www.stravissolutions.com 2011 StraVis IT SoIutions Pvt Ltd.

SkLLNIDnI UNIVLkSI1
SA lS PL8 lmplemenLaLlon
(Academlcs)
L2 1ralnlng
2011 StraVis IT SoIutions Pvt Ltd.
Logglng on Lo SA SysLem
Logglng Lo SA sysLem
lrom Lhe deskLop cllck on Lhe SA Logon lcon
2011 StraVis IT SoIutions Pvt Ltd.
SNIS1 DLV lcon SNIS1 DLV lcon
uouble cllck on Lhe SNIS1 deve|opment DLV |con
2011 StraVis IT SoIutions Pvt Ltd.
LnLer your global ld ln Lhe User fleld
LnLer our password ln Lhe assword fleld
ress Ln1L8 on your keyboard
2011 StraVis IT SoIutions Pvt Ltd.
asswords
1here are a few Lhlngs you need Lo know abouL passwords as follows
lf you ever forgeL your password or have a password vlolaLlon (meanlng you
have enLered Lhe wrong password Lhree Llmes ln one logon aLLempL) Lhen you
need Lo conLacL Lhe 8asls consulLanL Lo reseL your password
?ou wlll be prompLed Lo enLer a new password on a regular basls 1hls ls
necessary Lo keep Lhe sysLem as secure as posslble
When selecLlng a password lL should be a random seL of 8 leLLers and
numbers
?ou should keep your password secure lL ls besL Lo memorlze lL buL lf you
musL wrlLe lL down place lL ln a secure locaLlon where no one else wlll have
access Lo lL
?ou should never share your password wlLh anyone ?ou should never allow
someone else Lo access Lhe SLCM sysLem wlLh your ulu and password
2011 StraVis IT SoIutions Pvt Ltd.
SA user Menu
1he defaulL screen ls called Lhe 54P osy 4ccess Screen
SwlLch from Lhe User menu (only LransacLlons speclflc Lo your role) or Lhe SA
menu (Lhe sLandard SA menu) by selecLlng Lhe approprlaLe buLLons hlghllghLed
below
When logglng ln elLher Lhe User menu or Lhe SA menu wlll dlsplay
2011 StraVis IT SoIutions Pvt Ltd.
,enu System and ,ore are buLLons wlLh b|ack corners lndlcaLlng a drop down
menu
1he Menu buLLon ls an expandable Lool LhaL navlgaLes wlLh arrow keys Lo
submenus
$stem and More are expandable tool buttons that will displa a list of
actions
Navigation Buttons
2011 StraVis IT SoIutions Pvt Ltd.
%itle Bar
Navigation
Area
$tatus Bar
1he 1lLle 8ar lndlcaLes Lhe name of screen
navlgaLlon Area conLalns folders and LransacLlons
1he SLaLus 8ar dlsplays sysLem messages
1oolbars navlgaLlon Area
2011 StraVis IT SoIutions Pvt Ltd.
Movlng from Lhe Lasy Access Screen Lo
1ransacLlons
WhaL ls a LransacLlon?
Lnables user Lo creaLe change and dlsplay daLa or run reporLs ln SA
Pow do l geL Lo a LransacLlon from Lhe Lasy Access Screen?
2011 StraVis IT SoIutions Pvt Ltd.
eLLlng Around
1 lasL aLh
2 user or SA menus
3 lavorlLes
3.
1.
1here are Lhree ways Lo access LransacLlons ln SA
2.
2011 StraVis IT SoIutions Pvt Ltd.
Accesslng a 1ransacLlon uslng Lhe lasL aLh lleld
Lach LransacLlon ln SA has a LransacLlon code whlch can be used lnsLead of Lhe
menu paLh Lo navlgaLe Lo Lhe LransacLlon
A LransacLlon code can conslsL of leLLers numbers or boLh
1ype Lhe LransacLlon code ln Lhe lasL aLh fleld and cllck Lnter Lo navlgaLe Lo LhaL
LransacLlon
on't click
this.t will
close the Fast
Path Field!
Fast Path
Field
2011 StraVis IT SoIutions Pvt Ltd.
lf you Close Lhe lasL aLh lleld by MlsLake
$elect to re-open
the Fast Path
field
Now ou can
enter our
transaction
code
2011 StraVis IT SoIutions Pvt Ltd.
navlgaLlng Lo a 1ransacLlon uslng Lhe user Menu
1he user menu conLalns a llsL of
LransacLlons based on your role
Some LransacLlons are grouped
wlLhln folders
navlgaLe Lo Lhese LransacLlons by
doublecllcklng Lhe name of Lhe
LransacLlon
ouble-click to
access the
transaction
2011 StraVis IT SoIutions Pvt Ltd.
ls Lhere an Lasler Way Lo navlgaLe?
Pow can l easlly geL Lo where l need Lo be?
Set up Iavor|tes!
2011 StraVis IT SoIutions Pvt Ltd.
lavorlLes
?ou can seL up ||nks Lo commonly used LransacLlons ln Lhe lavorlLes folder
2011 StraVis IT SoIutions Pvt Ltd.
CreaLlng a lavorlLe
SelecL Lhe LransacLlon from Lhe
SA menu
Cllck Menu lavorlLes Add
2011 StraVis IT SoIutions Pvt Ltd.
Changlng Lhe name of a lavorlLe
SelecL Lhe LransacLlon Lo rename and Lhen cllck Menu lavorlLes Change
LnLer Lhe name change and Lhen cllck Lhe green check lcon
name has been changed ln lavorlLes
2011 StraVis IT SoIutions Pvt Ltd.
ulsplaylng Lhe 1echnlcal names for 1ransacLlons
From the menu bar, select Extras >
$ettings
$elect ispla technical names
Click the green check icon
Click the green
check to continue
2011 StraVis IT SoIutions Pvt Ltd.
ulsplaylng Lhe 1echnlcal names for 1ransacLlons
(arL 1wo)
TechnicaI Names
Not DispIayed
TechnicaI Names
DispIayed
Cllck Lhe green check mark Lo close
Lhe screen
2011 StraVis IT SoIutions Pvt Ltd.
Sample 1ransacLlon Screen
use Lhe 1ab key on your keyboard or your mouse Lo move from fleld Lo
fleld (such as Irom and 1o below)
2011 StraVis IT SoIutions Pvt Ltd.
1ypes of llelds
MandaLory flelds have a check mark
llelds wlLh a maLch code lcon allow Lhe user Lo search for avallable enLrles
Matchcode icon
Mandator field
2011 StraVis IT SoIutions Pvt Ltd.
Movlng from Cne 1ransacLlon Lo AnoLher
?ou musL Lype $N before Lhe LransacLlon code Lo move from one LransacLlon Lo anoLher
ln same wlndow.
?ou musL Lype $ before Lhe LransacLlon code Lo move from one LransacLlon Lo anoLher
ln oLher wlndow
2011 StraVis IT SoIutions Pvt Ltd.
SysLem Messages
SysLem messages wlll dlsplay Lo Lhe boLLom lefL of Lhe screen
Lrrors musL be correcLed before proceedlng
Cllck LnLer Lo proceed pasL a warnlng message
,essage 1ype ,essage Descr|pt|on
Lrror Messages lndlcaLes a problem LhaL musL be correcLed before
conLlnulng
lnformaLlon Messages no acLlon ls requlred SA ls lnformlng you of a parLlcular
facL or condlLlon Powever you musL hlL enLer pasL Lhe
message
Warnlng Messages lndlcaLes Lhere may be a problem wlLh Lhe daLa you have
enLered ?ou may have Lo correcL Lhe problem before
conLlnulng
2011 StraVis IT SoIutions Pvt Ltd.
Lndlng a Sesslon
Lndlng a sesslon ls anoLher way of logglng off SA
Save your work before you close a sesslon
lrom Lhe menu bar choose SysLem
Lnd Sesslon
AddlLlonal logons you may have ln SA wlll remaln open
Lach sesslon musL be closed separaLely
2011 StraVis IT SoIutions Pvt Ltd.
Logglng Cff
SelecL SysLem Log off
?ou wlll be warned abouL savlng your
daLa even lf you have saved lL!
SelecL ?es" Lo log off
CLher sesslons wlll remaln open
2011 StraVis IT SoIutions Pvt Ltd.
lleld Pelp
oslLlon Lhe cursor ln a fleld and selecL I on Lhe keyboard
A popup box wlll appear LhaL glves an explanaLlon of Lhe fleld
Example of
Field Help
Click in
the field
2011 StraVis IT SoIutions Pvt Ltd.
Course Summary
?ou should now be able Lo
Logln Lo SA sysLem
navlgaLe Lhe SA Lasy Access screen
ldenLlfy LransacLlons ln SA
Access LransacLlons uslng
1ransacLlon codes
user menu
lavorlLes folders
navlgaLe LransacLlon screens
LnLer daLa ln flelds uslng
lree enLry (manual Lyplng)
MaLch codes (look up)
8ecognlze sysLem messages
Access Pelp for fleld deflnlLlons
2011 StraVis IT SoIutions Pvt Ltd.
1hank you!