SAP Fiori Apps for the SAP ERP Application MM How to implement apps on top of the SAP Best Practices Baseline packages Based on the example of US Baseline V3.607 How-to Guide: V2.00 SAP SE Dietmar-Hopp-Allee 16 69190 Walldorf Germany SAP Fiori Apps for the SAP ERP Application MM Copyright © 2014 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see http://global.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. 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Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions. © SAP SE Page 2 of 87 SAP Fiori Apps for the SAP ERP Application MM Icons Icon Meaning Caution Example Note Recommendation Syntax Typographic Conventions Type Style Description Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text Emphasized words or phrases in body text, titles of graphics and tables. EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. <Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries. © SAP SE Page 3 of 87 SAP Fiori Apps for the SAP ERP Application MM Content SAP Fiori Apps for ERP Baseline – Application MM .................................................................. 8 1 Purpose of SAP Fiori ........................................................................................................... 8 2 Overview Matrix for MM Fiori Apps ..................................................................................... 9 3 Content Relevance: Ready-to-Activate – Ready-to-Demo Versions ................................ 15 4 Transactional MM Apps ..................................................................................................... 15 4.1 Approving Purchase Order .......................................................................................... 15 4.1.1 Description ............................................................................................................. 15 4.1.2 Key Features ......................................................................................................... 15 4.1.3 Business Purpose for Approve Purchase Order ................................................... 15 4.1.4 How to Access and Use the App ........................................................................... 16 4.1.5 Configuration for Baseline Scope Items ................................................................ 17 4.2 Order from Requisition ................................................................................................. 20 4.2.1 Description ............................................................................................................. 20 4.2.2 Key Features ......................................................................................................... 20 4.2.3 Business Purpose for Order from Requisition ....................................................... 20 4.2.4 How to Access and Use the App ........................................................................... 21 4.2.5 Configuration for Baseline Scope Items ................................................................ 21 4.3 Tracking Purchase Order ............................................................................................. 22 4.3.1 Description ............................................................................................................. 22 4.3.2 Key Features ......................................................................................................... 23 4.3.3 Business Purpose for Track Purchase Order ........................................................ 23 4.3.4 How to Access and Use the App ........................................................................... 24 4.3.5 Configuration for Baseline Scope Items ................................................................ 24 4.4 Approving Purchase Contracts .................................................................................... 25 4.4.1 Description ............................................................................................................. 25 4.4.2 Key Features ......................................................................................................... 25 4.4.3 Business Purpose for Approve Purchase Contracts ............................................. 25 4.4.4 How to Access and Use the App ........................................................................... 26 4.4.5 Configuration for Baseline Scope Items ................................................................ 26 4.5 Approving Requisitions ................................................................................................ 29 4.5.1 Description ............................................................................................................. 29 4.5.2 Key Features ......................................................................................................... 29 4.5.3 Business Purpose for Approve Requisitions ......................................................... 30 4.5.4 How to Access and Use the App ........................................................................... 30 © SAP SE Page 4 of 87 SAP Fiori Apps for the SAP ERP Application MM 4.5.5 4.6 My Purchasing Document Items .................................................................................. 36 4.6.1 Description ............................................................................................................. 36 4.6.2 Key Features ......................................................................................................... 36 4.6.3 Business Purpose for My Purchasing Document Items ........................................ 36 4.6.4 How to Access and Use the App ........................................................................... 36 4.6.5 Configuration for Baseline Scope Items ................................................................ 36 4.7 Approve Service Entry Sheet ....................................................................................... 38 4.7.1 Description ............................................................................................................. 38 4.7.2 Key Features ......................................................................................................... 38 4.7.3 Business Purpose for Approve Service Entry Sheet ............................................. 38 4.7.4 How to Access and Use the App ........................................................................... 38 4.7.5 Configuration for Baseline Scope Items ................................................................ 38 4.8 5 Configuration for Baseline Scope Items ................................................................ 30 Approve Supplier Invoice ............................................................................................. 40 4.8.1 Description ............................................................................................................. 40 4.8.2 Key Features ......................................................................................................... 40 4.8.3 Business Purpose for Approve Supplier Invoices ................................................. 40 4.8.4 How to Access and Use the App ........................................................................... 41 4.8.5 Configuration for Baseline Scope Items ................................................................ 41 Analytical Apps MM ........................................................................................................... 45 5.1 SAP Smart Business Apps for Inventory Management ............................................... 45 5.1.1 SAP Smart Business for Valuated Stock Value .................................................... 45 5.1.1.1 Description ..................................................................................................... 45 5.1.1.2 Key Features ................................................................................................. 45 5.1.1.3 Business Purpose.......................................................................................... 46 5.1.1.4 How to Access and Use the App ................................................................... 46 5.1.1.5 Configuration for Baseline ............................................................................. 47 5.1.2 SAP Smart Business App Valuated Stock Quantity .............................................. 50 5.1.2.1 Description ..................................................................................................... 50 5.1.2.2 Key Features ................................................................................................. 50 5.1.2.3 Business Purpose.......................................................................................... 50 5.1.2.4 How to Access and Use the App ................................................................... 51 5.1.2.5 Configuration for Baseline ............................................................................. 51 5.1.3 SAP Smart Business App Range of Coverage ..................................................... 55 5.1.3.1 Description ..................................................................................................... 55 5.1.3.2 Key Features ................................................................................................. 55 5.1.3.3 Business Purpose.......................................................................................... 55 © SAP SE Page 5 of 87 SAP Fiori Apps for the SAP ERP Application MM 5.1.3.4 How to Access and Use the App ................................................................... 55 5.1.3.5 Configuration for Baseline ............................................................................. 56 5.1.4 5.2 SAP Smart Business App Inventory Turnover ...................................................... 59 5.1.4.1 Description ..................................................................................................... 59 5.1.4.2 Key Features ................................................................................................. 59 5.1.4.3 Business Purpose.......................................................................................... 60 5.1.4.4 How to Access and Use the App ................................................................... 60 5.1.4.5 Configuration for Baseline ............................................................................. 61 SAP Smart Business Apps for Purchasing .................................................................. 64 5.2.1 SAP Smart Business App Non Managed Spend ................................................... 64 5.2.1.1 Description ..................................................................................................... 64 5.2.1.2 Key Features ................................................................................................. 64 5.2.1.3 Business Purpose.......................................................................................... 64 5.2.1.4 How to Access and Use the App ................................................................... 65 5.2.1.5 Configuration for Baseline ............................................................................. 65 5.2.2 SAP Smart Business App Contract Usage ............................................................ 69 5.2.2.1 Description ..................................................................................................... 69 5.2.2.2 Key Features ................................................................................................. 69 5.2.2.3 Business Purpose.......................................................................................... 69 5.2.2.4 How to Access and Use the App ................................................................... 69 5.2.2.5 Configuration for Baseline ............................................................................. 70 5.2.3 SAP Smart Business App Off Contract Spend ...................................................... 73 5.2.3.1 Description ..................................................................................................... 73 5.2.3.2 Key Features ................................................................................................. 73 5.2.3.3 Business Purpose of SAP Smart Business App Off Contract Spend ........... 74 5.2.3.4 How to Access and Use the App ................................................................... 74 5.2.3.5 Configuration for Baseline ............................................................................. 74 5.2.4 SAP Smart Business App Contract Expiry ............................................................ 78 5.2.4.1 Description ..................................................................................................... 78 5.2.4.2 Key Features ................................................................................................. 78 5.2.4.3 Business Purpose.......................................................................................... 78 5.2.4.4 How to Access and Use the App ................................................................... 78 5.2.4.5 Configuration for Baseline ............................................................................. 79 5.2.5 SAP Smart Business App Unused Contracts ........................................................ 82 5.2.5.1 Description ..................................................................................................... 82 5.2.5.2 Key Features ................................................................................................. 82 5.2.5.3 Business Purpose of SAP Smart Business App Unused Contracts ............. 82 © SAP SE Page 6 of 87 SAP Fiori Apps for the SAP ERP Application MM 6 5.2.5.4 How to Access and Use the App ................................................................... 83 5.2.5.5 Configuration for Baseline ............................................................................. 83 Fact Sheets for MM ........................................................................................................... 86 © SAP SE Page 7 of 87 SAP Fiori Apps for the SAP ERP Application MM SAP Fiori Apps for ERP Baseline – Application MM 1 Purpose of SAP Fiori SAP Fiori is a collection of apps that represent the new SAP user experience. SAP Fiori apps have a consistent design language and make use of a common technical infrastructure. They provide a consistent end-to-end user experience and can be used across all device types without creating additional implementation effort. Organized by user role, the SAP Fiori launchpad is the central entry hub to all Fiori apps where users access apps via tiles. The launchpad has services for navigation, personalization, single sign-on, and search. The launchpad and the tiles are flexible and can be adapted to your needs. You can use the search in the SAP Fiori launchpad to perform a cross-entity search through core SAP Business Suite applications. The search uses the SAP NetWeaver Embedded Search technology on a SAP HANA database. New SAP HANA-enabled search models are delivered for core business objects. The Fiori apps focus on critical and common activities and are designed around how people work: Role-based: Fiori apps decompose complex applications into a task-based experience with one central entry point for each user. Responsive: Fiori apps adapt to all sizes, devices, versions, and channels to provide a common user experience across all channels. Simple: Fiori apps follow the 1-1-3 experience (1 user, 1 scenario, 3 screens). They know and provide the right context and meaningful data integration. Coherent user experience with apps that speak the same design language. This implies coherence for common activities as well as coherence for your brand. Instant value with a low barrier to adoption, enabling customers to adapt and users to personalize. Interactive on desktop, tablet, and mobile platforms All UIs are built using state-of-the-art technology such as HTML5 and SAP UI5 mobile. Fiori apps allow you to access the most recent version of your back-end data via OData services. Through previously defined roles and authorizations, you can specify which apps and which data a user is allowed to access. The purpose of this document is to give the user all necessary information around the SAP Fiori apps for MM to be able to run them on top of the SAP Best Practices MM processes. © SAP SE Page 8 of 87 SAP Fiori Apps for the SAP ERP Application MM The packages listed below are prerequisites for the configuration described in this guide. You will find references to the documentation belonging to these packages in the corresponding chapters of this document: 2 SAP HANA Live rapid-deployment solution: http://service.sap.com/rds-shl SAP Fiori Infrastructure rapid-deployment solution: http://service.sap.com/rds-fiori-infrastructure SAP Fiori Apps rapid-deployment solution: http://service.sap.com/rds-fiori-apps Overview Matrix for MM Fiori Apps The following matrix shows the existing Fiori roles available within the MM application and the assigned Fiori apps. The Fiori apps can be used within the mentioned baseline processes and can replace an existing process step. It is important to understand that Fiori apps can replace only single process steps and not a complete process. In other cases, Fiori apps offer functionality to enhance existing processes. © SAP SE Page 9 of 87 SAP Fiori Apps for the SAP ERP Application MM Fiori Role Fiori App Short Description Mapping to Scope Item (Baseline Scope Item) IDs Fiori Application Type SAP HANA Mandatory SAP_MM_BCR_Buyer_X1 PO Approval With Approve Purchase Orders, you can view pending purchase orders and approve them. If necessary, you can forward approvals to a different employee for further processing. Consumable Purchasing (129) Transactional No Order from Requisition With Order from Requisitions, you can convert approved purchase requisitions into purchase orders. The app assigns matching suppliers to each purchase requisition, and then bundles the requisitions to create a purchase order for each supplier. Procurement without QM (130) Transactional No Track Purchase Order With Track Purchase Order, you can view important purchase order information. For each purchase order, the app shows the overall order fulfillment status, the quantities and values, and a graphical view of the process flow. If a purchase order is based on purchase requisitions, these documents can be displayed. Consumable Purchasing (129) Transactional No SAP_MM_BCR_Buyer_X1 SAP_MM_BCR_Buyer_X1 © SAP SE Procurement without QM (130) Procurement Contract (133) Procurement of Third-party Resources (208) Procurement Contract (133) Procurement without QM (130) Procurement Contract (133) Procurement of Third-party Resources (208) Page 10 of 87 SAP Fiori Apps for the SAP ERP Application MM SAP_MM_BCR_Buyer_X1 Approve Purchase Contracts With Approve Purchase Contracts, you can view pending purchase contracts and approve them. If necessary, you can forward approvals to a different employee for further processing. Procurement Contract (133) Transactional No SAP_MM_BCR_Buyer_X1 Approve Requisitions With Approve Requisitions, you can view pending purchase requisitions and approve them. If necessary, you can forward approvals to a different employee for further processing. Procurement without QM (130) Transactional No My Purchasing Document Items With My Purchasing Document Items, you can display all purchase orders, contracts, and scheduling agreements in your client. Consumable Purchasing (129) Transactional No SAP_MM_BCR_BUYER Procurement Contract (133) Procurement without QM (130) Procurement Contract (133) Stock Transfer with Delivery (134) Return to Vendor (136) Procurement of Third-party Resources (208) External Procurement of Services (209) Quality Management for Procurement with Vendor Evaluation (127) Subcontracting (138) © SAP SE Page 11 of 87 SAP Fiori Apps for the SAP ERP Application MM SAP_MM_BCR_BUYER SAP_MM_BCR_BUYER Approve Service Entry Sheet With Service Entry Sheets, you can view pending, service entry sheets and approve them. If necessary, you can forward approvals to different employee for further processing. Consumable Purchasing (129) Approve Supplier Invoice With Approve Supplier Invoice, you can view pending, parked supplier invoices and approve them. If necessary, you can forward approvals to different employee for further processing. Procurement without QM (130) Transactional No Transactional No External Procurement of Services (209) Procurement Contract (133) Return to Vendor (136) Procurement of Third-Party Resources (208) External Procurement of Services (209) Subcontracting (138) Procurement and Consumption of Consigned Inventory (139) Purchasing Apps © SAP SE Analytical Contract Usage With Contract Usage, you can compare the expected release amount against the actual release amount of contracts in a specific time frame. Procurement Contract (133) Analytical Yes Non-managed Spend With Non-Managed Spend, you can display the spend for suppliers that was not matched to a purchase order as a percentage of the total spend. All Baseline MM scope items Analytical Yes Contract Expiry With Contract Expiry, you can identify purchase contracts that will expire within a specific time frame. Procurement Contract (133) Analytical Yes Page 12 of 87 SAP Fiori Apps for the SAP ERP Application MM Unused Contracts With Unused Contracts, you can identify contracts for which a release has not taken place within a specific time frame. Procurement Contract (133) Analytical Yes Off-Contract Spend With Off-Contract Spend, you can analyze the total spend amount in relation to purchase orders that do not have a contract reference. Contract (133) Analytical Yes Inventory Management Apps Analytical Valuated Stock Value With Valuated Stock Value, you can display the closing valuated stock value based on a specific end date. Procurement without QM (130) Stock Handling: Scrap and Blocked Stock (131) Return to Vendor (136) Procurement of Third-party Resources (208) Quality Management for Procurement with Vendor Evaluation (127) Subcontracting (138) Procurement and Consumption of Consigned Inventory (139) Physical Inventory / Inventory Count & Adjustment (137) © SAP SE Page 13 of 87 Analytical Yes SAP Fiori Apps for the SAP ERP Application MM Valuated Stock Quantity With Valuated Stock Quantity, you can display the closing valuated stock quantity based on a specific end date. Procurement without QM (130) Analytical Yes Analytical Yes Analytical Yes Stock Handling: Scrap and Blocked Stock (131) Return to Vendor (136) Procurement of Third-party Resources (208) Quality Management for Procurement with Vendor Evaluation (127) Subcontracting (138) Procurement and Consumption of Consigned Inventory (139) Physical Inventory / Inventory Count & Adjustment (137) © SAP SE Range of Coverage With Range of Coverage, you can determine how long your company can manage with the current stock, based on the determined consumption of stock in the past. Inventory Turnover With Inventory Turnover, you can determine how often the average material was destocked and restocked in a specific time frame. Procurement without QM (130) Procurement and Consumption of Consigned Inventory (139) Page 14 of 87 3 Content Relevance: Ready-to-Activate – Ready-to-Demo Versions For the Ready-to-Activate version, the complete content described in this document is relevant. For the Ready-to-Demo version, you can skip all the chapters which treat configuration topics. The following subchapters are relevant for each Fiori application: Description Key Features Business purpose Procedure 4 Transactional MM Apps 4.1 Approving Purchase Order 4.1.1 Description With Approve Purchase Orders, you can view pending purchase orders and approve them. If necessary, you can forward approvals to a different employee for further processing. 4.1.2 Key Features You can search for specific purchase orders. You can display details for each purchase order, for example, the line items with detailed information, such as account assignment and conditions. You can approve or reject purchase orders, and you can forward them to a colleague. 4.1.3 Business Purpose for Approve Purchase Order This app can be seen as an enhancement of our existing baseline scope items and can be used as replacement of the approve purchase order transaction ME29N. As opposed to the standard transaction, the purchasing manager or buyer can use this transactional app to quickly get information about a purchase order, for example, conditions, and can approve, reject or forward it. Under this assumption, this app can be used together with several scope items. In the following, you find the scope items for which this app fits best from a business perspective: Consumable Purchasing (129) See master data listed in the Business Process Documentation for the scope item: SAP Fiori Apps for the SAP ERP Application MM Purchase Order Type Standard PO, for example, NB Purchasing Organization 1000 Purchasing Group 100 Vendor 300000 Procurement without QM (130) Order Type Standard PO, for example, NB Vendor 300000 Purchasing Organization 1000 Plant 1000 Procurement Contract (133) Order Type Standard PO, for example, NB Vendor 300000 Purchasing Organization 1000 Plant 1000 Procurement of Third-party Resources (208) Order Type Standard PO, for example, NB Vendor 300100 Purchasing Organization 1000 Plant 1000 Return to Vendor (136) Order Type Standard PO, for example, NB Vendor 300000 Purchasing Organization 1000 Plant 1000 4.1.4 How to Access and Use the App 1. Launch the SAP Fiori system via the appropriate URL and log on with the appropriate user and password for the buyer. 2. From the home page, click the tile for Approve Purchase Order. A list of purchase orders appears. © SAP SE Page 16 of 87 SAP Fiori Apps for the SAP ERP Application MM 3. Select a purchase order depending on the process for which you want to run the application. You can use the Search field to find a purchase order (search by supplier name or purchase order number), and then select the purchase order. A list of possible purchase orders is displayed. Purchase order details include account assignment, delivery date, delivery plant and inco terms. 4. To approve a purchase order, select the order and choose Approve in the lower right corner. 4.1.5 Configuration for Baseline Scope Items The following section includes a short checklist for the necessary configuration steps for the activation and usage of the app. Details are described in the relevant configuration guides for the SAP Fiori Apps rapid-deployment solution and the SAP Fiori Infrastructure rapid-deployment solution. 1. User role in the backend system via transaction PFCG: Assign the necessary backend role for the Approve Purchase Order Fiori app in the ERP system to the user used for the launchpad logon. For details, see Configuration Guide: SAP Fiori Apps for SAP ERP - Logistics (MEV). Approve Purchase Order SAP_MM_PO_APV_APP 2. Activation of gateway service in the SAP gateway server with transaction /IWFND/MAINT_SERVICE : For details on how to perform this step, see SAP Fiori Apps for SAP ERP - Logistics (MEV), chapter Activation of Gateway Service in SAP NetWeaver Gateway. Use the following values: Fiori App Name Field Name Entry Value Approve Purchase Order System Alias <SYSTEM ALIAS of ERP> External Service Name gbapp_poapproval 3. Activate gateway and UI5 services with transaction SICF in the gateway server: Fiori App Name Service Path Service Name Approve Purchase Order sap → opu → odata → sap gbapp_poapproval (1) sap → bc → ui5_ui5 →sap MM_PO_APV 4. Assign a user to the SAP Fiori launchpad For details on how to perform this step, see the SAP Generic Fiori Enablement Guide (MF1), chapter Assign a User to the SAP Fiori Launchpad. Use the following values: App © SAP SE Approve Purchase order Page 17 of 87 SAP Fiori Apps for the SAP ERP Application MM Role SAP_MM_BCR_Buyer_X1 The role must be assigned to the user used during launchpad logon with transaction PFCG. The user needs to be maintained in the gateway server. 5. Create the following settings in addition to the Customizing of the Baseline package: Before implementing the app, you must ensure the following: You use the release strategy in Purchasing (MM-PUR). You have set up a connection between the release strategy and SAP Business Workflow. You have configured the approval workflow for approving purchase orders. The business users that will use the Approve Purchase Orders app have the authorizations required for approving purchase orders in the SAP GUI. To enable Approve Purchase Orders, you have specified the workflow tasks that are relevant for approving purchase orders. You do this in the Customizing for Materials Management under Purchasing → Purchase Order → Approve Purchase Orders App → Specify Workflow Task IDs for Approve Purchase Orders App. 6. Configuration Details in Connection with the Baseline Customizing: 1. Go to the SAP Customizing Implementation Guide (transaction SPRO): Materials Management → Purchase Order → Release Procedures for Purchase Orders → Edit Characteristic: o R2R_PURCH_GRP o R2R_PURCH_ORD_TYPE o R2R_PURCH_ORD_VALUE 2. Choose Edit Class. Remove char R2R_PURCH_GRP and R2R_PURCH_ORD_VALUE from class R2R_CL_REL_CEKKO (class type: 032). 3. Choose Define Release Procedure and change the release strategy configuration: o Create release group V_T16FG_2 – No Change o Create release code VV_T16FC_2 – Enter 01 in the Code column o Select release indicator: No changes in release indicators o Select release group PH and display the details and go back. o Select release code and enter workflow 1. © SAP SE Page 18 of 87 SAP Fiori Apps for the SAP ERP Application MM o Save and go back. o Select Workflow and enter the Agent ID (corresponds to the user in your system who has to approve the purchase orders) o Access transaction PFTC. Enter Workflow Template and workflow 20000075. o Choose the Triggering events tab. Alternatively, choose Basic Data (Hat symbol in the application toolbar) in the workflow definition. o Select the step and choose Call binding editor. Run the check and activate it (Event Setting → Event Linkage activated) o Access transaction SWDD and enter WS20000075 to verify that the binding is correct. Select Release of purchase order and choose Enter. o Make sure the binding for TS20000166 and rule 20000027 with Agent Assignment on: Note that CFO has to be replaced with the user in your system who is defined to release purchase orders. © SAP SE Page 19 of 87 SAP Fiori Apps for the SAP ERP Application MM o After you have added the required configuration settings, you can run the app together with the SAP Best Practices Baseline Customizing. The app does not work with stock transfer orders. The supported item categories for this app are: standard, service, and limit. In the current SAP Best Practices Baseline Customizing, release strategies have been set up for PO Header. Workflow is not in scope for PO Release Strategies in the current Baseline scope. As a result, these Customizing changes lead to a different behavior compared to what is described in the original Baseline business process documentation. 4.2 Order from Requisition 4.2.1 Description With Order from Requisitions, you can convert approved purchase requisitions into purchase orders. The app assigns matching suppliers to each purchase requisition, and then bundles the requisitions to create a purchase order for each supplier. Order from Requisitions is not optimized for use with a phone. Please use a tablet or desktop device. Order from Requisitions does not support service items. 4.2.2 Key Features Display approved purchase requisitions that are not yet assigned to suppliers Assign suppliers to a selected set of purchase requisitions Select the relevant supplier if multiple suppliers can deliver the product Bundle a selected set of purchase requisitions by supplier and simulate the purchase orders (one purchase order per supplier) Review simulated purchase orders Create purchase orders 4.2.3 Business Purpose for Order from Requisition This app can be seen as an enhancement of the existing SAP Best Practices Baseline scope items in which purchase orders are created out of requisitions. The app allows you to execute a lot of steps in a single interface: Assign suppliers, simulate purchase orders, and finally, create the purchase orders. In contrast to the standard transaction, you can use the simulated purchase order as a collector for requisitions. Under this assumption, this app can be used together with several scope items. In the following, you find the scope items for which this app fits best from a business perspective: © SAP SE Page 20 of 87 SAP Fiori Apps for the SAP ERP Application MM Procurement without QM (130) Order Type Standard PO, for example, NB Vendor 300000 Purchasing Organization 1000 Plant 1000 Procurement Contract (133) Order Type Standard PO, for example, NB Vendor 300000 Purchasing Organization 1000 Plant 1000 4.2.4 How to Access and Use the App 1. Launch the SAP Fiori system via the appropriate URL and log on with the appropriate user and password for the purchaser. 2. From the home page, choose the tile for Order from Requisitions. 3. If no data is selected, choose the Approved PRs button to get a list of approved purchase requisitions. Select a purchase requisition via the checkmark. To assign a supplier, choose the Assign Supplier button in the lower right corner. 4. The purchase requisition now appears under assigned purchase requisition. To display it, choose Assigned PRs above. 5. You can now simulate a PO for this purchase requisition. 6. This simulated PO now is listed under simulated POs. To display it, choose Simulated POs above. 4.2.5 Configuration for Baseline Scope Items The following section includes a short checklist for the necessary configuration steps that are required for the activation and usage of the app. Details are described in the relevant configuration guides for the SAP Fiori Apps rapid-deployment solution and the SAP Fiori Infrastructure rapid-deployment solution. 1. User role in the backend system via transaction PFCG: Assign the necessary backend role for the Order from Requisition Fiori app in the ERP system to the user used for the launchpad logon. For details, see Configuration Guide: SAP Fiori Apps for SAP ERP - Logistics (MEV). Order from Requisition SAP_MM_PURORD_OR_APP 2. Activation of gateway service in the SAP gateway server with transaction /IWFND/MAINT_SERVICE : © SAP SE Page 21 of 87 SAP Fiori Apps for the SAP ERP Application MM For details on how to perform this step, see SAP Fiori Apps for SAP ERP - Logistics (MEV), chapter Activation of Gateway Service in SAP NetWeaver Gateway. Use the following values: Fiori App Name Field Name Entry Value Order from requisition System Alias <SYSTEM ALIAS of ERP> External Service Name sra013_po_from_pr_srv (1) 3. Activate gateway and UI5 services with transaction SICF in the gateway server: For details on how to perform this step, see SAP Fiori Apps for SAP ERP - Logistics (MEV), chapter Activate Gateway and UI5 Services. Fiori App Name Service Path Service Name Order from requisition sap → opu → odata → sap sra013_po_from_pr_srv (1) sap → bc → ui5_ui5 → sap MM_PURORD_OR 4. Assign a user to the SAP Fiori launchpad For details on how to perform this step, see SAP Fiori Apps for SAP ERP - Logistics (MEV), chapter Assign a User to the SAP Fiori Launchpad. Use the following values: App Order from Requisition Role SAP_MM_BCR_Buyer_X1 The role must be assigned to the user used during launchpad logon with transaction PFCG. The user needs to be maintained in the gateway server. The Order from Requisitions Fiori app does not require any additional Customizing settings to be able to run on the SAP Best Practices Baseline Customizing. The app does not work with stock transfer requisitions which are used in the SAP Best Practices Baseline scope item 134. The supported item categories for this app are: standard, service, and limit. To find a purchase requisition in the app, set a filter (for example, release date) and search by using the scroll bar. 4.3 Tracking Purchase Order 4.3.1 Description With Track Purchase Order, you can view important purchase order information. For each purchase order, the app shows the overall order fulfillment status, the quantities, values, and a © SAP SE Page 22 of 87 SAP Fiori Apps for the SAP ERP Application MM graphical view of the process flow. When a purchase order is based on purchase requisitions, these documents can be displayed. 4.3.2 Key Features The following documents can be displayed for each purchase order: Purchase requisition Goods receipt Invoice 4.3.3 Business Purpose for Track Purchase Order This app can be seen as an enhancement of the existing SAP Best Practices Baseline scope items in which purchase orders are created. The app is intuitive and user friendly and allows you to display a lot of information in a single interface: for each purchase order, the app shows the overall order fulfillment status, the quantities and values, and a graphical view of the process flow. If a purchase order is based on purchase requisitions, these documents can be displayed. Under this assumption, this app can be used together with several scope items. In the following, you find the scope items for which this app fits best from a business perspective: Consumable Purchasing (129) Purchase Order Type Standard PO, for example, NB Purchasing Organization 1000 Purchasing Group 100 Vendor 300000 Procurement without QM (130) Order Type Standard PO, for example, NB Vendor 300000 Purchasing Organization 1000 Plant 1000 Procurement Contract (133) Order Type Standard PO, for example, NB Vendor 300000 Purchasing Organization 1000 Plant 1000 Procurement of Third-party Resources (208) Order Type Standard PO, for example, NB Vendor 300100 © SAP SE Page 23 of 87 SAP Fiori Apps for the SAP ERP Application MM Purchasing Organization 1000 Plant 1000 4.3.4 How to Access and Use the App 1. Launch the SAP Fiori system via the appropriate URL and log on with the appropriate user and password for the purchaser. 2. From the home page, choose the tile for Track Purchase Orders. 3. You can search for purchase orders by company name or purchase order ID. 4. You can also set a filter defining the time frame when the purchase orders were created or search for purchase orders with alerts. 5. The purchase order is then displayed on the right side of the app. 6. You can now display ordered, invoiced and paid items. 4.3.5 Configuration for Baseline Scope Items The following section includes a short checklist for the necessary configuration steps that are required for the activation and usage of the app. Details are described in the relevant configuration guides for the SAP Fiori Apps rapid-deployment solution and the SAP Fiori Infrastructure rapid-deployment solution. 1. User role in the backend system via transaction PFCG: Assign the necessary backend role for the Track Purchase Order Fiori app in the ERP system to the user used for the launchpad logon. For details, see configuration guide SAP Fiori Purchase Agent (MEF). Track Purchase Order SAP_MM_PURORD_TPO_APP 2. Activation of gateway service in the SAP gateway server with transaction /IWFND/MAINT_SERVICE : For details on how to perform this step, see SAP Fiori Apps for SAP ERP - Logistics (MEV), chapter Activation of Gateway Service in SAP NetWeaver Gateway. Use the following values: Fiori App Name Field Name Entry Value Track Purchase Order System Alias <SYSTEM ALIAS of ERP> External Service Name sra020_po_tracking_srv (1) 3. Activate gateway and UI5 services with transaction SICF in the gateway server: For details on how to perform this step, see SAP Fiori Apps for SAP ERP - Logistics (MEV), chapter Activate Gateway and UI5 Services. © SAP SE Page 24 of 87 SAP Fiori Apps for the SAP ERP Application MM Fiori App Name Service Path Service Name Track Purchase Order sap → opu → odata → sap sra020_po_tracking_srv (1) sap → bc → ui5_ui5 →sap MM_PURORD_OR 4. Assign a user to the SAP Fiori launchpad For details on how to perform this step, see SAP Fiori Apps for SAP ERP - Logistics (MEV), chapter Assign a User to the SAP Fiori Launchpad. Use the following values: App Track Purchase Order Role SAP_MM_PURORD_TPO_APP The role must be assigned to the user used during launchpad logon with transaction PFCG. The user needs to be maintained in the gateway server. The Tracking Purchase Order Fiori app does not require any additional Customizing settings to be able to run on the SAP Best Practices Baseline Customizing. The app cannot be used for stock transfer orders. Purchase orders with the order type NB are supported by this app. The supported item categories for this app are: standard, service, and limit work. Currently, if you want to display a purchase order, you have created in the system, you can enter the PO number directly in the search field of the app. 4.4 Approving Purchase Contracts 4.4.1 Description With Approve Purchase Contracts, you can view pending purchase contracts and approve them. If necessary, you can forward approvals to a different employee for further processing. 4.4.2 Key Features You can search for specific contracts. You can display details for each contract You can approve contracts and forward them to colleagues. 4.4.3 Business Purpose for Approve Purchase Contracts This app can be seen as an enhancement of the existing SAP Best Practices Baseline scope items in which purchase contracts are created. The app allows you to display a lot of information © SAP SE Page 25 of 87 SAP Fiori Apps for the SAP ERP Application MM in a single interface: for example, line items with detailed information, such as conditions, target quantities, and target values. In the same interface, the purchase contract can be approved and also forwarded. This collaboration is not possible in the standard GUI. Under this assumption, this app can be used together with several scope items. In the following, you find the scope items for which this app fits best from a business perspective: Procurement Contract (133) Order Type Standard PO, for example, NB Vendor 300000 Purchasing Organization 1000 Plant 1000 4.4.4 How to Access and Use the App 1. Launch the SAP Fiori system via the appropriate URL and log on with the appropriate user and password for the purchasing manager or agent. 2. From the home page, choose the tile for Approve Purchase Contracts. 3. In the search field on the left, you can search for the respective purchase contracts. As a result, the purchase contract with all details is displayed on the right side of the app. 4. You can select the Approve button on the lower right corner to approve the purchase contract, or you forward it to a colleague instead. 4.4.5 Configuration for Baseline Scope Items The following section includes a short checklist for the necessary configuration steps that are required for the activation and usage of the app. Details are described in the relevant configuration guides for the SAP Fiori Apps rapid-deployment solution and the SAP Fiori Infrastructure rapid-deployment solution. 1. User role in the backend system via transaction PFCG: Assign the necessary backend role for the Approve Purchase Contract Fiori app in the ERP system to the user used for the launchpad logon. For details, see Configuration Guide: SAP Fiori Apps for SAP ERP - Logistics (MEV). Approve Purchase Contract SAP_MM_PC_APV_APP 2. Activation of gateway service in the SAP gateway server with transaction /IWFND/MAINT_SERVICE : For details on how to perform this step, see SAP Fiori Apps for SAP ERP - Logistics (MEV), chapter Activation of Gateway Service in SAP NetWeaver Gateway. Use the following values: Fiori App Name Field Name Entry Value Approve Purchase System Alias <SYSTEM ALIAS of ERP> © SAP SE Page 26 of 87 SAP Fiori Apps for the SAP ERP Application MM Contract External Service Name sra001_pcapproval (1) 3. Activate gateway and UI5 services with transaction SICF in the gateway server: For details on how to perform this step, see SAP Fiori Apps for SAP ERP - Logistics (MEV), chapter Activate Gateway and UI5 Services. Fiori App Name Service Path Service Name Approve Purchase Contract sap → opu → odata → sap sra001_pcapproval (1) sap → bc → ui5_ui5 →sap MM_PC_APV 4. Assign a user to the SAP Fiori launchpad For details on how to perform this step, see SAP Fiori Apps for SAP ERP - Logistics (MEV), chapter Assign a User to the SAP Fiori Launchpad, and use the following values. App Approve Purchase Contract Role SAP_MM_PC_APV_APP The role must be assigned to the user used during launchpad logon with transaction PFCG. The user needs to be maintained in the gateway server. 5. Change the following settings in the SAP Best Practices Baseline Customizing: You need to set up the release strategy in Purchasing (MM-PUR). You have set up a connection between the release strategy and SAP Business Workflow. You have configured the approval workflow for approving purchase contracts Detailed steps: 1. Go to the SAP Customizing Implementation Guide (transaction SPRO): Materials Management → Purchasing → Contract → Release Procedure for contracts 2. Choose Edit Characteristics. Enter the characteristic R2R_PURCH_ORD_TYPE and add the values MK (Quantity Contract), WK (Value Contract) . 3. Go to Release Groups and create release group P1: 4. Go to Release Codes and create release code P1: © SAP SE Page 27 of 87 SAP Fiori Apps for the SAP ERP Application MM 5. Release indicator: no change. 6. Go to Release Strategy and create the following settings: Group: P1 Strategy: 10 Description: Overall Release 7. Select release group P1 and go to details. 8. Go to Classification and select Quantity Contract (MK) in the Value field. 9. Go to Workflow and Assign release code to a release point (only with workflow) Select the object type user (US) and enter the user who can approve purchasing contracts: You have to exchange CFO with the user in your system who is authorized for the approval of purchasing contracts. 10. Go to transaction PFTC: Choose the task type: Workflow templates Enter the task: 20000079 Choose Maintain and go to the Triggering Events tab. Choose the button on the left in first line to activate the binding. 11. Go to transaction SWDD: © SAP SE Enter workflow: 20000079 Under Steps, select the line : Release of contract Page 28 of 87 SAP Fiori Apps for the SAP ERP Application MM On the right side of the screen, enter the task: TS20000172 Choose the Define Binding Autom. button. Under Agents, select Rule and enter 20000029. 12. Choose the Define Binding Autom. button. Select Agent Assignment Select the Create Agent Assignment button from the menu. Enter the user who should approve purchasing contracts in your system. In the standard SAP Best Practices Baseline Customizing, no approval for purchase contracts has been set up. Therefore, the specific Customizing for this app will influence related Baseline scope items. 4.5 Approving Requisitions 4.5.1 Description With Approve Requisitions, you can view pending purchase requisitions and approve them. If necessary, you can forward approvals to a different employee for further processing. 4.5.2 Key Features You can search for specific purchase requisitions. You can display detailed information for purchase requisitions, for example, account assignment or attachments. © SAP SE Page 29 of 87 SAP Fiori Apps for the SAP ERP Application MM You can approve or reject items of a purchase requisition, and you can forward them to colleagues. Only approval at item level is supported; that is, you can approve the items of requisitions individually. Approval at header level, that is, overall release of a purchase requisition, is not supported. You see only the purchase requisitions for which you are responsible. 4.5.3 Business Purpose for Approve Requisitions This app can be seen as an enhancement of the existing SAP Best Practices Baseline scope items in which purchase requisitions are created. The app allows you to display a lot of information in a single interface: for each purchase requisition, the app shows material, quantity, price per unit and so on. You can navigate to the details of the supplier. With one click, you can either approve, reject, or forward the requisition. Under this assumption, this app can be used together with several scope items. In the following, you find the scope items for which this app fits best from a business perspective: Procurement without QM (130) Order Type Standard PO, for example, NB Vendor 300000 Purchasing Organization 1000 Plant 1000 Procurement Contract (133) Order Type Standard PO, for example, NB Vendor 300000 Purchasing Organization 1000 Plant 1000 4.5.4 How to Access and Use the App 1. Launch the SAP Fiori system via the appropriate URL and log on with the appropriate user and password for the purchaser. 2. From the home page, choose the tile for Approve Requisitions. 3. You can search for a purchase requisition by purchase requisition ID. The purchase requisition is then displayed on the right side. 4. You can now approve, reject, or forward it by selecting the buttons in the lower right corner. 4.5.5 Configuration for Baseline Scope Items The following section includes a short checklist for the necessary configuration steps that are required for the activation and usage of the app. Details are described in the relevant © SAP SE Page 30 of 87 SAP Fiori Apps for the SAP ERP Application MM configuration guides for the SAP Fiori Apps rapid-deployment solution and the SAP Fiori Infrastructure rapid-deployment solution. 1. User role in the backend system via transaction PFCG: Assign the necessary backend role for the Approve Requisitions Fiori app in the ERP system to the user used for the launchpad logon. For details, see Configuration Guide: SAP Fiori Apps for SAP ERP - Logistics (MEV). Approve Requisitions SAP_MM_PR_APV_APP 2. Activation of gateway service in the SAP gateway server with transaction /IWFND/MAINT_SERVICE : For details on how to perform this step, see SAP Fiori Apps for SAP ERP - Logistics (MEV), chapter Activation of Gateway Service in SAP NetWeaver Gateway. Use the following values: Fiori App Name Field Name Entry Value Approve Requisitions System Alias <SYSTEM ALIAS of ERP> External Service Name gbapp_prapproval (1) 3. Activate gateway and UI5 services with transaction SICF in the gateway server: For details on how to perform this step, see SAP Fiori Apps for SAP ERP - Logistics (MEV), chapter Activate Gateway and UI5 Services. Fiori App Name Service Path Service Name Approve requisitions sap → opu → odata → sap gbapp_prapproval (1) sap → bc → ui5_ui5 →sap MM_PR_APV 4. Assign a user to the SAP Fiori launchpad For details on how to perform this step, see SAP Fiori Apps for SAP ERP - Logistics (MEV), chapter Assign a User to the SAP Fiori Launchpad. Use the following values: App Approve Requisitions Role SAP_MM_PR_APV_APP The role must be assigned to the user used during launchpad logon with transaction PFCG. The user needs to be maintained in the gateway server. 5. Change the following settings in the SAP Best Practices Baseline Customizing: You need to set up the release strategy in Purchasing (MM-PUR). You have set up a connection between the release strategy and SAP Business Workflow. When customizing the release strategy, you do not use overall release. This setting is intended for approval at header level, which is not supported for this app. You have configured the approval workflow for approving purchase requisition items. © SAP SE Page 31 of 87 SAP Fiori Apps for the SAP ERP Application MM To enable Approve Requisitions, you must specify the workflow tasks that are relevant for approving purchase requisitions. You do this in the Customizing for Materials Management under Purchasing → Purchase Requisition → Approve Requisitions App → Specify Workflow Task IDs for Approve Requisitions App. Detailed steps: 1. Go to the SAP Customizing Implementation Guide (transaction SPRO): Materials Management → Purchasing → Purchase requisitions → Release procedure → Procedure with classification 2. Go to Characteristics and create the following characteristics: © SAP SE R2R_PLANT: Navigate to the Addnl Data tab and enter table name CEBAN and field name WERKS: Navigate to the Values tab, and in the Char Value field, enter 1000, and as description Plant 1000: R2R_PURCH_REQ_TYPE - with NB: Navigate to the Addnl data tab and enter table name CEBAN and field name BSART. Page 32 of 87 SAP Fiori Apps for the SAP ERP Application MM Navigate to the Values tab, and in the Char Value field, enter NB, and as description Purchase Req: 13. Go to Edit Classes and create the class FGR_EBAN. Assign the characteristics R2R_PURCH_REQ_TYPE and R2R_PLANT. 14. Create a PR Release Strategy: Choose Set up procedure with classification. Go to Release Groups and create the following release group: Go to Release Code and create the following release code: Release indicator – No Change 15. Go to Release Strategies and create the following release strategy: © SAP SE Page 33 of 87 SAP Fiori Apps for the SAP ERP Application MM 16. Go to classification and enter the following values for the characteristics: 17. Save and go back. 18. Choose Workflow and select user (US) and enter the user who can approve purchase requisitions in your system: 19. Access transaction PFTC: 1. Choose workflow template and enter 00000038. 2. Go to the Triggering Events tab. 3. Activate the binding in the first line and save. 20. Access transaction SWDD : 1. Enter workflow WS00000038. © SAP SE Page 34 of 87 SAP Fiori Apps for the SAP ERP Application MM 2. In the Navigation Area, choose Release Requisition. 3. In the right part of the screen, enter task TS00007986. 4. Choose the Define Binding Autom. button. 5. Under Agents, select Rule and enter 00000148. 6. Choose the Define Binding Autom. button. 7. Choose the Agent Assignment button for this task. 8. On the Standard task: Maintain Agent Assignment screen, choose the Create Agent Assignment button: The app cannot be used for stock transfer purchase requisitions (Stock Transfer with Delivery (134)). The supported item categories for this app are: standard, service, and limit. In the standard SAP Best Practices Baseline Customizing, no approval for purchase requisitions has been set up. Therefore, the specific Customizing for this app will influence related Baseline scope items. © SAP SE Page 35 of 87 SAP Fiori Apps for the SAP ERP Application MM 4.6 My Purchasing Document Items 4.6.1 Description With the My Purchasing Document Items app, you can view purchase orders, scheduling agreements and contracts. 4.6.2 Key Features You can search across any relevant searchable fields such as material, purchasing group and supplier and so on. You can search by status such as overdue, confirmation missing and so on. Grouping feature that allows you to quickly see which documents belonging to a specific supplier and so on are relevant for processing in one go with all related documents 4.6.3 Business Purpose for My Purchasing Document Items This app can be seen as an enhancement of the existing SAP Best Practices Baseline scope items where purchase documents are created. The app allows you to display several items of information in a single interface: as purchaser, you need to identify which POs are not confirmed, are behind delivery schedule or are over-fulfilled without having to search various places. You need to be able to quickly find a PO by material, cost center and so on Under this assumption, this app can be used together with most of the MM scope items. 4.6.4 How to Access and Use the App 1. Launch the SAP Fiori system via the appropriate URL and log on with the appropriate user and password for the purchaser. 2. From the home page, choose the tile for My Purchasing Document Items. 3. You can search for the purchasing document via entering material, purchasing group etc. 4. You can display all document types or only POs , contracts and so on. 5. To group, for example, POs by material group, choose the Group By button in the upper right corner. 4.6.5 Configuration for Baseline Scope Items The following section includes a short checklist for the necessary configuration steps that are required for the activation and usage of the app. Details are described in the relevant configuration guides for the SAP Fiori Apps rapid-deployment solution and the SAP Fiori Infrastructure rapid-deployment solution. Additional documentation is available in the SAP Help Portal: http://help.sap.com/fiori_bs2013/helpdata/en/ff/83425323a71f37e10000000a423f68/content.htm? frameset=/en/ff/83425323a71f37e10000000a423f68/frameset.htm&current_toc=/en/ba/954353a5 31e647e10000000a441470/plain.htm&node_id=267 1. User role in the backend system via transaction PFCG: © SAP SE Page 36 of 87 SAP Fiori Apps for the SAP ERP Application MM Assign the necessary backend role for the My Purchasing Document Items Fiori app in the ERP system to the user used for the launchpad logon. For details, see Configuration Guide: Generic Enablement of SAP Fiori (MF1). My Purchasing Document Items SAP_MM_PURDOC_LIST_APP 2. Activation of gateway service in the SAP gateway server with transaction /IWFND/MAINT_SERVICE : For details on how to perform this step, see Generic Enablement of SAP Fiori (MF1)., chapter Activation of Gateway Service in SAP NetWeaver Gateway. Use the following values: Fiori App Name Field Name Entry Value My Purchasing Document Items System Alias <SYSTEM ALIAS of ERP> External Service Name ME2STAR_OD_SRV (1) 3. Activate gateway and UI5 services with transaction SICF in the gateway server: For details on how to perform this step, see Generic Enablement of SAP Fiori (MF1)., chapter Activate Gateway and UI5 Services. Fiori App Name Service Path Service Name My Purchasing Document Items sap → opu → odata → sap ME2STAR_OD_SRV (1) sap → bc → ui5_ui5 →sap /default_host/sap/bc/ui5_ui5/sap/mm_purd oc_list 4. Assign a user to the SAP Fiori launchpad For details on how to perform this step, see Generic Enablement of SAP Fiori (MF1)., chapter Assign a User to the SAP Fiori Launchpad. Use the following values: App My Purchasing Document Items Role SAP_MM_PURDOC_LIST_APP The role must be assigned to the user used during launchpad logon with transaction PFCG. The user needs to be maintained in the gateway server. Before configuring the app, you must ensure the following: The implementation must be based on SAP NetWeaver SP06 or higher. You must ensure that the business users who use the My Purchasing Document Items app have the authorizations required for displaying purchase orders, contracts and scheduling agreements in the SAP GUI. In addition, you can grant authorization to users so that they will see price information in purchase order items. You do not have to perform any changes in the Baseline customizing. © SAP SE Page 37 of 87 SAP Fiori Apps for the SAP ERP Application MM 4.7 Approve Service Entry Sheet 4.7.1 Description The app enables you to quickly and efficiently process the approval of service entry sheets entered by a service provider while away from your desk. Value, service location, service period, accounting data, service lines, notes and attachments can be quickly checked via this app in one go. 4.7.2 Key Features List of pending service entry sheets Display of all details relevant for approval decision Detailed business card of the creator of the service entry sheet Reject service entry sheets Search and sort function Approve service entry sheet Reject service entry sheet with a note 4.7.3 Business Purpose for Approve Service Entry Sheet This app can be seen as an enhancement of the existing SAP Best Practices Baseline scope items where service entry sheets are created. Under this assumption, this app can be used together with the following scope items: Consumable Purchasing (129) External Procurement of Services (209) 4.7.4 How to Access and Use the App 1. Launch the SAP Fiori system via the appropriate URL and log on with the appropriate user and password for the purchaser. 2. From the home page, choose the tile for Approve Service Entry Sheets. 3. In the search field on the left, you can search for a service entry sheet. The service entry sheet is then displayed on the right side of the app. A short text is displayed as key information, the business card of the service entry sheet creator, header details, fulfillment status: percentage of consumed value and consumed value. You can also display attachments linked to the service entry sheets. 4. You can now approve, reject or forward it by selecting the buttons in the lower right corner. 4.7.5 Configuration for Baseline Scope Items The following section includes a short checklist for the necessary configuration steps that are required for the activation and usage of the app. Details are described in the relevant © SAP SE Page 38 of 87 SAP Fiori Apps for the SAP ERP Application MM configuration guides for the SAP Fiori Apps rapid-deployment solution and the SAP Fiori Infrastructure rapid-deployment solution. Additional documentation is available in the SAP Help Portal: http://help.sap.com/fiori_bs2013/helpdata/en/64/1a96523ef7224fe10000000a445394/content.htm ?frameset=/en/ff/83425323a71f37e10000000a423f68/frameset.htm&current_toc=/en/ba/954353a 531e647e10000000a441470/plain.htm&node_id=251 1. User role in the backend system via transaction PFCG: Assign the necessary backend role for the Approve Service Entry Sheets Fiori app in the ERP system to the user used for the launchpad logon. For details, see Configuration Guide: Generic Enablement of SAP Fiori (MF1). Approve Service Entry Sheets SAP_MM_SES_APV_APP 2. Activation of gateway service in the SAP gateway server with transaction /IWFND/MAINT_SERVICE : For details on how to perform this step, see Generic Enablement of SAP Fiori (MF1)., chapter Activation of Gateway Service in SAP NetWeaver Gateway. Use the following values: Fiori App Name Field Name Entry Value Approve Service Entry Sheets System Alias <SYSTEM ALIAS of ERP> External Service Name MM_SES_APPROVE (Version 0001) 3. Activate gateway and UI5 services with transaction SICF in the gateway server: For details on how to perform this step, see Generic Enablement of SAP Fiori (MF1)., chapter Activate Gateway and UI5 Services. Fiori App Name Service Path Service Name Approve Service Entry Sheets sap → opu → odata → sap MM_SES_APPROVE (Version 0001) sap → bc → ui5_ui5 →sap MM_SES_APV — Description: Approve Service Entry Sheets 4. Assign a user to the SAP Fiori launchpad For details on how to perform this step, see Generic Enablement of SAP Fiori (MF1)., chapter Assign a User to the SAP Fiori Launchpad. Use the following values: App Approve Service Entry Sheets Role SAP_MM_SES_APV_APP The role must be assigned to the user used during launchpad logon with transaction PFCG. The user needs to be maintained in the gateway server. © SAP SE Page 39 of 87 SAP Fiori Apps for the SAP ERP Application MM You have to perform changes in the Baseline customizing: The existing release procedure for service in the Baseline customizing has to be modified: 1. Go to the SAP Customizing Implementation Guide (transaction SPRO): Materials Management → External Services Management → Define Release Procedure for Services Entry Sheet → Select Release Strategies → Change Release Strategy Y1: 2. Choose Classification and enter the order type NB. 3. Under Purchasing group, the group YQ4 is configured for this release procedure in the SAP Best Practices Baseline Customizing. Therefore, in the corresponding purchase order for services (with item category D), the purchase groups YQ4 has to be used when the PO is created. 4.8 Approve Supplier Invoice 4.8.1 Description With the transactional app Approve Supplier Invoices, you can display supplier invoices that are assigned to you by SAP Business Workflow. You can approve or reject the corresponding work item. If necessary, you can forward a work item to a different employee for further processing. You can use the standard workflow to approve completely parked incoming invoices. 4.8.2 Key Features List of invoices that need approval including search functionality Details of supplier invoice including attachment of the original invoice document Business card of responsible purchaser and invoice clerk for easy contact Reference to purchase order Add own notes to the approval process View history of previously approved and rejected invoices from the same supplier Approve, reject and forward invoices 4.8.3 Business Purpose for Approve Supplier Invoices This app can be seen as an enhancement of our existing SAP Best Practices Baseline scope items where supplier invoices are created. Under this assumption this app can be used together with the following scope items from the Baseline: Procurement without QM (130) Procurement Contract (133) Return to Vendor (136) Procurement of Third-party Resources (208) © SAP SE Page 40 of 87 SAP Fiori Apps for the SAP ERP Application MM External Procurement of Services (209) Subcontracting (138) Procurement and Consumption of Consigned Inventory (139) 4.8.4 How to Access and Use the App 1. Launch the SAP Fiori system via the appropriate URL and log on with the appropriate user and password for the purchaser. 2. From the home page, choose the tile for Approve Supplier Invoices. 3. In the Search field, you can search for a supplier invoice by entering related information, for example, supplier. The supplier invoice is then displayed on the right side. In the detail view, you can navigate between several tabs: Attachments You see a list of all files that are attached to the invoice document. Depending on your browser and settings, as well as the file type of the attachment, the attachment is displayed either in a new browser tab or in a window of a program corresponding to the file type. Notes You can add notes, which are displayed on the Notes tab with a time stamp. These notes are only attached to the work item of the app. Info You see information data. In the Purchase Order field, you see the purchase order number. If there is more than one purchase order, the total number is displayed as additional information (for example: (1 of 2)). History You see a list of invoices you received from the current supplier and that you have already approved. 4. You can now approve, reject or forward it by selecting the buttons in the lower right corner. 4.8.5 Configuration for Baseline Scope Items The following section includes a short checklist for the necessary configuration steps that are required for the activation and usage of the app. Details are described in the relevant configuration guides for the SAP Fiori Apps rapid-deployment solution and the SAP Fiori Infrastructure rapid-deployment solution. Additional documentation is available in the SAP Help Portal: http://help.sap.com/fiori_bs2013/helpdata/en/8b/98ef5249620375e10000000a44538d/content.ht m?frameset=/en/ff/83425323a71f37e10000000a423f68/frameset.htm&current_toc=/en/ba/95435 3a531e647e10000000a441470/plain.htm&node_id=298 © SAP SE Page 41 of 87 SAP Fiori Apps for the SAP ERP Application MM 1. User role in the backend system via transaction PFCG: Assign the necessary backend role for the Approve Supplier Invoices Fiori app in the ERP system to the user used for the launchpad logon. For details, see Configuration Guide: Generic Enablement of SAP Fiori (MF1). Approve Supplier Invoices SAP_MM_SES_APV_APP 2. Activation of gateway service in the SAP gateway server with transaction /IWFND/MAINT_SERVICE : For details on how to perform this step, see Generic Enablement of SAP Fiori (MF1)., chapter Activation of Gateway Service in SAP NetWeaver Gateway. Use the following values: Fiori App Name Field Name Entry Value Approve Supplier Invoices System Alias <SYSTEM ALIAS of ERP> External Service Name MM_SUPPLIER_INVOICE_APPROVE (1) 3. Activate gateway and UI5 services with transaction SICF in the gateway server: For details on how to perform this step, see Generic Enablement of SAP Fiori (MF1)., chapter Activate Gateway and UI5 Services. Fiori App Name Service Path Service Name Approve Supplier Invoices sap → opu → odata → sap MM_SUPPLIER_INVOICE_APPROVE (1) sap → bc → ui5_ui5 →sap MM_SUPPLINV_APV 4. Assign a user to the SAP Fiori launchpad For details on how to perform this step, see Generic Enablement of SAP Fiori (MF1)., chapter Assign a User to the SAP Fiori Launchpad. Use the following values: App Approve Supplier Invoices Role SAP_MM_SUPPLINV_APV_APP The role must be assigned to the user used during launchpad logon with transaction PFCG. The user needs to be maintained in the gateway server. The following Customizing has to be created for the app: You have specified the workflow tasks that are relevant for approving supplier invoices. You do this in Customizing for Materials Management under Logistics Invoice Verification → Apps for Logistics Invoice Verification → Approve Supplier Invoices → Specify Workflow Task IDs. © SAP SE To set up the standard workflow in your back-end system, you must assign a release group to the vendor and to the workflow agent, define the release Page 42 of 87 SAP Fiori Apps for the SAP ERP Application MM criteria, and activate the workflow for assigned agents. For more information, see Customizing activity Specify Workflow Task IDs. For the standard workflow and standard task, you can display the relevant invoices in the back-end system using the SAP Business Workplace transaction (SBWP). The invoices are grouped in the inbox according to the Invoice Parking: Approve Release task. For completely parked incoming invoices, you have created the following transactional backend data for the vendor assigned to the release group: You have created a purchase order (transaction ME21N). You have posted a goods receipt (transaction MIGO), if the master data requires it. You have parked the incoming invoice, saved as completed, and created an attachment (transaction MIR7). You have to perform the following changes in the SAP Best Practices Baseline Customizing: 1. Go to the SAP Customizing Implementation Guide (transaction SPRO): Logistics Invoice Verification → Define Release Criteria. Enter the following values. Note that BPINST corresponds to the user who is authorized to release supplier invoices in your system. 2. Choose Activate Workflow Template for Release for Posting 3. Choose Activate Event Linking. 4. Activate the workflow: © SAP SE Page 43 of 87 SAP Fiori Apps for the SAP ERP Application MM 5. Access transaction SWDD. Enter the workflow: WS20001004. 6. Select the step Invoice Release. 7. On the right part of the screen, choose the Control tab. 8. Enter the task: Task ID: TS20000881 9. Make sure that the binding exists: 10. In the Task Properties section, choose the yellow Agent assignment for task button. 11. Enter the user who is allowed to release parked supplier invoices in your system. 12. Save and go back. 13. Enter the release group 0001 into the vendor master data record of the respective vendors whose invoices should be released via the app: © SAP SE Page 44 of 87 SAP Fiori Apps for the SAP ERP Application MM 14. Save and go back. 5 Analytical Apps MM Be aware that the following settings (filters, dimensions, measures and so on) are examples. You should configure these analytical apps according to your business requirements and focus of interest. 5.1 SAP Smart Business Apps for Inventory Management 5.1.1 SAP Smart Business for Valuated Stock Value 5.1.1.1 Description With Valuated Stock Value, you can display the closing valuated stock value based on a specific end date. The closing stock enables you to get an overview of the distribution according to the dimensions plant, type of material, or product hierarchy. This information about the aggregated stock situation allows you to react in a timely manner. 5.1.1.2 Key Features Display the closing valuated stock value based on a specific end date. Get an overview of the distribution according to the dimensions plant, type of material, or product hierarchy. © SAP SE Page 45 of 87 SAP Fiori Apps for the SAP ERP Application MM Calculation Rule: The closing valuated stock value is the key date value at the end of a specific time frame. To determine the valuated stock, all relevant postings, for example, all goods movements or price changes, are considered. 5.1.1.3 Business Purpose This app can be seen as an enhancement of the existing SAP Best Practices Baseline scope items in which goods are received or issued. A warehouse manager, for example, can quickly get an overview about the current stock situation. You may consider using the Valuated Stock Value app for the following scope items: Procurement without QM (130) Stock Handling: Scrap and Blocked Stock (131) Return to Vendor (136) Procurement of Third-party Resources (208) Quality Management for Procurement with Vendor Evaluation (127) Procurement and Consumption of Consigned Inventory (139) Physical Inventory / Inventory Count & Adjustment (137) 5.1.1.4 How to Access and Use the App 1. Launch Fiori launchpad in your browser. (Example URL: https://[server]:[port]/sap/bc/ui5_ui5/ui2/ushell/shells/abap/FioriLaunchpad.html) 2. On the home screen, choose Show Groups at the upper left corner. A panel with all available groups appears on the left-hand side. 3. Choose the group you have created for this app, for example, SAP Smart Business Valuated Stock Value. All tiles you have configured for this app appear under this group. 4. If you have defined generic drill-down or custom drill-down for a tile, you can click the tile, which brings you to the drill-down app. If it is a generic drill-down, you can view the following information based on your configuration: If you have enabled KPI Header Details, you can view the warning and critical information prefilled from the KPI evaluation defined. You can also view a trend chart if you have enabled and defined time series. If you have enabled the filter functionality, you can find your specified filters which you can use to filter the views below. The views you have defined will also be displayed. If you have defined multiple views, you can use the dropdown box to switch between them. If it is a custom drill-down, you will be directed to a custom program that has been created. See also Business Process Description: Smart Business Apps based on SAP HANA Live (H10) © SAP SE Page 46 of 87 SAP Fiori Apps for the SAP ERP Application MM 5.1.1.5 Configuration for Baseline KPI Definition 1. Launch KPI modeler in your browser. (Example URL: https://[server]:[port]/sap/bc/ui5_ui5/sap/ca_kpi/modeler/index.html) 2. Choose the action menu in the bottom left corner. In the pop-up list, choose Add KPI. 3. On the Add New KPI screen, create the following entries: Field Name User Action and Values Mandatory Field KPI Code Technical ID, for example, ZVSVKPI X KPI Title The KPI Title appears in the launchpad later on X Semantic Object A Semantic Object is not needed Improvement Direction Indicates which kind of value of KPI is meaningful for the application (Maximizing/Minimizing/Target): Minimizing X Value Type Currency X OData Path Path of the XSOData service file: /sap/hba/r/ecc/odata/mm/im/kpi.xsodata X Measure Provide measure from Entity Set: ClsgVltdStockValInCoCodeCrcy_E X 4. Choose Save and Continue. Add Evaluation 1. Select the Evaluations button and select Add Evaluation. On the Add Evaluation screen, you can create or apply a variant, maintain parameters, thresholds, trends, and set authorizations for users. Field Name User Action and Values Variant ID Technical code, for example, ZVSVEVALUATION Variant Title Title of the variant Filter Settings Define a filter, for example, client Input Parameters You need to provide values for all defined input parameters from the Entity Set. Check if the values exist in the backend system. Add filter to: SAP Client, for example, 120 Plant, for example, 1000 Material, H11 © SAP SE Page 47 of 87 SAP Fiori Apps for the SAP ERP Application MM Add Input Parameter P_StartDate, for example, 01.01.2014 P_EndDate, for example, 01.01.2014 2. Choose Next to go to the screen and enter the Evaluation Text: Field Name User Action and Values Evaluation Text For example, Valuated Stock Value The Evaluation Text later appears on the tile in the launchpad. Scaling Factor Select the appropriate scaling factor based on the expected KPI value. Decimal Choose the appropriate decimal format, for example, 00.00 Unit For example, USD 3. Choose Next to go to the screen and enter the threshold:# Field Name User Action and Values Target Define a target, for example, 500 Improvement Direction For Improvement Direction Target, the attributes below can be maintained (optional). Warning High Indicates threshold value for KPI (is displayed yellow) Critical High Indicates threshold value for KPI (is displayed red) You have defined your target KPI with target value 500, you have set the “Warning High” to 550 and the “Critical High” to 600. This means, if the KPI value exceeds 500, the color code with which it is displayed is yellow. If the value exceeds 550, it is displayed red. 4. Choose Next. 5. On the Apply Trend screen, choose Activate and authorize. Select the users who should be able to use this KPI. 6. Choose Finish. 7. Activate the KPI. Go back to the home screen of the KPI modeler. Enter the KPI name in the Search field in the right upper corner and press Enter. Click the KPI tile. To activate the KPI, choose Activate. 8. To create visualization and tile type, open the menu to access Explore Visualizations in the lower left corner. 9. Select Explore Visualizations. Visualization can only be added for active KPIs and evaluations. 10. On the Manage Visualizations screen, select the corresponding evaluation on the left side of the screen. © SAP SE Page 48 of 87 SAP Fiori Apps for the SAP ERP Application MM 11. Choose Add Tile in the lower right corner. 12. In the Tile Type field, enter KPI Tile. 13. Select a tile format. Tile Type: for example, KPI Tile Tile Format: for example, Numeric Tile 14. Choose OK. Drill-Down Definition 1. Choose Drill Down and choose Configure Details in the lower right corner. On the Drill Down definition screen, create the following settings: Field Name User Action and Values Show As For example, Chart and Table Default View For example, Chart Select Type For example, Bar View Name Analyze Stock Value 1 Order By By Measure- Descending 2. Select Measures: ClsgVltdStockValInCoCodeCrcy_E, AvgVltdStockValInCoCodeCrcy_E, 3. Select Dimensions: Client, Plant, Material, Start_Date, End_Date Limit records to: 10 4. Activate KPI Header Details and Activate Filter by setting the switches to ON. 5. Define the Header Details by clicking KPI Header Details and Define Filter dimensions. 6. Save your drill-down configuration and leave the KPI modeler. 7. Display SAP Smart Business KPI in the Fiori launchpad: 1. Log on to the launchpad with the user that you assigned to the KPI. 2. Open the groups menu and create your own group (optional) 3. Open the tile catalog (make sure you have the necessary roles assigned to your user). 4. Search your tile with the KPI title you used during creation. 5. You can add tiles to your Fiori launchpad: o © SAP SE If you choose the + button. The tiles are added to My Home. Page 49 of 87 SAP Fiori Apps for the SAP ERP Application MM o If you drag and drop the tiles to a specific group. If you navigate back, the tile will appear on the launchpad start page. For more information, refer to the following configuration guides: service.sap.com/rds-shl → Find the content library: Configuration Guide: HANA Model Configuration – Smart Business Apps (H70) Configuration Guide: Smart Business Apps based on HANA Live Configuration (H71) Configuration Guide: SAP Smart Business for Inventory Management based on HANA Live (H76) 5.1.2 SAP Smart Business App Valuated Stock Quantity 5.1.2.1 Description With Valuated Stock Quantity, you can display the closing valuated stock quantity based on a specific end date. The closing stock enables you to get an overview of the distribution according to the dimensions plant, type of material, or product hierarchy. This information about the aggregated stock situation allows you to react in a timely manner. 5.1.2.2 Key Features Query View: sap.hab.r.ecc.MaterialValStockOnDateQuery Displays the closing valuated stock quantity on a specific end date Calculation Rule: The closing valuated stock quantity is the key date quantity at the end of a specific time frame. To determine the valuated stock, all relevant postings, for example, all goods movements, are considered. The point in time, in this case, the day on which a business process took place, is important to determine its share in the calculation result. This includes the calculation of average values and quantities. To get a realistic calculation of averages for all average inventories, a specific weighting approach is used in the Inventory Management KPIs: for the calculation of each business process, such as a goods receipt, the posting date is considered in relation to the number of days within the specific time frame. The posting date of the business process itself is considered with half a day. 5.1.2.3 Business Purpose This app can be seen as an enhancement of the existing SAP Best Practices Baseline scope items in which goods are received or issued. A warehouse manager, for example, can quickly get an overview about the current stock situation and reduce the quantity and costs. You may consider using the Valuated Stock Quantity app for the following scope items: Procurement without QM (130) Stock Handling: Scrap and Blocked Stock (131) © SAP SE Page 50 of 87 SAP Fiori Apps for the SAP ERP Application MM Return to Vendor (136) Procurement of Third-party Resources (208) Quality Management for Procurement with Vendor Evaluation (127) Procurement and Consumption of Consigned Inventory (139) Physical Inventory / Inventory Count & Adjustment (137) 5.1.2.4 How to Access and Use the App 1. Open Fiori launchpad in your browser. (Example URL: https://[server]:[port]/sap/bc/ui5_ui5/ui2/ushell/shells/abap/FioriLaunchpad.html) 2. On the home screen, choose Show Groups at the upper left corner. A panel with all available groups appears on the left-hand side. 3. Choose the group you have created for this app, for example, SAP Smart Business Valuated Stock Quantity. All tiles you have configured for this app appear under this group. 4. If you have defined generic drill-down or custom drill-down for a tile, you can click the tile, which brings you to the drill-down app. If it is a generic drill-down, you can view the following information based on your configuration: If you have enabled KPI Header Details, you can view the warning and critical information prefilled from the KPI evaluation defined. You can also view a trend chart if you have enabled and defined time series. If you have enabled the filter functionality, you can find your specified filters which you can use to filter the views below. The views you have defined will also be displayed. If you have defined multiple views, you can use the dropdown box to switch between them. If it is a custom drill-down, you will be directed to a custom program that has been created. See also Business Process Description: Smart Business Apps based on SAP HANA Live (H10) 5.1.2.5 Configuration for Baseline KPI Definition 1. Launch KPI modeler in your browser. (Example URL: https://[server]:[port]/sap/bc/ui5_ui5/sap/ca_kpi/modeler/index.html) 2. Choose the action menu in the bottom left corner. In the pop-up list, choose Add KPI. 3. On the Add New KPI screen, create the following entries: © SAP SE Page 51 of 87 SAP Fiori Apps for the SAP ERP Application MM Field Name User Action and Values Mandatory Field KPI Code Technical ID, for example, ZZVSQKPI X KPI Title Valuated Stock Quantity X The KPI Title later appears in the launchpad. Semantic Object A Semantic Object is not needed Improvement Direction Indicates which kind of value of KPI is meaningful for the application (Maximizing/Minimizing/Target): Minimizing X Value Type Quantity X OData Path Path of the XSOData service file: /sap/hba/r/ecc/odata/mm/im/kpi.xsodata X Measure Provide measure from Entity Set: ClsgVltdStockQtyInValnUnit X 4. Choose Save and Continue. Add Evaluation 1. Select the Evaluations button and select Add Evaluation. On the Add Evaluation screen, you can create or apply a variant, maintain parameters, thresholds, trends, and set authorizations for users. Field Name User Action and Values Variant ID Technical code, for example, ZVSQEVALUATION Variant Title Title of the variant, for example, VSQEVALUATION Filter Settings Define a filter, for example, client = 120, plant = 1000, material = H11, material type = HAWA Verify that the respective value exist in the backend system. Input Parameters You need to provide values for all defined input parameters from the Entity Set. Check if the values exist in the backend system. Add Input Parameter Start_Date, for example, 01.01.2014 End-Date, for example, 31.12.2014 2. Choose Next to go to the screen and enter the Evaluation Text: Field Name User Action and Values Evaluation Text For example, Valuated Stock Quantity The Evaluation Text later appears on the tile in the launchpad. Scaling Factor Select the appropriate scaling factor based on the expected KPI value. For example, Automatic Decimal Choose the appropriate decimal format, for example, for US 0.000 © SAP SE Page 52 of 87 SAP Fiori Apps for the SAP ERP Application MM For example, Piece Unit 3. Choose Next to go to the screen and enter the threshold:# Field Name User Action and Values Target Define a target, for example, 50 Improvement Direction For Improvement Direction Minimize, the attributes below can be maintained (optional). Warning High Indicates threshold value for KPI (is displayed yellow) Critical High Indicates threshold value for KPI (is displayed red) If your KPI is a minimizing KPI with target value 50, you have set the “Warning High” to 100 and the “Critical High” to 350. This means, if the KPI value exceeds 100, the color code with which it is displayed is yellow. If the value exceeds 350, it is displayed red. 4. Choose Next. 5. On the Apply Trend screen, choose Activate and authorize. Select the users who should be able to use this KPI, for example, BPINST. 6. Choose Finish. 7. Activate the KPI. Go back to the home screen of the KPI modeler. Enter the KPI name in the Search field in the right upper corner and press Enter. Click the KPI tile. To activate the KPI, choose Activate. 8. To create visualization and tile type, open the menu to access Explore Visualizations in the lower left corner. 9. Select Explore Visualizations. Visualization can only be added for active KPIs and evaluations. 10. On the Manage Visualizations screen, select the corresponding evaluation on the left side of the screen. 11. Choose Add Tile in the lower right corner. 12. In the Tile Type field, enter KPI Tile. 13. Select a tile format. Tile Type: for example, KPI Tile Tile Format: for example, Numeric Tile 14. Choose OK. Drill-Down Definition © SAP SE Page 53 of 87 SAP Fiori Apps for the SAP ERP Application MM 1. Choose Drill Down and choose Configure Details in the lower right corner. On the Drill Down definition screen, create the following settings: Field Name User Action and Values Show As For example, Chart Default View For example, Chart Select Type For example, Bar View Name Analyze Stock Quantity 1 Order By By Measure- Ascending 2. Select Measures: ClsgVltdStockQtyInValnUnit, AvgVltdStockQtyInValnUnit 3. Select Dimensions: Client, Plant, Material, Start_Date, End_Date Limit records to: 10 4. Activate KPI Header Details and Activate Filter by setting the switches to ON. 5. To define the Header Details, choose KPI Header Details. Select Material and select the filter dimensions: choose Plant, Material, Start Date, End Date. 6. Save your drill-down configuration and leave the KPI modeler. 7. Display SAP Smart Business KPI in the Fiori launchpad: 1. Log on to the launchpad with the user that you assigned to the KPI. 2. Open the groups menu and create your own group (optional) 3. Open the tile catalog (make sure you have the necessary roles assigned to your user). 4. Search your tile with the KPI title you used during creation. 5. You can add tiles to your Fiori launchpad: o If you choose the + button. The tiles are added to My Home. o If you drag and drop the tiles to a specific group. If you navigate back, the tile will appear on the launchpad start page. For more information, refer to the following configuration guides: service.sap.com/rds-shl → Find the content library: Configuration Guide: HANA Model Configuration – Smart Business Apps (H70) Configuration Guide: Smart Business Apps based on HANA Live Configuration (H71) Configuration Guide: SAP Smart Business for Inventory Management based on HANA Live (H76) © SAP SE Page 54 of 87 SAP Fiori Apps for the SAP ERP Application MM 5.1.3 SAP Smart Business App Range of Coverage 5.1.3.1 Description With Range of Coverage, you can determine how long your company can manage with the current stock, based on the determined consumption of stock in the past. 5.1.3.2 Key Features Query view: sap.hba.r.ecc.MaterialValStockQuantityRngeOfCvrgQuery Displays the range of coverage based on the current valuated stock quantity on a specific end date. 5.1.3.3 Business Purpose This calculation enables warehouse managers to avoid critical situations, for example, an impending shortfall regarding the range of coverage for a specific material. This app makes sense in the Baseline scope items where stock is consumed or issued. Calculation Rule: Range of Coverage is the relation between the current valuated stock quantity divided by the average consumption per day. You may consider using this app for the following scope items: Procurement without QM Stock Handling: Scrap and Blocked Stock Stock Transfer with Delivery Stock Transfer without Delivery Return to Vendor Physical Inventory / Inventory Count and Adjustment Procurement and Consumption of Consigned Inventory 5.1.3.4 How to Access and Use the App 1. Open Fiori launchpad in your browser. (Example URL: https://[server]:[port]/sap/bc/ui5_ui5/ui2/ushell/shells/abap/FioriLaunchpad.html) 2. On the home screen, choose Show Groups at the upper left corner. A panel with all available groups appears on the left-hand side. 3. Choose the group you have created for this app, for example, SAP Smart Business Range of Coverage. All tiles you have configured for this app appear under this group. 4. If you have defined generic drill-down or custom drill-down for a tile, you can click the tile, which brings you to the drill-down app. © SAP SE Page 55 of 87 SAP Fiori Apps for the SAP ERP Application MM If it is a generic drill-down, you can view the following information based on your configuration: If you have enabled KPI Header Details, you can view the warning and critical information prefilled from the KPI evaluation defined. You can also view a trend chart if you have enabled and defined time series. If you have enabled the filter functionality, you can find your specified filters which you can use to filter the views below. The views you have defined will also be displayed. If you have defined multiple views, you can use the dropdown box to switch between them. If it is a custom drill-down, you will be directed to a custom program that has been created. See also Business Process Description: Smart Business Apps based on SAP HANA Live (H10) 5.1.3.5 Configuration for Baseline KPI Definition 1. Launch KPI modeler in your browser. (Example URL: https://[server]:[port]/sap/bc/ui5_ui5/sap/ca_kpi/modeler/index.html) 2. Choose the action menu in the bottom left corner. In the pop-up list, choose Add KPI. 3. On the Add New KPI screen, create the following entries: Field Name User Action and Values Mandatory Field KPI Code Technical ID, for example, ZROCKPI X KPI Title Range of Coverage X The KPI Title later appears in the launchpad. Semantic Object A Semantic Object is not needed Improvement Direction Indicates which kind of value of KPI is meaningful for the application (Maximizing/Minimizing/Target): Maximizing X Value Type Number X OData Path Path of the XSOData service file: /sap/hba/r/ecc/odata/mm/im/kpi.xsodata X Entity Set Name of the OData Entity Set: MaterialValStockQuantityRngeOfCvrgQuery X Measure Provide measure from Entity Set: RangeOfCoverageInDays X 4. Choose Save and Continue. © SAP SE Page 56 of 87 SAP Fiori Apps for the SAP ERP Application MM Add Evaluation 1. Select the Evaluations button and select Add Evaluation. On the Add Evaluation screen, you can create or apply a variant, maintain parameters, thresholds, trends, and set authorizations for users. Field Name User Action and Values Variant ID Technical code, for example, ZROCEVALUATION Variant Title Range of coverage Filter Settings Define a filter, for example, a specific purchasing organization. Verify that the respective value exists in the backend system. Input Parameters You need to provide values for all defined input parameters from the Entity Set. Check if the values exist in the backend system. Add filter to: SAP Client, for example, 120 (Plant, for example, 1100; Material, H10; it depends if you want to have an average value over all materials or if you want to focus on one material, for example) Add Input Parameter P_StartDate equal to, for example, 20140101 P_MaximumRngeOfCvrgInDays equal to, for example, 100 P_EndDate equal to, for example, 20141231 2. Choose Next to go to the screen and enter the Evaluation Text: Field Name User Action and Values Evaluation Text For example, Range of Coverage The Evaluation Text later appears on the tile in the launchpad. Scaling Factor Select the appropriate scaling factor based on the expected KPI value. Decimal Choose the appropriate decimal format, for example, 00.00 Unit For example, Days 3. Choose Next to go to the screen and enter the threshold:# Field Name User Action and Values Target Define a target, for example, 500 days Improvement Direction For Improvement Direction Maximize, the attributes below can be maintained (optional). Warning High Indicates threshold value for KPI (is displayed yellow) Critical High Indicates threshold value for KPI (is displayed red) If your KPI is a maximizing KPI with target value 50, you have set the “Warning High” to 100 and the “Critical High” to 350. This means, if the KPI value exceeds 100, the © SAP SE Page 57 of 87 SAP Fiori Apps for the SAP ERP Application MM color code with which it is displayed is yellow. If the value exceeds 350, it is displayed red. 4. Choose Next. 5. On the Apply Trend screen, choose Activate and authorize. Select the users who should be able to use this KPI. 6. Choose Finish. 7. Activate the KPI. Go back to the home screen of the KPI modeler. Enter the KPI name in the Search field in the right upper corner and press Enter. Click the KPI tile. To activate the KPI, choose Activate. 8. To create visualization and tile type, open the menu to access Explore Visualizations in the lower left corner. 9. Select Explore Visualizations. Visualization can only be added for active KPIs and evaluations. 10. On the Manage Visualizations screen, select the corresponding evaluation on the left side of the screen. 11. Choose Add Tile in the lower right corner. 12. In the Tile Type field, enter KPI Tile. 13. Select a tile format. Tile Type: for example, KPI Tile Tile Format: for example, Numeric Tile 14. Choose OK. Drill-Down Definition 1. Choose Drill Down and choose Configure Details in the lower right corner. On the Drill Down definition screen, create the following settings: Field Name User Action and Values Show As For example, Chart and Table Default View For example, Chart Select Type For example, Bar View Name Analyze Range of Coverage Order By By Measure- Descending 2. Select Measures: RangeOfCoverageInDays 3. Select Dimensions: Client, Plant, Material, Start_Date, End_Date © SAP SE Page 58 of 87 SAP Fiori Apps for the SAP ERP Application MM Limit records to: 10 4. Activate KPI Header Details and Activate Filter by setting the switches to ON. 5. To define the Header Details, choose KPI Header Details. Enter, for example, End Date and select the filter dimensions: choose Plant, Material, Start Date, End Date. 6. Save your drill-down configuration and leave the KPI modeler. 7. Display SAP Smart Business KPI in the Fiori launchpad: 1. Log on to the launchpad with the user that you assigned to the KPI. 2. Open the groups menu and create your own group (optional) 3. Open the tile catalog (make sure you have the necessary roles assigned to your user). 4. Search your tile with the KPI title you used during creation. 5. You can add tiles to your Fiori launchpad: o If you choose the + button. The tiles are added to My Home. o If you drag and drop the tiles to a specific group. If you navigate back, the tile will appear on the launchpad start page. For more information, refer to the following configuration guides: service.sap.com/rds-shl → Find the content library: Configuration Guide: HANA Model Configuration – Smart Business Apps (H70) Configuration Guide: Smart Business Apps based on HANA Live Configuration (H71) Configuration Guide: SAP Smart Business for Inventory Management based on HANA Live (H76) 5.1.4 SAP Smart Business App Inventory Turnover 5.1.4.1 Description With Inventory Turnover, you can determine how often the average material was destocked and restocked in a specific time frame. A high inventory turnover indicates that materials are not in storage for a long time and that storage costs are low. With this KPI, you receive important information about special materials or material groups. 5.1.4.2 Key Features Query view: sap.hab.r.ecc.MaterialValStockValueTurnoverQuery Displays the inventory turnover based on the current valuated stock value within a specific time frame Calculation rule: © SAP SE Page 59 of 87 SAP Fiori Apps for the SAP ERP Application MM Inventory Turnover is the relation between the average consumption divided by the average valuated stock value. The average consumption is the total consumption divided by the number of days within a specific time frame. The point in time, in this case, the day on which a business process took place, is important to determine its share in the calculation result. This includes the calculation of average values and quantities. To get a realistic calculation of averages for all average inventories, a specific weighting approach is used in the Inventory Management KPIs: for the calculation of each business process, such as a goods receipt, the posting date is considered in relation to the number of days within the specific time frame. The posting date of the business process itself is considered with half a day 5.1.4.3 Business Purpose You may use this app for all scope items in which goods are received, issued, and restocked; for example: Procurement without QM Stock Handling: Scrap and Blocked Stock Stock Transfer with Delivery Stock Transfer without Delivery Return to Vendor Physical Inventory / Inventory Count and Adjustment Procurement and Consumption of Consigned Inventory 5.1.4.4 How to Access and Use the App 1. Open Fiori launchpad in your browser. (Example URL: https://[server]:[port]/sap/bc/ui5_ui5/ui2/ushell/shells/abap/Fiorilaunchpad.html) 2. On the home screen, choose Show Groups at the upper left corner. A panel with all available groups appears on the left-hand side. 3. Choose the group you have created for this app, for example, SAP Smart Business Inventory Turnover. All tiles you have configured for this app appear under this group. 4. If you have defined generic drill-down or custom drill-down for a tile, you can click the tile, which brings you to the drill-down app. If it is a generic drill-down, you can view the following information based on your configuration: If you have enabled KPI Header Details, you can view the warning and critical information prefilled from the KPI evaluation defined. You can also view a trend chart if you have enabled and defined time series. If you have enabled the filter functionality, you can find your specified filters which you can use to filter the views below. © SAP SE Page 60 of 87 SAP Fiori Apps for the SAP ERP Application MM The views you have defined will also be displayed. If you have defined multiple views, you can use the dropdown box to switch between them. If it is a custom drill-down, you will be directed to a custom program that has been created. See also Business Process Description: Smart Business Apps based on SAP HANA Live (H10) 5.1.4.5 Configuration for Baseline KPI Definition 1. Launch KPI modeler in your browser. (Example URL: https://[server]:[port]/sap/bc/ui5_ui5/sap/ca_kpi/modeler/index.html) 2. Choose the action menu in the bottom left corner. In the pop-up list, choose Add KPI. 3. On the Add New KPI screen, create the following entries: Field Name User Action and Values Mandatory Field KPI Code Technical ID, for example, ZIVTKPI X KPI Title Inventory Turnover X The KPI Title later appears in the launchpad. Semantic Object A Semantic Object is not needed Improvement Direction Indicates which kind of value of KPI is meaningful for the application (Maximizing/Minimizing/Target): Maximizing X Value Type Number X OData Path Path of the XSOData service file: /sap/hba/r/ecc/odata/mm/im/kpi.xsodata X Entity Set Name of the OData Entity Set: MaterialValStockValueTurnoverQuery X Measure Provide measure from Entity Set: InventoryTurnover X 4. Choose Save and Continue. Add Evaluation 1. Select the Evaluations button and select Add Evaluation. On the Add Evaluation screen, you can create or apply a variant, maintain parameters, thresholds, trends, and set authorizations for users. Field Name User Action and Values Variant ID Technical code, for example, ZIVTEVALUATION Variant Title Inventory Turnover © SAP SE Page 61 of 87 SAP Fiori Apps for the SAP ERP Application MM Filter Settings Define a filter, for example, a specific purchasing organization. Verify that the respective value exists in the backend system. Input Parameters You need to provide values for all defined input parameters from the Entity Set, for example, client. Check if the values exist in the backend system. Add filter to: SAPClient (Plant, Material, in case you want to focus on a certain material and plant or if you want to have an average value over all materials) Add Input Parameter P_StartDate equal to, for example, 20130101 P_EndDate equal to, for example, 20141231 2. Choose Next to go to the screen and enter the Evaluation Text: Field Name User Action and Values Evaluation Text For example, Inventory Turnover The Evaluation Text later appears on the tile in the launchpad. Scaling Factor Select the appropriate scaling factor based on the expected KPI value. Decimal Choose the appropriate decimal format, for example, 00.00 Unit For example, Number 3. Choose Next to go to the screen and enter the threshold:# Field Name User Action and Values Target Define a target, for example, 500 Improvement Direction For Improvement Direction Maximize, the attributes below can be maintained (optional). Warning High Indicates threshold value for KPI (is displayed yellow) Critical High Indicates threshold value for KPI (is displayed red) If your KPI is a maximizing KPI with target value 50, you have set the “Warning High” to 100 and the “Critical High” to 350. This means, if the KPI value exceeds 100, the color code with which it is displayed is yellow. If the value exceeds 350, it is displayed red. 4. Choose Next. 5. On the Apply Trend screen, choose Activate and authorize. Select the users who should be able to use this KPI. 6. Choose Finish. 7. Activate the KPI. Go back to the home screen of the KPI modeler. Enter the KPI name in the Search field in the right upper corner and press Enter. Click the KPI tile. To activate the KPI, choose Activate. © SAP SE Page 62 of 87 SAP Fiori Apps for the SAP ERP Application MM 8. To create visualization and tile type, open the menu to access Explore Visualizations in the lower left corner. 9. Select Explore Visualizations. Visualization can only be added for active KPIs and evaluations. 10. On the Manage Visualizations screen, select the corresponding evaluation on the left side of the screen. 11. Choose Add Tile in the lower right corner. 12. In the Tile Type field, enter KPI Tile. 13. Select a tile format. Tile Type: for example, KPI Tile Tile Format: for example, Numeric Tile 14. Choose OK. Drill-Down Definition 1. Choose Drill Down and choose Configure Details in the lower right corner. On the Drill Down definition screen, create the following settings: Field Name User Action and Values Show As For example, Chart and Table Default View For example, Chart Select Type For example, Bar View Name Analyse Inventory Turnover Order By By Measure- Descending 2. Select Measures: InventoryTurnover 3. Select Dimensions: Client, Plant, Material, Start_Date, End_Date 4. Activate KPI Header Details and Activate Filter by setting the switches to ON. 5. To define the Header Details, choose KPI Header Details. Select Material and select the filter dimensions: choose Plant, Material. 6. Save your drill-down configuration and leave the KPI modeler. 7. Display SAP Smart Business KPI in the Fiori launchpad: 1. Log on to the launchpad with the user that you assigned to the KPI. 2. Open the groups menu and create your own group (optional) 3. Open the tile catalog (make sure you have the necessary roles assigned to your user). 4. Search your tile with the KPI title you used during creation. © SAP SE Page 63 of 87 SAP Fiori Apps for the SAP ERP Application MM 5. You can add tiles to your Fiori launchpad: o If you choose the + button. The tiles are added to My Home. o If you drag and drop the tiles to a specific group. If you navigate back, the tile will appear on the launchpad start page. For more information, refer to the following configuration guides: service.sap.com/rds-shl → Find the content library: Configuration Guide: HANA Model Configuration – Smart Business Apps (H70) Configuration Guide: Smart Business Apps based on HANA Live Configuration (H71) Configuration Guide: SAP Smart Business for Inventory Management based on HANA Live (H76) 5.2 SAP Smart Business Apps for Purchasing 5.2.1 SAP Smart Business App Non Managed Spend 5.2.1.1 Description With Non-Managed Spend, you can display the spend for suppliers that was not matched to a purchase order as a percentage of the total spend. Keeping the spend that has not gone through your purchasing organization low is desirable. 5.2.1.2 Key Features Query view: sap.hba.ecc.NonManagedPurchasingSpendQuery Calculation rule: This KPI determines the sum (without taxes) paid to suppliers without a purchase order reference in relation to the total spend for suppliers. The calculation is based on accounting documents. 5.2.1.3 Business Purpose This app analyzes the total invoice spend that is not associated with a purchase order. This is important as it shows which purchases are conducted in the company which did not follow the defined, standard purchasing processes without the creation of a purchase requisition or the creation of a purchase order. You may consider using this app for the following scope items: Consumable Purchasing (129) Procurement without QM (130) Procurement of Third-Party Resources (208) External Procurement of Services (209) © SAP SE Page 64 of 87 SAP Fiori Apps for the SAP ERP Application MM 5.2.1.4 How to Access and Use the App 1. Open Fiori launchpad in your browser. (Example URL: https://[server]:[port]/sap/bc/ui5_ui5/ui2/ushell/shells/abap/FioriLaunchpad.html) 2. On the home screen, choose Show Groups at the upper left corner. A panel with all available groups appears on the left-hand side. 3. Choose the group you have created for this app, for example, SAP Smart Business NonManaged Spend. All tiles you have configured for this app appear under this group. 4. If you have defined generic drill-down or custom drill-down for a tile, you can click the tile, which brings you to the drill-down app. If it is a generic drill-down, you can view the following information based on your configuration: If you have enabled KPI Header Details, you can view the warning and critical information prefilled from the KPI evaluation defined. You can also view a trend chart if you have enabled and defined time series. If you have enabled the filter functionality, you can find your specified filters which you can use to filter the views below. The views you have defined will also be displayed. If you have defined multiple views, you can use the dropdown box to switch between them. If it is a custom drill-down, you will be directed to a custom program that has been created. See also Business Process Description: Smart Business Apps based on SAP HANA Live (H10) 5.2.1.5 Configuration for Baseline KPI Definition 1. Launch KPI modeler in your browser. (Example URL: https://[server]:[port]/sap/bc/ui5_ui5/sap/ca_kpi/modeler/index.html) 2. Choose the action menu in the bottom left corner. In the pop-up list, choose Add KPI. 3. On the Add New KPI screen, create the following entries: Field Name User Action and Values Mandatory Field KPI Code Technical ID, for example, ZNMSKPI X KPI Title The KPI Title later appears in the launchpad. X Semantic Object A Semantic Object is not needed Improvement Direction Indicates which kind of value of KPI is meaningful for the application (Maximizing/Minimizing/Target): Minimizing X Value Type Quantity X © SAP SE Page 65 of 87 SAP Fiori Apps for the SAP ERP Application MM OData Path Path of the XSOData service file: /sap/hba/r/ecc/odata/mm/pur/ PurchaseContractQueries.xsodata X Entity Set Name of the OData Entity Set: NonManagedPurchasingSpend X Measure Provide measure from Entity Set: NonManagedSpendInPct X 4. Choose Save and Continue. Add Evaluation 1. On the Add Evaluation screen, you can create or apply a variant; maintain parameters, thresholds, trends; and set authorizations for users. Field Name User Action and Values Variant ID Technical code, for example, ZNMSEVALUATION Variant Title Title of the variant Filter Settings You can define a filter, for example, a specific purchasing organization. Verify that it exists in the backend system. Input Parameters You need to provide values for all defined input parameters from the Entity Set, for example, client. Verify that the values exist in the backend system. Add filter to SAPClient, for example, 120 FiscalYear, for example, 2014 Add Input Parameter P_DisplayCurrency Equal to <Display Currency>, for example, USD P_HorizonForSelectionInDays Equal to <Days>, for example, 300 P_SAPClient, 120 2. Choose Next and make the following entries: Field Name User Action and Values Evaluation Text Non-Managed Spend The Evaluation Text appears on the tile in the launchpad. Scaling Factor Select the appropriate scaling factor based on the expected KPI value. Decimal Choose appropriate decimal format, for example, 00.00 Unit % Choose Next to enter the threshold. Field Name User Action and Values Target For example, 50 documents © SAP SE Page 66 of 87 SAP Fiori Apps for the SAP ERP Application MM Improvement Direction For Improvement Direction Minimize, the attributes below can be maintained (optional). Warning High Indicates threshold value for KPI (is displayed yellow) Critical High Indicates threshold value for KPI (is displayed red) You have defined your KPI as a minimizing KPI with target value 50, you have set the “Warning High” to 100 and the “Critical High” to 350. This means, if the KPI value exceeds 100, the color code with which it is displayed is yellow. If the value exceeds 350, it is displayed red. 5. Choose Next. 6. On the Apply Trend screen, choose Activate and authorize. Select the users who should be able to use this KPI. 7. Choose Finish. 8. Activate the KPI. Go back to the home screen of the KPI modeler. Enter the KPI name in the Search field in the right upper corner and press Enter. Click the KPI tile. To activate the KPI, choose Activate. 9. To create visualization and tile type, open the menu to access Explore Visualizations in the lower left corner. 10. Select Explore Visualizations. Visualization can only be added for active KPIs and evaluations. 11. On the Manage Visualizations screen, select the corresponding evaluation on the left side of the screen. 12. Choose Add Tile in the lower right corner. 13. In the Tile Type field, enter KPI Tile. 14. Select a tile format. Tile Type: for example, KPI Tile Tile Format: for example, Numeric Tile 15. Choose OK. Drill-Down Definition 1. Choose Drill Down and choose Configure Details in the lower right corner. On the Drill Down definition screen, create the following settings: Field Name User Action and Values Show As For example, Chart and Table © SAP SE Page 67 of 87 SAP Fiori Apps for the SAP ERP Application MM Default View For example, Chart Select Type For example, Bar View Name Analyze Non-managed Spend 1 Order By By Measure- Descending 2. Select Measures: NonManagedSpendAmtInPct 3. Select Dimensions: CreatedbyuserFullName Year week Client Vendor Cost Center Limit records to 10 4. Activate KPI Header Details and Activate Filter by setting the switches to ON. 5. To define the Header Details, choose KPI Header Details. Select, for example, Year month and select the filter dimensions: choose Vendor YearMonth, CreatedbyuserFullName. 6. Save your drill-down configuration and leave the KPI modeler. 7. Display SAP Smart Business KPI in the Fiori launchpad: 1. Log on to the launchpad with the user that you assigned to the KPI. 2. Open the groups menu and create your own group (optional) 3. Open the tile catalog (make sure you have the necessary roles assigned to your user). 4. Search your tile with the KPI title you used during creation. 5. You can add tiles to your Fiori launchpad: o If you choose the + button. The tiles are added to My Home. o If you drag and drop the tiles to a specific group. If you navigate back, the tile will appear on the launchpad start page. For more information, refer to the following configuration guides: service.sap.com/rds-shl → Find the content library: Configuration Guide: HANA Model Configuration – Smart Business Apps (H70) Configuration Guide: Smart Business Apps based on HANA Live Configuration (H71) Configuration Guide: SAP Smart Business for Purchasing based on HANA Live (H77) © SAP SE Page 68 of 87 SAP Fiori Apps for the SAP ERP Application MM 5.2.2 SAP Smart Business App Contract Usage 5.2.2.1 Description With Contract Usage, you can compare the expected release amount against the actual release amount of contracts in a specific time frame. 5.2.2.2 Key Features With Contract Usage, you can find the following: The expected amount compared to the released amount in percent The expected amount in the display currency The released amount in the display currency The target amount in the display currency Calculation rule for quantity contracts and value contracts: The expected release amount is calculated proportionally to the specified time frame and the target release amount of the contract. The percentage corresponds to the release amount in proportion to the expected release amount. The target amount of the contract either corresponds to the target amount of the contract header, or to the sum of all item amounts. If amounts are defined both on header and on item level, the smaller amount is used. If amounts are defined only on header or on item level, the defined amount is used. 5.2.2.3 Business Purpose This app compares the planned/expected contract release amount with the current release amount in a specified time frame. You may use this app for the following scope item: Procurement Contract (133) 5.2.2.4 How to Access and Use the App 1. Open Fiori launchpad in your browser. (Example URL: https://[server]:[port]/sap/bc/ui5_ui5/ui2/ushell/shells/abap/FioriLaunchpad.html) 2. On the home screen, choose Show Groups at the upper left corner. A panel with all available groups appears on the left-hand side. 3. Choose the group you have created for this app, for example, SAP Smart Business Contract Usage. All tiles you have configured for this app appear under this group. 4. If you have defined generic drill-down or custom drill-down for a tile, you can click the tile, which brings you to the drill-down app. If it is a generic drill-down, you can view the following information based on your configuration: If you have enabled KPI Header Details, you can view the warning and critical information prefilled from the KPI evaluation defined. You can also view a trend chart if you have enabled and defined time series. © SAP SE Page 69 of 87 SAP Fiori Apps for the SAP ERP Application MM If you have enabled the filter functionality, you can find your specified filters which you can use to filter the views below. The views you have defined will also be displayed. If you have defined multiple views, you can use the dropdown box to switch between them. If it is a custom drill-down, you will be directed to a custom program that has been created. See also Business Process Description: Smart Business Apps based on SAP HANA Live (H10) 5.2.2.5 Configuration for Baseline KPI Definition 1. Launch KPI modeler in your browser. (Example URL: https://[server]:[port]/sap/bc/ui5_ui5/sap/ca_kpi/modeler/index.html) 2. Choose the action menu in the bottom left corner. In the pop-up list, choose Add KPI. 3. On the Add New KPI screen, create the following entries: Field Name User Action and Values Mandatory Field KPI Code Technical ID, for example, ZCUKPI X KPI Title The KPI Title later appears in the launchpad. X Semantic Object A Semantic Object is not needed Improvement Direction Indicates which kind of value of KPI is meaningful for the application (Maximizing/Minimizing/Target): Minimizing X Value Type Number X OData Path Path of the XSOData service file: /sap/hba/r/ecc/odata/mm/pur/ PurchaseContractQueries.xsodata X Entity Set Name of the OData Entity Set: X PurchaseContractUtilization Measure Provide measure from Entity Set: X ReleasedAmtInPct 4. Choose Save and Continue. Add Evaluation 1. Select the Evaluations button and select Add Evaluation. On the Add Evaluation screen, you can create or apply a variant, maintain parameters, thresholds, trends, and set authorizations for users. Field Name User Action and Values Variant ID Technical code, for example, ZCUEVCALUATION © SAP SE Page 70 of 87 SAP Fiori Apps for the SAP ERP Application MM Variant Title Contract Usage Filter Settings Define a filter, for example, a specific purchasing organization. Verify that the respective value exists in the backend system. Input Parameters You need to provide values for all defined input parameters from the Entity Set, for example, client. Check if the values exist in the backend system. Add filter to: SAP Client, for example, 120 Purchasing Organisation, for example, 1000 Add Input Parameter P_SAPClient, for example, 120 P_EvaluationTimeFrameInDays, for example, 365 P_DisplayCurrency, for example, USD 2. Choose Next to go to the screen and enter the Evaluation Text: Field Name User Action and Values Evaluation Text For example, Contract Usage The Evaluation Text later appears on the tile in the launchpad. Scaling Factor Select the appropriate scaling factor based on the expected KPI value. Decimal Choose the appropriate decimal format, for example, 00.00 Unit For example, % 3. Choose Next to go to the screen and enter the threshold:# Field Name User Action and Values Target Define a target, for example, 50 Improvement Direction For Improvement Direction Minimize, the attributes below can be maintained (optional). Warning High Indicates threshold value for KPI (is displayed yellow) Critical High Indicates threshold value for KPI (is displayed red) If your KPI is a minimizing KPI with target value 50, you have set the “Warning High” to 100 and the “Critical High” to 350. This means, if the KPI value exceeds 100, the color code with which it is displayed is yellow. If the value exceeds 350, it is displayed red. 4. Choose Next. 5. On the Apply Trend screen, choose Activate and authorize. Select the users who should be able to use this KPI. 6. Choose Finish. 7. Activate the KPI. © SAP SE Page 71 of 87 SAP Fiori Apps for the SAP ERP Application MM Go back to the home screen of the KPI modeler. Enter the KPI name in the Search field in the right upper corner and press Enter. Click the KPI tile. To activate the KPI, choose Activate. 8. To create visualization and tile type, open the menu to access Explore Visualizations in the lower left corner. 9. Select Explore Visualizations. Visualization can only be added for active KPIs and evaluations. 10. On the Manage Visualizations screen, select the corresponding evaluation on the left side of the screen. 11. Choose Add Tile in the lower right corner. 12. In the Tile Type field, enter KPI Tile. 13. Select a tile format. Tile Type: for example, KPI Tile Tile Format: for example, Numeric Tile 14. Choose OK. Drill-Down Definition 1. Choose Drill Down and choose Configure Details in the lower right corner. On the Drill Down definition screen, create the following settings: Field Name User Action and Values Show As For example, Chart and Table Default View For example, Chart Select Type For example, Bar View Name Analyze Contract Usage Order By By Measure- Descending 2. Select Measures: ReleaseAmmountInPct 3. Select Dimensions: Client Purchasing Organization Limit records to 10 4. Activate KPI Header Details and Activate Filter by setting the switches to ON. © SAP SE Page 72 of 87 SAP Fiori Apps for the SAP ERP Application MM 5. To define the Header Details, choose KPI Header Details. Select Purchase Contract and select the filter dimensions: choose Vendor, Purchase Contract. 6. Save your drill-down configuration and leave the KPI modeler. 7. Display SAP Smart Business KPI in the Fiori launchpad: 1. Log on to the launchpad with the user that you assigned to the KPI. 2. Open the groups menu and create your own group (optional) 3. Open the tile catalog (make sure you have the necessary roles assigned to your user). 4. Search your tile with the KPI title you used during creation. 5. You can add tiles to your Fiori launchpad: o If you choose the + button. The tiles are added to My Home. o If you drag and drop the tiles to a specific group. If you navigate back, the tile will appear on the launchpad start page. For more information, refer to the following configuration guides: service.sap.com/rds-shl → Find the content library: Configuration Guide: HANA Model Configuration – Smart Business Apps (H70) Configuration Guide: Smart Business Apps based on HANA Live Configuration (H71) Configuration Guide: SAP Smart Business for Purchasing based on HANA Live (H77) 5.2.3 SAP Smart Business App Off Contract Spend 5.2.3.1 Description With Off-Contract Spend, you can analyze the total spend amount in relation to purchase orders that do not have a contract reference. For some items, no negotiated pricing or blanket purchase agreement is in place when they are purchased. These items are defined as non-contract purchases. You can use this KPI to measure the percentage of purchases made without any contract being in place. This is important so that you can keep the rate of off-contract spend low. 5.2.3.2 Key Features Query view: sap.hba.eccPurchasingSpendOffContractQuery Calculation rule: To determine the percentage of your purchasing spend that has no contract reference within a specific time frame, the total net amount of purchase order items made without a contract reference is compared to the total net amount of purchase order items. © SAP SE Page 73 of 87 SAP Fiori Apps for the SAP ERP Application MM 5.2.3.3 Business Purpose of SAP Smart Business App Off Contract Spend You may use this app for the following scope item: Procurement Contract (133) 5.2.3.4 How to Access and Use the App 1. Open Fiori launchpad in your browser. (Example URL: https://[server]:[port]/sap/bc/ui5_ui5/ui2/ushell/shells/abap/FioriLaunchpad.html) 2. On the home screen, choose Show Groups at the upper left corner. A panel with all available groups appears on the left-hand side. 3. Choose the group you have created for this app, for example, SAP Smart Business Contract Usage. All tiles you have configured for this app appear under this group. 4. If you have defined generic drill-down or custom drill-down for a tile, you can click the tile, which brings you to the drill-down app. If it is a generic drill-down, you can view the following information based on your configuration: If you have enabled KPI Header Details, you can view the warning and critical information prefilled from the KPI evaluation defined. You can also view a trend chart if you have enabled and defined time series. If you have enabled the filter functionality, you can find your specified filters which you can use to filter the views below. The views you have defined will also be displayed. If you have defined multiple views, you can use the dropdown box to switch between them. If it is a custom drill-down, you will be directed to a custom program that has been created. See also Business Process Description: Smart Business Apps based on SAP HANA Live (H10) 5.2.3.5 Configuration for Baseline KPI Definition 1. Launch KPI modeler in your browser. (Example URL: https://[server]:[port]/sap/bc/ui5_ui5/sap/ca_kpi/modeler/index.html) 2. Choose the action menu in the bottom left corner. In the pop-up list, choose Add KPI. 3. On the Add New KPI screen, create the following entries: Field Name User Action and Values Mandatory Field KPI Code Technical ID, for example, ZOCSKPI X KPI Title The KPI Title later appears in the launchpad. X Semantic Object A Semantic Object is not needed © SAP SE Page 74 of 87 SAP Fiori Apps for the SAP ERP Application MM Improvement Direction Indicates which kind of value of KPI is meaningful for the application (Maximizing/Minimizing/Target): Minimizing X Value Type Percentage X OData Path Path of the XSOData service file: /sap/hba/r/ecc/odata/mm/pur/ PurchaseContractQueries.xsodata X Entity Set Name of the OData Entity Set: X PurchasingSpendOffContract Measure Provide measure from Entity Set: X NonContractPurchaseRateInPct 4. Choose Save and Continue. Add Evaluation 1. Select the Evaluations button and select Add Evaluation. On the Add Evaluation screen, you can create or apply a variant, maintain parameters, thresholds, trends, and set authorizations for users. Field Name User Action and Values Variant ID Technical code, for example, ZOCSEVCALUATION Variant Title Off Contract Spend Filter Settings Define a filter, for example, a specific purchasing organization. Verify that the respective value exists in the backend system. Input Parameters You need to provide values for all defined input parameters from the Entity Set, for example, client. Check if the values exist in the backend system. Add filter to: SAP Client, for example, 120 Add Input Parameter P_SAPClient, for example, 120 P_ HorizonForSelectionInDays, for example, 365 P_DisplayCurrency, for example, USD 2. Choose Next to go to the screen and enter the Evaluation Text: Field Name User Action and Values Evaluation Text For example, Off Contract Spend The Evaluation Text later appears on the tile in the launchpad. Scaling Factor Select the appropriate scaling factor based on the expected KPI value. Decimal Choose the appropriate decimal format, for example, 00.00 Unit For example, % © SAP SE Page 75 of 87 SAP Fiori Apps for the SAP ERP Application MM 3. Choose Next to go to the screen and enter the threshold:# Field Name User Action and Values Target Define a target, for example, 50 Improvement Direction For Improvement Direction Minimize, the attributes below can be maintained (optional). Warning High Indicates threshold value for KPI (is displayed yellow) Critical High Indicates threshold value for KPI (is displayed red) If your KPI is a minimizing KPI with target value 50, you have set the “Warning High” to 100 and the “Critical High” to 350. This means, if the KPI value exceeds 100, the color code with which it is displayed is yellow. If the value exceeds 350, it is displayed red. 4. Choose Next. 5. On the Apply Trend screen, choose Activate and authorize. Select the users who should be able to use this KPI. 6. Choose Finish. 7. Activate the KPI. Go back to the home screen of the KPI modeler. Enter the KPI name in the Search field in the right upper corner and press Enter. Click the KPI tile. To activate the KPI, choose Activate. 8. To create visualization and tile type, open the menu to access Explore Visualizations in the lower left corner. 9. Select Explore Visualizations. Visualization can only be added for active KPIs and evaluations. 10. On the Manage Visualizations screen, select the corresponding evaluation on the left side of the screen. 11. Choose Add Tile in the lower right corner. 12. In the Tile Type field, enter KPI Tile. 13. Select a tile format. Tile Type: for example, KPI Tile Tile Format: for example, Numeric Tile 14. Choose OK. Drill-Down Definition © SAP SE Page 76 of 87 SAP Fiori Apps for the SAP ERP Application MM 1. Choose Drill Down and choose Configure Details in the lower right corner. On the Drill Down definition screen, create the following settings: Field Name User Action and Values Show As For example, Chart and Table Default View For example, Chart Select Type For example, Bar View Name Analyze Contract Usage Order By By Measure- Descending 2. Select Measures: NonPurchaseRateInPct 3. Select Dimensions: Material Name YearMonth Vendor CreatedByUser Limit records to 10 4. Activate KPI Header Details and Activate Filter by setting the switches to ON. 5. To define the Header Details, choose KPI Header Details. Select Vendor and select the filter dimension: choose Material. 6. Save your drill-down configuration and leave the KPI modeler. 7. Display SAP Smart Business KPI in the Fiori launchpad: 1. Log on to the launchpad with the user that you assigned to the KPI. 2. Open the groups menu and create your own group (optional) 3. Open the tile catalog (make sure you have the necessary roles assigned to your user). 4. Search your tile with the KPI title you used during creation. 5. You can add tiles to your Fiori launchpad: o If you choose the + button. The tiles are added to My Home. o If you drag and drop the tiles to a specific group. If you navigate back, the tile will appear on the launchpad start page. For more information, refer to the following configuration guides: service.sap.com/rds-shl → Find the content library: Configuration Guide: HANA Model Configuration – Smart Business Apps (H70) Configuration Guide: Smart Business Apps based on HANA Live Configuration (H71) © SAP SE Page 77 of 87 SAP Fiori Apps for the SAP ERP Application MM Configuration Guide: SAP Smart Business for Purchasing based on HANA Live (H77) 5.2.4 SAP Smart Business App Contract Expiry 5.2.4.1 Description With Contract Expiry, you can identify purchase contracts that will expire within a specific time frame. You can use this app to find the following: The number of expiring contracts The released amount in the display currency of the expired contracts 5.2.4.2 Key Features Query view: sap.hba.ecc.PurchaseContractExpiryQuery Calculation rule: Within the given time frame the expiring contracts are retrieved. The expiring contracts must be valid on the current date and must expire before the end of the evaluation time frame. For these contracts, all released amounts are aggregated. 5.2.4.3 Business Purpose You may use this app for the following scope item: Procurement Contract (133) 5.2.4.4 How to Access and Use the App 1. Open Fiori launchpad in your browser. (Example URL: https://[server]:[port]/sap/bc/ui5_ui5/ui2/ushell/shells/abap/FioriLaunchpad.html) 2. On the home screen, choose Show Groups at the upper left corner. A panel with all available groups appears on the left-hand side. 3. Choose the group you have created for this app, for example, SAP Smart Business Contract Usage. All tiles you have configured for this app appear under this group. 4. If you have defined generic drill-down or custom drill-down for a tile, you can click the tile, which brings you to the drill-down app. If it is a generic drill-down, you can view the following information based on your configuration: If you have enabled KPI Header Details, you can view the warning and critical information prefilled from the KPI evaluation defined. You can also view a trend chart if you have enabled and defined time series. If you have enabled the filter functionality, you can find your specified filters which you can use to filter the views below. The views you have defined will also be displayed. If you have defined multiple views, you can use the dropdown box to switch between them. © SAP SE Page 78 of 87 SAP Fiori Apps for the SAP ERP Application MM If it is a custom drill-down, you will be directed to a custom program that has been created. See also Business Process Description: Smart Business Apps based on SAP HANA Live (H10) 5.2.4.5 Configuration for Baseline KPI Definition 1. Launch KPI modeler in your browser. (Example URL: https://[server]:[port]/sap/bc/ui5_ui5/sap/ca_kpi/modeler/index.html) 2. Choose the action menu in the bottom left corner. In the pop-up list, choose Add KPI. 3. On the Add New KPI screen, create the following entries: Field Name User Action and Values Mandatory Field KPI Code Technical ID, for example, ZOCSKPI X KPI Title The KPI Title later appears in the launchpad. X Semantic Object A Semantic Object is not needed Improvement Direction Indicates which kind of value of KPI is meaningful for the application (Maximizing/Minimizing/Target): Minimizing X Value Type Percentage X OData Path Path of the XSOData service file: /sap/hba/r/ecc/odata/mm/pur/ PurchaseContractQueries.xsodata X Entity Set Name of the OData Entity Set: X PurchaseContractExpiry Measure Provide measure from Entity Set: X NmbrOfExpiringContracts 4. Choose Save and Continue. Add Evaluation 1. Select the Evaluations button and select Add Evaluation. On the Add Evaluation screen, you can create or apply a variant, maintain parameters, thresholds, trends, and set authorizations for users. Field Name User Action and Values Variant ID Technical code, for example, ZCEEVCALUATION Variant Title Contract Expiry © SAP SE Page 79 of 87 SAP Fiori Apps for the SAP ERP Application MM Filter Settings Define a filter, for example, a specific purchasing organization. Verify that the respective value exists in the backend system. Input Parameters You need to provide values for all defined input parameters from the Entity Set, for example, client. Check if the values exist in the backend system. Add filter to: SAP Client, for example, 120 EvaluationTimeFrameInDays, for example, 300 Add Input Parameter P_SAPClient, for example, 120 P_ EvaluationTimeFrameInDays, for example, 300 P_DisplayCurrency, for example, USD 2. Choose Next to go to the screen and enter the Evaluation Text: Field Name User Action and Values Evaluation Text For example, Contract Expiry The Evaluation Text later appears on the tile in the launchpad. Scaling Factor Select the appropriate scaling factor based on the expected KPI value. Decimal Choose the appropriate decimal format, for example, 00.00 Unit For example, % 3. Choose Next to go to the screen and enter the threshold:# Field Name User Action and Values Target Define a target, for example, 50 Improvement Direction For Improvement Direction Minimize, the attributes below can be maintained (optional). Warning High Indicates threshold value for KPI (is displayed yellow) Critical High Indicates threshold value for KPI (is displayed red) If your KPI is a minimizing KPI with target value 50, you have set the “Warning High” to 100 and the “Critical High” to 350. This means, if the KPI value exceeds 100, the color code with which it is displayed is yellow. If the value exceeds 350, it is displayed red. 4. Choose Next. 5. On the Apply Trend screen, choose Activate and authorize. Select the users who should be able to use this KPI. 6. Choose Finish. 7. Activate the KPI. Go back to the home screen of the KPI modeler. Enter the KPI name in the Search field in the right upper corner and press Enter. © SAP SE Page 80 of 87 SAP Fiori Apps for the SAP ERP Application MM Click the KPI tile. To activate the KPI, choose Activate. 8. To create visualization and tile type, open the menu to access Explore Visualizations in the lower left corner. 9. Select Explore Visualizations. Visualization can only be added for active KPIs and evaluations. 10. On the Manage Visualizations screen, select the corresponding evaluation on the left side of the screen. 11. Choose Add Tile in the lower right corner. 12. In the Tile Type field, enter KPI Tile. 13. Select a tile format. Tile Type: for example, KPI Tile Tile Format: for example, Numeric Tile 14. Choose OK. Drill-Down Definition 1. Choose Drill Down and choose Configure Details in the lower right corner. On the Drill Down definition screen, create the following settings: Field Name User Action and Values Show As For example, Chart and Table Default View For example, Chart Select Type For example, Bar View Name Analyze Contract Usage Order By By Measure- Descending 2. Select Measures: NumberOfExpiringContracts 3. Select Dimensions: Vendor Material Validity Start Date Validity End Date Limit records to 10 4. Activate KPI Header Details and Activate Filter by setting the switches to ON. 5. To define the Header Details, choose KPI Header Details. Select Vendor and select the filter dimension: choose Material. © SAP SE Page 81 of 87 SAP Fiori Apps for the SAP ERP Application MM 6. Save your drill-down configuration and leave the KPI modeler. 7. Display SAP Smart Business KPI in the Fiori launchpad: 1. Log on to the launchpad with the user that you assigned to the KPI. 2. Open the groups menu and create your own group (optional) 3. Open the tile catalog (make sure you have the necessary roles assigned to your user). 4. Search your tile with the KPI title you used during creation. 5. You can add tiles to your Fiori launchpad: o If you choose the + button. The tiles are added to My Home. o If you drag and drop the tiles to a specific group. If you navigate back, the tile will appear on the launchpad start page. For more information, refer to the following configuration guides: service.sap.com/rds-shl → Find the content library: Configuration Guide: HANA Model Configuration – Smart Business Apps (H70) Configuration Guide: Smart Business Apps based on HANA Live Configuration (H71) Configuration Guide: SAP Smart Business for Purchasing based on HANA Live (H77) 5.2.5 SAP Smart Business App Unused Contracts 5.2.5.1 Description With Unused Contracts, you can identify contracts for which a release has not taken place within a specific time frame. With this app, you can find the following: The released amount of the unused contracts in the display currency The IDs of all unused contracts 5.2.5.2 Key Features Query view: sap.hba.ecc.PurchaseContractAgeQuery Calculation rule: To find out which and how many purchase contracts have not been used in a specific time frame, set the parameter value for the evaluation time frame to the required number of days. As a result, you see all purchase contracts that were not used within this time frame. 5.2.5.3 Business Purpose of SAP Smart Business App Unused Contracts You may consider using this app for the following scope item: Procurement Contract (133) © SAP SE Page 82 of 87 SAP Fiori Apps for the SAP ERP Application MM 5.2.5.4 How to Access and Use the App 1. Open Fiori launchpad in your browser. (Example URL: https://[server]:[port]/sap/bc/ui5_ui5/ui2/ushell/shells/abap/FioriLaunchpad.html) 2. On the home screen, choose Show Groups at the upper left corner. A panel with all available groups appears on the left-hand side. 3. Choose the group you have created for this app, for example, SAP Smart Business Contract Usage. All tiles you have configured for this app appear under this group. 4. If you have defined generic drill-down or custom drill-down for a tile, you can click the tile, which brings you to the drill-down app. If it is a generic drill-down, you can view the following information based on your configuration: If you have enabled KPI Header Details, you can view the warning and critical information prefilled from the KPI evaluation defined. You can also view a trend chart if you have enabled and defined time series. If you have enabled the filter functionality, you can find your specified filters which you can use to filter the views below. The views you have defined will also be displayed. If you have defined multiple views, you can use the dropdown box to switch between them. If it is a custom drill-down, you will be directed to a custom program that has been created. See also Business Process Description: Smart Business Apps based on SAP HANA Live (H10) 5.2.5.5 Configuration for Baseline KPI Definition 1. Launch KPI modeler in your browser. (Example URL: https://[server]:[port]/sap/bc/ui5_ui5/sap/ca_kpi/modeler/index.html) 2. Choose the action menu in the bottom left corner. In the pop-up list, choose Add KPI. 3. On the Add New KPI screen, create the following entries: Field Name User Action and Values Mandatory Field KPI Code Technical ID, for example, ZUCKPI X KPI Title The KPI Title later appears in the launchpad. X Semantic Object A Semantic Object is not needed Improvement Direction Indicates which kind of value of KPI is meaningful for the application (Maximizing/Minimizing/Target): Minimizing X Value Type Percentage X OData Path Path of the XSOData service file: /sap/hba/r/ecc/odata/mm/pur/ PurchaseContractQueries.xsodata X © SAP SE Page 83 of 87 SAP Fiori Apps for the SAP ERP Application MM Entity Set Name of the OData Entity Set: X PurchaseContractAge Measure Provide measure from Entity Set: X NumberOfContracts 4. Choose Save and Continue. Add Evaluation 1. Select the Evaluations button and select Add Evaluation. On the Add Evaluation screen, you can create or apply a variant, maintain parameters, thresholds, trends, and set authorizations for users. Field Name User Action and Values Variant ID Technical code, for example, ZUCEVCALUATION Variant Title Unused Contracts Filter Settings Define a filter, for example, a specific purchasing organization. Verify that the respective value exists in the backend system. Input Parameters You need to provide values for all defined input parameters from the Entity Set, for example, client. Check if the values exist in the backend system. Add filter to: SAP Client, for example, 120 Add Input Parameter P_SAPClient, for example, 120 P_ EvaluationTimeFrameInDays, for example, 300 P_DisplayCurrency, for example, USD 2. Choose Next to go to the screen and enter the Evaluation Text: Field Name User Action and Values Evaluation Text For example, Unused Contracts The Evaluation Text later appears on the tile in the launchpad. Scaling Factor Select the appropriate scaling factor based on the expected KPI value. Decimal Choose the appropriate decimal format, for example, 00.00 Unit For example, Number 3. Choose Next to go to the screen and enter the threshold:# Field Name User Action and Values Target Define a target, for example, 50 Improvement Direction For Improvement Direction Minimize, the attributes below can be maintained (optional). Warning High Indicates threshold value for KPI (is displayed yellow) © SAP SE Page 84 of 87 SAP Fiori Apps for the SAP ERP Application MM Critical High Indicates threshold value for KPI (is displayed red) If your KPI is a minimizing KPI with target value 50, you have set the “Warning High” to 100 and the “Critical High” to 350. This means, if the KPI value exceeds 100, the color code with which it is displayed is yellow. If the value exceeds 350, it is displayed red. 4. Choose Next. 5. On the Apply Trend screen, choose Activate and authorize. Select the users who should be able to use this KPI. 6. Choose Finish. 7. Activate the KPI. Go back to the home screen of the KPI modeler. Enter the KPI name in the Search field in the right upper corner and press Enter. Click the KPI tile. To activate the KPI, choose Activate. 8. To create visualization and tile type, open the menu to access Explore Visualizations in the lower left corner. 9. Select Explore Visualizations. Visualization can only be added for active KPIs and evaluations. 10. On the Manage Visualizations screen, select the corresponding evaluation on the left side of the screen. 11. Choose Add Tile in the lower right corner. 12. In the Tile Type field, enter KPI Tile. 13. Select a tile format. Tile Type: for example, KPI Tile Tile Format: for example, Numeric Tile 14. Choose OK. Drill-Down Definition 1. Choose Drill Down and choose Configure Details in the lower right corner. On the Drill Down definition screen, create the following settings: Field Name User Action and Values Show As For example, Chart and Table Default View For example, Chart Select Type For example, Bar © SAP SE Page 85 of 87 SAP Fiori Apps for the SAP ERP Application MM View Name Analyze Contract Usage Order By By Measure- Descending 2. Select Measures: NumberOfContracts 3. Select Dimensions: Vendor Material EvaluationTimeFrameInDays Limit records to 10 4. Activate KPI Header Details and Activate Filter by setting the switches to ON. 5. To define the Header Details, choose KPI Header Details. Select Material and select the filter dimension: choose Material, Vendor. 6. Save your drill-down configuration and leave the KPI modeler. 7. Display SAP Smart Business KPI in the Fiori launchpad: 1. Log on to the launchpad with the user that you assigned to the KPI. 2. Open the groups menu and create your own group (optional) 3. Open the tile catalog (make sure you have the necessary roles assigned to your user). 4. Search your tile with the KPI title you used during creation. 5. You can add tiles to your Fiori launchpad: o If you choose the + button. The tiles are added to My Home. o If you drag and drop the tiles to a specific group. If you navigate back, the tile will appear on the launchpad start page. For more information, refer to the following configuration guides: service.sap.com/rds-shl → Find the content library: Configuration Guide: HANA Model Configuration – Smart Business Apps (H70) Configuration Guide: Smart Business Apps based on HANA Live Configuration (H71) Configuration Guide: SAP Smart Business for Purchasing based on HANA Live (H77) 6 Fact Sheets for MM The following wave 2 fact sheets can enhance the MM Baseline scope items: © SAP SE Page 86 of 87 SAP Fiori Apps for the SAP ERP Application MM Fact Sheet Examples for Baseline scope items Supplier Invoice 130, 133,136, 208, 209, 139, 138 Purchase Order 129, 130, 133, 134, 136, 208, 209, 138 Purchase Requisition Item 130, 133, 134, 127, 138 Purchase Contract 133 Purchasing Info Record 129, 130, 133, 134, 136, 208, 209, 138 Supplier 129, 130, 133, 134, 136, 208, 209, 138 Service Entry Sheet 129, 209 Goods Issue 130, 131,134,136,208,127,138,139,135 Goods Receipt 130, 131,134,136,208,127,138,139,135 Material Movement 130, 131,134,136,208,127,138,139,135 Physical Inventory 137, 130, 131,134,136,208,127,138,139,135 Procedure 1. Log on to the Fiori launchpad using your user account: http(s)://<webdispatcher-server host>:<webdispatcherport>/sap/bc/ui5_ui5/ui2/ushell/shells/abap/FioriLaunchpad.html 2. Choose the Search field in the Fiori launchpad. Enter the number of the master data object or document you are looking for. 3. Press Enter. A list of search results is displayed. 4. Choose the row which contains the object you are searching. 5. You can navigate within the factsheet. © SAP SE Page 87 of 87