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SAP Fundamentals
Agenda
Getting Started Getting Help SAP Navigation Running Transactions Running Reports
SAP Fundamentals
Getting Started
Logging on Logging off Changing your password The SAP User Environment
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
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
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
Logon/Logoff
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
SAP Fundamentals
Getting Started
Setting g Session Options p Several aspects of the user session can be customized
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
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
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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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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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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SAP Fundamentals
Getting Help
The Dematic Ticket System y ( (c.Support) pp ) Monitored by SAP Help Desk
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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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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
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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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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
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SAP Fundamentals
Getting Help
Drop p Down Help p for Fields Many fields have lookup capability Different types of lookup
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SAP Fundamentals
Navigation
Windows Windows menu System Toolbar Application Toolbar Dialog Box Toolbars Status Bar
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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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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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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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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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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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SAP Fundamentals
Running Transactions
Types of Transactions The SAP Menu Favorites The Command Area Authorizations
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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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SAP Fundamentals
Running Transactions
The SAP Menu Several Levels Deep Find transaction using transaction code or portion of name
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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.
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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)
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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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SAP Fundamentals
Selection Screens
Parameters Single value entered A checkbox in the field means a value is required
NOT FINISHED
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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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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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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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SAP Fundamentals
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SAP Fundamentals
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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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
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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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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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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Step 12.
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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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Step 15.
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Action Click the Yes button. The SAP system logs off. End of Procedure.
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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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