opensap Extending SAP S/4HANA Cloud and SAP S/4HANA SAP S/4HANA UX Fundamentals PUBLIC

Transcription

1 opensap Extending SAP S/4HANA Cloud and SAP S/4HANA SAP S/4HANA UX Fundamentals PUBLIC

2 TABLE OF CONTENTS PREPARATION... 3 Activating your CAL Instance... 3 NAVIGATING IN THE FIORI LAUNCHPAD... 3 Using the Fiori Launchpad Header... 3 OPTIONAL: Using the Fiori Search... 8 Navigating in the Home Page Signing Out

3 PREPARATION You will need a S/4HANA 1610 CAL instance as your S/4HANA solution to complete this exercise. Please check the preparation steps for this course. You will need to connect to your CAL instance in a Web Browser to complete this exercise. All screenshots are shown on Google Chrome. You may also use: Firefox Microsoft Edge IE11 Activating your CAL Instance Activate your CAL instance. Your CAL instance will take at least 10 minutes to activate. It can then take a little while for the system itself to come up. We recommend activated your CAL instance approx. 15 minutes before you intend to start. You will need to know the IP address of your S/4HANA instance. You can find this in the details of your instance in the Cloud Appliance Library. In the INFO tab look for the IP Addresses list. Find the IP address of your SAP S/4HANA 1610 instance. If you are a SAP Customer or Partner this will be an external IP address. If you are a SAP Employee this will be listed as an Internal IP address. NAVIGATING IN THE FIORI LAUNCHPAD Using the Fiori Launchpad Header Start by getting to know the main viewports of the Fiori Launchpad and the main Header options. Remember that what features are available will depend on your SAP S/4HANA Cloud or SAP S/4HANA version, and what features your administrator has enabled. 3

4 In your Web Browser, bring up the logon screen of your SAP Fiori Launchpad of your CAL instance using your IP address in the format: IP Address> :44301/sap/bc/ui2/flp Example: If your IP address is the address to your Fiori Launchpad would be: bc/ui2/flp Login to the Fiori Launchpad using: User: S4H_MM Password: Welcome1 Be patient. CAL instances are sandpits and have few resources so this can take a little time. Wait a few seconds for the Fiori Launchpad to appear. If it is taking minutes, try using the refresh option in your browser. You are currently on the Home Page. At the top of the Home Page you can see the Header. Use the Notifications icon in the far right of the Header to move to the Notification Center. 4

5 This is where your notifications will appear. Notice that you can still see part of your Home Page so you always know how to get back. Simply return to the Home Page by clicking anywhere in the Home Page. In the Home Page Header, use the Me icon at the far left of the Header to move to the Me Area. NOTE: In your own SAP S/4HANA system your administrator can set this to show your photo or avatar image. In the Me Area you can see your photo or avatar image (if you have one), and your name, i.e. Jane Hendrix. You see some icons to adjust your personalization settings and your Recently Used apps. Which icons you see depends on what your administrator has enabled and your authorizations. Notice that you can still see part of your Home Page so you always know how to get back. Simply return to the Home Page by clicking anywhere in the Home Page. 5

6 Try the Search icon in the header. You can see the search icon to the left of the Notifications icon. You can search for apps or Business Objects or across everything. Use the dropdown next to All to see all the things you can search for. HINT: If at first it only shows All and Apps, wait a few seconds and try again. Try searching for everything matching 1000 by entering the value in the search field. Notice that even before you press Enter or the Search button the system is already giving you some suggestions to narrow down your search. Just press the ENTER key or the Search icon to go to the search results 6

7 You can see all the search results including a count of the number of results found. Notice the references matching your search value are highlighted with a yellow background. You can use wildcards in your search, e.g. *21 to find all objects with a reference ending in 21 You can also search using keywords including partial keywords. This is particularly useful when searching for apps. Search using the keyword payment. Select Show More Apps to see all apps 7

8 Select the app Post Incoming Payments When you are finished you can use the Back icon to navigate back to the Search Results. HINT: You can also use the Home icon to return immediately to the Home Page. OPTIONAL: Using the Fiori Search You can dive deeper into the Fiori Search capabilities. Start by searching for all objects matching

9 The tab bar at the top of the Search Results pane lets you narrow your search to a specific business object If there are a large number of different types of business objects found, the last tab shows the title. Select to see more business objects. Select Customers to see what customers were found. You can see this customer was found because they have 1000 as part of their address. In the footer of the summary for the customer, you can see the related apps you are authorized to use for this customer, such as Clear Incoming Payments, Display Customer Balances, etc. Above the search results, select the filter icon immediately to the left of All to see all the other search results. 9

10 Select G/L Account to see the G/L accounts found. Notice that some filters have appeared to help you narrow down the search further. You can change how the filters are displayed by using the option next to the filter to swap between List, Bar Chart, and Pie Chart mode. Scroll down in the filter pane to find the filter Account Group. Restrict the search to only Cash accounts by selecting the Cash Checkbox. Notice that Account Group moves to the top of the filter pane. OPTIONAL: You can use the table icon in the top right-hand corner of the search results pane to swap the results list to a results table. Select All in the filter pane to return to the full list of search results. 10

11 Find a Customer Accounting Document and select the hyperlink to see more details. This is the Customer Accounting Document Object Page. Object Pages in SAP S/4HANA Cloud and SAP S/4HANA display a summary of information about a single business object. Here you see a summary of a single customer accounting document. You can scroll down or use the tab bar to quickly navigate to Related Documents. Then use the hyperlink to see that document. When you are finished you can use the Back icon to navigate back to the Customer Accounting Document, and then the Search Results. HINT: You can also use the Home icon to return immediately to the Home Page. Navigating in the Home Page Learn basics of navigating to apps and how to adapt common app settings. 11

12 From your Home Page navigate to the Group Purchase Order Processing There are several ways you can do this, use whatever is easiest for you Scroll down to find the group Select the tab Purchase Order Processing in the group navigation tab bar Use the navigation menu by selecting the down arrow at the end of the tab bar You can see the Fiori app Manage Purchase Orders includes some dynamic realtime information on the tile. It shows that there is current 1 purchase order in approval. Select the Fiori app Manage Purchase Orders to find out more. Manage Purchase Orders is a List Report. List Reports in SAP S/4HANA Cloud and SAP S/4HANA are an easy way to monitor and act on similar business objects. Here we monitor Purchase Orders. You can act on business objects individually or multiple business objects together. You can see a count of the number of Purchase Orders in the list header next to the title Purchase Orders. You can adjust the columns shown by selecting the Settings icon in the right-hand of the list header. 12

13 You want to find out the value of the Purchase Orders listed. Add the column Net Value and select OK. You can now see the Net Value displayed as a column of the list report. You want to review the orders from supplier EV PARTS INC. Use the default Search filter to search on part of the name, e.g. EV PARTS Press the Go button to start the search. HINT: You can also search for a specific supplier by using the Supplier field. 13

14 You often deal with this supplier. You want to save your settings as a variant. Select the dropdown on the Standard variant and then press Save as Save all your changes as Variant EV Parts Orders. Make this your default variant by checking the box Set as Default. You want the filter applied immediately you enter the app. Set the checkbox Execute on Select. Press Ok to save your variant. Now even when you return to the Home Page and exit the app, your default settings will be kept. Return to the Home Page and navigate to the Group My Home ß 14

15 Select the Fiori app Procurement Overview. NOTE: If your CAL instance is running slowly it may take a few seconds for the cards to load. Please be patient. You notice some urgent Purchase Requisition Items - Unsourced. Select the first item to see more detail. You can see you have now navigated to the Manage Purchase Requisitions apps and the urgent item is selected so that you can act on it straightaway if you wish. Go back to the Overview Page using the Back icon in the Fiori header bar. You especially like to keep watch on supplier performance and any overdue purchase orders. Drag and drop the Supplier Performance Monitoring card so it is the top left card. 15

16 You don t need the card Contract Monitoring and want to hide it. Open the Me area and select the Manage Cards icon. Slide the Contract Monitoring card to the off position and press Ok. Confirm that the card is now hidden on your overview page. You want to filter the cards to review EV PARTS INC. Select the dropdown on the supplier field in the filter area at the top of the page. 16

17 Search for your vendor by entering part of the name in the default search field. Press Go to start the search. HINT: Pressing the ENTER key will also start the search. Select the vendor by checking the box in the results list. Press Ok to apply the selection to the filter bar. You can see that the cards now only show data for EV PARTS HINT: You can filter by multiple suppliers or multiple filters at the same time. Signing Out You are all done and ready to sign out. Return to the Me Area and select the Sign Out link Answer Ok to the sign out confirmation 17

18 Congratulations for reaching the end of the exercise! You now know how to navigate your Fiori Launchpad and Fiori apps! *** DO NOT FORGET TO SUSPEND YOUR CAL INSTANCE UNTIL YOU NEED IT AGAIN *** Suspending minimizes your CAL appliance costs. You can find more information about the SAP Fiori Launchpad in the User Guide. US/2e034767ee0c4d43a5159ce4a4c014f5.html 18

19 NOTE: THE FOLLOWING PAGE MAY NOT BE DELETED! THIS IS A LEGAL STATEMENT. 19

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