 of 24
Exercise 06-02
Chapter 04: Procurement Process
Exercise 04-02: Basic Procurement Process
Single Company Code
In this exercise you will go through the production process to
produce 10 Deluxe Touring Bikes and place

them in inventory for later use.
Exercise Prerequisites
Exercise 6-1 GBI Review Production Master Data-SCC
Review the bill of materials at the end of this document
Exercise Workflow
Exercise Deliverables
Deliverables are consolidated into one worksheet at the end of
this exercise. For
this exercise you will need the following deliverables.
In the System:
d orders

On paper:
your professor.
Create Initial
Inventory
Balances
Create
Planned
Order
Convert
Planned
Order
Issue
Materials to
Production
Order
Confirm

Production
Receive
Goods into
Inventory
Review
Production
Order Costs
Create
Finished
Goods
Page 3 of 24
Exercise 06-02

Single Company Code
You may be assigned additional deliverables. Make certain to
check with your instructor.
Page 4 of 24

Exercise 06-02
Single Company Code
Step 1: Check Inventory Balances
In this step we will determine if we have the required raw
materials to produce ten Deluxe Touring Bikes
(red) and then create the raw materials we need with “inventory
from heaven.”
Step 1.1: The table below shows the Bill of Material required
for one Deluxe Touring Bike

(red). Be sure to get the correct amount of materials.
Review Exercise 6-1 to review inventory balances
Item Material Quantity for 1 bike Quantity for 10 bikes
Touring Frame-Red
TRFR3### 1
Derailleur Gear
Assembly
DGAM1### 1
Touring Seat Kit
TRSK1### 1
Touring Handle Bar
TRHB1### 1
Pedal Assembly
PEDL1### 1
Chain
CHAN1### 1
Brake Kit
BRKT1### 1
Touring Tire
TRTR1### 2
Touring Tube

TRTB1### 2
Touring Aluminum
Wheel
TRWH1### 2
Hex Nut 5 MM
HXNT1### 2
Lock Washer 5 MM
LWSH1### 4
Socket Head Bolt 5X20
MM
BOLT1### 2
Check
Inventory
Balances
Create
Planned
Order
Convert
Planned
Order
Issue
Materials to
Production

Order
Confirm
Production
Receive
Goods into
Inventory
Review
Production
Order Costs
Create
Finished
Goods
Page 5 of 24
Exercise 06-02

Single Company Code
Packaging
PCKG1### 1
Warranty Document
WDOC1### 1
Step 1.2: Review the inventory balance (MMBE) in Exercise 6-
1. Then, fill out the following
table with (1) the quantity of material you have and (2) the
quantity you still need
in order to produce 10 Deluxe Touring Bikes (red).
Item Material Current Quantity
Quantity Needed to
Create
Touring Frame-Red
TRFR3###
Derailleur Gear
Assembly
DGAM1###

Touring Seat Kit
TRSK1###
Touring Handle Bar
TRHB1###
Pedal Assembly
PEDL1###
Chain
CHAN1###
Brake Kit
BRKT1###
Touring Tire
TRTR1###
Touring Tube
TRTB1###
Touring Aluminum
Wheel
TRWH1###
Hex Nut 5 MM
HXNT1###
Lock Washer 5 MM
LWSH1###
Socket Head Bolt 5X20
MM
BOLT1###

Packaging
PCKG1###
Warranty Document
WDOC1###
Step 1.3: Review “inventory from heaven” in Exercise 6-1. You
will create the remaining
materials required to manufacture 10 Deluxe Touring Bikes
(red), as displayed in
the “Quantity to Create” column above.
Page 6 of 24

Exercise 06-02
Single Company Code
In the System:
On paper:

Page 7 of 24
Exercise 06-02
Single Company Code

Step 2: Create Planned Order
Normally, the material planning process would determine the
need to produce bicycles. However, for the
purpose of this exercise, you have manually determined that you
need 10 red Deluxe Touring Bikes (DXTR
3###). To manufacture these bikes, you need 20 Touring
Aluminum Wheel Assemblies (TRWA1###).
Therefore you must produce the wheel assemblies before you
produce the bikes.
You will go through the steps in this exercise twice: once for
the wheel assemblies, and once for the
bikes. The instructions below include the data for the wheel
assemblies. When you repeat these steps for
the bikes, be sure to modify these data as needed.
When you go through the production process a second time, do
not forget to write down any
material document or confirmation numbers SAP gives you.

First, create a planned order for the 20 wheel assemblies.
Step 2.1: Navigate to the transaction to create a planned order:
Q1: What is the transaction code to create a planned order: -----
----------
Step 2.2: In the “Create Planned Order: Initial Screen” enter the
following information:
Field Name Data Entry
Planned Order Profile Stock Order
(ENTER)
Navigation

Create Initial
Inventory
Balances
Create
Planned
Order
Convert
Planned
Order
Issue
Materials to
Production
Order
Confirm
Production
Receive
Goods into
Inventory
Review
Production
Order Costs
Create
Finished
Goods

Page 8 of 24
Exercise 06-02
Single Company Code
Step 2.3: In the “Create Planned Order: Stock Order” screen,
enter the following
information:

Material Code for your Touring Aluminum Wheel Assembly
Planning Plant Code for Plant Dallas
Order Quantity 20
Order Finish One week from today
Producing Plant Code for Plant Dallas
Storage Location Code for Semi-Finished Goods
Note: Each bike requires two Touring Aluminum Wheel
Assemblies.
(SAVE)
Q2: Write down your planned order numbers: --------------------
------------
Outcome and Analysis
You have now created a planned order for production.
Refer to a previous exercise for instructions on how to review
your material inventory balance. After you
review this inventory, answer the following questions.

Make certain you check the location for semi-finished materials
rather than for raw materials.
Q3: How many Aluminum Wheel Assemblies are unrestricted: -
----------------
your material inventory account. After you
review these accounts, answer the following questions.
Q4: What is the dollar value of the Aluminum Wheel Assembly
in inventory: -----------------------------------------------------------
--------------
Page 9 of 24

Exercise 06-02
Single Company Code
In the System:
On paper:

Page 10 of 24
Exercise 06-02

Single Company Code
Step 3: Convert Planned Order
In this step, you will convert the planned order into a
production order. That is, you will authorize the
production of the Touring Aluminum Wheel Assembly.
Step 3.1: Navigate to the transaction to convert your planned
order:
Q5: What is the transaction code to view the
Stock/Requirements list: --------
Step 3.2: In the “Stock/Requirements List: Initial screen” enter

the following:
Material Code for Touring Aluminum Wheel Assembly
Plant DL00
(ENTER)
Click on the button in the first column, for the row with the
first planned order (PldOrd). This
screen will display details of the planned order.
Next, click on the button. You will see a screen called
”Production order Create: Header”
and a message that reads “Release carried out.”
(SAVE)
Create Initial
Inventory
Balances
Create
Planned

Order
Convert
Planned
Order
Issue
Materials to
Production
Order
Confirm
Production
Receive
Goods into
Inventory
Review
Production
Order Costs
Create
Finished
Goods
Navigation
Stock/Requirements list

Page 11 of 24
Exercise 06-02
Single Company Code
Q6: Write down the order number displayed in the resulting
message: -------
You are back in the Stock/Requirements list screen. Refresh the
data by clicking the button. You will
notice that the “MRP element” column has changed from PldOrd
to PrdOrd.

Remember that you will authorize the production of DXTR3###
the second time you complete
this exercise. However, if you try to do this before you have
completed the production of the
wheel assemblies (TRWA1###), you will get a message
indicating that the release is rejected
because all of the materials needed to make DXTR3### are not
available.
your material inventory balance. Review the
inventory of your materials, and then answer the following
questions.
Make sure you check the location for the semi-finished
materials rather than the raw materials.
-----------------
Q8: How many Aluminum Wheel Assemblies have a blocked
status: -----------

your material inventory account. . Review
this inventory, and then answer the following questions.
in inventory: -----------------------------------------------------------
--------------
In the System:
On paper:
Page 12 of 24

Exercise 06-02
Single Company Code
Step 4: Issue Materials to Production Order
In the previous step, you authorized production of the wheel
assemblies. In this step you will release
(issue) the materials needed to produce the assemblies.
Step 4.1: Navigate to the transaction to issue materials to the

production order:
Q10: What is the transaction code to issue materials to the
production order: -----------------------------------------------------
---------------
Step 4.2: In the “Enter Goods Issue: Initial Screen” enter the
Movement Type 261
Plant Code for plant Dallas
Storage Location Code for raw materials
Click on the reference button. Enter your order number. (If
you did not write it down, then
you can search for it)
Click on the button.

Click on the Adopt button (or Enter) to accept the details for
each item. You will go through screens
for each material. Make sure that the plant and storage
locations are correct.
Navigation
sue
Create Initial
Inventory
Balances
Create
Planned
Order
Convert
Planned
Order
Issue
Materials to
Production
Order
Confirm
Production

Receive
Goods into
Inventory
Review
Production
Order Costs
Create
Finished
Goods
Page 13 of 24
Exercise 06-02

Single Company Code
(POST/SAVE)
Q11: Record the document numbers: -------------------------------
--------------------
You have now issued your materials and authorized production.
have reviewed this inventory, answer the following questions.
Make certain to check the location for semi-finished materials
Q12: How many Aluminum Wheel Assemblies are unrestricted:
------------------------
status: ----------------

have reviewed inventory, answer the following questions.
Q14: What is the dollar value of the Aluminum Wheel
Assembly in inventory: -------
In the System:
On Paper
Page 14 of 24

Exercise 06-02
Single Company Code
Step 5: Confirm Production
After the materials have been released to the production order
(previous step), the actual production
takes place. When the production has been completed, it is
necessary to inform the system of this fact. In
this step you will confirm the production of wheel assemblies.
Step 5.1: Navigate to the transaction to confirm your production
order:

Step 1.4:
Step 1.5:
Step 1.6:
Step 1.7:
Q15: What is the transaction code to confirm production: -------
------------------------
Step 5.2: In the “Create Production Order Confirmation: Initial
Screen” enter your
production order number.
(ENTER)
Step 5.3: In the “Confirmation of Production Order Create:
Actual Data” screen, enter:
Confirmation Type Final Confirmation
Yield to confirm Enter the quantity authorized to produce in the
previous step

(SAVE)
You should receive a message indicating that the confirmation
for your order number was saved.
Navigation
Create Initial
Inventory
Balances
Create
Planned
Order
Convert
Planned
Order
Issue
Materials to
Production
Order
Confirm
Production

Receive
Goods into
Inventory
Review
Production
Order Costs
Create
Finished
Goods
Page 15 of 24
Exercise 06-02

Single Company Code
At this point, the material is on the production floor and must
be recorded (received) into inventory. You
will perform this task in the next step.
Make sure you check the storage location for semi-finished
materials rather than for raw
materials.
------------------------
status: -----------------
your material inventory account. Review
this inventory, and then answer the following questions.

Assembly in inventory: ---------
In the System
On Paper:
Page 16 of 24

Exercise 06-02
Single Company Code
Step 6: Receive Goods into Inventory
In this step you will receive (record) the material produced into
inventory.
Step 6.1. Navigate to the transaction to receive goods into
inventory:

Q19: What is the transaction code to receive goods into
inventory: -----------------
Step 6.2. In the “Goods Receipt for Order: Initial Screen” enter
the following information:
Document Date Today’s Date
Posting Date Today’s Date
Movement Type 101
Order Your Order Number
Plant DL00
Storage Location SF00
Click on the button.
Check the box next to “Deliv. Compl.”
Make sure that the storage location is correct – SF00 for semi-

finished goods
FG00 for finished goods
Navigation
receipt
Create Initial
Inventory
Balances
Create
Planned
Order
Convert
Planned
Order
Issue
Materials to
Production
Order
Confirm
Production
Receive
Goods into
Inventory

Review
Production
Order Costs
Create
Finished
Goods
Page 17 of 24
Exercise 06-02
Single Company Code

Click on the Adopt button (or Enter) to accept the details.
(SAVE).
Q20: Record the document numbers -------------------------------
--------------------------------
You have now received the materials you produced into semi-
finished goods inventory.
have reviewed inventory, answer the following questions.
Make sure you check the location for semi-finished materials
--------------------------
status: --------------------

Assembly in inventory: -------
In the System
On Paper:
Page 18 of 24

Exercise 06-02
Single Company Code
Step 7 : Review Production Order Costs
Step 7.1. Navigate to the transaction to review production order
costs:

Q24: What is the transaction code to view production order
costs: ---------------
Step 7.2. In the “Analyze Order: Target/Actual - Comparison”
screen enter the number of
your Production Order from Step 5.
If the system prompts you for a controlling area, enter NA00.
(EXECUTE)
Review the information by double-clicking on each of the listed
documents.
Q25: What is the actual cost of production for the Aluminum
Wheel Assemblies: ------
In the System
On Paper:

Navigation
Page 19 of 24
Exercise 06-02
Single Company Code

Step 8: Create Finished Goods
At this point you have completed the production of the semi-
finished good Touring Aluminum
Wheel Assembly. You now have to produce the Red Deluxe
Touring Bike. You do this by repeating
Steps 2 through 7 for the Red Deluxe Touring Bike instead of
for the Touring Aluminum Wheel
Assembly.
Be careful to select the correct information for storage
locations. The components needed to
produce the bike (chain, etc) are located in “Raw Materials.”
The Touring Aluminum Wheel
Assembly that you just produced is located in “Semi-Finished
Goods.” When you have completed
the production of the Red Deluxe Touring Bikes, you will
receive them into the “Finished Goods”
storage location.

When you are producing your Deluxe Touring Bikes finished
good, you will receive an error
message in Step 4.1 if you do not change the storage location
for the Touring Aluminum Wheel
Assembly from raw materials to semi-finished goods.
Create Initial
Inventory
Balances
Create
Planned
Order
Convert
Planned

Order
Issue
Materials to
Production
Order
Confirm
Production
Receive
Goods into
Inventory
Review
Production
Order Costs
Create
Finished
Goods
Page 20 of 24

Exercise 06-02
Single Company Code
Attachment 1: Exercise Answer Sheet
Name(s): ----------------------
Course & Selection: --------
Identifier: ------------------
Client: ----------------------

Page 21 of 24

Exercise 06-02
Single Company Code
Q1: What is the transaction code to create a planned order: -----
--------------------------
Q2: Write down your planned order numbers: --------------------
--------------------------
--------------------------
in inventory: -------------------
Q5: What is the transaction code to view the
Stock/Requirements list: -----------------
Q6: Write down the order number displayed in the resulting
message: --------------------

----------------------------
status: --------------------
in inventory: --------------
Q10: What is the transaction code to issue materials to
production order: ---------------
Q11: Record the document numbers: -------------------------------
--------------------------
-----------------------------
status: --------------------
Assembly in inventory: -----------
Q15: What is the transaction code to confirm production: -------
----------------------------

-----------------------------
status: --------------------
Assembly in inventory: -----------
Q19: What is the transaction code to receive goods into
inventory: -------------------------
Q20: Record the document numbers -------------------------------
--------------------------
-----------------------------
status: --------------------

of 24
Exercise 06-02
Single Company Code
Assembly in inventory: --------------
Q24: What is the transaction code to view production order
costs: -----------------------
Q25: What is the actual cost of production for the Aluminum
Wheel Assemblies: ----------

Page 23 of 24
Exercise 06-02
Single Company Code
Use the answers to the questions above to complete the
following table.
After
Creating a
Planned

Order
After
Converting a
Planned Order
After Issuing
Materials to
Production
Order
After
Confirming
Production
Order
After Receiving
Goods into
Inventory
How many
Alum. Wheel
Ass. are

unrestricted
How many
Alum. Wheel
Ass. are
blocked
What is the
dollar value of
the Aluminum
Wheel Ass. in
inventory
What are the
planned costs
What are the
actual costs

Page 24 of 24
Exercise 06-02

Single Company Code
Deluxe Touring Bike
Red
DXTR3###
Touring Frame
Red (1)
TRFR3###
Derailleur Gear
Assembly (1)
DGAM1###
Touring Seat
Kit (1)
TRSK1###
Touring Handle
Bar (1)
TRHB1###
Pedal Assembly (1)

PEDL1###
Chain (1)
CHAN1###
Brake Kit (1)
BRKT1###
Touring Aluminum
Wheel Assembly (2)
TRWA1###
Warranty
Document (1)
WDOC1###
Packaging (1)
PCKG1###
Touring Tire (1)
TRTR1###
Touring Tube (1)
TRTB1###
Touring Aluminum

Wheel (1)
TRWH1###
Hex Nut 5 MM (1)
HXNT1###
Lock Washer 5 MM (1)
LWSH1###
Socket Head Bolt
5X20 MM (1)
BOLT1###
Figure 1: Deluxe Touring Bike (Red) Bill of Materials
Legend:
Material (Quantity Needed)
Material Number
Client: Identifier: Course: Name: thisPage:
1.00000000PrintButton1: ResetButton1: Button1: QT_1:
QTA_1: QTA_2: Q_01: Q_02: Q_03: Q_04: Q_05: Q_06: Q_09:
Q_08: Q_07: Q_10: Q_11: Q_13: Q_12: Q_14: Q_15: Q_18:
Q_17: Q_16: Q_19: Q_20: Q_21: Q_22: Q_23: Q_24: Q_25:
I_01: I_02: I_04: I_07: I_06: I_05: I_03: I_08: I_09: I_10: I_11:

I_12: I_14: I_13: I_16: I_15: I_17: I_18: I_19: I_20: I_21: I_22:
I_23: I_25: I_24: TL_5: TL_4: TL_3: TL_2: TL_1: TL_10:
TL_9: TL_8: TL_7: TL_14: TL_13: TL_12: TL_11: TL_15:
TL_21: TL_22: TL_23: TL_24: TL_25: TL_6: TL_19: TL_18:
TL_17: TL_16: TL_20:
Budweiser Clydesdale Puppy Love Commercial
Find a pre-existing campaign or ad. From any media source like
TV, the Web, Newspaper. You can pick a
successful/unsuccessful recent campaign. Answer the following
questions related to your selected advertisement:
Objective:
The Audience:
Effectiveness:
Role in Marketing Mix:
· Image, product differentiation and branding
· Other promotion mix factors
The Unique selling proposition:
The basis for the appeal:
How would you make the improvement?
The creative philosophy:
The slogan:
Secondary or supporting copy points or claims:
The tone or moos and manner:
Type of presenter:
The motivational appeal (ethos, Pathos, Logos):
Execution style:
What went wrong/ right? Have others done better/worse?
Focus on social or ethical aspects. What role does the ad play
in the economy? Does it promote something that is socially
desirable? Is the Ad misleading? Is it targeted to a group that
could be considered vulnerable?
6 pages double space page paper, 1800 words, you will answer
the components of the list above and explain your selected

advertisement. The paper should include a cover page and
reference page which are ancillary and don’t count toward the
paper content. Be sure to cite and reference using APA
guidelines.
Power point will summarize your findings from your paper and
should include a cover page, intro slide, 6 content slides,
conclusion slide and reference page slide. Total of 10 slides
Introduction

overlooked.
A text box prompts you to write down an important piece of
information.
identifier.
GBI uses the production process to manufacture goods to place
into inventory and as to fill
customer orders received from the fulfillment process.
In this exercise you will review the master data that are relevant
to the production process.
Exercise 06-01: Review Production Master Data

Single Company Code
Version 1
Rev: 01/03/2011
Name(s):
Course & Selection:
Identifier:
Client:
Exercise 06-01
Page 2 of 17

There are no prerequisites for this exercise.
Exercise Workflow
this exercise. For this exercise you
will need the following deliverables.
In the system:
On Paper:
your professor.
View
Inventory
Balance

View
Material
Inventory
Display Stock/
Requirements
List
View Bill of
Material
Create Initial
Inventory
Balances
Exercise 06-01
Page 3 of 17
Step 1: View Inventory Balance (single material)

In this step you will look at the inventory balance of the
Touring Frame (red) at the Dallas plant.
Step 1.1: Navigate to the transaction to display inventory
balance:
Q1: What is the transaction code to display Inventory Balance:-
--------------
Step 1.2: In the “Stock Overview: Company Code/Plant/Storage
Location/Batch” screen,
enter the following:
Material Code for your Red Touring Frame
Plant Code for Plant Dallas
Storage Location Code for Raw Materials
(EXECUTE)
Q2: What is the base unit of measure:------------------------------

------------
Double-click on to view a “Stock Overview: Basic List.” Each
stock type
references the status of the Touring Frame – Red material
within the plant.
Q3: How many Touring Frames have Unrestricted status:--------
----------------
Q4: How many Touring Frames have Blocked stock status:------
-------------------
View
Inventory
Balance
View
Material
Inventory
Display Stock/
Requirements
List
View Bill of
Material
Create Initial

Inventory
Balances
Navigation
Logisti
Overview
Exercise 06-01
Page 4 of 17
In the System:
On Paper:

Exercise 06-01
Page 5 of 17

Step 2: Review Material Inventory (multiple materials)
In this step you will view the inventory of all your materials
maintained in the Dallas plant.
Step 2.1: Navigate to the transaction to display material
inventory:
Q5: What is the transaction code to display a material’s
Inventory Level:------
Step 2.2: In the “Display Warehouse Stock of Material” screen,
Material All your materials
HINT: Use wildcard searching. Ex: *###
Storage Location Code for Raw Materials

Q6: What is Storage Location RM00: ------------------------------
----------------
Q7: What is Storage Location SF00: -------------------------------
----------------
Q8: What is Storage Location FG00: -------------------------------
---------------
(EXECUTE)
Q9: What is the total dollar value of raw materials in
inventory: -----------------
View
Inventory
Balance
View
Material
Inventory
Display Stock/
Requirements
List

View Bill of
Material
Create Initial
Inventory
Balances
Navigation
Exercise 06-01
Page 6 of 17
Q10: How many Derailleur Gear Assembly are in stock: --------
--------------------
Q11: What is material WDOC1###:---------------------------------
-----------------

In the System:
On Paper:
ns

Exercise 06-01
Page 7 of 17
Step 3: Display Stock/Requirements List
In this step you will look at the stock/requirements list for the
Touring Aluminum Wheel Assembly.
Step 3.1: Navigate to the transaction to display stock
requirements list
Q12: What is the transaction code to display a
Stock/Requirements List:---------
Step 3.2: In the “Stock/Requirements List: Initial Screen”
screen, enter the following:

Material Your Touring Aluminum Wheel Assembly
(ENTER)
Q13: What is the material type of the wheel assembly: ----------
----------------
Q14: What is material type HAWA: --------------------------------
----------------
Q15: What is material type ROH: ----------------------------------
---------------
Q16: What is material type FERT: ---------------------------------
----------------
At this time the screen will be blank. However, when you refer
back to this screen in Exercise 6-2:
Basic Production Data, this page will include the planned orders
and production orders.
View
Inventory
Balance

View
Material
Inventory
Display Stock/
Requirements
List
View Bill of
Material
Create Initial
Inventory
Balances
Navigation
Stock/Requirements List
Exercise 06-01

of 17
In the System:
On Paper:
Exercise 06-01
Page 9 of 17
Step 4: View Bill of Material

In this step you will view a Bill of Material for the Carbon
Composite Wheel Assembly.
Step 4.1: Navigate to the transaction to display stock
requirements list
Q17: What is the transaction code to display a Bill of
Material:------------------
Q18: What is the transaction code to change a Bill of
Material:------------------
Q19: What is the transaction code to create a Bill of Material:-
------------------
Step 4.2: In the “Display material BOM: Initial Screen” screen,
Material Your Carbon Composite Wheel Assembly
BOM Usage Code for Production

(ENTER)
Q20: How many components make up the Carbon Composite
Wheel Assembly:------------------------------------------------------
---------
Q21: What is material TRTB1###:----------------------------------
-----------------
Q22: How many Lock Washer 5 mm are needed:------------------
----------------
View
Inventory
Balance
View
Material
Inventory
Display Stock/
Requirements
List
View Bill of
Material
Create Initial

Inventory
Balances
Navigation
Material
of
Exercise 06-01
Page 10 of 17
Q23: In which item category are the components included:------
-----------------
Q24: What is the BOM item number for material HXNT1###:--
------------------

In the System:
On Paper:

Exercise 06-01
Page 11 of 17
Step 5: Create Initial Inventory Balances
In this step you will determine how many of the materials
needed to make 10 Deluxe Touring Bikes are in
inventory. You will then acquire the needed materials.
Normally, the material planning process would
create purchase requisitions for the necessary raw materials.
You would then execute the procurement
process and obtain these materials. For this exercise, we will
take a shortcut and create “inventory from
heaven” using a special movement type (561). You would
normally not use this method of acquiring
inventory.
Step 5.1: Use the table below to calculate how many of the
different materials are needed
to make 10 Deluxe Touring Bike (Red). The first three columns
include the

material description, material number, and quantity needed for 1
bike. Complete
the remaining columns as follows:
a. Column 4: Quantity needed for 10 Deluxe Touring Bikes
(Red).
b. Column 5: Quantity in inventory (use instructions from a
previous step to
determine this)
c. Column 6: Additional quantity needed (column 4 – column
5) Enter zero
if you have more materials than you need.
View
Inventory
Balance
View
Material
Inventory
Display S tock
Requirements
List
View Bill of

Material
Create Initial
Inventory
Balances
Material
description
Material
number
Quantity
needed
for 1 bike
Quantity
needed
for 10
bikes
Quantity
in
inventory
Additional
quantity

needed
Touring
Frame-
Red
TRFR3### 1
Derailleur
Gear
Assembly
DGAM1### 1
Touring Seat
Kit
TRSK1### 1
Touring Handle
Bar
TRHB1### 1
Pedal Assembly
PEDL1### 1
Chain
CHAN1### 1

Exercise 06-01
Page 12 of 17
Now you will acquire the needed materials using the special
movement type. If you have enough of all
the materials in inventory, then you do not have to complete the
following step.
Step 5.2: Follow the menu path to enter the goods receipt
Step 5.3: In the “Enter Other Goods Receipts: Initial Screen”

enter the following information:
Document Date Today’s date
Posting Date Today’s date
Movement Type 561
Plant DL00
Storage Location RM00
Brake Kit BRKT1### 1
Touring Tire
TRTR1### 2
Touring Tube
TRTB1### 2
Touring
Aluminum
Wheel
TRWH1### 2
Hex Nut 5 MM

HXNT1### 2
Lock Washer 5
MM
LWSH1### 4
Socket Head
Bolt 5X20 MM
BOLT1### 2
Packaging
PCKG1### 1
Warranty
Document
WDOC1##
#
1
Navigation

Exercise 06-01
Page 13 of 17
On the top of the screen select:
Unrestricted
You will get a yellow caution to verify that the input is correct.
Press Enter again.
Step 5.4: In the “Enter Other Goods Receipt: Collective
Processing” screen, enter the
following information for each material that you determined you
need (in the
table above). There will be a separate line for each material.

Material Codes for your materials
Quantity Quantity needed (from table above)
(ENTER)
(SAVE)
Refer to previous steps to review the inventory of the Men’s Off
Road Frame, and answer the following
questions:
Q25: How many units of Deluxe Touring Frame (Red) are in
unrestricted use:-------------------------------------------------------
-------
Q26: What is the total dollar value of Deluxe Touring Frames
(Red) in inventory:----------------------------------------------------
--------
In the System:

On Paper:
Exercise 06-01
Page 14 of 17
Attachment 1: Exercise Worksheet
Name(s):-----------------------
Course & Selection: ------------
Identifier: -----------------------
Client: ---------------------------

Exercise 06-01
Page 15 of 17
Q1: What is the transaction code to display Inventory Balance:
--------------
Q2: What is the base unit of measure: -----------------------------
-----------
Q3: How many Touring Frames have Unrestricted status: -------
-------------
Q4: How many Touring Frames have blocked stock status: -----
--------------
Q5: What is the transaction code to display a material’s
Inventory Level: ------------------------------------------------------
------
Q6: What is Storage Location RM00: ------------------------------
------------

Q7: What is Storage Location SF00: -------------------------------
-------------
Q8: What is Storage Location FG00: -------------------------------
-------------
Q9: What is the total dollar value of raw materials in
inventory: --------------
Q10: How many Derailleur Gear Assembly are in stock: --------
-----------------
Q11: What is material WDOC1###:---------------------------------
--------------
Q12: What is the transaction code to display a
Stock/Requirements List: ------
Q13: What is the material type of the wheel assembly: ----------
----------------
Q14: What is material type HAWA: --------------------------------
--------------
Q15: What is material type ROH: ----------------------------------
--------------

Q16: What is material type FERT: ---------------------------------
----------------
Q17: What is the transaction code to display a Bill of
Material: ----------------
Q18: What is the transaction code to change a Bill of Material:
---------------
Q19: What is the transaction code to create a Bill of Material:
----------------
Q20: How many components make up the Carbon Composite
Wheel Assembly: ------------------------------------------------------
-----
Q21: What is material TRTB1###:----------------------------------
--------------

Exercise 06-01
Page 16 of 17
Q22: How many Lock Washer 5 mm are needed: -----------------
--------------
Q23: In which item category are the components included: -----
---------------
Q24: What is the BOM item number for material HXNT1###:--
------------------
Q25: How many units of Deluxe Touring Frame (Red) are in
unrestricted use: -------------------------------------------------------
------
Q26: What is the total dollar value of Deluxe Touring Frames
(Red) in inventory: ---------------------------------------------------
-------

Exercise 06-01
Page 17 of 17
Material
description
Material
number
Quantity
needed
for 1 bike
Quantity
needed
for 10
bikes
Quantity in

inventory
Additional
quantity
needed
Touring Frame-
Red
TRFR3### 1
Derailleur Gear
Assembly
DGAM1### 1
Touring Seat Kit
TRSK1### 1
Touring Handle
Bar
TRHB1### 1
Pedal Assembly
PEDL1### 1
Chain
CHAN1### 1

Brake Kit
BRKT1### 1
Touring Tire
TRTR1### 2
Touring Tube
TRTB1### 2
Touring
Aluminum Wheel
TRWH1### 2
Hex Nut 5 MM
HXNT1### 2
Lock Washer 5
MM
LWSH1### 4
Socket Head Bolt
5X20 MM
BOLT1### 2

Packaging
PCKG1### 1
Warranty
Document
WDOC1### 1
thisPage: 1.00000000PrintButton1: ResetButton1: Button1:
Client: Identifier: Course: Name: Q_04: Q_03: Q_02: Q_01:
Q_09: Q_08: Q_07: Q_06: Q_05: Q_10: Q_11: Q_12: Q_16:
Q_15: Q_14: Q_13: Q_19: Q_18: Q_17: Q_22: Q_21: Q_20:
Q_24: Q_23: T_1_1: T_1_2: T_1_3: T_2_1: T_2_2: T_2_3:
T_3_1: T_3_2: T_3_3: T_4_1: T_4_2: T_4_3: T_5_1: T_5_2:
T_5_3: T_6_1: T_6_2: T_6_3: T_7_1: T_7_2: T_7_3: T_8_1:
T_8_2: T_8_3: T_9_1: T_9_2: T_9_3: T_10_2: T_10_1:
T_10_3: T_11_1: T_11_2: T_11_3: T_12_1: T_12_2: T_12_3:
T_13_1: T_13_2: T_13_3: T_14_1: T_14_2: T_14_3: T_15_1:
T_15_2: T_15_3: Q_26: Q_25: I_21: I_20: I_19: I_18: I_17:
I_16: I_15: I_14: I_13: I_12: I_11: I_10: I_09: I_08: I_07: I_06:
I_05: I_04: I_03: I_02: I_01: I_26: I_25: I_24: I_23: I_22:

Introduction
overlooked.
A pencil prompts you to write down an important piece of
information.
identifier.

The fulfillment process in GBI is initiated when the company
receives a customer’s inquiry and
creates and internal sales quotation. In this exercise we assume
that the customer has agreed to
place to place the order with GBI. You will receive the
purchase order for the materials and then
create an internal sales order. Next, you will prepare the goods
for shipping and ship them to the
Chapter 05: Fulfillment
Exercise 05-02: Basic Fulfillment Processes
Single Company Code
Version 1
Rev: 01/03/2011
Name(s):
Course & Selection:
Identifier:
Client:

Exercise 05-02
Page 2 of 26
Receive
Customer
Inquiry
Create & Send
Quotation
Receive
Customer
Purchase Order
Create Sales
Order
Prepare
Shipment (Pick
& Pack)

Send Shipment
(Ship)
Create & Send
Invoice
Recieve
Payment
Post Payment
customer, along with an invoice. Finally, you will receive the
payment and post it to the
customer’s account.
Exercise 5-1 GBI Review Fulfillment Master Data-SCC
Exercise Workflow
will need the following deliverables:
In the System:

On Paper:
Your may be assigned additional deliverables. Make certain to
Exercise 05-02

of 26
Receive
Customer
Inquiry
Create & Send
Quotation
Receive
Customer
Purchase Order
Create Sales
Order
Prepare
Shipment (Pick
& Pack)
Send Shipment
(Ship)
Create & Send
Invoice
Recieve
Payment
Post Payment
Step 1: Receive Customer Inquiry

This step has no SAP activity associated with it. You have
received an inquiry from a customer, DC
Bikes, requesting a price quotation for a list of products. It
reads:
In the System
On Paper

To Whom It May Concern:
My name is “Jeremy Jones” and I am a purchasing agent for DC
Bikes in our nation’s great capital, Washington
D.C.. I was looking through your catalog and would like to
receive a quote for the following items:
Quantity Item Your Material Number.
20 Elbow Pad EPAD1###
15 Road Helmet RHMT1###
12 Repair Kit RKIT1###
10 Off Road Helmet OHMT1###
5 Knee Pad KPAD1###
A quote by email or fax would be ideal.
Thanks,
Jeremy Jones
Purchasing Agent
DC Bikes
1300 Pennsylvania Ave, 20004 Washington DC

Fax: (517) 555-1234
Exercise 05-02
Page 4 of 26
Receive
Customer
Inquiry
Create & Send
Quotation
Receive
Customer
Purchase Order
Create Sales

Order
Prepare
Shipment (Pick
& Pack)
Send Shipment
(Ship)
Create & Send
Invoice
Recieve
Payment
Post Payment
Step 2: Create and Send Customer Quotation
This step is a response to the inquiry. It involves creating a
quotation and forwarding it to the
customer. For this exercise, the quote will be printed out.
Alternatively, it could be transmitted
electronically.
Step 2.1: Navigate to the transaction to create & send a
quotation:

Step 2.2:
Step 2.3:
Q1: What is the transaction code to create a new Quotation: ----
---------
Q2: What is the transaction code to change an existing
Quotation: ----------------------------------------------------------
Q3: What is the transaction code to display an existing
Quotation: -----------------------------------------------------------
Step 2.2: In the “Create Quotation: Initial Screen:” enter
the following information:
Quotation Type Quotation
Sales Organization US East
Distribution channel Wholesale
Division Accessories
Navigation
Create

Exercise 05-02
Page 5 of 26
(ENTER)
At the top of the screen enter the following information:
Quotation Leave blank (system auto-assigns number)
Sold-to party Code for your Customer DC Bikes
Ship-to party Leave blank (system assigns the ship to party
automatically)
If you have trouble finding your version of DC Bikes when
searching for customer number,
remember to use your ### identifier as the search term.

In the “Item Overview” tab enter the following information:
Valid to Date one month from today
Material Include here the material numbers for the goods
requested in Mr. Jone’s e-mail – one per line
Order Quantity Enter the quantities requested
(ENTER)
(SAVE)
Q4: What was your quotation number: -----------------------------
---
In a real-life situation, you would fax this quote to your
customer.

Exercise 05-02
Page 6 of 26
Review Order Status
Look at the Document Flow in VA23. Go to the top of the
Display Document Flow. This screen shows the current status
of the order. Throughout the
exercise, you will view the document flow to see how the status
changes as we complete more of
the process steps.
Q5: What is the quotation’s current status: ------------------------
--------
Refer to the previous exercise for instructions on how to review
your material inventory balance.
Review the inventory, and answer the following questions.
Q6: How many Elbow Pads are in unrestricted stock: ------------
---------
Q7: How many Road Helmets are in unrestricted stock: ---------
---------
Q8: How many Repair Kits are in unrestricted stock: ------------
----------

Q9: How many Off Road Helmets are in unrestricted stock: ----
----------
Q10: How many Knee Pads are in unrestricted stock: ------------
----------
your customer’s accounts receivable
balance. After you review the customer’s balances, answer the
following questions.
Q11: What is the customer number for DC Bike’s: ---------------
---------
Q12: What is DC Bike’s debit balance: ----------------------------
----
In the System:
On Paper:

Exercise 05-02
Page 7 of 26
Receive
Customer
Inquiry
Create & Send
Quotation
Receive
Customer
Purchase Order
Create Sales
Order
Prepare
Shipment (Pick

& Pack)
Send Shipment
(Ship)
Create & Send
Invoice
Recieve
Payment
Post Payment
Step3: Receive Customer Purchase Order
You now receive the following purchase order from your
customer. This step has no SAP activity
associated with it.

Exercise 05-02
Page 8 of 26
Review Order Status
Document Flow. This screen shows
the current status of the order. Throughout the exercise, you
will view the document flow to see
how the status changes as we complete more of the process
steps.
Q13: What is the quotation’s current status: ----------------------
-----------
After you review the inventory, answer the following questions.
Q14: How many Elbow Pads are in unrestricted stock:-----------
-----------
Q15: How many Road Helmets are in unrestricted stock:--------
--- -----------

Q16: How many Repair Kits are in unrestricted stock: ----------
-------------
Q17: How many Off Road Helmets are in unrestricted stock:----
------- ----
Q18: How many Knee Pads are in unrestricted stock:----------- -
----------
Q19: What is the DC Bike’s debit balance: -----------------------
------

Exercise 05-02
Page 9 of 26
Receive
Customer
Inquiry
Create & Send
Quotation
Receive
Customer
Purchase Order
Create Sales
Order
Prepare
Shipment (Pick
& Pack)
Send Shipment
(Ship)
Create & Send
Invoice
Recieve
Payment

Post Payment
Step 4: Create Sales Order with Reference to a Quotation
You can now create a sales order by referencing the quotation
we created in Step 2. If necessary,
you can add or delete line items and change quantities.
Step 4.1: Navigate to the transaction to create sales order:
Step 1.1:
Step 1.2:
Q20: What is the transaction code to create a Sales Order:------
------
Q21: What is the transaction code to change a Sales Order: ----
------------
Q22: What is the transaction code to view a Sales Order:--------
----
Step 4.2: In the “Create Sales Order: Initial Screen” enter the

Order Type Standard Order (OR)
Sales Organization US East
Distribution channel Wholesale
Division Accessories
Navigation
Exercise 05-02
Page 10 of 26
Click on the button. Enter the number of the quotation created
in Step 2 in

the text box by “Quot.”
Select . The system copies the details of the quotation into the
Sales Order.
Req. Deliv. Date One week from now
PO number Enter external PO # preceded by your identifier
from Step #3
Verify details by looking over the Sales Order.
Q23: How much is the Net Value: ----------------------------------
--------
Q24: What is the value in the “Payment Terms” field: -----------
------------
(SAVE). If the system complains about the default date, hit
(ENTER) twice.
The system generates a document number for the Sales Order,
which is displayed on the screen as
“Standard Order ________ has been saved”.
Q25: What is your Sales order number: ----------------------------
-------

Review Order Status
Look at the Document Fl
Document Flow. This screen
displays the current status of the order. Throughout the
exercise, you will view the document
flow to see how the status changes as we complete more of the
process steps.
------
After you review this inventory, answer the following
questions.
Exercise 05-02
Page 11 of 26
Q27: How many Elbow Pads are in unrestricted stock: ----------

-----------
Q28: How many Road Helmets are in unrestricted stock: --------
----------
------------
Q30: How many Off Road Helmets are in unrestricted stock: ---
-----------
----------
-------
In the System
On Paper

Exercise 05-02
Page 12 of 26
Receive
Customer
Inquiry
Create & Send
Quotation
Receive

Customer
Purchase Order
Create Sales
Order
Prepare
Shipment (Pick
& Pack)
Send Shipment
(Ship)
Create & Send
Invoice
Recieve
Payment
Post Payment
Step 5: Pick and pack material for the order
In this step you will pick and pack the order and prepare it for
shipment.
Step 5.1: Navigate to the transaction to prepare the shipment:

Q33: What is the transaction code to Pick and Pack Materials:--
-------------
Step 5.2: In the “Outbound Delivery Create: Overview” screen,
enter the following
information:
Shipping point Miami Plant
Selection date Seven days from today
Order Order number of the sales (standard) order
created above
(ENTER) The system automatically enters the items and
quantities from the sales order that
are scheduled to be delivered.
Navigation

Exercise 05-02
Page 13 of 26
Enter the following information in the “Picking Tab” for each
material:
Plnt Miami Plant
Sloc Trading Goods
Picked Qty Full order amount (although partial orders are
allowed)
(SAVE)

Q34: What was your Outbound Delivery note number:-----------
-----------
Review Order Status
the process steps.
Q35: What is the standard order’s current status: ----------------
-----------
------------
-----------
Q38: How many Repair Kits are in unrestricted stock:-----------
-------------
------------

Q40: How many Knee Pads are in unrestricted stock:------------
------------
--------
Exercise 05-02
Page 14 of 26
In the System

On Paper
Exercise 05-02
Page 15 of 26
Receive
Customer
Inquiry
Create & Send
Quotation
Receive
Customer
Purchase Order

Create Sales
Order
Prepare
Shipment (Pick
& Pack)
Send Shipment
(Ship)
Create & Send
Invoice
Recieve
Payment
Post Payment
Step 6: Post Goods Issue (Ship goods)
Creating
the post goods issue (shipping) reduces unrestricted stock to
reflect the quantity shipped. It also
indicates a change in the ownership of the goods.

Step 6.1. Navigate to the transaction to send the shipment:
Q42: What is the transaction code to Post the Goods Issue:------
-----------
Step 6.2. In the “Change Outbound Delivery” screen, enter the
Outbound Delivery Enter the delivery note number from Step 5
(ENTER)
Select the button at the top. The system returns a message
indicating a (saved)
change to the delivery note.
(ENTER)
Navigation

Exercise 05-02
Page 16 of 26
Review Order Status
the process steps.
Q43: What is the outbound delivery’s current status:-------------
------------

------------
------------
-------------
------------
------------
--------
In the System

On Paper
Exercise 05-02
Page 17 of 26
Receive
Customer
Inquiry
Create & Send
Quotation
Receive
Customer
Purchase Order

Create Sales
Order
Prepare
Shipment (Pick
& Pack)
Send Shipment
(Ship)
Create & Send
Invoice
Recieve
Payment
Post Payment
Step 7: Create & Send Invoice
Once the post goods issue has been generated, you can bill your
customer for the shipped goods.
Step 7.1. Navigate to the transaction to create & send the
invoice:

Q50: What is the transaction code to create a billing
document:------------
The system should select by default the last delivery document
you created.
Step 7.2. Highlight the line that displays your delivery
document by clicking on the square
button to the left of the line.
(EXECUTE). The system displays the customer and the
materials listed in the delivery
document along with the total values to be billed.
(SAVE). The billing document number is displayed at the
bottom of the screen.
Q51: What was the document number for the Customer
Invoice:-----------
(BACK)
In the real world you would be mailing this invoice to your
customer.

Navigation
Document
Exercise 05-02
Page 18 of 26
Review Order Status
the process steps.

Q52: What is the Invoice’s current status: ------------------------
------
-------------
------------
-------------
------------
------------
--------

In the System
On Paper
to the Questions
Exercise 05-02
Page 19 of 26
Receive
Customer
Inquiry
Create & Send

Quotation
Receive
Customer
Purchase Order
Create Sales
Order
Prepare
Shipment (Pick
& Pack)
Send Shipment
(Ship)
Create & Send
Invoice
Recieve
Payment
Post Payment
Step 8: Receive Payment from the Customer
This step has no SAP activity associated with it. You have now
received a check from the customer:

The check has been signed by the Accounts Payable manager for
DC Bikes. When you receive this
check, you must post the payment in GBI’s accounting records.
This is done in the next step.
Before going on to the next step, fill in the appropriate amount
for this check in the diagram
above.
your FRIENDLY LOCAL BANK
123 Main Street. Date ____/____/________
Anywhere, MI 48710 No. 1357
Pay to the order of Global Bikes Inc.
Note _________________ Signature
______________________________

Exercise 05-02
Page 20 of 26
Receive
Customer
Inquiry
Create & Send
Quotation
Receive
Customer
Purchase Order
Create Sales
Order
Prepare
Shipment (Pick

& Pack)
Send Shipment
(Ship)
Create & Send
Invoice
Recieve
Payment
Post Payment
Step 9: Post the Customer Payment
Your customer has received his/her invoice and sent you its
payment. The payment will be posted
to the company’s G/L account.
Common Problems/Issues
Not entering the correct amount Make sure the correct amount
has been entered
in the “Amount” field.
"Not Assigned" field’s value should be

zero dollars “0.00.”
If Not Assigned is not 0.00, then click on $$ amount
under the USD Gross column.
Step 9.1 Navigate to the transaction to display material master:
Q59: What is the transaction code to receive customer
payment:-----------
Step 9.2 In the “Post Incoming Payments: Header Data” screen,
Document date Today’s date
Company code US00
Navigation
Incoming Payments

Exercise 05-02
Page 21 of 26
Enter the following information under “Bank data”:
Account Code for Bank Account
Amount Enter the amount of the payment
Go to “Account Field” First click Browse , and then click Check
using your ### identifier as a
search term.
“Open Item Selection”:

Account Your DC Bikes Customer Number
Select
In this step you must double-click on the "USD Gross amount"
entries that apply ONLY to your own
invoice/document number, until the "Not Assigned" dollar value
at the bottom of the screen
=equals 0.00.
Posting periods must be current to post in this transaction. If the
“Not Assigned” dollar value is
already zero, then you can click on (SAVE)
Review Order Status
the process steps.
Q60: What is the Accounting Document’s current status:--------
-----------

Exercise 05-02
Page 22 of 26
------------
------------
------------
Q64: How many Off road Helmets are in unrestricted stock:----
------------
------------

----
Q67: What is the balance of DC Bike’s account: -----------------
-------
In the System
On Paper

Exercise 05-02
Page 23 of 26
Attachment 1: Exercise Work Sheet
Name(s):----------------------
Course & Selection: ---------
Identifier: --------------------
Client: ------------------------
Material In Unrestricted Stock:
After
Sending
Quote
After

Receiving
Purchase
Order
After
Creating
Sales
Order
After
Preparing
Shipment
After
Sending
Shipment
After
Creating
Invoice
After
Receiving

Payment
Your
Elbow
Pads
Your
Road
Helm
ets
Your
Repair
Kits
Your
Off
Road
Helm
ets

Your
Knee
Pads
Exercise 05-02
Page 24 of 26
Q1: What is the transaction code to create a new Quotation:----
----------
Q2: What is the transaction code to change an existing
Quotation: --------------------------------------------------------
Q3: What is the transaction code to display an existing
Quotation: --------------------------------------------------------
Q4: What was your quotation number: -----------------------------

---
Q5: What is the quotation’s current status: ------------------------
---------
Q6: How many Elbow Pads are in unrestricted stock: ------------
----------
Q7: How many Road Helmets are in unrestricted stock: ---------
----------
Q8: How many Repair Kits are in unrestricted stock: ------------
-----
Q9: How many Off Road Helmets are in unrestricted stock: ----
-----------
-----------
Q11: What is the customer number for DC Bikes: ----------------
-----------
----
-----------
------------
-----------

-------------
------------
-----------
Q19: What is DC Bike’s debit balance:-----------------------------
------
Q20: What is the transaction code to create a Sales Order: ------
-----------
Q21: What is the transaction code to change a Sales Order: ----
------------
Q22: What is the transaction code to view a Sales Order: -------
------------
Q23: How much is the Net Value: ---------------------------------
-------
Exercise 05-02

of 26
Q24: What is the value in the “Payment Terms” field: -----------
------------
Q25: What is your Sales order number: ----------------------------
----
----------
-----------
----------
------------
-----------
----------
----
Q33: What is the transaction code to Pick and Pack Materials: -
------------
Q34: What was your Outbound Delivery note number: ----------
----------

Q35: What is the standard order’s current status: ----------------
-----------
-----------
----------
------------
-----------
----------
----
Q42: What is the transaction code to Post the Goods Issue: -----
----------
Q43: What is the outbound delivery’s current status: ------------
----------
-----------
----------
------------

-----------
Exercise 05-02
Page 26 of 26
----------
-----
Q50: What is the transaction code to create a billing document:
-----------
Q51: What was the document number for Customer Invoice: ---
-----------
Q52: What is the Invoice’s current status: ------------------------
------------
------------

-----------
-------------
------------
-----------
-----
Q59: What is the transaction code to receive customer
payment: ---------------------------------------------------------------
-
Q60: What is the Accounting Document’s current status: -------
------------
------------
-----------
-------------
Q64: How many Off road Helmets are in unrestricted stock: ----
-----------

-----------
-----
Q67: What is the balance of DC Bike’s account: -----------------
------------
1.00000000PrintButton1: ResetButton1: Button1: Q_01: Q_02:
Q_03: Q_04: Q_05: Q_06: Q_07: Q_08: Q_09: Q_10: Q_11:
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Q_21: Q_22: Q_23: Q_24: Q_25: Q_26: Q_27: Q_28: Q_29:
Q_30: Q_31: Q_32: Q_33: Q_34: Q_35: Q_36: Q_37: Q_38:
Q_39: Q_40: Q_41: Q_42: Q_43: Q_44: Q_45: Q_46: Q_47:
Q_48: Q_49: Q_50: Q_51: Q_52: Q_53: Q_54: Q_55: Q_56:
Q_57: Q_58: Q_59: Q_60: Q_61: Q_62: Q_63: Q_64: Q_65:
Q_66: Q_67: I_06: I_07: I_08: I_09: I_10: I_14: I_15: I_16:
I_17: I_18: I_27: I_28: I_29: I_30: I_31: I_36: I_37: I_38: I_39:
I_40: I_44: I_45: I_46: I_47: I_48: I_53: I_54: I_55: I_56: I_57:
I_61: I_62: I_63: I_64: I_65: I_01: I_02: I_03: I_04: I_05: I_11:
I_12: I_13: I_19: I_20: I_21: I_22: I_23: I_24: I_25: I_26: I_32:
I_33: I_34: I_35: I_41: I_42: I_43: I_49: I_50: I_51: I_52: I_58:
I_59: I_60: I_66: I_67:

Chapter 03: Financial Accounting
Exercise 03-01: Review Master Data
Single Company Code
Version 1
Rev: 01/03/2011
Introduction
overlooked.
A pencil prompts you to write down an important piece of
information.

identifier.
The fulfillment process in GBI starts by receiving a customer’s
inquiry and creating an internal sales
quotation.
Exercise 05-01: Review Fulfillment Master Data
Single Company Code
Version 1
Rev: 01/03/2011
Name(s):
Course & Selection:
Identifier:
Client:

Page 2 of 13
Exercise 05-01
Single Company Code
Exercise 3-2 GBI Financial Accounting-SCC
Exercise 3-4 GBI Asset Accounting-SCC
Exercise 4-2 GBI Procurement-SCC

Exercise Workflow
will need the following deliverables:
In the System:
On Paper:
Your may be assigned additional deliverables. Make certain to

View
Inventory
Balance
View
Customer
A/R Balance
View
Material
Master
View
Customer
Master
Page 3 of 13
Exercise 05-01

Single Company Code
Step 1: Review Balance Sheet Account – (Bank)
balance:
balance:
Q1: What is the transaction code to display Inventory Balance:-
-------------
Step 1.3: In the “Stock Overview: Company Code/Plant/Storage
Location/Batch” screen,

(EXECUTE)
Q2: What is the material type for elbow pads: --------------------
---------------
Q3: How many elbow pads are in reserved stock: ----------------
-------------------
Q4: How many elbow pads are in restricted stock:----------------
--------------------
View
Inventory
Balance
View
Customer
A/R Balance
View
Material

Master
View
Customer
Master
Material Your Elbow Pad - EPAD1 ###
Plant DC Miami
Navigation
Page 4 of 13
Exercise 05-01

Single Company Code
In the System:
On Paper:
tions

Page 5 of 13
Exercise 05-01

Single Company Code
Step 2: Review Profit and Loss Account – Supplies Expense
Step 2.1: Navigate to the transaction to view Customer A/R
Balance:
Q5: What is the transaction code to display Customer A/R
Balance: ------------------
Step 2.2: In the “Customer Balance Display” screen, enter the
following:
If you have trouble finding your version of DC Bikes when
searching for the customer number,
remember to use your ### identifier as the search term.
(EXECUTE)
If you see a message that reads “No data read for Fiscal year
#### (long text),” this simply
means that no data are currently posted to this customer.

View
Inventory
Balance
View
Customer
A/R Balance
View
Material
Master
View
Customer
Master
Customer Code of your DC Bikes
Company Name US00
Fiscal Year The current year
Navigation

Page 6 of 13
Exercise 05-01
Single Company Code
Q6: What is the credit amount for DC Bikes: -------------------
---------------
Q7: What is the debit amount for DC Bikes: --------------------
--------------

Q8: Is A/R a credit or debit balance: ----------------------------
------------------
In the System:
On Paper:

Page 7 of 13
Exercise 05-01
Single Company Code
Step 3: View Material Master
Step 3.1: Navigate to the transaction to display material master:

Q9: What is the transaction code to display a material: -------
-------------------
Q10. What is the transaction code to immediately create a
material
(general): ---------------------------------------------------------------
-------
Q11. What is the transaction code to change a material: --------
------------------
Step 3.2: In the “Display Material (Initial Screen)” enter the
Step 3.3: In the “Select View(s)” window highlight the
following options:
Basic Data 1
Sales: Sales Org. Data 1
Sales: General/Plant Data
Accounting 1

The first time you perform the above step, click on the orange
diskette Save icon (default values) on
the dialog box. This will save these selections as defaults so
that they will automatically be selected the
next time you access this step. In subsequent iterations of this
step, just click ENTER.
(ENTER)
View
Inventory
Balance
View
Customer
A/R Balance
View
Material
Master
View
Customer
Master

Material Your version of Off Road Men’s Bike
Navigation
Current
Page 8 of 13
Exercise 05-01
Single Company Code

Step 3.4: Next, in the “Organizational Levels” window, specify
the desired organization
levels.
The first time you go through the above step, click on the
orange diskette Save icon (default values)
on the dialog box. This will save these selections as defaults so
that they will automatically be selected the
next time you access this step. In subsequent iterations of this
step, just click ENTER.
(ENTER)
In the System:
On Paper:

Plant DC Miami
Sales Org. US East
Distribution Channel Wholesale
Your
Material
Number
Base
Unit of
Measure
Gross
Weight
and
Unit of
Weight
Material
Group
Sales

Organization
Division
Loading
Group
Valuation Class
Page 9 of 13
Exercise 05-01
Single Company Code

Step 4: View Customer Master
Step 4.1: Navigate to the transaction to display customer
master:
Q12: What is the transaction code to display a Customer: ------
--------------------
Q13: What is the transaction code to create a Customer: -------
-------------------
Q14. What is the transaction code to change a Customer: -----
---------------------
Step 4.2: In the “Customer Display: Initial Screen” enter the
(ENTER)

View
Inventory
Balance
View
Customer
A/R Balance
View
Material
Master
View
Customer
Master
Customer Code for your DC Bikes
Sales Organization Code for US East
Distribution Channel Code for Wholesale
Division Code for Bicycles
Navigation

Page 10 of 13
Exercise 05-01
Single Company Code
Q15: What is the postal code for your customer: ----------------
--------------

Q16: What transportation zone is your customer in: ------------
---------------
Q17: What is the “tax jurisdictn” for your customer: -----------
-------------------
Step 4.3: Click the “Sales Area Data” tab and answer the
following:
Q18: What is the “Cust.pric.proc” for your customer: ----------
-----------------
Q19: What is the delivery priority for your customer: ----------
-----------------------------------------
Q20: What are the incoterms for your customer: -----------------
-------------------------------------------
Q21: What are the shipping conditions for your customer: -----
-----------------
Q22: What currency does your customer use: --------------------
---------------

In the System:
On Paper
Page 11 of 13
Exercise 05-01
Single Company Code

Attachment 1: Exercise Answer Sheet
Name(s): --------------------------
Course & Selection: -----------------
Identifier: ------------------------------
Client: ------------------------------
Page 12 of 13
Exercise 05-01

Single Company Code
Q1: What is the transaction code to display Inventory Balance:
-------------
Q2: What is the material type for elbow pads: --------------------
------------
Q3: How many elbow pads are in reserved stock:--------- ------
------------
Q4: How many elbow pads are in restricted stock:--------- -----
-------------
Q5: What is the transaction code to display Customer A/R
Balance:--------- ---------
Q6: What is the credit amount for DC Bikes: ---------------------
-------------

Q7: What is the debit amount for DC Bikes: ----------------------
-------------
Q8: Is A/R a credit or debit balance:--------- ---------------------
-------------
Q9: What is the transaction code to display a material: ----------
-------------
Q10: What is the transaction code to create a material
(general): ------------------
Q11: What is the transaction code to change a material: ---------
-------------
Q12: What is the transaction code to display a Customer:-------
--------------
Q13: What is the transaction code to create a Customer:---------
--------------
Q14: What is the transaction code to change a Customer: -------
-------------
Q15: What is the postal code for your customer: -----------------
-----------------

Q16: What transportation zone is your customer in:-------------
---- -----------------
Q17: What is the “tax jurisdictn” for your customer: ------------
----------------------
Q18: What is the “Cust.pric.proc” for your customer:-----------
------ -----------------
Q19: What is the delivery priority for your customer: -----------
-----------------------
Q20: What are the incoterms for your customer:-----------------
--------------
Q21: What are the shipping conditions for your customer:-------
--------------
Q22: What currency does your customer use: ---------------------
----------------

of 13
Exercise 05-01
Single Company Code
Your
Material
Number
Base
Unit of
Measure

Gross
Weight
and
Unit of
Weight
Material
Group
Sales
Organization
Division
Loading
Group
Valuation Class
1.00000000PrintButton1: ResetButton1: Button1: Q_01: Q_02:
Q_03: Q_04: Q_05: Q_06: Q_07: Q_08: Q_09: Q_10: Q_11:
T_01: T_02: T_03: T_04: T_05: T_06: T_07: T_08: Q_12:
Q_13: Q_14: Q_15: Q_16: Q_17: Q_18: Q_19: Q_20: Q_21:
Q_22: I_01: I_02: I_03: I_04: I_05: I_06: I_07: I_08: I_09:
I_10: I_11: I_12: I_13: I_14: I_15: I_16: I_17: I_18: I_19: I_20:
I_21: I_22: TI_01: TI_02: TI_03: TI_04: TI_06: TI_07: TI_08:

TI_05:
Introduction
overlooked.
A text box prompts you to type-in an important piece of
information.

identifier.
Always work with your data – your vendor, your materials,
your general ledger accounts, etc.
The procurement process is used to purchase material from a
vendor. This process can be used to
purchase trading goods as well as raw materials.
Chapter 04: The Procurement Process
Exercise 04-02: Review Procurement Master Data
Single Company Code
Rev: 01/03/2011
Name(s):
Course & Selection:
Identifier:

Client:
Exercise 04-02
Page 2 of 23
In this exercise you will execute the procurement process to
purchase the following trading goods: Elbow
Pads, Road Helmets, Repair Kits, Off Road Helmets, and Knee
Pads. You will be purchasing 50 of each of
these goods from Olympic Protective Gear to be delivered to
GBI’s Miami plant.
Exercise 4-1: Review Procurement Master Data
Exercise Workflow

this exercise. For this exercise you will
need the following deliverables.
In the System:
On Paper:

Create
Purchase
Requisition
Creat & Send
Purchase
Order
Receive
Shipment
from Vendor
Receive
Invoice from
Vendor
Send
Payment to
Vendor

Exercise 04-02
Page 3 of 23
Step 1: Create Purchase Requisition
In this step, the Purchase Requisition is created for internal
purposes only. It is recommended that you
keep several windows opened (to view inventory and vendor
account balances). Refresh these windows
each step of the procurement process to review the
consequences of your actions.
Step 1.1: Review material inventory
Refer to a previous exercise for instructions to review material
inventory. Review the inventory of your
elbow pads, road helmets, repair kits, off road helmets, and
knee pads, and answer the following
questions.
Q1: How many elbow pads are in inventory before the
requisition: -------

Q2: How many road helmets are in inventory before the
requisition: ------
Q3: How many repair kits are in inventory before the
requisition: ---------
Q4: How many off road helmets are in inventory before the
requisition: --
Q5: How many knee pads do you have before the requisition: -
-----------
Step 1.2: Review vendor account balance
Refer to a previous exercise for instruction to review account
balances. Then, review the balance in your
vendor’s account, and answer the following question.
Q6: What is the balance in your vendor’s account before the
requisition: --
Step 1.3: Navigate to the transaction to create a purchase
requisition

Q7: What is the transaction code for Create Purchase
Requisition: --------
Create
Purchase
Requisition
Create & Send
Purchase
Order
Receive
Shipment
from Vendor
Receive
Invoice from
Vendor
Send
Payment to
Vendor
Navigation

Exercise 04-02
Page 4 of 23
Q8: What is the transaction code for Change Purchase
Requisition: -------
Q9: What is the transaction code for Display Purchase
Requisition: --------
Step 1.4: In the “Create Purchase Requisition” screen, enter the
following data:

Document Type (shopping cart icon) Purchase Requisition (if
not already defaulted)
The screen is divided into three sections – header, item
overview, and details. Clicking the
icon next to each section will open or close the section. Open
the sections as needed to complete
the tasks below.
Open the Item Overview section, and enter the following data
for the five items to be purchased:
Material (one line item for each) Code for your Material
Number(s) for the five trading
good(s) to be purchased from your supplier.
Quantity 50 of each of your five materials, one per line
Delivery Date One week from today
Plant Code for the Miami Distribution Center
Storage Location Code for the Trading Goods storage location
Purchasing Group Code for North America
Desired Vendor Code for your Olympic Protective Gear

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