Describes essentials of navigation in SAP PLM 7.01/02, including use of object navigator, business context viewer, favorites, searching, and personal object work list.
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LeverX SAP 7.02 Navigation Essentials
1. Essential
SAP PLM Tutorial
Navigation in SAP PLM 7.0X
By Eric Stajda
PLM Practice Lead
1 Copyrighted 2012 by LeverX, Inc.
2. Agenda
Discussion around menu structure and tailoring to specific users groups
Available options for searching (Quick Search vs. Advanced Search)
Use of favorites, recently accessed, and last changed
Use of Personal Object Worklist (POWL) to keep track of key objects of interest
A look at the Object Navigator and what information can be derived, including where used list,
product structure, and related change numbers
Using the Business Context Viewer to gather context based information from different areas of
the SAP system
Tailoring the "You Can Also" action items per object
Thumbnails and preview images
Making use of standard capabilities to filter and export results
13 Jan 2012 2 Copyrighted 2012 by LeverX, Inc.
3. Goal of Presentation
Provide an understanding of navigating in the PLM 7.0X environment
Answer common questions
Differences between SAP GUI and PLM 7.0X environment
Tip and tricks
13 Jan 2012 3 Copyrighted 2012 by LeverX, Inc.
4. Menu Structure
The sidebar menu can be tailored to specific user
groups
Goal is to eliminate noise and simplify
Menus are generated from the role assigned to
user
Yes, it is possible to:
Insert SAP GUI transactions into menu
Include URLs links
Create common unified environment for users to
access SAP data and systems
13 Jan 2012 4 Copyrighted 2012 by LeverX, Inc.
5. Searching
Multiple ways to do searching:
Quick Search
Object Based Search
Advanced Search
Possible to save search queries
when doing advanced search
Quick Search is best way to get
“Google” like search
Previews up usability factor
Right click on objects can be
tailored
13 Jan 2012 5 Copyrighted 2012 by LeverX, Inc.
6. Favorites, Last Accessed, Last Changed
As part of the Control Center,
you have favorites, last
accessed, and last changed
This saves in searching and
trying to remember items you
last worked
Reduces overall retyping of
numbers
Each object has this capability
13 Jan 2012 6 Copyrighted 2012 by LeverX, Inc.
7. Personal Object Work List
Use the Personal Object Work
Lists (POWL) to keep track of
items of interest
You have the ability to define
queries for each object
Sample usage:
Documents that you have
created or in specific status
Engineering Changes at a
specific state
BOMs changed by a specific
indivdual
13 Jan 2012 7 Copyrighted 2012 by LeverX, Inc.
8. Business Object Navigator
Key to key information for the object, including structure, where used list, changed numbers
Changes based on context of object
13 Jan 2012 8 Copyrighted 2012 by LeverX, Inc.
9. Business Context Viewer
Context sensitive queries and dashboards
Stop jumping from transaction to transaction to find information
Leverage the information stored in other areas of SAP
13 Jan 2012 9 Copyrighted 2012 by LeverX, Inc.
10. You Can Also…
“You can also” allows you to easily
jump to other areas of the system
You can easily add additional
transactions, reports, etc. via
configuration
Configure via transaction
LPD_CUST
13 Jan 2012 10 Copyrighted 2012 by LeverX, Inc.
11. Preview Images
Preview images come
from documents linked
to the objects
In configuration, you
can set a precedence
for how preview images
are handled
If using Visual
Enterprise, thumbnail
and preview images
can be generated
automatically from
stored CAD data
13 Jan 2012 11 Copyrighted 2012 by LeverX, Inc.
12. Tailoring Screens, Output, and Exporting
Screen cans be tailored
Possible to adjust columns shown in output
You can export search results to MS Excel
Use filter to narrow down items shown
13 Jan 2012 12 Copyrighted 2012 by LeverX, Inc.
13. Contact Information
Please contact us for more information about our services or solutions available.
LeverX, Inc.
800 West El Camino Real, Suite 180
Mountain View, CA 94040 USA
Tel: (650) 625 – 8347
Web Site: www.LeverX.com
13 Copyrighted 2012 by LeverX, Inc.