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NWBC How to Improve User Experience via Roles

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Enablement Kit for
SAP NetWeaver Business Client
– V1.30
How to Improve User Experience via Roles

SAP AG


Agenda

Overview

© SAP 2009 / Page 2

© SAP 2009 / Page 2


Roles in NWBC



A role is a menu that a user in a
company needs for his/her work



Focus on User



Specific





Extract of Easy Access Menu
(and more)

2009 / Page 3


Predefined Roles (*AIO*)



With SAP ERP enhancement package 3 and 4, pre-defined roles are delivered
that cover content in the form of POWER Lists, reports, and transactions. The
roles delivered are intended for small businesses and midsize companies in the
production industry and enable efficient access to the processes of Financial
Accounting, Controlling, Materials Management, Production Planning and
Control, and Sales & Distribution. These roles can be found in transaction pfcg
by searching for SAP_AIO_* (technical name).



SAP partners can use the roles as a starting point and adapt them.



Accounts Payable Assistant




Strategic Planner



Accounts Receivable Assistant



Engineering Specialist



Cost Accountant



Purchaser



Financial Accountant



Sales Person



Shop Floor Specialist




Warehouse Specialist



Production Planner



Employee



Administrator


Predefined Roles (*BPR*)



For EhP4 SP1 some portal roles (PCD – roles) have been migrated to SAP ERP
and adapted for the small businesses and midsize companies. Their technical
names begin with: SAP_BPR_*.


Buyer




Internal Sales Representative



Maintenance Technician



Production Supervisor



Service Providers


Predefined SAP Best Practices Roles



Many predefined roles exist in the Best Practices solutions. Their technical names
begin with SAP_BPR* for the solutions based on EhP3 and with SAP_NBPR* for
EhP4. For an overview of the used roles see the functional list of each Best
Practices Solution (Baseline and Industry Packages). These are for example the
roles available in the SAP Best Practices Baseline Package (Germany) – V1.603,
delivered with SAP Note 1165371:



Accounts Receivable Accountant




Customs Agent



Sales Billing



Accounts Receivable Manager



Finance Manager



Sales Manager



Accounts Payable Accountant



General Ledger Accountant




Service Agent



Accounts Payable Manager



Maintenance Employee



Service Employee



Administrator





Shop Floor Specialist



Assets Accountant

Maintenance of Accounts

Receivable Master Data



Strategic Planner



Bank Accountant



Pricing Specialist



Travel Accountant



Business Analysis Purchaser



Product Cost Controller



Treasurer




Buyer



Production Planner



Warehouse Clerk



Customs Agent



Project Manager



Warehouse Manager



Employee




Purchasing Manager



Warehouse Monitoring



Engineering Specialist



Quality Specialist



Enterprise Controller



Sales Administration


Agenda

© SAP ge 8

2009 / Page 8



Create a role – New Role

2009 / Page 9

You are here


Composite Roles



Several roles can be merged in
Composite Roles. In a Composite
Role, you can rename and reorganize
the menu.



Go to pfcg



Enter a name and click on



Enter the roles you want to merge
(tab Roles)




Click Read menu



Click
menu

in order to change the

Always re-read the menu, after you
have changed a single role
attached to a composite one.

© SAP 2009 / Page 10


Users



Enter user IDs



Execute User Comparison: The profile is
not available in the user master record
until the users have been compared.




Choose Complete Comparison

© SAP 2009 / Page 11


Users



Enter user IDs



Execute User Comparison: The profile is
not available in the user master record
until the users have been compared.



Choose Complete Comparison

© SAP 2009 / Page 12


Sorting of Roles in NWBC







In the Change mode of a role choose
Menu Options.
Maintain the Sorting field or the Home
Role flag if you want to set the role at the
first position in NWBC
Without maintaining the sorting, the roles
assigned to a user will be displayed in an
arbitrary manner. However during a
NWBC session they can be displaced
with the mouse

© SAP 2009 / Page 13


Agenda

© SAP 200/ Page 14

© SAP 2009 / Page 14


Add a Transaction to a Role

© SAP 2009 / Page 15


Authorizations (1)




Click Change Authorization Data



Define Organizations Levels, if necessary – use *,
where possible

© SAP 2009 / Page 16


Authorizations (2)

When yellow traffic lights appear in the
tree display, you must adjust the
authorization values manually.

 2 ways to adjust:


Click on the traffic light: Complete
authorization (*) for all levels



Click on white fields: Values can be
maintained individually

Click Generate


© SAP 2009 / Page 17


Agenda

© SAP 2009 / Page 18

© SAP 2009 / Page 18


BI Xcelsius Dashboard

© SAP 2009 / Page 19


BI Crystal Report

© SAP 2009 / Page 20


Add Business Objects Xcelsius Dashboard or
Crystal Report

Enter URL for Xcelsius Dashboard

Enter URL for Crystal Report

© SAP 2009 / Page 21



Add Long URLs (1)



Use of URLs in PFCG is restricted to 255 characters



This URL has 459 characters:
p:1080/irj/servlet/prt/portal/prtroot/com.sap.portal.pa
gebuilder.IviewModeProxy?
iview_id=pcd:portal_content/com.sap.pct/every_user/com.sap.pct.erp.ess.bp_folder/c
om.sap.pct.erp.ess.roles/com.sap.pct.erp.ess.employee_self_service/com.sap.pct.erp
.ess.employee_self_service/com.sap.pct.erp.ess.area_working_time/com.sap.pct.erp.
ess.leaverequest/com.sap.pct.erp.ess.leaverequest&iview_mode=default&j_user=bla
ckm&j_password=welcome

© SAP 2009 / Page 22


Add Long URLs (2)



Go to sm30



Enter SSM_VAR




Enter variables and the parts of
the URL

© SAP 2009 / Page 23


Add Long URLs (3)



Go to PFCG



Enter the role



Choose Other




Enter the tags as follows: <tokens>
(and some rest of the URL, if
necessary)


© SAP 2009 / Page 24

Choose Web
address


Add Adobe Form (1)



Click Other





Enter URL - Documents are stored locally
– check link – documents are shown
according to link – as a folder structure or
document is directly called

© SAP 2009 / Page 25

Choose Web
address


Add Adobe Form (2)




Direct call of Adobe Form



Adobe Form in a Folder

© SAP 2009 / Page 26


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