erp for its latest vertion 3
TRANSCRIPT
![Page 1: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/1.jpg)
Welcome and Introductions
![Page 2: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/2.jpg)
A
Brief
Introduction
Of ERP
![Page 3: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/3.jpg)
What is ERP?
ERP covers the techniques and concepts employed for the integrated management of business as a whole, from the viewpoint of the effective use of management resources, to improve the efficiency of an enterprise.ERP software packages are integrated covering all enterprise business functions.
![Page 4: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/4.jpg)
Why do we need ERP? To enable improve business performance Cycle time reduction , Increased business agility ,Inventory reduction , Order
fulfillment improvement
To support business growth requirement New products/product lines, new customers ; Global requirements including multiple
languages and currencies.
To provide flexible, integrated, real-time decision support.
Improved responsiveness across the organization.
To eliminate limitation in legacy systems Century dating issues ,Fragmentation of data and processing ,Inflexibility to change,
Insupportable technologies.
To take advantage of the untapped mid-market Increased functionality at a reasonable cost,Client/server open systems technology,Vertical
market solutions.
![Page 5: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/5.jpg)
Advantages Of ERP !
The indirect advantages include: Better corporate image.
Improved customer goodwill.
Customer satisfaction.
The direct advantages include: Improved efficiency.
Information integration.
Better decision making.
Faster response time to customer queries.
Business Integration.
Flexibility
Better Analysis and Planning Capabilities
Use of Latest Technology.
![Page 6: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/6.jpg)
The cost of ERP Software, planning, customization, configuration, testing, implementation, etc is too high.
There maybe additional indirect costs like new IT infrastructure, upgrading the WAN links, etc.
Migration of existing data to the new ERP systems is always difficult to achieve as with integrating ERP systems with other stand alone software systems.
Disadvantages Of ERP !
![Page 7: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/7.jpg)
Basis
ABAP/4 Programming
PS (Project Systems)
FI (Financial Accounting)
CO (Controlling)
HR (Human Resource)
SD (Sales and Distribution)
Logistics Information System
MM (Materials Management)
PM (Plant Maintenance)
PP (Production Planning)
QM - Quality Management
BW (Business Warehousing)
CRM (Customer Relationship Management).
Modules Of SAP !
![Page 8: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/8.jpg)
History Of SAP
Click This File Icon For Details
![Page 9: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/9.jpg)
Three-Tier ERP
(SAP) Hierarchy
![Page 10: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/10.jpg)
Three-Tier ERP (SAP) Hierarchy
Access to Database: (Read / Write data)
Database
Application
Presentation
Processing of data using application logic
Presentation of the processed data to the user
Input / Output of data to users
Central Database (Storage of all data)
![Page 11: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/11.jpg)
Client/Server Overview
Client
Server
LAN/WAN
TCP / IP
![Page 12: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/12.jpg)
Client/Server Overview (Logical Structure)
Presentation
Data Storage
Application Logic
Client
Server
![Page 13: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/13.jpg)
What does an R/3 Database Contain?
![Page 14: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/14.jpg)
What is a client?
A client is an autonomous unit in the R/3 System with regards to commercial law , organization and data.
![Page 15: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/15.jpg)
Common Client Roles
![Page 16: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/16.jpg)
Additional Client Roles
![Page 17: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/17.jpg)
Sample SAP System Landscape
Development Testing Production
Database
Servers
Application
Servers
Presentation Servers
![Page 18: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/18.jpg)
Object Migration
Program A
Table A
Screen A
Program A
Table A
Screen A
Program A
Table A
Screen A
Development QA Testing Production
Corrections and Transport
![Page 19: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/19.jpg)
Object Migration
Program A Version 1
Program A Version 2
Program A Version 3
Program A Version 1
Program A Version 2
Program A Version 3
Originals
Development QA Testing
Corrections and
Transport
?
?
![Page 20: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/20.jpg)
Geography-based Clients
R/3 America
R/3 Europe
R/3 Japan
America Client 010
Japan Client 030
Europe Client 020
![Page 21: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/21.jpg)
Client Copies
Configuration
Development
Interface Testing
Quality Assurance
User Training
![Page 22: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/22.jpg)
ASAP METHODOLOGY
![Page 23: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/23.jpg)
ASAP METHODOLOGY
• A=Accelerated
• This methodology explains steps & procedures to follow for successful implementation of SAP in Companies
![Page 24: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/24.jpg)
SAP Partner & SAP Customer
• SAP Partner means SAP Consultancy firm responsible for implementation of SAP.
• SAP Customer means the company where SAP being implemented.
![Page 25: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/25.jpg)
ASAP METHODOLOGY
1. Preparation
2. Business Blueprint
3. Configuration/Realization
4. Final Preparation
5. Go-Live & Support
6. (For all stages, Documentation is MUST.)
![Page 26: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/26.jpg)
ASAP METHODOLOGY (Pictorial Representation)
![Page 27: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/27.jpg)
Project Manager
|
| Team Leaders
|
Functional Consultants , Technical Consultants,
Support Consultants
![Page 28: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/28.jpg)
PREPARATION
• Agreement between SAP Partner and SAP Customer
• Scoping – Types & No. of SAP Consultants required to execute the Project
• Formation of Steering Committee (Top most authorities of Customer & Partner as Members of Committee) – for smooth functioning of Project execution
• Kick-Off Meeting (First Meeting of Project Team)
![Page 29: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/29.jpg)
BUSINESS BLUEPRINT
• Module-wise
• 100% Information about Customer
• Preparation of Flow Cycle
• Several Workshops to understand Business Process
• Gap Analysis: AS IS & TO BE
• AS IS: List-out Business Process and output of current system
• TO BE: Mapping AS IS in SAP. Any Gap, List.
• Rectify Gap through ABAP Consultant
• Questions & Answers Database (Checklist)
![Page 30: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/30.jpg)
CONFIGURATION/REALIZATION
• As per Business Blueprint Configuration – Baseline Configuration
![Page 31: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/31.jpg)
FINAL PREPARATION
• Additional Configuration work which was not highlighted in Business Blueprint
• Legal System Migration Work-uploading data from non-SAP to SAP
• Testing Configurations
• Training End Users
• Planning & preparation of Cut-over activities-lock SAP system not to make any changes
![Page 32: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/32.jpg)
GO-LIVE & SUPPORT
• Deciding Go-Live
• UAT-User Acceptance Test (should be prepared for all modules and sub-modules): Sign-off by End users certifying that no Support Issues/Remarks.
![Page 33: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/33.jpg)
User Acceptance Test format (G L Entries)
Sl.
No
T-Code Input Expected
Output Remarks/
Issues
OK Sign-Off
1. F-02 Rent A/c Dr To Bank A/c
Display Journal entry & post to GLs
No amount tolerances
Issues to be solved
Once it is solved, End user will sign as OK
![Page 34: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/34.jpg)
ASAP Methodology
• It is Life Cycle Implementation Exposure/Experience
![Page 35: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/35.jpg)
SAP Implementation
![Page 36: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/36.jpg)
Different Phases Of SAP Implementation
Pre evaluation Screening
Evaluation Package
Project Planning
GAP analysis
Reengineering
Team training
Testing
Post implementation
![Page 37: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/37.jpg)
How should we implement ERP systems
Obtain the right mix of People ,
Processes Technology !!
![Page 38: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/38.jpg)
People Project Structure
Should be aligned to processes.
Process Implementation Process (outlined in detail)
Adapt your processes to those of the ERP.
Technology Hardware
Software
Integrated Systems
![Page 39: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/39.jpg)
Critical Factors For Successful ERP Implimentation
Commitment from Top-Management.
A Good Project Leader.
Strong Project Management.
End-User Involvement.
Team.
A Positive Attitude & Open-Mindedness.
![Page 40: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/40.jpg)
Pre-selection Process
Package Evaluation
Project Planning
Gap Analysis Re-engineering Configuration
Implementation
Team Training Testing End- user Training
Going Live
Post – implementation
Phase
SAP implementation Life Cycle
![Page 41: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/41.jpg)
Pre Evaluation Screening
Decision for perfect package
Number of ERP vendors
Screening eliminates the packages that are not at all suitable for the company’s business processes.
Selection is done on best few package available.
![Page 42: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/42.jpg)
Package Evaluation
Package is selected on the basis of different parameter.
Test and certify the package and also check the coordination with different department
Selected package will determine the success or failure of the project.
Package must be user friendly
Regular up gradation should available.
Cost
![Page 43: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/43.jpg)
Project Planning
Designs the implementation process.
Resources are identified.
Implementation team is selected and task allocated.
Special arrangement for contegencies.
![Page 44: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/44.jpg)
Re-Engineering
Implementation is going to involve a significant change in number of employees and their job responsibilities.
Process become more automated and efficient.
![Page 45: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/45.jpg)
Team Training
Takes place along with the process of implementation.
Company trains its employees to implement and later, run the system.
Employee become self sufficient to implement the software after the vendors and consultant have left.
![Page 46: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/46.jpg)
Testing
This phase is performed to find the weak link so that it can be rectified before its implementation.
![Page 47: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/47.jpg)
Going Live
The work is complete, data conversion is done, databases are up and running, the configuration is complete & testing is done.
The system is officially proclaimed.
Once the system is live the old system is removed.
![Page 48: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/48.jpg)
End User Training
The employee who is going to use the system are identified and trained.
![Page 49: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/49.jpg)
Post Implementation
This is the maintenance phase.
Employees who are trained enough to handle problems those crops up time to time.
The post implementation will need a different set of roles and skills than those with less integrated kind of systems.
An organization can get the maximum value of these inputs if it successfully adopts and effectively uses the system.
![Page 50: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/50.jpg)
Pitfalls
Pre-implementation Around Post Go
Live
Post Go Live
![Page 51: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/51.jpg)
ERP Integration
Integrate people, data and business processes within and between organizations.
Collaboration, non-redundancy, consistency and internal process optimization.
![Page 52: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/52.jpg)
Procurement Process
Outline Agreement
Demand
Purchase
Requisition Vendor
Purchase Order
Goods Receipt
& Inventory Mgmt.
Accounts Payable
Invoice Verification
Scheduling Agreement
![Page 53: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/53.jpg)
Production Process
Goods Issue Shop Floor
Goods Receipt Order Settlement
Schedule/Release
![Page 54: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/54.jpg)
Sales Process — Trading Goods
Customer Order Picking
Goods Issue Billing Accounts Receivable
Packing
![Page 55: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/55.jpg)
Sales Process Finished Goods
Customer Order
Availability Check
Goods Issue
Billing Partial Payment Final Payment
![Page 56: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/56.jpg)
Sales Process Finished Goods
Customer Order
Availability Check - Insufficient -
Independent Demand
MRP Run
Production Scheduling
Purchasing
Dependent Demand
![Page 57: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/57.jpg)
Process Flow
Goods Issue to Shop Floor
Goods Receipt
Production
Goods Issue Billing Accounts Receivable
![Page 58: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/58.jpg)
SAP Project System
(SAP PS)
![Page 59: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/59.jpg)
SAP Project System (SAP PS)
Project System provides tools to track project milestone, costs and resources. SAP's Project System module contains tight integration to the Controlling, Human Resources, and Logistics modules. It utilizes personnel records from HR, rolls costs into Controlling and links to materials or customers in the Logistics modules.
Two key objects that define the Project in SAP are:
Work Breakdown Structure - defines tasks and assign resources to those tasks
Network - defines the dependencies within the Work Breakdown Structure (WBS)
Common processes in Project System include:
Tracking costs against WBS elements. These costs can either be from personnel time charged against the project or from materials and/or services procured to support the project.
Tracking milestones against key dates defined in the project.
![Page 60: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/60.jpg)
This is brief review of the components and processes associated with the SAP PS module.The following diagram
illustrates the hierarchy of objects within an SAP Project:
![Page 61: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/61.jpg)
CRM Overview
![Page 62: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/62.jpg)
CRM Overview :CRM Components
Marketing
People-Centric UI
Mobile Client
Applications
Interaction Center
Sales
Service
Analytics
![Page 63: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/63.jpg)
CRM Solution Map
![Page 64: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/64.jpg)
-64-
CRM – Holistic view
![Page 65: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/65.jpg)
Where does a CRM solution fit?
Who Sales Service Marketing Executives
What Service
Transact
Fulfill
Engage
Which way Internet Mobile Telephony
How Operational Collaborative Analytical
Workplace
Use a CRM Solution to complete the Cycle
![Page 66: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/66.jpg)
CRM Component Landscape
OLTP R/3 System
BW
APO
Mobile Clients
Internet
mySAP.com Portal Users
As one big logical box
CRM System
Telephone Callers
![Page 67: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/67.jpg)
CRM Internet Sales
B2C Scenario Consumer
BBP Scenario Business Partner
B2R Scenario Reseller
Internet- selling
Enterprise
![Page 68: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/68.jpg)
Marketing
Covers mainly activities, like
Lead Generation
Customer Segmentation
Campaign Management
External List management
Product Proposals.
![Page 69: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/69.jpg)
Sales
Processing of the sale – from inquiry, quotation and order through to invoice creation
Here territories can be maintained
Incentive & Commission Management
![Page 70: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/70.jpg)
Service
Service Planning & Forecasting
Customer Service & Support
Resource Planning & Optimization
Service Operation Management.
![Page 71: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/71.jpg)
Service module within CRM
Service Planning
Proactively engage customers with the correct resources at the most beneficial times
Customer Care
Provide customer with 24/7 accessibility from all communication channels with precise and consistent informationon
Installed Base Management
Maintain an accurate, up-to-date record of a customer’s products and installations to facilitate service and anticipate customer requirements
![Page 72: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/72.jpg)
Examples where CRM is used
Interaction Center- Call Center
Mobile Client App. – Laptops
People-Centric UI - Portal
Click above two icons to get additional details about CRM
![Page 73: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/73.jpg)
Sales And
Distribution Overview
![Page 74: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/74.jpg)
The R/3 Sales and Distribution system is a complete solution for handling sales, shipping and billing tasks in any industry, and is a fully integrated component of the R/3 System.
Click the above icon to go through the complete S & D Presentation for additional information.
![Page 75: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/75.jpg)
Sales and Distribution Processing M
A T
E R
I A L
S M
A N
A G
E M
E N
T
F I N A N C I A L A C C O U N T I N G
Sales activity
S A
L E
S I N
F O
R M
A T
I O
N
S Y
S T
E M
Sales Support
Sales
Shipping
Billing
Subsequent delivery free of charge
Inquiry
Quotation Contract
Delivery free of charge
Sales order
Returns Scheduling agreement USD
Delivery
Invoice Debit memo Credit memo
![Page 76: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/76.jpg)
SAP R/3 Integration Model
Sales & Distribution
Production Planning
Materials Management
Finance & Controlling
Customer
Vendor
Sales Order
Shipment
Receivable Accounts / Cash Receipt
Credit Limit
Transfer of Requirements
Goods Issue
Accounts Payable
Invoice
Accounting Document Production Cost
Production Order
Production Order Receipt
![Page 77: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/77.jpg)
SAP HR Overview
![Page 78: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/78.jpg)
Sub-modules in HR
Personnel Management
Personnel Administration
Recruitment
Personnel Development
Benefits Administration
Compensation Management
Personnel Cost Planning
HR Funds & Position Management
Management of Global Employees
Payroll
Training & Events Management
Organizational Management
Time Management
Shift Planning
Administration
Incentive Wages
Time Sheet
Travel Management
![Page 79: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/79.jpg)
Personnel Administration
Hire employees with or without integration to Recruitment
and Organizational Management Component
Central repository for employee master data which can be
accessed by all other sub-modules of HR
Other employee actions like transfer, promotion, confirmation, leaving etc.
Automatic creation of employee actions using dynamic actions
Integration with all other sub-modules of HR
Employee self service to view / modify certain employee master data.
![Page 80: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/80.jpg)
Personnel Development
• Development planning for individual position / employee as well as for a department
• Qualifications catalog – repository to store skill sets required and existing in the organization.
• Career planning of an employee considering criteria like qualifications, preferences of employee, potentials, designations and even dislikes
• Design predefined career paths which can also be used in individual’s career plan
• Profile matching with requirement
• Integration with training sub-module
![Page 81: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/81.jpg)
Recruitment • Web application for employment opportunities with
application status check
• Employee self-service on employment opportunities with application status check for internal applicants
• Create and process vacancies with / without integration to organizational management
• Central repository for applicant master data
• Hold proposed pay-scale information for applicants
• Sequential follow up of applicant activities / automatic creation of applicant activities
• Bulk processing of applicant master data depending on applicant status
• SAP Business Workflow for recruitment processes
![Page 82: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/82.jpg)
• Transfer applicant master data of selected applicants to employee master data in HR- PA administration as employee master data.
• Applicant correspondence by mail or letters
• Check for previous applicant
• Integration with HR-PA administration for internal applicants
Recruitment (Contd.)
![Page 83: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/83.jpg)
Benefits Administration • Benefits Enrollment & Administration
• Eligibility monitoring of employees for benefits enrollment
• Different benefit plans : enrollment to plans and termination
• Benefits – USA
• Benefits Asia
• Integration with SAP's international payroll module
• Cost Summary (employer and employee) of benefits enrollments
• Data transfer to service provider
• Standard Employee Self Service functionality for employees to enroll for benefit plans.
![Page 84: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/84.jpg)
Personnel Cost Planning
• Planning and administration of personnel costs based on either projected pay, actual basic salary of employees or payroll results
• Planning with various scenarios and comparison between scenarios
• Integration with Controlling module of Accounting
![Page 85: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/85.jpg)
• Model the functional and reporting structure of an enterprise in organizational management.
• Organizational Plan and Manpower plan with various Plan versions and statuses.
• Creation of vacancies in integration with PA - Recruitment module
• Graphical representation of Organizational structure
• Organizational reassignment of an employee.
• Integration with PA Personnel Administration, Personnel development, Cost planning.
Organizational Management
![Page 86: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/86.jpg)
Time Management • Recording and maintaining of
time data for an employee.
• Interface with selected external time recording systems as well as flat file transfer, or manual time recording directly in system.
• Processing attendance and absence data.
• Shift Planning for organizational units considering employee preferences.
• Calculation of incentive wages depending on time data entered for e.g. piecework wages and time wages.
![Page 87: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/87.jpg)
Travel Management
• Travel Planning
• Trip Data
• Approval of Trips
• Accounting business trips
• Reporting results of trip cost accounting
![Page 88: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/88.jpg)
Payroll
• Payroll Process
• Payroll Data
• Country Grouping
• Payroll Area
• Processing Payroll Run
• Payroll log
• Retroactive Accounting
• Remuneration Statement
• Bank Transfer
• Posting to FI
![Page 89: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/89.jpg)
Training and Events Management
• External & Internal Training Events.
• Resources taken into consideration while planning.
• Attendee pre-booking, booking, cancellation, rebooking for a particular training event.
• Appraisals for Training event and Attendee both.
• Follow up of Training Event.
• Internal cost allocation and billing.
• Other features like - broacher, mail notification to attendees.
![Page 90: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/90.jpg)
• Enterprise structure.
• Organizational structure.
• Personnel structure.
• Payscale Structure.
• Wagetype Structure.
HR Structures
![Page 91: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/91.jpg)
HR Structures
Personnel Structure
External
Independant Contractant ext. Intérimaire
Retiree
Active
Hourly Worker Monthly worker Executive Manager Senior Manager Student
Expatrié
Sorti
Organizational Structure
Hourly Worker Monthly worker Executive Manager Senior Manager Student
Executive Manager Senior Manager
Hourly Worker Monthly worker Executive Manager Senior Manager Student
Enterprise Structure
![Page 92: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/92.jpg)
HR Structures: Syntax
Organizational Personnel Enterprise
Organizational unit (O)
Position (S)
Job (C)
Person (P)
Employee group (activ, externe, …)
Employee subgroup (employé, Exe, …)
Pers. area (New York, Cali, …)
Pers.subarea (Sales, Service)
![Page 93: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/93.jpg)
SAP FICO Overview
![Page 94: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/94.jpg)
• External reporting of
General ledger
Accounts receivable/payable
Sub-ledger accounts
with a user-defined Chart of Accounts
Key elements
General ledger
Accounts payable
Accounts receivable
Asset Management
Special Purpose Ledger (FI-SL)
Legal consolidation
Accounting Information System
Module FI – Financial Accounting
![Page 95: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/95.jpg)
Consolidation
Extended General Ledger
Payables Receivables
Bank accounts
General Ledger
Cash management and forecast
Foreign exchange management
Management of secureties and loans
Finance information system
Bank
Invoice verification
Accounts payable
Credit management
Accounts receivable
Financial Accounting
![Page 96: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/96.jpg)
• Represents the flow of cost and revenue
• Instrument for organizational decisions
• Key elements of the CO application module include :
Cost center accounting
Product cost Planning
Product Costing
Profitability analysis
Profit center accounting
Activity based costing
Enterprise controlling
Module CO – Controlling
![Page 97: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/97.jpg)
Guidelines To Create Account And Get Hands On Experince Of SAP
Read Article for instructions to create account
http://ierp.us/sap/ides/free-online-sap-ides-ecc-6-0-access/
Then Go to following links to get your account created
Go to http://www.ides.consolut.eu/user_request
It will redirect you to http://www.ides.consolut.eu/sap/bc/gui/sap/its/zuser_req
![Page 98: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/98.jpg)
Any Questions
![Page 99: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/99.jpg)
Bonus !!!!! SAP Project System
(SAP PS)
![Page 100: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/100.jpg)
Bonus !!!!! Few More
SAP Module
Explanation In Brief
![Page 101: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/101.jpg)
SAP MM Overview
![Page 102: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/102.jpg)
• Supports Procurement
Inventory
• Key elements Materials procurement (purchasing)
Inventory management
Invoice verification
Material valuation
Vendor evaluation
External Services management
Purchasing Information System (PurchIS)
Inventory Controlling Information system
Module MM – Materials Management
![Page 103: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/103.jpg)
Materials Management
Service / spare parts
Material Special stock Batch
Vendor/one-time customer
Purchasing info record
Service specifications
Workflow
Optical archive
Texts Mail Communication
Classification
Documents
Conditions
BASIC DATA
Pu
rch
as
ing
in
form
ati
on
sys
tem
Ve
nd
or
eva
lua
tio
n
Purchase requisition
PURCHASING
MRP Direct requisition Release procedures
RFQ/Quotation Material/service Price comparisons Price comparison list
Purchasing Purchase orders Outline agreements Scheduling agreements
Goods receipt/issue Transfer posting Quantities and values Physical inventory Storage bins
Check and post Price update
INVENTORY MANAGEMENT
INVOICE VERIFICATION
SD
PP
PM
QM
FI
AM
CO
PS
Third-party order
Requirements
Inspection lot
Fixed assets
Cost center / Budget
Project
G/L accounts Cash management and forecast
Service/ Spare Parts
![Page 104: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/104.jpg)
SAP PP Overview
![Page 105: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/105.jpg)
• To plan and control the manufacturing activities
• Key elements
Bill of Material (BOM)
Routings
Work Centers
Sales and Operations planning (SOP)
Master Production Scheduling (MPS) – Capacity Planning
Materials Requirement Planning (MRP)
Shop Floor Control (SFC)
Production orders
Product costing, activity-based costing
Work in process
Kanban
Production planning for process industries (PP-PI)
Repetitive Manufacturing
Module PP – Production Planning
![Page 106: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/106.jpg)
FI CO HR Cost accounting
Financial accounting
Human resources
Project Networks
Maintenance Repairs Plant maintenance
Inbound Raw Material Finished Goods
Sales and Operations Planning
Demand management /
MPS
Material requirements
planning
Detailed Schedeling and
Planning
Capacity planning Shop floor control Costing Information system
Purchasing Warehouse Invoice verification
Sales Shipping Billing
Customers
Vendors
SD PP
SD SD
SD MM SD QM
SD PM
SD PS
Production Planning
![Page 107: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/107.jpg)
SAP QM Overview
![Page 108: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/108.jpg)
• Supports
Quality planning
Inspection
Control for manufacturing
Costing
Procurement
• Key elements
Quality planning
Quality during procurement, production, distribution
Quality Management Information - Quality inspection
Information System (QMIS)
Module QM – Quality Management
![Page 109: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/109.jpg)
SAP WF Overview
![Page 110: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/110.jpg)
• To integrate SAP R/3 with cross-applications
• Support tool for all modules
• Automates business process
As events occur that trigger a process, the Workflow manager initiates a Workflow item
Using the process logic, data and documents are incorporated at each step
Using the processing rules, the Workflow manager routes the item to the appropriate role (location, person, unit, etc....).
• Example:
Posting a PO will trigger automated mail to sales support for customer service.
Module WF – Work Flow
![Page 111: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/111.jpg)
SAP IS Overview
![Page 112: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/112.jpg)
• Combines SAP R/3 application modules to additional industry-specific functionality
• Result of the research by industry Centers expertise (ICOE)
IS – Industry Solutions
![Page 113: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/113.jpg)
SAP SRM Overview
![Page 114: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/114.jpg)
SRM Solution Map
![Page 115: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/115.jpg)
Key Components of mySAP SRM
mySAP SRM – eProcurement mySAP SCE
Supplier Collaboration Engine
• Enterprise Buyer Prof 3.5
• Business Inf. W’house 3.0B
• Requisite Bugs Eye 3.5
• Requisite eMerge 3.5
• Enterprise Portal 5.0
• Supplier self services 1.0
• Bidding Engine 3.5
• User Management 3.0
Exchange Infrastructure Content Integrator
![Page 116: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/116.jpg)
Key Components of mySAP SRM
• Strategic Sourcing Sourcing analytics: Helps provide analytics based on supplier location, line of
business
Supplier evaluation: Helps you evaluate the supplier base within the organization systems and external market places to identify and select supplier to ensure reliable & uninterrupted supply
Request for quotation and auctions: Provides electronic auctioning and bidding tools to compress sourcing cycle times
Contract management: Helps create and manage value and quantity contracts
• Operational Procurement Self-service procurement: Enables decentralizing procurement process within
organization, without diluting the control
Plan-driven procurement: Enables automatic purchase order generation for stock materials across the integrated supply chain
Services procurement: Enables service procurement process to be managed online
![Page 117: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/117.jpg)
Key Components of mySAP SRM….Contd.
• Supplier Enablement Supplier portal: Provides portal features for suppliers to manage their product data
and orders
Supplier connectivity: Provides capability to connect multiple suppliers through XM_-based document exchange
• Content Management Content consolidation: Provides capability to consolidate product and vendor
information
Catalog content management: Provides capability to manage OCI compatible catalog with tools for data import, data edit and a search engine
![Page 118: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/118.jpg)
SAP SCM Overview
![Page 119: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/119.jpg)
-119-
SCM – Solution Map
![Page 120: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/120.jpg)
mySAP SCM
SAP APO (Advanced Planning and Optimizing)
Flexible and Adaptive Planning, Integration with CRM, SRM and PLM
SAP ICH (inventory Collaboration Hub)
Collaboration with Suppliers
SAP EM (Event Management)
Monitor, alert and resolve exceptions
![Page 121: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/121.jpg)
Core Interface
Typical SAP SCM Solution-scape
SAP R/3
Dominant source of Master Data in SAP SCM, destination of transaction data like planning outputs or Availability Checks for Execution systems
Planning system where selective Master data maintained and sourced from R/3
SAP SCM
Planning Outputs include Forecasts, SNP or PPDS Planned Orders, Stock Transfers and Production Orders
Module includea Demand Planning, SNP & Deployment, PPDS, GATP, TPVS and TLB
Transaction Data
Master Data
Legacy Systems
BAPI
SAP CRM, SAP SRM and SAP PLM
Core interface
![Page 122: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/122.jpg)
SAP PLM Overview
![Page 123: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/123.jpg)
PLM Solution Map
![Page 124: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/124.jpg)
Bonus !!!!! If want to go for SAP ABAP as a
developer...
Click the following Icon....
![Page 125: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/125.jpg)
SAP Screen Shots
And
Their Meanings With Explanations
!!!
![Page 126: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/126.jpg)
Logging Onto SAP (Accessing SAP)
Step 1.1
Double-click on the icon shown below to
launch SAP via the shortcut on your
desktop
![Page 127: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/127.jpg)
How to login to SAP
Step 1.2
Enter the information in the fields listed below when logging on to SAP
Client
User ID
Password
Language
The information provided after
logging on to SAP creates an
“audit trail.” SAP records who,
what, where and when
information is entered.
![Page 128: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/128.jpg)
How to login to SAP (continued)
Client At go live, there will only be one client number for Egypt. However, during the
project there are multiple clients; one for development, one for testing, and one for training. Before you commence testing, you will be advised of which client to use.
User ID At go live, each end user will have their own personal user id to log onto SAP.
However, during the project you will be given temporary user ids to participate in testing.
Password At go live, each end user will be given a generic password which they will need to
change when they first log on to the system. However, during the project, temporary passwords will be issued along with the temporary user ids.
Language The chosen language for the SAP system in MEA is English.
![Page 129: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/129.jpg)
How to change password
Step 1.3
Change Password You can change your password every time you log-on to the system. To change the
password, select the New password button. A pop-up window will appear in which you have to enter your new password twice. Then select the button transfer.
![Page 130: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/130.jpg)
How to log off
Step 1.4
Click on the X
button
Click on Yes
1
2
![Page 131: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/131.jpg)
The SAP screen consists of two main areas – the Screen Header and the Menu/Main Area
The Screen Header contains:
Menu Bar
Standard Toolbar
Title Bar
Application Toolbar
The Menu/Main Area This area of the screen contains a drill-down menu enabling you to quickly move to a task in SAP.
User interface Components
Screen Header
Menu/Main Area
![Page 132: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/132.jpg)
The SAP Screen Screen Header
The Screen Header contains four sections: menu bar, standard toolbar, title bar, and the application toolbar
Menu Bar
Standard Toolbar
Title Bar
Application Toolbar
![Page 133: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/133.jpg)
The SAP Screen: Title Bar and Application Toolbar
The Title Bar displays the name of the SAP screen that the user is on at any given time
The Application Toolbar is located below the title bar. The application toolbar buttons allow the user to access functions quickly and easily, such as:
Adding a Favorite
Using a different menu view
Title Bar
Application Toolbar
![Page 134: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/134.jpg)
The SAP Screen: Standard Toolbar and Command Field
The standard toolbar contains two elements: a command field and a row of buttons for working on a screen and navigating between screens
It is known as the “standard toolbar” because it appears with the same buttons on every SAP screen, regardless of the current transaction
Command Field To hide/unhide the command field, click
Command Field
SAP screens can all be identified by a transaction code (T-code), which is usually
a four or five character code, but is sometimes more than 10 characters (e.g.,
IW39 or S_PH0_48000513)
T-codes are commonly used to access transactions in SAP
![Page 135: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/135.jpg)
The SAP Screen Standard Toolbar
The buttons found in the standard toolbar execute common tasks, such as entering data, saving data, and printing
Enter
Save
Back
Exit
Cancel
Find
Find Next
First Page
Previous Page
Next Page
Last Page
Create New Session
Create Shortcut
Help (F1)
Layout Menu
![Page 136: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/136.jpg)
The SAP Screen Status Bar The Status Bar is located at the bottom of the screen. The status bar display
messages to the user.
System messages are represented by three different icons at the beginning of the message:
= error message
= all other types of messages
= warning message
![Page 137: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/137.jpg)
Navigating in SAP Accessing Transactions
There are multiple ways to initiate a transaction
Transaction Codes
Menu path and trees
Favorites
![Page 138: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/138.jpg)
Accessing Transactions (continued)
To go to a transaction using the command field:
Enter the alpha-numeric transaction code
Click to initiate the transaction
To go to a different transaction from another screen besides the SAP Easy Access screen:
Enter /n followed by the alpha-numeric transaction code
Click to initiate the transaction
![Page 139: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/139.jpg)
Navigating between Transactions
To go from an existing transaction code to another transaction code AND create a new session:
Enter /o followed by the alpha-numeric transaction code
Click to initiate the transaction
Other /x functionality provides the following capabilities:
/n – Returns to the SAP Easy Access screen from any screen
/nend – Logs you off the system
/i – Ends session
/o – Opens a new session to the SAP Easy Access screen
![Page 140: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/140.jpg)
Displaying transaction codes The default setting in SAP does not show the transaction codes beside each
transaction name
To add the transaction code (i.e., CJ20N or OKENN) to the transaction name, follow these steps:
Click on Extras
from the menu
Click on Settings
Select Display technical names
Click [Enter]
1
2
3
4
![Page 141: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/141.jpg)
Working with Favorites
Favorites are used to quickly access the most frequently used transactions
There are two methods for adding a Favorite
The “drag and drop” feature
The Menu Path (described in the next slide)
![Page 142: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/142.jpg)
Working with Favorites (continued) To add a Favorite transaction:
Highlight the transaction in the menu structure
Click
To delete a Favorite:
Highlight the Favorite
Click
To change a Favorite:
Highlight the Favorite
Click
Update text
Click
To move a Favorite:
Highlight the Favorite
Click or to move the Favorite
Add to Favorites
Delete Favorites
Change Favorites
Move Favorite Down
Move Favorite Up
![Page 143: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/143.jpg)
Searching in SAP : Matchcode Since there are often multiple values which can be used in any particular field, it is
important to learn how to search effectively in SAP
when searching, it is important to restrict values by your company code or profit center to make the search relevant to you.
For most fields in SAP, you have the option of displaying a list of values by clicking on Matchcode .
Matchcode
![Page 144: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/144.jpg)
Working with Matchcode (continued)
Matchcode is used for searches when there is a large number of possible entries for a field
For example, if you click in the Material field to find a material number, a new window pops up, prompting you to enter search criteria (as shown on the right)
NOTE: Use the asterisk (*) as a
wildcard to help search for data
(more details on the next slide)
![Page 145: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/145.jpg)
Fields and Data : Field Types
Display Fields
Example: Period
Required Fields
Example: Company Code
Default Fields
Example: Posting Date
Optional Fields
Example: Document Number
![Page 146: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/146.jpg)
Fields and Data : Data Types
Within SAP, there are three levels of data. This data is the foundation of any transaction performed in SAP.
ORGANIZATIONAL
DATA
MASTER
DATA
TRANSACTION
DATA
ORGANIZATIONAL
DATA
MASTER
DATA
TRANSACTION
DATA
![Page 147: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/147.jpg)
Fields and Data : User Profile
In SAP, you can set defaults for the date format, the decimal notation, etc.
Defaults can be set from the Maintain User Profile screen
From the SAP Easy Access screen, go to: System > User profile > Own data
![Page 148: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/148.jpg)
Fields and Data:User Profile – Address
There are three tabs in your user profile:
The Address tab shown on this page contains your name and contact information
The Defaults tab contains date format, decimal format, default printer and time zone
The Parameters tab allows you to create defaults for fields; the default value is then used on all SAP screens containing that field
![Page 149: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/149.jpg)
Fields and Data:User Profile – Defaults
Below are the defaults that can be customized to your own personal preference:
Personal Time
Allows you to select
the appropriate time
zone in which you
are working
Decimal Notation
Allows you to
customize how
the values that
use decimals are
set
Date Format
Allows you to change the
way your dates are
formatted and displayed
Output Controller
Allows you to set up a
default printer and
delete the print job
after it has been
printed
Logon Language
Allows you to choose
the language
Start Menu
Allows you to
select the user-
specific or
standard menu
![Page 150: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/150.jpg)
Fields and Data: User Profile-Parameters
![Page 151: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/151.jpg)
Printing in SAP The print function is available on most SAP screen
Click , and verify that the following two fields are appropriately filled out before printing the selected document:
Output Device The
printer to which your
document will be sent
Print Immediately
This allows for your
print job to print
immediately instead of
waiting to print in a
batch
![Page 152: ERP for ITS Latest Vertion 3](https://reader033.vdocuments.us/reader033/viewer/2022042905/577cc7761a28aba711a10217/html5/thumbnails/152.jpg)