Overview Tab

The Overview(opens in new tab) tab displays essential information such as missing PO numbers, Open Invoices, Latest Balance Statements, Your Finance Contacts, and AI Units.

Procedure

From the sidebar, select Finance & Legal → Overview tab.

The cards and their functionalities are listed and described below.

Required Authorization

Contact an administrator in your company to request the following authorizations:

  • Manage Invoices and Payment – Enables you to view and pay invoices in the SAP for Me Finance & Legal dashboard.
  • Display Order Information in SAP for Me  –  Allows you to see and maintain you finance contact and enables access to information about your company's cloud product orders.

Enter the My Settings section on the SAP for Me portal to check your own authorizations.

Missing PO Numbers Card

The Missing PO Numbers card offers a quick and comprehensive overview of your Orders missing Purchase order numbers, for both Cloud and On-Premise Orders, billing in less than 90 days.

When a Purchase Order is missing, you may either provide a new Purchase Order Number, by specifying the Purchase Order Validity, or you may choose the No Purchase Order Required option. Missing POs are highlighted with an alert icon for quick identification.

  • On Premise Maintenance – shows the number of contracts missing POs for on-premise products. 
  • Cloud Contracts – shows the number of cloud-based contracts missing POs.

The number of missing POs is displayed as a warning. If there are none, the card will display 0.

By clicking on any of the missing PO rows, you see a dialog where you can select one or multiple orders and choose:

  • Provide a new PO number.
  • No PO Required.

After the confirming your input, the Missing PO Numbers card shows the updated number of Missing POs.

 

Downloading PO Letters

Go to the Download section to download PO letters.

Open Invoices Card

The Open Invoices card offers a graphical visualisation of all open and paid invoices issued after February 8, 2021.

By clicking on an invoice status, you navigate to the Billing section, where the first card Invoices, offers more detailed information on invoices such as due date and invoice amount. You can also download the invoice PDF and XML documents, as well as selecting open invoices for card payment.

If you have open invoices, you will be able to see a distribution of their status:

  • Overdue – a total of X Overdue Invoices
  • Future – a total of Y Future Invoice
  • PMT in progress – a total of Z PMT in progress Invoices

Click on a Status (either in the chart, or in the legend) to navigate to the Billing → Invoices card.

This card offers a filtered view based on the status you selected.

The Invoices card offers detailed information on invoices, allowing you to download and pay any open invoices.

Latest Balance Statements Card

This card shows the two latest Balance Statements with the funds and used quota. It only shows statements that have the Opening Balance > 200.

To see the complete list of statements, go to Finance & Legal → Enterprise Agreements → Balance Statements card. 

If you do not have any balance statements available, the card shows - “No Balance Statements available”.

If you wish to see more detailed information about your balance statements, have an overview of all available statements by year and month and download the statement Excel or PDF, click on the card title to get to the Enterprise Agreements section.

Finance & Legal Reporting Card

Select this tile card to jump to the Finance & Legal Reporting dashboard. It provides insights into purchased solutions.

Your Finance Contacts Card

From this card you are able to see and manage your Purchase Order Responsible contacts (on premise and cloud) and your Key Executive contact.

Purchase Order Responsible Contacts

The contacts assigned as Purchase Order Responsible receive the Purchase Order Projection letters with the details of the fees to be billed on their next period and the SAP for Me reminders. The contact is also responsible for providing via the Missing PoO Numbers card, the Purchase Order for the contracts that will be billed soon or advise that no Purchase Order is required. 

  • On-premise PO Responsible
    Your On-premise Purchase Order Responsible can be identified as PO Resp. MT.
  • Cloud PO Responsible
    The Cloud Purchase Order Responsible can be identified as PO Resp. Cloud.
  • Maintenance and Cloud Responsible Contact
    The MT Resp. contact is the main commercial contact when communication at executive level is required, such as legal and compliance notifications. This contact is also the one receiving the Consumer Price Index ( CPI) CPI notifications, that will advise the increase percentage on your maintenance fee to be paid for next period. 

Accounts Payable / Dunning Contact

This contact receives the dunning notifications. You are only able to edit this contact if SAP has gone live with NGBC in that specific country. 

Here you also need to assign the countries/SAP entities that this is applicable to, i.e., Paul is the accounts payable / dunning contact for UK only, or for UK, France, and Germany. 

You can use a departmental contact email address or an individual contact email address i.e., accountspayable@companyabc.com.

E-Bill Contact

This contact is the person that receives the E/bill notifications and invoices which may or may not be the same contact as the Accounts Payable/Dunning contact. You are only able to edit this contact if SAP has gone live with NGBC in that specific country.   

Here you also need to assign the countries/SAP entities that this is applicable to, i.e., Paul is the e bill contact for UK only, or for UK, France, and Germany. 

Managing Responsibilities Card

This card offers a visualization of your finance contacts, at the account level. You are able to to maintain the following responsibilities of your contacts:

  • Search
    Search contacts and Sort by First Name, Last Name, Job Position, Status or Email to find specific users. 
  • Filter
    Filter by PO Resp. MT, PO Resp. Cloud, and MT Resp(CPI), Accounts Payable, E Billing (all LOB), E billing Software & Maintenance, and E billing Cloud. 
  • Edit
    Use Edit to remove or add a role to a visible contact from the card, or amend the name or email. As long as the contact is not an S-User and, in case of role removal, at least one other contact still has that role. 
  • Delete
    Use Delete if you need to delete the contact from your account.   
  • Create Contact
    Use Create contact if you need to create a new contact to be assigned one of these roles. Use it when you need to add a new contact from your company who doesn’t yet have any finance role in the system. There is a duplicate check performed against the email, in order to prevent creating a duplicate role. If there is a duplicate, then you will need to use the existing contact.
  • Delete
    Use Delete if you need to delete the roles of a contact. 
  • Transfer
    Use Transfer if you would like to move a role from one contact to another one if the old contact is just moving department or no longer performing that role.

AI Units

You are able to see number of AI Units available and monthly consumption, both for the current month. There are two tiles:

  • AI Units Available
    Shows the number of units available at the start of the current month, as of the 3rd working day. 
  • Monthly Consumption
    Displays the total AI units consumed during the current month. AI units that are calculated as estimations based on when the data is retrieved. The monthly real final calculations starts showing once monthly balance statements are finalized. 

If you do not have AI Units yet, you can bring your productivity to the next level with AI driven solutions and features, by clicking Get AI Units. This takes you to the AI Estimator(opens in new tab) to request a quote.