Business Partner master data
Item master data
A/P Credit Memo
All users who add purchasing documents will be subject to the approval process specified in the approval template.
You must specify the names of all users who will be subject to the approval process.
You cannot mix predefined terms and user-defined queries in an approval template.
You must first define the approvers for each stage of the process.
You can include purchasing and inventory documents in the same approval template.
Cash Flow Report
Profit and Loss Statement
General Ledger Report
A non-inventory item can only be changed to a inventory item and not vice versa.
An inventory item can be changed to a non-inventory item and vice versa when the total quantity of the item is zero or the item has no open document.
An inventory item can be changed to a non-inventory item and vice versa only when the total quantity of the item is zero and the item has no open document.
An inventory item cannot be changed to a non-inventory item irrespective of any condition.
A production order must be released before components can be issued manually.
By-products can be added to the components list in a production order with a negative quantity to indicate items that are to be put into stock after production.
The list of components in a standard production order is created from the production bill of materials assigned to the finished product.
To issue each component individually as it is used, choose the backflush option.
You can only update the component details in a production order before the production order is released
The system automatically splits the invoice amount into three equal payments and posts a journal entry for each payment with the relevant due date.
The system posts a single journal entry that contains a row for each installment. The due date is set to date of the final installment.
The system posts three separate journal entries, one for each installment, each with the relevant posting date.
The system posts a single journal entry that contains a row for each installment with the relevant due date.
You can include sub-sorts and sub-totals.
You can add database fields to an existing query print layout.
Each query print layout is automatically assigned to a query in the system.
A query print layout can be based on several queries.
She did not include the new payment method in the vendor master data.
She did not assign the new payment method to the vendor properties.
She did not include the new payment method in the payment run defaults.
She did not set up outgoing checks in the 'Payment Terms' for the vendor master data.
You can create a purchase order based on a sales order.
A delivery date is optional when a sales order is first created.
A sales order entered for a product will reduce the available stock for that item by the quantities entered in the sales order
Once a sales order is added, it must be deleted and re-entered if there are changes to the order.
A sales order can be created from a quotation.
Allows the field to store rate, amount, and price types.
Allows the field to store the date and hour structures.
Allows the field to store a long description or notes.
Allows the field to store hyperlinks or image files.
Create a price list for the regular sales price. Create a hierarchy called 'seasonal prices' which will be based on the regular sales price list and will give time-based discounts for the season based on a factor Vincent enters.
Create a price list called 'regular sales price list' to list the regular sales prices. Whenever Vincent wants to have a seasonal price list, he will use the 'regular sales price list' as the base price list and enter a discount factor.
Create a price list called 'regular sales price list' to list the regular sales prices. Create another price list called 'seasonal price list'. Use the 'regular sales price list' as the base and set a factor by which to discount all the items. Whenever Vincent wants to change the prices on the seasonal price, he can change the factor without creating a new price list.
Create a price list which will contain the regular sales prices. Define period and volume discounts for the seasonal prices which will contain both the validity periods for the discounts and a factor to calculate the discounts for all items.
The total value for the inventory of product X is $300 if you are using the moving average valuation method.
The moving average cost of product X would be $30
Using FIFO method of inventory valuation, the current unit cost of sales for product X would be $10
You cannot determine the standard cost for this item with only the information given above.
Using the moving average valuation method, the current unit cost of sales for product X would be $15.
Production orders for the finished goods item.
Min. inventory levels
Since the purchase order cannot be changed or canceled in the system, he should create an Advance Goods Return for the excess quantity that he will receive from the purchase order.
Since he cannot change the purchase order, he should contact the vendor and ask them to send a smaller amount than is shown on the purchase order, then change the status on the purchase order to closed once the smaller amount is received.
He can reduce the quantity on the purchase order as longs as it has not yet been shipped and contact his vendor to let him/her know of the change.
Since the purchase order cannot be changed, he must cancel and re-create the purchase order for the correct amount.
This report allows you to analyze open opportunities for their chance of success.
The opportunities pipeline report contains both won and lost opportunities.
The dynamic graph format displays only open sales opportunities.
The report can be filtered by sales employee and by stage.
Opportunities can be displayed in a row format or as a segment in a graphic.
Committed - Ordered
In Stock - Committed
Committed + In Stock + Ordered
In Stock + Ordered - Committed
Contingency & Capital
Revenue & Capital
Assets & Liability
Revenue & Expenses
Ted does not have general authorization to view Business Partner account balances.
Ted is not the owner of this master data record.
The account balance field is negative, therefore Ted must determine the reason why.
Ted is not defined as a sales employee, therefore he has no access to account balances.