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Basic Overview and Navigation
Basic Overview and Navigation
SAP Navigation
Screen Elements
Selecting Functions
Transaction Code
Favorites
User Master
Parameters
1. To begin the login process, find the login icon on your desktop:
3. Once you have opened the GUI, select the client ERPtips IDES and
click .
Field Value
Client 800
User Id Jhayes
Password initpass
7. The following screen MAY appear if it is the first time you have logged into
your system or your password has been reset by your system administrator:
Note that each company can specify the format of the user ID and
password. What this means is that there may be specific format conventions
that must be followed when setting your password. An example would be the
requirement to have one capital letter and a number.
The Screen shot above indicates that the password is case sensitive.
8. Enter a new password, repeat the entry, and press Enter to continue.
Once you have arrived at the following screen, you have successfully logged
into SAP.
Now, let's discuss some of the screen elements that can be found on most
SAP screens.
Screen Elements
Some items you see on the SAP screen will be familiar to you, but most will not.
Dont worry, you will spend plenty of time getting used to the icons, menu paths,
transaction codes and other features found in the SAP GUI.
SAP Easy Access is the standard entry screen displayed after logon. Using the
menu path Extras Set start transaction you can select a transaction of your
choice to be the default entry screen after logon.
You navigate through the system using a compact tree structure that you can
adapt to your own specific requirements. Use the menu path Extras Settings to
change your view of the tree structure. You can use this to display technical
names (transaction codes).
You can also create a Favorites list of the transactions, reports, files, and web
sites you use most.
You can add items to your favorites list using the Favorites menu option or by
simply dragging & dropping them with the mouse, or you can manually add them
by right-clicking on the favorites folder and selecting an option to add a
transaction or a URL.
In addition to the standard menu, there is a user menu that contains only
those transactions for which the user has authorization.
Your system administrators can also set up area menus, which allow them to
add transactions for a business process (like month end closing for Finance, or
running Payroll for HR). Area menus can be assigned to users or manually
selected.
Command field: You can use the command field to go to applications directly
by entering the transaction code. You can find the transaction code either in the
SAP Easy Access menu tree (see next screen shot) or in the relevant
application under System Status.
Menu bar: The menus shown here depend on which application you are
working in. These menus contain cascading menu options.
Standard toolbar: The icons in the system function bar are available on all SAP
screens. Any icons that you cannot use on a particular screen are dimmed. If
you leave the cursor on an icon for a moment, a small flag will appear with the
name (or function) of that icon. You will also see the corresponding function key.
The application toolbar shows you which functions are available in the current
application.
Title bar: The title bar displays your current position and activity in the system.
Radio buttons: Radio buttons allow you to select one option only.
Status bar: The status bar displays information on the current system status;
for example, warning and error messages.
Options: You can set your font size, list colors, and so on here.
Selecting Functions
Favorites
2. Use the keyboard (ALT + the underlined letter of the relevant menu option).
You can access the assigned transaction code from any screen in
the SAP System.
You can find the transaction code for the function you are working
in under the Status option of the System menu.
You can also use the keyboard to get to the command field. Use the CTRL
+ TAB key combination to make the cursor move from one (input) field
group to the next. Use TAB to move between fields within a group.
Transaction Code
1. To Identify the Transaction Code, follow the menu path Extras Settings.
Favorites
The Favorites feature is a way to manage and organize the transactions that
you use on a regular basis.
The functionality allows you to create one or more folders.
2. Using the mouse, Right-Click on the Favorites folder and select Insert Folder.
The following dialog box will appear:
4. Click .
5. Enter SU01d.
6. Click .
7. The favorite has now been added and it will appear as follows:
Exercise: Favorites
3. Click
4. Using the mouse, Right-Click on the User Data folder and select Insert
Transaction.
5. Enter SU01d.
User Master
Validity Period
Role Assignment
Address Information
To navigate to the user master, follow the menu path: System User Profile Own
Data
Or transaction code: SU3
Parameters
The Parameter or PID is a value that can be found on certain fields in SAP.
These 3-digit codes can be added to the User ID with a value which can be
automatically defaulted into the selection criteria for transactions.
Examples include:
BUK Company code
WRK Plant
3. Click
4. Access the main SAP menu, then follow the menu path below:
Now, if you execute any transaction that uses the Company Code field, it
will default to Company Code 3000.
Exercise: Parameters
4. Click
5. Write down the PID
6. Access your user ID
7. Click on the Parameters tab
8. Enter the PID and a value of 3000.
9. Click Save
10. Execute transaction XK03 again. Did your Purchasing Organization
default to 3000?
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Copyright 2010
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