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LeverX SAP 7.02 Navigation Essentials
 

LeverX SAP 7.02 Navigation Essentials

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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.

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 LeverX SAP 7.02 Navigation Essentials Presentation Transcript

    • Essential SAP PLM TutorialNavigation 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 results13 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 tricks13 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 systems13 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 tailored13 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 capability13 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 indivdual13 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 object13 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 SAP13 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_CUST13 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 data13 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 shown13 Jan 2012 12 Copyrighted 2012 by LeverX, Inc.
    • Contact InformationPlease 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.