integrating microsoft excel and sap financials - z … microsoft excel® and sap financials what’s...

Integrating Microsoft Excel®

And SAP Financials

What’s New in the Z Option Product Line

Financials 2015Booth #625

Spreadsheet Integration Made Easy

Tim CurtinSolutions Specialist

Z Option, Inc.

Introductions


Agenda – In This Session

GLSU

EzyScript

Z Option Information

Budget Loader

Questions/Wrap-Up


Located in Lewisville, Texas

Formed in 1998 by accountants and programmers

SAP® Software Solution Partner

Customers of all sizes and industries worldwide

About Z Option

Z Option has hundreds of customers

with thousands of users worldwide.

For a more complete list of our

customers, visit www.zoption.com


Software Tools Free trial

Powerful, flexible

user-friendly solutions

Reduce support and

development costs

Use standard SAP authorizationsStart posting documents in a few

hours with free remote installation



GLSU

EzyScript

Budget Loader


Questions/Wrap-Up


Budget Loader – Supported Transactions

• Cost Center– KP06: Cost / Activity Inputs

– KP26: Activity Output / Prices

– KP46: Statistical Key Figures

• Activity Based Costing– CP06: Cost / Activity / Process Inputs

– CP26: Process Quant. / Prices

– CP46: Statistical Key Figures

• Profitability Analysis (CO-PA)– KEPM

• Profit Center Acct. (PCA)– 7KE1: Costs / Revenues

– 7KE3: Balance Sheet

– 7KE5: Statistical Key Figures

• Internal Orders– KPF6: Cost / Activity Inputs

– KPD6: Statistical Key Figures

• Project Systems– CJR2: Cost Elem / Activity Input

– CJS2: Statistical Key Figures


Budget Loader Example – KP06 Cost Elements


Budget Loader 4.5 – Scheduled Release Summer 2015

GP12N

New

General

Ledger

Planning



GLSU

Budget Loader

EzyScript


Questions/Wrap-Up


• MM01 Create Master Material

• FS00 Create G/L Account Master

• KS01 Create Cost Center Master

• VA01 Create Sales Order (Single or Multi-Line)

• ME21 Create Purchase Order (Single or Multi-Line

• SU01 Create/Delete Users

• XD01 Create Customer Records

• Any Scriptable Transaction

EzyScript 1.0


EzyScript Examples – Cost Centers

Create/Change Master Data Easily


EzyScript Examples - Materials

Messages returned directly

to the spreadsheet


EzyScript Examples – Query Capability



EzyScript

Budget Loader

GLSU


Questions/Wrap-Up


Ability to create a GLSU template from an “already posted” SAP document

GLSU functions available in Excel Ribbon

Blocking indicators in pick lists: Cost Center, Profit Center, and Internal Orders

Pick List values for Reversal Reason on Accrual entries

Premium User controlled default User settings

Upgrades covered as part of Annual Maintenance

GLSU 5.0 – Released Summer 2013


GLSU 5.0 Demo

Empower Users

Increase Productivity

Maintain Security

Reduce Costs


GLSU 6.0 – Scheduled Release Summer 2015

Ability to download templates stored in SAP without leaving Excel

Figure 1: The GLSU Initialize pop-up


GLSU 6.0 – Scheduled Release Summer 2015

Ability to automate “Description Fields”

creation

™


GLSU 6.0 – Scheduled ReleaseSummer 2015 Ability to Pin pick list favorites

Figure 24: Examples of pinned items sorting to the top of the list for ease of use.


GLSU 6.0 – Scheduled ReleaseSummer 2015 Return cross-company document numbers back to template


GLSU 6.0 – Scheduled ReleaseSummer 2015 Interface Mapping / Default Entry Offset for single row entries


GLSU 6.0 – Scheduled ReleaseSummer 2015

Post/Park Ribbon Enhancement

Values change depending on type of

process configured in Options menu



• ZZ Custom Fields

• Other standard SAP

fields not supported by

GLSU

Custom Pick Lists



Automation of “Send Validation Now” function

Support for 64 bit MS Office

Ability to Park to Ledger Groups

About 25 additional

enhancements and bug-fixes



EzyScript

Budget Loader

Questions/Wrap-Up


GLSU


Customer Success Stories“With GLSU, we

save time and

money.” – FI

Project Manager

“[GLSU] is the best of

both worlds. We get the

functionality of SAP

software and the user-

friendliness of the Excel

front-end.” – Manager of

Finance

“With GLSU, we don’t

have to maintain the

software, and it gives

us better flexibility

with more options.” –

IT Project Manager

“As accountants, we

know Microsoft Excel

very well – so the more

we can do in

spreadsheets, the more

productive we can be.”

– Accounting Manager

GLSU has increased our

data integrity on all levels,

from finance to marketing.

Users have commented on

the quality, volume, and

accuracy of data.” –

General Accountant


Questions and Next Steps

Visit Z Option - Premier Sponsor

Booth #625

Schedule a No-Obligation

WebEx Demo

Set Up Your Free 30-Day Trial

Contact Z Option:

www.zoption.com

877-653-7215 (US & Canada)

972-315-8800 (Outside US)


Wrap Up

Thank you for attending

today’s session.

Please drop by Booth #625

if you have questions or

would like additional information.

If you are interested in sharing your Z Option story,

we are always looking for speakers at local and

National events.


Disclaimer

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. Wellesley Information Services is neither owned nor controlled by SAP SE.

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