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I. INTRODUCTION TO SAP
SYSTEMS, APPLICATIONS AND PRODUCTS in Data Processing

BRIEF HISTORY
SAP was founded in June 1972 as Systemanalyse und Programmentwicklung ("System Analysis and Program
Development") by five former IBM engineers in Mannheim, Baden-Württemberg:
Dietmar Hopp
Klaus Tschira
Hans-Werner Hector
Hasso Plattner, and
Claus Wellenreuther

As part of the Xerox exit strategy from the computer industry, Xerox retained IBM to migrate their business
systems to IBM technology. As part of IBM's compensation for the migration, IBM acquired the SDS/SAPE software,
reportedly for a contract credit of $80,000. The SAPE software was given by IBM to the founding ex-IBM employees
in exchange for founding stock provided to IBM, reportedly 8%. Imperial Chemical Industries (ICI) was SAP's first ever
customer in 1972.

The acronym was later changed to stand for Systeme, Anwendungen und Produkte in der
Datenverarbeitung ("Systems, Applications and Products in Data Processing").

In 1976, "SAP GmbH" founded, and moved its headquarters the following year to Walldorf. SAP AG became
the company's official name after the 2005 annual general meeting. AG is short for Aktiengesellschaft (corporation).
In August 1988, SAP GmbH transferred into SAP AG (a corporation by German law), and public trading started 4
November. Shares are listed on the Frankfurt and Stuttgart stock exchanges.

In 1995, SAP was included in the German stock index DAX. On 22 September 2003, SAP was included in the
Dow Jones STOXX 50. In 1991, Prof. Dr. Henning Kagermann joined the board; Dr. Peter Zencke became a board
member in 1993. Claus Heinrich, and Gerhard Oswald have been members of the SAP Executive Board since 1996.
Two years later, in 1998, the first change at the helm took place. Dietmar Hopp and Klaus Tschira moved to the
supervisory board and Dietmar Hopp was appointed Chairman of the supervisory board. Henning Kagermann was
appointed as Co-Chairman and CEO of SAP next to Hasso Plattner. Werner Brandt joined SAP in 2001 as a member
of the SAP Executive Board and Chief Financial Officer. Léo Apotheker was a member of the SAP Executive Board
and president of Global Customer Solutions & Operations from 2002, and was appointed Deputy CEO in 2007.
Apotheker became co-CEO alongside Kagermann in 2008.

Henning Kagermann became the sole CEO of SAP in 2003.[9] In February 2007, his contract was extended
until 2009. After continuous disputes over the responsibility of the development organization, Shai Agassi, a member
of the executive board who had been named as a potential successor to Kagermann, left the organization. In April
2008, along with the announcement of Apotheker as co-CEO, the SAP supervisory board also appointed three new
members to the SAP Executive Board, effective 1 July 2008: Corporate Officers Erwin Gunst, Bill McDermott, and Jim
Hagemann Snabe. With the retirement of Kagermann in May 2009, Apotheker took over as the sole CEO. He was
replaced by new co-CEOs Bill McDermott, head of field organization, and Jim Hagemann Snabe, head of product
development, effective 7 February,
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PRODUCTS
SAP's products focus on Enterprise Resource Planning (ERP). The company's main product is SAP ERP. The
current version is SAP ERP 6.0 and is part of the SAP Business Suite. Its previous name was R/3. The "R" of SAP R/3
stood for real time – even though it is not a real time solution. The number 3 related to the 3-tier architecture:
database, application server and client (SAPgui). R/2, which ran on a Mainframe architecture, was the predecessor
of R/3. Before R/2 came System RF, later dubbed R/1.
SAP ECC is one of five enterprise applications in SAP's Business Suite. The other four applications are:
o Customer Relationship Management (CRM) – helps companies acquire and retain customers, gain marketing
and customer insight
o Product Lifecycle Management (PLM) – helps manufacturers with product-related information
o Supply Chain Management (SCM) – helps companies with the process of resourcing its manufacturing and
service processes
o Supplier Relationship Management (SRM) – enables companies to procure from suppliers
Other major product offerings include: the NetWeaver platform, Governance, Risk and Compliance (GRC)
solutions, Duet (joint offering with Microsoft), Performance Management solutions and RFID. SAP offers SOA
capabilities (calling it Enterprise SOA) in the form of web services that are wrapped around its applications.
While its original products were typically used by Fortune 500 companies, SAP now actively targets small and
medium sized enterprises (SME) with its SAP Business One and SAP Business All-in-One.

SAP IN THE GLOBAL AND LOCAL MARKET

SAP is the world's largest business software company and the third-highest revenue independent software
provider (as of 2007). It operates in four geographic regions: EMEA (Europe, Middle East, Africa), AMERICA (United
States and Canada), LAC (Latin America and Caribbean), and APJ (Asia Pacific and Japan), which represents Japan,
Australia, India, and parts of Asia. In addition, SAP operates a network of 115 subsidiaries, and has R&D (Research &
Development) facilities around the globe in Germany, India, the US, Canada, France, Brazil, Turkey, China, Hungary,
Israel, Ireland and Bulgaria.
SAP focuses on six industry sectors: process industries, discrete industries, consumer industries, service
industries, financial services, and public services. It offers more than 25 industry solution portfolios for large
enterprises and more than 550 micro-vertical solutions for midsize companies and small businesses.
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BUSINESS BENEFITS

SAP ERP delivers a comprehensive set of integrated, cross-functional business processes. With SAP ERP,
you can gain the following benefits:
✓ Improve alignment of strategies and operations
✓ Improve productivity and insight
✓ Reduce costs through increased flexibility
✓ Support changing industry requirements
✓ Reduce risk
✓ Improve financial management and corporate governance
✓ Optimize IT spending
✓ Gain higher ROI faster
✓ Retain top performers

SAP USERS WORLDWIDE

7-Eleven, Inc.; Accenture; Audi AG; Bayer CropScience; BMW; Burger King; Chevron Phillips Chemical Co.;
Coca Cola Co.; Daimler Chrysler Corp.; Deloitte & Touche; DuPont ;Electronic Data Systems; Ericsson; Ernst & Young;
Chevron Phillips Chemical Co.;Coca Cola Co.; IBM; Johnson & Johnson; Konica Minolta Business Solutions; KPMG;
Ford Motor Co.; Harley Davidson; H.J. Heinz Company; Hewlett-Packard; Mazitrol Co.; Mazda USA; Nestle; Nexus
Technologies, Inc.; Nissan Research & Development, Inc.; Novartis; Pfizer, Inc.; Phillips Electronics;
PricewaterhouseCoopers; Shell Oil CO.; Siemens Dematic; Vedicsoft Solutions; Verizon Communications;
Volkswagen of America; Wacker Silicones; Walt Disney Co.; Warnaco Group, Inc.; Whall Group; Whirlpool Corp.

GLOBAL MARKET SHARE

Based on Panorama’s global study

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SAP IN THE PHILIPPINE MARKET

In the Philippines, actual implementations were made to the following industries:
Automotive Logistics / Shipping / Transportation
Distribution and Import Transportation and Media
Public / Financial Services Call Center Services
Agriculture / Marine / Feeds and Fertilizers Healthcare
Telecommunications Utilities
Pharmaceutical / Medical Equipment Consumer Products
Real Estate Retail
Healthcare / Clinic Services Manufacturing
Oil & Gas
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CAREERS & EDUCATION

At the end of this chapter, the student will be able to:
1. Identify the programs, trainings, and certifications for SAP Business One professionals.
2. Enumerate the careers for SAP Business One practitioner.

SAP BUSINESS ONE ACADEMIC INSTITUTION IN THE PHILIPPINES

FASTTRACK SOLUTIONS, INC. is a consulting company more than just an SAP reseller offering World Class
yet affordable solutions to SME’s based on the proven technology of SAP.

Our consulting services are also extended to SAP Solutions Training and Education Services to the
Professionals and the Academe. We continue to innovate and deliver new SAP Programs that compliment the
requirements of the Industry producing globally competitive SAP practitioners.

For more information about Fasttrack Solutions, Inc., visit the company website at www.fasttrackph.com

Fasttrack SAP Academy offers partners, customers, and independent consultants comprehensive training
in SAP solutions and best business practices that can lead to certification as an SAP consultant.

Focused on solutions-oriented consultant education programs preparing individuals for

• SAP Business One Certification
• Develop skills in SAP Implementation and Support
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Programs for Graduates & Undergraduates

• Continuing Education for the Professionals
• Academic Integration Program

Who are eligible to take the training?

Accountants IE Professionals
Auditors ERP/SAP users
IT Professionals Career shifters
Developers Supervisors
Consultants Decision makers
Sales

Benefits of Taking SAP Education

Be a part of a
company’s Project
Enhance your Team in
credibility as implementing an
future SAP Business One
Be a global SAP
professional project
resource
business
practitioners

SAP COURSES AND CERTIFICATION

▪ TB 1000: LOGISTICS
o Fundamentals of SAP Business One, Master Data, Purchasing (Account Payable), Sales opportunity
(CRM), Sales (Account Receivable), Inventory, Production, MRP, Document Handling, Cross
Functionalities, Service(CRM) and Human Resources.
o 24 hrs
▪ TB1100: ACCOUNTING
o Financial Accounting, Cost Accounting, Banking, Period End Closing and Reporting.
o 16 hrs
▪ TB 1200: IMPLEMENTATION AND SUPPORT
o Installation and Administration, User Defined Fields and Table, Queries, Alerts and Approvals,
Formatted Search, Designing the Print Layout, Data Migration, Support for SAP Business One and
Implementation and Operation.
o 30 hrs
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SAP announced three levels of certification: Associate, Professional, and Master. Currently the associate
level and professional level exams are available. The master level is still in development.
The SAP website defines these levels as follows:

Associate Professional Master

Covers
Requires
fundamental Expert-level
proven project
knowledge understanding
experience
requirements

Tests book Tests

Not available
knowledge experience

A certified consultant gains superior access to local and international opportunities.

SAP CAREERS

1. Be a Project Manager or Team Lead for a SAP B1 project

2. Be a professional business practitioner offering In-house or Independent consultancy services
3. Career shift to SAP Consultancy as Business Process Analyst, Functional Consultant , Technical Consultant,
Sales Consultant, Developer, Integration Consultant, Project Manager
4. Be a Course Consultant and Trainer for the Academe Partners
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II. FAMILIARIZING SAP BUSINESS ONE ENVIRONMENT

II.1 LOGGING IN TO SAP BUSINESS ONE

Double click on the SAP Business One logo in your desktop

In the Login Window choose ‘Change Company’.

The Choose Company window will pop out.

Choose the Company Name and Database and enter the username and password:
User ID manager
Password manager
Company Name OEC Computers UK
Database Name SBODemoGB
Click ‘OK’.

II.2 SAP BUSINESS ONE MAIN SCREEN

On the Main Screen, shall see the Menu Bar, Tool Bar and the Main Menu.

Under the Main Menu, you will see the Company Name (OEC Computers UK) and the User Name (Jayson
Buttler)
Also, the main menu is composed of 3 tabs -Module, Drag & Relate and MyMenu
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Choose Company

Main Menu
Company OEC Computers
Sales manager
Modules Drag & Relate My Menu
Administration
User
Financials
Sales Opportunities
Sales – A/R
Purchasing – A/P
Administration → Choose Company Business Partners
Banking
Inventory
Production
MRP
Server Service
Human Resources
Reports

Company Databases

• Menu Bar
The SAP Business One menu bar is located at the top of the main window and contains the commands
File, Edit, View, Data, Go to, Modules, Tools and Window. The menus in the menu bar change according
to the application window that is open at the time.
The menu bar change according to the application window that is open at the time.
• Tool Bar
The toolbar, located below the menu bar, is a collection of icons that provide easy access to commonly
used functions. Active functions are shown in color, while inactive ones are grayed out. The functions
represented by the buttons are also available in the menu bar.
To hide or show a toolbar, right-click in the toolbar area and select or deselect, as required.
• Main Menu
The SAP Business One Main Menu controls all the system functions. The name of the company and the
current user are displayed in the upper left corner. Its three tabs are Modules, Drag & Relate and My
Menu:

Three Tabs Under Main Menu

1. Modules
Contains all SAP Business One modules. These are the essential menus through which you access all the
windows and sub-menus.
The Modules tab contains 13 SAP Business One modules:
• Administration
Contains the basic system settings for currency exchange rates, system setup, and authorizations, as
well as settings for online alerts, and data import/export functions.

• Financials
Manages all your accounting data and chart of accounts, general ledger, current accounting posting, and
reporting. In addition, you can define budgets and profit centers for better management of company
revenues and expenses.

• Sales Opportunities
Helps the sales employees to manage their sales opportunities and enables you to analyze your sales
information. It also includes opportunity forecast reports, won opportunities, an opportunities pipeline,
and a dynamic display of sales stages.
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• Sales – A/R
Handles all aspects of the sales process, from entering sales quotations, sales orders and deliveries, to
issuing customer invoices and returns. In addition, you can draw base documents to target documents, or
send letters to customers with open debts.

• Purchasing – A/P
Lets you manage all your vendor transactions. You can map the entire buying process, from purchase
orders to vendor invoicing. Companies that import goods can use the landed costs functionality to
calculate the purchase prices of their imported items, including customs, transport and insurance, fees,
taxes, and other landed costs.

• Business Partners
Stores the master data for all your business partners, including relevant information about customers,
dealers, vendors, and leads. In addition, you can store information about business partner activities, as
well as data for sales volume forecasts.

• Banking
Handles the full range of monetary transactions. In addition, you can use Payment Engine to process
automatic payments.

• Inventory
Manages your inventory, including warehouse inventory, price lists, special pricing agreements,
alternative items, and warehouse transactions, as well as the pricing and packaging process, and batches
and serial number management.

• Production
Enables you to handle bills of material and production orders.

• MRP (Material Requirements Planning)

Effectively manages your material requirements in the manufacturing process. A planning wizard helps
you define planning scenarios that consider existing inventory, sales orders, purchase orders, production
orders, and forecasts, to create material ordering recommendations that enable you to fulfill your
commitments to your customers.

• Service
Manages interaction between service representatives and customers. It enables you to enter and
maintain information about service contracts, items and serial numbers, customer complaints and
inquiries, as well as perform numerous related functions. Each time a customer reports a problem, you
log it in by opening a service call.

• Human Resources
Maintains information on company employees and enables you to perform numerous related functions.
It provides staff management capabilities, including employee details, contact information, and absence
reports.

• Reports
Enables you to compile reports with corporate data and information in exactly the way you want to see
it. This includes company internal evaluations, inventory reports, financial reports, and accounting data.
In addition to the predefined reports, you can also define individual queries.

2. Drag & Relate

The Drag & Relate menu is a tab in the SAP Business One Main Menu. It enables you to find and
display important information quickly and efficiently. It is an interactive tool based on predefined system
queries. You use it to create reports and to display information about business processes. The user-
friendly interface helps you find important information quickly, and locate different objects or documents
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in SAP Business One. For example, you can generate a report on all items or item groups, or all purchase
orders that you created for a particular vendor.
The Drag & Relate queries allow you to search for data both in reports and in the master data,
such as G/L accounts and business partners.

3. My Menu
My Menu is a customizable menu on which you can save the most frequently used functions. Use
the My Menu tab in the Main Menu to customize a personal menu to include windows, menu options,
and queries you use most frequently. Your personalized menu does not affect the menus of other SAP
Business One users.
(We will navigate the two tabs- Drag& Relate and MyMenu at the latter part of the module.)

II.4 Modifying SAP Business One Display Parameters

Choose Administration → System Initialization → General Settings.
Choose the Display tab and enter the following preferences:
Display Parameter Preference
Time Format 12H
Date Format MM/DD/YY
Click Update to save the settings.
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To set the font you use for displaying texts in SAP Business One and to place your company logo
or other graphic as the background image in the SAP Business One main window:

Go to Administration>System Initialization>General Setting

Click on the Font & Bkgd tab and change the following settings:
Font : <any font>
Font Size : <any size>
Background : <any picture file>(click Browse to choose an image)
Image Display : <any option>
Click UPDATE to save the settings.
Click OK to exit the window.

If the following error message occur, click OK.

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SAP Business One will be closed automatically. Re open SAP and the changes you made should still be
reflected.

II.5. Assigning Shortcuts in SAP Business One

(Note: You can only assign the keys F2-F12 as shortcut keys in SAP Business One. F1 cannot be set as a
shortcut key because this is the default for "Help".)

You already know that the documents sales order, purchasing order, A/R Invoice and A/P invoice are the
documents that you will use most often. Assign shortcuts to these documents. Use the function keys F2,
F3, F4 and F5 respectively.

Shortcut Key Document

F2 Sales Order
F3 Purchase Order
F4 A/R Invoice
F5 A/P Invoice

Go to the Menu Bar and click on Tools

From the Dropdown list, choose My Shortcuts.
Then, choose Customize to enable the Customize window.

Assign F2 as shortcut key for 'Sales Order' document.

Field Name or Data Type Values
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Shortcut F2
Module Sales – A/R
Window Sales Order
Choose Allocate.

Assign F3 as shortcut key for 'Purchase Order' document.

Field Name or Data Type Values
Shortcut F3
Module Purchasing – A/P
Window Purchase Order
Choose Allocate

Assign F4 as shortcut key for 'A/R Invoice' document.

Field Name or Data Type Values
Shortcut F4
Module Sales – A/R
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Window A/R Invoice

Choose Allocate.

Assign F5 as shortcut key for 'A/P Invoice' form.

Field Name or Data Type Values
Shortcut F5
Module Purchasing – A/P
Window A/P Invoice
Choose Allocate.
Choose OK.

• Key in F2 on your keyboard. The allocated form 'Sales Order' shall come into view. The same shall be
true for F3, F4 and F5.

• Alternatively, to can check the allocated shortcuts, go back to Tools→My Shortcuts→Shortcuts and the
assigned shortcuts will be displayed.
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• Also, on the Tools→My Shortcuts→Customize→List Tab, you can view the allocated shortcuts.
5

II.6 CHANGING FIELD DESCRIPTIONS IN SAP BUSINESS ONE:

Change a field description in SAP Business One
If a user has the proper authorization, he or she can change field labels by pressing the Ctrl key
on the keyboard and double-clicking the description at the same time.
Open any form in SAP Business One , for example Purchase Order form
Go to Purchasing A/P>Purchase Order
Change label "Vendor" to "Vendor Code"
Put the cursor on the Vendor field. Press Ctrl then double click without releasing the Ctrl key
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The Changing Description Window will come out

Type Vendor Code in the New Description field. Click Update, then Ok.

To restore the default field label, put the mouse cursor on the Vendor field
Press Ctrl then double click without releasing the Ctrl key
The Changing Description Window will come out
Choose Restore Defaults. Click Update, then Ok.

II. 7 HIDING DOCUMENTS AND MODULES IN SAP BUSINESS ONE (optional activities)
If a user is not using a certain document or module in SAP business one, the user has the option to hide
these documents. modules.
Sales – AR
Show only Sales Order, Delivery, Return, A/R Invoice, A/R Invoice + Payment, A/R Credit Memo and
Sales Reports in the Sales-A/R Module.
Click the Form Settings icon on the Tool bar.
Expand the Sales - AR module by clicking the black arrow before it.
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Uncheck everything under Sales-AR except Sales Order, Delivery, Return, A/R Invoice, A/R Invoice
+ Payment, A/R Credit Memo and Sales Reports.
Click Update. Click OK.

1.3.5. Main Menu

Hide Sales Opportunities, MRP and Human Resources
Go to the Form Settings window.
Uncheck Sales Opportunities, MRP and Human Resources
Click Update, then OK.
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Only 10 Modules shall be visible in the main menu, under the Module tab.

III. MANAGING THE MASTER DATA IN SAP BUSINESS ONE

SAP Business One tracks business activities using documents such as purchase orders, invoices,
production orders, sales orders, and so on. Each of these documents is constructed from smaller reusable
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chunks of data called master data. Creating documents from master data increases productivity, ensures
data consistency, and reduces errors.

Master data refers to the key information that describes your customers, vendors, and leads as
well as items that your company buys and sells.

It is easy to look up business partner and item information while you are entering sales and
purchasing documents. A selection list icon is available in the business partner and item number fields in
marketing documents. Use the selection list icon to make a selection list appear. You can scroll through
the list or use characters with wildcards to search.

TYPES OF MASTER DATA

Lead

Business Partner
Customer
Master Data

Vendor/Supplier

Master Data
Inventory Item

Sales Item
Item Master Data
Purchase Item

Fixed Asset

NOTE: Lead Business Partners are prospect clients.

Most software systems have lists of data that are shared and used by several of the applications
that make up the system. For example, a typical ERP system as a minimum will have a Customer Master,
an Item Master, and an Account Master. This master data is often one of the key assets of a company.
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.

1. Searching Business Partners in the Business Partner Master Data

Finding Business Partners

a. Find all Business Partners (Vendors, Customers and Lead)
b. Find all Business Partners whose name starts with letter 'A'
c. Find all Business Partners containing the word 'Tech' on its name
d. Find all Items in the Item Master Data

Solutions
a. Find all Business Partners (Vendors, Customers and Lead)

Go to Business Partners→Business Partner Master data

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Make sure you are in Find mode (If the fields are colored with yellow, you are in Find/Search
Mode).
Press in 'Ctrl+F' on the keyboard to go to Find mode or Click the 'Find' icon (binocular) on the
Tool Bar

Note: The default mode when opening Business Parthner Master Data is Find.
If the Find icon (binocular) is in gray color or is disabled, you are already in Find mode. Also, if the
fields are yellow, you are in find/search mode.

Type asterisk (*) in the Code field or in the 'Name' field.

Press enter
All Business Partners will be displayed (scroll down to view all)
Click 'Cancel' to exit 'List of Business Partners' window
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b. Find all Business Partners whose name starts with letter 'A'
Go to Business Partners→Business Partner Master data
Make sure you are in Find mode
Type A then asterisk (A*) in the 'Name' field.
Press enter
All Business Partners whose name starts with letter 'A' will be displayed
Click Cancel, then Cancel again to exit both windows

c. Find all Business Partners that have the word 'Tech' on its name
Go to Business Partners→Business Partner Master data
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Make sure you are in Find mode

Type asterisk then tech (*tech) in the 'Name' field. Press enter
All Business Partners that have 'tech' on its name will be displayed
Click Cancel, then Cancel again to exit both windows

d. Find all Items in the Item Master Data

Go to Business Partners → Business Partner Master data
Make sure you are in Find mode
Type asterisk (*) in the 'Item Number' field. Press enter
All Business Partners that have 'tech' on its name will be displayed
Click Cancel, then Cancel again to exit both windows
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PRACTICE YOUR SKILLS

SEARCHING THROUGH THE BUSINESS PARTNER AND ITEM MASTER DATA
1. Name at least three (3) Vendors, Customers and Leads in the Business Partner Master Data in
the OEC Computers UK.
Vendor Customer Leads

Go to Business Partners > Business Partner Master Data

ATLEAST 3 VENDORS (8 Possible Answers)

ATLEAST 3 CUSTOMERS (9 Possible answers)

ATLEAST 3 LEADS (Only 2 Possible Answers)

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2. List the names of the two (2) Business Partners that have the word 'corp' in its company
name.
a. _______________________
b. _______________________

3. Name the Business Partners that belong the 'Customers' Group.

a. _______________________
b. _______________________
c. _______________________

4. In the item master data, find the item code for the 'monitors' in the Item List.
a. _______________________
b. _______________________
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Go to Inventory > Item Master Data

If you use 'Monitor', there is only one possible answer:

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2. Adding Business Partner Master Data

ADD VENDORS TO THE BUSINESS PARTNER MASTER DATA

Vendor Code Name Group
3PL100 Rainbow Logistics Corporation 3rd Party Logistics
V100 JIL Mftg Corporation Suppliers
V200 Eliz Technologies Corporation Suppliers
V300 HexaCom Enterprises Suppliers
Go to Business Partners→Business Partner Master data. Go to Add mode
Press in Ctrl+A on the keyboard to go to Add mode or Click the Add button on the Tool Bar
Note: If the Add button is in gray color or is disabled, you are already in the Add mode

Type the Vendor Code V100 in the Code Field and choose Vendor from the dropdown list next to it.
Type the vendor name Rainbow Logistics Corporation in the Name field.
Click the dropdown list button on the Group field to show list of groups.
Since 3rd Party Logistics is not on the list, click Define New. Add the Group name to the list
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Click Add to save Rainbow Logistics Corporation in the Business Partner Master Data.

Add the remaining three vendors.

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ADD CUSTOMERS TO THE BUSINESS PARTNER MASTER DATA

Customer Code Name Group Group Group

C100 SB Mktg Corporation Retailers Retailers Retailers
C200 JMJ Associates, Inc. Retailers Retailers Retailers

Go to Business Partners→Business Partner Master data

Go to Add mode
Press in Ctrl+A on the keyboard to go to Add mode or Click the Add button on the Tool Bar
Note: If the Add button is in gray color or is disabled, you are already in the Add mode

Type the Customer Code C100 in the Code Field and choose Customer from the dropdown
list next to it.
Type the Customer name SB Mktg Corporation in the Name field.
Choose the appropriate Group which is Retailers.
Click the dropdown list button on the Group field to show list of groups.
Click Define New to Add Retailers to Item Group

Click Update, then OK

Click Add
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Do the same for C200.

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3. Adding Item Master Data

Although item master data is completely different from business partner master data in content,
both are set up in a robust yet versatile way. For example, item master records keep track of items that
are sold, purchased, and inventoried by your business. Frequently the same items are purchased,
inventoried, and sold. The information is the same; it is just used differently.
Item master data is at the heart of almost every process in SAP Business One. It is used in almost
every module, including the sales, purchasing, production, MRP, inventory, and service modules.

Create an Item Master Data for the following new items:

Preferred
Item Number Item Description Unit Price Vendor
I100 A4 Tech USB Mouse 10 V200
I200 A4 Tech USB Keyboard 30 V200
I300 A4 Tech Head Phone 80 V200
I400 A4 Tech Web Cam 50 V200
Go to Inventory→Item Master Data
Press Ctrl+A or Select the icon in the tool bar to change from FIND mode to ADD mode.
Input the required information:
Item Number: I100
Item Description: A4 Tech USB Mouse
Unit Price: 10
Go to Purchasing Data tab
Choose V200 on the Preferred Vendor field
Click Add to save the item.
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Do the same for the remaining four items.

Note: If the error "One of the Inventory Accounts is Missing" occurs while adding/creating a new Item
Group, this indicates that the posting period is not updated.
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Close all windows and update the posting period.

Go to Administration→ System Initialization→ Posting Periods
Click New Period found on the lower left of the window
In the Period Code and Period Name fields type 2014 (Follow the Fiscal Year)
Choose Months in the Sup-periods field Click Add

Click New Period found on the lower left of the window

In the Period Code and Period Name fields type 2015 (Follow the Fiscal Year)
Choose Months in the Sup-periods field. Click Add, then OK.

By January 2016 onwards, add a posting period for the year 2016. Since the current year is 2015, we only
added the posting period until 2015.
You may now add a new Item Group.
(Do the same procedure when you encounter the error "Posting date deviates from defined range...")