UNIVERSITY OF THE EAST - CALOOCAN CAMPUS

College of Business Administration

SY 2020 - 2021
BSA 3103 - Accounting Information System

NAME John Kenneth C. Pimentel CLASS ID: 19

SECTION BSA 2E DATE December 11, 2020

Module No. : Activity No.: 2

Topic : Pricing
SAP B1 on Cloud
Topic 5: Expenditure Cycle – Part 2: Inventory Management

At the conclusion of this exercise, you will be able to:

• Set a manual price
• Ensure the right pricelist is chosen for a customer automatically
• Create a new pricelist
• Calculate prices automatically with the last purchase price list
• Set up special prices for a customer with quantity-based discounts
• Copy special prices from one customer to another

Objective:
In this exercise, you explore various options in prices. You create a new item and manually set
prices for multiple price lists. You create a new customer and assign the appropriate price list.
Then you check that the price list is determined automatically in a sales order for that customer.

Next you create a new price list based on another price list. You check that prices are
determined automatically.

You create purchasing transactions to learn empirically how and when the last purchase price is
determined in the system.

You set up special prices for customers. First you set a 10% discount for a particular item, then
you add quantity-based discounts for a different item. You test the prices by creating a sales
order for that customer. Later you extend these special prices to another customer.

5-1 Add a new item in the system and maintain prices manually.
5-1-1 Enter the following information for the new item.

Field Name or Data Type Values

Item <Initials>2002
e.g.: Gemrey L. Mangle
therefore, item code is GLM2002
Description <YourName> Screen Monitor
e.g.: Gemrey L. Mangle
therefore, item description is Gemrey
Screen Monitor
Price List Base Price
150
Price List Regular Sales Price
400
Price List Small Account Sales Price
500

Maintain all the prices in the specified price lists for the item master record by
changing the dropdown in the field price list to each price list needed.
Alternately, you can save the item master record and enter the prices in the
Inventory ® Price Lists ® Price Lists menu by double-clicking each price list
and entering the required price for the item.
5-2 Create a new customer, <INITIALS>200, <YourName> Inc. Since this customer initially
only orders small quantities, assign him your terms for stores. Assign the Small
Accounts price list in the payment terms.
Field Name or Data Type Values
Code <Initials>200
Customer
Name <YourName> Inc.
Group Small Accounts
5-2-1 Create a sales order for customer <INITIALS>200 and item <INITIALS>2002. Make
sure that the system chooses the right price.
Field Name or Data Type Values
Customer <INITIALS>200
Delivery Date Today’s date
Item <INITIALS>2002
Quantity 1
Check the price by displaying the item master record and comparing the price in
the document with the price in the Small Account Sales Price price list.
Sales Order Number: ______________
Save the order.

5-2-2 Create a new price list called Test

Tip: In order to create a new price list, place your cursor on the row number and
Right mouse click ® Add Row.

5-2-3 The base price list is the Base Price and the factor is 2
Update the price list.

5-2-4 Create a new item <INITIALS>2004 (<YourName>Easy Pixel Monitor) and

assign it a purchase price
(Base Price) of 300.00 units of your national currency.

Field Name or Data Type Values

Item <INITIALS>2004
Description <YourName>Easy Pixel
Monitor
Price List Base Price
300

5-2-5 Call up the Price List screen and go to your Test price list. Check the price of
your item. What is the price for <INITIALS>2004?
____________________________________________________.
5-2-6 Create a sales order for customer <INITIALS>200 and material
<INITIALS>2004. What price list will be used in the sales order?
____________________________________________________

Field Name or Data Type Values

Customer <INITIALS>200
Delivery Date Today’s date
Item <INITIALS>2004

Make sure that the new Test price list (and not the price list in the customer
master record) is used in this document.
Add your sales order.
Sales Order number: _____________________

5-3 Instead of entering purchase prices manually in the purchasing price list, you can also
allow the system to calculate these prices automatically using the Last Purchase Price
system price list.
Calculate prices automatically using the Last Purchase Price list.
5-3-1 Change the Base Price so that it is calculated based on the Last Purchase Price
list.
 Field Name or Data Type Values
Base Price List Last Purchase Price
Factor 1
Choose Update.

5-3-2 Create a new item master, <INITIALS>2003 (<YourName>Flat X-Large

Monitor). Do not assign any price to this item. Check the price in the Last
Purchase Price list.

Field Name or Data Type Values

Item <INITIALS>2003
Do not enter any price! Add the item.
Check the price in the Last Purchase Price list. Is there an entry for the last
purchase price?
______________________________________________________

5-3-3 Now order 10 units of the new item, <INITIALS>2003, from vendor
<INITIALS>1010 at the price of 250.00 units of your national currency. Create a
goods receipt posting with reference to the purchase order. Then display the
Base Price price list and check whether the last purchase price has updated the
Base Price list.

Field Name or Data Type Values

Vendor <INITIALS>1010
Item <INITIALS>2003
Quantity 10
Unit Price 250
Add the purchase order.
Purchase Order number: _________________________

Receive the items from the vendor.

Field Name or Data Type Values

Vendor <INITIALS>1010
Add the Goods Receipt PO.
Goods Receipt PO number: __________________

Check the price lists again. Is the last purchase price updated?

_______________________________________________________

5-3-4 You can now post the AP invoice for item <INITIALS>2003 with a purchase price
of 250. Check again whether the last purchase price has been updated and has
therefore updated the other price lists.

Field Name or Data Type Values

Vendor <INITIALS>1010
Posting Date Today’s date

Add the A/P Invoice.

A/P Invoice number: _______________________
Is the last purchase price updated?
__________________________________________

5-3-5 Now find out if the prices related to other price lists have been calculated.
Confirm the result by checking the situation in the Price Lists menu.
________________________________________________

________________________________________________
5-4 Special prices
5-4-1 You have agreed on a special discount of 10% of the store price (Small Account
Sales Price price list) for the item <INITIALS>00008 with customer
<INITIALS>23900.

Field Name or Data Type Values

BP Code <INITIALS>23900
Price List Small Account Sales Price
Item No. <INITIALS>00008
Discount Percentage 10

5-4-2 You have also negotiated a special price with quantity-based discounts for item
<INITIALS>00005 (5% discount as of two units, 10% as of four units) with the
same customer. This quantity-based discount is to be valid for three months.
Create a sales order for 5 units for customer <INITIALS>23900 and materials
<INITIALS>00008 and <INITIALS>00005.
Add item <INITIALS>00005 to the special prices for business partners.
Field Name or Data Type Values
Item No. <INITIALS>00005
Price List Small Account Sales Price
Discount Percentage 0
Enter the following values in the Special Prices Volume Discount window.

Field Name or Data Type Values

Quantity. 2
Discount 5
Quantity 4
Discount 10

Create a sales order for 5 units of <INITIALS>00005 and <INITIALS>00008 and

check that the prices are correct.

Field Name or Data Type Values

Customer <INITIALS>23900
Delivery Date Today’s date
Item <INITIALS>00008
Quantity 5
Item <INITIALS>00005
Quantity 5
Add the sales order.
Sales Order number: ___________________
Are the prices correct? ____________________________________

5-4-3 After lengthy negotiations, you agree to grant customer <INITIALS>30000 the
same conditions for items <INITIALS>00005 through <INITIALS>00008. Use the
copy function for special prices.
5-4-4 You want to grant customers <INITIALS>40000 and <INITIALS>42000 a special
discount for selected item groups. Create a discount of 10% for the Scanners
item group for customer <INITIALS>40000. Now copy the discount to customer
<INITIALS>42000:
Inventory ® Price Lists ® Special Prices ® Discount Groups.

Now copy the discount to customer <INITIALS>42000 (Copy to Selection

Criteria): In the selection field, enter customer <INITIALS>42000 (in the From
and To fields) and choose OK.

Create a sales order and check the prices. Make sure that the item is assigned to
the Scanners item group. Then you can expand the Choose From List by the
Group column.

Field Name or Data Type Values

Customer <INITIALS>42000
Delivery Date Today’s date
Item A2000
Check the prices to ensure the customer receives the appropriate discount.
Since this is only a check, choose Cancel to close the sales order.