Accessing Data on the Go SAP Mobile Apps

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1 Accessing Data on the Go SAP Mobile Apps Michael G Cardi, SAP June 12, 2018 PUBLIC

2 Agenda SAP Business One Mobile Options: A Comparison SAP B1 Sales app Introduction SAP B1 Service app Introduction SAP B1 Service app in action Summary 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2

SAP Business One Mobile Applications SAP Business One Mobile App Handle alerts and approvals Stay informed about business, view reports, manage contacts and handles sales and service related

ǀ PUBLIC SAP Business One Service App Handle your sales activities anywhere, anytime Sales reps gain access to the most relevant business information and processes, for efficient and successful

3 SAP Business One Mobile Applications SAP Business One Mobile App Handle alerts and approvals Stay informed about business, view reports, manage contacts and handles sales and service related activities from anywhere For Management, Sales & Service employees Available on iphone, ipad and Android SQL and HANA SAP B1 Users 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC SAP Business One Service App Handle your sales activities anywhere, anytime Sales reps gain access to the most relevant business information and processes, for efficient and successful management of customers and sales. For Sales employees Available on iphone and Android HANA SAP B1 Users or Mobile Users SAP Business One Sales App Handle your sales activities anywhere, anytime Sales reps gain access to the most relevant business information and processes, for efficient and successful management of customers and sales. For Sales employees Available on iphone and Android HANA SAP B1 Users or Mobile Users 3

4 Differences between Mobile App, Sales App & Service App Inbox Inbox Inbox Service CRM Service CRM Service CRM Sales Inventory Sales inventory Sales inventory Report Report Report B1 Mobile App B1 Sales App B1 Service App 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4

5 Differences between Mobile App, Sales App & Service App SAP Business One Sales app SAP Business One Service app SAP Business One mobile app HANA X X X SQL B1iF X X Service Layer X X Fiori design X X Sales functions X X X Service Functions X X KPIs X X Customer 360 X X Access by SAP Business One mobile licenses Access by SAP Business One pro, limited,sp licenses 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC X X X X Offline caching X X Phone address book / calendar integration Required Backend Licensing Supported OS X X X SAP Business One 9.2 PL1, version for SAP HANA, or higher Professional, Limited CRM, Starter Package, and Mobile Sales users (new) Apple iphone 5 or newer, ios 8.0 or higher; Andriod 5.0 and above X SAP Business One 9.3 PL4, version for SAP HANA, or higher Professional, Limited CRM, Starter Package, and Mobile Service users (new) Apple iphone 5 or newer, ios 8.0 or higher; SAP Business One Release 8.8 PL12 or 9.0 or higher versions Professional, limited (limited Financial / Logistics / CRM), or starter package licenses ios 5.0 or higher for iphone, ipod touch and ipad Android OS 4.0 or higher Run in Cloud X* X* X 5

6 SAP B1 Sales Introduction

7 SAP Business One Sales - Introduction SAP Business One Sales lets you effectively handle your sales activities anywhere, anytime. Sales reps gain access to the most relevant business information and processes, for efficient and successful management of customers and sales. Dedicated: Tailored for sales roles, holistic CRM management drives sales productivity Insight to customers, deals, predictability in sales operations Intuitive: User-oriented and easy to use Interactive: Access data in real time Respond directly and trigger processes All changes automatically update the SAP Business One backend 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7

8 SAP Business One Sales - Technical Information Requirements for ios SAP Business One 9.2 PL1, version for SAP HANA, or higher Apple iphone 5 or newer, ios 8.0 or higher Download from Apple App Store Requirements for Android SAP Business One 9.2 PL3, version for SAP HANA, or higher Android 5.0 Download from Google Play Store Service Layer, SAP Business One Analytics, and App Framework Supported license types: Professional, Limited CRM, Starter Package, and Mobile Sales users (new) Security: Basic access authentication at logon, license-based function-level and user-based data-level authorization (data ownership), valid SSL certificates enforced, Apple Touch ID Languages: All 27 languages of SAP Business One are supported Connection flow: Mobile Device Fire wall Mobile Service in SLD Service Layer Analytics (KPI/ Dashboard) Company DB in SAP HANA 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8

SAP Business One Sales - Getting Started Home Page: Central access to all sales-relevant modules Shows number of open items Access to SAP Business One calendar and activities Key Performance

9 SAP Business One Sales - Getting Started Home Page: Central access to all sales-relevant modules Shows number of open items Access to SAP Business One calendar and activities Key Performance Indicator (KPI) Screen shows user-specific dashboards: Potential amounts of open opportunities Sales Order amount of the current month Top 5 customers Top 5 best-selling items 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9

opportunities, quotations, or orders based on activities Link related documents such as sales quotations or

10 SAP Business One Sales - Managing Activities Features: View activities assigned to you in a calendar format Edit and close existing activities or create new activities Create follow-up activities Create sales opportunities, quotations, or orders based on activities Link related documents such as sales quotations or orders Upload attachments to activities 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 10

effective monitoring of activities by sales managers using a dedicated activity report within the SAP Business One

11 SAP Business One Sales - Location based check-in Powerful and convenient scenario to check-in location of sales activities Reports the location of an activity for every stage of the sales process Check-in data can be used for effective monitoring of activities by sales managers using a dedicated activity report within the SAP Business One client Embedded in ios/google geographic services 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 11

SAP Business One Sales - Managing Customer Data (1/2) Features: Create new customers or leads, view Business Partner details, including related activities, sales documents (sales quotations, sales

12 SAP Business One Sales - Managing Customer Data (1/2) Features: Create new customers or leads, view Business Partner details, including related activities, sales documents (sales quotations, sales orders, sales opportunities), special prices and account information Modify contact details, log new activities, initiate a phone call, , or text messages directly Locate your contact on a map and plan a route Download/upload attachments to business partners Support of Business Partner data ownership function 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 12

SAP Business One Sales - Managing Customer Data (2/2) Features (continued): Filter by business

frequency, account balance, churn probability and more Customer is rated with 1-5 stars, based on

as the churn probability Average amount per sales order displayed next to the proposed re-order date

13 SAP Business One Sales - Managing Customer Data (2/2) Features (continued): Filter by business partner type - Customer or Lead Sort by Name, Code or Intelligent Sort such as monetary value, frequency, account balance, churn probability and more Customer is rated with 1-5 stars, based on frequency of orders and monetary values The churn field displays the customer attrition risk as well as the churn probability Average amount per sales order displayed next to the proposed re-order date Leads get displayed by industry, activity days 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 13

14 SAP Business One Sales - Viewing Items in Items Module Features: View information about items in inventory, including unit price or in-stock quantity View the quantity of an item by warehouse location Search for items in inventory Check item in assigned price lists 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 14

SAP Business One Sales Managing Sales Documents (Orders and Quotations) Features: Search, create and cancel sales quotations, and sales orders Update exiting sales quotations and sales orders and

15 SAP Business One Sales Managing Sales Documents (Orders and Quotations) Features: Search, create and cancel sales quotations, and sales orders Update exiting sales quotations and sales orders and manage activities related to these documents Sort documents by document number, BP name, document total or delivery date Copy sales quotations to sales orders View, add, edit and close activities related to sales quotations and sales orders Data ownership for documents 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 15

16 SAP Business One Sales - Managing Sales Opportunities Features: Create, view, and search for sales opportunities View, edit, and create stages for sales opportunities Display all the sales opportunities in pipeline mode 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 16

SAP Business One Sales - Managing Attachments Features: View, download, and upload attachments from and to business partners, items, activities, sales opportunities, sales documents, and service

17 SAP Business One Sales - Managing Attachments Features: View, download, and upload attachments from and to business partners, items, activities, sales opportunities, sales documents, and service calls Files of image types are displayed directly. For other file types, a system message asking which program to use for opening the file appears Upload attachments of image file types only, by either browsing to the required image file, or by taking a picture using your mobile device 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 17

Easily view your SAP Business One crystal reports to make informed decisions on the

18 SAP Business One Sales Crystal Reports Features: New Crystal Report menu option for SAP Business One Sales. Easily view your SAP Business One crystal reports to make informed decisions on the run. Download and/or share your crystal reports easily with others SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 18

Easy setup, user-oriented, high usability 5. New, affordable license option 6.

19 SAP Business One Sales Summary: 1. Sales oriented functional scope 2. Using service layer and Fiori-style design 3. SAP HANA analytics elements 4. Easy setup, user-oriented, high usability 5. New, affordable license option 6. Comprehensive security 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 19

20 SAP B1 Service Introduction

21 SAP Business One Service - Introduction Provide on-site services for customers by easily and efficiently reviewing and resolving assigned service tickets. SAP Business One Service enables you to perform the following over Wi-Fi or cellular networks: View and filter your service tickets and synchronize them to your calendar. Resolve your service tickets: Edit, close, share and print service tickets. Scan barcodes or QR codes to identify items as needed and update information. User favorite options to check in and check out, call customers, take photos and view service history. Take quick actions to manage sales orders that are links to a service call. View your Key Performance indicators 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀǀ PUBLIC 2 21

22 SAP Business One Service - Technical Information Requirements for ios SAP Business One 9.3 PL04, version for SAP HANA, or higher Apple iphone 5 or newer, ios 8.0 or higher Download fromapple App Store Requirements for SAP Business One Cloud SAP Business One Cloud 1.1 PL09 or higher SAP Business One 9.3 PL04, version for SAP HANA, or higher Install the Mobile Service component in the Cloud Control Centre Supports: License: Security: Service Layer, SAP Business One Analytics, and App Framework Professional, Limited CRM and Mobile Service users (new) Basic access authentication at logon, license-based function-level and user-based data-level authorization (data ownership), valid SSL certificates enforced, Apple Face/Touch ID Languages: All 27 languages of SAP Business One Setup Prerequisites: Ensure Enable Multiple Scheduling for Service Calls is activated in SAP Business One system. Refer to the How to Guide for important prerequisite details. Connection flow: Mobile Device Fire wall Mobile Service in SLD Service Layer Analytics (KPI/ Dashboard) Company DB in SAP HANA 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀǀ PUBLIC 3 22

SAP Business One Service - Getting Started Home Page: Overview of your service tickets. Call your customers. View customer locations on a map. Filter your service tickets.

23 SAP Business One Service - Getting Started Home Page: Overview of your service tickets. Call your customers. View customer locations on a map. Filter your service tickets. Check and synchronize your service tickets in your monthly calendar. Configure your personal settings. Key Performance Indicator (KPI) Screen: Monthly closed tickets Yearly in-service rate Top 5 fixed items Top 5 visited customers Customize the KPI dashboard 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀǀ PUBLIC 4 23

24 SAP Business One Service - Configuring Settings Features: Display your company name and user code. Offline settings enables you to download service ticket data and manage service tickets edited offline. Display or hide user-defined fields (UDFs). Touch ID/Face ID configuration available depending on your mobile device. Speech2Text capabilities. Access online help. Log out activities SAP SE or an SAP affiliate company. All rights reserved. ǀǀ PUBLIC 5 24

The information banner on the top of the page shows the validity of the service contract for the item in the service ticket.

25 SAP Business One Service - Ticket Details Efficiently manage and resolve your service tickets online. View, edit, close, share and print your service tickets easily. The information banner on the top of the page shows the validity of the service contract for the item in the service ticket. Quickly review service contract details. Check address location on map. Access favorite options: Check In Phone Call Take Photo Service History 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀǀ PUBLIC 6 25

26 SAP Business One Service - Identifying Items Easily identify an item by its Serial Number or Manufacturer Serial Number or the Item Code. Scan bar code or QR code to identify items for Serial Number or Manufacturer Serial Numbers and add/update the information. Option to turn on a flashlight when scanning SAP SE or an SAP affiliate company. All rights reserved. ǀǀ PUBLIC 7 26

27 SAP Business One Service - Favorite Options Use favorite options to easily access important information relating to your service ticket. Check In (Out) enables you to optionally check in and out in an open service ticket. Phone Call allows you to easily call your customer with a valid phone number. Take Photo enables you to capture important details or images for an open service ticket. Service History allows you to view a list of all other service call records that contain the item in the current service ticket SAP SE or an SAP affiliate company. All rights reserved. ǀǀ PUBLIC 8 27

28 SAP Business One Service - Quick Actions Take quick actions to efficiently manage the service call process. Manage sales orders that are linked to a service call Add a resolution for a service ticket View the service contract for an item View attachments of and add photos to a service call 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀǀ PUBLIC 9 28

SAP Business One Service - Manage Sales Orders Easily view, edit. create, duplicate and cancel sales orders that are linked to a service call that belongs to your service ticket.

All tab displays a list of all the sales orders that are linked to the service call relating to the service ticket.

29 SAP Business One Service - Manage Sales Orders Easily view, edit. create, duplicate and cancel sales orders that are linked to a service call that belongs to your service ticket. Quickly view sales orders in the service call relating to the service ticket Open tab displays the list of open sales orders and the document number. All tab displays a list of all the sales orders that are linked to the service call relating to the service ticket. Approval Status tab enables you to check the approval progress of edited sales orders which are pending approval by the manager. Add approved sales orders to the relevant service calls. Easily tap into the sales order for more information such as items, financial and logistics information and payment details SAP SE or an SAP affiliate company. All rights reserved. ǀǀ PUBLIC 10 29

30 SAP Business One Service - Attachments Attachments can include critical details of a service call relating to your service ticket. View a list of all attachments that are linked to the service call which your current ticket belongs. Easily download and view an attachment. Add photos for an open service ticket SAP SE or an SAP affiliate company. All rights reserved. ǀǀ PUBLIC 11 30

Easily capture a customer signature by signing on your phone screen and confirming the signature.

31 SAP Business One Service - Ticket Summary The ticket summary allows you to review and capture a report for your service ticket. View and confirm the service ticket details. Easily capture a customer signature by signing on your phone screen and confirming the signature. Create a PDF to generate a formal report for the service ticket. Select a portable Bluetooth thermal printer to easily print the ticket summary SAP SE or an SAP affiliate company. All rights reserved. ǀǀ PUBLIC 12 31

Note that when you are offline, you will not be able to perform any action that requires internet connection. Manage personal data to conform with data privacy legislation.

32 SAP Business One Service - Working Offline No internet access? Simply download the latest service ticket data to your mobile device in advance. Resolve downloaded service tickets offline Upload the edited service tickets when you are online again. Note that when you are offline, you will not be able to perform any action that requires internet connection. Manage personal data to conform with data privacy legislation. Customer personal data can be cleared manually and is cleared automatically by SAP Business One Service in specific scenarios. Easily clear customer personal data contained in the changes that you make offline for a service ticket. Clear customer personal data contained in the downloaded or cached data SAP SE or an SAP affiliate company. All rights reserved. ǀǀ PUBLIC 13 32

35 SAP Business One Service - Summary 1. Streamlined job management for mobile technicians 2. Using service layer and Fiori-style design 3. SAP HANA analytics elements 4. Easy setup, user-oriented, high usability 5. New, affordable license option 6. Comprehensive security Detailed introduction and free trial: SAP Business One Service app 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀǀ PUBLIC 14 35

36 Thank you. Contact information: Michael G Cardi Channel Enablement, Solution Expert 10 Hudson Yards, 51 st Floor, New York, NY michael.cardi@sap.com (212)