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Lesson 3 Master Data PDF

This document discusses master data and document handling in SAP Business One (SBO). It defines master data as key information used to describe customers, vendors, items, etc. It explains that SBO tracks business activities using documents constructed from master data, which increases productivity and reduces errors. The types of master data include customer, item, and account masters. The document also provides instructions for creating business partner and item master records and searching the master data lists.

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Joshua Junsay
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
153 views

Lesson 3 Master Data PDF

This document discusses master data and document handling in SAP Business One (SBO). It defines master data as key information used to describe customers, vendors, items, etc. It explains that SBO tracks business activities using documents constructed from master data, which increases productivity and reduces errors. The types of master data include customer, item, and account masters. The document also provides instructions for creating business partner and item master records and searching the master data lists.

Uploaded by

Joshua Junsay
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Accounting Information System

At the end of the lesson, the student will be able to:

• Enumerate the types of master data and marketing


documents in SBO.
• Create and handle marketing, production and
banking documents used in day-to-day
transactions.

Accounting Information System (AIS)


LESSON THREE: MASTER DATA AND DOCUMENT HANDLING

MASTER DATA:
refers to the key information that describes your
customers, vendors, and leads as well as items that your
company buys and sells

ü SAP Business One tracks business activities using


documents such as purchase orders, invoices, production
orders, sales orders, and so on
ü Each of these documents is constructed from smaller
reusable chunks of data called master data
ü Creating documents from master data increases
productivity, ensures data consistency, and reduces errors

Accounting Information System (AIS)


TYPES OF MASTER DATA

Most software systems have lists of data that are shared


and used by several of the applications that make up the
system
ü For example, a typical ERP system as a minimum will
have a Customer Master, an Item Master, and an
Account Master
ü Both Financial Accounting and Purchasing use
vendor master data. General data and data relevant
to both departments is stored in shared master
records to avoid duplication

Accounting Information System (AIS)


MASTER DATA: Searching the Master Data List

ASTERISK (*) SIGN:


• One can show all the inventory items inside the master data list by placing an asterisk (*) in
the item number or description field
• The same procedure applies for business partner master data, you can just type asterisk (*)
in the BP Code field.
• However, you can do a wild card search by placing the asterisk (*) before, after or in the
middle of the word that you want to search. The list would show all items that contains the
particular string that you used.
• You could also find specific information by typing in the word or number that you are
looking for in the particular field

Accounting Information System (AIS)


BUSINESS PARTNER MASTER DATA

Each customer, vendor, or interested party is


entered in the system as a master record. Use the
Business Partner Master Data to record and retrieve
business partner (customers, vendors, and leads)
information and schedule business partner activities.

It typically includes:
ü Company details, including addresses and
telephone numbers
ü Business partner contact persons, including
telephone numbers and E-mail addresses
ü Logistic details
ü Tax information
ü Accounting information
ü Details of payment terms

Accounting Information System (AIS)


BUSINESS PARTNER MASTER DATA: How to Create?

1. Go to Modules Menu >


Business Partners > Business
Partners Master Data.
Business Partner Master Data
window will open

Accounting Information System (AIS)


BUSINESS PARTNER MASTER DATA: How to Create? 2. Business Partner Master Data
window will open. Switch to find
mode by clicking the (Add) in the
tool bar or simple press Ctrl + A in
your keyboard.
3. On the Business Partner Master Data
header, input the following
information:
Code: V1000
BP Type (Dropdown list): Vendor
Name: 1128 Appliance Center
Group: Appliance
(Note: If Business Partner Group is not
available as an option on the list, click
Define New.)
4. You can input additional information
on the General tab, Contact Persons,
Addresses, Payment Terms, etc.
5. Click Add.

Accounting Information System (AIS)


ITEM MASTER DATA

The Item Master Data consists of the general area and seven tabs. Each tab enables you to manage
sales and purchase items, warehouse items, and planning data for MRP and Production

SAP Business One, provides optimum support for your business processes
• In Sales, it helps you create orders, delivery notes, and outgoing invoices because prices, sales
units and gross profit calculate automatically
• Using the item data in the system, you can optimize stockholding. You have complete control
over stock quantities at all times and can also analyze the financial aspects of stockholding at
the same time
• Use the general area to maintain general item information relevant for all types of items.
• The system allows you to control production based on the items that are used for production and
based on the finished product and any by-products created.

Accounting Information System (AIS)


ITEM MASTER DATA: How to Create?

1. Go to Modules Menu > Inventory > Item Master Data


2. Item Master Data window will open. Switch to find mode by clicking the (Add) in the
tool bar or simple press Ctrl + A in your keyboard.
3. Input on the following information:
Item No: A1000
Description: Linens
Item Group: Consumables
Unit Price: 60
4. Go to Inventory Data Tab
5. Input the following information:
Warehouse Code: 01
Warehouse Name: General Warehouse
6. Click Add.

Accounting Information System (AIS)


Accounting Information System (AIS)
At the end of the lesson, the student will be able to:

• Enumerate the types of master data and marketing


documents in SBO.
• Create and handle marketing, production and
banking documents used in day-to-day
transactions.

Accounting Information System (AIS)

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