sap interactive forms
DESCRIPTION
SAP IF(Interactive Forms) by Adobe is a big leap in the direction of liberating the Business Processes that are stagnated by paper or forms requiring manual entry into SAP. Using SAP Interactive Forms most of your business can rapidly deploy new, integrated processes and reap enormous business benefits.TRANSCRIPT
Interactive Advantage Pre-packaged Business Scenarios for SAP Interactive Forms by Adobe
Challenges
• Paper based Offline Collaboration with business partner is inefficient
• Customers are able to recognize value of implementing SAP Interactive Forms by Adobe
• But very few Interactive forms are delivered as part of standard shipment
• The license and services cost for in-house development has a very long ROI
Solution : Interactive Advantage
•Packaged Adobe Forms with integration to standard SAP Workflows
•Quick Go-Live to reap benefits immediately
•Focus on ERP: Most common scenarios with input from SAP Field Services
•Offline Support
Innovation from PartnerSAP Interactive offline Forms for transaction processing
Internet BrowserAdobe Acrobat
Reader
Adobe Interactive Forms
SAP Webdynpro for JAVA
NW Developer Studio
SAP NW CE 7.1
Guided Procedures
WebDynpro Java Runtime
Adobe Document Services
SAP ERP 6.0
SAP Business workflows
Enterprise Services
ECC 6.0
Interactive Advantage Pre-packaged Adobe Workflows Corporate
Materials Management
Human Resource
•Material Master•Purchase Requisition•Supplier Quotation•Purchase Order•ASN
•Personal Information•Income Tax Declaration•Performance Appraisal
Corporate Sales
•Travel Request•Travel Expense•Reimbursements
•Customer Registration•Sales Order Enquiry
•Rajesh Pawar wants to submit the IT Declaration Form
•Rajesh Pawar downloads the IT declaration form through company portal
•Rajesh Pawar fills the IT declaration form and uploads the same through portal
•IT form has to be verified and approved by Mani Iyer, HR & Finance Manager
•Once the form gets approved, the data gets updated in the ERP System
•Rajesh Pawar, Sales Manager gets a notification mail
Rajesh PawarSales Officer
Mani IyerHR & Finance
Manager
SAP Syste
m
Income tax Declaration Scenario
•Company plans to launch a new product
•Hermann wants to create a new material of type finished good for the product
•Hermann downloads the material master form, fills it offline and then submits the same
•A Mail with the form as an attachment is sent to Michael for filling accounting data of the Material
•Michael fills the accounting data and submits the same
•A Mail with the form as an attachment is sent to James for approval.
•James approves the material and the material is created in the SAP System.
•All the participants receives notification mail.
Hermann Hecker - Initiator
James SmithMaterials Manager
SAP Syste
m
Material Master Creation Scenario
Michael - Accounts
John gets the request from the production floor that they are running out of Material.
John downloads the PR form from portal and fills the required material in the form
John submits the filled PR form through email
PR gets created in the SAP System and a notification is sent to John
Susan is able to view the created PR in the SAP System. John Dash -
Buyer
Susan SummersPurchase Manager
SAP Syste
m
Purchase Requisition Scenario
Susan received a PR and she creates a RFQ in SAP
Mary the sales person at supplier gets the RFQ Form attached to an email
Mary enters the pricing and delivery schedule information in the RFQ form and mails to SAP
This maintains a Quotation in SAP against the RFQ
A notification mail is sent to Mary and Susan
SAP System
Supplier Quote Management Scenario
Susan SummersPurchase Manager
Mary Watson - Supplier
Susan compares the Quote sent by various vendors for a RFQ
After comparison, Susan creates a purchase order in SAP System
Peter, receives the PO release request in his email Inbox
Peter checks and approves the PO in SAP Interactive form by Adobe
Peter attaches the Approved PO form in mail and sends the email to SAP
The PO gets released in SAP and an release notification mail is sent to Susan.
SAP System
Purchase Order Release Scenario
Susan SummersPurchase Manager
Peter Douglas - Director
Mary, is dispatching the goods as per the PO received from company
Before Shipping, Mary wants to send an ASN to John
Mary fills in the Shipment Details in the SAP Interactive Form by Adobe
She submits the filled in ASN form to SAP System
ASN gets created in the SAP System and a notification mail is sent to John
SAP System
Advanced Shipment Notification Scenario
John Dash - Buyer
Mary Watson - Vendor
•Param K, Sales Manager has to update his personal information in the SAP System
Param K downloads the personal information form from company portal
Param K updates his personal information in the adobe form while on business travel
Param K uploads the form through portal when he comes back to his office
The request is then sent to Mani Iyer, HR Manager for approval
Mani Iyer approves the same and a mail notification is sent to Param K
Mani Iyer – HR
Manager
Param - Sales
ManagerSAP
System
Personal Information Management Scenario
Peter downloads the Appraisal form of John Dash and sets the Objectives in the form
After the Evaluation period, Susan Summers fills the rating in the John’s Appraisal form
Susan Summer submits the form to the ERP System. The form is then forwarded to Peter
Peter receives the Appraisal form and fills the rating and submits the form to ERP System
SAP System
Personal Management Scenario
John Dash - Buyer
Susan Summers – Purchase Manager
Peter Douglas – Director
•Susan wants to visit a vendor in Mexico. Susan fills the Travel Request form and uploads the same in portal
•Travel Request gets created in SAP System
•Peter, Susan’s manager receives a task in his SAP NW Portal Inbox to approve the travel request
•Peter reviews the Travel Request form and approves the same online. Approval notification mail is sent to Susan and James
•The travel agent James receives a task in his SAP NW Portal Inbox to create a travel plan as per the travel request
•James makes the necessary bookings and updates the same in Travel Request Form
•Subsequently, James submits the travel request form online and this creates a Travel Plan in SAP
•A notification mail is sent to all. Susan receives the updated Travel Request form in SAP NW Portal Inbox.
SAP Syste
m
Travel Request Scenario
James Field – Travel Agent
Peter Douglas - Director
Susan – Purchas
e Manager
•Susan is traveling to meet the vendor. The expenses of the official trip will be paid by the company
Susan has the expense PDF for the trip in her laptop which she keeps updating during the trip
Upon trip completion, Susan submits the completed expense form through mail to SAP. Travel Expense gets created in SAP
Peter, Susan’s manager receives a task in his SAP NW Portal Inbox to approve the expense request
Peter reviews the Travel Expense Request form and approves the same online. This sends a task to accounts department.
Michael in accounts department receives a task in his SAP NW Portal Inbox for further processing and payment
Michael reviews travel expense request form and approves the same online and makes payment in SAP
A notification is sent to all involved parties that the Travel Expense Request is approved
SAP Syste
m
Travel Expense Scenario
Michael Miller -
Accounts
Peter Douglas - Director
Susan – Purchas
e Manager
Susan wants to claim the expense spent for official purpose
Susan fills the expense details in the form and submits the same
The reimbursement claim requires Peter‘s approval.
Peter reviews and approves the request. The request is then sent to Miller.
Miller checks the details and approves the same. A Notification mail is sent to all.
SAP Syste
m
Reimbursement Claim Scenario
Susan Summer – Purchase Manager
Peter Douglas - Director
Michael Miller - Accounts
Rajesh discusses customer visit plan with his manager Param
Param generates the Sales Order Form according to the visit and mails to Rajesh
Rajesh meets the customer Manjusha and captures order in the Sales Order Form
Rajesh sends the Order form as mail attachment to SAP. Sales Order gets created
Sales order confirmation form is mailed to Manjusha and Rajesh
SAP System
Sales Order Entry Scenario
Rajesh Pawar – Sales Officer
Manjusha Nair - Customer
Param – Sales Manager
Ms. Nair contacts Rajesh Pawar for quote and demo of Pumps
Rajesh Pawar sends the customer registration form to Ms. Nair through mail
Ms. Nair fills the form and submits the form to SAP System
Customer Registration needs Param K, Sales Manager’s Approval.
Param K, receives the request and approves the same.
Customer gets created in the SAP System and mail is sent to all participants
SAP System
Customer Registration Scenario
Rajesh Pawar – Sales Officer
Manjusha Nair - Customer
Param – Sales Manager
Thank You
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