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SAP NAVIGATIONAL TRAINING COURSE
Objectives of the Training
At the completion of this session, you should be able to:
Have a high-level introduction to SAP R/3
Logon and do basic navigation in SAP R/3
PART 1 Getting Started in SAP R/3
What is SAP? Logging on SAP windows User’s setting Multiples sessions Online Help Typical tasks or steps in a SAP transaction Others (Tabs, Dialog box, Radio Button, etc.) Changing password Logging off
Getting Started in SAP R/3
What is SAP R/3?
R/3 is SAP’s code for its tech architecture
Founded in 1972 in Mannheim, Germany
S Applications, and A Products in Data Processing P
Current headquarters in Waldorf, Germany
No.1 Logistics Financial-focused ERP package
provider in the world
What is an E.R.P.?
E Enterprise R Resource P Planning
It is the classification of IT software solutions with these characteristics:
Enterprise-wide integrated information system (for big
business [a group of companies], each company with multiple departments, in multiple sites, all linked into a single server using a common computer system) Real-time data encoding (although some encoding can be batched), real-time data processing and reporting Powertool to run businesses into profitability and global competitiveness
1. Double-click on your SAP-LOGON icon in your desktop. 2. In your SAP-LOGON pad, click on the NEW Button.
3. Enter the Server name, the application server, And ’00’ as your System Number. Click OK.
To use SAP you need to LOG ON Access to SAP requires a USER ID which is fixed and pre-assigned to you Access to SAP also requires a PASSWORD. The INITIAL PASSWORD is given by SAP Admin. You must change it the first time you log on. To start, select the desired server on your logon pad and click LOGON.
Logging on - ID and Password
A new window appears
Enter your USER ID
Enter your PASSWORD
The “Client” as well as “Language” are “defaulted” by your SAP Admin
Logging on - First time logging
The INITIAL PASSWORD is given by SAP Admin The system automatically displays a “dialog box”
Enter your new password in the “New password field”
Enter exactly the same new password in the “Repeat password field” OK by pressing “Confirm”
Logging on - Password
Combination of alpha-numeric characters are allowed letters A through Z numbers 0 through 9 punctuation mark (but not as a first character)
In SAP, passwords are case sensitive. User ID’s are not case sensitive
Logging on - Result
If you have successfully logon the SAP, you will proceed to the SAP EASY ACCESS Screen
The SAP window
The SAP Window
What are in the: Standard Toolbar?
Confirms entered data Does not save work
Scroll buttons Back
First page, previous page, next page and last page
Layout menu F1 Help
customizes the - display options - printout the screen > hardcopy
Returns to previous screen without saving data
Provides help on the field where the cursor is positioned
Used to enter command, transaction code. To display it, click the arrow
Print current screen
Create a shortcut to any report, transaction
Exit current task without saving data
Create a new session
Saves the work
Returns to initial screen without saving data
Find and Find next
Search for data in current screen; extend research
Access a Transaction
You can select the desired transaction by navigating through the tree menu which is found at the SAP Easy Access Screen. If the T-code is not shown in the tree menu, you can display it by going to Extras ->Settings. And then check on Display Technical Names
Access a Transaction
You can also access a transaction by typing the Tcode in the command field • /n – Go back to SAP Easy Access Screen • /n + TCODE - exit current transaction and start another transaction.
Checking the Transaction Code
1. On the status bar, click on the white box at the bottom right.
2. You can also go to SYSTEM -> STATUS.
What are in the: SAP status bar?
System messages are identified on the left of the status bar:
error messages with information messages with warning messages with You can get more information about a message by double clicking on it
Show System Message as Dialog Box
1. In your standard toolbar, click on the LAYOUT Button.
2. Select OPTIONS from the drop-down choices. 3. Check on your Preferences.
Multiple Sessions in SAP
Multiple Sessions - Use
• Multiples sessions will allow you to work on different tasks at the same time jumping from screen to screen. • Up to 6 sessions can be opened in SAP
• Each session is independent.
• Closing one session does not close the other ones (i.e., does not log you off) • However, one of your sessions may lock another one (i.e., maintaining the master data blocks you from creating transactions concerning that master record). Just close the session which causes the blocking.
How to Create a Session
1. You can create a session by clicking on the CREATE SESSION Button in your standard toolbar or by clicking the icon below.
2. By typing /O in your command field. And then click on Generate.
How to Create a Session 3. To create a session and start a transaction at once. Type /O + TCODE in the Command field. 4. Right-click on the SAP instance in your taskbar, and click on CREATE SESSION.
SAP user’s settings
1. “FAVORITES” will give you ready shortcuts to your SAP transactions! 2. Each user can create his/her favorites 3. Favorites can contain - SAP transactions - Files or Web addresses 4. Favorites can be organized in folders 5. Favorites can be moved or renamed
How to insert Favorites
1. Select on the desired TCode from the tree menu and drag and drop it to the location of your Favorites folder.
2. Right click on the desired TCode and select ADD to Favorites. 3. If you know the transaction code, go to FAVORITES -> Insert Transcation Code 4. To add a folder, go to FAVORITES -> Insert Folder
Getting Help on a field
You can get help on fields and field input by:
clicking on the field then pressing F1 on the keyboard or clicking on A dialog box with the definition of the field appears
Typical Tasks or Steps within SAP Transactions
Create a Shortcut on your Desktop
1. To create a shortcut for a specific transaction in SAP, go to the desired Transaction, and click on the CREATE SHORTCUT button in your standard Toolbar.
Set Start Transaction
1. In SAP, you can set the initial screen with your frequently used transaction code. To do this, you go to EXTRAS -> SET START TRANSACTION
2. And then, enter the Tcode of your desired transaction.
3. To set SAP Easy Access as your starting screen, type in SESSION_MANAGER.
Typical tasks or steps in SAP
1. Input field- Required input fields may be marked with a question mark (?) or a check mark.
2. Drop-down box – list of possible values for a certain field
3. Possible Values Button – list of possible values for a certain field. You can use F4 key as shortcut.
Limit Drop Down Values
1. You can limit your search by entering specific parameters in value range box. 2. You can also use the asterisk (*) as wildcard for partial matches, e.g *account*, *depreciation* 3. The maximum no. of hits is 500. But you can change it with the number of your preference.
In multi-faceted SAP transactions, “TABS” are present, and they allow you to flip back and forth in sub-tasks inside the transaction, much like having folders in a transaction “filing cabinet” easily accessible with mouse clicks.
1. You can find the multiple selection button in any field that accepts more than single value.
2. You can enter single values, ranges, and even restrict values or ranges.
Pre-defined choices within SAP transactions are also presented in other ways, such as:
1. Some quick ways when you are using SAP. a. CTRL-Y – Used to mark portion of the screen that you want to copy. b. Quick Cut and Paste - Activate Quick Cut and Paste in your Layout.
- Hold the left side of your mouse, drag it to the text that you Want to copy, and then position your cursor in the field where you Want to copy. And then, right click. A copy should be created.
“Pop-ups” or “Dialogue Boxes”
They are: • either built in within SAP transactions (for critical go, no-go SAP “dialogues”, i.e., the system “asks” you for a YES or NO) • or they are defined to pop up per user even for less critical dialogues, i.e., warning only, depending on the user’s degree of familiarity or ease with SAP
How to Export to Excel
Change SAP password
Change your password
You can only change your password from the log on screen. Enter your ID and password Click on “new password” in the application toolbar
Change your password
The system automatically displays a dialog box Enter you password in the New password field Enter exactly the same password in the Repeat password field Select confirm
1. By going to SYSTEM -> LOGOFF
2. If you will close the remaining one session in SAP, automatically, it will prompt you for logoff.
1. By typing /nend in the command field. The system will prompt you for logoff.
2. By typing /I in the command field. The system will prompt you for logoff. 3. By typing /nex in the command field. The system will close all sessions without prompting you for logoff.