SAP Navigation Overview

Logging On to SAP

Logging On
To log on to SAP , you need:
Client Number, a systemprovided default value that usually remains unchanged, User ID, up to 12 characters in length, Password, changed by the user at the first log on. Language Code, set to EN (English) as the default.

Logging On

Select Start > Programs > SAP Frontend > SAPlogon. Alternatively, double-click on the desktop icon named SAPlogon.
4

Logging On

Select PRD by double-clicking with the left mouse button. OR Use the mouse to highlight PRD and select the Logon button.

You will usually use the Production client PRD

5

Logging On
1. The production system is always Client 800.
2. Enter your User ID.

3. Enter your initial password.

4. The Language code will be a default setting in your User ID. Select Enter on your keyboard or the green check icon on the AASIS screen to continue.

1. Client number

2. User ID 3. Password

4. Language code

Logging On
Create a new password (first time only)
Enter your new password in the New and Repeat password fields. Click the green check mark. When both fields contain the same legal password, AASIS opens.

Valid Passwords
Contain 8 characters, Do not begin with 3 identical characters, Do not include any 3 sequential characters found in the User ID,

Do not begin with ?, !, or a blank space,

Are different from your 5 most recent passwords, Are not obvious (i.e., pass or AASIS), and Must be changed every 90 days.
7

Logging On
The first time you log on, copyright and information windows may appear.

Select the Never display again button and the green check to make these windows disappear forever.

Defining SAP Window Components

1
3

1
2 4
5 6
1. Control Boxes manage the open window.

2. Menu Bar holds the current menus for the active transaction. 3. Command Field accepts entry of transactions codes. 4. Standard Toolbar contains icons for performing frequent tasks, such as Save and Enter.

5. Title Bar identifies the current transaction by name. 6. Application Toolbar contains icons and push buttons for performing tasks specific to the active transaction. 7. Tree Structure contains the menu path for transactions. 8. Work Area accepts data entry. 9. Status Bar displays system messages and information about server and application status.

9
9

Defining Standard Toolbar Elements

SAVE: Saves your work. BACK: Returns you to the previous screen without saving. Required fields must be completed first. EXIT: Exits the current function without saving. Returns you to the initial or main menu screen. CANCEL: Exits the current task without saving. PRINT: Prints current transactions data. SCROLL: Scrolls to 1st , previous, next, & last pages. CREATE SESSION: Opens a new SAP session. CREATE SHORTCUT: Creates a shortcut to SAP reports & transactions.

H E L P CUSTOM VIEW

FIND AND FIND NEXT: Searches for data required in the current screen. COMMAND FIELD: Accepts commands (transaction codes). ENTER: Confirms the data you have selected or entered but does not save your work.

10

Logging On

Now answer three quick questions correctly, and youre finished with this section. How many characters must your password contain? Why is 88hijmd8 an illegal password for Jane Marie Doe? Which icon should you use to open SAPlogon or SAPlogon-pad?

11

Navigating SAP

12

Navigating with the Tree Structure

The Tree Structure is your main navigation tool. You may choose the SAP Standard menu (left) or the User menu (right). The SAP Standard Menu shows the entire structure of the SAP system. The User menu shows the Activity Groups or roles to which you are assigned.
13

Navigating with the Tree Structure

Select the SAP Standard Menu by clicking on the Standard Menu icon.

The SAP Standard Menu shows the structure of the entire system.
14

Navigating with the Tree Structure

Closed Folder

Open Folder

Transaction

The Tree Structure is a nested filing system containing folders and transactions that you can open and close by clicking with your mouse.
15

Navigating with the Tree Structure

Closed Folder

Open Folder

Using the SAP Standard Menu, drill down through the Tree Structure until it reveals all contents in the Accounting > Financial Accounting > Accounts Receivable > Document entry folder.

Transaction

16

Navigating with the Tree Structure

Select the SAP User Menu by clicking on the User Menu icon.

The SAP User Menu reflects the roles you are assigned as an SAP User. It contains only the items you need to perform your assigned tasks, including transactions and reports. User menus often vary from user to user.

17

Navigating with the Tree Structure

Take a few minutes to explore the SAP User Menu.

Remember that User Menus differ according to the roles established for each individual user.
18

Navigating with the Command Field

Transaction codes are names for different system functions. Adding a transaction code to the Command Field and clicking Enter activates that transactions function.
1. To set to show Transaction Codes with Transaction names, go to Extras > Settings > Show technical names.

The Settings window opens.

2. Check the Show technical name box.

3. Click the green check.

19

Navigating with the Command Field

Transactions that once looked like this . . .

. . . now look like this.

By showing technical names, youll quickly commit to memory the transaction codes you most need to know.

20

Navigating with the Command Field

This navigation demonstration uses Transaction MM01, but the same general procedures apply to other transactions.
Enter MM01 in the Command Field.

Press Enter OR click the green check icon.

The initial screen for Transaction MM01 Create Material opens.

21

Navigating with the Command Field

By prefacing the transaction code with /n, you can close the current transaction and move directly to another transaction.
Enter /nFB60 in the Command Field. Press Enter OR click the green check icon.

The current transaction closes, and the initial screen for Transaction FB60 Vendor Invoice opens.

22

Navigating with the Command Field

By prefacing the transaction code with /o, you can keep the current transaction open while opening the new transaction in a separate window.
Enter /oMM01 in the Command Field. Press Enter OR click the green check icon.
/oMM01

Transaction MM01 Create Material opens, and Transaction FB60 Vendor Invoice remains open in a separate window.

23

Navigating with the Command Field

Your two open SAP windows are visible on the Windows Task Bar.

Click on either button on the Task Bar to maximize that session.

24

Navigating SAP

Now answer three quick questions correctly, and youre finished with Basic Navigation. How do /n and /o differ in function when inserted before a transaction name on the Command Line? What determines the initial contents of your User Menu? Which of these two SAP menu paths allows you to show SAP transaction codes in the AASIS tree structure? Extras > Settings > Show technical names Extras > Settings > Set start transaction.

25

Finding Help

26

Finding Help

The most useful Help selections are these 3 at the top of the drop-down Help menu: Application Help SAP Library & Glossary. NOTE: All Help is generic, discussing standard SAP processes but not addressing DMG-specific variations.
27

Finding Application Help

Application Help provides general information about the active Transaction without reference to DMG variations from the standard SAP model.

Using the Command Field, open Transaction ME51 Creating a Purchase Requisition. Select Help > Application Help.
28

Using Application Help

The Use section explains the purpose of the application.

The Prerequisites section provides information you need for various tasks currently available, including (at times) step-by-step instructions.

The context-specific topic, Manual Creation of Purchase Requisition, opens.

29

Finding the SAP Library

SAP Library includes all online documentation for all SAP components.

Remaining in Transaction ME51, select Help > SAP Library.

30

Using the SAP Library

This section works like the Tree Structure from the SAP screen, providing a Table of Contents for the SAP Library. Selecting any topic on the left opens the topic in the work area on the right.

Select Getting Started and take a few minutes to explore the subtopics.
31

Finding the Glossary

The Glossary provides definitions for all SAP-specific terms and for general business terminology.

Remaining in Transaction ME51, select Help > Glossary.

32

Using the Glossary

The Glossary is alphabetical, so clicking on the letters in the scrolls take you to terms beginning with the corresponding letter.

Terms shared by different SAP components have task-specific definitions for each component.

Take a few moments to explore the different definitions for account assignment.
33

Finding Other Help Options

Other useful Help options include:

Field Help & Possible Entries

34

Finding Field Help

Field Help describes the current field and, if applicable, the procedure for managing that field.

In Transaction ME51, right-click in the Purchase Requisition field and select Help from the pop-up menu.
35

Using Field Help

A Field Help display opens. In this instance, the term purchase requisition is highlighted.

Left-click the highlighted term to find its definition.

36

Using Possible Entries Help

In Transaction ME51, click in the Document Type field. When the Possible Entries icon appears to the right of the Document Type field, click the icon to view the Possible Entries list.
37

Using Possible Entries Help

Repeat the process in the Delivery date field to view a calendar of possible dates.

38

Finding Help

Now answer one quick questions correctly, and youre finished with Finding Help. What are the 3 principal Help functions available from the SAP menu bar?

39

Personalizing SAP

40

Managing Your Favorites Folder

Select Favorites > Insert folder. 1. Select Favorites > Insert folder.

You can gather the items you use most frequently, including transactions and files, in your Favorites folder.

41

Managing Your Favorites Folder

The Creating a Folder in the Favorite List window opens.

42

Managing Your Favorites Folder

Name the folder and press Enter.

43

Managing Your Favorites Folder

In this example, a new folder named My Purchasing was added to the Favorites folder.

44

Changing a Folder in Favorites

1. Highlight the folder you want to change and select the Pencil icon.

2. Replace the folders name with the new name and hit Enter.

And youre done.

45

Deleting a Folder from Favorites

Highlight the folder you want to delete and select the Delete favorites icon.

An information messages states, Node deleted from favorites list.

You delete a transaction the same way you delete a folder.

46

Adding a Transaction to Personal Folders

2. Select Favorites > Add.

1. Drill down through the Tree Structure to highlight the transaction you wish to add to Favorites. An information messages states, Node added to favorites list. Also, try using your mouse to drag a transaction to your Favorites folder.

47

Changing Your Start Transaction

If you routinely begin your SAP sessions with the same transaction, you may wish to have SAP open with that transaction.

Select Extras > Set start transaction.

48

Changing Your Start Transaction

After the Start Transaction dialogue box appears, type FB50 (or whatever transaction you prefer) in the box.

An information message will confirm the change.

49

Personalizing SAP
Now answer three quick questions correctly, and youre finished with Personalizing SAP. What is the menu path for adding a new folder to Favorites? What icon do you use to delete a folder or transaction? What is the menu path for setting your start transaction?

50