Integrating Microsoft Excel And SAP Financials What s New in the Z Option Product Line. Financials 2015 Booth #625

Transcription

1 Integrating Microsoft Excel And SAP Financials What s New in the Z Option Product Line Financials 2015 Booth #625

2 Introductions Tim Curtin Solutions Specialist Z Option, Inc.

3 Agenda In This Session Z Option Information Budget Loader EzyScript GLSU Questions/Wrap-Up

4 About Z Option Located in Lewisville, Texas Formed in 1998 by accountants and programmers SAP Software Solution Partner Customers of all sizes and industries worldwide Z Option has hundreds of customers with thousands of users worldwide. For a more complete list of our customers, visit

5 Software Tools Free trial Powerful, flexible user-friendly solutions Use standard SAP authorizations Reduce support and development costs Start posting documents in a few hours with free remote installation

6 Agenda In This Session Z Option Information Budget Loader EzyScript GLSU Questions/Wrap-Up

7 Budget Loader Supported Transactions Cost Center KP06: Cost / Activity Inputs KP26: Activity Output / Prices KP46: Statistical Key Figures Activity Based Costing CP06: Cost / Activity / Process Inputs CP26: Process Quant. / Prices CP46: Statistical Key Figures Profitability Analysis (CO-PA) KEPM Profit Center Acct. (PCA) 7KE1: Costs / Revenues 7KE3: Balance Sheet 7KE5: Statistical Key Figures Internal Orders KPF6: Cost / Activity Inputs KPD6: Statistical Key Figures Project Systems CJR2: Cost Elem / Activity Input CJS2: Statistical Key Figures

8 Budget Loader Example KP06 Cost Elements

9 Budget Loader 4.5 Scheduled Release Summer 2015 GP12N New General Ledger Planning

10 Agenda In This Session Z Option Information Budget Loader EzyScript GLSU Questions/Wrap-Up

11 EzyScript 1.0 MM01 Create Master Material FS00 Create G/L Account Master KS01 Create Cost Center Master VA01 Create Sales Order (Single or Multi-Line) ME21 Create Purchase Order (Single or Multi-Line SU01 Create/Delete Users XD01 Create Customer Records Any Scriptable Transaction

12 EzyScript Examples Cost Centers Create/Change Master Data Easily

13 EzyScript Examples - Materials Messages returned directly to the spreadsheet

14 EzyScript Examples Query Capability

15 Agenda In This Session Z Option Information Budget Loader EzyScript GLSU Questions/Wrap-Up

16 GLSU 5.0 Released Summer 2013 Ability to create a GLSU template from an already posted SAP document GLSU functions available in Excel Ribbon Blocking indicators in pick lists: Cost Center, Profit Center, and Internal Orders Pick List values for Reversal Reason on Accrual entries Premium User controlled default User settings Upgrades covered as part of Annual Maintenance

17 GLSU 5.0 Demo Increase Productivity Reduce Costs Empower Users Maintain Security

18 GLSU 6.0 Scheduled Release Summer 2015 Ability to download templates stored in SAP without leaving Excel Figure 1: The GLSU Initialize pop-up

19 GLSU 6.0 Scheduled Release Summer 2015 Ability to automate Description Fields creation

20 GLSU 6.0 Scheduled Release Summer 2015 Ability to Pin pick list favorites Figure 24: Examples of pinned items sorting to the top of the list for ease of use.

21 GLSU 6.0 Scheduled Release Summer 2015 Return cross-company document numbers back to template

22 GLSU 6.0 Scheduled Release Summer 2015 Interface Mapping / Default Entry Offset for single row entries

23 GLSU 6.0 Scheduled Release Summer 2015 Post/Park Ribbon Enhancement Values change depending on type of process configured in Options menu

24 GLSU 6.0 Scheduled Release Summer 2015 Custom Pick Lists ZZ Custom Fields Other standard SAP fields not supported by GLSU

25 GLSU 6.0 Scheduled Release Summer 2015 Automation of Send Validation Now function Support for 64 bit MS Office Ability to Park to Ledger Groups About 25 additional enhancements and bug-fixes

26 Agenda In This Session Z Option Information Budget Loader EzyScript GLSU Questions/Wrap-Up

27 Customer Success Stories With GLSU, we save time and money. FI Project Manager GLSU has increased our data integrity on all levels, from finance to marketing. Users have commented on the quality, volume, and accuracy of data. General Accountant [GLSU] is the best of both worlds. We get the functionality of SAP software and the userfriendliness of the Excel front-end. Manager of Finance As accountants, we know Microsoft Excel very well so the more we can do in spreadsheets, the more productive we can be. Accounting Manager With GLSU, we don t have to maintain the software, and it gives us better flexibility with more options. IT Project Manager

28 Questions and Next Steps Visit Z Option - Premier Sponsor Booth #625 Schedule a No-Obligation WebEx Demo Set Up Your Free 30-Day Trial Contact Z Option: (US & Canada) (Outside US)

29 Wrap Up Thank you for attending today s session. Please drop by Booth #625 if you have questions or would like additional information. If you are interested in sharing your Z Option story, we are always looking for speakers at local and National events.

30 Disclaimer SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademark s of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the tr ademarks of their respective companies. Wellesley Information Services is neither owned nor controlled by SAP SE.