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Essential
      SAP PLM Tutorial
Navigation in SAP PLM 7.0X
      By Eric Stajda
    PLM Practice Lead

            1                Copyrighted 2012 by LeverX, Inc.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.

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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.