SAP Business One Guide

PUBLIC

The SAP Business One Mobile Application for iPhone and iPad

Release Family 8.8

Applicable Release: SAP Business One 8.81, SAP Business One Mobile Application 1.3.x

English August 2011

Table of Contents
Introduction ..................................................................................................................................... 4 Configuring the SAP Business One Server ................................................................................. 5 Setting Up Licenses in the Backend ...................................................................................... 5 Setting Up Users in the Backend........................................................................................... 5 Function-Level Authorizations for Users to Work with the App ............................................. 6 Configuration for SAP Crystal Reports .................................................................................. 8 Setting Up Add-Ons to Run Within the App .......................................................................... 8 Installing the SAP Business One App .......................................................................................... 9 Configuring the SAP Business One App ................................................................................... 10 Using the SAP Business One App .............................................................................................. 11 Managing Modules .............................................................................................................. 12 Viewing and Working with Documents in the Approval Module .......................................... 13 Viewing Documents .................................................................................................... 13 Approving or Rejecting Documents ............................................................................ 13 Viewing Alerts in the Alert Module ....................................................................................... 14 Managing Reports in the Report Module ............................................................................. 14 Viewing Reports ......................................................................................................... 14 Deleting Reports, Adding Reports, and Changing the Display Sequence of Reports 15 Sending Reports by E-Mail ......................................................................................... 15 Managing Business Partner Data in the Business Partners Module ................................... 16 Viewing Business Partner Information ....................................................................... 16 Editing Business Partner Information ......................................................................... 17 Adding Business Partners .......................................................................................... 17 Searching for Business Partners ................................................................................ 18 Viewing and Searching for Items in the Stock Module ........................................................ 18 Viewing Information About Items in Stock .................................................................. 18 Searching for Items in Stock ...................................................................................... 18 Viewing Price Lists in the Price List Module ........................................................................ 19 Viewing and Searching for Opportunities in the Sales Opportunities Module ..................... 19 Viewing Sales Opportunities Information ................................................................... 19 Searching for Sales Opportunities .............................................................................. 20 Viewing and Searching for Sales Orders in the Sales Order Module ................................. 20 Viewing Sales Order Information ................................................................................ 20 Searching for Sales Orders ........................................................................................ 21 Viewing and Searching for Sales Quotations in the Sales Quotation Module..................... 21 Viewing Sales Quotation Information ......................................................................... 21 Searching for Sales Quotations .................................................................................. 22 Viewing Dashboards in the Dashboards Module ................................................................ 23 Viewing Sales Analysis Dashboards .......................................................................... 23 Viewing Cash Flow Dashboards ................................................................................ 24 Managing User-Defined Fields ............................................................................................ 24 More Information .......................................................................................................................... 25

© SAP AG 2011

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...............................Copyrights......................... Trademarks. 26 © SAP AG 2011 3 ......................... and Disclaimers .

81 patch level (PL) 07 or higher Integration component for SAP Business One Note For further information about installing and upgrading SAP Business One. and much more. and easily share them via e-mail. All changes are synchronized automatically with the SAP Business One backend. view reports and business content. and pictures Sales opportunities – Search for. contact or locate partners directly. manage customer and partner data. Stock information – Monitor inventory levels. or targeted gross profits – and view approval requests waiting for your immediate action.The SAP Business One Mobile Application for iPhone and iPad Introduction With the SAP Business One mobile application (app) you can process approval requests. Key features: • Alerts and approvals – Get alerts on specific events – such as deviations from approved discounts. available quantity. monitor sales opportunities. Drill down into the relevant content or metric before making your decision. see the Administrator’s Guide that is provided on the SAP Business One product DVD. It does not support any offline use. A server connection needs to be established in order to open and use the app. prices. and access detailed information about your products including purchasing and sales price. are different between these devices. © SAP AG 2011 4 . view business partner and contact person information (can also be done in the Business Partners module) Sales orders – View sales order information and search for sales orders (can also be done in the Business Partners module) Sales quotations – View sales quotation information and search for sales quotations (can also be done in the Business Partners module) Dashboards– View predefined dashboards (sales analysis and cash flow) in normal and full screen mode • • • • • • • Requirements for the backend: • • SAP Business One 8. create new business partners and log new activities. Business partners – Access and manage your customer and partner information including addresses. Note Throughout this document we describe the features and functions of the SAP Business One mobile application for iPhone. Reports – Refer to built-in reports created with SAP Crystal Reports that present key information about your business. phone numbers. the SAP Business One mobile application neither stores nor caches business data on the device. view historical activities and special prices. This mobile application also runs on the iPad and iPod touch. view. This document shows where functionality and user interface elements. and monitor sales opportunities. Add your own customized reports to the application. Note For security reasons. credit limits. such as buttons or menu items. product specifications. and contact details.

and SAP Business One Indirect Access Users) with no additional license fee. specify the user for whom you want to make the mobile settings and then select the Mobile User checkbox. For more information on how to find the UDID. 2. consult the product documentation supplied with your Apple device. choose Administration → Setup → General → Users. ask your vendor. 6. © SAP AG 2011 5 . To use the mobile application. NOTE If the Mobile User checkbox is selected. you need any one of the following five SAP Business One user license types: • • • • • Professional Limited Financial Limited Logistics Limited CRM Starter Package Setting Up Users in the Backend 1. enter the UDID of the respective mobile device. Setting Up Licenses in the Backend If you have created a new user with mobile settings or added mobile settings to an existing user. choose a fictitious mobile phone number. In the Mobile Device ID field. a message appears reminding you to ensure that the mobile user has a B1i license. enter the user’s mobile phone number. 4. SAP Business One Add-on Access User. where you have no number. choose Add or choose Update and then OK. This mechanism is used for security reasons. 3. 5. In the Mobile Phone field. or search for instructions on the Web.The SAP Business One Mobile Application for iPhone and iPad Configuring the SAP Business One Server This section explains the tasks of the system administrator in setting up and managing the SAP Business One mobile application. In the Users . The SAP Business One mobile application for iPhone is available for all SAP Business One named user types (excluding SAP Business One Web CRM User. For an iPod touch or iPad. These tasks are performed in the SAP Business One backend server. as required. this field is mandatory.Setup window. The number you enter must exactly match the number and format (such as country code) in the SAP Business One user administration. From the SAP Business One Main Menu. Make or adjust the other settings for this user. To save your settings.

The SAP Business One Mobile Application for iPhone and iPad Function-Level Authorizations for Users to Work with the App The Modules tab of the mobile application displays the ten modules provided by SAP.81 PL05. As of SAP Business One 8. the mobile application retrieves authorization settings from the SAP Business One server. as well as any other additional modules. For SAP-provided modules. viewing. The Alert and Approval modules do not require function-level authorization and are accessible by all users that are enabled to work on a mobile device. and editing data. and what authorizations are needed. The following table shows the functions that users can perform. the mobile application supports function-level authorization. If a user does not have authorization to view a report in SAP Business One then the user cannot view the report using the mobile application. an administrator can assign permissions to a user by choosing Administration → System Initialization → Authorizations → General Authorizations. Action Full Authorization Y Read Only N/A No Authorization N Permission Set Up in SAP Business One A user needs authorization in SAP Business One to view each report. Adding Customer/Vendor Master Data section in Authorizations window Adding Lead BP section in Authorizations window Business Partner Master Data section in Authorizations window Activity section in Authorizations window Activity section in Authorizations window Activity section in Authorizations window Item Master Data section in Authorizations window View SAP Crystal Reports Add customer or vendor business partner Add lead business partner View business partner Y N/A N Y Y N/A Y N N Add activity Edit activity View activity View item Y Y Y Y N N Y Y N N N N © SAP AG 2011 6 . adding. controlling accessing. In SAP Business One.

SAP Business One does not display any price list. 1 © SAP AG 2011 7 . If a user has no authorization for a price list. SAP Business One does not display any price lists that belong to this group. The price lists that belong to the price list group for which the user has either full authorization or read-only authorization are displayed in the mobile application. If a user has no authorization to a specific price list group.The SAP Business One Mobile Application for iPhone and iPad Action Full Authorization Y 1 Read Only Y Y No Authorization N N Permission Set Up in SAP Business One Price Lists Group # section in Authorizations window Special Prices for Business Partners section in Authorizations window Sales Opportunities section in Authorizations window Sales Order section in Authorizations window Sales Quotation section in Authorizations window Dashboard section in Authorizations window View price list View special price list Y View sales opportunity View sales order View sales quotation View dashboard Y Y Y Y Y Y Y N/A N N N N The permission related to a price list has nothing to do with the permission related to price list groups.

In the Type field.sap. NOTE All fields are mandatory. not for reports in other formats. More Information See the how-to guide How to Create Add-Ons for the SAP Business One Mobile Application for iPhone located at http://channel. follow the steps below. Select the Visible for Mobile checkbox. In the Mobile Add-On . 2. and Provider fields. To save your settings. Procedure 1. 1. enter the relevant data in the Name... NOTE The mobile app supports only reports created with SAP Crystal Reports that have no interactive features. 3.Setup window. Setting Up Add-Ons to Run Within the App For SAP Business One add-ons that run on mobile devices and are delivered by partners.. 3. From the SAP Business One Main Menu. Result The report is now visible in the report list on the mobile device. For example. 4. . From the SAP Business One Main Menu. while the iPad supports 1024x768 pixels. choose Administration → Add-Ons → Mobile Add-On. iPhone 4 currently supports a resolution of 960x640 pixels. choose OK or Update. choose OK. 2. choose Administration → Setup → General → Report and Layout Manager. To save your settings. NOTE The resolution of the mobile device determines how the report is displayed. In the navigation pane on the left. Procedure . CAUTION SAP Business One does not check whether the report is suitable for displaying on a mobile device. This checkbox is visible only for reports in the SAP Crystal Reports format. such as defining selection criteria or drilling down to master data. URL. make the settings described below.com/sbo/innovations where you can also find sample code. select the report you want to display on the mobile device. specify whether the add-on will be accessed from the Home tab or from the Modules tab on the iPhone (equivalent to Home tab and vertical modules menu in the menu section on left side of the iPad). © SAP AG 2011 8 .The SAP Business One Mobile Application for iPhone and iPad Configuration for SAP Crystal Reports To make a report created with SAP Crystal Reports visible within the mobile app. 4..

depending on your settings. For more information. or iPod touch. go to Apple App Store and search for SAP Business One.com/app/sap-business-one-mobile-application/id392606876?mt=8. This counter is updated only when you leave the app. see the explanation of the User Code field in Configuring the SAP Business One App.apple. iPad. There is no push or notification service for new alerts and approvals. Note The Business One start icon shows the total number of unread alerts and unread approvals.The SAP Business One Mobile Application for iPhone and iPad Installing the SAP Business One App To download and install the SAP Business One mobile application on an iPhone. one logon field of Password or two logon fields of User Code and Password appear. When you tap the app icon on your iPhone. or follow this link: http://itunes. © SAP AG 2011 9 .

the value in the User Code field of the Users . 1. 3. Specify the following information:  Server: Server address and port (either IP or server name) in the format <server>:<port> Note Default ports of integration solutions for SAP Business One are 8080 (http) and 8443 (https). which is the default value. The Settings page appears. see the Security Aspects Related to the Mobile Solution section in Administrator’s Guide for the Integration Component. Be aware that SAP cannot cover all possible security aspects due to customer-specific requirements and conditions.  SSL: To use SSL (https) between SAP Business One and your iPhone. the logon dialog offers the user access to the public demo system. that is. choose ON. when you log on to the app. the value in the Mobile Phone field of the Users . if no backend server is configured.The SAP Business One Mobile Application for iPhone and iPad Configuring the SAP Business One App To connect to your backend system. Note The app uses the language that you use on your iPhone... If you specify a user code in this field.   Phone Num: User’s mobile phone number.com/smb/sbocustomer. that is. . Recommendation Use a secure communication channel. offering demo data and all functions except editing or adding data. Tap Settings on your iPhone. Tap Business One. the mobile application accesses a public demo server. All SAP Business One languages are supported. User Code: User code of the SAP Business One company.Setup window in SAP Business One • • If you do not specify a user code in this field.sap. 2. the database assigned to the mobile Web service. The mobile app logs on to this company. The Settings page for SAP Business One appears.  Company DB: Company database you want to connect to (mandatory field). For SSL. For details about the company database concept in the SAP Business One mobile application. The mobile app needs to be embedded into each customer’s specific security concept.Setup window in SAP Business One Demo System: When the demo system is ON. Note For more information about configuring https. This setting must comply with the protocol and assigned ports on the server side. you only need to enter your password. see Note 1606567 in the Get Support area of SAP Business One Customer Portal at http://service. keep as ON. when you log on to the app you must enter your user code and password.  © SAP AG 2011 10 .

For the first logon. • • • Sales Order displays data for the current month and the previous month. Click the Save button. You can tap them at any time. together with the percentage change. choose sap. only the changed activities are synchronized. Author. on the right side in the content area is the display section for selected content. The app forces you to log out. iv. Home Tab In the tab section (iPhone) or menu section (iPad). Identifier dropdown list. To change this value: i. Cash on Hand displays the balance of the account in the Cash on Hand field on the General subtab of the Sales tab of the G/L Account Determination window in SAP Business One.B1Mobile. the Home tab page appears. the page where you logged off appears. such as the back button and the Edit button. For iPhone: A horizontal tab section consists of two tabs: Home and Modules. Incoming Payments displays data for the current month and the previous month. together with the percentage change. From the User Def. ii. tap Home. You can tap any activity for details and also for editing. iii. full synchronization is done. The first time you use this function within a month.The SAP Business One Mobile Application for iPhone and iPad Using the SAP Business One App Starting Page Note     After you log on to the mobile application. A to-do list and the real-time information of key performance indicators (KPIs) appear: • To-Do List displays the maximum of the next three activities (iPhone) or next six activities (iPad) in your SAP Business One calendar. The page section displays real-time information. To synchronize the activities in the most recent three months (last month. a warning message appears in a pop-up window informing you that settings have changed and that you have to log on to the application again. For iPad: On the left side of the screen is a vertical menu section. choose Administrator → Setup → Financials → GL Account Determination → Sales → General → Cash On Hand. You can access all functions of the mobile application from the starting page. a logon box appears. and you have to log on to the application again. To define this account. If the app is idle for a period of time. By default the idle time is ten minutes. which is divided into the following areas: • • • • The toolbar contains menu commands. During that month. the starting page appears. If you change settings and then go back to the mobile application. © SAP AG 2011 11 . In the Session Timeout field. specify a value. For later logons. such as key performance indicators and alerts. whenever you use this function again. Open the integration framework Web page and choose Scenarios → Authentication. choose near the to-do list. this month and next month) into the device calendar.

 To delete a user-defined module. On the right of the toolbar. and then tap Delete. iii. Tap the module that you want to add. Stock. For more information. For SAP-provided modules the app uses the function-level authorization settings maintained in SAP Business One. . and drag it to the required position. tap Note in front of it. Note You can create additional modules according to your needs. For more information. tap Done. see Function-Level Authorizations for Users to Work with the App. 1.sap. Managing Modules The Modules tab (iPhone) or modules menu (iPad) displays two separate groups: the ten SAPprovided modules and optional user-defined modules... and change the display sequence of modules.The SAP Business One Mobile Application for iPhone and iPad Note You can create an add-on for the Home tab. Sales Opportunities. Modules Tab (iPhone) or Modules Menu (iPad) The SAP Business One mobile application for iPhone provides ten modules: Approval. The Alert and Approval modules do not require function-level authorization and are accessible by all users that are enabled to work on a mobile device. see the how-to guide How to Create Add-Ons for the SAP Business One Mobile Application for iPhone located at http://channel. choose you want to move. On the left of the toolbar. see the how-to guide How to Create Add-Ons for the SAP Business One Mobile Application for iPhone located at http://channel. Sales Order. Price List. that is. tap . To return to Modules. on the right of the module that  To change the display sequence of modules. 2. add user-defined modules. tap Save. No new configuration is needed. such as a gauge. Sales Quotation. You can add back deleted user-defined modules. ii.com/sbo/innovations. You can delete user-defined modules. Tap Edit. you can move SAP-provided modules only among SAP-provided modules and user-defined modules only among user-defined modules. © SAP AG 2011 12 . showing the percentage by which the revenue deviates from the target. and Dashboards. Alert.  To add a user-defined module: i. Business Partners. For more information about authorizations.sap. Note You cannot mix SAP-provided modules and user-defined modules. Report.com/sbo/innovations where you also find sample code and a gauge.

Note To stop the process.. tap Approval. Viewing Documents . In the Modules tab. To continue. Tap the document that you want to view.. tap Approval. To return to the list of documents. A list of documents appears. or Reject. see Viewing Documents. In the Modules tab. information about business partners. © SAP AG 2011 13 . 2. The Approve window appears. tap Approvals. for example. To unhide the approved and rejected documents. The Approval Info page appears. Enter your remarks (optional).The SAP Business One Mobile Application for iPhone and iPad Viewing and Working with Documents in the Approval Module In the Approval module. Tap Approve or Reject. Tap the document that you want to approve or reject. 1. 3.. You can tap related fields for more information. 5. . A maximum of 50 most recent documents is displayed. The message Approved Successfully or Rejected Successfully appears. 1. tap Cancel. 2. Approve. tap Note To hide all approved and rejected documents. Approving or Rejecting Documents . The Approval Info page appears. A list of documents appears.. the number on the right of the Approval module indicates the number of documents that need your approval. tap . tap by Date or by Type. 3. you can: • • View documents in the approval process Approve or reject documents in the approval process Note In the Modules tab. For more information about display options. 4. tap Cancel. To update the document list. To change the way documents are listed. shake your mobile device.

A maximum of most recent 50 alerts is displayed. The Alert Info page appears. Tap the report that you want to view. tap Report. tap . The chart and detailed information in the report appear. in the toolbar. tap the up or down arrow. To return to the list of reports. The Reports page appears. you can: • • • • • View reports Add reports Delete reports Change the display sequence of reports Send reports to colleagues and others by e-mail Note You can only manage the reports that SAP Business One provides. Note In the menu. you can view real-time alerts from SAP Business One. You can tap fields for more information. © SAP AG 2011 14 . In the Modules tab. to view the information of another alert. In the Modules tab. In the alert list.. It displays all the available reports. shake your device.. . To change the way documents are listed. unread alerts are marked as bold.. the number on the right of the Alert module indicates the number of new alerts. if there is more than one alert. Note For user-defined alerts.The SAP Business One Mobile Application for iPhone and iPad Viewing Alerts in the Alert Module In the Alert module. To change the orientation between portrait and landscape. or by Type. 1. To update the list of alerts. Tap the alert that you want to view. tap Alert. Note To hide the alerts you have viewed. 3. tap Reports. rotate your device. A list of alerts appears. To return to the list of alerts. for example. tap Alert. 2. tap by Date. 3. Managing Reports in the Report Module In the Report module. by Prio. To unhide the viewed alerts. tap . Note Zoom in and out by either pinching or double-tapping. information of the item in stock. Viewing Reports . 2.. 1.

To return to the Reports page. 1. tap Done. 3. choose move and drag it to the desired position. 4. enter one or more names or e-mail addresses.. Tap . In the Modules tab.  To delete a report. near the report that you want to  To change the display sequence of reports. to add a contact’s e-mail address. ii. Tap the report that you want to send. In the To or Cc/Bcc field. Adding Reports. and Changing the Display Sequence of Reports . tap Report.  To add a report: i. Tap Save. The chart and detailed information in the report appear. The Reports page appears and displays all the available reports. Note To send a report. 2. Tap Edit. © SAP AG 2011 15 .The SAP Business One Mobile Application for iPhone and iPad Deleting Reports. You can add back the deleted reports. The Reports page appears and displays all the available reports. Tap the report that you want to add. 1. Sending Reports by E-Mail .. Tap Send. tap Report. Alternatively. 2. and then tap Delete. iii.. In the Modules tab. tap and choose a contact. Enter a subject and a message (optional) and tap Send. 5.. The New Message page appears. an e-mail account for the user of the mobile device has to be configured on the mobile device. tap Note in front of it. 3.

tap it. on the right of the toolbar. Note User-defined fields are shown in the last section of the General tab in BP Info page. tap the business partner. on the right of the toolbar. tap that letter. tap Save. On the Modules tab. Bill to/Ship to Address to see a map and get directions to an address. Specify the information and on the right of the toolbar. By default. All Addresses to view all addresses.. the first 25 business partners appear. tap . 1. The default addresses are marked in bold. Note The list has an index along the right side. © SAP AG 2011 16 . tap Save. To refresh the list. Activities: The Activities List page appears. tap Edit and make changes. To edit the activity. drag your finger along the index. tap Business Partners. Tap the following elements on this page:  General     Telephone to call or send SMS E-Mail to send an e-mail Web Site to access the business partner’s Web site Main Contact to view information of the main contact All Contacts to view all contacts. Addr/Contacts      Transactions  The Add Activity page appears. To jump to business partner whose name starts with a specific letter. To view information about a business partner. To view the next 25 business partners. tap Load More… at the bottom of the list..The SAP Business One Mobile Application for iPhone and iPad Managing Business Partner Data in the Business Partners Module In the Business Partners module. you can: • • • • View business partner and activity information Edit business partner and activity information Add business partners and activities Search for business partners Viewing Business Partner Information . • To view an activity. To save your changes. The default contact is marked in bold. on the right of the toolbar. use your finger and drag it from the top of this list. The Business Partners page appears. 2. The Activity Detail page appears. The BP Info page appears. To scroll quickly through the list. • To add an activity. It displays a list of business partners sorted alphabetically by business partner name.

To return to the list of business partners. tap Done. A appears in front of the address. On the right of the toolbar. Opportunities to view opportunities with this business partner Sales Quotations to view sales quotations for this business partner Sales Orders to view sales orders for this business partner 3. 1. tap Done.The SAP Business One Mobile Application for iPhone and iPad     Special Price: The Special Price page appears. On the Modules tab. see Viewing Business Partner Information. Tap Edit. After making your changes. tap toolbar. . 2. tap tap Done. The Edit BP page appears. The Business Partners page appears. tap right of the toolbar. tap Back.. The Business Partners page appears. Adding Business Partners . and specify the information. 2. and make the changes.    To add a bill-to or ship-to address. For more information about the display options.    To add an contact.. tap the item... and make changes. on the left of the toolbar. tap the address. Tap The Add BP page appears. To view item information. To edit an existing contact. For more information about the display options. 4. and specify the information. On the right of the To select an existing contact person as the default contact person for this business partner. see Viewing Business Partner Information. On the To select an existing bill-to or ship-to address as the default address of this business partner. 3. On the Modules tab. Tap the business partner whose information you want to edit. tap Business Partners. It displays the special prices of items for the business partner. © SAP AG 2011 17 . tap Done. tap the name of the contact person. Specify the information and tap Save. tap Business Partners. tap Save. tap Unit Price to view its price list. Editing Business Partner Information . The BP Info page appears. On the To edit an existing bill-to or ship-to address. 3. From the item display. 1. tap right of the toolbar.  Bill to/Ship to: The Bill to/Ship to page appears. Tap the following elements on this page:  Main Contact: The Main Contact page appears. A appears in front of the name.

see Viewing Information About Items in Stock. 1.. tap Stock Qty. 2. Type one or more keywords for the item and tap Search. see Viewing Business Partner Information. On the Modules tab. To scroll quickly through the list. tap the placeholder picture. drag your finger along the index. To refresh the list. tap Load More… at the bottom of the list.. At the top of the Business Partners page. To view the next 25 items. Type the keywords of the business partner and tap Search. tap Business Partner. committed. 2. the first 25 items appear. By default. tap the item. To view stock quantity of the item by warehouse. Viewing and Searching for Items in the Stock Module In the Stock module.The SAP Business One Mobile Application for iPhone and iPad Searching for Business Partners .. 2. It displays a list of items sorted alphabetically by item code. ordered. Notef The item list has an index along the right side. use your finger and drag it from the top of this list.. The Stock page appears. © SAP AG 2011 18 . 3. For each warehouse you see the quantity of the item in stock. including a picture and unit price of a selected item View quantities of an item by warehouse Search for items in stock Viewing Information About Items in Stock . tap the search field to bring up the keyboard. For more information about the display options. The Business Partners page appears. tap Stock. To jump to items whose item code starts with a specific letter. 1.. 3. and available. tap the search field to bring up the keyboard. A list of business partners whose names or codes contain the keywords appears.    To view the item picture. you can: • • • View information about items in stock.. On the Modules tab. For more information about the display options. 1. The Stock page appears. To view the price list of the item. In the Stock page. Searching for Items in Stock . The Stock Info page appears. tap Unit Price. A list of items that have item codes or descriptions containing these keywords appears. To view information about an item. tap that letter. tap Stock. On the Modules tab. Note User-defined fields are shown in the Stock Info page. It displays detailed information about the item.

You can also view opportunities in the Business Partners module. The Opportunity Info page contains information about the opportunity. Contact Person To view the contact person. It displays a list of sales opportunities sorted in descending order by Start Date. use your finger and drag it from the top of this list. factors. The Contact Info page appears. For more information. To refresh the list. On the Modules tab. . The Opportunity Info page appears.. an error message that the user cannot get document details appears when the user taps the opportunity. On the Modules tab. Tap the price list that you want to view. The chosen price list page appears. You can also access additional details about the following:  Business Partner To view the business partner. tap Sales Opportunities.. see Viewing and Searching for Items in the Stock Module. together with their prices in the base price list. To refresh the list. If a user does not have authorization to view a sales opportunity according to data ownership authorizations settings. tap Load More… at the bottom of the list. Note Only authorized users can access the Opportunity Info page. To view the next 20 sales opportunities. 2. tap the opportunity. and authorization groups. pull down the list at the top of the list. you can: • • View sales opportunities information Search for sales opportunities Viewing Sales Opportunities Information 1. © SAP AG 2011 19 . The BP Info page appears. tap the name. tap Price List.  3. The Price List page appears. Viewing and Searching for Opportunities in the Sales Opportunities Module In the Sales Opportunities module. you can view price lists in SAP Business One. The Opportunities page appears. tap Sales Opportunities. 1. You can view item information and search for items in stock. To return to the list of sales opportunities. It displays the price lists in SAP Business One together with their respective base price lists.The SAP Business One Mobile Application for iPhone and iPad Viewing Price Lists in the Price List Module In the Price List module. on the left of the toolbar. the 20 most recent sales opportunities are displayed. 2. By default. Note Sales opportunities with a status of Open have an orange side bar in the front of the opportunity. To view information about a sales opportunity. tap the name. It displays the items and their prices in the specific price list.

The Stock Info page appears. The page contains the following information:  Contents tab  For an item type sales order: Each row in the sales order has a summary row on this tab. Type the keywords of the sales opportunity and tap Search. Viewing and Searching for Sales Orders in the Sales Order Module In the Sales Order module. Note Only authorized users can access the Order Info page. A list of the sales opportunities with opportunity name. The Opportunities page appears. an error message that the user cannot get document details appears when the user taps the sales order. The Order Info page contains four tabs. For more information about the display options. tap Sales Opportunities. It displays a list of sales order sorted in descending order by Doc No. At the top of the Opportunities page. On the Modules tab. tap the search field to access the keyboard. Contents. 3. Logistics. Header. To view the next 20 sales order. By default. or business partner name containing the keywords appears. To view detailed information of the item. In the list you can view the following information of the sales order:    Doc No. you can: • • View sales order information Search for sales orders Viewing Sales Order Information 1. On the Modules tab. tap Item. The Orders page appears. tap Load More… at the bottom of the list. Business Partner Status Note Sales orders with a status of Open have an orange side bar in the front of the order. To refresh the list. The Details page appears. see Viewing Sales Opportunities Information. business partner code. 2. tap the sales order.The SAP Business One Mobile Application for iPhone and iPad Searching for Sales Opportunities 1. To view information about a sales order. pull down the list at the top of the list.  © SAP AG 2011 For a service type sales order: 20 . the 20 most recent documents are displayed. item code. and Accounting. tap the row. To view row details. tap Sales Order. and quantity. The Order Info page appears. including item description.  Posting Date 2. You can also view sales orders in the Business Partners module. If a user does not have authorization to view a sales order according to data ownership authorizations settings.

tap Sales Order. Searching for Sales Orders 1. You can also view sales quotations in the Business Partners module. To view row details.  Posting Date 2. on the left of the toolbar. The Orders page appears. Line total is displayed in document currency. To return to the list of sales orders. item code. Business Partner Status Note Sales quotations with a status of Open have an orange side bar in the front of the quotation. 3. A list of the sales orders with business partner code. The Quotation Info page appears. tap the search field to access the keyboard. 2. see Viewing Sales Order Information. you can: • • View sales quotation information Search for sales quotations Viewing Sales Quotation Information 1. tap Load More… at the bottom of the list. It displays a list of sales quotations sorted in descending order by Doc No. Viewing and Searching for Sales Quotations in the Sales Quotation Module In the Sales Quotation module. © SAP AG 2011 21 . tap Sales Quotation. an error message that the user cannot get document details appears when the user taps the quotation. business partner name. tap Sales Order. In the list you can view the following information of the sales quotation:    Doc No. Note Only authorized users can access the Quotation Info page. To view the next 20 sales quotations. For more information about the display option.The SAP Business One Mobile Application for iPhone and iPad Each row in the sales order has a summary row on this tab. To refresh the list. or item description containing the keywords appears. the 20 most recent documents are displayed. Type the keywords of the sales order and tap Search. tap the sales quotation. On the Modules tab.  Logistics tab Bill To: Tap this field to see a map and get directions. tap the row. pull down the list at the top of the list. The Details page appears. If a user does not have authorization to view a sales quotation according to data ownership authorizations settings. The Quotations page appears. including description and line total. Ship To: Tap this field to see a map and get directions. To view information about a sales quotation. By default. 3. At the top of the Orders page. On the Modules tab.

To view row details. To view row details. The Stock Info page appears. The Quotations page appears. Header. To return to the list of sales quotations.  For a service type sales quotation: Each row in the sales quotation has a summary row on this tab. 2. tap the row. including description and line total. On the Modules tab.The SAP Business One Mobile Application for iPhone and iPad The Quotation Info page contains four tabs. tap the row. item code. on the left of the toolbar. tap Item. Line total is displayed in document currency. To view detailed information of the item. including item description. tap Sales Quotation. item code. tap Sales Quotation. business partner name. Searching for Sales Quotations 1. A list of the sales quotations with business partner code. The Details page appears. and Accounting. Logistics. The Details page appears.  Logistics tab Bill To: Tap this field to see a map and get directions. The page contains the following information:  Contents tab  For an item type sales quotation: Each row in the sales quotation has a summary row on this tab. or Item description containing the keywords appears. Type the keywords of the sales quotation and tap Search. see Viewing Sales Quotation Information. Ship To: Tap this field to see a map and get directions. © SAP AG 2011 22 . Contents. tap the search field to access the keyboard. 3. At the top of the Sales Quotation page. For more information about the display option. and quantity.

For a displayed month. It contains the following charts:   Fiscal Year Analysis compares this year’s sales amount to last year by month. To view details about a customer. Closed opportunities include opportunities with a status of Won or Lost. Opportunities Status displays opportunities by status for the selected customer. On the Modules tab. Note Fiscal Year Analysis and Opportunity Win Rate display general sales performance. tap Close. double-tap the chart. tap Sales Analysis. you can: • • View predefined sales analysis dashboards View predefined cash flow dashboards If a user does not have authorization to view a dashboard. To return to the SAP Business One mobile application home page. 2. Item Ranking. To maximize a chart. Note  Top 5 Customers. © SAP AG 2011 23 . the user cannot access the Dashboards module. The Dashboards page appears. and Opportunities Status display details about the top five customers. doubletap the maximized chart.  Top 5 Customers displays the top five customers selected by current fiscal year revenue. To view sales analysis dashboards. tap Dashboards. The Sales Analysis page appears. Viewing Sales Analysis Dashboards 1. tap Sales Amt or Gross Profit of the customer. the win rate equals the number of opportunities won in the month divided by the total number of closed opportunities in the month.The SAP Business One Mobile Application for iPhone and iPad Viewing Dashboards in the Dashboards Module In the Dashboards module. 3.  Item Ranking displays the top five items for the selected customer in the current fiscal year. The Item Ranking and Opportunities Status charts are updated for the selected customer. Opportunity Win Rate compares this year’s opportunity win rate to last year by month. To return to the Sales Analysis home page.

© SAP AG 2011 24 . activity. opportunity. tap the corresponding period.   BP Amount displays cash flow amounts by business partner for the selected period. sales quotation. It contains the following information:  Cash Flow Forecast Overview displays incoming cash flow and outgoing cash flow by month. In the menu. The mobile application retrieves UDFs and displays them on mobile devices. and item A user must have full authorization to add or edit UDFs for business partners and activities. tap Close. tap Cash Flow. and price lists). double-tap the maximized chart. The Cash Flow Details and BP Amount charts are updated accordingly. item. The Dashboards page appears. To return to the Cash Flow home page. A user must have full authorization or read-only authorization to view relevant master data (business partner. There are no UDFs in reports and alerts. The Cash Flow page appears.The SAP Business One Mobile Application for iPhone and iPad Viewing Cash Flow Dashboards 1. To return to the SAP Business One mobile application home page. A user can do the following: • • • Edit UDFs in business partners and activities View UDFs in approvals View UDFs in business partner. To view cash flow dashboards. tap Dashboards. Cash Flow Details displays the five transactions with the largest amounts for the selected period sorted in descending order by amount. 2. contact information. To maximize a chart. To view details of incoming cash flow or outgoing cash flow for a month. activity. 3. Managing User-Defined Fields User-defined fields (UDFs) are widely used to record essential information in master data and transactions. sales order. double-tap the chart.

sap.com/irj/scn/weblogs?blog=/pub/wlg/20300.The SAP Business One Mobile Application for iPhone and iPad More Information Further information can be found on SDN by referring to the Troubleshooting Guide for B1ic (the integration component of SAP Business One): http://www.sdn. © SAP AG 2011 25 .

The SAP Business One Mobile Application for iPhone and iPad Copyrights. All rights reserved.sap. The current version of the copyrights. Trademarks. © SAP AG 2011 26 . and Disclaimers © Copyright 2011 SAP AG.com/smb/sbocustomer/documentation is valid for this document. trademarks. and disclaimers at http://service.