What's New in SAP Cloud For Customer

Product Documentation
SAP Cloud for Customer May 2015
What's New in SAP Cloud for Customer
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What's New in SAP Cloud for Customer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Table Of Contents
P U B L I C 2015 SAP SE or an SAP affiliate company. All rights reserved.
1 What's New in SAP Cloud for Customer
This document provides information about whats new and what's changed for the general, sales, marketing, service,
and industry features of SAP Cloud for Customer.
New and Changed Features

General Features
What's New
IBM Lotus Notes add-in
Search contacts and accounts: You can use the search bar in the IBM Lotus Notes sidebar to search for
contacts or accounts in your SAP solution, without leaving Lotus Notes.
Download options for contacts: You can either download all your contacts from your SAP solution into
Lotus Notes at once (as before), or you can download individual contacts. For more information, see
Working from IBM Lotus Notes.
Microsoft Outlook add-in: Version Details

Under Downloads, on the Add-In for Microsoft Outlook tile, you can view additional version information by
choosing Details.
Filters in Analysis Pattern

As a feature parity with Silverlight, filters are now available in HTML5 as well.
Dynamic Paging in SAP add-in for Microsoft Excel

You can now retrieve report data in chunks rather than all at once. A new option called Dynamic Paging is
available in the SAP Add-in for Microsoft Excel that allows you to define the page size and fetch the entire
data in chunks.
Chart Zoom in Tablets and native iPad app

The chart zooming feature is now available on tablets. To do this, follow the steps below:
1.
Go to any report with zoom supported chart.
2.
Tap on Enable Zoom .
3.
Touch and hold anywhere in the chart and start selecting the chart area that you want to zoom.
4.
Drag your finger. A blue rectangle appears to define the zooming area in whichever direction you move
your finger.
5.
Release your touch. The system will display the zoomed chart view.
Fiscal Year Reporting

You can now report on fiscal year. To do this, click Add Fields in the analysis pattern screen to aggregate
reports based on the following:
Fiscal Year
Accounting Year Period
Accounting Period
Fiscal Year Half
Fiscal Half
2015 SAP SE or an SAP affiliate company. All rights reserved. P U B L I C

Fiscal Year Quarter
Fiscal Quarter
Relative selections, such as, current fiscal period, last fiscal period, and so on, are available for all of the above.
Chart Function Enhancements in HTML5
Chart and Table: A new button called Chart and Table has been added to the chart view in the analysis
pattern screen. If you click on this button, you can see the table and chart side by side. Toggle the
button to go back to the chart only view.
Characteristic Setting: When you work with reports, you can change the settings of all the
characteristics at one go.
For more information, see Characteristic Settings.
Personalization and Adaptation

You now have a new Browse... button that you can use to upload or edit a background image, a header bar,
and a company logo.
Translated Text for Objects in Analytics

It is now possible to translate texts on reports, data sources, views and selections that have been created by
Administration Language Adaptation .
a key user in
For more information, see Translating and Adapting UI Texts.
Responsive UI enhancements in iPad and Android Tablet
You have GPS coordinate capture for check-in and checkout during visits.
Map View: Map feature parity is the same as available in HTML5
Quick Order entry is available.
Notifications are supported in the Responsive UI similar to HTML5 and Silverlight.
New Table control
You have scrollable table control with vertical and horizontal scroll.
You have multi-selection on table.
You can edit on table view. For example, routes, product facet in order, quote, opportunity, and so
on.
You can group the data set.
There is automatic column width adjustment based on column type
Home Page Enhancements
You can drag and drop tiles to personalize the Home page.
Embedded Analytics feature
You have the option to see different chart types, table view and refresh information.
Additional tile patterns are available Simple KPIs, Key Figures, My Activities, News, Customer
report, Trend analysis, tiles displaying link to an external URL, tiles displaying default set queries.
You can analyze reports in more detail by switching to related reports views and selections.
Analytics feature
You have report and report view list, including favorites.
You have data navigation to chart type, selection and views.
Report list features, such as search and sort, are available as in HTML5.

You have responsive interactions like zoom-in/out, responsive legend and quick chart type
selection display.
9 different charts are now available - Line, Bar, Stacked Bar, Column, Stacked Column, Combined
Column Line, Bullet, Bubble, Time Bubble.
You have the option for selecting report view and variants when you open a report.
SAP Customer Insight: Chart zooming is available within reports.
SAP Cloud for Customer iPad
Offline sync shows notification reminding you to perform sync for the pending offline data.
You can create an account (Prospect) in offline with active status, and use it for creating association
objects like Visits and Appointments.
You can add product quantity under Add Products in a Sales quote.
Product List enhancements are now supported to add products within the Sales Quote, in the online
mode.
Product lists that are valid for all accounts and prospects are available for use.
Products lists defined by target groups, sales areas, and territories are available for use.
Product lists available with a specific validity period for products, are now interpreted properly.
What's Changed
Activities
End time for phone calls: To make planning your day easier, you can specify an end time for phone calls.
Default end time is 30 minutes after the start time. The end time is also available on mobile devices and
can be used in reporting.
Advanced search: more fields available: When you use the advanced search for activities or visits, there
are more fields that can be added. Each activity contains more fields that are relevant to that type of
activity. For example, for appointments, you can include fields for certain dates and times, territory
information, and account, owner, contact, and organizer in your advanced search. Other activities have
a slightly different configuration of fields available. These fields are hidden to use them, personalize
the relevant screen.
Filters: activities in your territories and activities today: In the list of appointments, e-mails, phone calls,
tasks, and routes, you can use a predefined filter for your territories. In addition, in the advanced search
for these activity types, you can specify a sales territory. You can also use a predefined filter to show
your appointments, e-mails, tasks, phone calls, or visits today.
Routes
Map: From a route, you can show the visit locations on a map.
Template history: In a route template, you can use the template history tab to trace how often and when
a route template was used.
New columns available: When you add a proposed visit, you can view columns for the accounts address,
city, postal code, and account classification. These columns are hidden to use them, personalize the
relevant screen.
Change date for multiple proposed visits: You can select multiple proposed visits and then change the
date. The proposed visits you selected are moved to the day that you indicated.
Filter accounts by same sales area as route: When you add proposed visits to routes, on the account
selection screen, you can filter the accounts to show only those that have the same sales area information
that is defined for the route.
Visits

Order tab: For visits, you can use the Order tab to create a new order or sales quote. Creating orders
directly from visits copies some of the information from the visit into the order, saving you time.
Visit report includes survey results
Check of account visiting hours: When you create a new visit, the solution references the visiting hours
defined for the account involved. If the days or times you entered fall outside the account's visiting hours,
a warning appears, reminding you to check the visiting hours and adjust your entries.
Visit as follow-up: You can add a visit as a follow-up item to another visit. Just open the existing visit and
choose
Follow-Up Items
New
Visit .
Promotions tab: You can access information about promotions that are currently running, right from
visits.
GPS information for check-in/check-out: If your administrator has enabled check-in and check-out, your
solution can record your physical GPS coordinates (latitude, longitude, and altitude) when you arrive at
and leave from a visit (check-in and check-out). These fields are hidden to use them, personalize the
relevant screen.
Surveys in visits: product list refreshed automatically: Products included from product lists that are
contained in surveys that in turn are assigned to visits are refreshed automatically, once every 24 hours.
The automatic update refreshes product list inclusions within surveys that are assigned to visits that are
scheduled within the next two days. To ensure your visit contains the latest information, you can also
refresh the visit manually. For more information, see Visits.
Microsoft Outlook add-in
Approve opportunities right from the Microsoft Outlook add-in: Provided the approval and notification
processes are set up for opportunities in your SAP solution, you can now approve opportunities right
from the Outlook sidebar. Click the number of notifications in the sidebar to open them, and approve
opportunities or send them back for revision.
Sort search results: When you add a reference object, in the search results, you can sort each column.
Include mentions in feed comments: In the feed tab on the sidebar of Microsoft Outlook, you can include
mentions (@<username>) when you add a comment to a feed post.
Multiple approvals
The notification view includes a filter for approvals only, allowing you to select multiple documents for approval
with one click.
Sales Features
What's New
Leads
Enter free-text product descriptions: When you add a product to an existing lead, you can use the new
Product Description field to enter a free-text description of the product, without referring to product
master data.
Work with individual customers: Provided that the new Create Indiv. Customer checkbox is made visible
on the quick create screen, you can select it to create an individual customer from the lead that you are
creating. For more information, see Leads. Also, within a lead, you can choose
to Individual Customer to convert a lead to an individual customer, or
Customer
Actions
Actions
Convert
Associate Individual
to associate an individual customer with a lead without changing that leads status.
Click-to-call: If your administrator has enabled computer telephony integration, and if you are allowed
to call the contact associated with a lead, then you can click on the phone number of the contact, within
the lead header, to place a phone call via the Live Activity pane. This action also causes a phone call
activity to be created in the Activities tab of the lead.

Re-open leads:
You can choose the Actions
menu to re-open sales leads that have been accepted or declined.
If your administrator has configured your solution accordingly, then you can edit the item details of
a lead that has been accepted or declined, then change the entry in its Status field, to re-open that
lead.
Save accounts and contacts in converted leads: If your administrator has activated duplicate checks for
business partners in your solution, and if you convert a lead and select the account and contact option
from the duplicate check results, then both the account and the contact are saved in the converted lead;
the solution does not create a new account and contact.
Opportunities
Preview opportunities: You can open an opportunity and choose

an opportunity summary in PDF format.
Work with product lists: From the item details of an opportunity, within the Products tab, you can use
the new Add from List action to view a product list, add a product from it to that opportunity, and modify
the proposed quantity, if required. The product lists that are available for selection vary dynamically in
relation to the data that is assigned to that opportunity, such as sales organization, account, sales area,
and so on.
Select field combinations: If your administrator has configured your solution accordingly, then you can
select a combination of Sales Organization, Distribution Channel, and Division from within the opportunity
header to populate all three fields simultaneously.
Evernote integration: If your administrator has configured your solution accordingly, then you can open
an opportunity in the HTML5 client, then choose the new Evernote tab. From here, you can log on to
Evernote with your own user and password, then add information from Evernote to your opportunities,
as desired.
Use new party role: A new party role Account Team Member is delivered. If your administrator has
activated this new role, then it can be selected from the Sales Team tab of an opportunity. This role is
useful when you create an opportunity from an account.
Work with visits: Provided that your administrator has personalized the Activities or Sales Activities tabs
to include the Visits section, you can open any opportunity and, from either tab, view and maintain visits
for that opportunity.
Moreover, if your administrator has enabled the sales activity advisor in your solution and created custom
tasks of type Visit, then these tasks that is, visits can now be accessed via the sales activity advisor
for the associated phases of the sales cycle.
Specify existing sales orders: Provided that your administrator has configured your solution to process
sales orders, and made the Sales Order field visible on the opportunity quick create screen, then when
you create an opportunity and enter its account, you can specify an existing sales order in that field to
facilitate upselling. The selected sales order is linked to the new opportunity and is visible within the
Document Flow tab.
Actions
Preview
to generate
Leads and Opportunities
Customers Contacts and then open a contact, you can now

Work with contacts: If you choose
choose the Leads or Opportunities tab, and then choose New , to create a lead or opportunity and
associate it with that contact.
Work with new filters: If territory management is active in your solution and if you choose
Sales Leads , or Sales Opportunities , then a new filter is available in the corresponding work
center view: Leads for My Territories, and Opportunities for My Territories. Selecting this filter will cause
leads or opportunities that are associated with this territory to appear, but only if you are a member of
the territory team.

From either filter, you can also open the advanced search, then select the Include Sub-Territories
checkbox to include sub-territories in the search results.
Forecasts
Under Sales Forecasts , if you create a forecast, you can select the Include Quantity checkbox to consider,
for example, the quantity of a product within a forecast, along with its amount.
If you use this new capability and open a forecast within Microsoft Excel, then you can see and maintain the
associated value in the Forecast Quantity column.
Sales Target Planning
Territory is supported as a dimension for new sales target plans, enabling you to perform plans for
territories of interest.
If you use this new capability and create a sales target plan within Microsoft Excel, you will see the
associated value in the Sales Territory column.
New fields have been introduced to the account search function within sales target panning. Moreover,
additional extension fields are supported for this function.
Sales Orders
The sales orders have been enhanced with the following features:
Select one of the following document types for creating sales orders:
Internal&External: Enables create, edit and transfer (to external system) of sales orders in SAP
Cloud for Customer
Internal: Enables create and edit of sales orders in SAP Cloud for Customer; Disables transfer to
external system
External: Enables read-only for sales orders in SAP Cloud for Customer; Create and edit of sales
orders possible in external system
Sales orders replicated from the current sales order will be displayed in a separate view called Document
Flow.
Adding products from products list
Add products from past orders
Display multiple schedule lines associated with an item delivery.
New views for Promotions, Change History and Transfer Logs.
History of sales orders for a given account is displayed. It is possible to navigate to the sales orders or
even create new sales orders from here.
Sales Quotes
Primary quote: A quote with an assigned opportunity can be marked as a primary quote. Once marked
as a primary quote, the Update Opportunity action becomes active and updates the expected value for
the opportunity.
Assign opportunity to quote: An opportunity can be assigned to an existing sales quote, or the
opportunity link to a quote can be changed.
Product substitution: If your administrator has configured your solution accordingly, you can view
substitutions for the product ID. For example, if the original product is not in stock, the product will be
replaced with the appropriate substitution with external pricing.
Customer part number: You can enter the customer part number directly in the product ID field, where
it is converted into the product ID, and the customer part number is displayed in the relevant column.
The customer part number column is delivered hidden to use it, personalize the relevant screen.
Create follow-up sales orders from sales quotes: If your administrator has configured your solution
accordingly, you can create a follow-up sales order right from a sales quote.
Products

Show list price in work list: Under

Products Products , you can show the list price right from the
base price list. This field is delivered hidden to use it, personalize the relevant screen.
What's Changed
Tabs added to accounts, contacts, and individual customers

The Sales Quote tab is available for accounts, contacts and individual customers. Additionally, in systems
with SAP ERP integration, the External Follow-Up Documents tab is also available for accounts and contacts.
Service Features
What's New
Tickets
Basic case management: Provided by linking existing tickets to a top level ticket. That relationship will
appear on linked tickets.
Enhanced field service UI for tablets: SAP Cloud for Customer for iPad and Windows tablets using the
responsive UI in a browser will see four new tabs on ticket detail view for work tickets: Service, Parts,
Expenses, and Time. This same information is available in the Items tab in the browser-based UI, but is
shown in separate tabs on tablets for enhanced usability in the field.
Computer Telephony Integration (CTI) for employee support: Your administrator can now enable phone
integration for the employee support scenario.
New tickets from employee record: Create a new ticket from the Tickets tab of the Employee detail view.
Enhanced Twitter reply options: Reply to tickets created from a Twitter account with either a public tweet
or a direct message.
SAP ERP pricing on work tickets: Pricing information from an integrated SAP ERP system can now be
included on work tickets.
Warranty information from installation point: Warranty information is filled in automatically if provided
for the installation point.
Service level parameters: Service level options are now available to specify on-site arrival time and
problem resolution time parameters.
Sales quote pricing to follow-up tickets: Pricing from a quote linked to a ticket will automatically carry
over to a follow-up ticket.
Time recording
Record time and create time reports: You can record productive and non-productive hours and create
and submit time reports for manager approval.
SAP ERP Integration

The following features are now available for systems with integration to SAP ERP enabled:
Warranty cost coverage type: select time type at item level (warranty, goodwill, and so on.)
Expenses for ticket resolution
SAP ERP/external pricing in work ticket
Confirmed quantity for advanced shipment
Actual quantity for advanced shipment and returns
Installed Base Management
Add involved parties: Add to installed bases and registered products. For example: Ship to, bill to, payer,
and so on.
10
Time approval workflow: Managers can review and approve or reject employee time reports.
Add competitor products to installed base.

Industry Features
What's New
SAP Cloud for Customer for Higher Education & Research

The new industry solution for Higher Education and Research allows you to track test scores and performance
of current and prospective students. You can capture prospective student information using test scores from
sources such as SAT, GMAT, and so on. Data migration templates have been provided to capture the student
data in SAP Cloud for Customer.
SAP Cloud for Customer for Automotive

A new solution for Automotive industry is now added to the portfolio for SAP Cloud for Customer for
Industries. The solution empowers automotive dealers and importers to consistently sell more vehicles,
services, parts and accessories at a better margin. The vehicle information can be used to support sales
processes from lead generation to closure of deals. It also helps dealers to leverage mobility for transactions
anytime, anywhere.
SAP Cloud for Customer for Utilities (Business to Consumer - B2B)

The new business to consumer (B2C) Utilities solution offers the following features:
Customer Search : You can search for the utilities individual customer accounts and navigate to the
detailed view for the utilities individual customer account. You can choose to execute an online search
(that connects to SAP ERP system and fetches the Utilities account along with complete technical master
data for the account). You can also perform an offline search in SAP Cloud for Customer.
Perform online customer service actions such as move-in, move-out and meter reading.
Maintain meter reading for multiple contracts of a contract account.
Display a 360 degree view of a contract account in the Contracts view screen.
SAP Cloud for Customer for Apparel and Footwear Solutions (AFS)
You can now take orders in SAP Cloud for Customer by product listings (by customer), and by grid based
order taking.
During the order taking process you can perform stock availability checks across all locations.
SAP Cloud for Customer for Retail
You can create a shopping cart and add products to it from: an existing customer, by creating a new
customer, and from the products list.
While adding products from a catalog, you have the ability to choose from its variants in size, color, or
quantity.
View the complete customer transaction history of in-store and online transactions while efficiently
tracking and responding to any open orders for a customer.
Transfer your shopping cart to the point of sale for payment and checkout.
Maintain customer preferences.
What's Changed
How-To Videos
We continually publish new and updated video tutorials. To watch them, see How-To Videos.

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Product Documentation

SAP Cloud for Customer May 2015