User guide

Note

This user guide refers to PreBilt transactions beginning 'PB2_' and details the standard process without additional features or enhancements. You should copy these transactions with a different prefix to maintain a backup and protect the originals.

This section covers transactions PB2_PM_OL_SYNC.

The Synchronise app displays a lists via the icons at the top of the screen.

• Tap 'Check-out' to view the transactional and master data to be checked out for use in offline mode. Select the relevant items and tap the 'Check-out' button on the bottom right corner of the screen.

  • Where ticked item refers to 'Master Data' element, additional tab icon will be displayed in the top bar. A user can select the relevant tab for selected master data download and define data parameters for what data a user wants to synchronise for offline use.

• Tap 'Check-in' to view documents to be checked in when back in online mode. Within the Check-in tab, you can:

  • Select pending items to be checked in the 'To Send' tab. When selected, tap 'Check-in' to start the checking in process.

  • From the kebab menu at the bottom of the screen, you can delete items before syncing or view further details.

  • Progress can be viewed in the 'Sent' tab. Where an error has occurred during the synchronisation back to SAP, relevant status message will appear and a user can click on the item to check for more detailed information to help troubleshoot any issues.

In the 'Settings' tab, you can toggle between offline and online mode.