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Integrating Microsoft Excel®
And SAP Financials
What’s New in the Z Option Product Line
Financials 2015Booth #625
Spreadsheet Integration Made Easy
Tim CurtinSolutions Specialist
Z Option, Inc.
Introductions
Spreadsheet Integration Made Easy
Agenda – In This Session
GLSU
EzyScript
Z Option Information
Budget Loader
Questions/Wrap-Up
Spreadsheet Integration Made Easy
Located in Lewisville, Texas
Formed in 1998 by accountants and programmers
SAP® Software Solution Partner
Customers of all sizes and industries worldwide
About Z Option
Z Option has hundreds of customers
with thousands of users worldwide.
For a more complete list of our
customers, visit www.zoption.com
Spreadsheet Integration Made Easy
Software Tools Free trial
Powerful, flexible
user-friendly solutions
Reduce support and
development costs
Use standard SAP authorizationsStart posting documents in a few
hours with free remote installation
Spreadsheet Integration Made Easy
Agenda – In This Session
GLSU
EzyScript
Budget Loader
Z Option Information
Questions/Wrap-Up
Spreadsheet Integration Made Easy
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
Spreadsheet Integration Made Easy
Budget Loader Example – KP06 Cost Elements
Spreadsheet Integration Made Easy
Budget Loader 4.5 – Scheduled Release Summer 2015
GP12N
New
General
Ledger
Planning
Spreadsheet Integration Made Easy
Agenda – In This Session
GLSU
Budget Loader
EzyScript
Z Option Information
Questions/Wrap-Up
Spreadsheet Integration Made Easy
• 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
EzyScript 1.0
Spreadsheet Integration Made Easy
EzyScript Examples – Cost Centers
Create/Change Master Data Easily
Spreadsheet Integration Made Easy
EzyScript Examples - Materials
Messages returned directly
to the spreadsheet
Spreadsheet Integration Made Easy
EzyScript Examples – Query Capability
Spreadsheet Integration Made Easy
Agenda – In This Session
EzyScript
Budget Loader
GLSU
Z Option Information
Questions/Wrap-Up
Spreadsheet Integration Made Easy
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
GLSU 5.0 – Released Summer 2013
Spreadsheet Integration Made Easy
GLSU 5.0 Demo
Empower Users
Increase Productivity
Maintain Security
Reduce Costs
Spreadsheet Integration Made Easy
GLSU 6.0 – Scheduled Release Summer 2015
Ability to download templates stored in SAP without leaving Excel
Figure 1: The GLSU Initialize pop-up
Spreadsheet Integration Made Easy
GLSU 6.0 – Scheduled Release Summer 2015
Ability to automate “Description Fields”
creation
™
Spreadsheet Integration Made Easy
GLSU 6.0 – Scheduled ReleaseSummer 2015 Ability to Pin pick list favorites
Figure 24: Examples of pinned items sorting to the top of the list for ease of use.
Spreadsheet Integration Made Easy
GLSU 6.0 – Scheduled ReleaseSummer 2015 Return cross-company document numbers back to template
Spreadsheet Integration Made Easy
GLSU 6.0 – Scheduled ReleaseSummer 2015 Interface Mapping / Default Entry Offset for single row entries
Spreadsheet Integration Made Easy
GLSU 6.0 – Scheduled ReleaseSummer 2015
Post/Park Ribbon Enhancement
Values change depending on type of
process configured in Options menu
Spreadsheet Integration Made Easy
GLSU 6.0 – Scheduled ReleaseSummer 2015
• ZZ Custom Fields
• Other standard SAP
fields not supported by
GLSU
Custom Pick Lists
Spreadsheet Integration Made Easy
GLSU 6.0 – Scheduled ReleaseSummer 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
Spreadsheet Integration Made Easy
Agenda – In This Session
EzyScript
Budget Loader
Questions/Wrap-Up
Z Option Information
GLSU
Spreadsheet Integration Made Easy
Customer Success Stories“With GLSU, we
save time and
money.” – FI
Project Manager
“[GLSU] is the best of
both worlds. We get the
functionality of SAP
software and the user-
friendliness of the Excel
front-end.” – Manager of
Finance
“With GLSU, we don’t
have to maintain the
software, and it gives
us better flexibility
with more options.” –
IT Project Manager
“As accountants, we
know Microsoft Excel
very well – so the more
we can do in
spreadsheets, the more
productive we can be.”
– Accounting 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
Spreadsheet Integration Made Easy
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:
www.zoption.com
877-653-7215 (US & Canada)
972-315-8800 (Outside US)
Spreadsheet Integration Made Easy
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.
Spreadsheet Integration Made Easy
Disclaimer
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. Wellesley Information Services is neither owned nor controlled by SAP SE.
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