Transcript Document

Document Handling文件處理
Contents:
 SAP AG 2007

General Structure一般結構of Documents

General Functions常規功能of Documents
Document Handling: Unit Objectives
At the conclusion of this unit, you will be able to:
 SAP AG 2007

Explain the general structure of documents in
sales and purchasing

Use the general functions of documents in sales
and purchasing
Document Handling: Business Scenario業務場景
 SAP AG 2007

In order to use the logistics part of the SAP
Business One system efficiently, you need to
familiarize yourself需要熟悉with the structure and
the functions of the logistics documents物流單據.

You are working with documents in every part of
the logistics area.

For different business requirements and
various kinds of logistics processes  you
need to use the documents in different ways.

Therefore, the SAP Business One system
offers different possibilities how to work with
documents.
General Structure of Documents: Topic Objectives
At the conclusion of this topic本單元結論, you will
be able to:
 SAP AG 2007

Explain the different parts of a document不同
部分的文檔window in sales or purchasing

Work with form settings to customize the
fields of a document自定義文件中的字段

Use different document types or row types
General Structure of Documents
Document
General
Information
(Header)
Business Partner
No.
Name
Status
Contact Person
Posting Date
Currency
Contents
Logistics
Accounting
Item/Service
Ship to
1
2
Item/Cat. No. Item Description
Quantity
…
Pay to
Shipping Type
…
General
Information
(Footer)
Buyer/Sales Person
Journal Remark
Payment Terms
Tax Information
Total Before Disc.
% Discount
Remarks
…
Total Payment Due
 SAP AG 2007
Form Settings
Table Format
Document
You can define default values
預定值for the general
document part (header/footer)
or for the table of items (for
example, delivery date).
 SAP AG 2007
You can show or hide
fields顯示或隱藏字段.
Activating fields makes
them available for end
users to enter data.
Row Format
You can define settings here for
the details of the individual items
個別項目.
Item / Service Type
Document
Service
Customer C00001
Name
Description
In Sales and Purchasing,
you can set your documents
as either Item type or
Service type.
Smith
G/L Account
Price
Document
Item
Customer C00001
Name
Item No.
 SAP AG 2007
Description
Smith
Quantity Price
Row Type行類型in Sales and Purchasing Documents
Contents
Select
Type
T
S
Form SettingsTable Format
S
Item No.
Item Description
Quantity
Price
Total (LC)
A1005
Football Standard
1
14,76
14,76
A1006
Football Worldcup
5
19,99
99,95
The item A1006 will be sold out soon!
Subtotal Footballs
A1001
Baseball Cap Uni
10
7,50
75,00
A1006
Baseball Cap Special 10
Subtotal Baseball Caps
9,10
91,00
166,00
In the documents of Sales and
Purchasing, you can choose
the row’s type.
 SAP AG 2007
114,71
Total before Discount
280,71
General Functions of Documents: Topic Objectives
At the conclusion of this topic, you will be able to:
 SAP AG 2007

Use the important functions重要功能in sales and
purchasing documents

Add documents as drafts草稿

Work with business partner catalog目錄numbers

Use the multi language support多語言支援in
documents

Explain the different output functions of
documents
General Important Functions in the Document
3. Add, Delete,
Duplicate Row
2. Choose From Lists
從列表f選擇or Master
Data
4. Change Item
Description變更項目
說明
5. Cancel, Close
a Document
1. Find a
Document
6. Duplicate a
Document
7. Change Log更新
記錄
10. Save as Draft
 SAP AG 2007
9. Calculate
Volume & Weight體
積及重量
8. Find and Copy
Last Prices查找和
複製最後價格
Drafts of Sales or Purchasing Documents
Document
Vendor / Customer
Y1000
Item Descr. Quantity Price
A03 Shoes
20
49,90
B10 Socks
40
4,50
 SAP AG 2007
Document
Document - Drafts
Vendor / Customer
Save
as
Draft
Vendor / Customer
Y1000
Item Descr. Quantity Price
A03 Shoes
20
49,90
B10 Socks
40
4,50
Add
Y1000
Item Descr. Quantity Price
A03 Shoes
20
49,90
B10 Socks
40
4,50
Multi Language Support in the Master Data
Business Partner Master Data
Translatable
Field’s
Values可翻
譯的字段的值
Choose the Language
for the Business Partner
 SAP AG 2007
Multi Language Support in Documents
Business Partner Master Data業務夥伴主數據
Default Language +
Translated Field’s
Values
Sales or Purchasing Document
Document
Vendor / Customer
C1000
Logistics
Language
Item Master Data物料主數據
Translated
Field’s Values
 SAP AG 2007
English
Multi Language Support for Printing Documents
Sales or Purchasing Document
Document
Vendor / Customer
C1000
Logistics
Language
 SAP AG 2007
English
Local
Foreign
Language
Language
Layout
Layout
Documents Output文件輸出
Document
Vendor / Customer
A03
B10
File  Print Preview
Print Preview
 SAP AG 2007
Shoes
Socks
Y1000
20
40
File  Print
Printout
49,90
4,50
File  Export to  File
File (Text, XML or Image)
Y1000
Y1000
Y1000
A03 20pcs 49,90
B10 40pcs 4,50
A03 20pcs 49,90
B10 40pcs 4,50
A03 20pcs 49,90
B10 40pcs 4,50
Total
...
Total
...
Total
...
1178
1178
1178
Document Handling: Unit Summary
You are now able to:
 SAP AG 2007

Explain the general structure of documents in
sales and purchasing

Use the general functions of documents in sales
and purchasing