Creating a New Cockpit Template
For the purpose of reinforcing standard procedures in your company or for other reasons, you may want to establish a new cockpit and share it with other employees in your company. SAP Business One lets you create cockpit templates at runtime.
After you create a cockpit template, you can choose to do one of the following:
Publish the cockpit template to the company. For more information, see Publishing a Cockpit Template.
Not publish the cockpit template and keep it for your own use.
Prerequisites
To create a new cockpit template, you have obtained the correct user authorization.
Procedure
To create a new cockpit template tailored to your business needs, do one of the following:
From the SAP Business One menu bar, choose
Tools
Cockpit
Cockpit Management
.From the SAP Business One toolbar, choose
(Cockpit Management
) .
The
Cockpit Management – Setup
window appears.In the
Cockpit Management – Setup
window, specify the following fields for the new cockpit:Name
Description
Provider
To confirm the information you enter, choose the
OK
button.The new cockpit appears in the SAP Business One navigation panel, below
My Cockpit
, at the bottom of the cockpit list.To modify the information of a user-created cockpit, specify the fields you need to update, and choose the
OK
button. You can update the following fields:Name
Description
Provider
NoteYou cannot modify the information for SAP predefined cockpits.
End of the note.To define the cockpit you have just created, see Customizing a Cockpit.
NoteYou need to publish a new cockpit as a template if you want the users in your company to see and use it. For more information, see Publishing a Cockpit Template.
End of the note.