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Transcript of SAP Navigation Guide
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SAP AG
SAP NavigationLAB SESSION-1
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Course Goals
Understand how SAP GUI works(SAP GUI is the secured access to SAP system)
Understand how to Navigate through SAP.
This course will enable you to:
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Course Objectives
Log On and Off SAP
Use SAP Basic Functions
Navigate SAP Transactions
Use Application Work Areas
Use Search Helps
At the conclusion of this course, you will be able to:
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Chapter 1 Goals
After completing this chapter, you will be able to:
Log on to the SAP system
Change your Password
Create multiple sessions of SAP
Log off the system
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SAP Logon from Start Menu
Logging On
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Two Tabs:
Shortcuts **Use this one!
System (gives you options tochange clients and change
password)
4 Shortcut Buttons
Log On
New-Item
Change-Item
Delete-Item
SAP System selection window
Logging On
Dontuse
these.
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A new window appears
Enter your user-ID
Enter your Password
The first time you use SAP youneed to reset your password.
The client number as well aslanguage are entered by youradministrator and defaulted
Press Enter on yourkeyboard
Logging On
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Passwords
Password Basic
You can use upper case letters or lower case letters in your password (SAPdoes not distinguish between upper and lower case letters).
You can use any combination of characters (a ....... z, 0.....9, or punctuationmarks)
Password restrictions
You cannotbegin a password with:
?, !, or a blank space
three identical characters (fffce).
any sequence of three characters that are contained in your user name (forexample, using bill," if your user name is 99biller)
Other bad ideas:
Do not use pass as your password
Do not use any of your last five passwords
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The initial password is givenby the administrator
The system automaticallydisplays a dialog box
Enter your new password inthe New password field
Enter exactly the same
password in the Repeatpassword field
Select confirm
Logging On
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The main menu screen is displayed (standard SAP)
Main Menu Screen
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Various Keys
Exit Keys
Create New Session icon
Back Cancel
Exit Transaction
Or Log Off
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SessionsRunning Multiple Sessions
When you sign onto SAP, you create a session. You are allowedto have more than one session active at the same time. You canopen a new session any time and from any SAP screen withoutlosing data in the existing sessions.
Example-While creating a req. you need to look up acct balances.
Multiple ways to create a new session Like most other functions in SAP, many ways exist to execute the
same command. For this procedure, you will be given every waypossible to create a new sessionin order to demonstrate thiscapability. In general, people will find the way that best suits them.
1st Way To open a session by menu path, click System CreateSession.
2nd Way To open a session using the icon toolbar, click the CreateNew Session icon.
3rdWay Right click on the SAP iconin the Taskbar, (not the Log Onicon) and select Create session
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Viewing current sessions
To view a listing of all sessions by command prompt,type /o in the command field and press Enter.
Switching between sessions
Windows allows you to use theAlt + Tab Methodto
move from session to session. Do the following toswitch between sessions:
Hold down the Alt key with one finger.
While holding Alt, press and release Tab.
Generate will create a new blank session.
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Logging Off
Log Off System
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Exercise
1. Log Off all Sessions
2. Log In
3. Open a Transaction4. Create a New Session
int: See page 3.
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Chapter 2 Goals
Locate and describe the basic functions of the SAP screenelements
Locate and explain the functions of the menu items on theSAP menu bar
Locate and describe the functions of the buttons on thestandard toolbar
Locate the buttons on the application toolbar
Locate and describe the various fields on the status bar
Describe the purpose of the function keys
After completing this chapter, you will be able to:
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Window Functions in SAP
Pull-Down Menu Bar [Standard Tool Bar [
Title Bar [Application Tool Bar [
Status Bar[
(Bottom Right) [
SAP Window Functions
Command Field
Messages (Errors, Document #s )
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Status Bar
Options
Push Buttons
Checkboxes
Tabs
Window Functions in SAP(ME51N)
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Enter
Confirms entered dataDoes not save work
Command field
Used to enter command,transaction code. To display
it, click the arrow
Save
Saves the work
Back
Returns to previous screenwithout saving data
Exit
Returns to initial screenwithout saving data
CancelExit current task
without saving data
Print
Print current screen
Scroll buttons
First page, previous page, nextpage and last page
Find and Find next
Search for data in current screen;extend research
Create sessionCreate a new session
Create shortcut
Create a shortcut to anyreport, transaction
F1 Help
Provides help on the field wherethe cursor is positioned
Layout menu
Customizes the
Display options
Printout the screen(Hard Copy)
Typical Icons
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Function Function Key
Help F1
Back F3
Possible entries F4
Select view(s) F5Organizational Levels F6
Data F7
Cancel F12
Exit SHIFT+F3
Other material SHIFT+F5
Function Keys
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Chapter 3 Goals
avigate in SAP Easy Access
Navigate in SAP using the menu paths
Navigate in SAP using transaction codes
After completing this chapter, you will be able to:
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SAP Easy Access is new front end-user interface implemented fromSAP Easy Access allows thedefinition of user-specific menus
It can contain transactions, reports,
web addresses the user needs toperform his daily tasks
It appears when the user logs on inSAP
The user can also define his
favorites list
Easy Access
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Select Extras>Settings in the menu bar. The window
comes up. Click one or many options. Click Enter.
Each user can specify whether:
Her/His favorites appear before or after the menu
Only the favorites appear
Technical transaction names appear in the tree menu
The graphic on the right side of the screen appears
Easy Access
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User Menu
User Menu display
SAP Menu User Specific Menu
This screen shot isTo be Announced.
You will have access todisplay all screens, however,
you will be limited by yoursecurity as to what you canchange.
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Each user can create her/hisfavorites
Favorites can contain
SAP transactions
Files or Web addresses
Favorites can be organized infolders
Select Insert folder in menu/name your folder and press the check mark.
Favorites can be moved orrenamed (changed)
Select Move or Change
Creating Favorites
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To insert an SAP transaction in
favorites select a transaction then Favorites
> Add on the menu barThis will show the menu path in your favorites.OR
select Favorites > Inserttransaction. Enter the transactiontechnical name, then press enterOR
select a transaction, keep themouse button pressed and dragthe item to the desired position.Release the button OR
Right Click Favorites
Creating Favorite SAP Transactions
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Favorites
(Click and Drag)This will give youthe name and T-code only in yourFavorites list.
Favorites
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To insert a web address or afile in favorites
Select Favorites> Add otherobject.
Select web address or file.
Fill in the Text field (with aname) and fill in the Webaddress or file (www.xxx.comOR click the field box to show
the Browse button . Findand double click on your file. )Press Enter.
Creating Favorite Files and Web Links
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Transaction Codes
What is a Transaction Code? A transaction code is a 4 or 5-character code that identifies a
transaction screen in SAP. For example, the transaction codeassociated with creating requisitions is ME51N. If you know thetransaction code for a screen, you can jump directly to that screen
without using the menu path.Why Use a Transaction Code Instead of the Menu Path?
Using transaction codes instead of menu paths in most cases is amatter of personal preference. You may find that transaction codesare quicker to use than menu paths.
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Transaction Codes
It is important to note that even if you choose tofrequently use transaction codes, you should still have aclear understanding of how to use menu paths. While youmay not always know the transaction code for a screen,you can always use the menu path to locate thetransactions in the system.
To go to a screen in the current session, type the transactioncode in the Command field then press Enter..
To open a new session, type /n before the transaction code.
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T-Codes from the History List
In the Transaction Code field, click the document icon.
The History list displays. This is a list of all transactioncodes recently used.
Highlight a displayed item or scroll down the list todisplay desired transaction and click.
Selected transaction code appears highlighted in thetransaction code field.
Press Enter.
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Open Transaction in a New Session
To open a new session containing a specific transaction,type /oXXXX (XXXX = Transaction code) into thecommand field and press Enter.
A new session displays with the entered transaction.
Remember, you can have 3 sessions of SAP open at atime.
**Delete everything in your Favorites folder byhighlighting each item and pressing the Delete keyon your keyboard.
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Chapter 4 Goals
After completing this chapter, you will be able to:
Identify the components in the application work area
Enter data into SAP fields
Insert data using list boxes Know how to customize their local display of SAP
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Application Work Area
Application Work Area
Here, data is entered and/or displayed. The work area of the screencontains many different types of fields and display objects. This sectiondescribes the common objects found in the application work area.
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Data entry fields allow you to enter new data or change existing
displayed data. Their white background identifies them. All dataentry fields have a name or a label, which refers to the data that canbe entered into the field. You enter data in a field by putting thecursor in the field and typing the data you want. Data entry fieldsmay contain default data (which you can change).
Required Data Field
A special type of data entry field is called a required field. Thisfield must have data entered in it in order for the screen to becompleted. Required fields are sometimes identified by checkedbox in the field.
Data Entry Fields
If you are not sure what typeof data to put in a field youcan click in the field andpress the Help button |to get information about thefield.
(MIGO Screen)
(Display MIGO)
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Simple Drop Down (MIGO Screen)
If a field has a list icon in the field it contains a simple dropdown list. This is a short, limited list from which you must chosea field value (that is, no typing).
Input Fields (MIGO Screen)
SAP Input Fields are similar to Windows programs:
The active field has the flashing cursor. Most of the time, the limit to the length of data allowed in the
field is indicated by the size of the box.
To move to the next field, press Tab. Pressing Enter will Executethe transaction.
Types of Data Entry Fields
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List Display
On the ME51Ntransaction, click in the Material Groupfield and clickthe Search icon.
A dialog displays with a listing of all possible selections for this field.Double click to select an item.
Date Fields
Date fields in SAP have a feature that works like a hidden list box. Youcan display a calendar for a date field and select any date without having
to enter it manually. To display the calendar: In the ME51Ntransaction, click in the Delivery Datefield then click the
Search icon.
A calendar displays. The system displays the current month; todays datehas a box around it. Double click to select a date.
Types of Data Entry Fields
(Short cut press F4 then F2 for current date.)
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Buttons and Check Boxes
Buttons and Check Boxes
(ME51N)Customizing Local Layout(on most screens).
Radio Buttons
Check Boxes
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Printing a Hard Copy
Print a screen shot.
Press the Customizing Local
Layout button and click onHard Copy.
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Chapter 5 Goals
After completing this chapter, all students will be able to:
Select a key from a list of valid entries
Perform a search help inquiry
Use a wildcard character in a search popup box
Change the search category
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Help Functions F1 vs. F4)
Help Functions
F1 F4
(Same as Browse Button)
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You can get help on fieldsand field input by clicking onthe field then:
pressing F1 on thekeyboard, or
clicking on
A dialog box with the
definition of the field appears
Field Help
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Searches In the dialog box to theleft, you can search bymaterial description,material number, orboth. Example d*.
ResultsThe results of the
search will appear inthe form to the right.These results may alsobe sorted.
Searches
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Search Help Box
Search Help dialog
From the ME51N screen to search Vendors, press the Green Checkmark toshow a list of vendors. Or type the first letter and an * in the Name columnand press the Green Checkmark to Start Search.
Use the tabs,arrows or quickfind box tochange thesearch category.
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Exercise
1. Find the Vendor # for BALLOON EXPRESS.
2. On the ME51n screen find the definition of
the A field. (3rdfrom left).
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Chapter 6 Goals
After completing this chapter, you will be able to:
Access field-specific Help
Access Application Help
Access SAP Help Library
Access terms in the SAP glossary
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Field Level Help
Field-specific help displays information for a field whenthe cursor is currently in that field. To demonstrate thisprocess, access any transaction.
In order to use field-level help you must have the
cursor in the field you want. To access help on thedesiredfield, do the following:
1.Click once in the desired field.2.Press F1.
The appropriate help window displays helpinformation for that field.3.To exit the help window, click or in the pop-
up window.
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Choose menu pathHelp Application help
. The system identifies where you are and displays the
appropriate help area.
The current displayed topic is part of a larger set of
online documentation for SAP. You can read theinformation in the current window, and move forwardor backward in the area by clicking the buttons at thetop of the window.
To return to the SAP screen, click .
Application Help
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SAP Library
Select the following menu path:Help SAP
Library. The SAP Websitescreen displays.
A list of functional topics displays.
Select a topic by clicking on it.
Another list of sub-topics displays for the topic youselected.
Click on the appropriate sub-topic to reach a table ofcontents for the functional sub-topic you want.
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SAP Glossary
Select the following menu path: Help Glossary.TheGlossary Listpopup box appears.
The list displays in alphabetical order.
Use the scroll bar on the left side of the window to view
the entire list or click on the appropriate letter. When you find the term you want, click on it.
To close SAP Library-Glossary click
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Exercise
1. Using the appropriate Help, find the Definitionof Business Workplace.
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Chapter 7 Goals
After completing this chapter, you will be able to:
Navigate in the Business Workplace
Send a message to another SAP user
View your messages
Delete your messages Use the Appointment Calendar
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Accessing the Business Workplace
Click on theBusiness
Workplacebutton.
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Navigating the Business Workplace
View contentsby clicking onthe triangles.
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Composing a New Message
Click on theNew Message
button tocompose amessage to aSAP user.
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Composing a Message
Same as Subject Line
Message area
SAP User ID,
choose SAP LogonName, check theExpress Mail, CC orBCC check box.
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Sending a Message
Send
Attach
Cut, Copy, Paste Undo, Redo, Find, Find Next
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Prompt to Check Messages
Checkbringsyouback toBW.
Choosedoesnt doanything.
Inbox brings you toyour Inbox anddisplays a list ofmessages.
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Checking Messages
Click on a category
to see its contents.
Click on a Title to viewthe message in thebottom section.
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Viewing an Individual Message
Double click on a Title to view the message in afull screen. Click the back button to back toBusiness Workplace.
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Deleting Messages
Delete a message by clicking on the Title anddragging it to your Trash Can, OR click on theTitle to highlight the message and press Deleteon your keyboard.
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Viewing Messages in the Trash
Click on your Trash can to view the contents.
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Emptying the Trash
Empty Trash by highlighting a messageand pressing the Delete button on thetoolbar. Press Yes on the Confirmation
message.
Delete Button
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Trash and Shared Trash
Documents, distributionlists, and folders thatwere deleted from theshared folders are storedin the shared trash.
Only the administratorcan access the shared
trash.
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Appointment Calendar
From the BW main screen press the Appointment Calendar button.
Press the CreateAppointment buttonto schedule anappointment.
Click onthe dateto viewa day.
Click ona weeknumberto viewthe
week.
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Create Appointment
Fill inTitle (name)
Date and Time(Military Time)
Room
Description
Press Check toCreate Appt