sap interactive forms

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Interactive Advantage Pre-packaged Business Scenarios for SAP Interactive Forms by Adobe

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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.

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Page 1: Sap Interactive forms

Interactive Advantage Pre-packaged Business Scenarios for SAP Interactive Forms by Adobe

Page 2: Sap Interactive forms

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

Page 3: Sap Interactive forms

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

Page 4: Sap Interactive forms

Innovation from PartnerSAP Interactive offline Forms for transaction processing

E-Mail

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

Page 5: Sap Interactive forms

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

Page 6: Sap Interactive forms

•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

Page 7: Sap Interactive forms

•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

Page 8: Sap Interactive forms

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

Page 9: Sap Interactive forms

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

Page 10: Sap Interactive forms

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

Page 11: Sap Interactive forms

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

Page 12: Sap Interactive forms

•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

Page 13: Sap Interactive forms

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

Page 14: Sap Interactive forms

•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

Page 15: Sap Interactive forms

•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

Page 16: Sap Interactive forms

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

Page 17: Sap Interactive forms

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

Page 18: Sap Interactive forms

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

Page 19: Sap Interactive forms

Thank You

helping you compete better !!

For more information contact [email protected]

We SAP Partners - a new generation consulting and services firm, with capabilities across business consulting, process improvement, technology, and change management, with a relentless focus on business results. We are the pioneers of Second Generation Outsourcing (SGO), the widely-acclaimed and innovative approach to consulting and services, that focuses on creation of measurable business value.