MFH NGW20 Tscripts EN XX

SAP NetWeaver Gateway
2.0
October 2014
English
SAP Fiori Apps for SAP Customer

Relationship Management (CRM) (MFH)
Test Script
SAP SE
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany
SAP Best Practices SAP Fiori Apps for SAP Customer Relationship Management (CRM) (MFH): Test Script
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Copyright
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Contents
1 Purpose................................................................................................................................................................................................................ 5
2 Prerequisites......................................................................................................................................................................................................... 5
3 My Accounts......................................................................................................................................................................................................... 6
4 My Tasks............................................................................................................................................................................................................ 12
5 My Appointments................................................................................................................................................................................................ 17
6 My Contacts (CRM Role).................................................................................................................................................................................... 24
7 My Opportunities................................................................................................................................................................................................. 29
8 My Leads............................................................................................................................................................................................................ 36
9 My Notes............................................................................................................................................................................................................. 44
10 Simulate Sales Pipeline................................................................................................................................................................................... 48
11 Track Sales Pipeline........................................................................................................................................................................................ 53
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SAP Fiori Apps for SAP Customer Relationship Management (CRM)
1 Purpose
This document provides a detailed procedure for testing the scope item after solution deployment, reflecting the predefined scope of the solution.
Each process step is covered in its own section, providing the system interactions (i.e. test steps) in a table view.
The following SAP Fiori apps are described in this document:
SAP Fiori app Business Role
My Accounts Sales Representative
My Tasks Sales Representative
My Appointments Sales Representative
My Contacts (CRM Role) Sales Representative
My Opportunities Sales Representative
My Leads Sales Representative
My Notes Sales Representative
Simulate Sales Pipeline Sales Representative
Track Sales Pipeline Sales Representative
2 Prerequisites
 Before using SAP Fiori applications, you must install the prerequisite building blocks.
 Users must be assigned to the predefined Launchpad role for your SAP Fiori application.
For launching the home page, use the appropriate URL.
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http://<Gatewayhost>:<port>/sap/bc/ui5_ui5/ui2/ushell/shells/abap/FioriLaunchpad.html
3 My Accounts
3.1 Purpose
With the My Accounts app, you can search for accounts and view related information like contacts, leads, opportunities, tasks, notes, and
attachments of a selected account. Information on the expected date of delivery of an order of a product that the distributor is expected to make.
3.2 Process Overview Table

Process Step Business Condition Business Role Expected Results
Launch Application Sales Representative Applications overview opens and the

homepage is displayed
Check List of Accounts Sales Representative The list of accounts is displayed
Check Account Details Sales Representative The Account overview is displayed
Check Notes Sales Representative Notes are displayed
Check Attachments Sales Representative Attachments are displayed
Check Contacts Details Sales Representative Contacts are displayed (My contacts or All
Contacts)
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Check Opportunities Sales Representative Opportunities are displayed and it is possible

to create a new one (Integration with My
Opportunities App)
Check Appointments Sales Representative Appointments appear (weekly or monthly)

and it is possible to create a new one.
(Integration with My Appointments App)
Check Leads Sales Representative Leads are displayed (Integration with My

Leads App)
Check Tasks Sales Representative Tasks are displayed (Integration with My

Tasks App)
3.3 Testing the Process Steps in the SAP Fiori App

This section describes test procedures in the frontend for each process step that belongs to this scope item.
Test Test Step Name Instruction User Entries: Expected Result Pass /
Step # Field Name: Value Fail /
Comment
1 Launch the Launch the SAP Fiori home page The Home page with all the
FIORI system via the appropriate URL (https://<> applications the user has
<>…) and log on with the assigned is displayed in a tiled
appropriate user and password. layout.
2 Enter SAP My Navigate on the Application’s The SAP My Accounts app is
Accounts Homepage and choose the option displayed
My Accounts
3 Check and A list of accounts appears. Select A list of accounts is displayed
Search List of one or use the Search field to find
Accounts a customer (search by account
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Comment
name or account ID), and then
select the account.
4 Select Account The file of the customer appears. For the Account selected the
and display The following details are overview appears
details displayed: General information,
Contacts, Opportunities,
Appointments, Leads, Tasks,
Notes, and Attachments.
5 Select Contacts 1. Select Contacts Display Contacts
2. A list of contacts is displayed
6 Select 1. Select Opportunities Display Opportunities

Opportunities 2. A list of Opportunities is
displayed
7 Select 1. Select Appointments Display Appointments

Appointments 2. A list of Appointments is
displayed
8 Select leads 1. Select Leads Display Leads

2. A list of Leads is displayed
9 Select Tasks 1. Select Tasks Display Tasks

2. A list of Tasks is displayed
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Comment
10 Check Notes and 1. Select Notes to see all the notes Display notes and attachments
Attachments related to the Account.
2. Select Attachments to see all
the attachments related to the
Account
3.4 CRM Backend Prerequisites

Prerequisites
Before carrying out these steps the user must be assigned to the SAP Fiori Launch pad.
Refer to chapter Assign a User to the SAP FIORI Launch pad within the corresponding configuration guide for instructions.
The user should be assigned to the sales professional business role in order to access the CRM Web UI.
3.4.1 Create BP for User in Employee Role

Use
A Business Partner in employee role needs to be created for the user in order to assign the required transactions to the user.
Procedure
1. Within your CRM System, access the activity using the transaction below:
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Transaction code /BP
2. Choose Create Person (F5)

3. Within Create in BP Role choose Employee
4. A pop-up will be displayed, choose create
5. Enter the mandatory data
6. Choose the Identification tab
7. Enter your user within the user name field (use the input help if required).
3.4.2 Assign employee responsible to accounts

Use
In order for a user to visualize specific accounts they should be assigned as employee responsible for that account.
Procedure
Transaction code /WUI
2. Navigate to Account Management → Accounts

3. In the Account ID field, enter the ID of the account you want to visualize within FIORI My Accounts.
If you do not know the Account ID, you can search for all accounts or filter the result list by providing a search criteria. For example:
Role is Sold-To Party or City is New York.
4. Choose Search. The required account (or the list of all accounts) is displayed in the Result List.
5. To view the details of the account, select the hyperlink in the column Name.
6. Choose Edit in the Account Details section.
7. In the Employee Responsible section, assign your user in the Employee field and
Use Input Help and search for partner according to user. Choose Save.
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8. Note down the Account ID for reference.

9. Repeat steps 2 to 8 to assign more accounts to your user.
3.5 Testing the Process Steps in the Backend

This section describes the underlying SAP backend process. It describes the source of the data for the app. In addition, it is a way to check if the
app is properly connected by changing data in the SAP system and checking if these changes are subsequently displayed by the app.
Comment
1 Check Account 1. Go to transaction WUI The details of the opportunity can
2. Open your account by be visualized in the backend
navigating to Account
Management → Search →
Accounts
3. Search by Account ID (obtain
the account ID from My Accounts)
4. Choose Search
5. Your account should be
displayed.
6. Select the name of your
accounts hyperlink to navigate to
the details.
7. Here you can visualize all
account data that can be
visualized in My accounts:
- Contacts
- Opportunities
- Appointments (Planned activities
in WebUI)
- Leads
- Attachments
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Comment
- Notes
2 Manage Account 1. Enter transaction WUI to launch Changes made within the FIORI
the WebClient app can be visualized within the
2. Navigate to Account backend and vice versa
Management → Search →
Accounts
3. Enter an Account ID that has
your user as employee
responsible
4. Choose Search
5. Your account should be
displayed
6. Within the Address assignment
block modify the Street of the
account.
7. Save your changes.
8. Log back into the FIORI launch
pad
9. Select My accounts tile
10. The Account Street Address
should now be modified.
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4 My Tasks
4.1 Purpose
With My Tasks on a desktop PC or a mobile device, you can see an overview of what you need to take care of by a specific date, since it gives
you access to your tasks from the CRM back end. If you change tasks or create new ones within the app, they are synchronized with the CRM
back end, and are also visible to colleagues there if you do not mark the task as private.

Launch Application Sales Representative Select My tasks from the launch pad
Check the Tasks list Sales Representative All the tasks are displayed
Filter Tasks Sales Representative Filter the task list to find tasks by the
following statuses: open, due today, due this
week or completed
Add, Edit or Delete Tasks Sales Representative The sales responsible is able to add, edit,
delete, or assign tasks to other employees

Comment
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Comment
2 Select My Tasks Navigate to the Application’s A list of tasks is displayed
Homepage and choose My Tasks
3 Search Tasks 1. Select a task or use the Search The task is found and displays the
field to find a task (search by task correct fields
title), and then select the task.
2. The following details are
displayed: title, due date, priority,
private, account, contact and note.
3. You can edit this task and Save

you changes
Note: Additional functionalities are

Delete Task or Assign To. By
selecting Assign To you can
assign a task to a specific
employee. This will remove the
note from your list of notes.
4 Add a New Task 1. To add a new Task, just click A new task is created successfully
the Add button in the list of tasks
2. Select a title for the new task
3. Select the Due Date for the task
4. Select a priority. You can
choose one of the following: Low,
Medium, High and Very High
5. Define if it is private or not
6. Select an Account
7. Select a Contact
8. Add a Note
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Comment
9. Click Save
Note: If you tick the check box in

front of the task, the task is
marked as completed and
disappears from the list.

Prerequisites
4.4.1 Assign Tasks

Use
In this procedure, you assign tasks to your user in order to visualize it in Fiori app My Tasks
Procedure
Transaction code WUI
2. Navigate to Activities → Activities
3. In the Search Criteria section, choose the field Category and choose the value Task.
4. Choose Search. The list of all tasks for the given account is displayed in the Result List.
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You can filter the Result List by providing additional search criteria. For example: If you want to view the tasks created under an
Account for which your user is the employee responsible then choose the search criteria Account ID from the drop-down list and enter
the desired account.
5. To view the details of a task, select the task description hyperlink in the column Description
6. Choose Edit in the Task Details section.
7. Assign your user in the Employee Responsible field and choose Save.
8. Note down the Task ID for reference.
9. Repeat steps 2 to 8 to assign more tasks to your user.

Comment
1 Check List of 1. Navigate to WUI The tasks that are shown in the
Tasks Activities  Search  Activities app are displayed in the backend
2. Navigate to the Activities
workcenter
3. Within the search criteria, select
Category is Task
4. Choose Search
5. In the results list, the tasks are
displayed
6. On the account column you can
visualize which account this task is
associated to
7. By selecting the task description
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Comment
hyperlink you can visualize the
details of the task itself
2 Edit/create Tasks 1. Navigate to WUI "The data that can be seen in the
2. Navigate to Activities -> Create app is displayed in the backend.
-> Task Modifications made in the
3. The window "Select Transaction backend are displayed in the app
Type" will be displayed
4. Choose "Transaction Type
Description" Task Fiori
5. In case another Webpage
Dialog comes up, select
appropriate attributes.
6. On the "Tasks fiori: New
screen" enter a Description (Title)
and fill the mandatory fields
"Account" and "Contact".
7. Save your data.
8. Verify that this newly created
task can be visualized within the
SAP My Tasks Fiori App
Note: Ensure that you re-enter the

My Tasks App before you check
whether the task has been
created.
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5 My Appointments
5.1 Purpose
With My Appointments, you can create and manage appointments. The sales representative is able to display details about accounts and
contacts, create new appointments, enter internal and external attendees, assign an account and contact, enter notes for an appointment and
attach documents to an appointment.

Launch Application Sales Representative Select My Appointments from the launch pad
Check Calendar Overview Sales Representative Weekly Appointments are displayed
Manage Existing Appointments Sales Representative Edit Appointments; add attendees, notes,
attachments, and create new appointments
Create New Appointment Sales Representative Create a new Appointment

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Comment
2 Launch On the Launchpad, choose the A appointment calendar is
Application option My Appointments displayed
3 Check 1. A weekly view of your Appointment details can be
Appointments appointments will be displayed as visualized successfully
blocks below.
2. To view you appointments
monthly choose month within the
toolbar, located on the bottom of
the screen.
3. To view your daily
appointments, select today within
the toolbar.
4. Use the lateral arrows to shift
from week to week (if you have
week selected) or month to month
(if you have month selected).
5. For more details on an
appointment, select the
appointment itself.
6. The appointment details are
displayed:
a. Appointment title
b. Account assigned to the
appointment - select it to obtain
further details
c. Contact assigned to the
appointment - select it to obtain
further details
d. Status
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Comment
e. Date and time
f. Attendees
g. Notes
h. Attachments
7. To make additions to the
appointment such as important
attachments select Edit
8. Add more detail to the
appointment such as adding
attendees (internal and external),
notes, and attachments.
If you change appointments or
create new ones within the app,
they are synchronized with the
CRM back end, and are also
visible to colleagues there if they
are entered as attendees.
9. Select Save, the main page will
be displayed
4 Manage 1. Create a new appointment by A appointment is created and

Appointments selecting Add, enter the following saved successfully
data:
(*mandatory data)
a. Appointment title*
b. Status*
c. Private (on/off)
d. Start Date and Time*
e. End Date and Time*
f. All day (on/off)
g. Location
h. Account (Use the input
help)
I. Contact (Use the input
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Comment
help)
j. Notes
k. Attachments
2. Select Save
3. The appointment created will
now be displayed in the
appointment calendar.

Prerequisites
5.4.1 Assign Appointments

Use
In this procedure, you assign Appointments to your user in order to visualize it in Fiori app My Appointments
Procedure
2. Navigate to Activities → Activities
3. In the Search Criteria section, choose the field Activity Type and choose the value Appointment.
4. Choose Search. The list of all appointments is displayed in the Result List.
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You can filter the Result List by providing additional search criteria. For example: If you want to view the appointments created under
an Account for which your user is the employee responsible then choose the search criteria Account ID from the drop-down list and
enter the desired account.
5. To view the details of an appointment, select the description hyperlink in the column Description
6. Choose Edit.
7. Go to the Attendees assignment block.
8. In the Partner Function column choose a required partner function, for example, Owner or Attendee
The function Owner can be assigned in the Appointment Details assignment block also in the Employee Responsible field.
9. In the Name column, assign your user and choose Save
10. Note down the Appointment ID for reference.

Comment
1 Manage Existing 1. Go to transaction WUI Appointments displayed within the
Appointments 2. Navigate to Home application can be verified and
3. Daily appointments are visible are the same as those displayed
within the home WorkCentre in the backend
4. To view all appointments related
to this user or to which this user is
assigned (attendee) navigate to
Activities → Search → Activities
5. Choose activity type
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Comment
Appointment, select search
6. The status of the appointment is
displayed (represented by
symbols)
7. Select one appointment by
selecting the description hyperlink
8. The appointment details are
displayed
9. Here you can verify that the
following information is consistent
with the details displayed in My
appointments:
a. General Data - Description
(Displayed in the application as -
Appointment title)
b. References - Account
Account assigned to the
appointment)
c. References - Contact
Contact assigned to the
appointment)
d. General Data - Active Status
Status)
e. General Data – Start Date
and Time/ End Date and Time
Date and time)
f. Attendees assignment block
Attendees)
g. Notes assignment block and
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Comment
appointment details - notes
Notes)
h. Attachments assignment
block (Displayed in the application
as - Attachments)
2 Create 1. Go to transaction WUI Appointments created in the

2. Navigate to Activities → Create backend can be visualized in the
→ Appointments application and vice versa
3. Select Create
4. Choose transaction type
Appointment
5. Enter mandatory data, such as
account and contact details
6. Add attendees by navigating to
the attendees assignment block
7. Select Edit List
8. Choose a Partner function from
the dropdown menu
9. Enter the name of the attendee
(use the input help)
10. Save your appointment
11. Log into the transaction
launcher and open my
appointments
12. Verify that this newly created
appointment can be visualized
within the FIORI My appointments
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6 My Contacts (CRM Role)

6.1 Purpose
SAP My Contacts is a quick way to allow sales representatives to search and manage (display/change/create) all existing contacts at company
level. It also allows the sales representatives to start follow up activities (initiate call, initiate email, attach documents, maintain notes) for a given
contact.

Launch application Sales Representative Applications overview opens and the

Check list of contacts Sales Representative The list of contacts is displayed
Check contact details Sales Representative Basic data for the selected contact is
displayed. You can initiate call or initiate
email.
Manage contact details Sales Representative Add or change data for a particular contact.
Attach documents and maintain notes for a
particular contact
Create a new contact Sales Representative The new contact is created with the data you
choose to enter

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Comment
2 Select SAP My 1.Navigate on the Application’s The SAP My Contacts app is
Contacts Homepage and choose the option displayed
My Contacts
3 List of contacts 1.A list of contacts is displayed in The contacts list is displayed
alphanumeric order. Select Filter
in order to select if you want to
display All Contacts or My
Contacts.
2.Select Sort by in order to sort the
contacts by Last Name, First
Name or Account.
4 Check contact 1.Select one particular contact The contact basic data is
details from the list or use the Search field displayed
to find and select a particular
contact (search by contact name
or contact account).
2.The basic data for the selected
contact is displayed. You can save
this contact as a tile on the
application’s home page, just
press Save as Tile (right lower
corner).
3. You can perform follow up
activities for the selected contact.
You can initiate a call or an email
directly from the app by clicking on
the contact mobile/phone number
or on the contact email.
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Comment
5 Manage contact 1. Add or change data to the The contact basic data was
details selected contact by clicking Edit. changed
The following information can be
edit (Last Name and Account
information are mandatory): Title,
Academic Title. First Name, Last
Name, Function, Department,
Address, Mobile, Phone, Email,
Date of Birth, Contact Photo.
2.Edit Academic Title and Date of
Birth.
3. You can attach documents by
clicking Attachments, a list of the
contact attachments is displayed,
you can open them or add a new
one by choosing the + button.
4.You can maintain notes by
clicking Notes, a list of the contact
notes displayed, you can add a
new one by writing in the
appropriated box.
6 Create a new 1. To create a new contact record A new contact was created
contact click Add Contact. Fill the
mandatory fields: Last Name and
Account. Fill other fields you wish
(listed above) and click Save.
Note: Note that once you

associate an account to a contact
this information cannot be
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Comment
modified.

Prerequisites
6.4.1 Assign Contacts

Use
In this procedure, you create Contacts in order to visualize it in Fiori app My Contacts
Procedure
2. Navigate to Account Management → Contacts

3. Choose New in the Result List section.
4. Fill in all the relevant details.
5. Go to the Work section and in the Account field, enter an account for which your user is assigned as the employee responsible. You can
use the input help to search for accounts according to Employee Responsible.
Refer to the section Assign employee responsible to accounts.
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6. Choose Save. The contact is created.

7. To assign the required Role to this Contact, you can go to the Roles assignment block and choose Edit List.
8. Choose a relevant role in the Role field. For example Contact Person. Choose Save.
9. Note down the Contact ID for reference.
10. Repeat steps 2 to 9 to assign more contacts to your user.

Comment
1 Check Contact 1. Go to transaction WUI (Launch The contacts visualized in the app
details WebClient UI) can be displayed in the Webclient
2. Navigate to Account Management → UI
Search → Contacts
2. Search for a contact that you created
within the My Contacts app
3. Search by last name for example
4. Select search
5. Your contacts will be displayed below.
6. Select your contact by pressing the
last name hyperlink
7. All the contact details will be
displayed.
2 Edit Contacts 1. Within the My Contacts app, select a Changes performed in the app
details contact are displayed in the Webclient UI
2. Press Edit
3. And enter an e-mail address
4. Save your changes
5. Log into the WebUI (Transaction WUI)
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Comment
6. Choose the contact you just edited
7. Verify that the e-mail you added for
the contact is now visible.
7 My Opportunities
7.1 Purpose
My Opportunities helps the sales representative to review opportunities, get all the details of an opportunity and change the value of existing
opportunities.


Check List of Opportunities Sales Representative Display the list of opportunities with search,
filter and sort function.
Check Opportunity Details Sales Representative View detailed information about your
opportunity such as the products, notes,
attachments, and participants
Manage Opportunity Sales Representative Edit opportunity information such as

opportunity name, main contact, target sales
volume and currency, start date, closing
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date, status, sales stage, change of success

and priority. Save opportunities as new tiles,
share opportunities within a SAP JAM group
and discuss a specific opportunity on Jam
Create New Opportunity Sales Representative Create an opportunity

Comment
1 Launch the Launch the SAP Fiori home page via The Home page with all the
FIORI system the appropriate URL (https://<> <>…) applications the user has
and log on with the appropriate user assigned is displayed in a tiled
and password. layout.
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2 Check List of 1. Navigate on the Application’s A list of opportunities is displayed

Opportunities Homepage and choose My on the left-hand side of the screen
Opportunities
2. A list of Opportunities is displayed.
Note: Use the search field to search
using Opportunity ID.
You can also sort the list of
opportunities, select the double arrow
icon and sort Account (Ascending),
Account (Descending), Status
(Ascending), Status (Descending),
Closing Date (Ascending) and
Closing Date (Descending).
3 Check 1. Select an opportunity from the list Opportunity details can be verified
Opportunity 2. The opportunity details will be successfully
Details displayed on the left-hand side of the
screen
3. Select the Info icon to obtain
further details regarding the specific
opportunity such as opportunity ID,
starting date, closing date, status,
sales stage, chance of success,
priority, expected sales volume
(weighted), forecast relevance and
log of changes.
4. Select the Products icon, a list of
products will be displayed.
5. Select edit to add products and to
modify already existing products (only
quantities can be modified).
Note: If no products are assigned to
an opportunity the product icon will
not be displayed.
6. Select the notes icon to add notes
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to your opportunity:
i. Add your note within the
box
ii. Select the plus icon
iii. Your note will be displayed
below
7. Select the attachments icon to add
attachments to your opportunity:
i. Select the attachments
icon
ii. Select the Plus icon
iii. A pop-up will be displayed
for you to select the file you wish to
download.
iv. Your attachment will be
shown below (this is not working at
the moment)
Note: Attachments cannot be added
using windows explorer 9.0. Use
chrome or firefox for this functionality
to be available.
8. Select the Participants icon to add

involved parties to your opportunity:
i. Select the Plus icon
ii. And search for the contact
you want to add
iii. The contact will be added to
your participants list.
4 Manage 1. Edit an opportunity by selecting an An opportunity is edited
Opportunity opportunity, the opportunity details successfully
are displayed on the right.
2. Select Edit on the bottom right-
hand corner, to edit your opportunity.
3. Modify your opportunity name, your
main contact, target sales volume and
currency, start date, closing date,
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status, sales stage, change of

success and priority.
4. Within the product basket area,
add a product to your opportunity by
selecting add more products
Note: You may also edit the quantity
of your already existing products.
5. A Product Catalog page is
displayed; tick the selection box next
to your product and press Add or
Cancel. By choosing Add your
chosen product will be added to the
list.
Note: Select Log of Change within the
info icon to view all changes that have
been made to this opportunity and the
date of the modification.
7. To share your opportunities, select
the forward button, on the bottom
right-hand side of the screen:
Select share:
a. A share on SAP JAM display
will be shown
b. Select an available group and
add a note
c. Select ok.
Select Discuss:
a. A discuss on SAP JAM display
will be shown
b. Type in your discussion point
within the box
c. Select share
Note: You can also like other peoples
discussions and reply directly to that
particular discussion.
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8. Select Save as Tile – Saves this

particular opportunity as a tile
a. Select the title of your tile, the
subtitle and information
b. Select ok
5 Create New 1. Selecting the Plus icon on the An opportunity is created

Opportunity toolbar. successfully
2. Select a transaction type such as
OPPT
3. A new opportunity screen will be
displayed
4. Enter your opportunity Name,
account, main contact and other
opportunity relevant information.
5. Select save, your new opportunity
will be displayed.

Prerequisites
7.4.1 Assign Opportunity

Use
In this procedure, you assign opportunity to your user in order to visualize it in Fiori My Opportunities
Procedure
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2. Navigate to Sales Cycle → Opportunities
3. In the Prospect Name field, enter the account or contact for which your user is assigned as the employee responsible.
4. Choose Search. The list of all opportunities for the given prospect is displayed in the Result List.
5. To view the details of an opportunity, select the opportunity description hyperlink in the column Description
6. Choose Edit
7. Go to the Sales Team assignment block.
8. In the Function column, choose a required partner function, for example, Employee Responsible or Sales Representative
The function Employee Responsible can be assigned in the Opportunity Details assignment block also.
9. In the Name column, assign your user and choose Save
10. Note down the opportunity ID for reference.
11. Repeat steps 2 to 10 to assign more opportunities to your user.

Comment
1 Check 1. Go to transaction WUI The details of the opportunity can
Opportunity 2. Navigate to Sales Cycle → Search be visualized in the backend
→ Opportunities
3. Enter an opportunity ID (one that is
visible within FIORI My Opportunities)
4. Select your opportunity by
selecting the hyperlink
5. The opportunity that you see within
the tile My opportunities is displayed.
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Comment
2 Manage 1. Go to transaction WUI Changes made within the FIORI

Opportunity 2. Navigate to Sales Cycle → Search app can be visualized within the
→ Opportunities backend and vice versa
3. Search for and Select your
opportunity
4. Modify the description of your
Opportunity by selecting edit mode
5. Enter a new opportunity description
6. Save your changes

7. Navigate back to the FIORI My
Opportunity application and verify that
the description has been modified.
8. Within Info icon in My Opportunity
edit your opportunity by selecting the
edit pushbutton
9. Modify the closing date
10. Return to the WebClient UI and
verify that the closing date has been
modified.
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8 My Leads
8.1 Purpose
The SAP My Leads app allows sales representatives to manage their leads and follow up on potential accounts. This analytical app is based on
the customer profile and the embedded analytics provided by SAP HANA Live and it allows you to view operational sales analysis related to lead
origin, qualification, and status.
The sales representative can search, view, and edit leads their involved in; view and edit header data; add, edit, and delete products and obtain
information on the expected date of delivery of an order of a product that the distributor is expected to make.

Launch Application Sales Representative The My Leads application is displayed
Check List of Leads Sales Representative The list of Leads is displayed
Check Lead Details Sales Representative The header data is changed and displayed,
the products are added, edited and deleted
Manage Lead Sales Representative View and add Notes, Attachments and
Contacts
Receive open leads assigned to you with Sales Representative Accept or Reject leads assigned
the option to accept or reject them

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Comment
1 Launch Home Launch the SAP Fiori home page via The Home page with all the
Page the appropriate URL (https://<> <>…) applications the user has
2 Select SAP My 1.Navigate on the Application’s The SAP My Leads app is
Leads Homepage and choose the option My displayed
Leads
3 Search List of 1. A list of Leads appears in The list of Leads is displayed
Leads alphanumeric order.
2. Select Filter in order to select 'All
Leads' or 'Open Leads'.
3. Select Sort by in order to sort the

leads by End Date (Descending), End
Date (Ascending), Status
(Descending), Status (Ascending),
Account (Descending) or Account
(Ascending).
4 Select a Lead 1.Select one lead from the list (use the The selected Lead is displayed
Search field if required), search by
Lead name or Lead ID.
5 View and Edit 1. The Lead information is displayed, if Leads are edited successfully
Leads you wish to add or change information
regarding this lead select Edit.
Note: If the Product icon does not

appear it is because the Lead does not
have Products associated. You can
add products by editing the lead, select
the edit push button, scroll down to the
product basket and select Add more
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Comment
products pushbutton.
2. The following information can be

edited (note that main Contact, start
date and end date information are
mandatory): Name, Main Contact, Start
Date, End Date, Origin, Priority,
Qualification, Status, and Products.
3. To maintain alterations just press
Save.
6 Select Product 1. Select the Product icon, the products The product is added
icon associated to this lead are displayed (if
no product icon is displayed its
because no products are associated to
this lead).
2. Add a product by choosing edit and
scrolling down to the product basket
section select Add more Products:
I. You can use the search to find your
product
ii. When you find your product, simply
tick the Check Box provided next to
your product and select Add.
iii. Now you can change the Quantity of
each Product
iv. If you no longer what to associate
the Product to your Lead just select
Delete (X button located to the right of
your product).
7 Select Notes 1. Select the Notes icon, the notes The lead notes are displayed
Icon associated to this lead are displayed
2. Write a note on ‘Add note’ and then
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Comment
click on Add
3. Now you can see your note below
8 Select 1. Select Attachment, you can see the The lead attachments are
Attachments attachments associated to this Lead displayed
2. Click upload file, a pop up is
displayed, select your attachment and
select open, your attachment is
displayed below
3. Click the attachment hyperlink for the
attachment to be displayed
9 Select 1. Select Participants, you can see the The participants are displayed
Participants Contacts associated to this Lead
2. Click Add to select and add more
Contacts

Prerequisites
8.4.1 Assign Leads

Use
In this procedure, you assign opportunity to your user in order to visualize it in Fiori My Opportunities
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Procedure
2. Navigate to Sales Cycle → Leads.
3. In the Prospect Name field, enter the account or contact for which your user is assigned as the employee responsible.
4. Choose Search. The list of all leads for the given prospect is displayed in the Result List.
5. To view the details of a lead, select the lead description hyperlink in the column Description.
6. Choose Edit.
7. Go to the Parties Involved assignment block.
8. In the Partner Function column choose a required partner function, for example, Employee Responsible or Sales Representative.
The function Employee Responsible can be assigned in the Lead Details assignment block also.
9. In the Name column, assign your user and choose Save .
10. Note down the lead ID for reference.
11. Repeat steps 2 to 10 to assign more leads to your user.

Comment
1 Check/ Edit Lead 1. Go to transaction WUI The lead details that can be seen
Details 2. Navigate to: Sales Cycle → Search within the app are displayed in the
→ Leads backend
3. Enter the Lead ID within Search
Criteria Lead ID field.
4. Select Search
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Comment
5. Your lead will be displayed below
6. Select your lead description
hyperlink, your lead details are
displayed.
7. Within the Lead Details assignment
block the following data can be
visualized:
- General Data and Dates
(WebUI)
- Info (My Leads)
2 Check/Edit 1. Go to transaction WUI The products that can be seen
Products 2. Navigate to: Sales Cycle → Search within the app are displayed in the
→ Leads backend. Modifications made to
3. Enter the Lead ID within Search products in the backend are
Criteria Lead ID field. displayed in the app
4. Select Search
6. Select your lead description
hyperlink, your lead details are
displayed.
7. Navigate to the Products
assignment block
8. Select the Edit List Button.
9. Add more Products and then Save.
10.Check your lead within the
application to confirm that the new
product can be visualized within My
Leads.
3 Check/Edit Notes 1. Go to transaction WUI The data that can be seen within
2. Navigate to: Sales Cycle → Search the app is displayed in the
→ Leads backend. Modifications made in
2. Enter the Lead ID within Search the backend are displayed in the
Criteria Lead ID field. app.
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Comment
3. Select Search
5. Navigate to the Notes assignment
block
6. Select the Text hyperlink within the
Notes assignment block
7. Confirm that the notes you
visualize here are displayed within the
My leads app
8. Select back
9. Select New
10. Select text type Note
11. Enter a message within the text
block
12. Select Back
14. Once you have added your new
note check your lead within the
note can be visualized within My
Leads.
4 Check/Edit 1. Go to transaction WUI The attachments that can be seen

Attachments 2. Navigate to : Sales Cycle → within the app are displayed in the
Search → Leads backend. Modifications made to
3. Enter the Lead ID within Search attachments in the backend are
Criteria Lead ID field. displayed in the app.
4. Select Search
6. Navigate to the Attachments
assignment block
7. Confirm that the attachments you
visualize here are displayed within the
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Comment
My leads app
8. Select new Attachment.
9. Select an attachment from content
management
10. Select Attach
12. Once you have added your new
attachment check your lead within the
attachment can be visualized within
My Leads.
5 Check/Edit 1. Go to transaction WUI The participant data that can be

Participants 2. Navigate to : Sales Cycle → seen within the app is displayed in
Search → Leads the backend. Modifications made
3. Enter the Lead ID within Search in the backend are displayed in
Criteria Lead ID field. the app.
4. Select Search
6. Navigate to the Parties involved
assignment block
7. View the existing Parties Involved
8. Compare the data of the parties
involved assignment block to what is
displayed by the My leads app.
9. Select the Edit List Button.
10. Add a new contact to your
involved parties list.
11. Select Partner function, Contact.
12. Enter the name of your contact
(use the input help function)
13. Press Enter
15. Log into My leads, open the lead
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Comment
you edited on the WebClient UI and
verify that the contact person you
added is present.
9 My Notes
9.1 Purpose
The SAP My Notes app enables the user to create notes with several items. The app allows the user to choose which note items to assign to an
opportunity, appointment or task from an existing note. It is possible to select the account and the person responsible for that account when
assigning the notes. It’s also possible to add or remove items from the note and also edit them.


Check List of Notes Sales Representative A list of notes is displayed
Manage Existing Note Sales Representative The note is updated
Create New Note Sales Representative The note is created
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Create New Appointment for Sales Representative The Appointment is created from a note
Note
Assign Note to an Opportunity Sales Representative The note is assigned to an opportunity
Create New Task for a Note Sales Representative The Task is created from a note

Comment
1 Launch Home Launch the SAP Fiori home page via the The Home page with all the
Page appropriate URL (https://<> <>…) and applications the user has
log on with the appropriate user and assigned is displayed in a tiled
password. layout.
2 Enter SAP My Navigate on the Application’s Homepage The SAP Note app is displayed
Notes and choose the option My Notes
3 Check List of 1. A list of notes appears. A list of notes is displayed
Notes and 2. Select one or use the Search field to
Search note find a note (search by note title), and
then select the note. It is possible to
order them by date or alphabetical.
4 Create New Note Add a note by pressing the plus sign and A note is added with several items
add several items to the note (by double
clicking)
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Comment
5 Remove item An item is removed from the note
Removes items by ticking the check box
and pressing Delete push button
6 Assign Note to Add items to opportunity by ticking the A note is assigned to an

an Opportunity check box and selecting the Add to opportunity
button. After it’s possible to choose the
relevant opportunity.
7 Create New Add items to an appointment by ticking A note is assigned to an
Appointment for the check box and selecting the Create appointment
Note Appointment button. After it’s possible to
choose a title, start date, end date, all
day, privacy, account, and contact.
8 Create New Task Add items to a task by ticking the check A note is added to a task
for a Note box and selecting the Create task button.
After it’s possible to choose a title, due
date, priority, privacy, account, and
contact.
9 Manage Existing When managing the note the following The note is updated
Note actions are possible:
a. Share a note on Sap JAM by pressing
Share button and selecting Share.
b. Send note to email by pressing Share
button and selecting Send Email.
c. Save the note to homepage by
pressing the Share button and selecting
save as tile.
It is also possible to give a subtitle and
an info to the tile.
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Step # Field Name: Fail /
Value Comment
1 Check assigning 1. Go to transaction WUI Verify that the note seen in
note to 2. Navigate to: Sales Cycle→ Search → backend is the same as what is
opportunity Opportunities displayed within My Notes app
3. Enter the Opportunity ID within Search
Criteria Opportunity ID field.
4. Select Search
5. Your Opportunity will be displayed
below
6. Select an opportunity; your opportunity
details will be displayed.
7. Navigate to the Notes assignment block
8. Or view the Notes area within the
opportunities details assignment block.
9. Verify that the note you added to the
opportunity is present.
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10 Simulate Sales Pipeline

10.1 Purpose
Simulate Sales Pipeline helps the sales representative to see current target achievements and adjust opportunities with respect to Expected
Value, Probability, and Closing Date.


Check Current Target Sales Representative A graph of current target achievements are
Achievements displayed
Check Opportunity Details Sales Representative Opportunity ID, Account information, main
contact, and employee responsible data is
displayed
Manage Opportunity Details Sales Representative Edit start date, end date, expected sales
volume, chance of success, sales stage, and
status

Comment
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Comment
2 Select SAP Navigate on the Application’s The SAP Simulate Sales Pipeline
Simulate Sales Homepage and choose the option app is displayed
Pipeline Simulate Sales Pipeline
3 Check the 1. The graph shows all the current A graph with Target
Current Target Target Achievements. Achievements is displayed
Achievements 2. The circles represent the
opportunities.
3. The graph display shows the current
quarter and to shift from one quarter to
the next simply scroll to the bottom of
the screen, a bar can be seen, drag
that bar to the left or the right
depending on which quarter you wish
to visualize.
4 View 1. Select a circle by clicking on it. Opportunity details are displayed
Opportunities 2. Select the ‘I’ icon. To deselect the
opportunity simply select the grey
circle.
3. Here account data and contact
information can be visualized
5 Edit You can edit the Target Sales Pipeline Opportunity details are edited and
Opportunities (a) in two ways: saved correctly
-Within the 'i' icon (a)
- By dragging and dropping (b)
1. When you select the icon ‘I’ the

opportunities can be edited, the start
date, end date, expected sales volume
and chance of success may be edited.
2. Further information such as
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Comment
opportunity ID, account, main contact
and employee responsible for this
specific opportunity are displayed.
3. Select okay to accept your changes
or cancel to ignore your changes.
6 Edit You can edit the Target Sales Pipeline Opportunity details are edited and
Opportunities (b) in two ways: saved correctly
-Within the 'i' icon (a)
- By dragging and dropping (b)
1. Select the opportunity circle

2. Drag it to the right or left to modify
the expected date
3. Drag it up or down to modify the
chances of success.
4. When you make changes three
buttons will be displayed on the bottom
right-hand corner of the screen view
changes, save and reset.
5. Reset ignores your opportunity
movement; Save saves your changes
and View changes shows you a log of
what you have modified, showing you
the old value and the new value.
6. To save or to discard the changes
tick the check box and select Save or
Discard within the log.
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Prerequisites
10.4.1Maintain Opportunities
Use
In this procedure, you maintain Opportunities in order to visualize it in Fiori app Simulate Sales Pipeline
Procedure

3. Choose the search criteria Opportunity ID. Provide the opportunity ID noted in the section Assign Opportunity.
4. Choose Search. The Opportunity is listed in the result list.
5. Choose opportunity description hyperlink in the column Description.
6. Choose Edit.
7. Maintain the Opportunity Closing Date under the Date section to a value which, is in the current year.
8. Maintain the Exp. Sales Volume and Rel. for Forecast fields in the Forecast section.
9. Maintain the Chance of Success, Sales Stage and Status fields in the Sales Cycle section.
10. Choose Save.
11. Repeat steps 3 to 8 for all the opportunities assigned to your user.

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Comment
1 Check/Edit 1. Go to transaction WUI Changes made within the
Pipeline details 2. Navigate to: Pipeline Performance → Simulate Sales Pipeline app can
Target to Date be seen within the WebUI and
3. The opportunities displayed here are vice versa
equivalent to those displayed within the
Simulate Sales Pipeline App
4. Select one of the opportunities by
selecting the drop-down tab to the left of
the opportunity.
5. Compare this opportunity to the data
that is displayed in the app.
6. Modify the closing date of the
opportunity within the WebClient.
7. Select over the closing date, within the
opportunity row.
8. Press Enter, to Save
9. Verify that the closing date has been
modified within Simulate Sales Pipeline
app for your specific opportunity.
11Track Sales Pipeline

11.1 Purpose
Track Sales Pipelines offers a quick and easy way for sales representatives to track and manage the pipeline of a sales team with respect to
Dates, Expected Value and Probability.
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Launch application Sales Representative Applications overview opens and the

Check Current Target Sales Representative A graphical overview of sales pipelines is

Achievements displayed. You can filter Target
Achievements presented in the graphic by
employee responsible and accounts. You
can also manage sales target settings:
periodicity, expected value, currency and
time span
Sales Representative Opportunity ID, Account information, main

Check Opportunity Details contact, employee responsible, time span,
expected value and probability is displayed

Comment
2 Select SAP Navigate on the Application’s The SAP Track Sales Pipeline
Track Sales Homepage and choose the option app is displayed
Pipeline Track Sales Pipeline
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Comment
3 Check the 1. The graph shows all the current A graph with Target
Current Target Target Achievements. Achievements is displayed
Achievements 2. The circles represent the
opportunities.
3. The periodicity shown can be
quarterly, yearly, weekly or monthly
according to you sales target settings.
a. To modify the graphic view
periodicity use the dropdown arrow
and select among quarterly, yearly,
weekly or monthly
4. You can filter target achievements
you want to see. Use the dropdown
arrow and select among Team’s
Sales Pipeline and Top 10
Opportunities.
5.Bellow the graph there is a scroll

bar, drag and drop it to change the
opportunity time frame.
4 Filter Target 1.To filter the current Target Target Achievements graph is
Achievements Achievements displayed on the graph filtered
select Filter (right upper corner). Two
new buttons appear - All Employees
Responsible and All Accounts.
2.Choose All Employees
Responsible. A scroll down menu with
employee names and a search field
are displayed. Select which
employees current Target
Achievements you want to see.
3. Choose Accounts, a scroll down
menu with accounts and a search
field are displayed. Select which
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Comment
accounts current Target
Achievements you want to see
5 Manage sales 1. Choose Settings, a pop-up window Settings are changed
target settings appears.
2. Choose Sales Targets, another
pop-up window appears.
3. Here you can edit the following
information: Sales Target Periodicity,
Sales Target for Current Period,
Currency, Time Span (From, To).
6 Check 1. To view an opportunity details Opportunity data is displayed

Opportunity Data select the opportunity circle from the
graphic and double-click it.
2.Here you can view the following
information: Opportunity ID, Account,
Main Contact, Employee
Responsible, Start Date, End Date,
Expected Sales Volume (Unweighted
and Weighted), Relevant for
Forecast, Chance of Success, Sales
Stage, and Status.
3.You can access detailed
information of Opportunity ID,
Account and Main Contact by single
clicking on of this options.
Note: By selecting Opportunity ID the
user will be diverted to the My
opportunities app, by selecting
Account the user will be diverted to
My accounts application and by
selecting main Contact the user will
be diverted the My Contacts
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Comment
application.

Prerequisites
11.4.1Maintain Opportunities
Use
In this procedure, you maintain Opportunities in order to visualize it in Fiori app Track Sales Pipeline.
This app is for the
Procedure
1. Navigate to Sales Operations → Organizational Model

2. Choose Search.
If you do not know the Organizational Unit name, you can choose Find by User in the Search criteria, provide your user, and choose
Search.
3. Choose the Name hyperlink in the column Organizational Unit.
4. The Organizational unit details are displayed. Make a note of the users assigned to your organizational unit and reporting to you.
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6. Choose the relevant search criteria and choose Search.

7. For the desired opportunity, choose the hyperlink in the column Description
8. Choose Edit.
9. Maintain the Opportunity Closing Date under the Date section to a value which, is in the current year.
10. Maintain the Exp. Sales Volume and Rel. for Forecast fields in the Forecast section.
11. Maintain the Chance of Success, Sales Stage, and Status fields in the Sales Cycle section.
12. Go to the Sales Team assignment block.
13. In the Function column choose a required partner function, for example, Employee Responsible or Sales Representative
The function Employee Responsible can be assigned in the Opportunity Details assignment block also.
14. In the Name column, assign one of users as noted in step 4 above.
15. Choose Save.
16. Repeat steps 5 to 15 for all the opportunities you want to visualize in the Fiori app.

Comment
1 Check/Edit 1. Go to transaction WUI Changes made within the Track
Pipeline details 2. Navigate to : Pipeline Sales Pipeline app can be seen
Performance → Target to Date within the WebUI and vice versa
3. The opportunities displayed
here are equivalent to those
displayed within the Track Sales
Pipeline App
4. Select one of the opportunities
by selecting the drop-down tab to
the left of the opportunity.
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Comment
5. Compare this opportunity to the
data that is displayed in the app.
6. Modify the closing date of the
opportunity within the WebClient.
7. Select over the closing date,
within the opportunity row.
8. Press Enter, to Save
9. Verify that the closing date has
been modified within Track Sales
Pipeline app for your specific
opportunity.
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SAP Fiori Apps for SAP Customer Relationship Management (CRM)

3.2 Process Overview Table

Launch Application Sales Representative Applications overview opens and the

Check List of Accounts Sales Representative The list of accounts is displayed

Check Account Details Sales Representative The Account overview is displayed

Check Notes Sales Representative Notes are displayed

Check Attachments Sales Representative Attachments are displayed

Process Step Business Condition Business Role Expected Results

Check Opportunities Sales Representative Opportunities are displayed and it is possible

Check Appointments Sales Representative Appointments appear (weekly or monthly)

Check Leads Sales Representative Leads are displayed (Integration with My

Check Tasks Sales Representative Tasks are displayed (Integration with My

3.3 Testing the Process Steps in the SAP Fiori App

6 Select 1. Select Opportunities Display Opportunities

7 Select 1. Select Appointments Display Appointments

8 Select leads 1. Select Leads Display Leads

9 Select Tasks 1. Select Tasks Display Tasks

3.4 CRM Backend Prerequisites

3.4.1 Create BP for User in Employee Role

Transaction code /BP

2. Choose Create Person (F5)

3.4.2 Assign employee responsible to accounts

2. Navigate to Account Management → Accounts

8. Note down the Account ID for reference.

3.5 Testing the Process Steps in the Backend

4.2 Process Overview Table

4.3 Testing the Process Steps in the SAP Fiori App

3. You can edit this task and Save

Note: Additional functionalities are

Note: If you tick the check box in

4.4 CRM Backend Prerequisites

4.4.1 Assign Tasks

4.5 Testing the Process Steps in the Backend

Note: Ensure that you re-enter the

5.2 Process Overview Table

Check Calendar Overview Sales Representative Weekly Appointments are displayed

Create New Appointment Sales Representative Create a new Appointment

5.3 Testing the Process Steps in the SAP Fiori App

4 Manage 1. Create a new appointment by A appointment is created and

5.4 CRM Backend Prerequisites

5.4.1 Assign Appointments

5.5 Testing the Process Steps in the Backend

2 Create 1. Go to transaction WUI Appointments created in the

6 My Contacts (CRM Role)

6.2 Process Overview Table

Launch application Sales Representative Applications overview opens and the

Check list of contacts Sales Representative The list of contacts is displayed

6.3 Testing the Process Steps in the SAP Fiori App

Note: Note that once you

6.4 CRM Backend Prerequisites

6.4.1 Assign Contacts

2. Navigate to Account Management → Contacts

Refer to the section Assign employee responsible to accounts.

6. Choose Save. The contact is created.