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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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