SAP Navigation

Training

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 Course Goals
This course will enable you to:

 Understand how SAP GUI works

(SAP GUI is the secured access to SAP system)
 Understand how to Navigate through SAP.

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 Objectives

 Explain how a country can gain from international trade

 Explain how markets enable us to reap the gains from international trade and identify its winners
and losers

 Explain the effects of international trade barriers

 Explain the arguments used to justify trade

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 Introduction to SAP

 What does SAP stand for?

Systems Application and Products in data
processing

 Who is SAP?
SAP is a German software company, the third
largest in the world

 What is SAP?
SAP is a real-time fully integrated business
system

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 Integrated Modules

Sales & Distribution SD FI Financial Accounting

Materials Management MM CO Controlling

Production Planning PP AA Asset Accounting

R/3
BASIS SYSTEM
Quality Management QM PS Project System

Plant Maintenance PM WF Workflow

Human Resources HR BI IS Industry Solutions

Business Information
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 Chapter 1 Goals
After completing this chapter, you will be able to:

 Log on to the SAP R/3 system

 Change your Password
 Create multiple sessions of SAP R/3
 Log off the system

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 Logging On
SAP Logon from Start Menu

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 Logging On
SAP System selection window
 Two Tabs:
 Shortcuts 1
 System (gives you options to
change clients and change
password)

 2 Shortcut Buttons
 Log On

 New-Item
 Change-Item
 Delete-Item Don’t
use
these for
systems.

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 Logging On
A new window appears
Enter your user-ID
Enter your Password
The first time you use SAP you need to
reset your password.

The client number as well as

language are entered by your
administrator and defaulted
Press Enter on your
keyboard

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 Logging On
A new window appears
Enter your user-ID
Enter your Password
The first time you use SAP you need to
reset your password.

The client number as well as

language are entered by your
administrator and defaulted
Press Enter on your
keyboard

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 Password Rules

 Your password must:

 Be between 6 and 12 characters long
 Be different from your User ID
 Be different from pass or sap*
 Be different from your last 5 passwords

Your password is case sensitive

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 Logging On
 Can anybody access the SAP system?
No - you need a Log On ID !

 If you have a Log On can you access all areas of

SAP?
No - You will be assigned a User role which
will only permit you to access the transactions
that are assigned to your role!

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 Main Menu Screen
The main menu screen is displayed (standard SAP)

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 Various Keys
Exit Keys

Back Cancel
Exit Transaction
Or Log Off
Create New Session icon

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 Sessions
Viewing current sessions
 To view a listing of all sessions by command prompt,
type “/o” in the command field and press Enter.

Generate will create a new blank session.

Switching between sessions

 Windows allows you to use the Alt + Tab Method to
move from session to session. Do the following to
switch between sessions:
 Hold down the Alt key with one finger.
 While holding Alt, press and release Tab.

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 Logging Off

Exit Button Windows Close

Application
Button

Select System > Log off

From the Menu Bar

4 Ways to Log Off

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 Chapter 2 Goals
After completing this chapter, you will be able to:
 Locate and describe the basic functions of the SAP
R/3 screen elements
 Locate and explain the functions of the menu
items on the SAP R/3 menu bar
 Locate and describe the functions of the buttons
on the standard 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

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 Window Functions in SAP
SAP Window Functions

Pull-Down Menu Bar [

Standard Tool Bar [
Title Bar [
Application Tool Bar [

Status Bar [
Messages (Errors, Document #’s …)

(Bottom Right) [

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 Window Functions in SAP
Options

Push Buttons

Checkboxes

Tabs

Status Bar

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 Typical Icons
Scroll buttons Layout menu
Enter
First page, previous page, next Customizes the
Confirms entered data page and last page
Does not save work •Display options
Back •Printout the screen
Returns to previous screen F1 Help (Hard Copy)
without saving data
Provides help on the field where
the cursor is positioned

Create shortcut
Command field Print
Create a shortcut to any
Used to enter command, Print current screen report, transaction
transaction code. To display
it, click the arrow
Cancel Create session
Exit current task Create a new session
Save without saving data

Saves the work Exit Find and Find next

Returns to initial screen
Search for data in current screen;
without saving data
extend research

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 Function Keys

Function Function Key

Help F1
Back F3
Possible entries F4
Select view(s) F5
Organizational Levels F6
Data F7
Cancel F12
Exit SHIFT+F3
Other material SHIFT+F5

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 Chapter 3 Goals
After completing this chapter, you will be able to:

 Navigate in SAP Easy Access

 Navigate in SAP R/3 using the menu paths
 Navigate in SAP R/3 using transaction codes

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 Easy Access
 SAP Easy Access is new front end-user
interface implemented from SAP 4.6A
 SAP Easy Access allows the definition
of user-specific menus
 It can contain transactions, reports, web
addresses the user needs to perform his
daily tasks
 It appears when the user logs on in SAP
 The user can also define his favorites
list

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 Easy Access
 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

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 Menu Paths
SAP R/3 uses a ‘menu path’ structure for navigating in and out of
application screens similar to Microsoft Windows Explorer

Microsoft Windows Explorer SAP Menu Path

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 Creating Favorites
 Each user can create her/his
favorites
 Favorites can contain
 SAP transactions
 Files or Web addresses
 Favorites can be organized in
folders
 Select Insert folder in menu/
name your folder and press the check
mark.

 Favorites can be moved or

renamed (changed)
 Select Move or Change

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 Creating Favorite SAP Transactions
 To insert an SAP transaction in
favorites
 select a transaction then Favorites
> Add on the menu bar
This will show the menu path in your favorites.
OR
 select Favorites > Insert
transaction. Enter the transaction
technical name, then press enter
OR
 select a transaction, keep the
mouse button pressed and drag
the item to the desired position.
Release the button OR
 Right Click Favorites
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 Favorites

(Click and Drag)

This will give you
the name and
T-code only in
your Favorites
list.

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 Transaction Codes
What is a Transaction Code?
 A transaction code is a 1 to 20-character code that identifies a
transaction screen in SAP R/3. For example, the transaction code
associated with creating requisitions is CIC0. If you know the
transaction 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 a
matter of personal preference. You may find that transaction codes
are quicker to use than menu paths.

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 Transaction Codes
It is important to note that even if you choose to frequently use
transaction codes, you should still have a clear understanding of
how to use menu paths. While you may not always know the
transaction code for a screen, you can always use the menu path to
locate the transactions in the system.
 To go to a screen in the current session, type the transaction
code in the Command field then press Enter..
 To open a new session, type “/n” before the transaction code.

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 Transaction Codes

 General rules for transaction codes:

 Create - Ending 1 – (VA01 – Create Sales Order)

 Change - Ending 2 – (VA02 – Change Sales Order)
 Display - Ending 3 – (VA03 – Display Sales Order)

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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 transaction codes recently
used.

 Highlight a displayed item or scroll down the list to display desired

transaction and click.
 Selected transaction code appears highlighted in the transaction
code field.
 Press Enter.

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 Open transactions in a new session
 To open a new session containing a specific transaction, type
“/oXXXX” (XXXX = Transaction code) into the command field and
press Enter.
 A new session displays with the entered transaction.

 Remember, you can have 6 sessions of SAP open at a time.

**Delete everything in your Favorites folder by

highlighting each item and pressing the Delete key
on your keyboard.

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 Data Entry in Fields

 Each field has a Name and a box for entries

 New entries and changes can only be made if the
background is white
 When the cursor is in a field, the background turns orange
 Fields:
 Free text / number
 Match codes
 Drop-down list
 Mandatory
 Date

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 Other Selections

 Checkboxes – any number may be selected

 Radio buttons – only one in a group can be selected

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 Data Entry

Cursor in this field

Multiple selection

Check box

Matchcode or or
Possible Entries
Entry
Available
Fields

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 Searching in SAP

 The key to searches within SAP are match codes available

for all master data and most table entries

 For example, Vendors, materials, GL accounts, cost

centres, organizational structures

 Searches can be modified using wildcards (*)

 The match code is a search option you can use for finding
information
 To display a list of possible entries (e.g. Store Locations, Plants)
 As a Search option (e.g. materials, vendors)

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 Match code – List of Possible Entries

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 Wildcard

 Using the wild card function (*) allows you

to enter a key word when searching for
data:
 cable* for a list of matches that BEGIN with the
word cable
 *cable for a list of matches that END with the
word cable
 *cable* for a list of matches that CONTAINS the
word cable

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 Running a Report

Execute

 Enter required data on the selection screen

 Click Execute to run the report
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Copyright © 2015 Tech Mahindra. All rights reserved.