Inventory or Stock Item Set Up

Item Number 1) Enter the Item Number a) Press tab to move from field to field. Description 1) Enter the Item Description Item Type 1) Select Items from the drop down menu Item Group 1) Select the applicable Item Group from the drop down menu a) The Item Group usually controls the G/L accounts for […]

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How to add a User Defined Field

1) Select: Tools (from the Menu Bar) 2) Select: Customization Tools 3) Select: User-Defined Fields – Management Your screen should look like this: 4) Select the Category Field from Main List (The Menu mirrors SAP’s main Menu) Your screen should look like this: 5) Select the Sub Menu category (The Sub Menu’s are drop down […]

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How to Set Up and Record Customer Bank Information

Setting Up Master Bank Information and Recording Bank Account Information on Business Partner Master Record Administration > Set Up > Banking > Banks Country Code = USA Bank Code = Internal Code your want to use for the Bank Name Bank Name = the Bank Name Choose “Update” when Done Only one Bank Record needs […]

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How to Set Up Sales Tax Jurisdiction Types

Administration > Set Up > Financials > Tax Sales Tax Jurisdiction Types Sales Tax Jurisdictions Need to set up in all Jurisdictions: State, City, and County Sales Tax Codes Administration > System Initialization > Company Details > Accounting Data Tab

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How to Set Up Incoming Payment – Deposits

Making Deposits Banking > Deposits > Deposit Select the Checks Tab to post a check to a deposit SAP will list all the checks that are not yet deposited Highlight the checks you want to deposit Enter the G/L account number into the Bank Account Field Internal Reconciliation Define Bank Administration > Banking > Banks […]

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