SAP Cloud for Customer Mobile Apps Extended Apps PUBLIC 9
2.3 Download and Install App
Learn how to install the solution in browser and apps.
Context
Install SAP Cloud for Customer either from the iTunes Store, Google
play, Windows Store, Amazon App Store, or Tencent Appstore ,
depending on your selection. Launch the application, and set up a
pin.
Then, to log on to the screen do the following:
Procedure
Use the parameter client_type=newhtml. For ex ample:
myXXXXXX.crm.ondemand.com/sap/
public/byd/runtime?client_type=newhtml
Note To automatically be directed to the RUI screen, logon and log
off with this url in the browser. Then, relogin with Restart
Application.
For Apps https://myxxxxxx.crm.ondemand.com/ where xxxxxx is the
tenant for your back-end system.
2. Enter the username and password.
Note You can select “remember password” on your device. With the
selection, you can log in only with your pin in the future and you
don't have to enter the username password again.
PIN is supported for all the mobile devices including smartphones
and tablets, and desktops with Windows 8.1 or Windows 10 when the
mobile app is used.
The PIN must be eight characters in length and include one numeric
and one capital value. After eight failed attempts, the PIN will be
reset and offline data will be deleted.
10 PUBLIC SAP Cloud for Customer Mobile Apps
Extended Apps
Note Warning:
If you forget your PIN, all your logon profiles and offline data
are deleted. You can create a pin by clicking Forgot your
Pin.
Note OPTIONAL:
Clicking Manage logon profiles lets you create more logon profiles
(combination of system, url, user name, and password).
3. Choose Log On.
If you do not have the information required for these settings or
you have problems logging on, contact your system
administrator.
Caution SAP does not warrant that the software and/or features as
described herein will be available without interruption or
permanently. SAP draws your attention to the fact that the
availability is subject to the sole discretion of the operator of
the app store. The operator of the app store may, at any time and
without notice, restrict, interrupt, or prevent use of the
software, or delete the software from your mobile device, or
require SAP to do any of the foregoing actions.
2.3.1 Single Sign-on
1. Enter the system url. 2. Toggle the Use Single-Sign-On checkbox
and set it to On. 3. Select Go to Single Sign-On button. 4. If your
Identity Provider supports certificate-based SSO, you are prompted
to choose or allow the app to
load the certificates installed on your device. 5. If your Identity
Provider only supports form-based authentication, you are directed
to a page where you
can key in the username and password to be used for authentication.
6. After successful authentication, you are redirected back to the
app.
2.3.2 Proxy Settings in Android
Steps to proxy setting in SAP Cloud for Customer Android.
If you are using a wi-fi network that uses a proxy, do the
following steps, before running SAP Cloud for Customer app for
Android.
1. Open Settings and click on Wi-Fi.
SAP Cloud for Customer Mobile Apps Extended Apps PUBLIC 11
2. Long press on the currently connected wi-fi and select Modify
network. 3. If you cannot see the Proxy configuration fields, click
on Advanced options. If your Proxy is set to None,
then there’s nothing to do. 4. However, if your Proxy is set to
Manual, then you have to set the Bypass proxy for field with
localhost. 5. Click Save. 6. Go back to Settings and click Apps (or
Application Manager in some devices) 7. Find and click
Cloud4Custex. 8. Click Force Stop. 9. Click Clear Data. 10. Run the
SAP Cloud for Customer App again.
2.3.3 Proxy Settings in Windows
Steps to proxy setting in SAP Cloud for Customer Windows.
Do the following steps, before running SAP Cloud for Customer app
for Windows.
1. Go to Settings. 2. Open Network & Internet. 3. Select Proxy.
4. Specify the proxy script address or use manual proxy
setup.
Note When using manual proxy setup, make sure to check the option
Don't use the proxy server for local (intranet) address.
2.4 Mobile App Updates
You can find details of the current versions, and planned release
dates of the app on various stores and SMP (Service Market
Place).
Mobile Store Delivery
Current Store Version
Planned Re lease
SAP Cloud for Customer for iOS
2202 HFC01 2202.1.0 2202 HFC02 20th March 2022
Offline Incom patible Changes [page 14]
12 PUBLIC SAP Cloud for Customer Mobile Apps
Extended Apps
Current Store Version
Planned Re lease
SAP Cloud for Customer for Android @ Goo gle Play Store
2202 HFC01 2202.1.1 2202 HFC02 20th March 2022
Offline Incom patible Changes [page 14]
SAP Cloud for Customer for Windows
2202 HFC01 2202.1.2232.0 2202 HFC02 20th March 2022
Offline Incom patible Changes [page 14]
SAP Cloud for Customer for Android @Ama zon Appstore
2202 HFC01 2202.1.1 2202 HFC02 20th March 2022
Offline Incom patible Changes [page 14]
SAP Cloud for Customer for Android @Ten cent Store
2202 HFC01 2202.1.1 2202 HFC02 20th March 2022
Offline Incom patible Changes [page 14]
SAP Sales and Service Core
2202 2.0.1 - New versions will be released only when App changes
are re quired
SMP (Service Market Place) Delivery
Platform App Name Current Re lease
SMP Store Ver sion
SAP Cloud for Customer for iOS
2202 HFC01 2202.1.0 2202 HFC02 23rd March 2022
SAP Cloud for Customer for Android
2202 HFC01 2202.1.1 2202 HFC02 23rd March 2022
SAP Cloud for Customer for Windows
2202 HFC01 2202.1.2232.0 2202 HFC02 23rd March 2022
Win10
SAP Cloud for Customer Mobile Apps Extended Apps PUBLIC 13
2.4.1 Offline Incompatible Changes
Similar to the 2111 release, with the 2202 release, some
incompatible changes are delivered for offline functionality in
Extended Apps.
If you are working with offline functionality, we recommend you to
use the 2202 app to connect to the 2202 system.
Restrictions/ Limitations
As in every release, perform the initial data sync in the 2202 app
to fetch the latest offline functionality or else you can’t create
or edit offline objects.
In case you use the 2111 app with the 2202 system, the data
download will be blocked, but you can still work and upload offline
changes based on the 2111 code.
The usage of the 2111 App with the 2202 system won’t be
supported.
2.4.2 App with New Certificate Unavailable - Issue Resolved
The latest version of the application that contains a certificate
update is now available on the Microsoft Store.
You can continue working with the new version, without facing any
issues.
To update the application,
1. Go to the Microsoft Store. 2. Search for SAP Cloud for Customer.
3. Choose Update.
2.5 Emergency Corrections
This section provides details on the Emergency Patches (EP)
deployed on the customer systems with the corresponding mobile app
versions information. Mobile app versions info is provided only if
an EP is relevant for In-App update through mobile apps.
2202 Release
Deployment Date
14th March 2022
Yes 2202.1.0 (O15C10)
Extended Apps
Deployment Date
iOS App Ver sion
Windows App Ver sion
Android App Ver sion
1000001926 In Service Ticket, while working in the offline mode,
Item Quantity is not updated when you add parts from the
stock.
27th February, 2022
Yes 2202.1.0 (O14C10)
2202.1.2232.0 (O14C10)
2202.1.1 (O14C10)
1000004382 Delegate icon is not visible, and estimate price issue
in sales order combine list.
20th February, 2022
Yes 2202.1.0 (O13C10)
2.6 What's Supported and What's Not
Find the list of work centers and tabs supported and not supported
in the mobile apps. You may see some or all of the views described
in the following sections, depending on how your user is configured
in your solution.
Supported Work centers in Mobile Apps
Workcenter Tabs Browser Tablet Smartphone
Activities Activity Lists Y Y Y
Appointments Y Y Y
E-Mails Y Y Y
Messaging Y Y Y
Tasks Y Y Y
Routing Rules Y N N
Analysis Dashboard Y Y Y
Reports Y Y Y
SAP Cloud for Customer Mobile Apps Extended Apps PUBLIC 15
Workcenter Tabs Browser Tablet Smartphone
Business Partners , Customers
Payments Y Y Y
Accounts Y Y Y
Customers, Sales Campaign
Data Workbench Export Y N N
Monitor Y N N
Templates Y N N
Update Y N N
Import Y N N
E-Mail Integration User Settings Y N N
Feed Feed Y Y Y
Installed Base Installed Base Y Y N
Installation Points Y Y Y
Maintenance Plans Y Y N
Installed Base, Prod ucts
16 PUBLIC SAP Cloud for Customer Mobile Apps
Extended Apps
Library Y Y Y
Attachment and Attribute Monitor Y N N
Sales Campaign Campaigns Y Y N
Lead Scores Y Y N
Sales Campaign Funds Y Y Y
Promotions Y Y Y
Partners Partner Contacts Y Y Y
Partners Y Y Y
Groups Y Y N
Delegates Y Y Y
Prices Y Y N
Warranties Y Y Y
Resource Scheduler Assignments Y Y Y
Resource Scheduler Y N N
Sales Deal Registration Y Y Y
Forecasts Y Y Y
Opportunities Y Y Y
SAP Cloud for Customer Mobile Apps Extended Apps PUBLIC 17
Workcenter Tabs Browser Tablet Smartphone
Sales Quotes Y Y Y
Sales Orders Y Y Y
Pipeline Simulation Y Y Y
Sales, Service Territories Y Y Y
Service Ticket Hierarchy Y Y Y
Work Tickets Y Y Y
Live Activity Center Y Y N
Unassociated E-Mails Y Y N
Tickets Y Y Y
Skills Skills Y N N
Stock Stock Y Y Y
Surveys Related Attachments Y N N
Surveys Y N N
Time Recording Time Reports Y Y Y
Time Entries Y Y Y
Utilities Premise Y Y Y
Visits Tours Y Y N
Visits Y Y Y
Routes Y Y Y
2.6.1 Limitations
Check out the online, offline, and smartphone limitations in SAP
Cloud for Customer.
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Extended Apps
2.6.1.1 Online Limitations
Find the list of online limitation in SAP Cloud for Customer.
Online functionality limitations:
Limitations For Fiori Client
Sticky notes aren’t supported. The following functionalities aren’t
supported for Right-to-Left languages (RTL) - Document Flow,
Activity
time view, Retail-Transaction Timeline, Team Calendar and Product
Details, AFS- Grid Based Ordering and Product Details, Buying
Center, Number Input in fast order, Business card scanner, Pipeline
Influencer, Deal Finder, Planocheck, Evernote, Guided Activity
Floorplan (GAF), and Computer Telephony Integration (CTI).
Limitations in RTL version of Resource Scheduler: As with the
regular version, Work week can’t be changed in Resource Scheduler
for RTL version as well.
The work week is marked from Monday to Friday. Table grid for
events (assignments/appointments) doesn’t render properly when a
horizontal scroll bar
is displayed on the gantt chart. When you paste text in the rich
text editor, any html or text formatting is removed. The only
formatting
preserved are the new lines, paragraph etc. This prevents any
whitelisting error when saving the formatted text content.
Only the allowlist of HTML tags is supported for formatted text.
Tags not listed in the whitelist won’t be saved and give error. For
the complete list, look at the topic Supported HTML Formatting Tags
in Incoming E-Mail under the Administration Guide.
While using the rich text editor, you can’t apply the underline and
strikethrough styles simultaneously on the same text.
When you press the backspace or delete button to go back to the
previous line in the rich text editor, the font name and font size
dropdown lists may revert to the default values.
When you are in global edit mode, you can edit records only in the
focused page. You aren’t allowed to go to the other pages.
Global edit is disabled with the select all action in a dataset. In
global edit mode, select all feature is always disabled. In a list
if the records spans across multiple pages, global edit is disabled
when you do select all. In a list if the record is restricted to
one page only, then global edit is available when you do select
all. When you select a few items in a list and navigate to another
page on the list, then global edit isn’t available. In the
multiselection mode, Select all is limited to 1000 records. Image
view isn’t available for hierarchical list and lists with grouped
columns. On Home page, the group name and custom tile titles are
maintained in English. So, when a user logs in, in
another language, he doesn't see group name and custom tile text.
However, the key user can maintain the language text for a group or
custom tile by logging into respective language.
Title case changes are applicable only for SAP delivered objects.
For custom objects, you have to make the title case change.
In the Results tab, under Survey, the shape of the Export button
isn’t consistent. This button will be optimized in future
release.
SAP Cloud for Customer Mobile Apps Extended Apps PUBLIC 19
NestedLayout, GridLayoutSnippet, GroupCalendarPane aren’t
supported. Controls of type LineSeparator, ProgressBarControl,
MediaPlayerControl, RatingControl, Legend Control
aren’t supported. Selected quantity unit disappears when you press
the enter key. This happens both in online and offline
mode. The workaround is to click outside the dropdown box before
pressing enter in the quantity unit field. Map pin color is only
supported for account map view for the account roles - Customer and
Prospect. Any
other role is defaulted to the same color as customer account role.
When you switch to either cozy or compact mode, you need to log on
again for your changes to take effect. Newsprint layout is
supported only for object detail page. It is not supported in GAF,
QAF, OIF, Factsheet
floorplans. Recent selections is only supported when you do a free
text search. Search results from value help
selection don’t show up under recent selections. Recent selections
isn’t supported for advanced search fields. Auto adjustment of
table column width in Fiori Client isn’t supported in Microsoft
Internet Explorer and
Edge browser (version >16). Editable dataset, inline edit, new
quick view, header fields and all other new features in 1908
aren’t
supported in blue crystal theme. In desktop and tablet, the header
fields aren’t emphasized in internet explorer. Push notifications
don’t get send out for existing BTM (Business Task Management)
tasks in ready status.
See more details . Change in Behavior
For a better performance experience, number of open tabs is
restricted to 6 in the mobile apps and an information message is
shown when this limit is reached. However, you can still open
additional objects after closing some of the open tabs, so that the
tab count doesn’t exceed 6.
As a best practice, it’s recommended that you save your work
periodically when working on large surveys and sales orders to
ensure data retention.
When designing surveys containing more than 50 questions, it’s
recommend using page breaks for optimal performance, organization,
and efficiency.
Recent history list isn’t synchronized across devices. For example,
the recent history list that you access in your tablet is different
from the recent history list on your desktop. This is to ensure
that recent history objects list is available in offline too.
However, if the object isn’t synchronized for offline access, then
you get an exception error if you open it. For example, a ticket in
the recent history list, that isn’t synchronized for offline
access, gives an exception error when you try to open it in
offline.
System remembers your last selected action. In case last selected
action is hidden (based on a condition) in certain scenarios, then
it doesn't show as default selection instead the default selection
of quick create component is shown. For example, Save in case of
account creation screen.
Some usability issues like difficulty in working with table scroll
and hierarchical reports can be expected in windows-based
devices.
Incident reporting is supported with the following limitation-
Report incident from exception dialog are NOT supported across all
devices.
20 PUBLIC SAP Cloud for Customer Mobile Apps
Extended Apps
The following functionalities aren’t supported for Theme Builder
-Marketing Attributes, Document Flow, Activity time view, Retail-
Transaction Timeline, Team Calendar and Product Details, AFS- Grid-
Based Ordering and Product Details, Buying Center, Timeline in
Opportunity, Survey, Number Input in fast order, Signature,
Business card scanner, Pipeline Influencer, Deal Finder, Email
Create, Planocheck, Mobile Forecast, Evernote, Heat map in
analytics, Promotion calendar view, Resource Scheduler, Live
Activity Center, Guided Activity Floorplan (GAF), and Computer
Telephony Integration (CTI), and Genband Specific.
The workcenter view to see tickets has been changed. In the rich
text editor, each row in a list has consistent height in the Fiori
client. However, in the
browser, text, and white space are compressed, while in touch
devices there’s more room between text and white space.
In the internet explorer browser, when you have a mashup in the
list and switch to the map view, the list shrinks.
In global edit mode, select all feature is always disabled. In a
list if the records spans across multiple pages, global edit is
disabled when you do select all. In a list if the record is
restricted to one page only, then global edit is available when you
do select all. When you select a few items in a list and navigate
to another page on the list, then global edit isn’t
available.
Limitations for Apps
The mobile apps support specific URL schemes for object navigation
only. Data mashups aren’t supported in the apps. HTML mashup
limitations in apps:
Data exchange between HTML mashup and C4C via POST message.
External authentication used by HTML mashups (certain HTML mashups
might still work.)
When you use SSO authentication in the HTML Mashup on Cloud for
Customer Extended Mobile Apps, you must enter credentials and login
to access the mashup content in the app. You will not be asked to
enter credentials until you sign out.
Usage of Web API window.open in HTML mashups. Relying on IE version
< IE11 for HTML mashups.
For annotations on Android, you might need to click on the textbox
multiple times to bring up the keyboard while adding a note.
Barcode scanning isn’t supported on Windows. Business Card scanner
isn’t supported on Windows. On Windows, the Email log feature only
supports WindowsMail service and no other email service. So,
you
need to choose WindowsMail as the default email service in the
device setting. If you have any other email service set up, it
won’t open the email service.
In the Windows app, sliding the on/off toggle button doesn’t work.
You need to tap the button to turn it on/ off.
Area selection can’t be used for dashboard interactivity in
Windows-based devices Annotation feature isn’t supported on Windows
tablets, Internet Explorer and, Edge browser. Report incident
functionality isn’t available both in online and offline. When you
use the rich text editor in iPad, Android and Windows devices, the
font name may not be
displayed even after it’s selected in the dropdown list. However,
it’s correctly applied on the editor. This is a known issue from
our third-party provider kendo.
SAP Cloud for Customer Mobile Apps Extended Apps PUBLIC 21
While using the rich text editor, you can’t apply the underline and
strikethrough styles simultaneously on the same text.
When you use the rich text editor in Microsoft Edge on Windows
Mobile device or the Windows Mobile app, the text entered may jump
out of the editor while scrolling. This is a general issue with
Microsoft Edge when showing an iframe and not related to the rich
text editor.
When you use mashups in Microsoft Edge either on Windows Mobile
device or Windows Mobile app, the mashups are rendered inside the
iframe. This is a general issue with iframe and not related to the
mashups.
In tablets, the list header might cut off depending on the number
of results displayed. This happens in the portrait mode, when both
the side pane and navigation menu are open. You can collapse the
side pane to see the header section.
When using the rich text editor, if you touch outside the text area
before closing the soft keyboard, then the soft keyboard keeps
popping up. This is an issue in iOS when using iframes. iOS is
unable to access whether you’re focused out of the input field, and
hence keeps bringing up the soft keyboard witheach touch action.
You can resolve this by selecting an input field.
In online, when you upload file attachments from your phone's
gallery or camera, each file has a maximum upload size of
5MB.
2.6.1.2 Offline Limitations
Find the list of offline limitation in SAP Cloud for
Customer.
SAP Cloud for Customer is designed as a cloud-based solution — your
system runs and stores your data in the cloud. This enables you to
access your system anywhere and anytime, from the supported
devices.
The SAP Cloud for Customer also includes the capability to work in
offline mode, without a connection to your system. Due to the
nature of the cloud architecture there are limitations on what you
can do while working offline.
General Offline functionality limitations:
Offline mode supports basic edit and create for specific
objects.
Note Key User Tools field extensions are supported at the header
and item level – an initial download will be required for the
object on the client after such changes are made.
Note All online validations may not be available offline;
validations are done at the time of synchronization for data
consistency.
Object deletions are not supported. Custom business objects and
reporting are not supported in offline mode. Support for data
volume of 5000 records per object. For example, 5000 accounts, 5000
opportunities,
and so on. All business configuration scoping validations are not
available in offline. All field values are not defaulted offline
during edit or create - they are defaulted after synchronization
on
the server and updated.
Extended Apps
PDI enhancements are not supported in offline. Map view is not
available in offline. Search results in offline mode are different
from online, as the online advanced search capability is not
available offline. Word search based on regular expressions is not
supported in offline. Enterprise search is not available offline.
Notifications are not available offline. Launching help from
Settings is not available offline. Incident Reporting is not
available offline. Features related to flag, follow, favorite, and
tag are not available offline. When a data list is loaded, there is
scroll limit of 100 records in mobile devices. It is best to use
advanced
search to narrow down the data list. In offline, when uploading
file attachments from your phone's gallery or camera, each file has
a maximum
file size of only 2MB. In the internet explorer browser, when you
have a mashup in the list and switch to the map view, the
list
shrinks. In SQLite database, search is case sensitive for NON-ASCII
characters and not case sensitive for ASCII
characters. This is a limitation of SQLite database. The following
workcenter views are not supported in offline:
Prices Price List Related Attachment Related attachment monitor New
Library Attachments
Certain product lists and account hierarchies are not available in
offline mode as they exceed the size limit. The limit for offline
download per business object instance is 2 MB. Account hierarchy
larger than 2000 accounts (customers) and product lists more than
4000 products are not downloaded. For example, the account
hierarchy ‘Green mile’ has 5600 sub-accounts like 'Green mile New
York' etc. If the account hierarchy is not downloaded, then the
accounts like ‘Green mile New York’ is also not downloaded.
However, if you are in the account team ‘Green mile New York’ and
there is download rule ‘My Accounts’, then this account is
downloaded even though the account hierarchies failed to
download.
With each new release, incompatible changes are being delivered for
users working with offline functionality in Extended Apps. With
each release update, users are recommended to use the latest
version of the app to connect to their system once updated.
Restrictions/Limitations As in every release, perform the initial
data sync in the latest app version to fetch the latest
offline
functionality or else you can’t create or edit offline objects. In
case you use the older version of the app with the updated system,
the data download will be
blocked, but you can still work and upload offline changes based on
the last version's code. Usage of the new version of the app with a
system on the previous version won’t be supported.
SAP Cloud for Customer Mobile Apps Extended Apps PUBLIC 23
2.6.1.3 Fiori client in Browser and Mobile apps Limitations
Find the list of smartphone limitation in SAP Cloud for
Customer.
Note The following workcenter views are enabled in SAP Cloud for
Customer, but they are not supported in smartphone:
Installation Points Installed Base Maintenance Plans
List of limitations for smartphones
On the homepage drag and drop on touch devices like Microsoft
Surface and Internet Explorer touch is currently not supported, due
to a limitation of Internet Explorer with touch events.
Month/Week/Work Week views are not supported for Calendar. Calendar
view is not available in accounts result set. Fast Order entry is
not optimized for smartphone. For example, Product selection in
Sales Order and
Quote. Other features which needs to be optimized further are
Document Flow, Activity time view, Retail -
Transaction Timeline, Retail - Team Calendar, Retail - Product
Details, AFS - Grid Based Ordering, AFS - Product Details.
You cannot hide a work center view only from the smartphone. The
Select All option is not available in chunk view, hence not
available in Smartphone. Landscape mode is not supported for both
android and iOS. Auto-complete while searching fields does not work
in smartphones. Report filters is not supported in Windows based
smartphones. Drag and drop to move fields in reports is not
supported in Windows based smartphones. Show single values by
tapping on chart does not work in smartphones. The Analysis
workcenter is not available in Windows based smartphone. For the
Registered Products view, the Items tab is not supported in
smartphone. There are no navigation targets available for iPhones.
Report incident from shell menu is supported only on tablets, not
on phones. Workcenter view Installed Base is not supported on
smartphone both in online and offline mode.
2.7 Offline Mode
SAP Cloud for Customer also includes the capability to work in
offline mode, without a connection to your system. Learn how to
enable offline mode for your solution.
Remember You need to contact your administrator to enable offline
mode.
24 PUBLIC SAP Cloud for Customer Mobile Apps
Extended Apps
Note Users must provide a PIN for offline data encryption and
perform an initial synchronization of data before using offline
mode.
General synchronization rules to keep in mind while working
offline:
The maximum number of objects you can sync per item type is 5000.
For example, 5000 accounts, 5000 opportunities, and so on.
You can’t delete synced objects in offline mode. Not all fields of
synced objects are supported for edit or create, such as owner, or
fields originally hidden
for the object. It’s a must sync before quarterly release
production upgrade. It’s recommended to do a daily sync at the end
of the day.
List of Offline Enabled Workcenter Views
Workcenter Workcenter View
SAP Cloud for Customer Mobile Apps Extended Apps PUBLIC 25
Workcenter Workcenter View
Products Product Lists
Products Registered Products
Working in Offline
Once enabled, when you log into the app you can see Go Offline
option under the user menu. You must do an initial sync to see any
data in offline mode and use the app in offline. Select Sync Now
under the user menu to start the initial sync. You see a blue
loading ribbon on the top, indicating that the sync is in progress.
The first time you synchronize all data that is relevant for you,
the data download rules set up for your role is calculated and sent
to the client.
All access controls setup on the server are considered and you only
get the data you’re authorized to see. You can continue working in
the app while the synchronization runs in the background. In
subsequent synchronizations, only the delta changes are
exchanged.
Once the synchronization completes, you can select Go Offline and
continue working. Based on the data downloaded, you can display,
create, and edit objects while offline. Once you have connectivity
again, you can synchronize the changes. These changes are available
in online, when you switch back to online mode from the user menu
> Go Online.
Note If you launch the app without network connectivity, the app
automatically launches in offline mode only
if user has already synchronized data to their device. Not all
fields of synced objects are supported for edit or create, such as
owner, or fields originally
hidden for the object. See the complete list.
26 PUBLIC SAP Cloud for Customer Mobile Apps
Extended Apps
Synchronizing Data Offline
After setting the PIN and logging in, you can check which objects
you can synchronize offline. The Offline Sync Setup shows separate
tabs for queries configured by the administrator (Default Queries)
and personalized queries created by the user (My Saved Queries).
You can select or deselect the queries to see only the queries that
you want to see in your device when you work in offline mode. You
can choose to sync with any combination of queries. The query
selections are remembered in subsequent sync runs. Deselecting a
query deletes the data related to that query on the next
sync.
Under user menu > Offline settings, you can see the detailed
information.
SAP Cloud for Customer Mobile Apps Extended Apps PUBLIC 27
The Offline Sync Setup shows default queries set by the
administrator and your personalized queries. You can select or
deselect the queries to see only the queries that you want to see
in your device when you work in offline mode.
Last Sync Log gives you info about what has been synchronized as
soon as the sync finishes.
Upload Sync Log is generated when you make changes in offline mode
and load them to the system after syncing. It shows you details and
errors that happened during the upload. If there are errors, you
can drill down into the details per object and decide to resolve
the changes or discard the changes.
Erase Synced Data removes all the synced data from the
device.
28 PUBLIC SAP Cloud for Customer Mobile Apps
Extended Apps
You see a visual indicator for changes and errors in offline mode.
Visual indicators help users offline in the following scenarios (in
details and list views). Objects that are edited/created offline
and not yet synchronized have a yellow indicator. Objects that are
synchronized and contain upload errors show a red indicator.
Related Information
SAP Cloud for Customer Mobile Apps Extended Apps PUBLIC 29
2.7.1 Offline Settings
Learn how to enable SAP Cloud for Customer apps users to view data
stored on the device when a network connection isn’t
available.
The system isn’t enabled for working in offline mode by default.
The administrator enables the offline mode for users and configures
the data that will be available offline by setting up data download
rules. Rules can be defined for a business role and/or for all
roles. The administrator maintains the settings under Administrator
Offline Settings .
By default all extension fields are available in offline as they’re
generated. But, for other standard fields to be visible offline, it
depends on what fields in the application has been enabled for
offline usage.
Tip Enable a group of users by assigning the work center to a
role.
2.7.1.1 Data Download Rules
The data downloaded offline for a user is the combination of data
brought down by the rules valid for the user’s business role and
the data brought down by rules valid for all business roles.
There are no rules configured out of the box. So, without data
download rules, no data is downloaded in offline. Rules added
without any business role are applied to all users across all
roles. Otherwise, they’re valid for all users of specific business
role only. The set of queries available to set as the data download
rule per work center view (object), are the same as the ones
available in the work center (when you’re working online). Maximum
number defines the maximum number of records that are downloaded
offline. Currently, the limit is 5000 per object.
The Offline Settings screen on the server allows you to Add new
rules based on which the data is downloaded offline.
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Note Quick Add offers the option to see all the available queries
for all the objects and you can multiselect
the objects. Then, select Add to set up multiple rules for the
role. The set of queries available per workcenter are the same as
the ones available in the workcenter. You can set up any query by
creating a custom one or using the predefined ones. If the user
needs, Maximum hits can be specified—default selection is 500. The
maximum number of entries downloaded per object is 5000. And, if
the limit is reached, the most
recent 5000 entries are downloaded.
Using custom queries for offline data download rules: It’s possible
to create custom queries in a work center and then use it as a rule
for offline data download. The creation of the custom queries can
be performed using key user adaptation. Once created, this query
shows up when trying to add a new rule in offline settings.
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Follow-on objects for synchronization: You have finer control on
what data is synchronized offline. You can define follow-on object
download rules based on the accounts that are in the scope of a
source query. For example, as a sales rep, you download ‘My
Appointments’. You can choose to download follow-on objects that
are selected based on the accounts that are selected by the source
query. As an example, you can download all opportunities for the
accounts that you’ll have appointments with.
Only specific source and follow-on objects are enabled for this
feature. The source query shouldn’t have more than 500
records.
Related Information
Setting up rules for offline data distribution Improved offline
settings and data distribution rules
2.7.1.2 Related Data Download
According to the settings maintained in Related Data Download, the
administrator can further restrict the download of secondary
objects from source to the target.
The administrator can have finer control on data downloaded offline
and choose among the options All, None, Only First Level.
All - Downloads all related objects for each object. Only first
level - Downloads only related objects for the initial ‘parent’ set
of objects. Only the immediately
related data is downloaded offline automatically. Whereas, in All,
the related data is calculated recursively (the object downloaded
as related data would also have objects that are related to it). We
recommend using Only first level.
None - No automatic download of related objects.
The Exceptions section allows you to define further fine-grained
control on related data download. Under Exceptions, you can
configure exceptions to the default settings that you configured.
For example, you can choose the Default Settings None, which means
that no related data is downloaded. Later, you set up an
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exception using Add. You define the Source Workcenter View as Sales
Order/Quote, Target Workcenter View as Product, and Settings as
All. The exception would then ensure that for each sales order or
sales quote downloaded offline, the related Products is
automatically downloaded offline. Further, all the information
related to that Product would also be automatically downloaded
(governed by the All option chosen for this exception). The
available Source and Target options are provided by SAP. Certain
related data is always downloaded irrespective of settings defined
by you as they are deemed mandatory by SAP. The final dataset
available locally on the client, offline, is a combination of data
downloaded by the Data Download Rules and Related Data Download
settings. Items downloaded as Related Data do not fall under the
maximum limit of 5000 entries for an object type.
Note All (standard and KUT customized) queries show up in Offline
Settings, allowing administrators finer
control on the data that is actually synced to a device. The key
consideration is having control on data sync (to minimize the
amount of data being transferred).
For a user using the app in offline mode, there is a fixed set of
queries that are available in the object list. The queries that
show up here are the ones that have been enabled to 'work offline'
by SAP.
The All query in the app in offline mode, shows all the objects
that are downloaded and available locally on the client. Therefore,
this query is used in situations where the exact query is not
available in the offline mode for the user to use.
In Offline Settings, you can configure multiple queries to download
data for a role. In such cases, when offline, the All query shows
up as a combination of the dataset of these queries.
The default setting specifies the behavior of the sync engine when
it downloads related data of an object that is being downloaded for
offline use. For example, downloading a sales order should
automatically download the associated products even if no rule to
download products was set up for the user (role) in the Data
Download Rules tab.
Limit on the Related Data Download in Offline Settings: Related
data download for an object is limited to a maximum of 2000 entries
per object type during the offline synchronization. For example, up
to 2000 parts can be download for each stock location. The
administrator can change the number of entries to be downloaded.
Whenever the administrator changes the number of entries to be
downloaded, you perform a full sync for the change to take
effect.
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2.7.1.3 General The administrator can control the synchronization
using the general settings.
General Settings: Administrators can define the behavior when
conflicts occur during synchronization of data from offline. They
can either choose to Continue and overwrite with the latest
changes- this is the behavior which exists as of today (last change
wins)
The other option is to Stop upload and append to error list- this
ensures that changes made to objects which were also updated online
in the meantime would be put to an ‘error’ state. The administrator
can check the Upload Sync Log under Offline Settings, to view the
errors and resolve them.
The other settings include:
Synchronization reminder that shows a pop-up to the end user to do
a sync. Full synchronization reminder that reminds a user upon
login, to trigger a full sync if the last
synchronization was performed before the time period. Enforce
online login after a time-period enforces that the end user logs in
to online mode according to the
number of days maintained here. Delete offline data after a
time-period deletes offline data in the app if the user does not
log in online and
synchronize data at least once. Maximum hits for personalized
queries define the maximum entries to be downloaded (per object) if
the
user synchronizes data, based on user-personalized queries.
Auto Sync Settings:
Extended Apps
The administrator can use this setting to enable automatic
synchronizations on devices, at specific intervals.
Auto sync (scheduled synchronization) can be enabled by selecting
the toggle switch Enable auto sync under auto sync settings. You
can enable the toggle switch Confirm auto sync to see a pop-up
dialog every time an auto sync is triggered while offline. The app
performs an automatic sync after a specified time-period when you
set a duration under Perform an auto sync after a
time-period.
Based on the requirement, individual phases of the auto sync can be
selectively enabled or disabled. The auto sync only goes through
the enabled phases. This provides an improved sync performance. You
can also only enable upload changes made offline, by manually
choosing the Upload Data checkbox under Auto Sync Settings.
When auto-sync is enabled, the icon shows an A in between the
arrows. Clicking the icon starts a manual sync. The horizontal
yellow bar no longer shows animation to denote an ongoing
sync.
Note You can no longer perform a Light Sync manually. Enablement of
auto-sync will still leverage light sync
during the auto synchronization process.
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Note It is recommended that you setup auto sync to upload data,
update downloaded data and download
new data to ensure that the sync sessions are optimal. Auto-sync
settings are detected by the app (if enabled by your administrator)
after the first successful
sync session. For offline changes, an automatic upload is triggered
2 minutes after the last save operation. Currently, auto-sync is
recommended for iOS and Android devices only. Windows users might
notice
performance issues with the feature enabled. We recommend that you
include upload data, update downloaded data, and download new data
under
Auto Sync Settings to ensure that the sync sessions are optimal.
After the duration set under Perform full sync after dropdown, a
full sync is performed. Perform auto sync after sets the duration
after which an auto sync is triggered in the app. This duration is
valid only when the app is in use and, is reset if the app goes to
the background.
A Manual Sync can be performed whenever required, by choosing the
Sync Now option. A manual sync performs an initial full sync of
data to the device for the first time. After this, every sync is a
delta sync of offline changes and new changes from online.
You can also perform a manual sync by choosing the:
Sync icon ( ). Sync Now option in the user menu.
On choosing the Full Sync option in the online mode, all offline
changes are uploaded, the existing offline database is erased, and
a fresh data download from online to the user’s device is
initiated. This option also cleans up unused data.
Note You cannot perform a full sync in the offline mode.
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2.7.1.4 Attachment Download
The administrator can define rules to control which attachments are
downloaded automatically when a user synchronizes data offline on
their mobile device.
The size of attachments to be downloaded to the offline can be
controlled for each work center based on roles.
Note If the total file size of all attachments being
auto-downloaded exceeds the threshold, there’s no auto-
download However, users can still manually download files by
navigating to the object (existing behavior)
Survey Attachment Download Size Limit Based on Settings
Survey attachment download for offline honors the download limit
defined for the offline attachments ( Administrator Offline
Settings Attachment Download ). In case the survey attachments are
larger than the single file size maintained, attachments aren’t
available in offline. The administrator can adjust the values as
required.
Limit on the Related Data Download in Offline Settings
Related data download for an object is limited to a maximum of 2000
entries per object type during the offline synchronization. For
example, up to 2000 parts can be download for each stock location.
The administrator can change the number of entries to be
downloaded.
Whenever the administrator changes the number of entries to be
downloaded, you perform a full sync for the change to take
effect.
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2.7.1.5 Upload Sync Log
Administrator centrally checks the upload sync logs for all the
users in this screen. The upload errors can be corrected or deleted
accordingly.
The administrator filters the user using the technical id for the
user. Then, selects the row to see the error details in the
messages section. The upload errors can be corrected or deleted
accordingly. The administrator automatically sees the Sync Upload
Logs for all users whereas a business user only gets to see their
individual logs (in the app itself).
2.7.1.6 User Sync Information
See the details of user synchronization.
If the user has synchronized recently, then the following
information is available:
The first table Instances synchronized last time shows the number
of instances that have been synchronized for each object. Primary
Instances lists those instances, that have been downloaded by the
configuration maintained in Data Download Rules.
Secondary Instances lists the instances that weren’t directly
determined via the Data Download Rules but were synched as
dependent data via the configuration maintained in Related Download
Rules. If no recent synchronization exists, then the table is
empty, and a warning message is issued.
Note The results are available if the user has synchronized at
least once in the last 5 days.
The second table Queries of user for synchronization gives the
queries used for data downloaded for the user. It shows the actual
scope of the synchronization as derived from the configurations in
Data Download Rules, the business roles assigned to the user, and
the individual personalization of the synchronization scope done by
the user in the device synchronization settings.
2.7.2 FAQs
List of commonly asked question about offline mode.
1. Question: What is offline and how does it work? Answer: SAP
Cloud for Customer, extended edition also includes the capability
to work in offline mode, without a connection to your system. It
allows users to view data stored on the device when a network
connection isn’t available.
2. Question: How to launch offline mode? Answer: After logging into
the app on your device, under the user menu dropdown, select Sync
Now. When the process is completed, you can select Go Offline and
you’re ready to work without an internet connection.
3. Question: What are features available in Offline settings?
Answer: You can check Offline Features available on our SAP help
portal at: Offline Features [page 41]
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4. Question: Why it’s necessary to do offline settings? Answer:
Your system isn’t enabled for working in offline mode by default.
You need to contact your administrator to enable offline mode, for
the data download rules to be assigned to the corresponding
user.
5. Question: How are attachments downloaded in offline? Answer: To
view and download attachments in offline mode, got to user profile
> Sync Now. This makes attachments available in offline mode and
uploads the attachments created offline to the server.
6. Question: What is difference between Initial and Delta sync?
Answer: Initial Sync (Full Sync) downloads all data associated to
the user/business role. Delta Sync only synchronizes and downloads
data that has been updated or changed. Any sync that you perform in
the application is a delta sync. If you want to perform a full
sync, use the Full Sync option in the Sync Now dropdown.
7. Question: Are custom objects and reports supported in offline?
Answer: Custom business objects and reporting aren’t supported in
offline mode.
8. Question: Is map view available in offline? Answer: Map view
isn’t available in offline.
9. Question: Notifications work in offline? Answer: Notifications
aren’t available offline.
10. Question: Does KUT / Custom query show up in offline? Answer:
Yes, KUT/Custom queries are available in offline mode. After
creating them in UI, you need sync the app again to see it in
offline.
11. Question: How to do a full sync? Answer: After an upgrade from
a new release, we recommend performing a full sync on your device.
Under Offline Settings click Erase Synced Data, after the process
is completed click Sync Now. This process avoids missed data or
inconsistences in offline mode.
12. Question: How many products can you sync to offline mode?
Answer: Support for data volume of 5000 records per object. For
example, 5000 accounts, 5000 opportunities, and so on.
13. Question: How to check and fix upload errors? Answer: Under
Offline Settings, go to Upload Sync Log and in the section Upload
Errors a list of errors is displayed. Click the tool icon and
you’re directed to what is triggering the error message.
2.7.3 Troubleshooting
Uploads from the offline mode can fail in some scenarios. In these
situations, you are informed that there are errors in the upload
queue, and asked to resolve these errors in Offline Settings.
Additionally, the administrator can navigate to Administrator
General Settings Offline Settings Upload Sync Log to resolve
synchronization issues.
You may come across any of the following error scenarios.
Change request failed too many times (no save)
Scenario
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A visit is synchronized offline. Then, in the online mode, an
administrator makes an optional extension field mandatory. During
offline execution, the offline visit is saved without any issues,
but upon synchronization the visit cannot be saved if the field is
empty. All the changes that were made offline are not
applied.
Solution
Press the gear wheel on the left side of the erroneous record. All
the changes are replayed again till you chose Save. Fix the
erroneous data and save. Then the state of the upload goes to
Processed, and the changes are available on the backend.
Note In the example above, you receive the error message Mandatory
field missing. You can then maintain the data in this resolved UI
and save.
Change request processing dumped too many times
Scenario
Solution
Press the gear wheel on the left side of the erroneous record. All
the changes are replayed again till you chose Save. Fix the
erroneous data and save.
If this still leads to an exception, open an incident.
Conflict exists with previous upload errors in Upload Sync
Log
Scenario
If you make multiple changes to a document, this leads to multiple
upload requests. For example, if you open a quote in the offline
mode, add an item, save, and close. Then open it again, change the
order date and quantity of the item, save, and close. This leads to
two separate upload requests. If the first upload request is in the
error state, then the second upload is not processed, but kept
directly in the error state.
Solution
Either resolve or withdraw the error in the first upload request,
then resolve the second upload request.
Changed after synchronization
Scenario
If a document has been modified in the offline mode, while there
were changes to the same document online, you cannot upload the
document directly.
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This is applicable only if the administrator has enabled the Stop
upload and append to error list option in Work Center Administrator
General Settings Offline Settings General Upload Conflict
Resolution .
Solution
Either the administrator, or the person working in the offline mode
must check the current version of the document on the server and
either resolve as usual or withdraw the offline changes.
Changed and Conflict
Scenario
If you make multiple changes to a document and try uploading it
while there are other changes to the same document in the offline
mode.
Solution
Either the adminisrator, or the person working in the offline mode
must check the current version of the document on the server and
either resolve as usual or withdraw the offline changes.
Withdrawn by user
Scenario
If you withdraw a failed upload, the changes you made in the
offline mode are lost.
Solution
Withdraw the request only if you cannot resolve the error and need
the subsequent upload requests to be saved.
Note If you withdraw adding an item to the quote, then an upload
request changing this item cannot be resolved anymore.
2.8 Offline Features
Learn about the item types supported in sales and service, and the
operations currently supported while working in offline mode.
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2.8.1 Sales Orders Offline
This topic presents the following information about sales orders in
offline mode - validations, determinations, fields and actions
supported, and additional information.
Validations and Determinations
Find below the information about sales orders implementation logic
for change scenario in offline mode.
Overview of Implementation Logic for Sales Orders in Offline
Mode
Topic Feature Determination Standard Logic
Implementation Logic For Change Scenario in Offline Mode
Sales Unit Sales Unit Determination Sales unit from the org. model
from the logged in user
If the sales area is modified, then the following logic ap
plies:
If sales area is main tained at the account level with the changed
sales unit as either Sales Group or Sales Office, then the matching
sales area ((Sales organiza tion + distribution chan nel +
division) is consid ered.
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Implementation Logic For Change Scenario in Offline Mode
Sales Area
Note The Payment Terms, In coterms, Incoterms Lo cation, Currency
are de termined from the sales data of account.
Sales Area
Note If the distribution channel and division have been manually
changed, then these will not be redeter mined after the change of
sales organization.
Note Additionally, the following area also determined using sales
data:
Owner: logged in user Primary Contact: Pri
mary contact of the account
Ship-To: The main ship-to of account is considered. If you first
enter the Ship-to, then the corresponding Sold-to (Account) will be
determined.
Pricing Date: Current Date
Requested Date: Cur rent Date + 2 Days
Territory: Territory is determined if the ac count has a single
ter ritory. Else, a warning message is displayed to manually
select the territory.
Employee Sales Data: Logged in user's sales area assignment is
considered. If user is assigned to more than one sales areas, then
the first sales area assignment is considered.
Account Sales Data: Validate if the sales area maintained at the
account level has this Sales Unit as signed either as Sales Group
or Sales Office. If available, the matching Sales Area (sales
organization + distribution channel + division) is considered
Account Sales Data Sales organization of
the logged in user is considered without defaulting the Distri
bution Channel and Division.
Employee Sales Data: If the sales organization is valid for the
logged in user, defaults the same along with the distribu tion
channel and divi sion.
Account Sales Data: If the sales organization is maintained in the
sales area of the account, the distribution channel and division
from the match ing sales area are de faulted. If more than one
sales area assignments are available, then the first sales area is
consid ered.
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Topic Feature Determination Standard Logic
Implementation Logic For Change Scenario in Offline Mode
Product Lists Manual Proposals(Add from List)
All product lists that are valid for today and:
Active and valid for all accounts OR
Valid for account in sales order OR Account hierarchy (parent
accounts) + hierarchy indicator OR
Target groups of ac count and sales area or sales organization
only or distribution channel only or divi sion only and territory
(if exists in sales or der)
Auto Proposals All products from the product lists that are marked
for automatic as signment and that are:
Active and valid for current date. OR
Valid for account in sales order OR (ac count
Account Hierarchy (parent accounts) + hierarchy indicator
OR Target groups of ac
count AND sales area or sales org. only or distribution channel
only or division only and territory [if exists in sales
order).
Product Category Product category All product categories sup
ported for offline orders
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Implementation Logic For Change Scenario in Offline Mode
Promotions Promotion determination when a product is added
Released and valid for cur rent date (buying date) AND:
Valid for accounts OR
Valid for target groups of account
Promotion Determination When Multiple Promotions are Availa
ble
When multiple promotions are available, the priority is determined
as per the se quence given below:
1. Promotions directly at account level
2. Promotions at parent account level
3. Promotions at target group level
Product UoM The unit of measure at the sales area level (sales or
ganization + distribution channel) will be defaulted
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Topic Feature Determination Standard Logic
Implementation Logic For Change Scenario in Offline Mode
Pricing Pricing is based on replicated conditions from ERP
system
Base Price or Cus tomerSpecific Price Determination: - The price
added manually for a newly added product is considered as the base
price.
Manual discount condition (% and ab solute) at item level - This
discount condi tion, when applied, subtracts the dis count
percentage and absolute discount from the net price.
Note The calculation and sync of con ditions is based on the
assump tion that the first two flexible con ditions (PPE1, PPE2)
are map ped to manual discount (%) and manual discount
(absolute).
Actions in Add Products screens
Action Save Saves the order and re turns to the search list
Action Save and Simulate Saves the order and opens the order in
offline mode
Note No simulation is per formed for offline or ders
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Implementation Logic For Change Scenario in Offline Mode
Validations Following validations are performed on offline or
ders:
1. Minimum order quan tity checks based on sales area in
products
2. Account blocks check based on order block ing reason in account
+ document type from fine-tuning con figuration
3. Multiple territory checks and warnings
Document Type Possible order document types will be displayed for
selection. External Only document types are not displayed for
selection.
Sales Order Detailed View 1. Sales order detailed view display
includes the tab screens for Overview, Products and Involved
Properties.
2. Header fields can be modified
3. Single product can be added using the Add Product.
Past Sales Orders All completed sales orders for account OR account
+ logged in employee OR for logged in employee
Fields
Information about offline sales orders field level availability is
detailed in this topic.
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Note Most of the sales order fields are now also available offline.
The fields that have some offline determination have been listed in
the table.
Create Screens - Field Level Availability Information
Object Header Field Availability Offline Default/Determination
Online
Default/Determination Offline
Order Header
Description Y N N
Ship-To N Y Y
Owner Y Y Y
Division Y N N
Language Y Y N
Currency Y Y N
Extended Apps
Default/Determination Offline
Promotion Y Y Y
Manual Discount % (Offline Only)
Y N N
Estimated Price (Off- line Only) - [Price x quantity - discount% -
discount (cur rency)]
Y N Y
UoM Y Y Y
GTIN Y Y N
Tab Section Field Display
Edit (direct OR Via Ac tions OR Via Naviga tion)
Overview Y Y
Primary Contact Y Y
External ID Y N
Pricing Status Y N
Credit Status Y N
External Reference Y Y
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Tab Section Field Display
Edit (direct OR Via Ac tions OR Via Naviga tion)
Description Y Y
Net Value Y N
Owner Y Y
Name Y NA
Address Y NA
E-mail Y NA
Phone Y NA
Extended Apps
Edit (direct OR Via Ac tions OR Via Naviga tion)
Main Y NA
Product ID Y Y
Product Description Y Y
Net Price Y Y
Internal Notes Y N
Description Y NA
Status Y NA
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Tab Section Field Display
Edit (direct OR Via Ac tions OR Via Naviga tion)
Involved Parties Involved Parties Role Y N
Name Y N
Address Y N
E-mail Y N
Phone Y N
Main Y Y
Type Y N
Subject Y N
Status Y N
Description Y Y
Relationship Y N
Priority Y N
Status Y N
Extended Apps
Edit (direct OR Via Ac tions OR Via Naviga tion)
Action - New N Y
Actions
Find information about the different actions available in offline
for Sales Orders.
Order Detailed View - Actions Availability
Global/Tab Actions Offline Availability
Past Orders Y
Product Lists Direct assignment to account or valid for all
accounts.
Promotions Direct assignment to account.
Add Y
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Global/Tab Actions Offline Availability
Save and Open Y
Save and Simulate Save the simulated the order and open the sales
order - Product tab screen in focus.
Finish Triggers the relevant actions when synced. And after the
sync, the other is no longer editable.
Bar Code Scanner Allows to add products by scanning based on the
GTIN maintained in prod ucts master data.
Increment Quantity Number maintained allows the adding that number
to the quantity of a prod uct.
Additional Information
Things to keep in mind as you work with Sales orders.
You can add products in offline fast order entry using bar code
scanning. The following conditions are valid for bar code
scanning:
Note This feature is available only for the mobile apps on
device.
If you are using a third-party application for scanning, you can
only scan one product at a time. Note that the app has to be
launched each time you need to scan.
If you are using an in-built bar code scanner on the device, you
can scan multiple products after you launch the plug-in for this
application the first time you use the app.
Item category selection: You can change the item category for a
line item for orders with maintenance mode Internal &
External.
Availability of estimated prices during product selection for
offline orders. Configurable Price Elements Mapping for Offline
Manual Discount: Mapping between pricing
conditions and configurable price elements (CPE) for enabling
offline manual discounts in sales order. A new configuration under
Business Configuration Open Activity List External Pricing
Assignment of External Price Elements for Offline Pricing is
available for this feature.
Create and Edit Signature Capture: It is possible to create and
edit signatures in offline and sync back to the cloud
solution.
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2.8.2 Sales Quotes Offline
This topic presents an overview of features supported for sales
quotes in offline mode. Sales quotes create, edit and display is
supported in the offline mode with a very limited scope.
Overview of Implementation Logic for Sales Quotes in Offline Edit
Mode
Topic Feature Determination Standard Offline Logic
Implementation Logic For Change Scenario in Offline Mode
Document Type Quote document types will be displayed for
selection.
Sales Unit Sales Unit Determination Sales unit from the org model
from the logged in user
Sales Area
Note The Payment Terms, In coterms, Incoterms Lo cation, Currency
are de termined automatically from the sales data of the account,
once a quote gets synchronized.
Sales Area
Note If the distribution chan nel and division have been manually
changed, then these will not be re- determined after the change of
sales organi zation.
Employee Sales Data: Logged in user's sales area assignment is con
sidered. If the user is as signed to more than one sales areas,
then the first sales area assign ment is considered.
Account Sales Data: Val idate if the sales area maintained at the
ac count level has this Sales Unit assigned, ei ther as Sales
Group or Sales Office. If available, the matching Sales Area (sales
organization + distribution channel + division) is
considered.
Account Sales Data Sales organization of the
logged in user is consid ered without defaulting the Distribution
Channel and Division.
Employee Sales Data: If the sales organization is valid for the
logged in user, defaults the same along with the distribu tion
channel and divi sion.
Account Sales Data: If the sales organization is maintained in the
sales area of the account, the distribution channel and division
from the match ing sales area are de faulted. If more than one
sales area assignments are available, then the first sales area is
consid ered.
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Topic Feature Determination Standard Offline Logic
Implementation Logic For Change Scenario in Offline Mode
Involved Parties Owner: Logged in user Primary Contact: Main
contact of the account (not considering sales area
dependencies)
Ship-To: The main ship- to of account is consid ered. (not
considering sales area dependen cies)
If you first enter the Ship-to, then the corre sponding Sold-to
(Ac count) will be deter mined.
If quote is synchronized and online, party determination takes
place for parties that are not manually added.
Product Lists Manual Proposals (Add from List)
All product lists that are valid for today and :
Active and valid for all accounts OR
Valid for account in sales quote OR
Account hierarchy (pa rent accounts) + hierar chy indicator
OR
Target groups of ac count and sales area or sales organization
only or distribution channel only or division only and territory
(if added in sales quote).
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Implementation Logic For Change Scenario in Offline Mode
Auto Proposals All products from the prod uct lists that are
marked for automatic assignment and that are:
Active and valid for cur rent date. OR
Valid for account in sales quote OR Account Hier archy OR
Target groups of ac count AND sales area or sales org only or
distri bution channel only or division only AND terri tory [if
exists in sales quote).
Product category Product category All product categories are
supported for offline quotes.
Promotions Promotion determination when a product is added
Released and valid for cur rent date (buying date) AND:
Valid for accounts OR
Valid for target groups of account
Promotion Determination when multiple promotions are
available
When multiple promotions are available, the priority is determined
as per the se quence given below:
1. Promotions directly at account level.
2. Promotions at parent account level.
3. Promotions at target group level.
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Topic Feature Determination Standard Offline Logic
Implementation Logic For Change Scenario in Offline Mode
Product UoM The unit of measure at the sales area level (sales
organi zation + distribution channel) will be defaulted.
Pricing Pricing is based on a few re plicated conditions from ERP
system.
Note Currency conversions and product quantity conversions will not
be considered for offline price calculations.
Pricing only refers to an ESTI MATION.
Quotes with document types referring to internal pricing will
automatically receive pri ces when synchronized. For external
pricing, user needs to trigger pricing request while online.
Base Price or if available Customer Specific Price will be
determined .
Note Only prices that relate to logged-in user assigned sales
organization, will be considered for offline price calculations.
Prices view in work center Prod ucts is only supported in online
mode
Manual discount condition (% and absolute) at item level - This
discount condi tion, when applied, subtracts the discount
percentage and absolute discount from the net price.
Note The calculation and sync of the discount condi tions is based
on the as sumption that these con ditions are correctly mapped in
fine-tuning. This is only valid for ex ternal pricing. Offline
dis count maintenance for sales quote document types that refer to
inter nal pricing, will not be synchronized.
Object detail view does not show External Pricing result in offline
mode.
External Pricing elements added by a key user and visi ble in the
product table or online header, are not sup ported in offline
mode.
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Implementation Logic For Change Scenario in Offline Mode
Quote Actions The Set to Lost header action is supported.
Item actions supported: Add From All Products, Add From Product
Lists, and Add From Past Orders
Note No header actions are supported for quotes off- line. Header
field Rea son for Rejection can be maintained offline mode.
Validations Pricing Date: Current Date
Valid-To: Determination based on fine-tuning.
Requested Date: Deter mination based on fine- tuning.
Territory: Territory is de termined if the account has a single
territory. Else, a warning message is displayed to manually select
the territory.
Following validations are per formed on offline quotes:
Minimum order quantity check based on sales area in products.
Multiple territory check and warning.
Note Account blocks will not be considered in offline sales
quote.
Sales Quote Detailed View 1. Sales quote detailed view display
includes the tab screens for Over view, Products, In volved
Properties, Ac tivities, and Attach ments.
2. Header fields can be modified.
3. Single product can be added using the Add button.
Header attachments can be downloaded to offline. Item attachments
are not visible offline.
Past Sales Orders All completed sales order items are for account
OR ac count + logged in employee OR for logged in employee.
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Topic Feature Determination Standard Offline Logic
Implementation Logic For Change Scenario in Offline Mode
Edit Output Settings Note If the quote is synchron ized and
online, output settings are automati cally determined based on the
output form and output channel determi nation rules.
No selection of output set tings and Submit action is supported
while offline.