LEVEL1 SAP USER TRAINING

SAP NAVIGATIONAL TRAINING COURSE

Objectives of the Training

At the completion of this session, you should be able

to:

Have a high-level introduction to SAP R/3

Logon and do basic navigation in SAP R/3

 Topics

PART 1 Getting Started in SAP R/3

What is SAP?

Logging on

SAP windows

User’s setting

Multiples sessions

Online Help

Typical tasks or steps in a SAP transaction

Others (Tabs, Dialog box, Radio Button, etc.)

Changing password

Logging off
 PART 1

Getting Started in SAP R/3

What is SAP R/3?
 S
R

 Systems,

A  Applications, and

P  Products in Data Processing

 R/3 is SAP’s code for its tech architecture
 Founded in 1972 in Mannheim, Germany
 Current headquarters in Waldorf, Germany
 No.1 Logistics Financial-focused ERP package
provider in the world
What is an E.R.P.?
E Enterprise
R Resource
P Planning
It is the classification of IT software solutions with these
characteristics:
 Enterprise-wide integrated information system (for big
business [a group of companies], each company with
multiple departments, in multiple sites, all linked into a
single server using a common computer system)
 Real-time data encoding (although some encoding can
be batched), real-time data processing and reporting
 Powertool to run businesses into profitability and global
competitiveness
Logging on
1. Double-click on your SAP-LOGON icon in your desktop.

2. In your SAP-LOGON pad, click on the NEW Button.

3. Enter the Server name, the application server,

And ’00’ as your System Number. Click OK.
http://help.sap.com/saphelp_NW70EHP1core/helpdata/en/47/30bea86b5b2012e10000000a1553f7/conten
t.htm
 Logging on

To use SAP you need to LOG ON

Access to SAP requires a USER ID which is fixed and pre-assigned to you

Access to SAP also requires a PASSWORD. The INITIAL PASSWORD is given by

SAP Admin. You must change it the first time you log on.

To start, select the desired server on your logon pad and click LOGON.
Logging on - ID and Password

A new window appears

Enter your USER ID

Enter your PASSWORD

The “Client” as well as “Language”

are “defaulted” by your SAP Admin

Press Enter
Logging on - First time logging

The INITIAL PASSWORD is given by SAP

Admin

The system automatically displays a

“dialog box”

Enter your new password in the “New

password field”

Enter exactly the same new password in

the “Repeat password field”

OK by pressing “Confirm”
Logging on - Password

Combination of alpha-numeric characters are allowed

 letters A through Z
 numbers 0 through 9
 punctuation mark (but not as a first character)

In SAP, passwords are case sensitive. User ID’s are not case sensitive
Logging on - Result

If you have successfully logon the SAP, you will proceed to the SAP EASY ACCESS
Screen
The SAP window
The SAP Window
What are in the: Standard Toolbar?

Scroll buttons
Enter
First page, previous page,
Confirms entered data next page and last page
Layout menu
Does not save work Back customizes the
F1 Help - display options
Returns to previous screen - printout the screen
without saving data Provides help on the field where > hardcopy
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
 Access a Transaction

You can select the desired transaction by

navigating through the tree menu which is
found at the SAP Easy Access Screen.

If the T-code is not shown in the tree

menu, you can display it by going to
Extras ->Settings. And then check on
Display Technical Names
 Access a Transaction

You can also access a

transaction by typing the
Tcode in the command
field

• /n – Go back to SAP
Easy Access Screen

• /n + TCODE - exit
current transaction and
start another transaction.
Checking the Transaction Code

1. On the status bar, click on the white box at the bottom right.

2. You can also go to SYSTEM -> STATUS.

What are in the: SAP status bar?

System messages are identified on

the left of the status bar:

error messages with

information messages with
warning messages with

You can get more information about

a message by double clicking on it
 Show System Message as Dialog Box

1. In your standard toolbar, click on the LAYOUT Button.

2. Select OPTIONS from the drop-down choices.

3. Check on your Preferences.

Multiple Sessions
in SAP
 Multiple Sessions - Use

• Multiples sessions will allow you to work on different

tasks at the same time jumping from screen to screen.

• Up to 6 sessions can be opened in SAP

• Each session is independent.

• Closing one session does not close the other ones (i.e.,
does not log you off)

• However, one of your sessions may lock another one

(i.e., maintaining the master data blocks you from creating
transactions concerning that master record). Just close
the session which causes the blocking.
 How to Create a Session

1. You can create a session by clicking on the CREATE SESSION Button

in your standard toolbar or by clicking the icon below.

2. By typing /O in your command field. And then click on Generate.

 How to Create a Session

3. To create a session and start a transaction at once. Type /O + TCODE in the

Command field.

4. Right-click on the SAP instance in your taskbar, and click on

CREATE SESSION.
SAP user’s settings
 CREATE FAVORITES

1. “FAVORITES” will give you ready shortcuts to your SAP

transactions!
2. Each user can create his/her favorites
3. Favorites can contain
- SAP transactions
- Files or Web addresses
4. Favorites can be organized in folders
5. Favorites can be moved or renamed
 How to insert Favorites

1. Select on the desired TCode from the tree menu and drag and drop it to the
ocation of your Favorites folder.

2. Right click on the desired TCode and select ADD to Favorites.

3. If you know the transaction code, go to FAVORITES -> Insert Transcation

Code
4. To add a folder, go to FAVORITES -> Insert Folder
Online Help
Getting Help on a field

You can get help on

fields and field input
by:
clicking on the field then
pressing F1 on the
keyboard or

clicking on
A dialog box with the
definition of the field
appears
Typical Tasks or Steps

within SAP Transactions

 Create a Shortcut on your Desktop

1. To create a shortcut for a specific transaction in SAP, go to the desired

Transaction, and click on the CREATE SHORTCUT button in your standard
Toolbar.
 Set Start Transaction

1. In SAP, you can set the initial screen with your frequently used
transaction code. To do this, you go to
EXTRAS -> SET START TRANSACTION

2. And then, enter the Tcode of your desired transaction.

3. To set SAP Easy Access as your starting screen, type in SESSION_MANAGER.

 Typical tasks or steps in SAP

1. Input field- Required input fields may be marked with a question mark (?) or
a check mark.

2. Drop-down box – list of possible values for a certain field

3. Possible Values Button – list of possible values for a certain field. You can
use F4 key as shortcut.
 Limit Drop Down Values

1. You can limit your search by entering specific parameters in value

range box.
2. You can also use the asterisk (*) as wildcard for partial matches, e.g
*account*, *depreciation*
3. The maximum no. of hits is 500. But you can change it with the
number of your preference.
 Others: 1/3

In multi-faceted SAP transactions, “TABS” are

present, and they allow you to flip back and forth in
sub-tasks inside the transaction, much like having
folders in a transaction “filing cabinet” easily accessible
with mouse clicks.
 MULTIPLE SELECTION

1. You can find the multiple selection button in any field that accepts more
than single value.

2. You can enter single values, ranges, and even restrict values or ranges.
 Others: 2/3

Pre-defined choices within SAP transactions are

also presented in other ways, such as:

Radio Buttons

Checkboxes
 Your Clipboard

1. Some quick ways when you are using SAP.

a. CTRL-Y – Used to mark portion of the screen that you want to copy.
b. Quick Cut and Paste - Activate Quick Cut and Paste in your
Layout.

- Hold the left side of your mouse, drag it to the text that you
Want to copy, and then position your cursor in the field where you
Want to copy. And then, right click. A copy should be created.
 Others: 3/3

“Pop-ups” or “Dialogue Boxes”

They are:
• either built in within SAP transactions (for critical go,
no-go SAP “dialogues”, i.e., the system “asks” you for a
YES or NO)
• or they are defined to pop up per user even for less
critical dialogues, i.e., warning only, depending on the
user’s degree of familiarity or ease with SAP
How to Export to Excel

.
Change SAP password
Change your password 1/2

You can only change your

password from the log on
screen.
Enter your ID and password
Click on “new password” in
the application toolbar
Change your password 2/2

The system automatically

displays a dialog box
Enter you password in the
New password field
Enter exactly the same
password in the Repeat
password field
Select confirm
Logging off
 LOGGING OFF

1. By going to SYSTEM -> LOGOFF

2. If you will close the remaining one session in SAP, automatically, it will
prompt you for logoff.
 LOGGING OFF

1. By typing /nend in the command field. The

system will prompt you for logoff.

2. By typing /I in the command field. The system

will prompt you for logoff.

3. By typing /nex in the command field. The system

will close all sessions without prompting you for
logoff.
Thank You!