Homepage 

You will see the home Dashboard in your SAP Business Network account has a sleek, new look.

Check out this video to see how you can navigate the dashboard, and try it out for yourself!

• You will notice that many of the tabs and functionality have remained the same. You can still switch to other SAP Business Network applications such as Proposals and Questionnaires and Contract Management.
• While the Create button in the upper right corner has a new look, you can still choose the same options based on your customers transaction rules.
• The new Setup Actions section will take you directly to different settings configurations such as Order routing preferences, Payment preferences, Add new users and roles, and more!

How to Find a Purchase Order

The new SAP Business Network layout allows you to search for purchase orders in a similar way, with some added filters and adjustments.

Watch this video for a demonstration!

• You can search for purchase orders by clicking one of the Orders tabs in your overview, by going to the Workbench, or by searching in the search bar right on your home dashboard.
• Be sure to check out the new search filters!
• The Creation Date format has updated. You can set a date range from the drop down, or select from suggested time frames such as last week, last month, etc.
• Make sure you click Go when you have your new filters set and are ready to search!

Purchase Order Layout

Watch this video for a demonstration of the reimagined Purchase Order layout! 

• On the top right side of the Purchase Order, you will see a Create button with a drop-down arrow. This is where you will see the options for creating Order Confirmation, Ship Notice, and Invoice.
• New tabs across the top of the Purchase Order jump to different sections on PO:
  • Details: view information such as General PO details, Related Documents, Shipping, Billing, and Contacts
  • Line items: view line items of the PO
  • Tax: view tax information on PO
  • Additional Amounts: view allowances and additional charges on PO
  • Summary: view the summary of charges on the PO, such as subtotal, tax, allowances, shipping, etc.
  • Comments: any comments added to PO by your customer
  • Attachments: view attachments on the PO added by your customer
  • Order History: View dated status updates regarding your PO

Order Confirmation

Creating an Order Confirmation remains very similar.

Take a look at this video for a refresher!

• As mentioned in the Purchase Order layout video, you will click the new Create button and select Order Confirmation to begin.
• You will still see the options to Confirm entire order, Reject entire order, or Confirm with information update in line.
• Just like with the Purchase order, there are tabs at the top of the New Order Confirmation screen that allow you to jump to different sections.
• IMPORTANT: When you click Create, you will not have the option to review the Order Confirmation again before submitting. Be sure to review your document and when you are ready to submit, click Create.

Ship Notice

Creating ship notices just got a lot faster. Check out this video for a quick tutorial!

• The new items at the top of the Ship Notice show items required by your customer, and items that you can choose to include or not to include, such as Tracking Details.
• By clicking Preview, you will have the chance to review the Ship Notice again before officially submitting. 

Invoice 

Invoices have an updated look to match the new Purchase Order layout! Take a look at some of the changes below.

• You will notice the new tabs across the top allowing you to easily navigate to different sections of your invoice.
• Just as before, some Invoice fields may be greyed out if your customer does not allow you to edit these fields. You can check these permissions in the Transaction Rules section of your account.
• The new Tax Rules section allows you to choose if you will add tax at the header level or the line item level.
• In the Tax section, be sure to click Add Tax Item to begin adding your tax details.
• If any items require attention before you submit the invoice, you will see the alert in the lower left corner. Click on the orange triangle to view what should be addresses before submitting.
• By clicking Next you will then have the option to review before submitting the invoice. If you need to make changes before submitting, click Edit in the top right to be taken to the previous screen. If you are ready to submit, click Submit in the lower right corner.

New Settings Page

When you navigate to Settings within your account, you will see a new page rather than a new menu. 

• Click [User Initials] > Settings to see the full page of account settings. You will find this easier to navigate than the previous menu.
• The tabs at the top of the page will allow you to scroll to different sections on the Settings page. 
• Check out the Settings selections on your own time! Many of the options have remained the same, a few of the updated options are highlighted below.

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Add Roles / Add Users

To add a new sub-user to your account, you will click on Manage Users under the Account Administration section on the Settings page. The page has a new look, but the steps remain the same.

• If you are adding a sub-user for the first time, be sure to add a role for the user first by clicking Manage Roles. You must first create a role with permissions for the user to be assigned.
• After you create the new role, click the back arrow on your browser to be directed back to the Settings page. From there, you will choose Manage Users to create the new user.
• If you need to completely remove a user from the account, you can Deactivate the user. This will not allow them to be restored at a later time.
• If you would like to temporarily disable a user, you can Revoke their access and restore it at any time.

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Notifications Updates

When on the Settings page, you can navigate to Notifications to update preferences and add email addresses.

• You can click the drop down arrow next to Network Notifications to jump to different sections of the Notifications page.
• All of your notifications are now in one place, so you won't need to navigate to different areas to make changes.
• Be sure to click the Edit button in the upper right corner before making any changes! Then click Save.