Accounting for Business Decision

125 views 9:08 am 0 Comments October 18, 2023

Individual Assessment

Cover page

Unit

Details

Name

Accounting for Business Decision (Mid-Term)

Code

HI5001

Year, Trimester

2023 Trimester 2

Assessment

Details

Name

SAP ERP Assessment (Individual Assignment)

Due Date and Week

18th October 2023 at 11:59 PM.

Individual Student

Details

Student Number (SAP Username)

First Name

Family Name

Submission

Declaration

Integrity Declaration

I have read and understand academic integrity policies and practices and my assessment does not violate these.

Full Name

Submission Date

Instructions

Academic

Integrity

Information

Holmes Institute is committed to ensuring and upholding academic integrity. All assessment must comply with academic integrity guidelines. Important academic integrity breaches include plagiarism, collusion, copying, impersonation, contract cheating, data fabrication and falsification. Please learn about academic integrity and consult your teachers with any questions. Violating academic integrity is serious and punishable by penalties that range from deduction of marks, failure of the assessment task or unit involved, suspension of course enrolment, or cancellation of course enrolment.

Format

Instructions

Most assessments must be in MS Word format with no spacing, 11-pt Calibri font and at least 2cm margins on all four sides with appropriate section headings and page numbers.

You must name your file with the Unit Code and Student ID (e.g. “HI5001-GWA1995”).

Check that you submit the correct document as special consideration is not granted if you make a mistake.

Student ID needs to be indicated on the cover page.

Penalties

All work must be submitted on Blackboard by the due date and time along with a completed Assessment Cover Page. Late penalties apply.

Reference sources must be cited in the text of the report, and listed appropriately at the end in a reference list using Holmes Institute Adapted Harvard Referencing. Penalties are associated with incorrect citation and referencing.

ASSIGNMENT DETAILS

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 realise 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 produces 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 Organisation

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:

Fulfilment 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 fulfilment process from a specified scenario and produces 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 Organisation

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: Fulfilment

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: Fulfilment

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 Sills link on Blackboard.

Academic Integrity breaches are a serious offence 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 authorised.

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 offence.

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 your Journal Entry [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.

Tags: , , , , , , , , , , ,