MELJUN CORTES Basics Navigation

The Basics

- Navigation -

Unit 2

January 2008© SAP AG - University Alliances and The

Rushmore Group, LLC 2008. All rights reserved.

2

Overview

• Logging on• SAP R/3 screens• Basics of data entry• Working with multiple sessions• Reporting• On-line help and system messages• Setting user defaults• Logging off



3

SAP R/3 System Standard Features

• Logging on • SAP R/3 screens• Basics of data entry• Working with multiple sessions• Reporting• On-line help and system messages• Setting user defaults• Logging off



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Logging On - SAP R/3 Initial Screens



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Logging On - The Client

• This is a numeric field• This number defines a

whole business entity



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Logging On - User

• Enter the name of the SAP user

• Users of SAP system are client-specific – User identification on one

client will only allow access to that client on that server



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Logging On - Password Rules

• Letters• Numbers• Easy to remember• 3-8 Characters long• No 3 Characters can

be the same• Do not start with a ?

or an !• Do not use previous 5

passwords



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Logging On - Language

• SAP supports multi-national character sets and languages on the same system, at the same time• Default languages are

English and German



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Logging On - Data Record

Valid ValidClient User Password From To400 STEVE ******** 1/1/2000 12/21/2000400 BOB ******** 1/1/2000 12/21/2000400 JERRY ******** 1/1/2000 12/21/2000410 STEVE ******** 1/1/2005 12/31/2008410 BOB ******** 1/1/2005 12/31/2008410 JERRY ******** 1/1/2005 12/31/2008

Table



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SAP R/3 System - Standard Features

• Logging On• SAP R/3 Screens• Basics of Data Entry• Working with Multiple Sessions• Reporting• On-line Help and System Messages• Setting User Defaults• Logging Off



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SAP R/3 Screens - The Topics

• Easy Access desktop• System menus• System navigation• Transaction name• Transaction icons• Transaction work area• Status messages



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SAP R/3 Screens - Easy Access Desktop

System Menus

TransactionName

TransactionIcons

TransactionWork Area

Status Messages

System Navigation



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SAP R/3 Screens - Easy Access Desktop

Favorites

Folder andSub-Folder

Transactions



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SAP R/3 Screens - System Menus



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SAP R/3 Screens - System Navigation E

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SAP R/3 Screens - Transaction Name



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SAP R/3 Screens - Transaction Name



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SAP R/3 Screens - Transaction Icons

• Screen or view dependant– (e.g. materials master will differ from sales order

entry, will differ from the main menu)



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SAP R/3 Screens – Transaction Work Area



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SAP R/3 Screens – Status Messages

System Message

System Information



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SAP R/3 Transaction Screen

Tabs Header

Line Item

Line ItemDetail



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SAP R/3 Master Data Screen

Tabs



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• Using menus • Using transaction codes • System > status• Using /n• Multiple sessions• Using /o

Basics of Data Entry



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• Types of entry fields• Moving between fields• Radio buttons and check boxes• Possible entry fields• Match-codes• Saving data• Canceling data



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Cancel

Check Box

Pull Down

Entry (Input) FieldTab

Save



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• There are three types of entry fields:– Required– Default entry– Optional entry field



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Working with Multiple Sessions

Opens another session



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Working with Multiple Sessions

• An SAP session is a window in which the user may perform a particular task

• Users may have up to six sessions open at one time



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Reporting

• Three basic steps to running a report– Access the report– Enter selection criteria– Execute the report



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ReportingAccess Selection

Execution



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On-line Help



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On-line Help

• Help on screen fields - F1– Extended help– Reference information

– Technical information

• Displaying possible entries - F4• Using the Help menu

– Extended help– R/3 library– Getting started



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F1 - Key

F4 - Key

On-line Help



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System Messages

• E = Error– An invalid entry has been made– The cursor moves to the field where the error

has occurred• W = Warning

– A possible error has been made– The user can continue without changing

• I = Information– Feedback from the system



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Setting User Defaults



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Logging Off

• System > logoff• Exit button • Control box

For security purposes it is important to log off SAP whenever you leave your PC. Your user name is linked with all transactions you perform providing an audit trail.



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Sales Order Process

Sales OrderEntry

Check Availability

ProcurementProcess

Pick Materials

Purchase Requisition

Purchase Order

GoodsReceipt

InvoiceReceipt

Paymentto Vendor

Post Goods IssueInvoice

Customer

Receipt ofPayment

BPI – I - Exercise Roadmap

Run MRP

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