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

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

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

adding. controlling accessing. the mobile application supports function-level authorization. The following table shows the functions that users can perform. and what authorizations are needed. For SAP-provided modules. 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. 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. as well as any other additional modules. As of SAP Business One 8. viewing. an administrator can assign permissions to a user by choosing Administration → System Initialization → Authorizations → General Authorizations. In SAP Business One. 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 . the mobile application retrieves authorization settings from the SAP Business One server.81 PL05. 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.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. and editing data.

1 © SAP AG 2011 7 .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. 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 for a price list. SAP Business One does not display any price list. If a user has no authorization to a specific price list group.

Select the Visible for Mobile checkbox. 1. 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. CAUTION SAP Business One does not check whether the report is suitable for displaying on a mobile device. 2. To save your settings.. 4. NOTE All fields are mandatory.com/sbo/innovations where you can also find sample code. 3..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. From the SAP Business One Main Menu. NOTE The resolution of the mobile device determines how the report is displayed. choose Administration → Setup → General → Report and Layout Manager. choose OK or Update. In the navigation pane on the left. choose OK. choose Administration → Add-Ons → Mobile Add-On. and Provider fields. select the report you want to display on the mobile device. Procedure . From the SAP Business One Main Menu.sap.Setup window. 3. iPhone 4 currently supports a resolution of 960x640 pixels. © SAP AG 2011 8 .. 2. This checkbox is visible only for reports in the SAP Crystal Reports format. 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. enter the relevant data in the Name. In the Mobile Add-On . . Result The report is now visible in the report list on the mobile device. make the settings described below. URL. NOTE The mobile app supports only reports created with SAP Crystal Reports that have no interactive features. while the iPad supports 1024x768 pixels. 4. 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). For example. Procedure 1. follow the steps below.. not for reports in other formats. In the Type field. To save your settings. such as defining selection criteria or drilling down to master data.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

com/irj/scn/weblogs?blog=/pub/wlg/20300.sdn.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.sap. © SAP AG 2011 25 .

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

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