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PUBLIC
Manny Cortez, SAP Ariba
June 2017
Tailor Procurement to Your Business
with Forms Builder in Extension Studio
2PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Recap from SAP Ariba Live 2016
Customer presentation
Forms Builder roadmap
Q&A
Agenda
3PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Inability to create custom forms
Required Ariba services
Costly
Limited functionality
Recap from SAP Ariba Live 2016
What was the issue?
4PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Recap from SAP Ariba Live 2016
How we solved the problem?
Self-service
Create & manage forms
Rich in functionality
Integrated with SAP Ariba
Procurement
5PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Timeline
SAP Ariba Forms
2016
Q3Q2 Q4 Q2
Forms
Builder
2.0 (GA)
SAP Ariba Live
Forms
Builder
2.1
Forms
Builder
(LA) 1.0
Q1
2017
SAP Ariba Live SAP Ariba Live
Forms -
Demonstration
Interactive Forms
NATS Private
7PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Introduction
 Christine Hyde – Head of Supply Chain Service Centre
and Best Practice
 Neal Bower - Supply Chain Systems Manager
8PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
A day in the life
of ATC in the UK
and Europe
European ATC
Forms
NATS Private
10PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Delegation form
11PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Demonstration
 Link to test account
 Cheque Request
▫Title & Text
▫Supplier
▫Value GBP & EUR
▫Condition if EUR
Extra Users required
▫Text – Reason
 Approvers – Budget Approver
& Accounts Approver
12PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Demonstration
13PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
New form under construction
14PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Questions
NATS Private
Thank you
NATS Private
Forms Builder roadmap
17PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Extension Studio (Forms Builder)
Available Now 2017 Plan
Use Cases Use Cases
Features Features
• Payment request
• Charitable giving
• P-card request
• Change of address
• Ariba access request
• Approval engine
• Condition editor
• Reference to master data
• Version control
• Public API
• Capital expenditure request
• Supplier risk assessment
• Return equipment request
• Auto creation of Ariba user
• Budget approval request
• Add comments during approval
• Update approval graph after submission
• Re-edit a denied or withdrawn form
• Line-item table
• Lookup tables (helper files)
18PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Forms
Builder
(LA) 1.0
Timeline
SAP Ariba Forms
2016
Q3Q2 Q4 Q2
Forms
Builder
2.0 (GA)
SAP Ariba Live
Forms
Builder
2.1
Q1
SAP Ariba Live
2017
SAP Ariba Live
2017
Q2Q1 Q3 Q1
Forms
Builder
2.2
SAP Ariba Live
Forms
Builder
3.0
Forms
Builder
2.1
Q4
SAP Ariba Live
2018
SAP Ariba Live
Forms
Builder
3.1
?
20PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Approval flow
enhancements
Forms Builder v2.2
21PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Ability to add comments
Users & groups as approvers /
watchers
Edit form during approval
Re-edit & resubmit denied or
withdrawn form
Multiple parallel trees in single
graph
New Features
Forms Builder (May, 2017)
Chad NollC
22PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Chad NollC
Ability to add comments
Users & groups as
approvers / watchers
Edit form during approval
Re-edit & resubmit denied or
withdrawn form
Multiple parallel trees in single
graph
New Features
Forms Builder (May, 2017)
23PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Edit
EditCancel
Cancel
New Features
Forms Builder (May, 2017)
Ability to add comments
Users & groups as approvers /
watchers
Edit form during approval
Re-edit & resubmit denied or
withdrawn form
Multiple parallel trees in single
graph
24PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Edit
EditCancel
Cancel
New Features
Forms Builder (May, 2017)
Ability to add comments
Users & groups as approvers /
watchers
Edit form during approval
Re-edit & resubmit denied or
withdrawn form
Multiple parallel trees in single
graph
25PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Chad NollC
New Features
Forms Builder (May, 2017)
Ability to add comments
Users & groups as approvers /
watchers
Edit form during approval
Re-edit & resubmit denied or
withdrawn form
Multiple parallel trees in single
graph
26PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
V2.2
Support for additional languages
(submitter)
Integration Procurement
User preferences
Form panel conditions
CSV & Forms API export of
data table widget data
New Features
Forms Builder (May, 2017)
27PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
New Features
Forms Builder (May, 2017)
Support for additional
languages (submitter)
Integration Procurement
User preferences
Form panel conditions
CSV & Forms API export of
data table widget data
28PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
New Features
Forms Builder (May, 2017)
Support for additional
languages (submitter)
Integration Procurement
User preferences
Form panel conditions
CSV & Forms API export of
data table widget data
29PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
New Features
Forms Builder (May, 2017)
Support for additional
languages (submitter)
Integration Procurement
User preferences
Form panel conditions
CSV & Forms API export of
data table widget data
30PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Currency codes in sync with
SAP Ariba Procurement
Form ID prepend to form title
New Features
Forms Builder (May, 2017)
31PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
New Features
Forms Builder (May, 2017)
Currency codes in sync with
SAP Ariba Procurement
Form ID prepend to form title
32PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Timeline
SAP Ariba Forms
2017
Q2Q1 Q3 Q1
Forms
Builder
2.2
SAP Ariba Live
Forms
Builder
3.0
Forms
Builder
2.1
Q4
SAP Ariba Live
2018
SAP Ariba Live
Forms
Builder
3.1
?
Proposed feature list Forms v3.0
No. Feature Description
1 Improved data table widget
2 Line-item table support
3 Lookup tables (helper files)
4 New API integration widget
5 Forms import API
6 Save a form prior to submission
7 Approve & deny from email
8 Additional master data (user context)
9 View approval graph prior to submission
10 Assign unique document title during submit
34PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Sample forms
PayNow Request
Leave Request
Donations Form
Change of Address
Check/Wire Request
Elevated Access Request
New Supplier Request
Travel VISA Request Form
Project Controls Request
Rahmenbestellauftragsanforderung
35PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Why Forms Builder?
SELF-SERVICE APPLICATION
Create forms in minutes, drag & drop, conditions, formulas
APPROVAL FLOW
Route forms for approval, add watchers, conditional approval
LINK TO PROCUREMENT
Master data, flex master data, To Do & My Documents portlets
FREE
Included with SAP Ariba Procurement solutions
1
2
3
4
Questions
37PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Please Complete Session Survey
Locate Session Click Surveys Button Select Breakout Survey Rate Session
Thank you.

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Tailor Procurement with Forms Builder

  • 1. PUBLIC Manny Cortez, SAP Ariba June 2017 Tailor Procurement to Your Business with Forms Builder in Extension Studio
  • 2. 2PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Recap from SAP Ariba Live 2016 Customer presentation Forms Builder roadmap Q&A Agenda
  • 3. 3PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Inability to create custom forms Required Ariba services Costly Limited functionality Recap from SAP Ariba Live 2016 What was the issue?
  • 4. 4PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Recap from SAP Ariba Live 2016 How we solved the problem? Self-service Create & manage forms Rich in functionality Integrated with SAP Ariba Procurement
  • 5. 5PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Timeline SAP Ariba Forms 2016 Q3Q2 Q4 Q2 Forms Builder 2.0 (GA) SAP Ariba Live Forms Builder 2.1 Forms Builder (LA) 1.0 Q1 2017 SAP Ariba Live SAP Ariba Live
  • 7. 7PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Introduction  Christine Hyde – Head of Supply Chain Service Centre and Best Practice  Neal Bower - Supply Chain Systems Manager
  • 8. 8PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ A day in the life of ATC in the UK and Europe European ATC
  • 10. 10PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Delegation form
  • 11. 11PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Demonstration  Link to test account  Cheque Request ▫Title & Text ▫Supplier ▫Value GBP & EUR ▫Condition if EUR Extra Users required ▫Text – Reason  Approvers – Budget Approver & Accounts Approver
  • 12. 12PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Demonstration
  • 13. 13PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ New form under construction
  • 14. 14PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Questions NATS Private
  • 17. 17PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Extension Studio (Forms Builder) Available Now 2017 Plan Use Cases Use Cases Features Features • Payment request • Charitable giving • P-card request • Change of address • Ariba access request • Approval engine • Condition editor • Reference to master data • Version control • Public API • Capital expenditure request • Supplier risk assessment • Return equipment request • Auto creation of Ariba user • Budget approval request • Add comments during approval • Update approval graph after submission • Re-edit a denied or withdrawn form • Line-item table • Lookup tables (helper files)
  • 18. 18PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Forms Builder (LA) 1.0 Timeline SAP Ariba Forms 2016 Q3Q2 Q4 Q2 Forms Builder 2.0 (GA) SAP Ariba Live Forms Builder 2.1 Q1 SAP Ariba Live 2017 SAP Ariba Live 2017 Q2Q1 Q3 Q1 Forms Builder 2.2 SAP Ariba Live Forms Builder 3.0 Forms Builder 2.1 Q4 SAP Ariba Live 2018 SAP Ariba Live Forms Builder 3.1 ?
  • 19. 20PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Approval flow enhancements Forms Builder v2.2
  • 20. 21PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Ability to add comments Users & groups as approvers / watchers Edit form during approval Re-edit & resubmit denied or withdrawn form Multiple parallel trees in single graph New Features Forms Builder (May, 2017) Chad NollC
  • 21. 22PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Chad NollC Ability to add comments Users & groups as approvers / watchers Edit form during approval Re-edit & resubmit denied or withdrawn form Multiple parallel trees in single graph New Features Forms Builder (May, 2017)
  • 22. 23PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Edit EditCancel Cancel New Features Forms Builder (May, 2017) Ability to add comments Users & groups as approvers / watchers Edit form during approval Re-edit & resubmit denied or withdrawn form Multiple parallel trees in single graph
  • 23. 24PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Edit EditCancel Cancel New Features Forms Builder (May, 2017) Ability to add comments Users & groups as approvers / watchers Edit form during approval Re-edit & resubmit denied or withdrawn form Multiple parallel trees in single graph
  • 24. 25PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Chad NollC New Features Forms Builder (May, 2017) Ability to add comments Users & groups as approvers / watchers Edit form during approval Re-edit & resubmit denied or withdrawn form Multiple parallel trees in single graph
  • 25. 26PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ V2.2 Support for additional languages (submitter) Integration Procurement User preferences Form panel conditions CSV & Forms API export of data table widget data New Features Forms Builder (May, 2017)
  • 26. 27PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ New Features Forms Builder (May, 2017) Support for additional languages (submitter) Integration Procurement User preferences Form panel conditions CSV & Forms API export of data table widget data
  • 27. 28PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ New Features Forms Builder (May, 2017) Support for additional languages (submitter) Integration Procurement User preferences Form panel conditions CSV & Forms API export of data table widget data
  • 28. 29PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ New Features Forms Builder (May, 2017) Support for additional languages (submitter) Integration Procurement User preferences Form panel conditions CSV & Forms API export of data table widget data
  • 29. 30PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Currency codes in sync with SAP Ariba Procurement Form ID prepend to form title New Features Forms Builder (May, 2017)
  • 30. 31PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ New Features Forms Builder (May, 2017) Currency codes in sync with SAP Ariba Procurement Form ID prepend to form title
  • 31. 32PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Timeline SAP Ariba Forms 2017 Q2Q1 Q3 Q1 Forms Builder 2.2 SAP Ariba Live Forms Builder 3.0 Forms Builder 2.1 Q4 SAP Ariba Live 2018 SAP Ariba Live Forms Builder 3.1 ? Proposed feature list Forms v3.0 No. Feature Description 1 Improved data table widget 2 Line-item table support 3 Lookup tables (helper files) 4 New API integration widget 5 Forms import API 6 Save a form prior to submission 7 Approve & deny from email 8 Additional master data (user context) 9 View approval graph prior to submission 10 Assign unique document title during submit
  • 32. 34PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Sample forms PayNow Request Leave Request Donations Form Change of Address Check/Wire Request Elevated Access Request New Supplier Request Travel VISA Request Form Project Controls Request Rahmenbestellauftragsanforderung
  • 33. 35PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Why Forms Builder? SELF-SERVICE APPLICATION Create forms in minutes, drag & drop, conditions, formulas APPROVAL FLOW Route forms for approval, add watchers, conditional approval LINK TO PROCUREMENT Master data, flex master data, To Do & My Documents portlets FREE Included with SAP Ariba Procurement solutions 1 2 3 4
  • 35. 37PUBLIC© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ Please Complete Session Survey Locate Session Click Surveys Button Select Breakout Survey Rate Session