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PUBLIC
Michael G Cardi, SAP
June 12, 2018
Accessing Data on the GoSAP Mobile Apps
2PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
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
3PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
• Handle alerts and approvals
• Stay informed about business, view reports, manage contacts and handles sales and servicerelated activities from anywhere
• For Management, Sales & Service employees
• Available on iPhone, iPad and Android
• SQL and HANA
• SAP B1 Users
• 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
• 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 Mobile Applications
SAP Business One Sales AppSAP Business One Mobile App SAP Business One Service App
4PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Differences between Mobile App, Sales App & Service App
Inbox
CRM
Inventory
Report
Sales
Service
Inbox
CRM
inventory
Report
Sales
Service
B1 Mobile App B1 Sales App
Inbox
CRM
inventory
Report
Sales
Service
B1 Service App
5PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
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 X
B1iF 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
X X
Access by SAP Business One pro, limited,SP licenses
X X X
Offline caching X X
Phone address book / calendarintegration
X X X
Required Backend
SAP Business One 9.2 PL1, version for SAP
HANA, or higher
SAP Business One 9.3 PL4, version for SAP
HANA, or higher
SAP Business One Release 8.8 PL12
or 9.0 or higher versions
Licensing
Professional, Limited CRM, Starter Package,
and Mobile Sales users (new)
Professional, Limited CRM, Starter Package,
and Mobile Service users (new)
Professional, limited (limited Financial
/ Logistics / CRM), or starter package
licenses
Supported OS
Apple iPhone 5 or newer, iOS 8.0 or higher;
Andriod 5.0 and aboveApple iPhone 5 or newer, iOS 8.0 or higher;
• iOS 5.0 or higher for iPhone, iPod
touch and iPad
• Android OS 4.0 or higher
Run in Cloud X* X* X
SAP B1 Sales Introduction
7PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
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
8PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
SAP Business One Sales - Technical Information
▪ 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
LayerCompany DB
in SAP HANA
Analytics (KPI/ Dashboard)
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
9PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
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
10PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
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
11PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
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
12PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
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, email, 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
13PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
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
14PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
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
15PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
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
16PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
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
17PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
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
18PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
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.
19PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
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
SAP Business One Sales
SAP B1 Service Introduction
21PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2
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
22PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3
Supports: Service Layer, SAP Business One Analytics, and App Framework
License: Professional, Limited CRM and Mobile Service users (new)
Security: Basic access authentication at logon, license-based function-level and user-based data-level authorization (data ownership), valid SSLcertificates 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
Firewall
Mobile Service in SLD
Service
LayerCompany DB in SAP HANA
Analytics (KPI/ Dashboard)
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 fromAppleApp 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
SAP Business One Service - Technical Information
23PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4
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
SAP Business One Service - Getting Started
24PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5
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 Business One Service - Configuring Settings
25PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6
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
SAP Business One Service - Ticket Details
26PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7
Easily identify an item by its Serial Number or ManufacturerSerial 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 Business One Service - Identifying Items
27PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8
Use favorite options to easily access important informationrelating 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 Business One Service - Favorite Options
28PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9
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
SAP Business One Service - Quick Actions
29PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 10
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 Business One Service - Manage Sales Orders
30PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 11
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 Business One Service - Attachments
31PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 12
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 Business One Service - Ticket Summary
32PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 13
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 Business One Service - Working Offline
33PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 21
34PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
35PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 14
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
Contact information:
Michael G Cardi
Channel Enablement, Solution Expert
10 Hudson Yards, 51st Floor, New York, NY 10001
(212) 653-9984
Thank you.