Running the Inventory

Objective

After completing this lesson, you will be able to run inventory processes.

Exercise: Run an Item Management scenario in SAP Business One

To enhance your learning experience, utilize the demo database for SAP Business One to work through the case studies. You have the option to practice using the case study file and then verify your work with the solution file. Alternatively, you can directly refer to the solution for step-by-step guidance accompanied by helpful screen shots.

Practice how to:

  • Add a new item master data record
  • Change item master data settings
  • Duplicate item master data
  • Set up item properties

Case Study: Item Management

Case Study Solution: Item Management

Exercise: Run a Warehouse Management scenario in SAP Business One

To enhance your learning experience, utilize the demo database for SAP Business One to work through the case studies. You have the option to practice using the case study file and then verify your work with the solution file. Alternatively, you can directly refer to the solution for step-by-step guidance accompanied by helpful screen shots.

Practice how to:

  • Create purchase and sales documents
  • Cancel a goods receipt
  • Make an internal inventory transfer
  • Use bin locations
  • Perform a drop shipment process

Case Study: Warehouse Management

Case Study Solution: Warehouse Management

Exercise: Run a Perpetual Inventory scenario in SAP Business One

To enhance your learning experience, utilize the demo database for SAP Business One to work through the case studies. You have the option to practice using the case study file and then verify your work with the solution file. Alternatively, you can directly refer to the solution for step-by-step guidance accompanied by helpful screen shots.

Practice how to:

  • Check company settings for inventory valuation
  • Create items with different valuation methods
  • View the accounting effect of each valuation method

Case Study: Perpetual Inventory

Case Study Solution: Perpetual Inventory

Exercise: Run a Serial and Batches scenario in SAP Business One

To enhance your learning experience, utilize the demo database for SAP Business One to work through the case studies. You have the option to practice using the case study file and then verify your work with the solution file. Alternatively, you can directly refer to the solution for step-by-step guidance accompanied by helpful screen shots.

Practice how to:

  • Create an inventory transfer with serial number managed items
  • Make serial number reservations in a sales order
  • Replace serial number reservations
  • View serial and batch number reports

Case Study: Serial and Batches in Process

Case Study Solution: Serial and Batches in Process

Summary

  • Practice adding, modifying, and duplicating item master data records, set item properties, and verify steps using provided solution files.
  • Work through warehouse management case study: create purchase and sales documents, internal transfers, and perform drop shipment processes efficiently.
  • Explore perpetual inventory scenarios: check company inventory valuation settings, create items with different methods, and review accounting implications.
  • Manage inventory transfers with serial number managed items, reserve serial numbers, replace them, and view serial and batch number reports.

Learning

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