sap navigation guide

5/21/2018 SAP Navigation Guide

1/69

SAP AG

SAP NavigationLAB SESSION-1


2/69

Course Goals

Understand how SAP GUI works(SAP GUI is the secured access to SAP system)

Understand how to Navigate through SAP.

This course will enable you to:


3/69

Course Objectives

Log On and Off SAP

Use SAP Basic Functions

Navigate SAP Transactions

Use Application Work Areas

Use Search Helps

At the conclusion of this course, you will be able to:


4/69

Chapter 1 Goals

After completing this chapter, you will be able to:

Log on to the SAP system

Change your Password

Create multiple sessions of SAP

Log off the system


5/69

SAP Logon from Start Menu

Logging On


6/69

Two Tabs:

Shortcuts **Use this one!

System (gives you options tochange clients and change

password)

4 Shortcut Buttons

Log On

New-Item

Change-Item

Delete-Item

SAP System selection window

Logging On

Dontuse

these.


7/69


8/69


9/69


10/69

A new window appears

Enter your user-ID

Enter your Password

The first time you use SAP youneed to reset your password.

The client number as well aslanguage are entered by youradministrator and defaulted

Press Enter on yourkeyboard

Logging On


11/69

Passwords

Password Basic

You can use upper case letters or lower case letters in your password (SAPdoes not distinguish between upper and lower case letters).

You can use any combination of characters (a ....... z, 0.....9, or punctuationmarks)

Password restrictions

You cannotbegin a password with:

?, !, or a blank space

three identical characters (fffce).

any sequence of three characters that are contained in your user name (forexample, using bill," if your user name is 99biller)

Other bad ideas:

Do not use pass as your password

Do not use any of your last five passwords


12/69

The initial password is givenby the administrator

The system automaticallydisplays a dialog box

Enter your new password inthe New password field

Enter exactly the same

password in the Repeatpassword field

Select confirm

Logging On


13/69

The main menu screen is displayed (standard SAP)

Main Menu Screen


14/69

Various Keys

Exit Keys

Create New Session icon

Back Cancel

Exit Transaction

Or Log Off


15/69

SessionsRunning Multiple Sessions

When you sign onto SAP, you create a session. You are allowedto have more than one session active at the same time. You canopen a new session any time and from any SAP screen withoutlosing data in the existing sessions.

Example-While creating a req. you need to look up acct balances.

Multiple ways to create a new session Like most other functions in SAP, many ways exist to execute the

same command. For this procedure, you will be given every waypossible to create a new sessionin order to demonstrate thiscapability. In general, people will find the way that best suits them.

1st Way To open a session by menu path, click System CreateSession.

2nd Way To open a session using the icon toolbar, click the CreateNew Session icon.

3rdWay Right click on the SAP iconin the Taskbar, (not the Log Onicon) and select Create session


16/69

Viewing current sessions

To view a listing of all sessions by command prompt,type /o in the command field and press Enter.

Switching between sessions

Windows allows you to use theAlt + Tab Methodto

move from session to session. Do the following toswitch between sessions:

Hold down the Alt key with one finger.

While holding Alt, press and release Tab.

Generate will create a new blank session.


17/69

Logging Off

Log Off System


18/69

Exercise

1. Log Off all Sessions

2. Log In

3. Open a Transaction4. Create a New Session

int: See page 3.


19/69

Chapter 2 Goals

Locate and describe the basic functions of the SAP screenelements

Locate and explain the functions of the menu items on theSAP menu bar

Locate and describe the functions of the buttons on thestandard toolbar

Locate the buttons on the application toolbar

Locate and describe the various fields on the status bar

Describe the purpose of the function keys



20/69

Window Functions in SAP

Pull-Down Menu Bar [Standard Tool Bar [

Title Bar [Application Tool Bar [

Status Bar[

(Bottom Right) [

SAP Window Functions

Command Field

Messages (Errors, Document #s )


21/69

Status Bar

Options

Push Buttons

Checkboxes

Tabs

Window Functions in SAP(ME51N)


22/69

Enter

Confirms entered dataDoes not save work

Command field

Used to enter command,transaction code. To display

it, click the arrow

Save

Saves the work

Back

Returns to previous screenwithout saving data

Exit

Returns to initial screenwithout saving data

CancelExit current task

without saving data

Print

Print current screen

Scroll buttons

First page, previous page, nextpage and last page

Find and Find next

Search for data in current screen;extend research

Create sessionCreate a new session

Create shortcut

Create a shortcut to anyreport, transaction

F1 Help

Provides help on the field wherethe cursor is positioned

Layout menu

Customizes the

Display options

Printout the screen(Hard Copy)

Typical Icons


23/69

Function Function Key

Help F1

Back F3

Possible entries F4

Select view(s) F5Organizational Levels F6

Data F7

Cancel F12

Exit SHIFT+F3

Other material SHIFT+F5

Function Keys


24/69

Chapter 3 Goals

avigate in SAP Easy Access

Navigate in SAP using the menu paths

Navigate in SAP using transaction codes



25/69

SAP Easy Access is new front end-user interface implemented fromSAP Easy Access allows thedefinition of user-specific menus

It can contain transactions, reports,

web addresses the user needs toperform his daily tasks

It appears when the user logs on inSAP

The user can also define his

favorites list

Easy Access


26/69

Select Extras>Settings in the menu bar. The window

comes up. Click one or many options. Click Enter.

Each user can specify whether:

Her/His favorites appear before or after the menu

Only the favorites appear

Technical transaction names appear in the tree menu

The graphic on the right side of the screen appears

Easy Access


27/69

User Menu

User Menu display

SAP Menu User Specific Menu

This screen shot isTo be Announced.

You will have access todisplay all screens, however,

you will be limited by yoursecurity as to what you canchange.


28/69

Each user can create her/hisfavorites

Favorites can contain

SAP transactions

Files or Web addresses

Favorites can be organized infolders

Select Insert folder in menu/name your folder and press the check mark.

Favorites can be moved orrenamed (changed)

Select Move or Change

Creating Favorites


29/69

To insert an SAP transaction in

favorites select a transaction then Favorites

> Add on the menu barThis will show the menu path in your favorites.OR

select Favorites > Inserttransaction. Enter the transactiontechnical name, then press enterOR

select a transaction, keep themouse button pressed and dragthe item to the desired position.Release the button OR

Right Click Favorites

Creating Favorite SAP Transactions


30/69

Favorites

(Click and Drag)This will give youthe name and T-code only in yourFavorites list.

Favorites


31/69

To insert a web address or afile in favorites

Select Favorites> Add otherobject.

Select web address or file.

Fill in the Text field (with aname) and fill in the Webaddress or file (www.xxx.comOR click the field box to show

the Browse button . Findand double click on your file. )Press Enter.

Creating Favorite Files and Web Links
http://www.xxx.com/http://www.xxx.com/


32/69

Transaction Codes

What is a Transaction Code? A transaction code is a 4 or 5-character code that identifies a

transaction screen in SAP. For example, the transaction codeassociated with creating requisitions is ME51N. If you know thetransaction code for a screen, you can jump directly to that screen

without using the menu path.Why Use a Transaction Code Instead of the Menu Path?

Using transaction codes instead of menu paths in most cases is amatter of personal preference. You may find that transaction codesare quicker to use than menu paths.


33/69

Transaction Codes

It is important to note that even if you choose tofrequently use transaction codes, you should still have aclear understanding of how to use menu paths. While youmay not always know the transaction code for a screen,you can always use the menu path to locate thetransactions in the system.

To go to a screen in the current session, type the transactioncode in the Command field then press Enter..

To open a new session, type /n before the transaction code.


34/69

T-Codes from the History List

In the Transaction Code field, click the document icon.

The History list displays. This is a list of all transactioncodes recently used.

Highlight a displayed item or scroll down the list todisplay desired transaction and click.

Selected transaction code appears highlighted in thetransaction code field.

Press Enter.


35/69

Open Transaction in a New Session

To open a new session containing a specific transaction,type /oXXXX (XXXX = Transaction code) into thecommand field and press Enter.

A new session displays with the entered transaction.

Remember, you can have 3 sessions of SAP open at atime.

**Delete everything in your Favorites folder byhighlighting each item and pressing the Delete keyon your keyboard.


36/69

Chapter 4 Goals


Identify the components in the application work area

Enter data into SAP fields

Insert data using list boxes Know how to customize their local display of SAP


37/69

Application Work Area

Application Work Area

Here, data is entered and/or displayed. The work area of the screencontains many different types of fields and display objects. This sectiondescribes the common objects found in the application work area.


38/69

Data entry fields allow you to enter new data or change existing

displayed data. Their white background identifies them. All dataentry fields have a name or a label, which refers to the data that canbe entered into the field. You enter data in a field by putting thecursor in the field and typing the data you want. Data entry fieldsmay contain default data (which you can change).

Required Data Field

A special type of data entry field is called a required field. Thisfield must have data entered in it in order for the screen to becompleted. Required fields are sometimes identified by checkedbox in the field.

Data Entry Fields

If you are not sure what typeof data to put in a field youcan click in the field andpress the Help button |to get information about thefield.

(MIGO Screen)

(Display MIGO)


39/69

Simple Drop Down (MIGO Screen)

If a field has a list icon in the field it contains a simple dropdown list. This is a short, limited list from which you must chosea field value (that is, no typing).

Input Fields (MIGO Screen)

SAP Input Fields are similar to Windows programs:

The active field has the flashing cursor. Most of the time, the limit to the length of data allowed in the

field is indicated by the size of the box.

To move to the next field, press Tab. Pressing Enter will Executethe transaction.

Types of Data Entry Fields


40/69

List Display

On the ME51Ntransaction, click in the Material Groupfield and clickthe Search icon.

A dialog displays with a listing of all possible selections for this field.Double click to select an item.

Date Fields

Date fields in SAP have a feature that works like a hidden list box. Youcan display a calendar for a date field and select any date without having

to enter it manually. To display the calendar: In the ME51Ntransaction, click in the Delivery Datefield then click the

Search icon.

A calendar displays. The system displays the current month; todays datehas a box around it. Double click to select a date.

Types of Data Entry Fields

(Short cut press F4 then F2 for current date.)


41/69

Buttons and Check Boxes

Buttons and Check Boxes

(ME51N)Customizing Local Layout(on most screens).

Radio Buttons

Check Boxes


42/69

Printing a Hard Copy

Print a screen shot.

Press the Customizing Local

Layout button and click onHard Copy.


43/69

Chapter 5 Goals

After completing this chapter, all students will be able to:

Select a key from a list of valid entries

Perform a search help inquiry

Use a wildcard character in a search popup box

Change the search category


44/69

Help Functions F1 vs. F4)

Help Functions

F1 F4

(Same as Browse Button)


45/69

You can get help on fieldsand field input by clicking onthe field then:

pressing F1 on thekeyboard, or

clicking on

A dialog box with the

definition of the field appears

Field Help


46/69

Searches In the dialog box to theleft, you can search bymaterial description,material number, orboth. Example d*.

ResultsThe results of the

search will appear inthe form to the right.These results may alsobe sorted.

Searches


47/69

Search Help Box

Search Help dialog

From the ME51N screen to search Vendors, press the Green Checkmark toshow a list of vendors. Or type the first letter and an * in the Name columnand press the Green Checkmark to Start Search.

Use the tabs,arrows or quickfind box tochange thesearch category.


48/69

Exercise

1. Find the Vendor # for BALLOON EXPRESS.

2. On the ME51n screen find the definition of

the A field. (3rdfrom left).


49/69

Chapter 6 Goals


Access field-specific Help

Access Application Help

Access SAP Help Library

Access terms in the SAP glossary


50/69

Field Level Help

Field-specific help displays information for a field whenthe cursor is currently in that field. To demonstrate thisprocess, access any transaction.

In order to use field-level help you must have the

cursor in the field you want. To access help on thedesiredfield, do the following:

1.Click once in the desired field.2.Press F1.

The appropriate help window displays helpinformation for that field.3.To exit the help window, click or in the pop-

up window.


51/69

Choose menu pathHelp Application help

. The system identifies where you are and displays the

appropriate help area.

The current displayed topic is part of a larger set of

online documentation for SAP. You can read theinformation in the current window, and move forwardor backward in the area by clicking the buttons at thetop of the window.

To return to the SAP screen, click .

Application Help


52/69

SAP Library

Select the following menu path:Help SAP

Library. The SAP Websitescreen displays.

A list of functional topics displays.

Select a topic by clicking on it.

Another list of sub-topics displays for the topic youselected.

Click on the appropriate sub-topic to reach a table ofcontents for the functional sub-topic you want.


53/69

SAP Glossary

Select the following menu path: Help Glossary.TheGlossary Listpopup box appears.

The list displays in alphabetical order.

Use the scroll bar on the left side of the window to view

the entire list or click on the appropriate letter. When you find the term you want, click on it.

To close SAP Library-Glossary click


54/69

Exercise

1. Using the appropriate Help, find the Definitionof Business Workplace.


55/69

Chapter 7 Goals


Navigate in the Business Workplace

Send a message to another SAP user

View your messages

Delete your messages Use the Appointment Calendar


56/69

Accessing the Business Workplace

Click on theBusiness

Workplacebutton.


57/69

Navigating the Business Workplace

View contentsby clicking onthe triangles.


58/69

Composing a New Message

Click on theNew Message

button tocompose amessage to aSAP user.


59/69

Composing a Message

Same as Subject Line

Message area

SAP User ID,

choose SAP LogonName, check theExpress Mail, CC orBCC check box.


60/69

Sending a Message

Send

Attach

Cut, Copy, Paste Undo, Redo, Find, Find Next


61/69

Prompt to Check Messages

Checkbringsyouback toBW.

Choosedoesnt doanything.

Inbox brings you toyour Inbox anddisplays a list ofmessages.


62/69

Checking Messages

Click on a category

to see its contents.

Click on a Title to viewthe message in thebottom section.


63/69

Viewing an Individual Message

Double click on a Title to view the message in afull screen. Click the back button to back toBusiness Workplace.


64/69

Deleting Messages

Delete a message by clicking on the Title anddragging it to your Trash Can, OR click on theTitle to highlight the message and press Deleteon your keyboard.


65/69

Viewing Messages in the Trash

Click on your Trash can to view the contents.


66/69

Emptying the Trash

Empty Trash by highlighting a messageand pressing the Delete button on thetoolbar. Press Yes on the Confirmation

message.

Delete Button


67/69

Trash and Shared Trash

Documents, distributionlists, and folders thatwere deleted from theshared folders are storedin the shared trash.

Only the administratorcan access the shared

trash.


68/69

Appointment Calendar

From the BW main screen press the Appointment Calendar button.

Press the CreateAppointment buttonto schedule anappointment.

Click onthe dateto viewa day.

Click ona weeknumberto viewthe

week.


69/69

Create Appointment

Fill inTitle (name)

Date and Time(Military Time)

Room

Description

Press Check toCreate Appt