January 2007 (v1.0) The Rushmore Group, LLC 1

Pen IncIntroduction to Your Company

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Pen Incorporated

• Start-up company in the promotional pen business

• Initially buys and re-sells different lines of promotion pens

• Sells to both wholesale and retail – procure and distribute

• Later acquires a production facility to manufacture its own product – produce and distribute

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BPI – Core Business Processes

• Pen Inc. – Stage 1 (A Trading Goods Company) Buy – Procurement (MM) Sell – Sales and Distribution (SD) Track – Financial Accounting (FI)

• Pen Inc. – Stage 2 (Buys a Production Facility) Buy – Procurement (MM) Sell – Sales and Distribution (SD) Make – Production (PP) Track – Financial Accounting (FI) Track – Controlling (CO) Track – Human Capital Management (HCM) Track – Quality Management (QM)

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Sales Order Process

Sales OrderEntry

Check Availability

ProcurementProcess

Pick Materials

Purchase Requisition

Purchase Order

GoodsReceipt

InvoiceReceipt

Paymentto Vendor

Post Goods IssueInvoice

Customer

Receipt ofPayment

Run MRP

Process Integration

Red=creation of financial documents

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Sales Order Process

Sales OrderEntry

Check Availability

ProductionProcess

Run MPS w/MRP

Convert ProductionProposal Schedule

and ReleaseProcurement

Process

Pick Materials

Purchase Requisition

Purchase Order

GoodsReceipt

InvoiceReceipt

Paymentto Vendor

CompletionConfirmation

Goods Receipt

QualityInspection

Order Settlement

Post Goods Issue

Invoice Customer

Receipt ofPayment

Process Integration

GoodsIssue

Red=creation of financial documents

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Client

Chart of Accounts

CompanyCode

Plant

Fiscal YearVariant

Credit ControlArea

PurchasingOrganization

Purchasing Group

Shipping Point

SalesOrganization

Distribution Channel

Division

Sales Area

Pen Inc Organizational Structure

Controlling Area

SL10 SL20

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The Basics of SAP

- Navigation -

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Overview

• Logging on• SAP screens• Basics of data entry• Working with multiple sessions• Reporting• On-line help and system messages• Setting user defaults• Logging off

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Navigation

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SAP: Logging-On

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SAP: Logging-On

• Information needed:– Client

• Complete set of tables

– User Name• Unique User ID

– Password• 3 to 8 characters• Letters or numbers

– Language• EN = English• DE = German• ES = Spanish

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Logging On - The Client

• This is a numeric field• Defines a whole business entity

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Logging On - User

• Enter the name of the SAP user

• Users are Client-Specific – User identification on one

client will only allow access to that client on that server

• The user ID defines the rights the person logging on is assigned

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Logging On - Password

• Rules– Can contain Letters– Can contain Numbers– No 3 characters can be

alike– Can not begin with ? or !– Must be 3 - 8 characters– Can not use previous 5

passwords

• Easy to remember

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Logging On - Language

• SAP supports multi-national character set and languages on the same system

• Default languages are English and German; can load multiple others.

• Current system:– EN = English– DE = German– ES = Spanish

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Logging On - Data Record

Valid ValidClient User Password From To

400 STEVE ******** 1/1/2000 12/21/2000 400 BOB ******** 1/1/2000 12/21/2000 400 GERRY ******** 1/1/2000 12/21/2000 421 STEVE ******** 1/1/2006 12/31/2008 421 BOB ******** 1/1/2006 12/31/2008 421 GERRY ******** 1/1/2006 12/31/2008

Table

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SAP: Easy Access Menu

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SAP: Easy Access

• SAP menus can be Role Based– determined by the User Group and Profile your User ID is a assigned

Sales View Purchasing View

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SAP: System Menus & Submenus

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SAP: Menus

Favorites

Folder and Sub-Folder

Transactions

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SAP – Standard Tool Bar E

nter

Opt

ions

Com

man

d F

ield

Sav

e

Bac

k E

xit

Can

cel

Prin

t F

ind/

Exp

and

icon

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Scr

oll i

cons

Cre

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a ne

w s

essi

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reat

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desk

top

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Hel

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on

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SAP: Screen ElementsMenu Bar

Standard Tool Bar

Application BarCommand FieldTitle Bar

Input Fields

Drop Down

Search

Status Bar

Tabs

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SAP: Application Bar

• Screen or view dependant– (e.g. materials master will differ from sales order entry

will differ from the main menu)

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SAP: Help

Possible Entries

F4

F1

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SAP: On-line Help

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System Messages

• E = Error– An invalid entry has been made– The cursor moves to the field where the

error has occurred• W = Warning

– A possible error has been made– The user can continue without changing

• I = Information– Feedback from the system

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Logging Off

• System > logoff• Exit button • Control box

For security purposes it is important to log off SAP whenever you leave your PC. Your user name is linked with all

transactions you perform providing an audit trail.