SAP B1 MobileApp Guide IOS

User Guide PUBLIC
SAP Business One mobile app 1.11.x for iOS

Document Version: 1.0 – 2016-03-25
SAP Business One mobile app for iOS

Applicable Releases: SAP Business One 9.1 PL05 and later, SAP Business
One 9.1 PL05, version for SAP HANA and later, SAP Business One Cloud 1.1
PL02 and later, SAP Business One mobile app 1.11.x for iOS
Typographic Conventions
Type Style Description
Example Words or characters quoted from the screen. These include field names, screen titles,
pushbuttons labels, menu names, menu paths, and menu options.
Textual cross-references to other documents.
Example Emphasized words or expressions.
EXAMPLE Technical names of system objects. These include report names, program names,
transaction codes, table names, and key concepts of a programming language when they
are surrounded by body text, for example, SELECT and INCLUDE.
Example Output on the screen. This includes file and directory names and their paths, messages,
names of variables and parameters, source text, and names of installation, upgrade and
database tools.
Example Exact user entry. These are words or characters that you enter in the system exactly as they
appear in the documentation.
<Example> Variable user entry. Angle brackets indicate that you replace these words and characters
with appropriate entries to make entries in the system.
EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R .
PUBLIC SAP Business One mobile app for iOS

2 © 2016 SAP SE. All rights reserved. Typographic Conventions
Table of Contents
Introduction ......................................................................................................................................................... 5
Configuring the SAP Business One Solution ..................................................................................................... 7

Configuring Mobile App Users ............................................................................................................................................. 7
Setting Up License ................................................................................................................................................................8
Configuring for SAP Crystal Reports ..................................................................................................................................9
Configuring for SAP Crystal Reports Deployed on SAP Business One analytics powered by SAP HANA ...................9
Configuring for SAP Crystal Reports Based on SAP HANA ............................................................................................ 10
Setting Up Add-Ons to Run Within the Mobile App ......................................................................................................... 10
Configuring the SAP HANA Server .....................................................................................................................................11
Configuring for SAP Business One analytics powered by SAP HANA ............................................................................11
Activating the B1i Mobile Scenario .................................................................................................................................... 12
Configuring the SAP Business One App ........................................................................................................... 13

Configuring the SAP Business One App when Working with SAP Business One Cloud............................................... 14
Using the SAP Business One App ..................................................................................................................... 15

Working with the Cockpit ...................................................................................................................................... 17
Managing Modules .............................................................................................................................................................. 18
Setting Preferences per Module ........................................................................................................................................ 18
Searching in the Mobile App .............................................................................................................................................. 19
Using the Enterprise Search .............................................................................................................................................. 19
Working with Sales Catalog .............................................................................................................................................. 20
Launching the Sales Catalog................................................................................................................................ 20
Searching for Items in the Sales Catalog............................................................................................................. 21
Customizing the Item Info Displayed in Sales Catalog ....................................................................................... 21
Comparing Items in the Sales Catalog................................................................................................................. 21
Updating Items in Sales Catalog.......................................................................................................................... 22
Working with Shopping Carts .............................................................................................................................. 22
Adding a Sales Quotation or Sales Order Based on a Shopping Cart .............................................................. 22
Managing Activities in the Activities Module ................................................................................................................... 23
Viewing and Editing Activities in the Activities Module ..................................................................................... 23
Creating a Follow Up Activity ............................................................................................................................... 23
Working with Documents in the Approvals Module ........................................................................................................ 23
Approving or Rejecting Documents .................................................................................................................... 24
Viewing Alerts in the Alerts Module.................................................................................................................................. 24
Managing Reports in the Reports Module ....................................................................................................................... 25
Generating Reports............................................................................................................................................... 25
Deleting, Adding, and Changing the Display Sequence of Reports.................................................................. 25
Sending Reports by E-Mail ................................................................................................................................... 26
Printing Reports ................................................................................................................................................................. 26
Managing Business Partner Data in the Business Partners Module ............................................................................. 26
Filtering Business Partners .................................................................................................................................. 26
Viewing Business Partner Information ................................................................................................................27
SAP Business One mobile app for iOS PUBLIC

Table of Contents © 2016 SAP SE. All rights reserved. 3
Editing Business Partner Information..................................................................................................................28
Adding Business Partners.....................................................................................................................................28
Synchronizing BP Contact Persons with the iOS Contacts App .......................................................................28
Creating New Contact Person Based on Contact in the iOS Contacts App .....................................................29
Viewing Items in the Inventory Module.............................................................................................................................29
Viewing Information about Items in Inventory ....................................................................................................29
Viewing Price Lists in the Price Lists Module .................................................................................................................. 30
Viewing Price List Details in the Price Lists Module .......................................................................................... 30
Searching for Items in Within a Price List........................................................................................................... 30
Managing Sales Documents in SAP Business One Mobile App..................................................................................... 30
Viewing Sales Document Information ................................................................................................................. 31
Updating Sales Documents .................................................................................................................................. 31
Copying Sales Quotations to Sales Orders ......................................................................................................... 32
Sending / Printing / Sharing Sales Documents ................................................................................................. 32
Searching for Sales Documents ........................................................................................................................... 33
Filtering Sales Quotations, Sales Orders, and Deliveries .................................................................................. 33
Managing Activities for Sales Documents........................................................................................................... 33
Creating Sales Quotations and Sales Orders......................................................................................................34
Cancelling Sales Documents ................................................................................................................................ 35
Submitting Drafts of Sales Quotations and Sales Orders for Approval............................................................36
Submitting Leave or Travel Requests for Approval............................................................................................36
Managing Sales Opportunities ..........................................................................................................................................36
Viewing Sales Opportunities.................................................................................................................................36
Creating Sales Opportunities ............................................................................................................................... 37
Searching for Sales Opportunities ....................................................................................................................... 37
Viewing Stages Related to Sales Opportunities.................................................................................................. 37
Editing Sales Opportunities ..................................................................................................................................38
Adding New Stages to Sales Opportunities ........................................................................................................38
Setting Won or Lost Statuses to Sales Opportunities........................................................................................38
Viewing Dashboards in the Dashboards Module .............................................................................................................39
Viewing a Selected Dashboard ............................................................................................................................ 40
Sending Dashboards by E-Mail ........................................................................................................................... 40
Configuring the Data Cache.................................................................................................................................. 41
Viewing Service Contracts and Searching for Equipment Cards in the Service Contract Module ............................. 41
Viewing Service Contracts .................................................................................................................................... 41
Searching for and Viewing Customer Equipment Cards ...................................................................................42
Viewing and Processing Service Calls in the Service Calls Module ...............................................................................42
Viewing Service Call Details ..................................................................................................................................42
Picking Up Service Calls........................................................................................................................................43
Closing Service Calls .............................................................................................................................................43
Adding New Activities and Solutions to Service Calls ........................................................................................44
Managing Attachments......................................................................................................................................................44
Viewing Attachments ............................................................................................................................................44
Uploading Attachments ........................................................................................................................................45
Integrating Customized Help.............................................................................................................................................45
Appendix ............................................................................................................................................................ 46
Function-Level Authorizations for Users to Work with the App ........................................................................46
Mobile App Function Availability Based on SAP Business One License Type .................................................48

4 © 2016 SAP SE. All rights reserved. Table of Contents
Introduction
With the SAP Business One mobile app for iOS you can process approval requests, view reports and business
content, manage business partner data, monitor sales opportunities, and much more.
Key features:
Sales Catalog - View, search for, compare, and create sales quotation or sales order on the fly for sales items,
using visual and appealing display layout.
Activities - View, add, edit, close, and create follow up activities of the current user who is logged on to the
mobile app.
Approvals and alerts – Get alerts on specific events – such as deviations from approved discounts, prices,
credit limits, approved or rejected documents, or targeted gross profits – and view approval requests waiting
for your immediate action. Drill into the relevant content or metric, including draft documents, before making
your decision.
Business partners – Access and manage business partners’ information including addresses, phone
numbers, and contact details; view historical activities and special prices; create new business partners and
new activities; and contact or locate partners. In addition, you can synchronize contact persons phone
numbers, email and other details with the Contacts app on your device.
Inventory – Monitor inventory levels and access detailed information about your products, including
purchasing and sales price, available quantity, product specifications, and pictures.
Sales documents – Create, view, update, and search for sales quotations and sales orders, and submit drafts
of sales quotations and sales orders for approval. In addition, you can create, update, view, and close
activities related to sales documents, as well as to view deliveries.
Sales Opportunities - Create, view, and search for sales opportunities; view, add, and edit stages for sales
opportunities.
Service – Process and close service calls, create and view solutions, and look up related service calls from
service contracts or customer equipment cards.
Reports – Refer to built-in reports created with SAP Crystal Reports software, version for the SAP Business
One application, that present key information about your business. Add your own customized reports to the
app and easily share them via e-mail.
Dashboards – View predefined dashboards (sales analysis, cash flow, and purchase quotations) in normal
and full-screen mode and share them via e-mail.
Help – Display either a standard or a customer-specific help document.
Attachments - View, download, and upload attachments to business partners, items, activities, sales
opportunities, service calls, and sales documents.
Requirements for mobile devices:

You are using iPhone or iPad with iOS updated to iOS 7.0 and higher. SAP Business One mobile app 1.11.x for iOS
is not supported by lower versions of iOS.
Requirements for SAP Business One solution:

You have installed one of the following:

Introduction © 2016 SAP SE. All rights reserved. 5
o SAP Business One 9.1 (PL) 05 or higher
o SAP Business One 9.1 (PL) 05, version for SAP HANA or higher
Note
SAP Business One mobile app 1.11.x for iOS is also available when using SAP Business One Cloud 1.1 (PL)
02. For further information, see the SAP Business One Cloud Administrator's Guide.
Note
You can use SAP Business One mobile app 1.11.x for iOS with older versions of SAP Business One (such as
SAP Business One 8.81) however latest functions introduced in mobile app 1.11.x will not work. When
accessing such function, the following message appears: “Note that this function is not supported by the
current version of the backend server.” All mobile app functions that were supported by the older version
of SAP Business One still work.
Integration component for SAP Business One (B1iC)
Note
For further information about installing and upgrading SAP Business One, see the Administrator’s Guide
that is provided on the SAP Business One product DVD or in the download package. For security reasons,
the SAP Business One mobile app for iOS neither stores nor caches business data on the device. It does
not support any offline use. A server connection needs to be established to open and use the app.
While this document is for all users, some links included in this document lead to sites that are restricted
to SAP Business One partners who must have a valid username and password to access.

6 © 2016 SAP SE. All rights reserved. Introduction
Configuring the SAP Business One Solution
This section explains the tasks of the system administrator in setting up and managing SAP Business One mobile
app for iOS. These tasks are performed in SAP Business One or in SAP Business One, version for SAP HANA.
Configuring Mobile App Users
To enable SAP Business One users to use the mobile app, follow the procedures below.
Retrieving the Mobile Device ID
Entering your mobile device ID in to your user setup in SAP Business One is mandatory. Follow the steps below to
retrieve the device ID of your iOS device.
1. Download SAP Business One mobile app for iOS to your iOS device, from Apple App Store by searching
for SAP Business One. Alternatively, follow this link http://itunes.apple.com/app/sap-business-one-
mobile-application/id392606876 or use the QR code:
2. Tap the SAP Business One icon on your iOS device. A system message appears, saying that Apple MAC
address is no longer supported, and that the Device ID which is displayed is used instead.
3. Tap Email. An email message containing the device ID in the email body appears. Enter your email address
in the To field, and tap Send.
4. Tap OK.
Note
New switch is added to the Business One settings page on your iOS device, named Email Device ID. By
default, it is switched on. Once you send the email with the Device ID as described above, this switch is
automatically turned off.
Activating Mobile App Users
1. From the SAP Business One Main Menu, choose Administration Setup General Users.

Configuring the SAP Business One Solution © 2016 SAP SE. All rights reserved. 7
2. In the Users - Setup window, specify the user for whom you want to make the mobile settings and select
the Mobile User checkbox.
3. In the Mobile Phone field, enter the user’s mobile phone number. For an iPod touch or iPad, where you
have no number, choose a fictitious mobile phone number.
4. In the Mobile Device ID field, enter the device ID of your iOS device. This field is mandatory. For more
information see Retrieving the Mobile Device ID.
5. To enable a user to use the app by two different mobile devices, enter the Device IDs of both devices. Use
"/" as the separator. For example: AE45FG67816ET98ZV6523BNH8I
/1QAZXSW23EDCVFR45TGB678YHN.
Note
It is possible to logon to one mobile device at a time. If a user tries to log on to one device while logged on
to the other device, a warning appears and the session automatically ends.
6. Choose the Update button and then choose OK.
Note
If you are working with SAP Business One Cloud 1.0, choose the Send Mobile Settings button. An e-mail
with a hyperlink containing all configuration details will be sent automatically to the mobile device of the
given user. For more information see the Configuring Mailer and Registering Integration Components
sections in the SAP Business One Cloud Administrator's Guide, and the Configuring the SAP Business One
App when Working with SAP Business One Cloud section in this guide.
Setting Up License
If you have created a new user with mobile settings or added mobile settings to an existing user, a message
appears reminding you to ensure that the mobile user has a B1i license.
SAP Business One mobile app for iOS is available for the following SAP Business One named user types with no
additional license fee:
Professional
Limited Financial
Limited Logistics
Limited CRM
Starter Package
CRM Sales User (standalone, legacy license type)
CRM Service User (standalone, legacy license type)
For more information about the mobile app functions available for each license type see the Mobile App Function
Availability Based on SAP Business One License Type section in this document.
To assign a user a Bi1 license, follow the steps below.
1. From the SAP Business One Main Menu, choose Administration License License Administration.
The License Administration window appears.
2. In the Allocation tab, first select the relevant users and then select the Used checkbox for the B1i user type
license.

8 © 2016 SAP SE. All rights reserved. Configuring the SAP Business One Solution
3. Choose the Update button.
Configuring for SAP Crystal Reports
To make a report created with SAP Crystal Reports visible within the mobile app, follow the steps below.
1. From the SAP Business One Main Menu, choose Administration Setup General Report and Layout
Manager.
2. In the navigation pane on the left, select the report you want to display on the mobile device.
3. Select the Visible for Mobile checkbox.
This checkbox is visible only for reports in the SAP Crystal Reports format, not for reports in other formats.
Caution
SAP Business One does not check whether the report is suitable for displaying on a mobile device.
4. To save your settings, choose Update.
Note
The resolution of the mobile device determines how the report is displayed. For example, iPhone 4
currently supports a resolution of 960x640 pixels, while the iPad supports 1024x768 pixels
Configuring for SAP Crystal Reports Deployed on SAP Business

One analytics powered by SAP HANA
This procedure is relevant only if you are using SAP Business One analytics powered by SAP HANA and would like
to enable viewing in the mobile app SAP Crystal reports which are deployed on SAP Business One analytics
powered by SAP HANA.
1. Open the report in the SAP Crystal Reports for SAP Business One designer. In the Data area Available
Data Sources, choose either the HDBODBC connection for 64 bit, or HDBODBC32 for 32 bit.
2. Select the Enter Connection String radio button, and in the Connection String field enter the name of the
target company data base as schema in command, or import the table from the target company
database.
Example
Connection String: DRIVER=
{HDBODBC32};UID=SYSTEM;PWD=Password;SERVERNODE=192.168.1.4:30015;DATABASE=SBODEM
O;
Command: SELECT "ItemCode", "ItemName" FROM "SBODEMO"."OITM"
3. Repeat the above steps for each target company database.

Configuring for SAP Crystal Reports Based on SAP HANA
This procedure is relevant only if you are using SAP Business One 9.0, version for SAP HANA PL02, and would like
to enable viewing in the mobile app SAP Crystal reports based on SAP HANA.
1. Open the report in the SAP Crystal Reports for SAP Business One designer. In the Data area Available
Data Sources, choose either the B1CRHPROXY connection for 64 bit, or B1CRHPROXY32 for 32 bit.
Note
If HDBODBC or HDBODBC32 is used as connection, replace it by B1CRHPROXY or B1CRHPROXY32
respectively.
2. Select the Enter Connection String radio button, and in the Connection String field remove "Schema@"
and "Package@" from all the parameters of commands and tables if exist.
Example
Connection String: DRIVER
{B1CRHProxy32};UID=SYSTEM;PWD=Password;SERVERNODE=192.168.1.4:30015;DATABASE=SBO
DEMO;
Command: SELECT "ItemCode", "ItemName" FROM "OITM"
3. Repeat the above steps for each target company database.
Setting Up Add-Ons to Run Within the Mobile App
For SAP Business One add-ons that run on mobile devices and are delivered by partners, make the settings
described below.
1. From the SAP Business One Main Menu, choose Administration Add-Ons Mobile Add-On.
2. In the Mobile Add-On - Setup window, enter the relevant data in the Code, Name, Entry URL, and Provider
fields.
3. In the Type field, specify whether the add-on will be accessed from the Home tab or from the Modules tab
on the iPhone (equivalent to Home tab and vertical modules menu in the menu section on left side of the
iPad).
4. In the View Style field, specify the relevant view:
o Page-Universal - for add-on that works on both iPhone portrait mode and iPad page sheet mode
(similar to Home Type view)
o Full Screen - iPad - for add-on that works only on iPad portrait and landscape mode
o Landscape Only - iPad - for add-on that works only on iPad landscape mode
5. In the Logon Method field, specify whether the add-on requires authentication for logon:
o B1i Framework -Select this option if add-on back-end scenarios are implemented on B1i Framework
and the same session ID will be shared with this add-on.
o Standard Logon - Select this option for add-on that requires user logon authentication in that case a
logon message box pops up asking for user name and password.

o No Control - select this option for add-on that does not require any authentication to be provided by
SAP Business One, or for add-on that controls independently everything that has to do with
authentication.
6. To save your settings, choose Update.
More Information
See the guide How to Create Add-Ons for the SAP Business One Mobile Application for iPhone located at SAP
PartnerEdge, where you can also find sample code.
Configuring the SAP HANA Server
Note
This section is relevant only when working with SAP Business One, version for SAP HANA.
1. In the Integration Solution for SAP Business One page, choose: SLD B1i Server B1A Server. The B1A
Server area appears. Choose the Edit button.
2. In the HTTA section (under Connectivity List (Active)), enter in the following fields (all of them are
mandatory) the respective details as appear in the B1A Server:
o destProtocol
o destHost
o destPort
Example
The URL for accessing the B1A Administration Console is: https://10.58.114.44:8443/Enablement the
above mentioned fields are filled in as follows:
o destProtocol https
o destHost 10.58.114.44
o destPort 8443
3. Choose Save.
Configuring for SAP Business One analytics powered by SAP HANA
Note
This section is relevant only when working with SAP Business One analytics powered by SAP HANA.
Follow the steps below to enable viewing in the mobile app SAP Crystal Reports deployed on SAP
Business One analytics powered by SAP HANA.
1. In the Integration Solution for SAP Business One page, choose: SLD B1i Server B1A DB. Choose the
Edit button.

2. In the Connectivity List (Active), update the JDBC information as follows:
o Driver: com.sap.db.jdbc.Driver
o URL: jdbc:sap://<B1A SERVER>:30015?currentschema=<SCHEMA>;databaseName=<DBNAME>;
o Username: <Your HANA DB user code>
o Password: <Your HANA DB password>
3. Choose Save
Activating the B1i Mobile Scenario
After completing setup and configuration tasks in SAP Business One and on your iOS device, you must activate
the B1i scenario. This enables the SAP Business One mobile app to communicate with the SAP Business One
database and vice versa.
1. On the B1i server, choose Start All Programs Integration Solution for SAP Business One Integration
Framework.
The Connect to <server name> window appears.
2. In the User name: field, enter B1iadmin; in the Password: field, enter the password that was set by the
user when installing B1i. Choose the OK button.
The Integration solution for SAP Business One window appears.
3. Choose the Scenarios tab Control. In the Scenario List, select the sap.B1Mobile checkbox.
4. In the Integration framework – Scenario Setup Result screen, choose the Activate button.
After a few seconds, a system message appears, announcing that preparations are finished and asking
whether you want to activate the scenario.
5. To activate the scenario, choose the OK button.
After few seconds, a confirmation message appears.
6. To complete the activation process, choose the OK button.

Configuring the SAP Business One App
To connect to your SAP Business One company database, follow the steps below.
1. Tap Settings on your iOS device.
2. On the Settings page, tap Business One.
3. On the Settings page for SAP Business One, specify the following information:
o Server: Server address and port (either IP or server name) in the format <server>:<port>. Default
ports of integration solutions for SAP Business One are 8080 (http) and 8443 (https). If you enter an
incorrect port for a server connection, the app times out in 75 seconds by default.
o SSL: To use SSL (https) between SAP Business One and your iOS device, choose ON.
This setting must comply with the protocol and assigned ports on the server side.
Recommendation
Use a secure communication channel. For SSL, keep as ON, which is the default value.
Note
For more information about configuring https, see the Security Aspects Related to the Mobile Solution
section in Administrator’s Guide for the Integration Component.
Be aware that SAP cannot cover all possible security aspects due to customer-specific requirements and
conditions. The mobile app needs to be embedded into each customer’s specific security concept.
o Company DB: Name of the company database to which you want to connect (mandatory field). The
mobile app logs on to this company. For details about the company database concept in SAP Business
One mobile app for iOS, see SAP Note 1606567 (in the Get Support area of SAP Business One Customer
Portal at http://service.sap.com/smb/sbocustomer.)
o User Code: Used to log on to the SAP Business One company database specified in the Company DB field;
that is, the value in the User Code field of the Users - Setup window in SAP Business One.
o If you do not specify a user code in this field, when you log on to the app you must enter your user
code and password.
o If you specify a user code in this field, when you log on to the app you need to enter only your
password.
o Phone Num: User’s mobile phone number; that is, the value in the Mobile Phone field of the Users - Setup
window in SAP Business One.
Note
Starting from SAP Business One 9.0 PL12, the field Phone Num is informative only and its value is not
validated against the phone number entered in the Mobile Phone field of the Users - Setup window in SAP
Business One.
o Email Device ID: switched on by default. It enables you to send the device ID by e-mail to yourself before
logging on to the mobile app. See Configuring the SAP Business One Solution for more information.

Configuring the SAP Business One App © 2016 SAP SE. All rights reserved. 13
o Demo System: When the demo system is ON, the logon dialog offers the user access to the public demo
system. You can set the demo server to Germany - powered by SAP HANA (in Device Settings
Business One Demo Server field).
Note
The app uses the language that you use on your iOS device. All SAP Business One languages are
supported.
Configuring the SAP Business One App when Working with SAP
Business One Cloud
1. In your iOS device, open the e-mail you have received from SAP Business One administrator. Click the
hyperlink that appears in the e-mail.
2. SAP Business One app reads and saves the relevant information in the Settings page in the iOS device.
3. The Choose Company page appears. Choose the required company database. In the next log on, this
company will be chosen by default.

14 © 2016 SAP SE. All rights reserved. Configuring the SAP Business One App
Using the SAP Business One App
Logging On to SAP Business One Company Database
1. Tap the SAP Business One icon on your iOS device. One field for password or two fields for user code and
password appear, depending on your settings. For more information, see the explanation of the User Code
field in Configuring the SAP Business One App.
Note
The SAP Business One start icon shows the total number of unread alerts and unread approvals. This
counter is updated only when you leave the app. There is no push or notification service for new alerts and
approvals.
2. To log on to the company database defined in the Company DB field (see the Configuring the SAP
Business One App section in this document), tap Logon.
3. To log on to a different company database, tap Choose Company. The list of available company databases
appears, and the default company databases is indicated by
4. Tap the company database you want to log on to and tap OK.
Note
After logging on to a different company database, the value in the Company DB field (see the Configuring
the SAP Business One App section in this document) is updated to the newly selected company. The
selected company database becomes the default company database until you choose to log on to
different company database, or manually change the company database name in the Company DB field.
Starting Page
Note
o After you log on to the mobile app, the starting page appears.
o For the first logon, the Home tab page appears. For subsequent logons, the page where you logged
off appears.
o If you change settings and then go back to the mobile app, a warning message appears in a pop-up
window informing you that settings have changed and that you have to log on to the app again. The
app forces you to log out.
o If the app is idle for a period of time, a logon box appears, and you have to log on to the app again. By
default the idle time is ten minutes. To change this value:
1. Open the integration framework Web page and choose Scenarios Authentication.
2. From the User Def. Author. Identifier dropdown list, choose sap.B1Mobile.
3. In the Session Timeout field, specify a value. If you enter an incorrect port for a server connection, the
app times out in 75 seconds by default.
4. Choose the Save button.

Using the SAP Business One App © 2016 SAP SE. All rights reserved. 15
You can access all functions of the mobile app from the starting page, which is divided into the following areas:
The toolbar contains menu commands, such as the Back button and the Edit button.
The page section displays real-time information, such as key performance indicators and alerts.
For iPhone: A horizontal tab section consists of two tabs: Home and Modules. You can tap them at any time.
For iPad:
o On the left side of the screen is a vertical menu section; on the right side in the content area is the display
section for selected content.
o For SAP Business One, version for SAP HANA users, the cockpit is displayed in a full screen mode (in
landscape mode only) as Home page
Home Page
In the tab section (iPhone) or menu section (iPad), tap Home. On the Home screen, every page has a jump button
on the top-right of the screen, which provides Set Default Help (on iPhone only), Feedback, and Log off (on iPhone
only):
To set a page as default, choose Set Default. This takes effect the next time you log on.
To display a help document, choose Help.
To send your feedback about the mobile app to SAP, tap Feedback. An e-mail with built-in form appears. Enter
your feedback in English and tap Send.
To log off the system and the pop-up logon dialog, choose Log off.
Note
You can create add-on pages for the Home tab, such as a gauge that shows the percentage by which the
revenue deviates from the target. For more information, see the guide How to Create Add-Ons for the SAP
Business One mobile app for iOS located at SAP PartnerEdge where you also find sample code and a
gauge.
The To-Do List page displays a maximum of the next eight activities (iPhone) or next twelve activities (iPad) in
your SAP Business One calendar.
To see details or to edit an activity, tap the activity. In addition, you can add new activities, by tapping "+"
To synchronize the activities in the most recent three months (last month, this month, and next month) into
the calendar of your mobile device, choose Sync to Calendar from the button. These activities will be
synchronized into a separate calendar in the mobile device named “SAP Business One”. The first time you use
this function within a month, full synchronization is done. During that month, whenever you use this function
again, only the changed activities are synchronized.
The Key Performance Indicators page displays system and user-defined KPIs:
System-defined KPIs:
o Sales Order displays data for the current month and the previous month, together with the percentage
change.
o Incoming Payments displays data for the current month and the previous month, together with the
percentage change.
o Outgoing Payments displays data for the current month and the previous month, together with the
percentage change.

16 © 2016 SAP SE. All rights reserved. Using the SAP Business One App
o Cash on Hand displays the balance of the account in the Cash on Hand field on the General subtab of the
Sales tab of the G/L Account Determination window in SAP Business One. To define this account, choose
Administration Setup Financials GL Account Determination Sales General Cash On Hand.
User-defined KPIs: You can create your own KPIs by defining customized user-defined queries in SAP
Business One.
Note
Your KPI queries need to be categorized and start with ‘KPI_’ as the prefix.
Each query requires seven selected fields with the following sequence:
Main Title - Growth Rate - Indicator* - SubTitle1 - SubValue1 - SubTitle2 - SubValue2
These seven items are displayed like this:
Main Title - Growth Rate - Indicator
SubTitle1 SubValue1
SubTitle2 SubValue2
Possible values for indicator are P (positive) and N (negative):
Arrow Indicator Growth Rate
Green up P >=0
Red down P <0
Red up N >=0
Green down N <0
Working with the Cockpit
Note
This section is relevant only when using the mobile app on iPad and having SAP Business One, version for
SAP HANA installed on the back-end.
When launching the mobile app on iPad, in landscape mode the cockpit is displayed in a full screen view by
default. For more information about the cockpit, see: How to Work with the Fiori-Style Cockpit in
http://service.sap.com/smb/sbocustomer/documentation
Tap and hold the relevant widget and the respective action menu, if exists, appears allowing you to launch an
advanced dashboard or to trigger enterprise search
Tap the Pervasive dashboard widget to display information in a tooltip.
Note
The Recent Updates widget is available in read-only mode .
To make the mobile app menu visible, tap the upper left corner of the iPad. Tap any place in the cockpit or tap
Home to return to full screen view.
To exit the cockpit view, tap any entry on the side bar

Managing Modules
The Modules tab (iPhone) or modules menu (iPad) displays two separate groups: SAP-provided modules and
optional user-defined modules. You can display your favorite SAP-provided modules, add or remove user-defined
modules, and change the display sequence of modules.
To display your favorite SAP-provided modules, choose Add/Remove Modules. A list displaying all the SAP-
provided modules appears. Tap the ones you would like to remove from your list of modules.
To add or remove user-defined modules choose the Add-Ons tab:
To delete a user-defined module, tap in front of it, and then tap Delete. To cancel a deletion, tap . You
can add back deleted user-defined modules at any time.
To add a user-defined module:
1. On the left of the toolbar, tap .
2. Tap the module that you want to add.
3. On the right of the toolbar, tap Save.
To change the display sequence of modules, choose on the right of the module that you want to move,
and drag it to the required position. To return to Modules, tap Done.
Note
You cannot mix SAP-provided modules and user-defined modules; that is, you can move SAP-provided
modules only among SAP-provided modules and user-defined modules only among user-defined
modules.
You can create additional modules according to your needs. For more information, see the guide How to
Create Add-Ons for the SAP Business One mobile app for iOS located at SAP PartnerEdge.
For SAP-provided modules the app uses the function-level authorization settings maintained in SAP Business
One. No new configuration is needed. The Alert and Approval modules do not require function-level authorization
and are accessible by all users that are enabled to work on a mobile device. For more information about
authorizations, see Function-Level Authorizations for Users to Work with the App.
Setting Preferences per Module
You can sort and set the display of different types of information in the various modules by using the preferences
option. For example you can decide that the home page would display the KPIs rather than the To Do list, and sort
the sales opportunities by closing rate.
1. On the mobile app for iPhone, on the modules pane, tap the Preferences icon. The Preferences page
appears, listing all the modules in the app. On the mobile app for iPad, tap the right-top corner icon of
module list and choose Preferences.
2. Tap the module for which you want to set or change the current preferences. The various options related
to the selected module appear.
3. You can also set preferences related to user defined fields. By default all user defined fields are displayed.
You can define that only selected user defined fields are displayed. To do so, switch the All option off. The
different user defined fields will be displayed. Now select the required fields.
4. Tap the relevant options, and when you complete, tap back, and eventually Done. The information is
sorted or displayed according to your preferences.

Searching in the Mobile App
You can search for specific document, business partner, item, and other data that exist in your SAP Business One
company database within the mobile app. The search option is available if the search box appears. For example,
when you tap the Service Call module, the list of service calls is displayed. The search box appears at the top of
the page.
You can search by for documents and records using the fields listed below for the different modules:
Business Partners: Business Partner Code, Business Partner Name, Zip Code, City Name, Contact Name,
Contact City Name, Contact Zip Code
Inventory module: Item No., Item Description
Sales Opportunities: Opportunity Name, Opportunity No., Business Partner Code, Business Partner Name,
Sales Person Name
Sales Quotation, Sales Order, and Delivery: Business Partner Code, Business Partner Name, Item No., Item
Description, Doc No.
Service Contract: Customer Code, Customer Name, Item No., Item Description
Service Call: Subject, Customer Code, Customer Name, Item No., Item Description, Serial Number, Contract
No.
To perform a search, follow the steps below.
1. Tap the search box.
The keyboard appears.
2. Enter a value for the search term. For example, if you are searching for a sales order, you can enter the
code or name of the business partner, for whom the sales order was created, or the code or description of
the item for which the sales order was created.
3. Tap the S e a r c h key in the keyboard.
The list of matching results appears.
Note
To fine-tune the results, repeat the steps above, using a more accurate search term.
Note
When initiating a search on a filtered list, the search applies to the filtered list only and not to all of the
records that exist in the specific module.
Using the Enterprise Search
Note
This option is only available for SAP Business One, version for SAP HANA, and SAP Business One,
Analytics powered by SAP HANA 1.1 PL02 (used with SAP Business One 8.82 PL13 or higher, SAP
Business One 9.0 PL06 or higher, or SAP Business One 9.1 PL01 or higher) and only on iPad devices.
1. Tap the search box.
The keyboard appears.

2. Enter a value for the search term and tap the S e a r c h key in the keyboard.
3. The Enterprise Search page appears, displaying the matching results.
4. Tap on each of the following result types to view the respective module:
o Business Partner
o Inventory
o Sales Opportunity
o Sales Quotation
o Delivery
o Service Solution
o Service Call
The Enterprise Search page remains open in the background. To return to the Enterprise Search page, tap
the yellow ribbon at the top of the screen.
5. To close the Enterprise Search page, tap Close.
Recommendation
For more information see the Enterprise Search section in the SAP Business One, Version for SAP HANA
User Guide.
Working with Sales Catalog
Note
The Sales Catalog module is available only on iPad devices.
The Sales Catalog module enables you to:
View images and details of sales items
Compare features of different items
Add selected items to shopping cart
Create sales quotation or sales order directly from within the shopping cart
Launching the Sales Catalog
1. To view items through the Sales Catalog, tap the Sales Catalog module. The Sales Catalog page appears.
2. The images of the items are displayed as decks of cards; the first deck named Featured contains all of the
items that are currently in campaign if exists. Each additional deck represents one item group. The Sales
Catalog page can display up to six groups. If there are more groups defined for the company, they would
appear on the next pages. To view additional item groups, swipe to the next page.
Each card deck displays the three most sold items during the last three months of the respective item
group. In case such statistics is not available for a specific item group (this can happen if no items from
the given item group were sold in the last three months), the items of the specific item group are
displayed and sorted according to the item number.

Note
Only items that are defined as Sales Item and have an image attached in Remarks tab in the Item Master
Data window are represented in the Sales Catalog page. Alternatively, you can store the images of the
items in folder defined in: Administration System Initialization General Settings Path tab Pictures
Folder. The image name should be: <item no.>.png. To view items of a specific item group, tap the image
of the item that appears on the required item group. This item is displayed on the whole page, providing
some specific details. To refresh the displayed information, tap the Refresh icon. Thumbnails of the other
items from that item group are displayed horizontally at the bottom of the page. The items that are
currently in campaign appear with a yellow ribbon on right-top corner of the image. The thumbnail of the
currently displayed item is highlighted. To view a different item of the same item group, tap its thumbnail.
3. To close the Sales Catalog page tap
4. To reset the sales catalog, tap
Searching for Items in the Sales Catalog
You can search for items in the Sales Catalog page by item code, item description, and remarks.
Customizing the Item Info Displayed in Sales Catalog
By using the Preferences module you can customize the item details displayed in the sales catalog, so user
defined fields and item price from selected price list are shown.
1. Tap the Preferences icon . In the Preferences page tap Sales Catalog. The Sales Catalog page appears.
o To display in the sales catalog a price from price list other than the current default price list, tap
Default Price List. A list of available price lists appears. Tap the required price list.
o To display in sales catalog selected user defined fields, tap User-Defined Fields. Select the relevant
user-defined fields.
o To eliminate any of the fields: Length, Width, Height, Volume, or Weight which are currently displayed
by default, deselect the relevant field from the list.
2. Tap back to the Preferences page. Then tap Done.
3. Return to the sales catalog, the item price from the selected price list is displayed, and is also reflected in
the Compare page. In addition the values of the user defined fields (if selected) are displayed.
Comparing Items in the Sales Catalog
You can compare characteristics and features of selected items from a given item group, view the results and
make an educated decision accordingly. For example, you can compare three different models of televisions,
coffee tables and more. To compare items follow the steps below:
1. In the Sales Catalog page tap the group whose items you want to compare. Tap

2. By default, a comparison of the three most sold items is displayed. A list of items from the given item
group is displayed at the side of the page. The compared items are selected and appear at the top of the
list. To initiate a comparison of other items from that group, long-tap and drag the required item from the
list to one of the images of the currently-compared items.
3. The comparison applies to the following parameters:
o Image
o Item Name
o Length, Width, Height, Volume, Weight if selected by the user in the Preferences module
o User-Defined Fields - only user-defined fields configured in the Preferences module
4. You can rate the different parameters in the compared items using a scale of one-to-five stars. To rate a
certain parameter of a given item, long-tap the parameter. The different ratings assigned to each
parameter are summed up and the total number of stars assigned to a given item appears on the item
image. Within a quick look you can tell which item is the top-rated one.
5. To add the top-rated item to a shopping cart tap
6. To empty the comparison list, tap and then confirm the warning message.
Updating Items in Sales Catalog
Working with Shopping Carts
You can add items from the sales catalog to a shopping cart. The shopping cart is saved as a list, and is not
reflected in accounting or inventory management. The shopping cart is a preliminary stage in the sale and when
the time comes, it can be processed in to sales quotation or sales order.
1. On the Sales Catalog page tap the relevant item group. The image of the first item is displayed, and the
other items of the same group are available as thumbnails.
2. To add the currently displayed item to a shopping cart, tap
3. The item is added to the shopping cart and a red dot with number appears on the shopping cart icon
indicating that there is certain number of items in the shopping cart.
Adding a Sales Quotation or Sales Order Based on a Shopping Cart
To create sales quotation or sales order based on a shopping cart follow the steps below:
1. On the Sales Catalog page tap a list of the items added to the shopping cart is displayed.
2. Use the + and - signs to adjust the quantity of the different items, or type the required quantity
3. To create a sales quotation for the listed items, choose the Add as Quotation button, to create a sales
order, choose the Add as Order button.
4. A page of the chosen sales document appears; assign the relevant business partner to the document. The
list of items and quantities specified in the shopping cart is added to the document. Make the required
adjustments and add the document.

Managing Activities in the Activities Module
In the Activities module you can:

View the activities assigned to you in a calendar format view
Edit existing activities and create new activities
Create follow up activities
Close activities
Viewing and Editing Activities in the Activities Module
1. Tap the Activities module. The My Activities page opens, displaying today's activities on a calendar page.
Activities of different types are marked by different colors. The activity name, its start time and end time
are displayed.
2. To view the activity details, tap the relevant activity. The Activity Details page appears.
3. To edit the activity details, tap the Jump icon, and then tap Edit. Make all the changes you need and tap
Done.
Creating a Follow Up Activity
You can create a follow up activity for an existing activity. To do so follow the steps below
1. Display the activity for which you want to create a follow up activity
2. Tap the Jump icon and then tap Follow Up Activity. The Add Activity page appears, displaying all the details
of the original activity. Make any required changed and tap Save.
Working with Documents in the Approvals Module
In the Approvals module, you can:

View documents in the approval process sorted by date or by type
Approve or reject documents in the approval process including travel and leave requests
Note
In the Modules tab, the number on the right of the Approvals module indicates the number of documents
that need your approval.
Within the list of documents, you can:
Update the list of documents by tapping
Hide documents you have already viewed by shaking your mobile device
Unhide documents by tapping again

Approving or Rejecting Documents
1. In the Modules tab, tap Approvals.

A list of documents appears. The list can contain a maximum of 50 documents. To change the way
documents are listed, tap by Date or by Type.
2. Tap the document that you want to approve or reject.
The Approval Info page appears. To view the details of the document draft sent for approval, tap the Doc.
Type field. The Draft Detail page appears, displaying the document draft. Tap Back.
3. Tap Approve or Reject.
The Approve window appears.
4. Enter your remarks (optional).
5. To continue, tap Cancel, Approve, or Reject.
Note
To stop the process, tap Cancel.
The message Approved successfully or Rejected Successfully appears, in addition a respective alert is
sent to the user submitted the draft document for approval:
o Request approved - the user can tap the alert, view the details of the draft document that was originally
submitted for approval, and add it.
o Request rejected - the user can tap the alert, view the remarks entered by the approver (if available) and
the details of the draft document that was originally sent for approval.
Viewing Alerts in the Alerts Module
In the Alerts module, you can view real-time alerts from SAP Business One.
Note
In the menu, the number on the right of the Alerts module indicates the number of new alerts. In the alert
list, unread alerts are marked as bold.
1. In the Modules tab, tap Alerts.
2. A list of alerts appears. A maximum of the most recent 50 alerts is displayed. To change the way
documents are listed, in the tool bar tap by Date, by Prio, or by Type. To update the list of alerts, tap .
Note
To hide the alerts you have viewed, shake your device. To unhide the viewed alerts, tap
3. Tap the alert that you want to view.
The Alert Info page appears. You can tap fields for more information, for example, if a document number
appears, you can tap it and drill down to the document, or if an item code appears, tap it and view
information of the item in stock, In case the alert refers to a document that was sent for approval, you can
tap the alert and view details of the draft document. If the document is approved, you can add it by
tapping Add in the Draft Detail page. A system message asking whether to generate a document from the
draft appears. To add the document, tap Ok.

Note
For user-defined alerts, if there is more than one alert, tap the up or down arrow to view the information of
another alert.
4. To return to the list of alerts, tap Alerts.
Managing Reports in the Reports Module
In the Reports module, you can generate reports, send reports by email, add and delete reports, and change the
display sequence of the reports.
Generating Reports
1. In the Modules tab, tap Reports.

The list of available reports appears. If a report contains selection criteria a special indicator appears next to
the report name.
2. Tap the report that you want to generate.
3. If the report requires entering selection criteria, the Selection Criteria page appears. Tap a parameter to
specify the required value. Then tap Done to return to the Selection Criteria page. Repeat this step until all
selection criteria parameters are specified.
4. The chart and detailed information in the report appear. You can zoom in and out by either pinching or
double-tapping. To change the orientation between portrait and landscape, rotate your device.
5. To return to the list of reports, tap Reports (in iPad, tap Done).
Deleting, Adding, and Changing the Display Sequence of Reports
1. In the Modules tab, tap Reports.

The list of available reports is displayed.
2. Tap Edit.
o To delete a report, tap in front of it, and then tap Delete. To cancel the deletion, tap .
o To add either a new report or a report that was deleted:
1. Tap .
2. Tap the report that you want to add.
3. Tap Save.
o To change the display sequence of reports, choose near the report that you want to move and drag it
to the desired position.
3. To return to the Reports page, tap Done.

Sending Reports by E-Mail
Note
To send a report, an e-mail account for the user of the mobile device has to be configured on the mobile
device.
1. Display the report you want to send (see Viewing Reports).
2. Tap Send.
The New Message page appears with the report already attached to the message body as a PDF.
3. In the To or Cc/Bcc field, enter one or more names or e-mail addresses. Alternatively, to add a contact’s e-
mail address, tap and choose a contact.
4. Enter a subject and a message (optional) and tap Send.
Printing Reports
1. Display the report you want to send.

2. Tap Send and then tap Print. The report is sent to the defined printer.
3. Tap Done.
Managing Business Partner Data in the Business Partners Module
In the Business Partners module, you can filter, view, update, add, and search for business partner information.
Filtering Business Partners
You can filter the list of business partners in the Business Partners module according to business partner types.
Tap a filter to view list of business partners of the respective type:
Lead - applied by default. Displays list of business partners of type Lead.
Customer or Vendor - to display only business partners of type Customer or Vendor
My - to display all the business partners in which the defined sales employee or buyer is the current user
All - to display all the existing business partners, of all types: Lead, Customer, and Vendor.
The filter you apply is kept by default for the next time you enter to the Business Partners module.
For example, if you applied the filter Customer, the next time you access the Business Partners module, the list of
business partners will consist of business partners of type Customer only.

Note
When initiating a search after applying a filter, the search applies to the filtered list. For example, if you
applied the Customer filter and then initiated a search, the search applies to business partners of type
Customer only.
Viewing Business Partner Information
1. On the Modules tab, tap Business Partners.

A list of business partners sorted alphabetically by business partner name appears. By default, the first 25
business partners appear. To view the next 25 business partners, tap Load More… at the bottom of the list. To
refresh the list, use your finger and drag it from the top of this list.
Note
The list has an index along the right side. To jump to business partner whose name starts with a specific
letter, tap that letter. To scroll quickly through the list, drag your finger along the index.
2. To view information about a business partner, tap the business partner.
The BP Info page appears. It includes the following tabs:
o General – Displays the account balance and credit limit of the business partner, as well as contact details
for the company, such as phone number, e-mail address, and Web site.
Note
In Brazilian companies who activated the multi-branch functionality the BP branch is displayed as well.
Note
o Users of SAP Business One, version for SAP HAHA who have iPad devices can view in the General tab
pervasive analysis information for the business partner. For more information, see Pervasive Analysis
section in the SAP Business One, Version for SAP HANA User Guide. Any user-defined fields are displayed
on this tab in a separate section, grouped by the user defined field categories.
o Addr/Contacts – Displays the default contact person and the default ship-to and bill-to addresses.
o Transactions – Tap the relevant category to view the documents or transactions created for the business
partner:
o Activities – Displays the list of activities created for the business partner
To view an activity, tap it.
The Activity Detail page appears. To edit the activity, on the right of the toolbar, tap Edit and make
changes. To save your changes, on the right of the toolbar, tap Save.
To add an activity, on the right of the toolbar, tap .
The Add Activity page appears. Specify the information and on the right of the toolbar, tap Save.
o Special Price – Displays the special prices of items for the business partner. To view item information,
tap the item. From the item display, tap Unit Price to view the item’s price in various price lists.
o Opportunities, Sales Quotations, Sales Orders, and Deliveries– Display, respectively, the sales
opportunities, sales quotations, sales orders, and deliveries created for a business partner. To create

a new opportunity, sales quotation, or sales order, tap . To return to the list of business partners,
on the left of the toolbar, tap Back.
Editing Business Partner Information
1. Display the business partner whose information you want to edit (see Viewing Business Partner
Information).
2. Tap Edit.
The Edit BP page appears.
3. Tap any detail you want to edit, make the required change, and then tap Done.
For example, to change the business partner name, tap BP Name. Enter the new name in the text box and
then tap Done.
4. To change the main contact for the business partner, tap Main Contact.
The list of contacts defined for the business partner appears:
1. To add a contact, tap , specify the information, and tap Done.
2. To edit an existing contact, tap , make the changes, and tap Done.
3. To select an existing contact person as the default contact person for the business partner, tap the name
of the contact person. A appears in front of the name.
5. To change a bill-to or ship-to address, follow the same options as for changing the main contact.
6. In Brazilian companies who activated the multi-branch functionality: to change the currently displayed
branch, tap the Branch field. A list of the existing branches appears. Select the required branch, and tap
Done.
7. After making your changes, tap Save.
Adding Business Partners
1. On the Modules tab, tap Business Partners.

The Business Partners page appears.
2. Tap .
The Add BP page appears.
3. Specify the information and tap Save.
Synchronizing BP Contact Persons with the iOS Contacts App
You can integrate the BP's contact persons details to the phone book on your mobile device. This way you gain
access to contact persons information without having to log on to SAP Business One mobile app.
1. To add contact person info to the mobile device phone book, tap the relevant contact person. The Contact
Info page appears

2. Choose the Sync button. The contact person info is displayed as a phone book record. To create a new
contact person in the device phone book, tap Create New Contact.
3. To add the contact person info to an existing contact person in the phone book, tap Add to Existing
Contact. The list of contacts that already exist in the phone book appears. Tap the required existing
contact. The details of the existing contact will be updated according to the contact person details from
SAP Business One mobile app.
Creating New Contact Person Based on Contact in the iOS

Contacts App
You can create a new contact person for business partner based on existing contact in your device's phone book.
1. Open the business partner for whom you want to add the new contact person. Tap the Addr/Contacts tab
tap All Contacts. The list of all contacts defined for this business partner appears
2. Tap New Contact, and then tap From Address Book. The list of contacts defined in the mobile device's
phone book appears.
3. Choose the contact you want to add as a contact person for the given business partner.
4. Tap Done.
Viewing Items in the Inventory Module
In the Inventory module, you can:

View information about items in inventory, including a picture and unit price of a selected item
View quantities of an item by warehouse
Search for items in inventory (follow the steps in Searching in the Mobile App)
Viewing Information about Items in Inventory
1. On the Modules tab, tap Inventory.

The list of items is displayed sorted alphabetically by item code. By default, the first 25 items appear. To view
the next 25 items, tap Load More… at the bottom of the list. To refresh the list, use your finger and drag it from
the top of this list.
Note
The item list has an index along the right side. To jump to items whose item code starts with a specific
letter, tap that letter. To scroll quickly through the list, drag your finger along the index.
2. To view information about an item, tap the item.
The Item Info page displays detailed information about the item, including user-defined fields.
o To view the item picture, tap the placeholder picture.

o To view the price of the item in various price lists, tap Unit Price.
o To view inventory levels of the item by warehouse, tap In Stock Qty. For each warehouse, you see the
quantity of the item in stock, committed, ordered, and available.
Viewing Price Lists in the Price Lists Module
In the Price Lists module, you can view the price lists as defined in your SAP Business One company database and
search for specific items within a given price list.
Viewing Price List Details in the Price Lists Module
1. On the Modules tab, tap Price Lists.

The Price Lists page appears, listing all the price lists that exist in your SAP Business One company database.
2. To view the prices defined in a specific price list, tap the relevant price list.
The <price list name> page appears. The selected shows a list of items sorted alphabetically by item code with
their prices. By default, the first 20 items appear. To view the next 20 items, tap Load More… at the bottom of
the list. To refresh the list, use your finger and drag it from the top of this list.
Note
The list has an index along the right side. To jump to an item whose code starts with a specific letter, tap
that letter. To scroll quickly through the list, drag your finger along the index.
3. To return to the Price Lists page, tap Back.
Searching for Items in Within a Price List
To search for a specific item within a given price list, follow the steps described in Searching in the Mobile App.
Managing Sales Documents in SAP Business One Mobile App
You can view, print, send, search for, and create sales quotations, and sales orders, as well as submitting drafts of
sales quotations and sales orders for approval, by using the relevant module:
Sales Quotation module
Sales Order module
In addition, you can update exiting sales quotations and sales orders and manage activities related to these
documents.

Viewing Sales Document Information
1. On the Modules tab, tap the relevant module.

A page listing the existing sales documents of the selected module appears. The sales documents are sorted
in descending order by document number. By default, the 20 most recent documents are displayed. To view
the next 20 documents, tap Load More… at the bottom of the list. To refresh the list, pull down the list at the
top of the list.
Note
Sales documents with a status of Open have an orange side bar in the front of the sales document.
2. To view information about a sales document in the list, tap the sales document.
o For sales opportunities, the Opportunity Info page displays opportunity details such as business partner,
status, stage, and so on.
o The Info page for sales order, sales quotation, and delivery contains four tabs: Header, Contents,
Logistics, and Accounting. The page contains the following information:
o Header tab – Document number, currency, sales employee, customer ref. number, status, business
partner details, dates, total values, and user-defined fields, if any exist
o Contents tab
For an item type document:
Each row has a summary row on this tab, including item description, item code, quantity, unit of
measure, items per unit, and user-defined fields if exist. To view row details, tap the row. The Details
page appears.
To view detailed information of the item, tap Item. The Stock Info page appears.
Note
When using SAP Business One, version for SAP HANA and in iPad devices only, you can preview the
delivery schedule for items in sales orders. To preview the delivery schedule of the selected item, tap
Schedule. The Schedule Delivery page appears. Then tap Preview. To confirm or apply the changes made,
tap Done. To return to previous page or cancel changes, tap Cancel. For further information see the
Scheduling Deliveries section in the SAP Business One, Version for SAP HANA User Guide.
For a service type document:
Each row in the sales order has a summary row on this tab, including description, line total, and user-
defined fields if exist. Line total is displayed in document currency. To view row details, tap the row.
The Details page appears.
o Logistics tab – Bill-to and ship-to addresses and shipping type, if defined. To see a map and get
directions, tap the relevant address.
o Accounting tab – Payment terms and payment means defined for the document, as well as the BP
project.
Updating Sales Documents
You can update existing sales quotations and sales orders that comply with the following conditions:
The sales quotation or sales order is in status Open

The sales quotation or sales order was not fully or partially drawn into target document
The sales quotations or sales order is not subject to approval procedure
Procedure
1. Display the sales quotation or sales order you need to update
2. Tap Edit. The document is switched to Edit mode.
3. Make all the changes required.
Note
When editing the Items page, you can check the available quantity of the different items, In the Quantity
field tap . The Inventory by Warehouse page appears, displaying the total available, in-stock, ordered,
and committed quantities in all warehouses, as well as in each warehouse separately. To return to the
Items page, tap Back
Note
When editing the Items page for Sales Quotation, you can specify the items as alternative item or not.
4. To save your changes, tap Save, otherwise, tap Cancel.
Note
The following values cannot be modified:
o Customer code and customer name
o Document currency
Copying Sales Quotations to Sales Orders
You further process sales quotation on the mobile app and copy them to sales orders. To do so, follow the steps
below:
1. Display the sales quotation you want to copy into a sales order, and tap .
2. Tap Copy to Order. The Add Sales Order page appears displaying all the information taken from the
selected sales quotation.
3. To add the sales order based on the sales quotation, tap Save.
4. The Sales Order is saved and the status of the sales quotations which is the base document is set to
Closed.
Sending / Printing / Sharing Sales Documents
You can send, print, and share sales quotations and sales orders by using SAP Crystal print layout. To do so,
follow the steps below.
1. Display the sales document you want to send, and tap the Jump icon.
2. Tap the option Layout. The print preview of the selected document using the default SAP Crystal layout
appears

3. Tap Send, and then choose the method you want to share : E-mail, Printer, Copy
Searching for Sales Documents
To search for specific sales document, follow the steps described in Searching in the Mobile App
Filtering Sales Quotations, Sales Orders, and Deliveries
You can filter sales quotations, sales orders, and deliveries to view only documents with status Open, documents
created by you, or to view all the existing documents.
To filter the view of existing documents, choose the Sales Quotations, Sales Orders, or Delivery module. A list of
the respective documents appears:
To view only documents created and owned by you, choose My.
Note
This option is available only if the current user, who is logged on to the app, has an employee master data
record that is linked to the current user code.
To view only documents with status Open, choose Open.
To clear the filter and display all documents, choose All.
Note
When initiating a search after applying a filter, the search applies to the filtered list, and not to all existing
documents.
Managing Activities for Sales Documents
You can view, add, and close activities related to sales quotations and sales orders.
Viewing Activities Related to Sales Documents
1. Display the relevant sales quotation or sales order and choose the Header tab.
2. Tap Activities.
3. A list of all the activities created for the displayed document appears. Closed activities appear in gray. Tap
an activity to view its details.

Adding New Activities to Sales Documents
To add new activity to an existing sales quotation, or sales order follow the steps below:
1. Display the sales quotation or sales order to which you need to add the new activity.
2. Choose the Header tab, and then tap Activities.
3. The list of activities related to the selected document appears. Tap .
4. The Add Activity page appears, containing the details of the customer for which the document is created.
Add the activity details. Tap Save.
Editing Activities Related to Sales Documents
You can edit activities related to a specific sales quotation or sales order as long as the status of the activity is
Open.
1. Display the list of activities related to the relevant sales quotation or sales order (see Viewing Activities
Related to Sales Documents)
2. Display the activity you need to update and tap Edit.
3. Make all required changes and tap Save.
Note
At this stage you cannot make any modification in the sales quotation or sales order to which the activity
is related.
Closing Activities Related to Sales Documents
To close activities related to a specific sales quotation, or sales order perform the following steps:
1. Display the list of activities related to the relevant document (see Viewing Activities Related to Sales
Documents).
2. Tap the activity you want to close. The Activity Details page appears. Tap .
3. Tap Close Activity. A confirmation message appears. To close the activity, approve the message.
Creating Sales Quotations and Sales Orders
You can create sales quotations and sales orders only for items, not for services.
1. On the Modules tab, tap the module of the sales document you want to create.
The list of existing sales quotations or sales orders appears.
2. Tap .
The Add <Sales Document Name> page appears. Mandatory fields and mandatory user-defined fields are
indicated by the ghost text Required.

3. The field Doc. Series displays the default numbering series defined for the sales quotation or sales order.
To assign to the document different numbering series, tap this field. A list of all available numbering series
appears. Tap the numbering series you want to assign to this document.
4. To specify the business partner for whom the document is created, tap Business Partner.
The list of business partners appears.
5. Select the relevant business partner and tap Done.
o The main contact person and the default sales employee of the selected business partner are
automatically populated in the respective fields. To assign a different contact person or sales employee to
the document, tap the relevant field. A list of the available contact persons or sales employees appears.
Tap the required contact person or sales employee and then tap Done.
o The BP currency is automatically populated in the Currency field. In case there is more than one currency
defined for the BP, the first one is populated by default. To assign to the document a different currency,
tap the Currency field. The list of available currencies appears. Tap the required currency and then tap
Done.
6. In the LOGISTICS section the default Ship To and Bill To addresses appear. You can select other pre-
defined addresses by tapping the address or edit manually the displayed addresses by tapping the icon
7. To add items to the document, tap Item.
The Items page appears.
8. Tap , select the required items, and tap Next. A list of the selected items appears. Specify the required
quantity and tap Done. To check the available quantity of the item in the warehouse, tap . The
Inventory by Warehouse page appears, displaying the total available, in-stock, ordered, and committed
quantities in all warehouses, as well as in each warehouse separately. To return to the Items page, tap
Back. To add more items to the document, repeat steps 5 and 6.
Note
When using SAP Business One, version for SAP HANA, and on iPad devices only, the Available to Promise
chart is displayed for the chosen item. For further information see the Advanced Available to Promise
(ATP) section in the SAP Business One, Version for SAP HANA User Guide.
9. Specify any other relevant information.
10. To add the document, tap Save.
Cancelling Sales Documents
To cancel sales orders or sales quotations of status Open follow the steps below.
1. Display the document you want to cancel and tap . Tap Cancel Order (or Cancel Quotation, depends
on the document you want to cancel).
2. A system message warning that cancellation of the document is irreversible appears. To continue and
complete the cancellation, tap OK.
3. The status of the document is set to Cancelled.

Submitting Drafts of Sales Quotations and Sales Orders for
Approval
You can create drafts of sales quotations and sales orders and trigger an approval procedure, if defined.
Note
This functionality is available only if the checkbox Activate Approval Procedures in DI is selected in
Administration System Initialization General Settings BP tab.
1. Create the sales quotation or sale order by following steps 1-8 provided in the Creating Sales Quotations
and Sales Orders section above.
2. To add the document, tap Save. A system message appears, notifying you that an approval is required.
3. Enter any relevant remarks and tap OK. To return to the document, tap Cancel.
4. A draft of the sales quotation or sales order is created and sent for approval.
Submitting Leave or Travel Requests for Approval
You can submit leave request and travel request for management approval. To use this functionality, you have to
define first a respective workflow template in the back end. For more information see the guide: How to Configure
the Workflow Service and Design the Workflow Process Templates in
http://service.sap.com/smb/sbocustomer/documentation
1. Tap Self Service. The Employee Self Service page appears.
2. Tap Add Leave Request or Add Travel Request (as required). The respective page appears.
3. Enter all relevant information, and tap Send. The leave or travel requests are sent to the approving
manager(s) and appear in the Approvals module.
Managing Sales Opportunities
The Sales Opportunities module enables you to create, view, and search for sales opportunities. In additions, you
can view, edit, and create stages for sales opportunities.
Viewing Sales Opportunities
1. On the Modules tab, tap the Sales Opportunities.

A page listing the existing sales opportunities, filtered by status appears. The sales opportunities are sorted
by default in descending order by document number. You can customize the sort order by using the
Preferences module. For each opportunity in the list you can see the business partners to whom it was
created, its status, the date of creation, and the closing rate. By default, the 20 most recent sales
opportunities of the selected status are displayed. To view the next 20 sales opportunities, tap Load More… at
the bottom of the list. To refresh the list, pull down the list at the top of the list.

Note
By default, sale opportunities with status Open are displayed. To display sales opportunities of status
Won or Lost, tap the required filter. To display all the sales opportunities, tap All.
When initiating search, the search applies to the filtered list only, and not to all of the existing sales
opportunities.
Sales opportunities with a status of Open have an orange side bar in the front of the sales document.
2. Tap a sales opportunity to view its details.
The Opportunity Info page displays opportunity details such as business partner, status, stage, and so on.
Creating Sales Opportunities
1. On the Modules tab, tap Sales Opportunities.

The list of existing sales opportunities appears.
2. Tap .
The Add Opportunities page appears.
3. Specify the required information and tap Save. The fields Opportunity Name, Business Partner, and
Potential Amount are mandatory and indicated by the ghost text Required.
Searching for Sales Opportunities
To search for specific sales opportunity, follow the steps described in Searching in the Mobile App
Viewing Stages Related to Sales Opportunities
To view stages related to a selected sales opportunity perform the following steps:
1. Display the required sales opportunity.
2. Tap All Stages. The list of all stages and the respected closing rate related to this sales opportunity
appears.
3. Tap a stage to view its details. The Stage Info page appears, displaying all the details of the selected stage:
o Closing Rate
o Potential Amount
o Stage - displays the stage name
o Stage Start Date and Stage Close Date
o Sales Employee
o Remarks

o Doc. Type and Document - if the stage is related to a specific sales document (sales quotation or sales
order), these fields display the document type and its number. To view the related document, tap the
field.
o Activities - tap to view the list of activities related to this stage. You can also add or update the activities in
latest stage
Editing Sales Opportunities
You can edit the header information of a sales opportunity with status Open or you can edit its last stage. To do so
follow the steps below:
1. Display the required sales opportunity and tap .
2. Tap Edit. The details of the selected sales opportunity appear.
3. Make the required changes and tap Save.
Adding New Stages to Sales Opportunities
You can create new stages to existing sales opportunities with status Open.
To create new stages for sales opportunities perform the following steps:
1. Display the sales opportunity for which you want to create the new stage, and tap .
2. Tap Add a Stage. In the Add a Stage page enter all relevant details for the new stage. Potential Amount is a
mandatory field.
3. To relate the new stage to a specific document type, tap Doc. Type, and select either sales quotation or
sales order. Then, choose the specific sales quotation or sales order. The selected document and its
number are displayed in the Document field, in the Stage Info page.
4. Tap Save.
Setting Won or Lost Statuses to Sales Opportunities
To set the status Won or Lost to an existing sales opportunity with status Open, perform the steps below:
1. Display the sales opportunity for which you want to change the status. Tap .
2. Tap Set Status. Tap the status you want to set to the sales opportunity.
Note
When changing the status of a sales opportunity from Open to either Won or Lost, it is not possible to
make any additional changes to the document.

Viewing Dashboards in the Dashboards Module
Using the Dashboards module, you can view the following predefined dashboards:
Sales Analysis Dashboard – contains the following charts:
o Fiscal Year Analysis – compares this year’s sales amount to last year by month.
o Opportunity Win Rate – compares this year’s opportunity win rate to last year by month.
For a displayed month, the win rate equals the number of opportunities won in the month divided by the
total number of opportunities closed in the month.
Closed opportunities include opportunities with a status of Won or Lost.
Note
Fiscal Year Analysis and Opportunity Win Rate display general sales performance.
o Top 5 Customers – displays the top five customers selected by current fiscal year revenue.
To view details about a customer, tap Sales Amt or Gross Profit associated with the customer. The Item
Ranking and Opportunities Status charts are updated for the selected customer.
o Item Ranking – displays the top five items for the selected customer in the current fiscal year.
o Opportunities Status – displays opportunities by status for the selected customer.
Note
Top 5 Customers, Item Ranking, and Opportunities Status display details about the top five customers.
Cash Flow Dashboard – Contains the following charts:
o Cash Flow Forecast Overview – displays incoming cash flow and outgoing cash flow by month.
To view details of incoming cash flow or outgoing cash flow for a month, tap the corresponding period.
The Cash Flow Details and BP Amount charts are updated accordingly.
o Cash Flow Details – displays the five transactions with the largest amounts for the selected period sorted
in descending order by amount.
o BP Amount – displays cash flow amounts by business partner for the selected period.
Note
This dashboard is only available when working with SAP Business One 8.81 PL(07) and higher. When working
with SAP Business One, version for SAP HANA, this dashboard is replaced by the Cash Flow Forecast
dashboard, which is available on iPad devices only.
Purchase Quotations Dashboard – Contains the following charts:
o Purchase Quotation Overview – displays the overview of purchase quotations in three categories
(Responded, Partial/No Response, Overdue).
To view the purchase quotation details, tap each section of the pie chart.
o Purchase Quotation Detail – displays detailed information on purchase quotations according to the
selected category.
The default category is Partial/No Response.
Cash Flow Forecast Dashboard - available only when using SAP Business One mobile app 1.8.x for iOS and
higher on top of SAP Business One, version for SAP HANA, and on iPad devices only. This dashboard provides
you detailed information about your company's incoming and outgoing cash flows. For more information see
the Using Cash Flow section in the SAP Business One, Version for SAP HANA User Guide.

User Defined Pervasive Dashboards - available only when using SAP Business One mobile app 1.9.x for iOS or
higher on top of SAP Business One 9.0, version for SAP HANA or higher, on both iPad and iPhone devices. If
you created pervasive dashboards by using the pervasive analysis designer, you can view them in the
Dashboards module. These dashboards are listed after the predefined dashboards.
Advanced Dashboards - available only when using SAP Business One mobile app 1.11.x for iOS or higher on top
of SAP Business One 9.1 PL05, version for SAP HANA and higher
In addition, you can:

Send dashboards by e-mail
Configure the refresh settings of the data cache for mobile dashboards
Viewing a Selected Dashboard
1. On the Modules tab, tap Dashboards.

The Dashboards page appears.
2. Tap the dashboard or the advanced dashboard that you want to view.
The respective dashboard page appears, containing the relevant charts.
3. To maximize a chart, double-tap the chart. To return to the dashboard home page, double-tap the
maximized chart.
4. To return to the SAP Business One mobile app home page, tap Close.
Note
When viewing the Cash Flow Forecast dashboard (available only when using SAP Business One version for
SAP HANA, and only on iPad devices), you can tap to minimize the dashboard to a yellow ribbon that
appears on the top of the screen. Tap the yellow ribbon to display the dashboard again. To close the
dashboard, tap Done,
Sending Dashboards by E-Mail
1. On the Modules tab, tap Dashboards.

The Dashboards page appears.
2. Tap one of the three dashboards.
A dashboard page appears.
3. To open a new dashboard view, tap Send in the top-right corner.
The Draw and Send view appears. Note that you can draw with your finger on this view if needed.
4. To clear the drawing, double-tap the view.
5. To open the e-mail view and send an e-mail, tap Send in the top right-hand corner.

Configuring the Data Cache
You use the same data cache functionality in both SAP Business One, and mobile dashboards. To enable the data
cache and specify a schedule for refreshing data in dashboards, proceed as follows:
1. Choose Administration Setup General Dashboard Manager.
2. In the Dashboard Manager window, choose the Refresh Settings button.
3. In the Data Refresh Settings window, enable the data cache by selecting the Enable Data Cache checkbox.
4. To establish a new time schedule, or to change an existing schedule for refreshing data in dashboards,
select one or more checkboxes for the desired times (listed in the Refresh Data At column).
5. To save your changes, choose the Update button.
Viewing Service Contracts and Searching for Equipment Cards in

the Service Contract Module
In the Service Contract module, you can:

View details of service contracts and search for service contracts
Search for and view customer equipment cards by entering an item’s serial number for a keyword search or
by using an item’s barcode to scan a serial number
Note
Scanning supports only barcode 39.
Viewing Service Contracts
1. On the Modules tab, tap Service Contracts.

The Service Contract page appears. It displays a list of service contracts, sorted in descending order by the
end date of the contract. By default, 20 service contracts with an end date furthest in the future are displayed.
To view the next 20, tap Load More… at the bottom of the list. To refresh the list, pull down at the top of the
list.
Note
An end date in red indicates an expired contract.
2. To view the details of a contract, tap the contract.
3. In the Contract Detail page, you can do the following:
o View information about the contract, such as service type and validity period. In addition, you can see
cumulative response time and resolution time for service calls created for this contract and a list of the
service calls for items covered by the contract.
o Access the business partner by tapping either BP Name or BP Code.
4. To return to the list of service contracts, on the left of the toolbar, tap Service Contract.

Searching for and Viewing Customer Equipment Cards
A service contract may include one or more customer equipment cards. You can search for the equipment card of
an item by using the item’s serial number or manufacturer’s serial number (if the item’s serial number is not
available). The mobile app supports barcode scanning of an item’s serial number by using the camera in the
iPhone or iPad.
1. On the Modules tab, tap Service Contract.
The Service Contract page appears.
2. From either the Service Contract page or the Contract Detail page, tap the jump button at the top-
right of the screen.
o To search by serial number, tap Search Serial Number, enter a serial number, and tap OK.
o To use a scanned-in barcode, tap Scan Serial Number. Using the camera function of your iPhone or iPad,
take a picture of the item’s barcode. If a valid code is found, you hear a beep; otherwise you get a “Code
not found” alert.
3. If a customer equipment card is found, the Customer Equipment Card page appears, displaying
information about the equipment, such as status and start and end dates.
To view the service contract for this equipment item, tap Service Contract at the bottom of the Contract Detail
page. To view service calls created for this customer equipment card, tap Service Call.
Viewing and Processing Service Calls in the Service Calls Module
In the Service Call module, you can:

View service calls and service call details, including activities and solutions created for the service call
Pick up service calls
Close service calls
Create new activities and solutions for service calls
Viewing Service Call Details
1. In the Modules tab, tap Service Call.

The Service Call page appears. It displays a list of service calls, sorted in descending order by date. By default,
the most recent 20 service calls with status Open are displayed. To view all of the existing service calls, tap All;
To view only service calls with status Pending, tap Pending. To view only service calls assigned to you, tap My.
For service calls with status Open or Pending the creation date is considered; for closed service calls, the
Closed On date is considered. To view the next 20, tap Load More… at the bottom of the list. To refresh the
list, pull down at the top of the list.
2. To view the details of a service call, tap the call.
In the Service Call Info page, you can view the following:
o Business partner details
o Details about the item for which the call was created

o Call status and priority,
o Activities created and assigned to the service call
1. To view the activities created for the service call, tap Activities.
2. On the Activities List page, tap an activity to view its details.
o Solutions created and assigned to the service call
1. To view solutions created and assigned to the service call, tap Solutions.
2. On the Solution page, tap a solution to review its details.
3. To return to the list of service calls, tab Back.
Picking Up Service Calls
You can pick up service calls with status Open. The status of the service call is then updated to Pending and the
Handled By field is filled with the name of the current user. In addition, you can pick up service calls with status
Pending that are handled by users other than the current user. In that case, the Handled By field is updated
accordingly.
2. The Service Call page appears with a list of service calls. For information about the list, see step 1 in
Viewing Service Call Details. Service calls with status Open have an orange side bar in the front of the
service call.
3. Tap the service call you want to pick up.
4. On the Service Call Info page, tap the jump button and then tap Pick Up.
A warning message appears asking you to confirm picking up the call.
5. To continue, tap OK.
You can now process the service call: add new activities or solutions and close the service call.
Closing Service Calls

The Service Call page appears with a list of service calls. For information about the list, see step 1 in Viewing
Service Call Details. Service calls with status Open have an orange side bar in the front of the service call.
2. Tap the service call you want to close.
3. On the Service Call Info page, tap the jump button and then tap Close Service Call.
A warning message appears asking you to confirm closing the call.
4. To close the call, tap OK.
The status of the call is updated to Closed and the Closed On field is filled with the date on which you closed
the call.

Adding New Activities and Solutions to Service Calls
You can add new activities and new solutions only to service calls with status Open or Pending.
1. Display the relevant service call.
o To add an activity:
1. Tap Activities.
2. On the Activities List page, tap .
3. On the Add Activity page, specify the activity details and tap Save.
Note
If you create a Meeting activity, Address field is added enabling to enter the meeting location.
o To add a solution:
1. Tap Solutions.
2. On the Solutions List page, tap .
3. On the Add Solution page, fill in the solution details and then tap Save.
2. To return to Service Call page, tap Back.
Managing Attachments
You can view, download, and upload attachments from and to business partners, items, activities, sales
opportunities, sales documents, and service calls.
The Attachments entry is added as follows:
To the General tab in the BP Info and Item Info pages
To the Activity Details in Activity
To the Opportunity Info in Sales Opportunity
To the Header tab in sales documents
To the Service Call Info in Service Call
Viewing Attachments
1. Open the relevant document or object and navigate to the Attachments entry. Tap Attachments.
2. The Attachments page appears, listing the attached files. Touch and hold the attachment file you want to
view.
3. Files of image types are displayed directly. For other file types, a system message asking which program
to use for opening the file appears.
4. Select the required program. The selected attachment file is displayed.

Uploading Attachments
You can upload attachments of image file types only, by either browsing to the required image file, or by taking a
picture using your mobile device.
Uploading attachment is only possible to documents and objects that can be updated.
1. Open the document or object to which you want to add an attachment. Tap Attachments.
2. The Attachments page appears. To choose an existing image file, tap Choose Photo and browse to the
image file you want to attach. To take a picture and attach it, tap Take Photo.
Integrating Customized Help
You can integrate a customized help file into the app, which is shown as a new user-defined module. To do this,
upload a help file in PDF format using the SAP Business One integration framework (B1iF).
1. To open the integration framework Web page, choose the Control Center menu.
2. In the pop-up Control Center Web page, choose Maintenance.
3. Choose the BizStore Upload menu on the left.
4. To specify your own help file in PDF format, choose Browse.
5. Make sure the BizStore-URI is in the path ‘/com.sap.b1.mobile/hlp/<help>.pdf’.

Appendix
More Information
Further information can be found in the following two SAP Notes:

1618978 - B1ic_Troubleshooting Guide for B1ic Installation
1602674 - SAP Business One mobile app for iOS - Troubleshooting Guide
Function-Level Authorizations for Users to Work with the App
The Modules tab of the mobile app displays the twelve modules provided by SAP, as well as user defined modules
if exist. For SAP-provided modules, the mobile app retrieves authorization settings as defined in SAP Business
One desktop application, controlling accessing, viewing, adding, and editing data.
The Alert and Approval modules do not require function-level authorization and are accessible by all users that are
enabled to work on a mobile device.
In SAP Business One, a super user can assign permissions to a user by choosing Administration System
Initialization Authorizations General Authorizations.
The following table shows the functions that users can perform, and what authorizations are needed.
Action Minimum Required Authorization Permission Setup in SAP Business One
View SAP Crystal Full Authorization A user needs authorization in SAP Business One
Reports to view each report. If a user does not have
authorization to view a report in SAP Business
One, the user cannot view the report using the
mobile app.
Add customer or Full Authorization Adding Customer/Vendor Master Data section in

vendor Authorizations window
Add lead Full Authorization Adding Lead BP section in Authorizations window
View Leads Full Authorization Business Partner Type Leads in the Business
Partners section in the Authorizations window
View Customers Full Authorization Business Partner Type Customers in the

Business Partners section in the Authorizations
window
View vendors Full Authorization Business Partner Type Vendors in the Business
Partners section in the Authorizations window
View account Read Only BP Balances in the General section in the

balance and credit Authorizations window
limit in the BP Info

46 © 2016 SAP SE. All rights reserved. Appendix
page
Add activity Full Authorization Activity section in Authorizations window
Edit activity Full Authorization Activity section in Authorizations window
View activity Read Only Activity section in Authorizations window
View item Read Only Item Master Data section in Authorizations

window
View price list Read Only Price Lists Group # section in Authorizations
window
View special price Read Only Special Prices for Business Partners section in
list1 Authorizations window
View sales Read Only Sales Opportunities section in Authorizations

opportunity window
Add/Update sales Full Authorization Sales Opportunities section in Authorizations

opportunity window
View sales order Read Only Sales Order section in Authorizations window
Add/Update sales Full Authorization Sales Order section in Authorizations window

order
View sales quotation Read Only Sales Quotation section in Authorizations window
Add/Update sales Full Authorization Sales Quotation section in Authorizations window

quotation
Update sales Full Authorization Change Sales Employee and Sales Employee
employee in sales Update in Sales - A/R section in Authorizations
quotation or sales window
order
View dashboard Full Authorization Dashboard section in Authorizations window
View service Read Only Service Contract section in Authorizations window

contract
View customer Read Only Customer Equipment Card section in

equipment card Authorizations window
View service calls Read Only Service Section in Authorizations window
Process service calls Full Authorization Change Status in Special Service Call
Authorizations section in Authorizations window
View key Read Only Query Generator section in Authorizations window

performance
1
The price lists that belong to the price list group for which the user has either full authorization or read-only
authorization are displayed in the mobile app.

Appendix © 2016 SAP SE. All rights reserved. 47
indicator (KPI) 2
The permission related to a price list has nothing to do with the permission related to price list groups. If a user
has no authorization for a price list, SAP Business One does not display any price list. If a user has no
authorization to a specific price list group, SAP Business One does not display any price lists that belong to this
group.
Mobile App Function Availability Based on SAP Business One

License Type
The functions available for each user on the mobile app are derived from the type of license assigned to the user
and from the authorizations granted to the users in SAP Business One desktop application.
Users who are granted with full authorizations within the license type assigned to them can use all the mobile app
functions described in this document with the following exceptions:
Limited Logistics License – cannot access Sales Opportunity, Service Call, and Service Contract Modules,
and cannot add new Sales Quotations.
Limited Financials License – cannot access Sales Opportunity, Service Call, and Service Contract Modules,
and cannot add new Sales Orders and Sales Quotations.
B1 Starter Package License – cannot access Service Call and Service Contract Modules.
CRM Services License – cannot add new Sales Orders.
2
In the KPI view, queries that belong to the saved queries group for which the user has either full authorization or
read-only authorization are displayed.

48 © 2016 SAP SE. All rights reserved. Appendix
Copyrights, Trademarks, and
Disclaimers
© 2016 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. All other product and service names mentioned are the
trademarks of their respective companies. Please see
http://www.sap.com/corporate-
en/legal/copyright/index.epx#trademark for additional trademark
information and notices.
Please see http://www.sap.com/corporate-
en/about/legal/copyright/thirdparty-notices.html for third party
trademark notices.
Please see https://help.sap.com/disclaimer-full for important
disclaimers and legal information.
JAVATM DISCLAIMER
Some components of this product are based on Java™. Any code
change in these components may cause unpredictable and severe
malfunctions and is therefore expressly prohibited, as is any
decompilation of these components.
Any Java™ Source Code delivered with this product is only to be
used by SAP’s Support Services and may not be modified or altered
in any way.
SAP BUSINESS ONE – ADDITIONAL COPYRIGHTS &
TRADEMARKS
DotNetZip, .NET, SQL Server, Visual C++, Visual #, and Windows
Installer are registered trademarks of Microsoft Corporation.
DynaPDF is a trademark of DynaForms Software for Documents -
Jens Boschulte.
EDTFTPJ/PRO is a trademark of Enterprise Distributed
Technologies.
InstallAnywhere and InstallShield are trademarks of Flexera
Software LLC.
SEE4C (SMTP/POP3 Email Engine Library for C/C++) is the
copyright of MarshallSoft Computing, Inc.
Victor Image Processing Library and VIC32 are trademarks of
Catenary Systems. The Victor Image Processing Library is copyright
material. This includes the source code, object code, dlls, examples,
and documentation. This material is protected by United States
copyright law as well as international copyright treaty provisions.

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EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R .

PUBLIC SAP Business One mobile app for iOS

Configuring the SAP Business One Solution ..................................................................................................... 7

Configuring the SAP Business One App ........................................................................................................... 13

Using the SAP Business One App ..................................................................................................................... 15

SAP Business One mobile app for iOS PUBLIC

PUBLIC SAP Business One mobile app for iOS

Requirements for mobile devices:

Requirements for SAP Business One solution:

SAP Business One mobile app for iOS PUBLIC

PUBLIC SAP Business One mobile app for iOS

Configuring Mobile App Users

Retrieving the Mobile Device ID

Activating Mobile App Users

SAP Business One mobile app for iOS PUBLIC

PUBLIC SAP Business One mobile app for iOS

Configuring for SAP Crystal Reports

Configuring for SAP Crystal Reports Deployed on SAP Business

SAP Business One mobile app for iOS PUBLIC

Setting Up Add-Ons to Run Within the Mobile App

PUBLIC SAP Business One mobile app for iOS

Configuring the SAP HANA Server

Configuring for SAP Business One analytics powered by SAP HANA

SAP Business One mobile app for iOS PUBLIC

Activating the B1i Mobile Scenario

PUBLIC SAP Business One mobile app for iOS

SAP Business One mobile app for iOS PUBLIC

PUBLIC SAP Business One mobile app for iOS

Logging On to SAP Business One Company Database

SAP Business One mobile app for iOS PUBLIC

PUBLIC SAP Business One mobile app for iOS

Main Title - Growth Rate - Indicator

Possible values for indicator are P (positive) and N (negative):

Arrow Indicator Growth Rate

Red down P <0

Green down N <0

Working with the Cockpit

SAP Business One mobile app for iOS PUBLIC

Setting Preferences per Module

PUBLIC SAP Business One mobile app for iOS

Using the Enterprise Search

SAP Business One mobile app for iOS PUBLIC

Working with Sales Catalog

Launching the Sales Catalog

PUBLIC SAP Business One mobile app for iOS

Searching for Items in the Sales Catalog

Customizing the Item Info Displayed in Sales Catalog

Comparing Items in the Sales Catalog

SAP Business One mobile app for iOS PUBLIC

Updating Items in Sales Catalog

Working with Shopping Carts

Adding a Sales Quotation or Sales Order Based on a Shopping Cart

PUBLIC SAP Business One mobile app for iOS

In the Activities module you can:

Viewing and Editing Activities in the Activities Module