end users basic navigation for hr-payroll-events 06-05-08

1Basic Navigation in SAP

SAP User Menu SAP User Menu The default screen is called the SAP Easy Access Screen.

Switch from the User menu (only transactions specific to your role) or the SAP menu (the standard SAP menu) by selecting the appropriate buttons highlighted below

When logging in, either the User menu or the SAP menu will display


Menu, System, and More… are buttons with black corners indicating a drop down menu

The Menu button is an expandable tool that navigates with arrow keys to submenus

System and More are expandable tool buttons that will display a list of actions

Navigation Buttons Navigation Buttons


Title Bar

Navigation Area

Status Bar

The Title Bar indicates the name of screen

Navigation Area contains folders and transactions

The Status Bar displays system messages

Toolbars & Navigation AreaToolbars & Navigation Area


Moving from the Easy Access Screen to Moving from the Easy Access Screen to TransactionsTransactions

What is a transaction? Enables user to create, change, and display data or

run reports in SAP How do I get to a transaction from the Easy Access

Screen?


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.


Accessing a Transaction using the Fast Accessing a Transaction using the Fast Path FieldPath Field

Each transaction in SAP has a transaction code which can be used instead of the menu path to navigate to the transaction

A transaction code can consist of letters, numbers, or both

Type the transaction code in the Fast Path field and click Enter to navigate to that transaction

Don’t click this…It will close the Fast Path Field!

Fast Path Field


If you Close the Fast Path Field by MistakeIf you Close the Fast Path Field by Mistake

Select to re-open the Fast Path

field

Now you can enter your transaction

code


Navigating to a Transaction Using the User Navigating to a Transaction Using the User Menu Menu

The User menu contains a list of transactions based on your role

Some transactions are grouped within folders

Navigate to these transactions by double-clicking the name of the transaction

Double-click to access the transaction


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!


FavoritesFavorites

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


Creating a FavoriteCreating a Favorite

Select the transaction from the SAP menu

Click Menu > Favorites > Add


Changing the Name of a FavoriteChanging the Name of a FavoriteSelect the transaction to rename, and then click Menu > Favorites > Change.

Enter the name change, and then click the green check icon.

Name has been changed in Favorites.

SAP Basic eNavigation and Fundamentals: SAP Basic eNavigation and Fundamentals: Other SAP BasicsOther SAP Basics


Displaying the Technical Names for Displaying the Technical Names for TransactionsTransactions

From the menu bar, select Extras > Settings:

Select Display technical names

Click the green check icon

Click the green check to continue


Displaying the Technical Names for Displaying the Technical Names for Transactions (Part Two)Transactions (Part Two)

Technical Names Not Displayed

Technical Names Displayed


Sample Transaction ScreenSample Transaction Screen

Tab

Use the Tab key on your keyboard or your mouse to move from field to field (such as From and To below).


Types of FieldsTypes of Fields

Mandatory fields have a check mark Fields with a matchcode icon allow the user to search for

available entries

Matchcode icon

Mandatory field


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.


System MessagesSystem Messages

System messages will display to the bottom left of the screen

Errors must be corrected before proceeding

Click Enter to proceed past a warning message

Budget, Procurement, Payroll, and HR will each have their own system message codes. System Messages will be trained in each of the fundamental courses.

Message Type Message Description

Error Messages Indicates a problem that must be corrected before continuing.

Information Messages No action is required. SAP is informing you of a particular fact or condition. However, you must hit enter past the message.

Warning Messages Indicates there may be a problem with the data you have entered. You may have to correct the problem before continuing.


Creating a SessionCreating a Session

You can create additional “sessions” only by clicking on the ECC Production link on the SAP Access tab of the portal, which will open up additional SAP browser windows.

*GUI stands for “Graphical User Interface.” This simply means you will be accessing SAP through the web.

Click ECC Production – XEP 500 – WebGui to create a new session and get to the SAP Easy

Access screen


Ending a Session Ending a Session

Ending a session is another way of logging off SAP Save your work before you close a session From the menu bar choose System>

End Session Additional logons you may have in SAP will remain open

– Each session must be closed separately


Logging Off Logging Off

Select System > Log off You will be warned about saving

your data even if you have saved it!

Select “Yes” to log off Other sessions will remain open


Field HelpField Help

Position the cursor in a field and select F1 on the keyboard

A pop-up box will appear that provides an explanation of the field

Example of Field Help

Click in the field

end users basic navigation for hr-payroll-events 06-05-08

Documents

basic navigation

sap basic enavigation

sap basics

sap access tab

transaction code

user menu icon

main sap easy access

additional sap browser