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.

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LeverX SAP 7.02 Navigation Essentials

  1. 1. Essential SAP PLM TutorialNavigation in SAP PLM 7.0X By Eric Stajda PLM Practice Lead 1 Copyrighted 2012 by LeverX, Inc.
  2. 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 results13 Jan 2012 2 Copyrighted 2012 by LeverX, Inc.
  3. 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 tricks13 Jan 2012 3 Copyrighted 2012 by LeverX, Inc.
  4. 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 systems13 Jan 2012 4 Copyrighted 2012 by LeverX, Inc.
  5. 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 tailored13 Jan 2012 5 Copyrighted 2012 by LeverX, Inc.
  6. 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 capability13 Jan 2012 6 Copyrighted 2012 by LeverX, Inc.
  7. 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 indivdual13 Jan 2012 7 Copyrighted 2012 by LeverX, Inc.
  8. 8. 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.
  9. 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 SAP13 Jan 2012 9 Copyrighted 2012 by LeverX, Inc.
  10. 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_CUST13 Jan 2012 10 Copyrighted 2012 by LeverX, Inc.
  11. 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 data13 Jan 2012 11 Copyrighted 2012 by LeverX, Inc.
  12. 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 shown13 Jan 2012 12 Copyrighted 2012 by LeverX, Inc.
  13. 13. 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.