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Thursday, February 23, 2012

Outline of SAP FI module


Outline of SAP FI module






The following are the steps-wise-configuration of SAP FI Module :
  • Introduction to SAP R/3
  • Introduction to ERP, Advantages of SAP over other ERP Packages
  • Introduction to SAP R/3 FI
  • Financial Accounting Basic Settings:
    • Define Company
    • Define Company Code
    • Assignment of company to company code
    • Definition of business area
    • Definition of fiscal year variant
    • Assignment of fiscal year variant to company code
    • Definition of posting period variant
    • Assignment of posting period variant to company code
    • Open and close posting period
    • Defining document type & number ranges
    • Maintenance of field status variants
    • Assignment of field status variant to company code
    • Definition of tolerance groups for GL accounts
    • Definition of tolerance groups for employees
    • Assignment of tolerance groups to users
    • Taxes on Sales & Purchases (input & output)
    • Creation of chart of Accounts
    • Defining Accounts Groups
    • Defining Retained Earnings Account.
  • General Ledger Accounting:
    • Creation of General Ledger Master (with and with out reference)
    • Display/Change/Block/Unblock of general ledger master
    • Document Entry posting normal postings and posting with reference
    • Display and change of documents
    • Display of GL balances
    • Display GL account line items
    • Parked documents
    • Hold documents
    • Creation of Sample Document and postings with sample documents
    • Defining recurring entry document and postings with recurring doc.
    • Creation of account assignment model and posting
    • Configuration of line layouts for display of GL line items
    • Reversal of individual documents, mass reversal , reversal of cleared items and reversal of accrual and deferral documents
    • Defining Exchange Rate types and Translation ratios
    • Define Exchange rates & posting of foreign currency transactions
    • Interest calculations on term loans
    • Accrual and Deferral documents
  • Accounts Payable
    • Creation of vendor account groups
    • creation of number ranges for vendor master records
    • assignment of number ranges to vendor account groups
    • Creation of tolerance group for venders
    • Creation of vendor master (display/change/block/unblock of vender master)
    • Posting of vendor transactions (invoice posting, payment posting, credit memo)
    • Settings for advance payments to parties (down payment) and clearing of down payment against invoices (special GL transactions)
    • Posting of partial Payment & Residual Payment
    • Creation of payment terms,
    • Creation of house banks and account ids.
    • Creation of check lots and maintenance of check register
    • display check register
    • cancellation of un issued checks
    • creation of void reasons
    • cancellation of issued checks
    • posting of purchase returns
    • Configuration of automatic payment program
    • Payment to vendors through APP
    • Defining correspondence & party statement of accounts
  • Accounts receivable:
    • Creation of customer account groups
    • creation of number ranges for customer master records
    • assignment of number ranges for customer account groups
    • Creation of tolerance group for customers
    • Creation of customer master (display/change/block/unblock of vender master)
    • Posting of customer transactions (sales invoice posting, payment posting, debit memo)
    • Settings for advance payment from parties (down payment)
    • Configuration of settings for dunning
    • generating the dunning letters
    • defining correspondence and party statement of accounts
    • Bills of exchange
    • posting of sales returns
  • Asset Accounting
    • Defining chart of depreciation
    • creation of 0% tax codes for sales and purchased
    • assignment of chart of depreciation to company code
    • Defining account determination
    • definition of screen lay out rules
    • definition of number ranges for asset classes
    • Integration with General Ledger & Posting rules
    • Defining Depreciation key
    • definition of multilevel methods
    • definition of period control methods
    • creation of main asset master records
    • creation of sub asset master records
    • Acquisition of fixed assets
    • sale of fixed assets
    • transfer of assets
    • Scrapping of assets,
    • Depreciation run
    • Line item Settlement of assets under construction of capital work in progress
  • New General ledger accounting:
    • Parallel ledgers
    • document splitting
    • Segments.
  • Reports
    • Financial statement version
    • General Ledger
    • Accounts Payable
    • Accounts Receivable
    • Assets Reports

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