New to SAP, I have 6 newbies questions

[Former Member]

Hi All, I am new to SAP and I have few questions:

1. How to change print template on Invoice/PO? Does the app have pre-defined template?

2. How to print and send PO in text format?

3. What is the short cut to add New Customer/Item/vendor?

What I do: To create a new Vendor for example, I have to "AS IF" create PO, click Vendor, a box pop-up, choose New to create a new Vendor, Add, and close/cancel the PO. Is there anything shorter than this? Same thing with Customer and Item, I have to do this long steps.

4. I created PO and good receipt PO. When I go to Inventory Item Master Data, the item is being valuated under moving average. I go to Administration, change inventory method default to FIFO, but still my item is being treated as moving average. How to change to FIFO?

5. In addition to # 3 above, Is there anyway to customize inventory valuation method for each item? Example:

Item: Battery-1 -> I want to customize it using FIFO

Item: Battery-2 -> I want to customize it using moving average

6. Last, what is the best book/online manual to learn basic of SAP business one?

[former_member583013 · Accepted solution]

Hi All, I am new to SAP and I have few questions:

1. How to change print template on Invoice/PO? Does the app have pre-defined template?

<b>Each and every document has a default template. Some of them have more than one format.</b>

<b>To Access them, From the Invoice screen, from the Top Menu click Tools > Print layout designer and you will see mutiple formats of the print templates, The one highlighted is the current default template for that form. You can highlight a different one of your choice and click Set as default. You have the choice to set a template as default for a particular user or all users. On the marketing documents you can set a template as default for a customer/group of customer.</b>

2. How to print and send PO in text format?

<b>The PO can be printed directly to a printer or to a PDF. SBO 2005 SP 29 onwards has the PDF capability. You can also export to Word.</b>

3. What is the short cut to add New Customer/Item/vendor?

What I do: To create a new Vendor for example, I have to "AS IF" create PO, click Vendor, a box pop-up, choose New to create a new Vendor, Add, and close/cancel the PO. Is there anything shorter than this? Same thing with Customer and Item, I have to do this long steps.

<b>For setting up a Business Partner (Customer/Vendor), if you know the details of the Customer ahead of time then you can go from Main Menu > Business Partners > Business Partner Master data and create the Customer or Vendor Record. NOTE: The BP Master always opens in Find mode. Before starting to type the Customer information change to Add Mode by Pressing CTRL+A

If you are adding a Vendor or Customer or Item on the Fly when you process the transaction then the steps described by you is the way to go</b>

4. I created PO and good receipt PO. When I go to Inventory Item Master Data, the item is being valuated under moving average. I go to Administration, change inventory method default to FIFO, but still my item is being treated as moving average. How to change to FIFO?

<b>

The Inventory Valuation for an Item Cannot be changed after transaction has been posted. Goods Receipt transaction affects Cost and posts to inventory. To change inventory Valuation you should have not Stock on Hand. Clearing the Quantity on hand should let you change the valuation method</b>.

5. In addition to # 3 above, Is there anyway to customize inventory valuation method for each item? Example:

Item: Battery-1 -> I want to customize it using FIFO

Item: Battery-2 -> I want to customize it using moving average

<b>The Inventory Valuation method you set up through Administration module is a Global setup. If want the different items to have different valuation methods then you can set them up in the Item Master > Inventory data Tab. Change Valuation method.</b>

6. Last, what is the best book/online manual to learn basic of SAP business one?

<b>Use the online material on this help Portal.

<a href="http://help.sap.com/">http://help.sap.com/</a></b>

Also, check the e-leaning curriculam where there are recorded Video traning sessions<b> <a href="https://www.sdn.sap.comhttp://www.sdn.sap.comhttp://www.sdn.sap.com/irj/sdn/businessone-elearning">https://www.sdn.sap.comhttp://www.sdn.sap.comhttp://www.sdn.sap.com/irj/sdn/businessone-elearning</a></b>

Best wishes

Suda