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LD-00093 SAP Fundamentals

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April 16, 2007

SAP Fundamentals

Agenda
 Getting Started  Getting Help  SAP Navigation  Running Transactions  Running Reports

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April 16, 2007

SAP Fundamentals

Getting Started
 Logging on  Logging off  Changing your password  The SAP User Environment

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April 16, 2007

SAP Fundamentals

Getting Started
Logging gg g On  Starting the SAP Logon Pad  Icon located on your desktop  Or Menu path: Start  All Programs  SAP Front End  SAP Logon Pad  Available Systems  PRD = Production (live) QAS = Test / Training DEV = Development  Select system and double-click

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April 16, 2007

SAP Fundamentals

Getting Started
Logging gg g On - Part 2  The Client – always 050 in PRD or QAS  The User Name – not case sensitive  The Password – is Case Sensitive  The Language – default is English

Tip: First time user refer to BPD General: First Time Logon

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April 16, 2007

SAP Fundamentals

Getting Started
Changing g g Your Password  Scheduled Password Changes – you will be prompted  Ad-Hoc Password Changes – click the New Password icon  Password Rules – see attached BPD for First Time User

Forgot Your Password? Open a ticket with the Help Desk

First time Logon

Logon/Logoff

Microsoft Word Document

Microsoft Word Document

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April 16, 2007

SAP Fundamentals

Getting Started
Logging gg g Off  Select from menu Closes all sessions  Use the /NEND transaction code Closes all sessions

 Close the Window Closes only the current session  Use the Yellow arrow icon Closes only the current session

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April 16, 2007

SAP Fundamentals

Getting Started
Setting g Session Options p  Several aspects of the user session can be customized

The Session options icon

Under “Options Options…”

The primary areas you will want to change: • History – remembers the last values you typed in a field •Directory – default location for storing exported files

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April 16, 2007

SAP Fundamentals

Getting Started
Setting g Defaults  Transaction Code SU0 (zero)  Change default printer  Change some print options  Change dollar and date formats  Set time zone

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April 16, 2007

SAP Fundamentals

Getting Started
Multiple p Sessions  A user can be logged in to SAP on only one PC  Up to six sessions can be opened for that one log on  Each session creates a new “window” and an entry on the task bar  Sessions can be closed individually or all together  Sessions can be started several ways System Toolbar Icon  Type T /Oxxxxx /O in i the th command d field fi ld (where ( h xxxxx is i a transaction t ti code Menu Option: System  Create Session

Tips: Always open at least two sessions so if one gets “locked” there is another session available. Always leave an available for session for SAP to automatically start new session

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April 16, 2007

SAP Fundamentals

Getting Help
 The SAP Help Desk  The SAP Incident System  The SAP Library  On-Demand  NetMeeting  Drop-Down Values for Field Help

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April 16, 2007

SAP Fundamentals

Getting Help
The SAP Help p Desk  SAP Support numbers are on the Login Screen  SAP Help Desk is 616.913.6170

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April 16, 2007

SAP Fundamentals

Getting Help
The Dematic Ticket System y ( (c.Support) pp )  Monitored by SAP Help Desk

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April 16, 2007

SAP Fundamentals

Getting Help
The Dematic Ticket System y ( (c.Support) pp )  Select IS HelpDesk

Here you will find support contact details and the option to submit a ticket using common ticket types. Look for SAP Support. There is also an option for SAP Locked User!

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April 16, 2007

SAP Fundamentals

Getting Help
The SAP Help p System y  Web Based-Must Have Internet Access  Available As Context Sensitive Help from all Screens (F1+  Full Help Available from Help-> SAP Library  Access from internet without SAP Logon http://help.sap.com
click on SAP ERP ERP, click English under ERP Central Component Component, click SAP Library

)

 Some parts are VERY helpful  Getting Started is particularly good

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April 16, 2007

SAP Fundamentals

Getting Help
On-Demand  Web Based  Walk through of specific transactions  Siemens Specific – Developed by GRR Support Staff  Access from the Intranet

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April 16, 2007

SAP Fundamentals

Getting Help
NetMeeting g  Allows support to watch exactly what you are doing  Installed on EVERY PC  Needs a little configuration  More immediate support  All SAP Support Personnel Use NetMeeting

NetMeeting Setup p

Microsoft Word Document

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April 16, 2007

SAP Fundamentals

Getting Help
Drop p Down Help p for Fields  Many fields have lookup capability  Different types of lookup

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April 16, 2007

SAP Fundamentals

Navigation

 “Windows” Windows menu  System Toolbar  Application Toolbar  Dialog Box Toolbars  Status Bar

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April 16, 2007

SAP Fundamentals

Navigation
Windows Menu

 Standard Location as in Windows 2K/XP  Different for every transaction, and for main menu S000  Most function also available via toolbar(s)  Pay special attention to:  Go To  Environment Click to see options available

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April 16, 2007

SAP Fundamentals

Navigation
The System y Toolbar  Common across all transactions  Common does not mean consistent!  The primary issue is the “Big 3”  Not every icon is available all of the time  Function Dependent  Command Area for entering transaction code (tCode)  Icons explained on the next slide

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April 16, 2007

SAP Fundamentals

Navigation
The System Toolbar y Enter – Same as pressing the Enter key Save – To save data in dialogs, or variants in reports (F11) Back – Back one screen, with error checking (F3) Exit – Exit program, or log off SAP (Shift-F3) Cancel – Cancel and clear errors (F12) Print – Print the report shown on the screen (Ctrl-P) Search – Search within a list or text file, for a string (Ctrl-F) Find Next – Find the next match for the last search (Ctrl-G) First Page – Go to the top of the displayed list Previous Page – Go to the previous page in the displayed list Next Page – Go to the next page in the displayed list Last Page – Go to the last page in the displayed list Help – Field level help (F1) Session Options – Change the display options for this session
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SAP Fundamentals

Navigation
The Application pp Toolbar  Transaction Specific  Options to perform functions on individual lines of the list  Options to change the layout of the list

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April 16, 2007

SAP Fundamentals

Navigation
The Dialog g Box Toolbar  Transaction Specific, Dialog Specific  Options that pertain ONLY to the dialog  Save  Continue  Cancel, Cancel etc

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April 16, 2007

SAP Fundamentals

Navigation
The Status Bar  Error messages are displayed here  Click on an Error to display long text  Log on Information is displayed  Must “unhide” the information

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April 16, 2007

SAP Fundamentals

Running Transactions
 Types of Transactions  The SAP Menu  Favorites  The Command Area  Authorizations

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April 16, 2007

SAP Fundamentals

Running Transactions
Types yp of Transactions  Dialog Transactions  Edit / Input new data (i.e. create new project)  Modify existing data (i.e. update project forecast)  Report Transactions  Standard “Old Old Style Style” Reports  ALV Grid Style Reports  Forms

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April 16, 2007

SAP Fundamentals

Running Transactions
The SAP Menu  Several Levels Deep  Find transaction using transaction code or portion of name

Tip: Turn technical names on via menu Extras  Settings
Add a report to favorites

Microsoft Word Document

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April 16, 2007

SAP Fundamentals

Running Transactions
Favorites  Create your own Folders  Add your favorite transactions to folders  The Favorites commands are also available on the Application Toolbar

Tip: When you find a transaction in the SAP menu (see previous slide), right-click on the object to insert to favorites.

Add a report to favorites

Microsoft Word Document

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April 16, 2007

SAP Fundamentals

Running Transactions
The Command Area  Fast Path to All Dialogs and Reports  From main menu can simply type transaction code  /n + transaction code opens new transaction in same session  /o + transaction code opens p new transaction in new session  History is Automatically Maintained (see setting options)

Tip: transaction codes are not case sensitive

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April 16, 2007

SAP Fundamentals

Running Transactions
Authorizations  In order to run any SAP transaction, you must have proper authorizations  SAP h has THOUSANDS of f authorizations! th i ti !  SAP will send an error message for any missing authorization  Transaction SU53 will allow you to see which authorization failed  Print screen this, and email it to support or the SAP Help Desk  New authorizations must be supervisor p approved pp

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April 16, 2007

SAP Fundamentals

Selection Screens
Parameters  Single value entered  A checkbox in the field means a value is required

Tip: A checkbox in the field means a value is required

NOT FINISHED

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April 16, 2007

SAP Fundamentals

Selection Screens
Ranges g  Range of Values  Multiple Values / Multiple Ranges  Complex Selection  Import from text file  Import from clipboard

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April 16, 2007

SAP Fundamentals

Selection Screens
Variants  Previously entered parameters can be saved  Can be recalled on future executions  What is saved is user-controlled

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April 16, 2007

SAP Fundamentals

Running Reports
Run Options

 Execute in the Foreground  Execute in the Foreground-> direct to printer  Execute in the Background  One-Time Immediate  One One-time time Scheduled  Periodic Jobs

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April 16, 2007

SAP Fundamentals

Working With Output
 ALV Grid Style Reports  Layouts  Creating  Saving  Managing/Defaults  Output to Excel  Standard SAP Style Reports Screen Pages versus Printer Pages  SP01-Viewing Waiting Output  Printing from SP01  Viewing from SP01

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April 16, 2007

SAP Fundamentals

Working With Output
ALV Grid Layouts

 Special toolbar options for managing  Menu options for further managing  Setting defaults done from the menu  Layouts allow:  Field selection  Sorting  Filtering  Look and feel

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April 16, 2007

SAP Fundamentals

Selection Screens
Saving and Managing Layouts

 a.k.a. Display variants  Used to specify initial layout on selection screen  All available layouts for the report can be seen in the dropdown  New layouts created by you are available after you save them

More information on layouts and ALV grid reports later!
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Business Process Document
General: Logon/Logout

Procedure
Rev:001 Date:04/19/02 Before you can use the SAP System, you must log on. When you are finished using the SAP System, you log off. The first time you log on, and at regular intervals thereafter, you should change your password. Regardless of the tasks you will be performing in the SAP System, you will always be starting up and shutting down the SAP System. You start the SAP System by selecting the logon icon on your desktop or from the start menu. You log on to the SAP System. If this is your first time logging on, you will have to change the initial password provided by your system administrator. If this is not your first time logging on, you may have to change your password in accordance with the security policies of the company. When you are finished working with the SAP System, you log off.

Step 1. 2. 3.

Action Click in the User field. Enter the desired information into the User field. Enter "username". Click in the Password field.
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Business Process Document
General: Logon/Logout
Step 4. 5. 6. 7. Action Enter the desired information into the Password field. Enter "newpass". Click the Enter button. After verifying your username and password the system logs you on to SAP. When you are finished working with the SAP System, you log off. You can log off from the SAP system in different ways.

Step 8.

Action You can logout from any SAP Screen. Click the System menu. Click the Log off menu. or Press [F].

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Business Process Document
General: Logon/Logout

Step 10.

Action A logoff box appears on the screen Click the Yes button. You can also logoff from SAP System using the exit icon on the SAP Easy Access screen.

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Business Process Document
General: Logon/Logout

Step 12.

Action Click the Exit button.

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General: Logon/Logout

Step 13.

Action A logoff box appears on the screen Click the Yes button. Another way of exiting the SAP system is by clicking the cancel on the top right corner of the screen.

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Business Process Document
General: Logon/Logout

Step 15.

Action Click the Cancel object.

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General: Logon/Logout

Step 16. 17.

Action Click the Yes button. The SAP system logs off. End of Procedure.

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Business Process Document
General: First Time Logon

Procedure
Rev:001 Date:04/19/02 Before you log on the first time, your system administrator will give you an initial password. During the logon process, you should create a new password, one that you alone will know. After that, you use your own password whenever you log on. You start the SAP System by selecting the logon icon on your desktop or from the start menu. The SAP Logon is the program that you use to log on to SAP Systems. The SAP Logon displays a list of available SAP Systems. To start the SAP System, choose the icon for the SAP System. For example, start the SAP System by double-clicking the SAP icon in your SAP application window. The logon screen appears in a new window. You are now ready to log on.

Step 1. 2. 3.

Action Click in the User field. Enter the user name given to you by the system administrator. Enter the desired information into the User field. Enter "username". Click in the Password field.
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Business Process Document
General: First Time Logon
Step 4. 5. 6. Action Enter the password given to you by the system administrator. Enter the desired information into the Password field. Enter "password". Click the Enter button. The SAP system prompts you to change the password. When creating a password: You must use at least 3 but no more than 8 characters,You can use any combination of alphanumeric characters, including: The letters a through z,the numbers 0 through 9, punctuation marks Do not begin a password with: A question mark (?), an exclamation point (!), a blank space, three identical characters (for example, bbbat) Any sequence of three characters contained in your user ID (for example, man, if your user ID is Friedman). Do not use: pass or init as your password Any of the last five passwords you used In the SAP System, passwords are case-sensitive. For example, the password blue is not the same as Blue or BLUE.

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Business Process Document
General: First Time Logon
Step 7. 8. 9. 10. 11. Action Enter the desired information into the New password field. Enter "newpass". Click in the Repeat password field. Enter the desired information into the Repeat password field. Enter "newpass". Click the Transfer button. End of Procedure.

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