ENTERPRISE BUSINESS SYSTEMS $($AEBS$)$

X$420\mathrm{.}18$

Create Inventory Items Exercise

Background:

While the General Ledger is the center of the financial system, Inventory is arguably the center of the distribution and manufacturing cycles. There is a wide range of complexity available among various ERP systems.

Exercise: For the tasks $1$ through $5,$ for data see page $2$ and following.

$1.$ Set up an Inventory Location.

$2.$ Set up an Inventory Group.

$3.$ Set up Inventory Items.

Select $2$ or $3$ or $4$ items from the items listed below. No need to set up all of the items. Pick several different types of items to see differences among different types of items. This list is merely intended to provide some variety.

$4.$ Set up an Inventory Kit.

Different systems handle Inventory Kits differently.

Sometimes it is difficult to figure out where to go and may require some research to find out exactly how a particular package handles Inventory Kits.

$5.$ Optional $$ Set up a Bill of Materials. $($This task is optional.$)$

$6.$ Perform this exercise in two $(2)$ systems.

Performing this exercise in a third system will earn additional points.

$7.$ Compare the two, or three, systems from the perspective of setting up Inventory Items.

a$)$ How are the systems similar? Identify the similarities.

b$)$ How are the systems different? Identify the differences.

c$)$ What issues did you encounter setting up the items?

d$)$ Which system has more $$head room$?$

e$)$ Which system do you prefer? Why?

f$)$ Identify an element, or elements, that caught your attention doing the exercise and why it$/$they stood out.

g$)$ What did you learn, what insights did you gain performing this exercise?

$8.$ Submission Instructions

$$ Screen print the Inventory Item Setup screens.

$$ Answer the $6$ questions. Put your answers at the bottom of the Word document containing the Inventory Item screen prints.

$$ Upload the document in Canvas.

Scoring:

First Vendor $15$ points

Second Vendor $15$ points

Learnings$/$Insights$/$Implications $10$ points

Total Points $40$ points

NOTE: If the system in which you are working is a shared environment, attach your initials to the data you input to keep it separate from the work of others in the same shared company.

NOTE: Keep Units of Measure $($UOM$)$ in mind when working with costs and prices. $[$ERP systems typically include at least three units of measure and the associated conversion factors. Typical Units of Measure are Buying Unit of Measure, Stocking Unit of Measure and Selling Unit of Measure.$]$

Inventory Data:

a$)$ Inventory Locations:

MAIN $$ Main Warehouse

ONT $$ Ontario Satellite Warehouse

SEA $$ Seattle Satellite Warehouse

SFO $$ San Francisco Satellite Warehouse

b$)$ Product Groups:

EQUIP $-$ Office Equipment

FURN $-$ Furniture

PAPR $-$ Paper Goods

PEN $-$ Pens, Pencils, Erasers, etc.

SUPP $-$ Supplies

Note: Please keep in mind that Location can refer to different warehouses, as above, and to different places within a warehouse, such as shelves, bins, stock rooms, tool cribs, shipping and receiving dock locations, quarantine, freezers, etc.

c$)$ Inventory Items:

Item ItemID Grp UOM Size Color Min$/$Max

Pilot Pen $205230$BK PEN doz Fine Black $50/250$

Pilot Pen $205230$RD PEN doz Fine Red $25/100$

Pilot Pen $205240$BK PEN doz Medium Black $100/500$

Pilot Pen $205240$RD PEN doz Medium Red $25/100$

Paper $11200$ PAPR case $8(1)/(2)$ x $11$ White $50/500$

Paper $14200$ PAPR case $8(1)/(2)$ x $14$ White $50/250$

LaserJet $55-$A $92298$A SUPP each n$/$a n$/$a $10/25$

Executive Chair CH$-5504$ FURN each n$/$a Black $5/10$

Item ItemID UOM Cost Price UnitPrice

Pilot Pen $205230$BK doz $9\mathrm{.}00/$doz $15\mathrm{.}001\mathrm{.}69/$ea

Pilot Pen $205230$RD doz $9\mathrm{.}00/$doz $15\mathrm{.}001\mathrm{.}69/$ea

Pilot Pen $205240$BK doz $9\mathrm{.}00/$doz $15\mathrm{.}001\mathrm{.}69/$ea

Pilot Pen $205240$RD doz $9\mathrm{.}00/$doz $15\mathrm{.}001\mathrm{.}69/$ea

Paper $11200$ case $15\mathrm{.}00$ case $35\mathrm{.}004\mathrm{.}50/$ream

Paper $14200$ case $18\mathrm{.}00$ case $42\mathrm{.}004\mathrm{.}95/$ream

LaserJet $55-$A $92298$A each $80\mathrm{.}00$ each $145\mathrm{.}00145\mathrm{.}00$

Executive Chair CH$-5504$ each $157\mathrm{.}00$ each $499\mathrm{.}00499\mathrm{.}00$

Item ItemID Primary Supplier Secondary Supplier

Pilot Pen $205230$BK Pilot Pen Corp Office Supply Co

Pilot Pen $205230$RD Pilot Pen Corp Office Supply Co

Pilot Pen $205240$BK Pilot Pen Corp Office Supply Co

Pilot Pen $205240$RD Pilot Pen Cor