Exercises

Unit:

Sales A/R

Topic: Automating the Sales Process

At the conclusion of this exercise, you will be able to:
Ensure the item availability check is activated for sales orders
Set up an alternative item
Perform an item availability check in a sales order
Display the available-to-promise report
In this exercise, you review how the item availability check is
activated for sales orders. You create two new items and set
one as an alternative for the other. You create a sales order
and perform the item availability check and explore the
options available within the sales order.

5-1

How does the automatic availability check work?

5-1-1 How can you activate the automatic availability check for sales orders?
___________________________________________________________
5-1-2 Make sure that the automatic availability check for sales orders is activated in
your SAP Business One company.

5-2

You have two new items. Create the item master records and enter the quantities that
are already available.
5-2-1 Create the item master record with the following values.
Field Name or Data Type

Values

Item Number

A2010

Description

Rainbow Fast Sheet Feed

Scanner/Printer

Item Group

Rainbow Printers

Price List

Base Price

Unit Price

200

5-2-2 Post the goods receipt for a quantity of 5.

Field Name or Data Type

Values

Item Number

A2010

Quantity

Price List

Last Purchase Price

Unit Price

200

5-2-3 Create the second item master record.

Field Name or Data Type

Values

Item Number

A2020

Description

Rainbow USB Interface

Ultra Scanner/Printer

Item Group

Rainbow Printers

Unit Price

150

5-2-4 Post the goods receipt.

5-3

Field Name or Data Type

Values

Vendor

V10000

Item Number

A2020

Quantity

20

Unit Price

150

You want to sell the USB Interface Ultra Scanner/Printer as an alternative item to the
fast sheet fed scanner/printer.

5-3-1 Define the item A2020 as the alternative item of item A2010.

5-4

Field Name or Data Type

Values

Item Number

A2010

Item Number

A2020

Remarks

Alternative scanner

Customer C20000 orders scanners.

5-4-1 Create the sales order.
Field Name or Data Type

Values

Customer

C20000

Delivery Date

Todays date

Item Number

A2010

Quantity

The Item Availability Check window comes up automatically when you move
out of the Quantity field.
5-4-2 Look at the option Display Quantities in Other Warehouses from the
Availability Check window.
5-4-3 Choose Display Available-to-Promise Report from the Availability Check
window. Will new stock arrive in the warehouse soon?
_________________________________________________________
5-4-4 Choose Display Alternative Items from the Availability Check window. How
many pieces of the alternative item A2020 are available?
_________________________________________________________
5-4-5 Choose Change To Available Quantity from the Availability Check
window.

5-4-6 Add the alternative item to the sales order with a quantity of 2.
Field Name or Data Type

Values

Item Number

A2020

Quantity

Save the sales order.