Case Study  Procurement Scenario   GBI re-sells a range of bicycles. There is a request for the Deluxe Touring Bike (black). After

Accounting for Managers (HM5001 T2) Assignment Help

Individual Assignment 

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 realize 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 produce 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

Field 

Description 

Value

Purchasing 

Organization

BI US 

US00

Vendor 

Olympic Protective Gear 101### (where ### is 

your logon number)

Purchase Group 

North America 

N00

Material 

Deluxe Touring Bikes (black)

DXTR1### (where ### is your logon number)

Quantity 

4

Net Price 

$1400 each

Currency 

USD

Plant 

DC Miami 

MI00

Deliverable: Procurement 

1. Insert a screenshot of your Purchase Order

Screenshot:

Note:

You could take a screenshot once the process is complete or use the Display Purchase Order functionality

Goods Receipt Data 

Field 

Description 

Value

Storage Location Finished Goods US00

Invoice Data 

Field 

Description 

Value

Company Code GBI Americas US00

Tax 

XI (Input tax)

Payment Data 

Field 

Description Value

Posting Date 

Today’s date

Journal Entry Date 

Today’s date

Value Date 

Today’s date

Period 

Today’s month

G/L Account 

100000

House Bank 

Bank

Amount 

5600

Currency 

USD

Deliverable: 

Procurement

2. Insert a screenshot of your Process Flow

Screenshot:

Note:

Deliverable: 

Procurement

3. Insert a screenshot of your Post Outgoing Payments

Screenshot:

Note:

Fulfillment 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 fulfillment process from a specified scenario and produce 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 

Field 

Description 

Value

Sales Organization 

US East 

UE00

Distribution Channel Wholesale 

WH

Division 

Bikes 

BI

Sold to Party 

Bike Zone ###

City 

Orlando

Cust Ref 

###

Cust Ref Date 

Today’s date

Valid From 

Today’s date

Valid to 

one month from today

Material 

Deluxe Touring Bike (Black) DXTR1###

Order Quantity 

4

Deliverable: 

Fulfillment

4. Insert a screenshot of your Inquiry

Screenshot:

Note:

Create a Quotation with a Reference

Field 

Description Value

Cust Ref 

###

Cust Ref Date 

Today’s date

Valid From 

Today’s date

Valid to 

one month from today

Req Deliv Date 

Today’s date

Create Sales Order with Reference 

Field 

Description Value

Purchase Order No 

###

Cust Reference 

###

Cust Ref Date 

Today’s date

First date 

Tomorrow’s date

Deliverable: 

Fulfillment

5. Insert a screenshot of your Sales Order

Screenshot:

Note:

Delivery Process 

Field 

Description 

Value

Ship to Party 

Bike Zone ###

Planned Creation date

Due up until next week

Picking Quantity 

4

Storage Location 

Finished Goods FG00

Create Invoice 

Field 

Description 

Value

Ship to Party 

Bike Zone ###

Billing Date From 

Today’s date

Post Receipt of Customer Payment

Field 

Description 

Value

Company Code 

UNS 

US00

Posting Date 

Today’s date

Journal Entry date 

Today’s date

Journal Entry Type Billing Doc. Transfer RV

Period 

Current Month

G/L Account 

100000

Amount 

12000

Currency 

USD

Deliverable: 

Fulfillment

6. Insert a screenshot of your Journal Entry

Screenshot:

Note:

Deliverable: 

Fulfillment

7. Insert a screenshot of your Process Flow

Screenshot:

Note:

Marking Criteria

Marking criteria 

Weighting in 

Total Grades 

1. Insert a screenshot of your Purchase Order 4% 

2. Insert a screenshot of your Process Flow 4% 

3. Insert a screenshot of your Post Outgoing Payments 6%

4. Insert a screenshot of your Inquiry 4% 

5. Insert a screenshot of your Sales Order 4% 

6. Insert a screenshot of your Journal Entry 4% 

7. Insert a screenshot of your Process Flow 4% 

TOTAL Weight 

30%

Academic Integrity 

Holmes Institute is committed to ensuring and upholding Academic Integrity, as Academic Integrity is integral to maintaining academic quality and the reputation of Holmes’ graduates. Accordingly, all assessment tasks need to comply with academic integrity guidelines. Table 1 identifies the six categories of Academic Integrity breaches. If you have any questions about Academic Integrity issues related to your assessment tasks, please consult your lecturer or tutor for relevant referencing guidelines and support resources. Many of these resources can also be found through the Study Skills link on Blackboard.  

Academic Integrity breaches are a serious offense punishable by penalties that may range from deduction of marks, failure of the assessment task or unit involved, suspension of course enrolment, or cancellation of course enrolment. 

Table 1: Six categories of Academic Integrity breaches

Plagiarism 

Reproducing the work of someone else without attribution. When a student submits their own work on multiple occasions this is known as self-plagiarism.

Collusion 

Working with one or more other individuals to complete an assignment, in a way that is not authorized.

Copying 

Reproducing and submitting the work of another student, with or without their knowledge. If a student fails to take reasonable precautions to prevent their own original work from being copied, this may also be considered an offense.

Impersonation 

Falsely presenting oneself, or engaging someone else to present as oneself, in an in-person examination.

Contract cheating 

Contracting a third party to complete an assessment task, generally in exchange for money or other manner of payment.

Data fabrication and falsification

Manipulating or inventing data with the intent of supporting false conclusions, including manipulating images.

Source: INQAAHE, 2020 

Marking Rubric

Excellent 

Very Good 

Good 

Satisfactory 

Unsatisfactory

(80-100%) 

(70-79%) 

(60-69%) 

(50-59%) 

(0-49%)

Insert a 

screenshot of your Purchase Order [4 

Marks]

All the steps are followed properly, and all the 

screenshots 

are pasted 

according to the given 

instructions.

Almost all the steps are 

followed, and almost all the screenshots 

are pasted 

according to the given 

instructions.

Most of the 

steps are 

followed, and the relevant 

screenshots 

are pasted 

according to the given 

instructions.

Some steps are followed, and some relevant screenshots 

are pasted 

according to the given 

instructions.

Most of the 

steps are not followed 

properly. 

However, 

some relevant screenshots 

are pasted.

Insert a 

screenshot of your Process Flow [4 

Marks]

All the steps are followed properly, and all the 

screenshots 

are pasted 

according to the given 

instructions.

Almost all the steps are 

followed, and almost all the screenshots 

are pasted 

according to the given 

instructions.

Most of the 

steps are 

followed, and the relevant 

screenshots 

are pasted 

according to the given 

instructions.

Some steps are followed, and some relevant screenshots 

are pasted 

according to the given 

instructions.

Most of the 

steps are not followed 

properly. 

However, 

some relevant screenshots 

are pasted.

Insert a 

screenshot of your Post 

Outgoing 

Payments [6 Marks]

All the steps are followed properly, and all the 

screenshots 

are pasted 

according to the given 

instructions. 

Almost all the steps are 

followed, and almost all the screenshots 

are pasted 

according to the given 

instructions.

Most of the 

steps are 

followed, and the relevant 

screenshots 

are pasted 

according to the given 

instructions.

Some steps are followed, and some relevant screenshots 

are pasted 

according to the given 

instructions.

Most of the 

steps are not followed 

properly. 

However, 

some relevant screenshots 

are pasted.

Insert a 

screenshot of your Inquiry [4 Marks]

All the steps are followed properly, and all the 

screenshots 

are pasted 

according to the given 

instructions.

Almost all the steps are 

followed, and almost all the screenshots 

are pasted 

according to the given 

instructions.

Most of the 

steps are 

followed, and the relevant 

screenshots 

are pasted 

according to the given 

instructions.

Some steps are followed, and some relevant screenshots 

are pasted 

according to the given 

instructions.

Most of the 

steps are not followed 

properly. 

However, 

some relevant screenshots 

are pasted.

Insert a 

screenshot of your Sales 

Order [4 

Marks]

All the steps are followed properly, and all the 

screenshots 

are pasted 

according to the given 

instructions.

Almost all the steps are 

followed, and almost all the screenshots 

are pasted 

according to the given 

instructions.

Most of the 

steps are 

followed, and the relevant 

screenshots 

are pasted 

according to the given 

instructions.

Some steps are followed, and some relevant screenshots 

are pasted 

according to the given 

instructions.

Most of the 

steps are not followed 

properly. 

However, 

some relevant screenshots 

are pasted.

 

 

Insert a screenshot of

All the steps are followed properly, and all the

Almost all the steps are followed, and almost all the

Most of the steps are followed, and the relevant

Some steps are followed, and some relevant screenshots

Most of the steps are not followed properly.

your Journal Entry [4 Marks]

screenshots are pasted according to the given

instructions.

screenshots are pasted according to the given

instructions.

screenshots are pasted according to the given

instructions.

are pasted according to the given instructions.

However, some relevant screenshots are pasted.

 

All the steps

Almost all the

Most of the

Some steps are followed, and some relevant screenshots are pasted according to the given instructions.

Reference no: EM132069492

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