Assignment #1

In Assignment 1, we will investigate various aspects of 3 different business enterprises. First, we will look at
a small enterprise called Local Bikes Inc. using software developed by students in the MIS Masters Degree
program at UHCL. We also will look at a medium size company called Almika Heating using SAP Business
ByDesign software. We also will look at a large multinational company called Global Bikes, Inc.
We will be using the Blackboard course presentation tool to collect and process assignments. You should
review, as necessary, the tutorials which explain how to use UHCL-Blackboard. The tutorials can be found at
the Student Support Sub-site of the online courses website at uhcl.edu.

Review all available materials (online or from textbook authors) about Global Bike Incorporated,
Almika, and Local Bikes.

Read chapter 1 text material from Magal and Word.

Review available materials about navigating around the "SAP - Easy Access" interface and the SAP
Business ByDesign interface.

Create a MS Word document which will contain 4 sections. In section 1 of the document, we will describe
basic Entities from Local Bikes. Log in to Local Bikes.

From the Infrastructure Work Center, display a list of suppliers used by Local Bikes. Specifically,
display information about the Global Bikes plant in Dallas

From the Infrastructure Work Center, display a list of customers used by Local Bikes. Specifically,
display information about a customer with cust. number (DocNum) of ## (your 2 digit number).

From the Infrastructure Work Center, display a list of materials sold by Local Bikes. Specifically,
display information about product 153.

display information about an employee with ID.Num (DocNum) of 1## (1+your 2 digit number).

For section 2 of the document, we will describe basic Entities from Global Bikes. Log in to UHCL SAP
ERP Global Bikes 2.0 client. Fix the interface if necessary. Change your password as directed.

display info about the closest vendor to GBI's Dallas plant (hint: Irving, TX is very close to Dallas)
display information about a retail seller in Atlanta, Georgia
display information about a product sold by GBI and specifically designed for women.

For section 3 of the document, we will describe basic Entities from Almika, Inc. Log in to Almika using
SAP Business ByDesign. Fix the interface if necessary. Change your password as directed.

Get a list of suppliers used by Almika, Inc. from the Business Partners Data Work Center.
o

(Specifically, get info about AMS, Inc. including location and primary contact person)

Get a list of customers (accounts) used by Almika, Inc. from the Business Partners Work Center.
o

(Specifically, get information about Low Heating and Cooling. Include street address and
primary contact person)

Get a list of products offered by Almika, Inc. from the Products and Services work center.
(Specifically, get information about product P100129 a steel cylinder used in heating systems).

For section 4 of the document, describe similarities and differences between Global Bike Incorporated, and
Local Bikes. In this discussion, include organizational structure, types of customers, types of products, and
location of facilities. Submit your document to fulfill Assignment 1 in Blackboard.
Assignment # 2
In Assignment 2, we will look at ways to represent integrated processes within enterprise organizations.
Specifically, we will investigate various Human Resource aspects of Local Bikes and Almika Heating (and
hopefully, we will get hired by one of them). We will also be introduced to a special reporting package called
SAP Crystal Reports.
Create a 4-part Document named yourname.Assignment2
In part 1 of your document, assume that Local Bikes wants to consider you for the position sales person.
Within this exercise, you will enter information about yourself into the HR records of Local Bikes.
In part 2 of your document, assume that Almika Heating wants to hire you as a "Trainee" in its Heating
division in Cleveland (Ohio). Within this part of the exercise, you will enter information about yourself into
the HR segments of the Almika database.
In part 3 of your document, you will submit a request for reimbursement for an interview trip to Cleveland,
TX to meet with interviewers from Almika Heating.
In part 4 of this document, investigate the functionality associated with Human Resource modules of various
ERP service providers. Describe (in your own words) 4 functions which are commonly provided by HR
systems and describe the types of documents used to support HR functions in enterprise organizations.
Submit your document as Yourname_Assignment2 using the Blackboard Assignment tool

Assignment #3
In Assignment 3, we will start the purchasing or Procurement process within Local Bikes, Almika, and
Global Bikes. We will be using the Materials Management (MM) component of the ERP systems. We will
start by creating a document which contains four sections.
In section 1 of the document, describe and demonstrate how personnel at Almika can create a Purchase Order
to order 2 custom steel cylinders (product p100129) and 1 gas boiler combination (product P100710)..
In section 2 of the document, describe and demonstrate how personnel at Local Bikes can create a Purchase
Order to order 2 Black Deluxe Touring Bikes and 2 Womens Touring Bikes from the Dallas plant of Global
Bikes.
In section 3 of the document, describe and demonstrate how personnel at GBI's Dallas plant(s) can purchase
the following set of materials from the nearest supplier. The purchase order from each student should state
the normal cost which GBI expects to pay for each material.
Product or Material
Product code
Quantity
Men's Touring Frame (silver) TRFR2###
10
Gear Assembly
DGAM1###
10
Touring Seat
TRSK1###
10
Handle Bar
TRHB1###
10
Pedal Assembly
PEDL1###
10
Chain kit
CHAN1###
10
Brake Kit
BRKT1###
10
Shipping Document
WDOC1###
10
Packing Material
PCKG1###
10
In section 4 of the document, use Crystal Reports and the instructions provided for you to create a formatted
Price List for the Dallas plant of Global Bikes.
Submit your document to fulfill Assignment 3 in Blackboard.

Assignment #4
In Assignment 4, we will revisit the purchasing or Procurement process within Almika, Local Bikes and
Global Bikes. We will be using the Materials Management (MM) component of the ERP systems.
Create a document which contains four sections
In section 1 of the document, describe and demonstrate how personnel at Almika can handle the receipt of
the 2 custom steel cylinders (product p100129) and 1 gas boiler combination (product P100710).
In section 2 of the document, describe and demonstrate how personnel at Local Bikes can handle the receipt
of the 2 Black Deluxe Touring Bikes and 2 Womens Touring Bikes which you ordered from the Dallas plant
of Global Bikes. Show how you recognize receipt of the bikes which YOU ordered from GBI
In section 3 of the document, describe and demonstrate how YOUR GBI Dallas can plant can handle the
receipt of the materials which YOU ordered from the nearest supplier. The following materials should be
received and stored.
Product or Material
Men's Touring Frame (silver)
Gear Assembly
Touring Seat
Handle Bar
Pedal Assembly
Chain kit
Brake Kit
Shipping Document
Packing Material

Product code
TRFR2###
DGAM1###
TRSK1###
TRHB1###
PEDL1###
CHAN1###
BRKT1###
WDOC1###
PCKG1###

Quantity
10
10
10
10
10
10
10
10
10

Specifically, in each section 2 your document, show how you recognize receipt of products which YOU
ordered from vendor.
In section 4 of the document, describe IN YOUR OWN WORDS, the materials handling steps in the
Procurement Process. Identify the triggers, the actors, data sources, sub-processes (steps) and outcomes
involved in that part of the process.
Submit your document to fulfill Assignment 4 in Blackboard.

Assignment #5
In Assignment 5, we will finish the Procurement processes (using the CO and FI components) within
Almika, Local Bikes and Global Bikes. Read chapter 3 text material from Magal and Word. Create a
document which contains 4 sections.
In section 1 of the document, describe and demonstrate how personnel at Almika should handle the payment
of invoices for the products ordered.
In section 2 of the document, describe and demonstrate how personnel at Local Bikes should handle the
payment of invoices for the bikes. Specifically, each student should handle the payment of the specific
invoice for the bikes which that student ordered from the designated vendor.
In section 3 of the document, describe and demonstrate how personnel at YOUR GBI Dallas plant should
handle the payment of invoice for items which YOU ordered. Specifically, each student should handle the
payment of the specific invoice for the materials which that student ordered from the nearest supplier.
Specifically, each student should :

show how you pay the invoice for the materials received.

show how the payment appears as an accounting transaction

In section 4 of the document, USING YOUR OWN WORDS, describe the final steps in the Procurement
Process starting with the receipt of the invoices from the suppliers and continuing with the payment of the
invoices and an analysis of unpaid vendor invoices. Identify and describe the triggers, the actors, data
sources, sub-processes (steps) and outcomes involved in the last part of the procurement process. You might
use the Excel worksheet provided by your instructor to show the effects of purchasing and paying for the
products you ordered.
Submit your document to fulfill Assignment 5 in Blackboard. .

Assignment #6
In Assignment 6, we will look at the Sales and Distribution, or Fulfillment process within Local Bikes and
Global Bikes. We will start out using the Sales and Distribution (SD) module of the ERP systems. .Assume
that each company finds itself with some excess inventory (due to previous sales orders which were
cancelled).
Create a document which contains 4 sections.
In section 1 of the document, describe and demonstrate how Almika, Inc. can create a marketing campaign
and then respond to contacts from a customer and create a Sales Order for 2 custom steel cylinders (product
p100129) and 1 gas boiler combination (product P100710).
Specifically, in section 1 of the document :

show how you create a marketing campaign

show how you demonstrate the receipt of an inquiry from a customer

show how you create an quotation for the customer

show how you demonstrate the receipt of a purchase order from the customer

In section 2 of the document, describe and demonstrate how YOUR Local Bikes company can create a new
member customer (you), offer a quote and create a Sales Order for the designated products.
Customer
You
Product
1 Men's Touring Bikes (Black)
Bonus Product
1 helmet
total price
$4,000
delivery date
1week from today
In section 3 of the document, describe and demonstrate how YOUR Global Bikes company can create a new
member customer (Local Bikes), offer a quote and create a Sales Order for the designated products.
Customer
Local Bikes, Inc
Product
1 Men's Touring Bikes (Black)
Bonus Product
1 helmet
delivery date
1week from today
In section 4 of the document, describe initial steps in the Sales and Distribution process starting with
opportunity identification and continuing through creation of a Sales order. Identify the triggers, the
actors, data sources, sub-processes (steps) and outcomes involved in that part of the process.
Submit your document to fulfill Assignment 6 in Blackboard.

Assignment #7
In Assignment 7, we will continue our look at the Sales and Distribution, or Fulfillment process within
Almika, Local Bikes and Global Bikes. We created sales quotations and Sales Orders in assignment 6.
Assume that the sales quotes were accepted and a sales order have been received.
Create a document which contains 4 sections. In section 1 of the document, describe and demonstrate how
you can handle the materials management steps necessary to ship 2 steel cylinders (product P100129) to your
customer.
In section 2 of the document, describe and demonstrate how you can handle the materials management steps
necessary to ship one black deluxe touring bike and one helmet from Local Bikes in response to the sales
order from its new member customer (you).
Specifically, in section 2 of the document :

show how you would find ACTIVE sales order information in your Local Bikes system.

show how you would check inventory status on black touring bikes and helmets

show how you create a shipping document for the materials to be sent to you, the new customer

In section 3 of the document, describe and demonstrate how YOUR Global Bikes company can handle the
materials management steps necessary to ship 1 black touring bike and 1 helmets to Local Bikes in response
to the sales order from assignment 6. Specifically, in section 3 of the document :

show how you would find ACTIVE sales order information in your GBI system.

show how you would check inventory status on black touring bikes and helmets

show how you create a goods release document for the sales order for Local Bikes

show how you create a shipping document for the bikes to be sent to Local Bikes

In section 4 of the document, describe the main functionality and steps in the warehouse management
process as it applies to shipments to customers. Identify the triggers, the actors, data sources, sub-processes
(steps) and outcomes involved in the outbound warehouse management processes.
Submit your document to fulfill Assignment 7 in Blackboard.

Assignment #8
In Assignment 8, we will conclude our look at the Sales and Distribution, or Fulfillment process within
Almika, Local Bikes and Global Bikes. We created sales quotations and Sales Orders in assignment 6 and
shipped the goods in assignment 7. We will now create invoices (receivable documents) and process the
incoming payments from the customers.
Create a document which contains 4 sections. In section 1 of the document, describe and demonstrate how
you can create an invoice (receivable document) and process the incoming payment from the customer for
Almika.
In section 2 of the document, describe and demonstrate how you can create an invoice (receivable document)
and process the incoming payment to Local Bikes in response to the sales order from its new member
customer (you).
In section 3 of the document, describe and demonstrate how you can create an invoice (receivable document)
and process the incoming payment to YOUR Global Bikes company in response to the sales order from
Local Bikes in assignment 6.
In section 4 of the document, describe the steps in the Financial Accounting and Cost Control modules (FI
and CO). Identify the triggers, the actors, data sources, sub-processes (steps) and outcomes involved in
creating, collecting and processing incoming payments.
Submit your document to fulfill Assignment 8 in Blackboard.