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SAP Basic Navigation Work Instruction Guide
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SAP Basic Navigation
SAP Basic Navigation
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Welcome to SAP
Course Objectives
By the end of this course, you should be able to:
Log on and off of SAP
Change your password
Navigate the User Menu
Identify common SAP screen elements
Locate help
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Getting Started
Getting Started - Section Objectives
Section Objectives
By the end of this section, you should be able to:
Log on to SAP
Change your password at log on
Log off of SAP
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Desktop Icon
Logon Pad
Access SAP Application Server
On the Logon pad, ensure the "Systems" tab is selected.
Select the PRP or Production server (available at system go-live) from the Description list and click the "Log
on" button.
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Logging On
First Time User
Initial Password Reset
The first time you log onto SAP, the Change Password dialog box displays. Enter your desired password
then click the "Continue" button (green checkmark).
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Logging Off
Multiple Log Off Methods
There are four ways to log off SAP, but the simplest is to click the Exit button (yellow circle with the white
up-arrow).
This triggers a pop-up box asking you to confirm your log off request. Click "Yes" to exit.
Easy Access Screen
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Easy Access Screen - Section Objectives
Section Objectives
By the end of this section, you should be able to:
Identify the components of the main menu
Understand the status bar display
Access a transaction from the SAP Easy Access
menu
Access a transaction from the command
line
Easy Access Screen
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SAP Main Menu
SAP Main Menu
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SAP Main Menu
SAP Main Button Toolbar
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SAP Main Button Toolbar
SAP Main Button Toolbar
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SAP Main Button Toolbar
SAP Main Button Toolbar
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SAP Main Button Toolbar
SAP Main Button Toolbar
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SAP Main Button Toolbar
SAP Application Toolbar
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SAP Application Toolbar
SAP Application Toolbar
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SAP Menu Tree
SAP Status Bar
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SAP Status Bar
SAP Status Bar
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Opening a Transaction
Open a Transaction from the Menu Tree
The menu tree is arranged in folders. The folders are
organized by groups of modules, module, the processes
within the module and, finally, transaction.
Groups of Modules > Module > Process > Transaction
Transactions are identified by their associated white
cube.
Once you locate the transaction to open, double-click the
transaction name in the menu tree and the transaction
displays in a blank, ready for data entry format.
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Open a Transaction from the Command Field
Important Screen Elements
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Important Screen Elements - Section Objectives
Section Objectives
At the end of this section, you should be able to:
Identify the screen title
Recognize a matchcode
Know which field is the active field
Identify multiple selections
Transaction Screen Overview
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Screen Title
Application Toolbar
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Status Bar
Screen Layout
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Screen Layout
Screen Entry Elements
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Screen Entry Areas
Entry Components
Transaction screens employ several input field types to
assist in completing the transaction or manipulate output
data.
Input Fields
A yellow highlighted box is the active field where your
cursor currently lies.
Required fields contain a box with checkmark icon and
must be completed to finish the transaction.
Screen Entry Areas
Entry Components
Search/Selection Fields
Combo boxes denote a drop-down list of standardized
selectable items.
Matchcode is a button to the right of a selected field
where defined lists or search options are available.
Multiple Selection (range) buttons offer the ability to
build both contiguous and non-adjoining data sets (e.g.,
to - from or this plus that).
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Screen Entry Areas
Entry Components
Data Return Options
Check Boxes delineate data output by defining what data
types are displayed. Check all the check boxes you need to
retrieve the desired data.
Radio buttons also delineate data output, but allow only a
single selection; this or that not both.
Getting Help
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Getting Help - Section Objectives
Section Objectives
At the end of this section, you should be able to:
Set up CoP Custom Help
Access CoP Custom Help
Access online training documentation through EBS
Training Website: SAP Learning Center
Open field help for field level information
SAP Learning Center Website
Website Location: www.portlandoregon.gov/SAPLC
The SAP Learning Center is located on PortlandOregon.gov and can be accessed from anywhere.
Help content includes user guides, job aids and work instructions.
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Getting Help Overview
City of Portland Custom Help
CoP Custom Help
Before using CoP custom help, select the CoP Custom Help Setup option from the Help drop-down on the
Main menu. This enables field level transaction assistance when selecting the CoP Custom Help.
These Help files are also freely accessible at the SAP Learning Center website:
www.portlandoregon.gov/saplc
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Field Level Help
Field Level Help
To locate field level help, select the respective field, then
click the F1 key on your keyboard or the yellow question
mark on the Main Button Toolbar to display the field help
dialog box.