basic navigation in sap windows

7/30/2019 Basic Navigation in SAP Windows

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Basic Navigation in SAP

For the Windows Graphical User Interface (GUI)


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2Basic Navigation in SAP (Windows GUI)

SAP BRITE Website

There will be a button to access SAP on the ERP Department web page:


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Logging Into the BRITE Portal

User Login ID

Entry 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


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First Time Logging In

Once you have

entered the new

information, select

Change tochange your

password.


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Password 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 identical

Must change your password at least once each 45 days

May not repeat a password until five unique passwords

have been used


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Portal Assistance

If you have trouble logging into the BRITE Portal, you will need to

contact the BRITE Support Centerat 754 321-8120.


7/397Basic Navigation in SAP (Windows GUI)

BRITE Portal Screen

The BRITE Portal provides you single sign on access to systems

you need to do your work, including SAP Tabs 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 users role in

SAP.



SAP 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.

1

2

3. Finally, click ECC Production

link. It may take a few

seconds for the SAPapplication to open.

3



Copyright Pop-up Window

You will only see this the first time you log onto SAP

Select to continue


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Topic 2: Getting Around in SAP



SAP Menus

SAP

Standard

Menu

The default screen is called the SAP Easy A ccessScreen.

You can switch from one menu to the other by selecting theappropriate icon

When 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



SAP Easy Access Screen and Toolbars

Fast PathField

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.



SAP Easy Access Screen

Title Bar

Status Bar

Navigation

Area



Getting Into Transactions

What is a transaction?

Transactions let users to create, change,

or display data or run a report in SAP.



Getting Around

1. Fast Path

2. User or SAP menus

3. Favorites

3.

1.

There are three ways to access transactions in SAP:

2.



Using 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

Dont hit

thisit will

close the FastPath Field!

Enter

Icon

Fast Path

Field



Closed Fast Path Field

Select to Re-

Open the Fast

Path Field

Now you can

enter your

transaction

code



Navigating Using the User Menu

The user menu contains a list

of transactions based on yourrole (menu path)

Some of these transactions

are within folders

You can navigate to thesetransactions by double

clicking on the name of the

transaction

Double Click

to access the

screen



Is there an Easier Way to Navigate?

How can I easily get to where I need to be?Set up Favorites!



Favorites

You can set up links to commonly used transactions in theFavorites folder.



Creating 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


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Changing the name of a favorite

Select 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


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Topic 3: Other SAP Basics


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Types of Fields

Mandatory fields have a check mark

Optional fields are blank Fields with matchcodes (drop down icon) allow searching

on the field for allowed entries

Mandatory

Field

Matchcode


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Using 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.


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Standard 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


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Other Key Icons

To determine what each icon represents on the menu

bar, place the cursor on the icon. Balloon help providesthe icon name and the associated function key.

Enter Save

Back Exit Cancel

Print Help


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Moving from One Transaction to Another

You must type/N before the transaction code tomove from one transaction to another

Type /N and

Transaction

Code and then

Select Enter


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Application 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


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System 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.


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Creating a New Session

A session is like a windowwithin SAP

Opening up a new sessionallows you to work on morethan one thing at the same time

Follow: System> CreateSession or Select the Create

Session button from thestandard toolbar

You must have chosen theWindows GUI, not the WebGUI for this to work

You can have up to sixsessions runningsimultaneously

The Create a New Session

Button (for PCs only)

Create a

New

Session


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What New Session Screen looks like

You can only navigate from here using the fast past field.

No menu paths or favorites show up.


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Starting a New Session using the Fast Path

Field

Type/O before the transaction code and hit Enter You 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

S it hi b t S i


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Switching between Sessions

Click the session represented by a button at the bottom of

your screen, just like you do for any windows program

Fi ld H l (F1)


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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


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Printing a Hard Copy of the Screen

(For PC only)

Click on the last icon on theright of the Standard Toolbar

Select Hard Copy

This will print a screen

shot of your currentscreen

The screen shot will be

automatically sent to your

default printer

Select

Select

Ending a Transaction if Yo Start Clocking


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Ending a Transaction if You Start Clocking(for Dell computer only)

Select

from the very top left of the

screen This icon is hard to see unless

you put your cursor on it!

Then choose Stop Transaction

You can do this from any

screen

Select

E di S i


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Ending a Session

Save your work before youclose the session.

From the menu bar chooseSystem> End Session

Or Click

in the upper right hand cornerof the screen

L i Off f SAP


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Logging Off of SAP

Select the yellow arrow

at the top of any screen

Or select System: Log off

> You will be warned aboutsaving your data even if

you have saved it!

> Select Yes to log off

basic navigation in sap windows

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