sap navigation - revised apr 29 2008

7/24/2019 SAP Navigation - Revised Apr 29 2008

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SAP NavigationSAP Navigation


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Learning ObjectivesLearning Objectives

After completing this course, ou !ill be familiarAfter completing this course, ou !ill be familiar!ith some of the basic tools an" terminolog for!ith some of the basic tools an" terminolog fornavigating through the SAP sstem an" !ill benavigating through the SAP sstem an" !ill beable to perform basic functions inclu"ing#able to perform basic functions inclu"ing#

$rilling "o!n menu paths$rilling "o!n menu paths

%ntering transaction co"es%ntering transaction co"es

&reating a ne! session&reating a ne! session

&reating a shortcut on the "es'top&reating a shortcut on the "es'top

&reating favorites&reating favorites

(sing help(sing help


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*opics*opics

+asic Navigation *ools Nomenclature+asic Navigation *ools Nomenclature

+asic -eatures+asic -eatures


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+asic Navigation *ools +asic Navigation *ools

NomenclatureNomenclature

*his section presents some of the common*his section presents some of the common

tools that are use" to navigate through thetools that are use" to navigate through the

SAP sstem, along !ith variousSAP sstem, along !ith various screenscreen

shotsshots an" eplanations of their functionalit0an" eplanations of their functionalit0

Some of the tools/functions !ill be furtherSome of the tools/functions !ill be further

eplaine" in latter sections of this course0eplaine" in latter sections of this course0


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Logging on to SAPLogging on to SAP*he first step to logging on to SAP is to*he first step to logging on to SAP is to"ouble clic' on the SAP Logon icon on our"ouble clic' on the SAP Logon icon on our

"es'top an" then select the SAP sstem ou"es'top an" then select the SAP sstem ou!ill be !or'ing in as follo!s#!ill be !or'ing in as follo!s#

1010&ore P$ 3SS4%P$6 *his is the SAP&ore P$ 3SS4%P$6 *his is the SAPpro"uction sstem 3no testing or configurationpro"uction sstem 3no testing or configurationpermitte"60permitte"60

2020&ore *N *raining *his is the training&ore *N *raining *his is the trainingclient0client0

)0)0&ore S-1 San"bo San"bo client for&ore S-1 San"bo San"bo client forinitial testing of ne! concepts/functionalit6initial testing of ne! concepts/functionalit6

.0.0&ore $-1 $evelopment *his is !here&ore $-1 $evelopment *his is !hereS*%& onl performs sstem configurationS*%& onl performs sstem configurationan" unit testing0an" unit testing0

5050&ore 7-1 7ualit *est Sstem *his is&ore 7-1 7ualit *est Sstem *his is

!here the OO&, S*%& an" other en" users!here the OO&, S*%& an" other en" usersperform final 8ualit testing0perform final 8ualit testing0

9090&ore P-: Pro"uction -i *his is a&ore P-: Pro"uction -i *his is acop of Pro"uction ever !ee' use" tocop of Pro"uction ever !ee' use" totroubleshoot issues0troubleshoot issues0


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Logging on to SAPLogging on to SAP

Before you log on to the R/3 System, you need to know your client number, user name,Before you log on to the R/3 System, you need to know your client number, user name,

and password.and password. If the Client field already contains a client number, you can either accept this entry orIf the Client field already contains a client number, you can either accept this entry or

oerwrite it. !or e"ample, in #!$, Client $%% is for configuration only, while unit testingoerwrite it. !or e"ample, in #!$, Client $%% is for configuration only, while unit testing

is performed in client $&%.is performed in client $&%.

'ress the ()B key to place the cursor at the beginning of the *ser field.'ress the ()B key to place the cursor at the beginning of the *ser field.

+nter your user name in the *ser field and press the ()B key to moe the cursor to the+nter your user name in the *ser field and press the ()B key to moe the cursor to the

'assword field. )s you type in the password, the asterisks - remain in the field and'assword field. )s you type in the password, the asterisks - remain in the field and

only the cursor moes. )s a security measure, the system does not display what youonly the cursor moes. )s a security measure, the system does not display what youtype.type.

Click theClick the +nter0 icon at the top of the screen or your +nter key to access the+nter0 icon at the top of the screen or your +nter key to access the

system.system.

Client 1 (he client is an independent technical unit. ) user master record must beClient 1 (he client is an independent technical unit. ) user master record must be

created for the user for each client in which he or she wants to work.created for the user for each client in which he or she wants to work.

)ccess authori2ations are created separately for each client.)ccess authori2ations are created separately for each client.


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*he SAP


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>enu +ar / *oolbar>enu +ar / *oolbar*he Menu Barcontains menu paths available for navigation from the current screen0 *he menu options varaccor"ing to screen or tas'0 On the follo!ing screen, the available options inclu"e#

Menu Edit Favorites Extras System Help


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Stan"ar" *oolbarStan"ar" *oolbar*he standard toolbar, locate" just belo! the menu bar, contains buttons/icons for performingcommon actions such as Save, Enter, Back, Exit, Cancel, etc. *he toolbar also contains the

Commandfiel" 3see !hite rectangular bo in re" circle belo!6 !here transaction co"es can beentere"0

@f ou are in a particular transaction an" !ant to procee" to the net transaction!ithout going bac' to the main menu, ou can enter /nfollo!e" b the

transaction co"e in the command field, then clic' 0

*he functions that can be performe" !ith the toolbar !ill be "epen"ent upon !here

ou are in a particular transaction0 -or eample, notice in the toolbar above that

the Saveicon is grae" outBC ou !oul" not be able to Savein this instance0

Other buttons ma be grae" outB at an given time "epen"ing on !here ou are

in a particular transaction 3i0e0, !hat screen ou are on60

A table summariDing the function of each button of the stan"ar" toolbar is

presente" on the net page0 @n a""ition, these buttons/icons are eplaine" in

further "etail later in this course0


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Stan"ar" *oolbarStan"ar" *oolbar3+uttons / -unctions63+uttons / -unctions6


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Stan"ar" *oolbarStan"ar" *oolbar3+uttons / -unctions cont063+uttons / -unctions cont06


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a"io +uttonsa"io +uttons*o enter information in the SAP Sstem, ou must sometimes select among several options0

@n some cases, ou can select onl one optionC in other cases, ou can select more than one0


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&hec' +oes&hec' +oes


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$ialog +oes$ialog +oes*he SAP Sstem "isplas "ialog boes !hen it#

e8uires more information before it can procee"

@s provi"ing information, such as messages or specific information about our current tas'

+efore ou can continue, ou must choose an action from a "ialog bo0 *o choose an action, choose one of the buttons at the bottom of the "ialog bo0A sample "ialog bo is sho!n here#


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e8uire" @nput -iel"se8uire" @nput -iel"s


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*abs*abs*abs enable ou to enter, "ispla, an" alternate bet!een multiple screens0 @n transactions containing multiple screens, theprovi"e a clearer overvie!0 @n a""ition, tabs enable ou to procee" from one tab page to the net !ithout having complete" all the"ata0 *o access a tab page, select the correspon"ing tab hea"er0

@n some cases, ou must complete all re8uire" input fiel"s on a tab page before ou can move to the net tab page


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*abs 3cont06*abs 3cont06

!eatures

@n the case of longer tab strips, not all of the tabs appear on the screen0*he left an" right arro!s at the top of the tab strip allo! ou to scroll toall the tabs0

@f ou choose the button at the right of the tab strip , the sstem"isplas a list of all the tabs on the tab strip0 @f ou select a tab from thislist, the selecte" tab page moves to the foregroun"0

*abs are arrange" in or"er of importance or in the process or"er of thetransaction0

*ab hea"ers can contain tet, icons, or both0


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*abs 3cont06*abs 3cont06*o get an i"ea of ho! these features !or'#

10 &lic' the A""itional account assignmentsB tab to "ispla its options

20 &lic' the right arro! to "ispla a""itional tabs

)0 &lic' the List button to "ispla a list of all tabs available.0 -rom the list, clic' Special absencesB to "ispla that tab


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+asic -eatures+asic -eatures

*his section presents a revie! of some of*his section presents a revie! of some of

the more common features that can bethe more common features that can be

utiliDe" to navigate through SAP0utiliDe" to navigate through SAP0


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-eatures / Proce"ures-eatures / Proce"ures

After logging on, the SAP %as Access screen !ill beAfter logging on, the SAP %as Access screen !ill be

"isplae"#"isplae"#


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4o! to $rill $o!n4o! to $rill $o!n


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4o! to $rill $o!n 3cont064o! to $rill $o!n 3cont06&lic' the arro! net to Human %esources

Note that a""itional relate" transactions an" fol"ers have been "isplae"


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4o! to $rill $o!n 3cont064o! to $rill $o!n 3cont06Sho!n belo! is the "ispla after "rilling "o!n three levels 3b clic'ing on the right

pointing arro! three times6, !hen starting from 4uman esources#

%ach transaction can have multiple levels0 *he lo!est level is in"icate" b the cubesmbol, sho!n here# @n this case it is &A*2 ecor"


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4o! to $rill $o!n 3cont064o! to $rill $o!n 3cont06

&lic'ing on C&T' !ill ta'e ou to the follo!ing ITime Sheet ( )nitial ScreenI !in"o!#

*his is the !in"o! !here ou !ill actuall perform the entries re8uire" for the transaction0


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4o! to %nter a *ransaction &o"e4o! to %nter a *ransaction &o"eA transaction co"e is a faster !a that can be use" to reach a transaction screen !ithout using a menu path0 @t is tpicall a

four "igit, alphanumeric value that i"entifies a transactionB, such as -+9E, !hich is use" for %ntering a Jen"or @nvoice0

On the follo!ing screen, the Command Fieldhas been circle" in re"0 *his is the place !here ou can enter the transaction

co"e#


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4o! to %nter a *ransaction &o"e4o! to %nter a *ransaction &o"e10 &lic' in the &omman" -iel" an" the &A*2 transaction co"e !ill be entere" for ou0

20 &lic' the green chec'mar'

&A*2


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4o! to %nter a *ransaction &o"e4o! to %nter a *ransaction &o"e

3cont063cont06*his !ill lea" ou to the Time Sheet* )nitial Screen, !hich correspon"s to the &A*2

transaction co"e, as sho!n belo!#

NO*%# @f ou are alrea" in a particular transaction an" !ant to procee" to the net

transaction !ithout going bac' to the main menu, ou can enter /nfollo!e" b the

subse8uent transaction co"e in the command field, then clic'


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Stan"ar" *oolbar / NavigationStan"ar" *oolbar / Navigation*he navigation options in the SAP /) Sstem are inten"e" to give the user as much free"om as possible !hen moving bet!een screens an" tas's0 *o

support this, a number of stan"ar" functions 3such as I+ac'I, I%itI, an" I&ancelI6 are offere"0

Note the green chec'mar' an" colore" arro!s on the follo!ing screen 3Freen, ello! an" re"60 *heir functionalit is eplaine" in this section0

*he follo!ing screenshot is a blo!nup version of the Standard Toolar


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Stan"ar" *oolbar +uttons / @consStan"ar" *oolbar +uttons / @cons5reen Checkmark

*his icon is use" as the ENTER'e that allo!s ou to continue to the net step0 @t is use" !hen ou re8uire the sstem to vali"ate our fiel" entries an" then move to the net function, or screen, in a sstem tas'0 (his key does 4(

sae the information that you enter. !or that, you will hae to use the SAVE icon.

5reen )rrow

*his icon is use" as the BACK'e0 @t is tpicall use" to go bac' to the previous screen

or menu level0


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Stan"ar" *oolbar +uttons / @consStan"ar" *oolbar +uttons / @cons6ellow )rrow

*his icon is use" as the EXIT 'e0 @t is use" !hen ou !ant to eit the current menu level or sstem tas' !ithout saving the "ata0

Red 7

*his icon is use" as the CANCEL'e0 @t is use" !hen ou !ant to cancel the "ata ou entere" in the current sstem tas'0


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Stan"ar" *oolbar +uttons / @consStan"ar" *oolbar +uttons / @consSae

*his icon is use" as the SAVE'e0 @t is use" to save "ata or sav e changes to "ata in a sstem tas'0

#elete

*his icon is use" as the DELETE'e0


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Stan"ar" *oolbar +uttons / @consStan"ar" *oolbar +uttons / @cons'rint

*his icon is use" as the PRINT'e0


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Stan"ar" *oolbar +uttons / @consStan"ar" *oolbar +uttons / @cons'aging

Houcanusethe four paging buttons tomove througha longlist or report0

*omove# Apage up# clic' onthesingleup arro! Apage "o!n# clic' onthesingle "o!narro! *othefirst page# clic' onthe up "oublearro!s *othelast page# clic' onthe "o!n"oublearro!s


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&reating a Ne! Session&reating a Ne! SessionHoucan!or' !ithmultiplesessionso f SAP0A sessionis e8uivalenttoa !in"o!0


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&reating A $es'top Shortcut&reating A $es'top ShortcutHou can create a shortcut on our "es'top in or"er to be able to access a transaction "irectl from our "es'top0


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&reating A $es'top Shortcut 3cont06&reating A $es'top Shortcut 3cont06

*he follo!ing popup !in"o! !ill appear#


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&reating A $es'top Shortcut 3cont06&reating A $es'top Shortcut 3cont06 Jerif the "efault "ata in the popup !in"o!0

&lic' OK0

&lic'ing on the OKbutton !ill place the shortcut on the "es'top as sho!n belo!#


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&reating A -avorite&reating A -avoriteA favorite is just li'e a boo'mar' in a +ro!ser, !hich enables ou to reach a transaction !ithout using a menu path or tping in a transaction co"e0 Hou can a"" multiple, fre8uentl use", transactions to our list of favorites so that ou

can reach our "estination 8uic'l !ithout having to remember either the menu path or the transaction co"e0

*o a"" a favorite#

10 $rill "o!n to the transaction co"e that ou !ant to a"" to our favorites

20 &lic' on Favorites on the menu bar

)0 &lic' on&dd


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&reating A -avorite 3cont06&reating A -avorite 3cont06

On the follo!ing screen, &'- !isplay has been highlighte"0 *his is the transaction

co"e that !e are a""ing to the list of favorites0

KKK &lic' Fa!rite"///

KKK &lic'Add ###


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&reating A -avorite 3cont06&reating A -avorite 3cont06

*his !ill a"" the &'- transaction co"e to the list of favorites, as sho!n belo!#


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Status +arStatus +ar*heStatusBaris locate" at thebottom of the SAP screen0 @t "isplas important sstem messages, such as errors an"completion of transactions, as !ellas other session information0 *hefollo!ing screensho!sthemessagegenerate" bthe sstem afterapurchasere8uisition !as change"#

*hecircle onthe left han" si"eof the screen in"icatesthat the purchase re8uisitionhasbeenchange"0

*hecircle onthe right han"si"e of thescreenin"icates the sstem information0 -oreample, it in"icates that the*Nclient ;22i scurrentlbeinguse"0


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$etermining *he &urrent *ransaction$etermining *he &urrent *ransaction

&o"e 3>etho" 16&o"e 3>etho" 16As in"icate" on the previous sli"e, the "efault information "isplae" in the righthan" portion of thestatus bar in"icates !hich client is in use0 + clic'ing on the selection list icon 3circle" in re" belo!6,

ou have the option to select from several other choices of "ata to be "isplae" in this area0


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&o"e 3>etho" 1, cont06&o"e 3>etho" 1, cont06A popup !in"o!, as sho!n belo!, !ill be "isplae"0 *he chec' mar', in the left column, in"icates the information that is currentl being "isplae"0 &lic' on our choice to change the status bar "ispla0 @n the eample belo!, the transaction co"e !as selecte"0

*he status bar !ill no! in"icate the transaction co"e that is currentl in use0


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&o"e 3>etho" 26&o"e 3>etho" 26@f ou !ant to fin" out the transaction co"e for the transaction that ou are currentl!or'ing on, as !ell as some other "etails, navigate as sho!n on the follo!ing screen#


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&o"e 3>etho" 2, cont06&o"e 3>etho" 2, cont06*his !illlea"outothefollo!ing!in"o!#

&lic'ingonthe greenchec'mar'3netto 0avi1ate 6,!illr eturnou to the previous transaction0


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&reating A Personal >enu&reating A Personal >enu

SAP allo!s ou to create our o!n personaliDe"B menu 3i0e0, user menu60 *he ne! S)'

+asy )ccess u"er $enuis the userspecific point of entr into the SAP sstem0 Hou canaccess the user menu b clic'ing on the icon as sho!n belo!#


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&reating A Personal >enu 3cont06&reating A Personal >enu 3cont06

O b clic'ing >enuB in the upper left corner of the screen, then (ser >enuB from the

"rop"o!n list 3see belo!6#


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&reating A Personal >enu 3cont06&reating A Personal >enu 3cont06

*he user menucontains onl those items such as transactions, reports, an"


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&reating A Personal >enu 3cont06&reating A Personal >enu 3cont06@f a user menu has been "efine" b our sstem a"ministrator, it appears !hen ou log on to the sstem0

@f ou have notbeen assigne" a user menu, or ou nee" to access items that are not containe" in our user menu#

pen the S)' standard menub choosing Menu 2 S& standard menu0 Hou no! have a complete overvie! of the SAP Sstem ou are currentl !or'ing !ith0 (se the navigation area to navigate to the items ou nee"0

Or, contact your system administrator0

On the SAP %as Access initial screen, ou can also# &reate a favorites list consisting of the transactions, files, an"


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olesolesoles are collections of activities use" in business scenarios0 (sers access the transactions, reports, or


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-iel" %ntr Searches-iel" %ntr Searches


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-iel" %ntr Searches 3cont06-iel" %ntr Searches 3cont06After clic'ing the search button 3or pressing -.6, a popup !in"o! similar to the eample belo!, !ill be "isplae"0 *his !in"o! provi"es options for

con"ucting our search0 Often, there are several tabs available, !hich give "ifferent search options0

Note the three buttons in the upper right corner0 *he left arro! !ill bring the previous tab to the front, the right arro! brings the net tab to the front,

an" the selection list "isplas a listing of all available tabs an" allo!s ou to choose !hich to bring to the front0

-i l" % t S h 3 t 6-iel" %ntr Searches 3cont 6


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-iel" %ntr Searches 3cont06-iel" %ntr Searches 3cont06Once ouhave chosenthe tab thatcorrespon"s to our "esire" searchmetho", enter"ata inthe fiel"s to limitour search0Hou ma complete all,some,or none of the fiel"s0 @f no fiel"s have beencomplete", the entire list of possible selections !illbe returne"0@n the eample belo!,onl emploees !iththe lastname Smith !ill be returne"0

&lic' the greenchec' mar' to eecute the search0 *o cancel an" close the popup !in"o!,clic' the blue : 0

-i l" % t S h 3 t 6-iel" %ntr Searches 3cont 6


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-iel" %ntr Searches 3cont06-iel" %ntr Searches 3cont06Sample search results are sho!n belo!0


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-iel" %ntr Searches 3cont06-iel" %ntr Searches 3cont06

*he result of either of the t!o metho"s !ill be the entr fiel" being populate" !ith the selecte"*he result of either of the t!o metho"s !ill be the entr fiel" being populate" !ith the selecte"

"ata0"ata0


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(sing A


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(sing A


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(ser Profile(ser Profile

Access through transaction S()B or Sstem/(serAccess through transaction S()B or Sstem/(ser

Profile/O!n "ataProfile/O!n "ata

*he purpose of the (ser Profile settings#*he purpose of the (ser Profile settings#G(ser "efaults change the "efault printer an" "ate(ser "efaults change the "efault printer an" "ate

"ispla0"ispla0

G(ser a""ress allo!s ou to maintain our a""ress,(ser a""ress allo!s ou to maintain our a""ress,

telephone number, an" other information0telephone number, an" other information0

GHou can choose settings that !ill ma'e our !or'Hou can choose settings that !ill ma'e our !or'

easier0 -or eample, ou can change the "efaulteasier0 -or eample, ou can change the "efault

setting to specif the printer closest to our "es'0setting to specif the printer closest to our "es'0

GHou can choose our preferre" "ate an" numberHou can choose our preferre" "ate an" numberformats0formats0

G(ser parameters allo! ou to enter "efault information(ser parameters allo! ou to enter "efault information

for fre8uentl use" fiel"s0 -or eample, parametersfor fre8uentl use" fiel"s0 -or eample, parameters

>OL an" (F shoul" al!as be set for 1EB 3(SA6 for>OL an" (F shoul" al!as be set for 1EB 3(SA6 for

PASS4% emploees0PASS4% emploees0


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4o! *o Fet 4elp4o! *o Fet 4elp

*o get help, navigate as sho!n on the follo!ing screen#


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4o! *o Fet 4elp on Screen fiel"s4o! *o Fet 4elp on Screen fiel"s

-or help on a fiel", place the cursor on the fiel" an" choose -1M or the help icon, !hich is-or help on a fiel", place the cursor on the fiel" an" choose -1M or the help icon, !hich is

a 8uestion mar'0a 8uestion mar'0

Hou can access glossar "efinitions for terms highlighte" in the help tet0Hou can access glossar "efinitions for terms highlighte" in the help tet0

*o "o this, clic' on the term !ith the mouse or position the cursor on the term an" choose*o "o this, clic' on the term !ith the mouse or position the cursor on the term an" choose

eference0eference0

*o access further information on possible entries or fiel" "efinitions from the 4elp !in"o!,*o access further information on possible entries or fiel" "efinitions from the 4elp !in"o!,

choose Possible entries or *echnical info0choose Possible entries or *echnical info0

*o access a list of possible entries or matchco"es to help ou search for the "ata ou*o access a list of possible entries or matchco"es to help ou search for the "ata ou

re8uire, place the cursor on the entr fiel" an" choose -.M or the "o!n arro! to the rightre8uire, place the cursor on the entr fiel" an" choose -.M or the "o!n arro! to the right

of the entr fiel"0of the entr fiel"0

*o transfer a value from the list of possible entries to the entr fiel", place the cursor on the*o transfer a value from the list of possible entries to the entr fiel", place the cursor on the

value ou re8uire an" choose -2M, or "oubleclic' on it0value ou re8uire an" choose -2M, or "oubleclic' on it0


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4o! *o Log Off4o! *o Log Off *ologoff ou!ill clic' onSystem

*his !ill"ispla the follo!ingmenu#

Hou!illthenclic' on 3o1off. *his !illlogou off thesstem0


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4o! *o Log Off 3cont064o! *o Log Off 3cont06

Hou can also logoff b clic'ing the button in the upper right corner of the screen0


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SummarSummar

*he follo!ing features !ere covere" in this course#*he follo!ing features !ere covere" in this course# 4o! to navigate using menu paths, arro!s an"4o! to navigate using menu paths, arro!s an"

transaction co"estransaction co"es 4o! to "rill "o!n4o! to "rill "o!n

4o! to move up/"o!n pages an" screens4o! to move up/"o!n pages an" screens 4o! to create multiple !in"o!s 3sessions64o! to create multiple !in"o!s 3sessions6 4o! to create a shortcut on the "es'top4o! to create a shortcut on the "es'top 4o! to create a favorite4o! to create a favorite

4o! to "o -iel" %ntr searches4o! to "o -iel" %ntr searches 4o! to get help4o! to get help 4o! to logoff4o! to logoff

sap navigation - revised apr 29 2008

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