HA2042 Accounting Information System Assessment

Case Study

Procurement Scenario

GBI re-sells a range of bicycles. There is a request for the Deluxe Touring Bike (black). After reviewing the stock, you realise that stock is required, and you are required to start the procurement process. The Deluxe Touring Bike (black) is purchased from the vendor; Olympic Protective Gear. This vendor is already created in the system. You create a purchase order for the Deluxe Touring Bike (black), which is forwarded to the vendor. The goods arrive, and you will create a goods receipt and verify the physical receipt in stock. An invoice will arrive, which will need to be entered into the system. Payments will be posted to the vendor, and you will review the impact the purchase has on General Ledger.

Your task is to complete the procurement process from a specified scenario and produces several screenshots to verify the completion of the process. The screenshots are to be inserted (pasted) in the specified areas below. If you are unsure how to take a screenshot, please refer to Google.

Required Steps

Purchase Order Data

Note:You could take a screenshot once the process is complete or use the Display Purchase Order functionality Goods Receipt Data

nvoice Data

Payment Data

Deliverable procurement

2. Insert a screenshort of your process flow

Screenshot:

Deliverable procurement

3. Insert a screenshort of your post outgoing payment

Screenshot:

Fulfilment Scenario

GBI re-sells a range of bicycles. The company have had an Inquiry from an existing customer (The Bike Zone ###) for 4 Deluxe Touring Bike (Black). As indicated, the customer is already in the system. Once you create the Inquiry, the customer has requested a formal Quotation. The customer receives the quotation and sends GBI a Purchase Order which is entered into the system as a Sales Order. As there is enough stock, you will complete the Delivery process. An Invoice will be created, and sent to the customer, and then GBI will receive Payment from the Customer.

Note: If you did the exercise, then your customer will be there. If not, then you will have to create the customer. The process of creating a new customer is given on page 68 of the SAP Tutorial.

Your task is to complete the fulfilment process from a specified scenario and produces several screenshots to verify the completion of the process. The required data for various steps is displayed below. All other data is the same as the exercise you have previously completed. The screenshots are to be inserted (pasted) in the specified areas below.

Required Steps

Create an Inquiry

Deliverable fulfilment:

4. Insert a screenshort og your inqurity

Screenshot:

Note:

Create a Quotation with a Reference

Create Sales Order with Reference

Deliverable fulfillment:

5. Insert a sceenshot of your sales order

Screenshot:

Note:

Delivery Process

Picking Quantity

Create Invoice

Post Receipt of Customer Payment

RVG/L Account

Deliverable fulfilment:

6. Insert a screensort of your journal entry

Screenshot:

Note:

Deliverable fulfilment:

Insert a screensort of your process entry