basic navigation in sap - broward county public · pdf filebasic navigation in sap ... menu...
TRANSCRIPT
Basic Navigation in SAPBasic Navigation in SAPFor the Windows Graphical User Interface (GUI)
Click your mouse anywhere or select “Page Down” to scroll through the pages.
Topic 1: Getting Into SAPTopic 1: Getting Into SAP
3Basic Navigation in SAP (Windows GUI)
SAP BRITE WebsiteSAP BRITE Website
www.broward.k12.fl.us/erpwww.broward.k12.fl.us/erp
There will be a button to access SAP on the ERP Department web page:
4Basic Navigation in SAP (Windows GUI)
Logging Into the BRITE PortalLogging Into the BRITE Portal
User Login IDEntry format = P00012345
• 8 digits starting with the letter p
• Personnel Number 12345
• If personnel number is less than
8 characters, then leading zero(s)
should be added to it
Password (first time users only)Entry format= ja021956
• mm = first 2 letters of birth month (ja)
• dd = 2-digit birth day (02)
• yyyy = 4-digit year of birth (1956)
• Case sensitive, so make sure the month letters are lowercase
5Basic Navigation in SAP (Windows GUI)
First Time Logging InFirst Time Logging In
Once you have entered the new
information, select “Change” to change your password.
6Basic Navigation in SAP (Windows GUI)
Password Rules for BRITE Portal logonPassword Rules for BRITE Portal logon
Passwords are case sensitive (initial password is lowercase)Minimum six characters, maximum eight characters (alphabet, numbers, and/or combination)Do not use a space, question mark, or exclamation point in your password First three characters may not be identicalMust change your password at least once each 45 daysMay not repeat a password until five unique passwords have been used
7Basic Navigation in SAP (Windows GUI)
Portal AssistancePortal Assistance
If you have trouble logging into the BRITE Portal, you will need to contact the BRITE Support Center at 754 321-8120.
8Basic Navigation in SAP (Windows GUI)
BRITE Portal ScreenBRITE Portal Screen
The BRITE Portal provides you single sign on access to systems you need to do your work, including SAPTabs in the Portal screen will be customized for each user– You may see some tabs that another user does not see. The
customization is based on roles. – However, all users will have access to the Home and Employee
Self Service (ESS) tabs.
Tabs will be customized based on user’s role in
SAP.
9Basic Navigation in SAP (Windows GUI)
SAP Access via the BRITE PortalSAP Access via the BRITE Portal
1. You are now logged into the SAP Portal. To log into SAP click the SAP Access tab.
2. As a Super User, you will have the SAP Application installed on your computer. To access this, you will click on the Windows GUI*.
*GUI stands for Graphical User Interface. End Users will access SAP via the web. With web access, SAP is not installed on your computer.
12
3. Finally, click ECC Production link. It may take a few seconds for the SAP application to open.
3
10Basic Navigation in SAP (Windows GUI)
Copyright PopCopyright Pop--up Window up Window
You will only see this the first time you log onto SAP
Select to continue
Topic 2: Getting Around in SAPTopic 2: Getting Around in SAP
12Basic Navigation in SAP (Windows GUI)
SAP Menus SAP Menus
SAP Standard
Menu
The default screen is called the SAP Easy Access Screen. You can switch from one menu to the other by selecting the appropriate iconWhen you log on, you will see either your user menu (specific to your role), or the SAP standard menu (lists all transactions)
SAP User Menu
13Basic Navigation in SAP (Windows GUI)
SAP Easy Access Screen and ToolbarsSAP Easy Access Screen and Toolbars
Fast Path Field Standard
Toolbar
Application Toolbar
SAP is a Windows-based system. You can navigate in SAP using buttons, toolbars and windows the same way you would in other Windows applications like
Word or Excel.
14Basic Navigation in SAP (Windows GUI)
SAP Easy Access ScreenSAP Easy Access Screen
Title Bar
Status Bar
Navigation Area
15Basic Navigation in SAP (Windows GUI)
Getting Into TransactionsGetting Into Transactions
What is a transaction?
Transactions let users to create, change, or display data or run a report in SAP.
16Basic Navigation in SAP (Windows GUI)
Getting Around Getting Around
1. Fast Path
2. User or SAP menus
3. Favorites
3.
1.
There are three ways to access transactions in SAP:
2.
17Basic Navigation in SAP (Windows GUI)
Using the Fast Path FieldUsing the Fast Path Field
• Each transaction in SAP has a code. You can use the Transaction Code instead of the menu path to navigate to the transaction (it can consist of letters, numbers, or a combination)
• Type the Transaction Code in the Fast Path Field (ME51N was selected above) and press Enter on the keyboard or click the Enter icon to navigate to that transaction
Don’t hit this…it will close the Fast Path Field!
Enter Icon
Fast Path Field
18Basic Navigation in SAP (Windows GUI)
Closed Fast Path FieldClosed Fast Path Field
Select to Re-Open the Fast
Path Field
Now you can enter your transaction
code
19Basic Navigation in SAP (Windows GUI)
Navigating Using the User Menu Navigating Using the User Menu
The user menu contains a list of transactions based on your role (menu path)Some of these transactions are within foldersYou can navigate to these transactions by double clicking on the name of the transaction
Double Click to access the
screen
20Basic Navigation in SAP (Windows GUI)
Is there an Easier Way to Navigate? Is there an Easier Way to Navigate?
How can I easily get to where I need to be? Set up Favorites!
21Basic Navigation in SAP (Windows GUI)
FavoritesFavorites
You can set up links to commonly used transactions in the Favorites folder.
22Basic Navigation in SAP (Windows GUI)
Creating a FavoriteCreating a Favorite
Select the transaction from menu path
From the menu bar in the Easy Access Screen, select Favorites>Add to create a shortcut to the transaction
23Basic Navigation in SAP (Windows GUI)
Changing the name of a favoriteChanging the name of a favoriteSelect the favorite you want to change From Menu Bar select Favorites>Change
Enter the name change then green check
Name has been changed in Favorites
Topic 3: Other SAP BasicsTopic 3: Other SAP Basics
25Basic Navigation in SAP (Windows GUI)
Types of FieldsTypes of Fields
Mandatory fields have a check markOptional fields are blankFields with matchcodes (drop down icon) allow searching on the field for allowed entries
Mandatory Field
Matchcode
26Basic Navigation in SAP (Windows GUI)
Using MatchcodesUsing Matchcodes
Some fields have a Match Code icon to their right.When you click on the Match Code icon, a list of possible entries appears.
Double click on an item in the list to select it.
Match Code Icon
Doing so will enter it into the field.
27Basic Navigation in SAP (Windows GUI)
Standard Toolbar IconsStandard Toolbar Icons
• The Standard Toolbar appears on all screens, not just the Easy Access Screen
• However, if an icon is gray on a screen, it is not active and cannot be used
• The meaning of an icon can change, depending on which screen it is located
28Basic Navigation in SAP (Windows GUI)
Other Key IconsOther Key Icons
• To determine what each icon represents on the menu bar, place the cursor on the icon. Balloon help provides the icon name and the associated function key.
Enter Save
Back Exit Cancel
Print Help
29Basic Navigation in SAP (Windows GUI)
Moving from One Transaction to AnotherMoving from One Transaction to Another
You must type /N before the transaction code to move from one transaction to another
Type /N and Transaction
Code and then Select Enter
30Basic Navigation in SAP (Windows GUI)
Application ToolbarApplication Toolbar
•This is an example of a screen-specific toolbar (application toolbar)
•Applies to the transaction
•This example is from the Create Purchase Requisition screen (ME51N)
•Hovering your cursor over a button (icon) will tell you what it means
Check Availability
31Basic Navigation in SAP (Windows GUI)
System MessagesSystem Messages
•Train your eye to look at the bottom of the screen for system messages.
• You must correct an error message to proceed.
• You must hit Enter to proceed past a warning message.
• An information message usually appears when you complete a transaction, such as giving you the number of a purchase requisition you just created.
32Basic Navigation in SAP (Windows GUI)
Creating a New SessionCreating a New Session
A session is like a window within SAPOpening up a new session allows you to work on more than one thing at the same timeFollow: System> Create Session or Select the Create Session button from the standard toolbarYou must have chosen the Windows GUI, not the Web GUI for this to work You can have up to six sessions running simultaneously
The Create a New Session Button (for PCs only)
Create a New
Session
33Basic Navigation in SAP (Windows GUI)
What New Session Screen looks likeWhat New Session Screen looks like
You can only navigate from here using the fast past field. No menu paths or favorites show up.
34Basic Navigation in SAP (Windows GUI)
Starting a New Session using the Fast Path Starting a New Session using the Fast Path FieldField
Type /O before the transaction code and hit EnterYou will be taken directly to the new transaction in a new session without closing what you were working on You can do this from any screen
35Basic Navigation in SAP (Windows GUI)
Switching between SessionsSwitching between Sessions
Click the session represented by a button at the bottom of your screen, just like you do for any windows program
36Basic Navigation in SAP (Windows GUI)
Field Help (F1)Field Help (F1)
Put your cursor in a field and select F1 or the field help icon (the yellow question mark on the standard toolbar)A pop up box will appear that tells you what the field means
Example of Field Help
37Basic Navigation in SAP (Windows GUI)
Printing a Hard Copy of the ScreenPrinting a Hard Copy of the Screen(For PC only)(For PC only)
Click on the last icon on the right of the Standard Toolbar
Select Hard Copy– This will print a screen
shot of your current screen
– The screen shot will be automatically sent to your default printer
Select
Select
38Basic Navigation in SAP (Windows GUI)
Ending a Transaction if You Start Ending a Transaction if You Start ““ClockingClocking””(for Dell computer only)(for Dell computer only)
Select
from the very top left of the screenThis icon is hard to see unless you put your cursor on it!
Then choose Stop TransactionYou can do this from any screen
Select
39Basic Navigation in SAP (Windows GUI)
Ending a SessionEnding a Session
Save your work before you close the session.From the menu bar choose System> End Session
Or Click in the upper right hand corner
of the screen
40Basic Navigation in SAP (Windows GUI)
Logging Off of SAPLogging Off of SAP
Select the yellow arrowat the top of any screen
Or select System: Log off
> You will be warned about saving your data even if you have saved it!
> Select “Yes” to log off
41Basic Navigation in SAP (Windows GUI)
Congratulations!Congratulations!
You have finished the SAP Basic Navigation lesson for Super Users.
42Basic Navigation in SAP (Windows GUI)
HELP DESK 754-321-8120
BRITE Website:
web/erp -or-
http://www.broward.k12.fl.us/erp/e-Learning
Context Sensitive Help
CAB Conference
BRITE LITES (By Role)
User Support OptionsUser Support Options
Help Desk is staffed 7:30 am – 5:00 pm, Monday thru Friday