SAP Business One Service

Mobile app for iOS and Android

August, 2021

PUBLIC
SAP Business One Service - Introduction

Provide on-site services for customers by easily and efficiently reviewing and
resolving assigned service tickets.

SAP Business One Service enables you to perform the following over Wi-Fi
or cellular networks:
▪ View and filter your service tickets and synchronize them to your calendar.
▪ Resolve your service tickets:
▪ Edit, close, share and print service tickets.
▪ Scan barcodes or QR codes to identify items as needed and update information.
▪ User favorite options to check in and check out, call customers, take photos and view service
history.
▪ Take quick actions to manage sales orders that are links to a service call.
▪ View your Key Performance indicators

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SAP Business One Service - Technical Information
Requirements for iOS Requirements for Android
▪ SAP Business One 9.3 PL04, version for SAP HANA, or higher ▪ SAP Business One 9.3 PL08, version for SAP HANA, or higher
SAP Business One 10.0 FP2105 (Microsoft SQL) SAP Business One 10.0 FP2105 (Microsoft SQL)
▪ Apple iPhone 5 or newer, iOS 8.0 or higher ▪ Android 5.1 and newer
▪ Download from Apple App Store ▪ Download from Google Play Store

Supports: Service Layer, SAP Business One Analytics*, and App Framework*
Requirements for SAP Business One Cloud
License: Professional, Limited CRM and Mobile Service users (new)
▪ SAP Business One Cloud 1.1 PL09 or higher
Security: Basic access authentication at logon, license-based function-level
and user-based data-level authorization (data ownership), valid
▪ SAP Business One 9.3 PL04, version for SAP HANA, or higher
SSL certificates enforced, Apple Face/Touch ID SAP Business One 10.0 FP2105 (Microsoft SQL)
▪ Install the Mobile Service component in the Cloud Control Centre
Languages: All 28 languages of SAP Business One

Setup Prerequisites: Ensure Enable Multiple Scheduling for Service Calls is activated in SAP Business One system. Refer to the How to Guide for important
prerequisite details.

Connection flow: Mobile Service Service

in SLD Layer
Mobile Fire
Company DB
Device wall
Analytics (KPI/ Dashboard)*

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC * A few HANA-related capabilities are not available with MS SQL. 3
SAP Business One Service - Getting Started
Home Page:
▪ Overview of your service tickets.
▪ Call your customers.
▪ View customer locations on a map.
▪ Filter your service tickets.
▪ Check and synchronize your service tickets in your
monthly calendar.
▪ Configure your personal settings.

Key Performance Indicator (KPI) Screen*:

▪ Monthly closed tickets
▪ Yearly in-service rate
▪ Top 5 fixed items
▪ Top 5 visited customers
▪ Customize the KPI dashboard

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC * A few HANA-related capabilities are not available with MS SQL. 4
SAP Business One Service - Configuring Settings
Features:
▪ Display your company name and user code.
▪ Offline settings enables you to download service ticket data and
manage service tickets edited offline.
▪ Display or hide user-defined fields (UDFs).
▪ Touch ID/Face ID configuration available depending on your mobile
device.
▪ Access online help.
▪ Log out activities.

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SAP Business One Service - Ticket Details
Efficiently manage and resolve your service tickets online.
▪ View, edit, close, share and print your service tickets easily.
▪ The information banner on the top of the page shows the validity of the service
contract for the item in the service ticket.
▪ Quickly review service contract details.
▪ Check address location on map.
▪ Access favorite options:
▪ Check In
▪ Phone Call
▪ Take Photo
▪ Service History

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SAP Business One Service - Identifying Items
Easily identify an item by its Serial Number or Manufacturer
Serial Number or the Item Code.
▪ Scan bar code or QR code to identify items for Serial Number or
Manufacturer Serial Numbers and add/update the information.
▪ Option to turn on a flashlight when scanning.
▪ Set pricing mode for items as Gross, Net or Mix Mode.

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SAP Business One Service - Favorite Options
Use favorite options to easily access important information
relating to your service ticket.
▪ Check In (Out) enables you to optionally check in and out in an open
service ticket.
▪ Phone Call allows you to easily call your customer with a valid phone
number.
▪ Take Photo enables you to capture important details or images for an
open service ticket.
▪ Service History allows you to view a list of all other service call records
that contain the item in the current service ticket.

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SAP Business One Service - Quick Actions
Take quick actions to efficiently manage the service call process.
▪ Manage sales orders that are linked to a service call
▪ Add a resolution for a service ticket
▪ View the service contract for an item
▪ View attachments of and add photos to a service call

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9

SAP Business One Service - Manage Sales Orders
Easily view, edit. create, duplicate and cancel sales
orders that are linked to a service call that belongs to
your service ticket.
▪ Quickly view sales orders in the service call relating to the
service ticket
▪ Open tab displays the list of open sales orders and the
document number.
▪ All tab displays a list of all the sales orders that are linked to
the service call relating to the service ticket.
▪ Approval Status tab enables you to check the approval
progress of edited sales orders which are pending approval by
the manager.
▪ Add approved sales orders to the relevant service calls.
▪ Flexibility to update sales orders during and after approval
process.
▪ Easily tap into the sales order for more information such as
items, financial and logistics information and payment details.
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SAP Business One Service - Attachments
Attachments can include critical details of a service call
relating to your service ticket.
▪ View a list of all attachments that are linked to the service call
which your current ticket belongs.
▪ Easily download and view an attachment.
▪ Add photos for an open service ticket.

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SAP Business One Service - Ticket Summary
The ticket summary allows you to review
and capture a report for your service
ticket.
▪ View and confirm the service ticket details.
▪ Easily capture a customer signature by signing
on your phone screen and confirming the
signature.
▪ Create a PDF to generate a formal report for the
service ticket.
▪ Select a portable Bluetooth thermal printer to
easily print the ticket summary.

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 12

SAP Business One Service - Working Offline
No internet access? Simply download the latest service ticket
data to your mobile device in advance.
▪ Resolve downloaded service tickets offline
▪ Upload the edited service tickets when you are online again.
▪ Note that when you are offline, you will not be able to perform any action
that requires internet connection.

Manage personal data to conform with data privacy legislation.

▪ Customer personal data can be cleared manually and is cleared
automatically by SAP Business One Service in specific scenarios.
▪ Easily clear customer personal data contained in the changes that you
make offline for a service ticket.
▪ Clear customer personal data contained in the downloaded or cached
data.

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SAP Business One Service - Summary

1. Streamlined job management for mobile technicians

2. Using service layer and Fiori-style design
3. SAP HANA analytics elements*
4. Easy setup, user-oriented, high usability
5. New, affordable license option
Detailed introduction and free trial:
6. Comprehensive security

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC * A few HANA-related capabilities are not available with MS SQL. 14
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