An Overview of Version 2 of SAP's Customer Financial Fact Sheet Mobile App

  • by Mark Chalfen, Finance Capability Lead, Bluefin Solutions
  • June 27, 2012
Discover the four main steps within version 2 of SAP’s Customer Financial Fact Sheet, a mobile application for finance teams: review a customer list, analyze the customer, review invoices, and record an action.
Key Concept
Version 2 of SAP’s Customer Financial Fact Sheet enables you to view a customer’s account records that pertain to sales and finance. This joint view enables sales and finance teams to share visibility into customers’ invoice history and sales records. The app is targeted at providing key financial information to a mobile sales force.

Over the past year, SAP has started to release a number of business-focused mobile applications. Most people now either have a smart phone or use some form of smart device. One of the many statistics that SAP have released around mobile devices and platforms is that there are more mobile devices in the world at the moment than there are toothbrushes. This is a rather shocking statistic, but the core message behind this is that mobile devices are taking over, and smart phones and tablets allow users to save time and provide real-time information. (Please note that mobile devices will not replace toothbrushes in the short term!)


You can download version 2 of the Customer Financial Fact Sheet application from the iTunes store for free to use in demo mode.

To use an active version of the application, you need to purchase a license with a live SAP ERP instance. In addition, Gateway and SUP licenses may be required. This article does not focus on how to connect the application to SAP ERP, but rather is a review of the available functionality.


I have worked with the SAP product development team that designed, created, tested, and implemented the Customer Financial Fact Sheet, version 2 (for the iPad). The concept is simple. The application is a tool to provide a business user a high-level overview of a customer’s account. A common use scenario is when a sales representative is due to meet with a customer. Before going into the meeting, the salesperson runs the application to understand what impact the customer has on the supporting finance function.This could include reviewing the customer’s payment history, a review of unpaid invoices, and any notes that have been made within finance. The representative is also able to use the application in the meeting to discuss any outstanding invoices, and can email invoices, record promises to pay, and raise or update a customer dispute that was fed into the SAP Receivables Management module.


Mark Chalfen

Mark Chalfen is the finance capability lead at Bluefin Solutions, a niche SAP consultancy in the UK, and an SAP mentor. Mark has more than 12 years’ experience in SAP FI/CO in a number of industries. Mark’s core skills include Financial Supply Chain Management (SAP FSCM) and the new GL. He is currently advising a wide variety of clients on maximizing their SAP landscape either in the current R/3 version or upgrading to SAP ERP.

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