NWBC How to Improve User Experience via Roles

Enablement Kit for SAP NetWeaver Business Client – V1.30 How to Improve User Experience via Roles SAP AG Agenda Overview © SAP 2009 / Page © SAP 2009 / Page Roles in NWBC  A role is a menu that a user in a company needs for his/her work  Focus on User  Specific  Extract of Easy Access Menu (and more) 2009 / Page Predefined Roles (*AIO*)  With SAP ERP enhancement package and 4, pre-defined roles are delivered that cover content in the form of POWER Lists, reports, and transactions The roles delivered are intended for small businesses and midsize companies in the production industry and enable efficient access to the processes of Financial Accounting, Controlling, Materials Management, Production Planning and Control, and Sales & Distribution These roles can be found in transaction pfcg by searching for SAP_AIO_* (technical name)  SAP partners can use the roles as a starting point and adapt them  Accounts Payable Assistant  Strategic Planner  Accounts Receivable Assistant  Engineering Specialist  Cost Accountant  Purchaser  Financial Accountant  Sales Person  Shop Floor Specialist  Warehouse Specialist  Production Planner  Employee  Administrator Predefined Roles (*BPR*)  For EhP4 SP1 some portal roles (PCD – roles) have been migrated to SAP ERP and adapted for the small businesses and midsize companies Their technical names begin with: SAP_BPR_*  Buyer  Internal Sales Representative  Maintenance Technician  Production Supervisor  Service Providers Predefined SAP Best Practices Roles  Many predefined roles exist in the Best Practices solutions Their technical names begin with SAP_BPR* for the solutions based on EhP3 and with SAP_NBPR* for EhP4 For an overview of the used roles see the functional list of each Best Practices Solution (Baseline and Industry Packages) These are for example the roles available in the SAP Best Practices Baseline Package (Germany) – V1.603, delivered with SAP Note 1165371:  Accounts Receivable Accountant  Customs Agent  Sales Billing  Accounts Receivable Manager  Finance Manager  Sales Manager  Accounts Payable Accountant  General Ledger Accountant  Service Agent  Accounts Payable Manager  Maintenance Employee  Service Employee  Administrator   Shop Floor Specialist  Assets Accountant Maintenance of Accounts Receivable Master Data  Strategic Planner  Bank Accountant  Pricing Specialist  Travel Accountant  Business Analysis Purchaser  Product Cost Controller  Treasurer  Buyer  Production Planner  Warehouse Clerk  Customs Agent  Project Manager  Warehouse Manager  Employee  Purchasing Manager  Warehouse Monitoring  Engineering Specialist  Quality Specialist  Enterprise Controller  Sales Administration Agenda © SAP ge 2009 / Page Create a role – New Role 2009 / Page You are here Composite Roles  Several roles can be merged in Composite Roles In a Composite Role, you can rename and reorganize the menu  Go to pfcg  Enter a name and click on  Enter the roles you want to merge (tab Roles)  Click Read menu  Click menu in order to change the Always re-read the menu, after you have changed a single role attached to a composite one © SAP 2009 / Page 10 Users  Enter user IDs  Execute User Comparison: The profile is not available in the user master record until the users have been compared  Choose Complete Comparison © SAP 2009 / Page 11 Add a POWER List © SAP 2009 / Page 33  Click Other  Choose Web Dynpro Application  Enter Web Dynpro Application: POWL  Choose APPLID  Enter Value: ID of the POWER List Maintain OBN for POWLs  If a POWL calls a transaction via a button which is defined in the methods of the feeder class, the relevant transactions needs to be added to the role and the OBN targets need to be defined via Details for NetWeaver Business Client *  With a double-click on the inserted method in the Details for NetWeaver Business Client window you can define parameters and values which should be transferred to the transaction Then the selection screen is skipped ** * The menu entry is still called Additional Details in SAP ERP 6.0 EhP3 ** For Details of the OBN defining process see the slides and the guide for “How-to develop POWER Lists” also available in this Kit © SAP 2009 / Page 34 Where to find PowerLists and how to test them?  Go to Transaction powl_typer (other useful transactions are powl_query or powl_queryr)  You can find a list of the available PowerLists in EhP3 here: https://portal.wdf.sap.corp/irj/go/km/docs/room_project/cm_store s/documents/workspaces/91d8e9f9-1bfa-2910-e28ff3597248fc1f/NWBC/POWERLists/POWER_Lists_.XLS  PowerLists are sometimes described in the RKT material (service.sap.com/rkt-erp) – but not in a specific All-in-One area, but in ERP, amongst the different applications, e.g https://websmp102.sapag.de/~sapidb/011000358700001090812007E  Fast test: SAP Easy Access -> Favorites -> Add other objects -> WebDynpro Application  Even faster test: Adopt the following link by replacing the ID of the PowerList (KYK-FIN-FI-ASSETLIST) and adding the server information of an SAP ERP system: http://.. :/sap/bc/webdynpro/sap/powl?APPLID=KYK-FINFI-ASSETLIST&sap-client=130&sap-language=EN © SAP 2009 / Page 35 Available POWL for NWBC  256 Total PowerLists (POWLs) in EhP3 256 POWL “Shipped with ERP 6.0 EhP 3” 123 POWL “Work Out of the Box” 55 POWL with NO Action Buttons © SAP 2009 / Page 36 68 POWL with One or More Action Buttons 133 POWL “Require Additional Configuration” Available POWL for NWBC 55 POWL with NO Action Buttons /KYK/ISQ_13127_N Sales Order Selection /KYK/ISQ_RFDSL Customer Balances (Local Currency) /KYK/ISQ_MCTA Customer Analysis /KYK/ISQ_APRE_1 Open Invoices by Vendor /KYK/ISQ_MCTE Sales Organization Analysis /KYK/ISQ_RFKOPR00 Vendor Overdue Items /KYK/ISQ_CS11 Bill of Materials /KYK/ISQ_RFKSL Vendor Balances (Local Currency) /KYK/ISQ_CS12 Multilevel Bill of Materials /KYK/ISQ_12284 Financial Statements ? /KYK/ISQ_CS15 Material Where-Used List /KYK/ISQ_FIGL_I1 GL Account Open Line Items /KYK/ISQ_MCE1 Purchasing Group Analysis /KYK/ISQ_FIGL_I2 GL Account Cleared Line Items /KYK/ISQ_ME06 Material Source List Analysis /KYK/ISQ_STAX Use and Sales Taxes (US) /KYK/ISQ_ME0M Source List by Material /KYK/ISQ_COPC_LST Cost Center Activity ? /KYK/ISQ_ME1P Purchase Order Price History /KYK/ISQ_COS019 Internal Orders Budget / Actual / Commitment /KYK/ISQ_ME2M Purchasing Documents for Material /KYK/ISQ_COS4 Internal Orders Actual / Plan / Variance /KYK/ISQ_ME3LN Purchasing Documents for Vendor /KYK/ISQ_COS633 Cost Center Actual/Plan/Variance/Previous Year /KYK/ISQ_ME4N Purchasing Documents for Document Number /KYK/ISQ_COS_3 Cost Center Actual/Plan/Variance /KYK/ISQ_ME4S_N RFQs per Collective Number /KYK/ISQ_KHOE1 Summarized Costs Target/Actual /KYK/ISQ_ME5A_N Display Purchase Requisitions /KYK/ISQ_KHOE2 Summarized Costs Work in Progress /KYK/ISQ_ME6H Vendor Evaluation Analysis /KYK/ISQ_KHOE3 Summarized Costs Planned/Actual /KYK/ISQ_ME80FN Purchasing General Evaluation /KYK/ISQ_KSBT_N Cost Centers: Planned Activity Prices /KYK/ISQ_ME81N Purchase Order Value Analysis KYKQ-ISQ_KKBC0 Target/Actual - Comparison /KYK/ISQ_RFKUM Vendor Purchase Analysis KYKQ-ISQ_KKBC1 Order Cost Analysis (Trend) /KYK/ISQ_MB52 Warehouse Stocks of Material KYKQ-ISQ_KKBC2 Order Cost Analysis (WIP) /KYK/ISQ_MBLB_N Stocks at Subcontractor KYKQ-ISQ_RKKBCAL2_1 Costing Run Results /KYK/ISQ_MBSM Cancelled Material Documents KYKQ-ISQ_RKKBCAL2_2 Costing Run Results (Price vs Results) /KYK/ISQ_MCE5 Material Group Analysis KYKQ-ISQ_S_ALR13142 Product Cost Analysis (Target / Actual) /KYK/ISQ_MCTC Material Analysis KYKQ-ISQ_S_ALR13148 Product Cost Analysis (Variance Categories) /KYK/ISQ_12175 Customer Invoice Due Date Forecast KYKQ-ISQ_S_ALR13151 Product Cost Analysis (Work in Progress) /KYK/ISQ_ARRE_1 Open Invoices by Customer KYKQ-ISQ_S_ALR13157 Product Cost Analysis (Actual Data) /KYK/ISQ_FDK43 Credit Management Master List KYKOP-OPS-PP-DIS-MAT-CHANGES Material Changes /KYK/ISQ_RFDOPR10 Customer Overdue Items © SAP 2009 / Page 37 Available POWL for NWBC 68 POWL with One or More Action Buttons /KYK/ISQ_CR05 Production Work Center List KYKOP-FIN-CO-COSTELEMENT Cost Elements /KYK/ISQ_MM60 Materials List KYKOP-FIN-CO-COST-ESTIMATES /KYK/ISQ_MM60_PRD_N Product Groups POWL for Determining Cost Estimate for Materials FAGL_CLOCO Task Lists in Closing Cockpit KYKOP-FIN-CO-INTORDER Internal Orders FIN_FSCM_BNK_PMNT Payment Monitor KYKOP-FIN-FI-ASSETLIST Assets FIN_FSCM_BNK_STMT Bank Statement Monitor KYKOP-FIN-FI-CHECK_REGISTER Check Register FIN_FSCM_CR_ACCOUNT Customers KYKOP-FIN-FI-CUSTOMERITEMS Customer Line Items FIN_FSCM_CR_BOL Blocked Sales Orders KYKOP-FIN-FI-CUSTOMERITEMS_R FIN_FSCM_CR_CASE Credit Limit Requests Customer Line Items (Display Only) FIN_FSCM_DM Dispute Management KYKOP-FIN-FI-GL_ACC_LIST GL Accounts FITV-POWL-TRIPSFORAPPROVAL Expense Reports for Approval KYKOP-FIN-FI-RECU_ENTRY_DOC Recurring Entry Documents KYK-FIN-FI-GLITEMS POWL G/L Account Line Items KYKOP-FIN-FI-VENDORITEMS Vendor Line Items KYKOP-CO-MAT-COSTING Material Costing Runs KYKOP-CRC-LIST-CUSTOMERS Customer Credit Management KYKOP-FIN-FI-VENDORITEMS_R Vendor Line Items (Display Only) KYKOP-FIN-CO-ACTTYPE Activity Type KYKOP-FIN-CO-ASSESSMENT-CYCLE Assessment Cycles KYKOP-FIN-CO-COSTCENTER Cost Centers © SAP 2009 / Page 38 KYKOP-FIN-FI-VENDORLIST_AP Vendors (A/P) KYKOP-FIN-FI-VENDORLIST_AP_PAY Vendors (A/P) for Payment KYKOP-OPS-FI-CUSTOMERS Customers KYKOP-OPS-FI-PO-W Purchase Orders (Display Only) KYKOP-OPS-LE-DELIVERIES Sales Orders Due for Delivery KYKOP-OPS-LE-QUOTATIONS Sales Quotations Agenda © SAP 2009 / Page 39 © SAP 2009 / Page 39 MS Outlook © SAP 2009 / Page 40 Add MS Outlook (1) If not yet existing, create a BSP Transaction SE80, select "BSP Application", and create a new BSP Application, eg Z_AIO_ADD_ON Create a new BSP, eg outlook.htm Copy the following coding into the BSP Outlook View Control View Issue Demo

 

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