SAP Business One for iphone and ipad. Version 1.5.x January 2012

Transcription

1 Version 1.5.x January 2012

2 Legal disclaimer The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP. This presentation is not subject to your license agreement or any other service or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation and SAP's strategy and possible future developments, products and or platforms directions and functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this document is not a commitment, promise or legal obligation to deliver any material, code or functionality. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This document is for informational purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP s willful misconduct or gross negligence. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forwardlooking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions SAP AG. All rights reserved. 2

3 Introduction This mobile app allows you to interact anytime and anywhere with the integrated business management application for small businesses, SAP Business One. Complete Access the information you need to run your business anywhere, anytime Ensure critical information is always at the fingertips of those who need it most Intuitive Navigate with ease See data graphically represented Interactive Access data real-time Respond directly and trigger remote processes Changes automatically update your SAP Business One backend Home / KPI Screen (ipad) 2011 SAP AG. All rights reserved. 3

4 Key features - Alerts and approvals Alerts and Approvals Get alerts on specific events, such as deviations from approved discounts, prices, or credit limits Use intuitive interface to sort alerts by date, type or priority View and complete approval requests with minimal clicks Drill into relevant data before making your decision Ask for additional information or provide comments in the approval process 2011 SAP AG. All rights reserved. 4

5 Key features Sales activities Drive Your Sales Activities Create or view Sales Opportunities, Sales Quotations, and Sales Orders 2011 SAP AG. All rights reserved. 5

6 Key features Service Contracts and service calls Service Contracts View details of service contracts and search for service contracts Search for and view customer equipment cards by entering an item s serial number for a keyword search or by using an item s barcode to scan a serial number Process Service Calls Handle service activities, from picking up to closing a service call, and track solution details Look up related service calls from service contracts or customer equipment cards 2011 SAP AG. All rights reserved. 6

7 Key features Reports and dashboards Visualize key information about your business in real-time by customized or predefined reports and dashboards Reports Use built-in SAP Crystal Reports to present key business information Add customized reports Share reports from your mobile device via Interactive Dashboards Oppurtunity Win Rate Oppurtunities Status View your key business data in the interactive Dashboards Use pre-defined dashboards for Sales Analysis, Purchase Quotations and Cash Flow Maximize each single chart 2011 SAP AG. All rights reserved. 7

8 Key features Access business partners Manage Business Partner Information View Business Partner details, including account information Create new customers, vendors, and leads View Business Partner related sales documents (sales quotation / sales order / sales opportunity) Check or modify addresses, addresses, phone numbers, contact details Log new activities Synch activities into your mobile calendar View historical activities, and special prices Initiate a phone call Locate your contact on a map and plan a route All changes automatically get synchronized with SAP Business One on the backend, and optionally synch activities into the calendar of the device 2011 SAP AG. All rights reserved. 8

9 Key features Monitor inventory and drive sales Monitor Inventory and Product Data Monitor stock/inventory levels Get detailed product information for all items you sell Preview item pictures and check pricing information such as purchase and sales price Find detailed inventory information by warehouse 2011 SAP AG. All rights reserved. 9

10 Installation and free trial for everyone Simply test-drive the app immediately Even if you re not a SAP Business One customer today, try the app and see how it will change how you do business. SAP provides a hosted Business One environment that you can connect to instantly. Begin your demo or trial in two easy steps: Install the free app on your iphone or ipad via Apple App Store or itunes (Our app is designed for both iphone and ipad / ipod touch) Start the app and use the demo option for logon* 2011 SAP AG. All rights reserved. *For best performance in China, configure the Device Settings -> Business One -> Demo Server: China 10

11 Get connected to your business information Requirements To use SAP Business One app with your own business data, you must run SAP Business One release 8.8 PL12 / 8.81 / 8.82 or higher with Integration Component as backend Each mobile user needs a professional, limited (limited Financial / Logistics / CRM) or starter package user license of SAP Business One Languages Supports all SAP Business One languages Security SSL / VPN secured online server access, no offline usage No data storage or caching of business data on device Device UDID authorization per user, basic authentication, permission control concept within the app, and module permission / data ownership concept 2011 SAP AG. All rights reserved. 11

12 Version details of minor releases New key functions of Version (Only supported in conjunction with SAP Business One 8.82 Ramp-up PL03) - Planned app availability: Week Jan ) Creation of Sales Order / Sales Quotation Handling of Service calls New key functions of Version (Some only supported in conjunction with SAP Business One 8.81 PL09) Creation of Sales Opportunities Customizable KPI / Home screen layouts and extended To-Do List New module Service Contract, Barcode scanning for goods service Additional dashboard Purchase Quotations, improved dashboard performance / option to send via Integration of the documentation and customer specific help New key functions of Version (Some only supported in conjunction with SAP Business One 8.81 PL07) View business partner related sales documents (sales quotation / sales opportunity / sales order) Set a specific SAP Business One company database in the app (see SAP Note ) Monitor key business data such as sales analysis & cash flow in new interactive dashboards Create or modify business partner address and contacts Synch SAP Business One activities into the calendar of the device Faster server-connection, simplified UDF logic, retina display support on iphone 4, and new overall design New key functions of Version (Some only supported in conjunction with SAP Business One 8.81 PL05) User authorization considered on level of function Detailed information about stock, listed by warehouse User Defined Fields (UDF) can be displayed in master data and transactions 2011 SAP AG. All rights reserved. 12

13 Positioning and planned functions SAP Business One for iphone and ipad should cover all basic customer needs, including business processes, reporting and generic extensibility. Any additional, specific requirements should be covered by Software Solution Partners Planned functions for upcoming releases Provide business objects interactive relationship map Support Crystal Reports with selection criteria parameters Redesign the UI on ipad 2011 SAP AG. All rights reserved. 13

14 Extensibility Design the web page based on a template Implement web service call on B1i Framework Call script API to link with system module (e.g. BP) Register new web component in Business One system See your own business scenarios inside the app 2011 SAP AG. All rights reserved. 14

15 SAP Business One Mobility Technology background SAP Business One mobile capabilities based on Integration Component* Technology to build mobile applications to give customers constant read- and writeaccess to their most important data in SAP Business One Anytime and anywhere interaction makes our customers more productive Support for transactional processes and analytics with real-time access to information and transactions Basis for Software Solution Partners to co-innovate and distribute applications specific to additional platforms, industries, business processes or specific technical approaches B1i Framework 2011 SAP AG. All rights reserved. * Available as of SAP Business One 8.8 PL12 & B1 8.8 Integration Component 15

16 Success stories about SAP Business One mobility Result of the collaboration between SAP and our partners 2011 SAP AG. All rights reserved. 16

17 Further Information FOR CUSTOMERS Our public web site SAP.com: The SAP Business One mobile application SAP Store for Mobile Apps - Business mobile apps from SAP and partners Documentation: SAP Business One for iphone and ipad FOR PARTNERS See the SAP Business One innovations page on Channel Partner Portal

18 2011 SAP AG. All rights reserved No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iseries, pseries, xseries, zseries, eserver, z/vm, z/os, i5/os, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company. Sybase and Adaptive Server, ianywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. The information in this document is proprietary to SAP. No part of this document may be reproduced, copied, or transmitted in any form or for any purpose without the express prior written permission of SAP AG. This document is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies, developments, and functionalities of the SAP product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or development. Please note that this document is subject to change and may be changed by SAP at any time without notice. SAP assumes no responsibility for errors or omissions in this document. SAP does not warrant the accuracy or completeness of the information, text, graphics, links, or other items contained within this material. This document is provided without a warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. SAP shall have no liability for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of these materials. This limitation shall not apply in cases of intent or gross negligence. The statutory liability for personal injury and defective products is not affected. SAP has no control over the information that you may access through the use of hot links contained in these materials and does not endorse your use of third-party Web pages nor provide any warranty whatsoever relating to third-party Web pages SAP AG. All rights reserved. 18