` SAP B1 on Cloud – Operations Management

EXERCISE WORKBOOK
FOR STUDENT 13

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Table of Contents
1. Customer BP Master Data.......................................................................................................................4
Exercise 1.1..............................................................................................................................................4
2. Vendor BP Master Data...........................................................................................................................5
Exercise 2.1..............................................................................................................................................5
3. Item Master Data.....................................................................................................................................6
Exercise 3.1..............................................................................................................................................6
4. Purchase Process.....................................................................................................................................7
Exercise 4.1..............................................................................................................................................7
Exercise 4.2..............................................................................................................................................8
Exercise 4.3..............................................................................................................................................9
Exercise 4.4............................................................................................................................................10
Exercise 4.5............................................................................................................................................11
5. Sales Process.........................................................................................................................................12
Exercise 5.1............................................................................................................................................12
Exercise 5.2............................................................................................................................................13
Exercise 5.3............................................................................................................................................14
Exercise 5.4............................................................................................................................................15
Exercise 5.5............................................................................................................................................16
6. New Warehouses...................................................................................................................................17
Exercise 6.1............................................................................................................................................17
7. New Item Group....................................................................................................................................18
Exercise 7.1............................................................................................................................................18
8. Items Managed by Batches....................................................................................................................19
Exercise 8.1............................................................................................................................................19
9. Items Managed by Serial Numbers........................................................................................................20
Exercise 9.1............................................................................................................................................20
10. Pick and Pack.......................................................................................................................................21
Exercise 10.1..........................................................................................................................................21
Exercise 10.2..........................................................................................................................................22

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Exercise 10.3.............................................................................23
Exercise 10.4..........................................................................................................................................24
Exercise 10.5..........................................................................................................................................25
11. Period and Volume Discount...........................................................................................................26
Exercise 11.1..........................................................................................................................................26
Exercise 11.2..........................................................................................................................................27
Exercise 11.3..........................................................................................................................................28
12. Good Receipt & Good Issue.................................................................................................................29
Exercise 12.1..........................................................................................................................................29
Exercise 12.2..........................................................................................................................................30
Exercise 12.3..........................................................................................................................................31
Exercise 12.4..........................................................................................................................................32
13. Sales Opportunities.............................................................................................................................33
Exercise 13.1..........................................................................................................................................33
Exercise 13.2..........................................................................................................................................35
14. Services................................................................................................................................................37
Exercise 14.1..........................................................................................................................................37

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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1. Customer BP Master Data

Exercise 1.1
Header
  Code: CU00013  
  BP Type Customer  
  Name Kris  
  Group Large Accounts  
General
  Tel No: 68793465  
  Mobile Phone: 90456334456  
  E-Mail [email protected]  
Contact Person
  Contact ID: KG-904  
  First Name: Jade  
  Title: Mr.  
  Middle Name: Zaraspe  
  Last Name: Casao  
  Address: Bohol  
  Telephone No: 56837348  
  Mobile Phone: 90680935567  
  E-Mail [email protected]  
Payment Term
  Payment Terms: Net 60  
  Price List: Distributor Sales Price  

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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2. Vendor BP Master Data

Exercise 2.1
Header
  Code: SU00013  
  BP Type Vendor  
  Name Marie Flower Shop  
  Group Suppliers  
General
  Tel No: 44551122  
  Mobile Phone: 96655887744  
  E-Mail [email protected]  
Contact Person
  Contact ID: MO-999  
  First Name: Jen  
  Title: Mr.  
  Middle Name: Banaag  
  Last Name: Delmo  
  Address: Bulacan  
  Telephone No: 56231245  
  Mobile Phone: 92010306050  
  E-Mail [email protected]  
Payment Term
  Payment Terms: Net 30  
  Price List: Base Price  

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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3. Item Master Data

Exercise 3.1
Add the following items:

Item No. Description Item Group Unit Price

IM00061 1TB Flash Drive Items 6590
IM00062 APC BX1100LI-MS 1100VA UPS AVR Items 635
IM00063 Intel Pentium CPU Items 12435
IM00064 HyperX Pulsefire FPS Pro RGB Gaming Mouse Items 3050
IM00065 Hp Deskjet 5275 Ink Advantage AIO Printer Items 6450

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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4. Purchase Process
Exercise 4.1
Perform the following purchase transaction

Input the required information, use the selection list when available:
Vendor: SU00013
Name: Marie Flower Shop
Posting Date: Date Today
Item No: IM00061
Quantity: 51 each
Click Add to save the document and Cancel the windows.

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Exercise 4.2
Perform the following purchase transaction

Input the required information, use the selection list when available:
Vendor: SU00013
Name: Marie Flower Shop
Posting Date: Date Today
Item No: IM00062 and IM00063
Quantity: 15 each
Click Add to save the document and Cancel the window.

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Exercise 4.3
Perform the following purchase transaction

Input the required information, use the selection list when available:
Vendor: SU00013
Name: Marie Flower Shop
Posting Date: Date Today
IM00061, IM00064 and
Item No: IM00065
Quantity: 9 each
Click Add to save the document and Cancel the window.

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Exercise 4.4
Perform the following purchase transaction

Input the required information, use the selection list when available:
Vendor: SU00013
Name: Marie Flower Shop
Posting Date: Date Today
IM00062, IM00063, IM00064 and
Item No: IM00065
Quantity: 7 each
Click Add to save the document and Cancel the window.

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Exercise 4.5
Perform the following purchase transaction

Input the required information, use the selection list when available:
Vendor: SU00013
Name: Marie Flower Shop
Posting Date: Date Today
IM00061, IM00062, IM00063, IM00064 and
Item No: IM00065
Quantity: 22 each
Click Add to save the document and Cancel the window.

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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5. Sales Process
Exercise 5.1
Perform the following purchase transaction

Input the required information, use the selection list when available:
Vendor: CU00013
Name: Kris
Posting Date: Date Today
Item No: IM00061
Quantity: 49 each
Click Add to save the document and Cancel the windows.

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Exercise 5.2
Perform the following purchase transaction

Input the required information, use the selection list when available:
Vendor: CU00013
Name: Kris
Posting Date: Date Today
Item No: IM00062 and IM00063
Quantity: 13 each
Click Add to save the document and Cancel the windows.

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Exercise 5.3
Perform the following purchase transaction

Input the required information, use the selection list when available:
Vendor: CU00013
Name: Kris
Posting Date: Date Today
IM00061, IM00064 and
Item No: IM00065
Quantity: 7 each
Click Add to save the document and Cancel the windows.

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Exercise 5.4
Perform the following purchase transaction

Input the required information, use the selection list when available:
Vendor: CU00013
Name: Kris
Posting Date: Date Today
IM00062, IM00063, IM00064
Item No: and IM00065
Quantity: 5 each
Click Add to save the document and Cancel the windows.

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Exercise 5.5
Perform the following purchase transaction

Input the required information, use the selection list when available:
Vendor: CU00013
Name: Kris
Posting Date: Date Today
IM00061, IM00062,
IM00063, IM00064 and
Item No: IM00065
Quantity: 20 each
Click Add to save the document and Cancel the windows.

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Input the screenshot of your output here:

6. New Warehouses
Exercise 6.1
Add the following items:

Warehouse Code W26 W27 W28 W29

Warehouse Name Calamba Tayabas Lucena Calapan

Location Calamba Tayabas Lucena Calapan

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Street No. Maumay Cornero Sabile Ubod

City Calamba Tayabas Lucena Calapan

Country Philippines Philippines Philippines Philippines

Input the screenshot of your output here:

7. New Item Group

Exercise 7.1

Helmets

Game Consoles

Gloves

Face Masks
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Art Materials
` SAP B1 on Cloud – Operations Management

Input the screenshot of your output here:

8. Items Managed by Batches

Exercise 8.1
Header
  Item No. B00013  
  Description Clay Do  
  Item Group Hair wax’s  
  Unit Price 85  
  Manage Item By Batches  
  Management Method On every Transaction  
 
  Item No. B0013A  
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

  Description ASAHI Ceiling Fan   Page 19 / 41

  Item Group
510082393.docx printed on 2/16/2021 0:56 a2/p2 Electric Fans  
  Unit Price 1500  
  Manage Item By Batches  
  Management Method On every Transaction  
` SAP B1 on Cloud – Operations Management

Input the screenshot of your output here:

9. Items Managed by Serial Numbers

Exercise 9.1

Header
  Item No. SN00013  
  Description Lenovo Ideapad 110 14  
  Item Group Laptops  
  Unit Price 17,379  
  Manage Item By Serial Numbers  
  Management Method On every Transaction  
 
  Item No. SN0013A  
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

  Description Lenovo Ideapad 320 15   Page 20 / 41

  Item Group
510082393.docx printed on 2/16/2021 0:56 a2/p2 Laptop  
  Unit Price 24,000  
  Manage Item By Serial Numbers  
  Management Method On every Transaction  
` SAP B1 on Cloud – Operations Management

Input the screenshot of your output here:

10. Pick and Pack

Exercise 10.1
Purchase Items:
Vendor: SU00013
Name: Marie Flower Shop

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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` SAP B1 on Cloud – Operations Management

Posting Date: Date Today

Item No: All items on Item Master Data Tab
Quantity: 50 each

Input the screenshot of your output here:

Exercise 10.2
Sales Order
Customer: CU00007
Name: Meryl
Posting Date: Date Today
Item No: IM00049
FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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` SAP B1 on Cloud – Operations Management

Quantity: 20

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Exercise 10.3
Sales Order
Customer: CU00008
Name: Reinee
Posting Date: Date Today
Item No: IM00050
Quantity: 20

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Exercise 10.4
Sales Order
Customer: CU00009
Name: John
Posting Date: Date Today
Item No: IM00051
Quantity: 20

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Exercise 10.5
Sales Order
Customer: CU00010
Name: Paul
Posting Date: Date Today
Item No: IM00052
Quantity: 20

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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11. Period and Volume Discount

Exercise 11.1
Create period and volume discounts for the following items:

Item No. Period Period Discount Volume Volume Discount

IM00061
10 days 25% 30 20%

IM00062

Create Sales Order for CU00013 with items IM00061 and IM00062

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Exercise 11.2
Create period and volume discounts for the following items:

Item No. Period Period Discount Volume Volume Discount

IM00063
15 days 20% 25 15%

IM00064

Create Sales Order for CU00013 with items IM00063 and IM00064

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Exercise 11.3
Create period and volume discounts for the following items:

Item No. Period Period Discount Volume Volume Discount

IM00065 20 days 15% 35 10%

Create Sales Order for CU00013 with items IM00065

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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12. Good Receipt & Good Issue

Exercise 12.1
Goods Receipt

Increase in inventory item because of freebies from suppliers

Item No: Quantity

IM00061 40
IM00062 40

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Exercise 12.2
Goods Receipt

Increase in inventory item due to unaccounted items in the warehouse

Item No: Quantity

IM00063 43
IM00064 44
IM00065 50

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Exercise 12.3
Goods Issue

Decrease in inventory item due to discovered theft in the warehouse

Item No: Quantity

IM00061 30
IM00062 30

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Exercise 12.4
Goods Issue

Decrease in inventory item due to warehouse fire

IM00063 55
IM00064 40
IM00065 45

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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13. Sales Opportunities

Exercise 13.1
Create a Sales Opportunity for L00025
Add a Lead Business Partner
  Code L00025  
  BP Type Lead  
  Name Conan Ly  
  Group Individual  
  Contact Person Conan Ly  
  Mobile Number +122-367-1895  
Create Opportunity
  Opportunity Type Sales  
  Business Partner L00025  
Potential
  Predicted Closing in 45 days  
  Potential Amount PHP 95,000  
Stages
Stage 1
Start Date Date Today
Closing Date Start Date of Stage 1
Stage Lead
Activity Social Media Injury
Stage 2
Start Date 3 days after Stage 1
Closing Date Start Date of Stage 2
Stage 1st Meeting
Activity Meeting
Stage 3
Start Date 5 days after Stage 2
Closing Date Start Date of Stage 3
Stage Quotation
Activity Meeting
Stage 4
Start Date 4 days after Stage 3
Closing Date Start date of Stage 4
Stage Order
Activity Meeting
Click Add. Produce Opportunities Pipeline

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Exercise 13.2
Create a Purchase Opportunity for L00026
Add a Lead Business Partner
  Code L00026  
  BP Type Lead  
  Name Jessica Sanches  
  Group Individual  
  Contact Person Jessica Sanches  
  Mobile Number +385-873-0065  
Create Opportunity
  Opportunity Type Purchase  
  Business Partner L00026  
Potential
  Predicted Closing in 20 days  
  Potential Amount PHP 100,000  
Stages
Stage 1
Start Date Date Today
Closing Date Start Date of Stage 1
Stage Lead
Activity Phone Call
Stage 2
Start Date 2 days after Stage 1
Closing Date Start Date of Stage 2
Stage 1st Meeting
Activity Meeting
Stage 3
Start Date 4 days after Stage 2
Closing Date Start Date of Stage 3
Stage Negotiation
Activity Meeting
Stage 4
Start Date 2 days after Stage 3
Closing Date Start date of Stage 4
Stage Order
Activity Meeting
Click Add. Produce Opportunities Pipeline

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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14. Services
Exercise 14.1
Record a Service Call based on the details below :
  Service Call Type Sales  
  BP Code CU00013  
  Item IM00013  

  General  
  Origin Telephone No.  
Problem Type Functional  

  Activities  
  Activity Phone Call  
  Duration 14 minutes  
  Priority Normal  

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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15.
Exercise 15.1
1. Add the following items on the Item Master Data:
Item No. PR250000
Description Flat Television
Item Group Finished Goods

Item No. PR251000

Description Flat Television - Casing
Work in Process
Item Group Inventory
Production Data Phantom Item

Item No. PR251001

Description Glass
Item Group Raw Materials
Unit Price 200

Item No. PR251002

Description Plastic;Copper
Item Group Raw Materials
Unit Price 300

Item No. PR252000

Description Flat Television - Inside
Work in Process
Item Group Inventory
Production Data Phantom Item

Item No. PR252001

Description Cerium
Item Group Raw Materials
Unit Price 500

Item No. PR252002

Description Electronic Circuits
Item Group Raw Materials
Unit Price 500

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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` SAP B1 on Cloud – Operations Management

Complete the Production Process based on this diagram

Input the screenshot of your output here:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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` SAP B1 on Cloud – Operations Management

Exercise 15.2
2. Add the following items on the Item Master Data
Item No. PR260000
Description Eye Glasses
Item Group Finished Goods

Item No. PR261000

Description Cellulose-acetate (Plastic)
Item Group Raw Materials
Unit Price 150

Item No. PR262000

Description Special Glass
Item Group Raw Materials
Unit Price 100

Complete the Production Process based on this diagram

Input the screenshot of your output here :

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

Page 41 / 41

510082393.docx printed on 2/16/2021 0:56 a2/p2