Download - SAP Navigation
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
SAP USER NAVIGATION
LOG ON TO SAP
• To log on, click SAP Logon Icon on your desktop
• Select the SAP client to access
• PRD = Production
• TRN = Training (Sandbox)
• Double click on selected client or click Logon button
• Ensure the Client Id field is correct or change if needed
• Production = 400
• Training Sandbox = 520
• Enter user Id and password • User Id and initial password assigned by TC IT
Dept.
• Tab from User Id to Password field
• Just type your password in the field to overwrite the symbols that are there
• This is the same user Id and password that you currently use in either ESS or SAP
2
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
PASSWORD MANAGEMENT
• The first time you log on the SAP system, you will be prompted to change password
• Put your cursor at the beginning of each field and enter the same new password in both fields, overwriting the symbols in the fields. Click
3 Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
COPYRIGHT POP-UP WINDOW
• You will only see this the first time you log onto SAP
Select to continue
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
TC PASSWORD RULES
5
• The same password is used for SAP and ESS in production
• 8 characters; 1 must be numeric
• Cannot be same as user Id
• Cannot be same as prior 5 passwords
• Required by TC policies to change every 45 days
• Keep a record of your password
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
SAP 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.
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
SAP EASY ACCESS SCREEN Title Bar
Status Bar
Navigation Area
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
SCREEN FEATURES EASY ACCESS SCREEN
8
Enter
Icon
SAP Pull-down
Menu SAP Standard
Toolbar
Application
Toolbar Command
Field
Status Bar Session and
System
Number
Minimize,
Maximize, Close
buttons
Menu Path
This is the standard screen
displayed when you log on to
SAP Divider can be
adjusted from left
to right by putting
your cursor on the
line and dragging
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
STANDARD TOOLBAR ICONS FUNCTIONALITY
9
- Confirm information entered
- Save entered information
- Move to previous screen
- Exit current area or SAP
- Cancel or stop current transaction
- Find an entry in a screen or table
- Find next instance of same data
- Scroll up to first page
- Scroll down to next page
- Scroll down to last page
- Open a new session
- Create a desktop shortcut to SAP report,
transaction, or task
- Provide SAP help
- Scroll up to previous page - Enter transaction codes
- Customize local layout
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
COMMON APPLICATION ICONS & FUNCTIONALITY
10
- Execute an application, program,
or report
- Change an existing entry or record
- Display/view an existing entry
or record
- Get pick list of possible values
for selected field
- Copy an existing entry or record
- Indicates a field is a required field
- Delete an existing entry or record
- Create new entries or records
Application Icons change as the screen changes
- View previous record in a
transaction
- Add a transaction to the Favorites
folder
- View header information - View line item information
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
SCREEN COMPONENTS
• Radio Buttons – click in circle to select option
• Check boxes – click in box to select option
• Buttons – click on button to select option
• Entry fields – type data directly in field
11
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
SCREEN COMPONENTS (CONT’D)
• Pick list – possible entries for a field. If a pick list is available, you will see the matchcode symbol. Access the pick list by clicking on matchcode symbol in a field
• Pop-up window - windows that appear for data entry or explanation
• Tabs – appear on some transactions for selection of various screens
12 Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
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
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
SCREEN COMPONENTS (CONT’D) • The status bar is at the bottom of every screen in SAP
• Left Half – displays system messages. Three types of messages are
displayed: • Information messages – displayed in green. (Read and then click the button within the message to clear)
• Example
• Warning messages – displayed in yellow. (Read and then click the button within the message to clear)
• Example
• Error messages – displayed in red. (Correct the error or click the button to cancel)
• Example
14 Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
SCREEN COMPONENTS (CONT’D)
• The status bar is at the bottom of every screen in SAP
• Right half – displays system and logon information
• DV1 – SAP client
• (2) - number of the session currently in play
• USSAND - application server
• INS – mode for data entry
• INS = insert
• OVR = overwrite
• Click on the button to view additional information
on the system
15 Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
NAVIGATING IN SAP TRANSACTION CODES
• From Easy Access Screen
• Enter transaction code
• From other screens
• Enter /Nxxxx (where ‘xxxx’ = transaction code) to go to another transaction within same session
• Enter /oxxxx (where ‘xxxx’ = transaction code) to go to another transaction in a new session
16
Transaction codes are the unique identifiers for the screens in SAP. They are
entered directly in the Command Field on any screen. Click the Enter icon or
press Enter on your keyboard after entering the transaction code. The transaction
code and the name of the transaction are displayed in the SAP menu. See
Lesson 6 on Customizing Your Work Area to learn how to set up the transaction
codes in the menu.
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
MENU PATHS
Follow the Menu Path by clicking once on the arrows or [+] next to the folders and expanding the view until the desired transaction is reached.
When the transaction is displayed, double-click on the transaction to go directly to its initial screen.
17
Favorites
Folders &
Sub-folders
Transactions
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
FAVORITES
• You can click on these Favorite transactions when you open the menu path on the Easy Access Screen.
18
Rather than searching through the Menu Path for your most frequently
used transactions, you can set up your own Favorites
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
ENTERING DATA
• When in Insert Mode, new data is added to the data already in a field. To replace the data, highlight it and press the Delete key on your keyboard
• When in Overwrite Mode, new data replaces the data currently in the field (an example is entering your password on the logon screen)
• You can determine which mode you are in by looking at the status bar at the bottom of the screen.
• INS = Insert
• OVR = Overwrite
• Click here to move between the two modes
19 Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
ENDING A TRANSACTION
• When finished with a transaction if updates have been made, click to save
• To exit from a transaction, click until you return to the SAP Easy Access screen
20 Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
CREATING DESKTOP SHORTCUTS
Right-click on the transaction line item in the menu
Select the action Create shortcut on the desktop
Message displayed in the system bar at the bottom of your SAP screen or in a pop-up window
21
SAP allows you to create a shortcut on your desktop that will
take you directly to your commonly used transactions
Note: the shortcut appears on your computer desktop as an icon displaying the name of the transaction. You must be logged on to SAP for the shortcut to work.
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
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.
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
SCREEN MESSAGES • Traffic light icons are also used to display document status
23
Entry is accepted and approved
Entry is ready for approval
Entry is rejected
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
WORKING WITH SESSIONS • Multiple sessions allow you to look up information in one transaction
while entering information in another transaction
• Saves time and reduces the need to move from screen to screen within the same session
• Maximum allowed is sessions open at time 6 sessions.
• To create a new session, click on the Create Session button
on the standard toolbar
• If you need to retrieve data or view another transaction while working in a different transaction, you can open another session and immediately access the transaction desired
• Enter /o in the Command Field followed by the transaction code for the transaction you want to access in another session
24
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation
• Select the yellow arrow
at the top of any screen
• Or select System: Log off
LOGGING OFF OF SAP
> You will be warned about
saving your data even if
you have saved it!
> Select “Yes” to log off
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation