coresuite mobile

What's new in version 2.3.13?

All rights reserved. No parts of this work may be reproduced in any form or by any means -graphic, electronic, or mechanical, including photocopying, recording, taping, orinformation storage and retrieval systems - without the written permission of the publisher.

Products that are referred to in this document may be either trademarks and/or registeredtrademarks of the respective owners. The publisher and the author make no claim to thesetrademarks.

While every precaution has been taken in the preparation of this document, the publisherand the author assume no responsibility for errors or omissions, or for damages resultingfrom the use of information contained in this document or from the use of programs andsource code that may accompany it. In no event shall the publisher and the author be liablefor any loss of profit or any other commercial damage caused or alleged to have beencaused directly or indirectly by this document.

Printed: October 2013 Windisch, Switzerland

coresuite mobile

© 2013 Enter your company name

CONTENT

What's new in 2.3.13?1 4

SAP side2 5

8Examples 2.1

iOS side3 9

Permissions4 12

Known issues5 13

4What's new in 2.3.13?

What's new in 2.3.13?1

Territories

In the latest version of coresuite mobile, you can work with territories. You can defineterritories in SAP and assign them to business partners and sales employees. The salesemployees can then only see the business partners of the assigned territories.

5SAP side

SAP side2

1. Defining territoriesTo define the territories, go to: Adm inist rat ion > Setup > General > T err it or ies

You can define hierarchies, e.g. Europe

SwitzerlandZürich

To define territories, you must have admin rights.

6SAP side

2. Assigning territories to business partnersOnce you have defined these hierarchies, you can assign them to business partners of the type“Lead” or “Customer”. Just click on the Territory field and select the relevant level:

7SAP side

3. Assigning territories to sales employeesNow you can assign the territories to the sales employees. To do so, you must select therelevant levels on the Territories UDF (this is available with the latest connector). In thescreenshot below, for example, the IDs 1 and 5 have been selected. This means that this salesemployee is assigned the following territories:

Test 1Test 11

Test 112Test 112

Test 2Test 21

Test 221

8SAP side

2.1 Examples

Here are some more examples:

Let’s say you assign the following territories to the following business partners:

Type Business Partner Territory

Lead Smith London

Lead Petit Paris

Customer Parker Birmingham

Customer Meier Zürich

Lead Keane UK

Let’s say you assign the following territories to the following sales employees:

Sales employee Assigned territories The sales employee willreceive the following BPs:

Sales employee A London Smith

Sales employee B UK Smith, Parker, Keane

Sales employee C Europe Smith, Petit, Parker, Meier,Keane

9iOS side

iOS side3

When you create a new business partner on iOS, you can assign a territory:

10iOS side

You can select the relevant level. IN this example you can choose from the following levels:Level 2Level 21Level 211

11iOS side

In the employee detail screen, you can see which territories are assigned to them.

12Permissions

Permissions4

The permission group for “Territories” is called “GROUP”. To be able to work with territories, setthe following permissions:

Create NONE

Read* OWN: You will only see territories (and sub-territories) that are assignedto you in SAP. ALL: There is no restriction; you can see all territories.

Update NONE

Delete NONE

*The default value here is NONE.

If you use territories, this changes the meaning of “OWN” in the business partner permissions:

Permissionobject

Permission

BUSINESSPARTNER

OWN

GROUP OWN / ALL

Effect: Business partners for which you are the assigned sales person or whichyou have created: The territories will not have an effect, i.e. you willstill see these business partners, even if they are assigned to otherterritories. Business partners for which you are not the assigned sales person andwhich you have not created: If the business partner is in a territorythat is assigned to you, you will see them, otherwise you will not.

13Known issues

Known issues5

Once you have assigned one or several territories to a business partner, you can still changethem. However, deleting them does not work at the moment. When you delete a territory, itdisappears from your device/from the business client, but in SAP it is not removed. We havereported this error to SAP. As soon as this has been fixed, deleting territories will work again.

CONTACT

For further information and support, please visit our website:www.coresuite.com

Infoline:+41 (0) 56 500 22 22

Address:coresystems agVilla im Park5210 WindischSwitzerland