using sap: an introduction for beginners and business users (sap press) | reading sample

Reading SampleThe selection of the book introduces you to your first SAP logon ses-sion. You’ll find instructions and guiding screenshots on how to log on and connect to the SAP server, and then how to log off. You’ll also find a descriptive tutorial that explains the areas of the SAP screens, what information those areas contain, and how that infor-mation is relevant to you.

Olaf Schulz

Using SAP: An Introduction for Beginners and Business Users389 Pages, 3rd edition 2017, $29.95 ISBN 978-1-4932-1404-4

www.sap-press.com/4155

First-hand knowledge.

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Contents

About This Book ........................................................................................ 13

Part I The SAP Enterprise

1 Brief History of the SAP Enterprise .......................... 21

1.1 Getting Started: From Realtime Financials to SAP R/3 .................. 211.2 SAP from the Turn of the Millennium to the Present ..................... 24

2 How Does SAP Software Work? ................................ 27

2.1 What Is Standard Software? .......................................................... 272.2 Adapting the SAP System to an Enterprise .................................... 282.3 What If the Standard Isn’t Sufficient? ........................................... 302.4 Orientation toward the Process ..................................................... 302.5 Real Time ....................................................................................... 312.6 Central Data: Decentralized Processing ......................................... 32

3 Overview of the Most Critical SAP Products ....... 35

3.1 Complete Package: SAP Business Suite ......................................... 353.2 The Central Component: SAP ERP ................................................. 363.3 Maintaining Customer Relationships: SAP Customer

Relationship Management ............................................................. 423.4 Optimizing Supplier Relationships: SAP Supplier Relationship

Management ................................................................................. 433.5 The Entire Lifecycle of a Product: SAP Product Lifecycle

Management ................................................................................. 443.6 For all Supply Chain Elements: SAP Supply Chain Management ... 453.7 Industry Solutions ......................................................................... 473.8 Special Software for Medium-Sized Enterprises ............................ 483.9 The Next Software Generation: SAP S/4HANA .............................. 493.10 The Technical Basis: SAP NetWeaver ............................................. 50

Contents

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Part II Basic Principles of System Operation

4 Organizational Structures and Master Data ........ 55

4.1 Organizational Structures .............................................................. 554.2 Master Data .................................................................................. 624.3 Try It! ............................................................................................ 68

5 Logging On to the SAP System ................................... 71

5.1 SAP Logon ..................................................................................... 715.2 Logging On for the First Time ....................................................... 745.3 Logging On to the System ............................................................. 775.4 The SAP Graphical User Interface .................................................. 775.5 Logging Off the SAP System .......................................................... 835.6 Try It! ............................................................................................ 84

6 Navigating in the SAP System ..................................... 87

6.1 Overview of the Navigation Options ............................................. 876.2 Navigating via the SAP Easy Access Menu .................................... 896.3 Navigating via Transaction Codes .................................................. 906.4 Entering Data in the SAP System .................................................. 946.5 Input Help ..................................................................................... 996.6 Working with Sessions .................................................................. 1006.7 Try It! ............................................................................................ 102

7 Maintaining the System Layout and User Data ................................................................................ 103

7.1 Creating Links on the Desktop ...................................................... 1037.2 Maintaining Your Own User Data ................................................. 1047.3 Creating Favorites ......................................................................... 1087.4 Prepopulating Parameters for Fields .............................................. 1137.5 Holding, Setting, and Deleting Data ............................................. 1167.6 Adapting the User Interface .......................................................... 1187.7 Try It! ............................................................................................ 120

8 Creating Evaluations and Reports ............................. 121

8.1 Using Standard Reports in the SAP System ................................... 1218.2 Finding Standard Reports .............................................................. 125

Contents

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8.3 Exporting Lists to Microsoft Excel ................................................. 1288.4 Using Variants ............................................................................... 1308.5 Other Reporting Options in SAP ERP ............................................ 1318.6 Try It! ............................................................................................. 133

9 Printing .................................................................................... 135

9.1 Overview of the Print Functions .................................................... 1359.2 Using Spool Requests .................................................................... 1379.3 Changing the Default Printer ......................................................... 1429.4 Creating Screenshots ..................................................................... 1439.5 Try It! ............................................................................................. 144

10 Automating Tasks .............................................................. 145

10.1 Background Jobs ........................................................................... 14510.2 Batch Processing (Batch Input) ...................................................... 15810.3 Try It! ............................................................................................. 166

11 Working with Messages and BusinessWorkplace .............................................................................. 167

11.1 Overview of the Business Workplace ............................................ 16711.2 Sending Short Messages ............................................................... 16911.3 SAP Business Workflow ................................................................. 17211.4 Folders .......................................................................................... 17311.5 Office Organization ....................................................................... 17411.6 Try It! ............................................................................................. 177

12 Electronic Data Interchange ........................................ 179

12.1 Overview of the Electronic Data Interchange Process ................... 17912.2 Electronic Data Interchange in Practice ......................................... 18112.3 Try It! ............................................................................................. 182

13 Using Help Functions ....................................................... 183

13.1 Field Helps and Search Windows .................................................. 18313.2 The Help Menu .............................................................................. 18613.3 Customizing the Help .................................................................... 19113.4 Try It! ............................................................................................. 193

Contents

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14 The Role and Authorization Concept ....................... 195

14.1 Authorizations ............................................................................... 19514.2 Roles ............................................................................................. 19614.3 Try It! ............................................................................................ 198

Part III Most Important Processes in the SAP System

15 Materials Management ................................................... 201

15.1 Materials Management Tasks ........................................................ 20115.2 Organizational Structures .............................................................. 20515.3 Master Data .................................................................................. 20615.4 Purchase Order .............................................................................. 21915.5 Inventory Management ................................................................. 22315.6 Invoice Verification ........................................................................ 22615.7 Automatic Material Requirements Planning .................................. 23115.8 Standard Reporting ....................................................................... 232

16 Sales and Distribution ..................................................... 235

16.1 Sales and Distribution Tasks ......................................................... 23516.2 Organizational Structures .............................................................. 23716.3 Master Data .................................................................................. 23816.4 Sales Order Processing .................................................................. 24516.5 Availability Check .......................................................................... 25116.6 Complaint Processing (Returns) .................................................... 25216.7 Standard Reporting ....................................................................... 254

17 SAP ERP Financials ............................................................ 257

17.1 Financial Accounting Tasks ............................................................ 25717.2 Organizational Structures .............................................................. 26117.3 Creating the Financial Statement and Profit and

Loss Statement .............................................................................. 26317.4 Processing Vendor Invoices ........................................................... 26717.5 Processing Customer Invoices ....................................................... 27717.6 Evaluation ..................................................................................... 282

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18 Controlling .............................................................................. 287

18.1 Controlling Tasks ........................................................................... 28718.2 Organizational Structures .............................................................. 29218.3 Overhead Cost Controlling ............................................................ 29318.4 Product Cost Controlling ............................................................... 29918.5 Profitability Analysis ...................................................................... 30318.6 Evaluations .................................................................................... 307

19 Human Resources ............................................................... 309

19.1 Tasks in Human Resources ............................................................ 30919.2 Organizational Management ......................................................... 31119.3 Recruitment ................................................................................... 31419.4 Personnel Administration .............................................................. 31819.5 Talent Management ...................................................................... 32119.6 Time Management ......................................................................... 32219.7 Payroll ........................................................................................... 32419.8 Standard Reporting ....................................................................... 326

20 Case Study .............................................................................. 329

20.1 The Sample Business ..................................................................... 33120.2 The Enterprise Structure ................................................................ 33120.3 Creating a Material Master Record ................................................ 33320.4 Creating Vendor Master Records ................................................... 33520.5 Creating Purchasing Info Records .................................................. 33620.6 Creating a Purchase Order ............................................................. 33720.7 Receiving Goods ............................................................................ 33920.8 Verifying an Invoice ....................................................................... 34120.9 Displaying Open Items (Optional) ................................................. 34220.10 Posting Outgoing Payments .......................................................... 34320.11 Creating a Customer Master .......................................................... 34520.12 Adding Sales Data to the Material Master Record ........................ 34620.13 Creating Conditions ....................................................................... 34820.14 Creating a Standard Order ............................................................. 34920.15 Delivering and Issuing Goods ........................................................ 35020.16 Creating an Invoice ........................................................................ 35120.17 Posting Incoming Payments .......................................................... 352

Contents

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AppendicesA Abbreviations ..................................................................................... 357B Glossary ............................................................................................. 359C Buttons, Key Combinations, and Function Keys .................................. 369D The Author ......................................................................................... 375

Index ......................................................................................................... 377

Reading SampleThe selection of the book introduces you to your first SAP logon ses-sion. You’ll find instructions and guiding screenshots on how to log on and connect to the SAP server, and then how to log off. You’ll also find a descriptive tutorial that explains the areas of the SAP screens, what information those areas contain, and how that infor-mation is relevant to you.

Olaf Schulz




“Logging On to the SAP System”

Contents

Index

The Author

https://www.sap-press.com/using-sap_4155/#utm_source=readingsample&utm_campaign=SlideShare%20Social&utm_medium=social&utm_content=1404

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Kapitel 5 5 Logging On to the SAP System

The previous chapters provided basic knowledge of the SAP system anddescribed organizational structures and master data. This chapter beginswith a description of SAP system operation.

In this chapter, you’ll learn the following:

� How to connect with the server using SAP Logon

� How the SAP screen is structured

� How to log on and off from the SAP system

� Which information is provided in the status bar

5.1 SAP Logon

You probably have several links to applications you use frequently on yourdesktop, such as Microsoft Word or Microsoft Outlook. After your SAPadministrator completes the installation of the SAP GUI, you’ll find an iconfor SAP Logon on your desktop, too (Figure 5.1).

Figure 5.1 SAP Logon

Establishing a Connection to the SAP System

Using the SAP Logon, your Windows PC establishes a connection to the SAPsystem via the network when you carry out the following steps:

a Double-click the SAP Logon icon on your desktop to start SAP Logon, orgo to the Windows Start menu and choose Start � Programs � SAP FrontEnd � SAP Logon.

5 Logging On to the SAP System

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b The configured SAP systems are displayed in the Systems tab of theopened SAP Logon. To log on to the required system, select the name (inthis case, PROD for production system), and click the Log On button(Figure 5.2).

Figure 5.2 Selecting System for Logon

A logon screen is displayed if SAP Logon can establish a connection tothe SAP system (Figure 5.3).

Figure 5.3 SAP Logon Screen

NO

TE Different SAP Systems in the Enterprise

Most businesses deploy various SAP systems besides the one that youuse in your daily work. Figure 5.2 also shows the development system(DEV) and the test system (TEST).

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5.1 SAP Logon

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To log on to the SAP system, you need the following information:

� Client number

� User

� Password

In SAP Logon, you not only have the option to log on to the system, but youcan also change the parameters or add a connection to a new SAP system. Todefine a new system in SAP Logon, you need some SAP system parameters.

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TE Settings in SAP Logon

The SAP administrator for your business can provide the parameters foran SAP system. Not every user is authorized to change these parame-ters or add new systems on his PC. Under Microsoft Windows, youneed write authorizations for the saplogon.ini file in the Windows sys-tem directory.

Configuring Connection Settings for the SAP System

After you’ve logged on to SAP Logon, you can check, change, or add a con-nection. For example, you might need to access another system for specificreasons, or the parameters of a test system are changed. To add a connection,follow these steps:

a You can adjust the settings of a new system via the Edit button. Thenclick the Next button. You need the respective authorization on yourPC.

b Various parameters for the system connection are available. The follow-ing fields are mandatory (Figure 5.4):

– Description: Provide an alphanumeric description for the user.

– Application Server: Provide the IP address or Domain Name System(DNS) name.

– Instance Number: Provide a two-digit number.

– System ID: Provide a three-digit, alphanumeric ID.


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Figure 5.4 System Connection Parameters

Whether the SAProuter String field must be filled in depends on the net-work infrastructure. Here you need to enter the IP address or the DNSname.

c After you’ve changed the parameters, click OK.

The connection information is now stored in your SAP system. The follow-ing sections show how to log on to the SAP system.

5.2 Logging On for the First Time

The steps for your initial logon vary from subsequent logons. Initial logoncan mean that you want to log on to the system for the first time (e.g., if youhave a new employer) or after you receive a new password.

The initial logon requires the following information, which is usually pro-vided by the SAP administration team:

� Client

� User

� Password

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The client (three-digit numeric key) is mandatory. Your user account is cli-ent-dependent. For example, if you want to log on to the test system, youneed a different client than for the logon to the production system. An enter-prise may have various clients for different tasks.

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TE Password Rules

SAP standard has the following essential rules for passwords:

� The password can be in letters, numbers, and special characters.

� The password must have a length between 3 and 40 characters; thestandard system requires a minimum length of 6 characters.

� The first character of the password must not be a question mark orexclamation point.

� The first three characters must differ from those of the user and mustnot be three identical characters.

� None of the first three characters can be a blank space.

� The password must not be SAP* or PASS because these are reservedfor SAP.

� The password must differ from the previous five passwords.

The password is case-sensitive and isn’t visible after you enter it. For the ini-tial logon or if you’ve forgotten your password, the administrator providesyou with an initial password. You can use this password only once and mustimmediately change it after successful logon.

To log on to the system and change your password for the first time, followthese steps:

a Start SAP Logon by double-clicking the icon on your Windows desktopor via the Start menu.

b SAP Logon is opened. Check that you’re on the Systems tab.

c Select the desired System Entry, and then click the Log On button. Whenyour PC successfully establishes a connection to the SAP system via thenetwork, the logon screen is displayed.

d Enter the logon data that you received from your system administrator ortrainer in the logon screen. Specify EN in the Language field (Figure 5.5).


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Figure 5.5 Setting the Language Field

e Make sure that you enter the logon data exactly as you received it. Thesystem is case-sensitive and doesn’t permit any errors, especially if secu-rity is concerned. If you’re sure that you’ve entered all data correctly,click the Next button or press (Enter).

f You’ve logged on to the system successfully! Next, the system promptsyou to enter a new password. If the message Enter a new password is dis-played, click OK to confirm the message.

g Enter the new password twice, once each in the New Password andRepeat Password fields. The characters aren’t visible during entry (Figure5.6).

Figure 5.6 Entering the New Password

h Confirm your entry by pressing (Enter) or clicking the Next button.

The new password is now defined in the system.

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5.4 The SAP Graphical User Interface

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TIP Defining the Logon Language

Chapter 7 describes how to define the logon language in the system sothat you don’t have to specify it each time you log on.

5.3 Logging On to the System

If you want to log on to the SAP system after the initial logon (perhaps whenyou start your usual workday in the morning), follow these steps:

a In SAP Logon, select the system to which you want to log on. Then clickthe Logon button.

b Enter your client’s name in the Client field.

c Enter your username in the User field.

d Enter your Password.

e Specify EN in the Language field.

f If all entries are correct, click Next .

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TE Incorrect Password

If you’ve entered the password incorrectly three times in a row, logon isclosed. Fortunately, you can restart logon immediately. If you’veentered the password incorrectly five times, the user is locked. The lockexpires after a maximum of 24 hours. The locked user can be unlockedby the SAP administrator at any time, although a new initial passwordmust be assigned.

The next section discusses the user interface of the SAP system, which youcan view after the logon.


SAP GUI is the user interface in which you work; it displays the applicationsthat run on the server on your PC. After successful logon to the system, thescreen shown in Figure 5.7 is displayed.


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Figure 5.7 SAP Easy Access (Initial Screen after Logon)

You can conveniently navigate to the desired application via the user menu,SAP Easy Access menu.

The SAP screen contains many buttons and fields. The following sectiondetails the various areas of the SAP GUI that will help you better orient your-self to SAP in your daily work. The elements that you can click in the SAPscreen are indicated in Bold in this book.

Menu Bar

The menu bar is located at the top of the screen (Figure 5.8). The menus dis-played depend on the respective application (transaction) and the level atwhich you’re located within the application. The menu items System andHelp are always available in the menu bar regardless of the transactionyou’re working on.

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Figure 5.8 Menu Bar

You can call the menu items by clicking them. They may contain submenus.By clicking , you can activate a menu that offers the following functions:

� Restore

� Move

� Change size

� Minimize

� Maximize

� Close

� Create session

You can find the buttons for minimizing, maximizing, and closing the win-dow on the right-hand side of the menu bar; these are listed in Table 5.1.They are comparable with the buttons you already know from MicrosoftWindows.

Standard Toolbar

The standard toolbar is located below the menu bar (Figure 5.9). It containsicons for the most important functions, such as Save and Cancel. The buttonsare displayed in all screens; inactive buttons are grayed out, and you canonly use the buttons that are displayed in color. If you move the mousepointer over the button without clicking it, the system displays brief infor-mation about the function, which is also referred to as tooltip.

Button Name Use

Minimize The application window is minimized and displayed at the bottom of the screen. Its size is restored by clicking it.

Maximize The application window is displayed in its full size.

Close The open application window is closed.

Table 5.1 Sizing Icons in the Menu Bar


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Figure 5.9 Standard Toolbar

Some functions can also be called via the function keys, which are located atthe top of your keyboard ((F1) through (F12)). Remember that some functionkeys have different settings, depending on the application. Table 5.2 lists themost essential buttons and function keys.

Button Key/Key Combination

Name Use

(Enter) Next Confirm the entered selected data; this is not a save function.

(Ctrl)+S) Save Save changes; this is the same function as Save in the Edit menu.

(F3) Back Go back to the previous screen.

(Shift)+(F3) Exit Close a transaction with-out saving the data or changes.

(F12) Cancel Cancel transaction; this is the same function as Can-cel in the Edit menu.

(Ctrl)+(P) Print Print a document or list.

(Ctrl)+(F) Search Find a value in a list.

– Create a new session

Open a window with a new session.

– Create a link

Create a new link in the SAP GUI.

Table 5.2 Most Essential Buttons of the Standard Toolbar

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For information on working with sessions, refer to Chapter 6. To learn moreabout links and adaptations of the local layout, read Chapter 7. The helpfunction is described in Chapter 13.

Title Bar

The structure of the title bar always depends on the transaction you use(Figure 5.10). It can also contain other buttons in addition to the respectivetransaction name.

Figure 5.10 Example of a Title Bar

(F1) Help Display descriptions on a field on which the cursor is positioned.

(Alt)+(F12) Adjust local layout

Enable user-specific set-tings of the display options.

Button Key/Key Combination

Name Use

Table 5.2 Most Essential Buttons of the Standard Toolbar (Cont.)


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Command Field

You can navigate in the SAP system without a mouse by using the SAP EasyAccess menu via the keyboard. This way, you can start transactions bydirectly entering the transaction code in the command field, as shown inFigure 5.11 (see also Chapter 6).

Figure 5.11 Command Field

Status Bar

The status bar is located at the bottom of the screen and extends over theentire screen width. On the left side, you can see an area that displays systemmessages. The right side displays four fields that provide current informationon the system’s status.

By clicking the Help button in the first status field, you get various piecesof information on the system and client you’re working with. The status barindicates which program and transaction are currently active. You also findinformation on the response and interpretation time of the SAP system(Figure 5.12).

Figure 5.12 Information in the Status Bar

Table 5.3 describes the most essential information available in the status bar.

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5.5 Logging Off the SAP System

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In the second status field (Figure 5.13), you can view the name of the serverto which you’re connected (here, sap1).

Figure 5.13 Additional Information in the Status Field

The third status field shows whether you’re in overtype mode (OVR) or ininsert mode (INS) (refer to Figure 5.13). If OVR is set, you overwrite theexisting data on the right side of the cursor when you enter data; if INS is set,you add or insert data. You can toggle between the modes by clicking thisfield.

The next section describes how to exit the SAP system.

5.5 Logging Off the SAP System

You have several options for terminating the SAP GUI. One option is to fol-low these steps:

Description Explanation

System System and client to which you’re currently logged on

Client Client

User Logon name

Program Program that is currently active

Transaction Transaction that is currently active

Response Time Time in milliseconds in which the SAP system responds

Interpretation Time Time in milliseconds in which commands to the system are executed

Round Trips/Flushes Connections to one or more SAP systems

Table 5.3 Status Bar Information


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a Click the button at the top left, and select the Close menu item orpress (Alt)+(F4), as shown in Figure 5.14.

Figure 5.14 Navigating to the Close Menu Item

b Confirm the Unsaved data will be lost. Do you want to log off? messageby clicking Yes (Figure 5.15).

Figure 5.15 Confirming Log Off

Alternatively, you can log off as follows:

a Click the Close button at the top right.

b Confirm the Unsaved data will be lost. Do you want to log off? messageby clicking Yes.

The message that unsaved data will be lost is displayed at every logoff forsecurity reasons.

This chapter described how to log on to and log off from the SAP system.With SAP Logon, you can configure a connection to an SAP system or startthe connection setup. To log on to an SAP system, you require a client, user,and password. Specifying a logon language is optional. SAP GUI is installedon your PC and enables interaction with the system. Chapter 6 presents theoptions available for navigation and data entry in the SAP system.

5.6 Try It!

Exercise 1

Describe how to establish a connection to the SAP system.

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5.6 Try It!

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Exercise 2

Which information is mandatory for logging on to the system and whichinformation is optional?

Exercise 3

Which of the following are valid passwords?

� SAP*

� q7

� meier#1

� demo#2010

� swordfish

Exercise 4

What do you enter in the command field to terminate a session withoutquery?

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Index

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ABAP.............................................. 52, 359ABAP List Viewer � ALVABAP report generator ......................... 132Access to data and functions ................ 195Accounting............................................. 38Accounting data ................................... 239Accounting document .................. 225, 228Accounts Payable accounting .............. 267,

268, 359Accounts receivable accounting.... 277, 359Activity type................................. 295, 359Actual cost............................................ 289Adapt user interface ............................. 118Adaptability............................................ 27Adjust local layout.................... 81, 98, 118ALV...................................................... 122ALV grid control .................................. 122

navigation option............................... 124Applicant data ........................................ 40Applicant master record....................... 316Applicant portal ................................... 316Application basis .................................... 51Application help................................... 187Application layer .............................. 23, 32Application server .................................. 51Area menu ........................................... 106Article .................................................. 207Assembly processing .............................. 41Asset accounting .................................. 359Assets ................................................... 258Authentication ..................................... 359Authorization ............................... 195, 359

concept ...................................... 196, 312profile ............................................... 197

Automation .......................................... 145Availability check ......................... 236, 251Average price

moving .............................................. 301

B

Back ..................................................80, 98Background job.............................145, 359

create.................................................146start ..................................................154

Background processing .................145, 359BAdI .....................................................359BAPI......................................................359Basic List...............................................123Basis........................................................52Batch input ...................................158, 168

create.................................................159edit ....................................................165process ...............................................163processing mode..................................165session overview ..................................163

Batch processing � Batch inputBill of material ......................................300Business Add-In � BAdIBusiness Application Programming

Interface � BAPIBusiness area ................................261, 359Business Explorer .................................365Business Intelligence.......................51, 359Business partner ...................................359Business process .............................30, 359Business transaction..............................263Business Workplace ..............167, 169, 359BusinessObjects ......................................25Button.............................................97, 370

general function .................................371report ................................................373standard toolbar.................................370

C

Cancel .........................................80, 95, 98Capital ..................................................258Case study.............................................329

enterprise structure.............................331sample business ..................................331

CATS.............................................324, 360Change size.............................................79

Index

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Change the default printer ................... 142Characteristic ....................................... 303Chart of accounts ......... 259, 262, 263, 359Checkbox ............................................... 98Clarification case .................................... 39Client ............. 32, 57, 58, 73, 74, 205, 359Client-server architecture ......... 23, 32, 360Clipboard ....................................... 97, 116Close ................................................ 79, 84Closing operation................................. 277Cloud computing ................................... 49CO.................................. 36, 230, 287, 360

CO-OM.............................................. 293CO-PA ............................................... 303CO-PC ............................................... 299

Command field ................................ 82, 91Company code ........................ 57, 58, 205,

261, 292, 360Complaint .................................... 237, 252Compliance .......................................... 360Component ............................................ 36Condition..................................... 237, 244

create ................................................ 348Condition master record ...................... 244Condition type ..................................... 244Connection setting ................................. 73Connection to the SAP system

change................................................. 73check ................................................... 73

Consolidation....................................... 360Consumable material ........................... 219Contribution margin accounting � Variable

costingControlling..................... 38, 230, 287, 360

operational ........................................ 288strategical ......................................... 288

Controlling area ................... 292, 297, 360Copy ...................................................... 95Corporate governance .................... 39, 287Cost accounting...................................... 39Cost assignment ................................... 287Cost center ................................... 294, 360Cost Center Accounting........................ 294Cost center group................................. 295Cost Element........................................ 297Cost element ................................ 263, 360

primary............................................. 298secondary .......................................... 298

Cost objects ..........................................289Cost planning .......................................287Costs .....................................................287Country version....................................324Create a customer master .....................345Create a purchasing info record............336Create a screenshot...............................143Create a vendor master record..............335Create delivery .....................................247Create favorites

drag and drop ....................................108via the menu bar ................................108via the right mouse button ..........109, 110

Create PDF............................................139Create screenshot .................................143Creating favorites .................................108Creating support message.....................191Credit ...................................................361Credit standing check .............................39Cross-Application Time Sheet � CATSCS ...........................................................37Custom development..............................30Customer ......................................239, 277Customer account .................................250Customer inquiry..........................235, 245Customer master record ...............239, 277Customer Relationship Management �

SAP CRMCustomer Service......................41, 42, 360Customizing..............................28, 56, 360Cut..........................................................95

D

Datadelete .................................................116hold ...................................................116set .....................................................116

Data medium exchange ........................325Data protection.............................196, 318Data warehouse ..............................51, 360Database .........................................23, 360Database layer ..................................23, 32Date format ..........................................106Debit ....................................................361Debits and credits.................................259Debts ....................................................258

Index

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Decimal notation.................................. 106Default value ................................ 106, 113Delete data ........................................... 116Delivery ............................... 236, 247, 248

implement ......................................... 350Delivery blocks .................................... 277Delivery date........................................ 251Delivery � Outbound deliveryDemand determination ........................ 202Desktop link........................................... 71Development system.............................. 72Dialog Window...................................... 99Direct cost ............................................ 293Display field ........................................... 96Display open items............................... 342Display technical names ......................... 88Distribution channel .................... 238, 361Division........................................ 238, 361Document .................................... 225, 237Document number ............................... 249Document principle ............................. 361Document type .................................... 260Double-entry accounting.............. 259, 361Drilldown Reporting ............................ 132Dunning............................................... 277

E

EC .................................................. 37, 361EDI............................... 137, 146, 179, 361EHS ........................................................ 37Electronic Data Interchange � EDI ...... 361Employee integration............................. 51Employee Self-Service � ESSEnhancement package............................ 25Enter a sales order................................ 246Enter data............................................... 94Enterprise Controlling.......................... 361Enterprise Resource Planning............... 361Enterprise resource planning ................. 24Enterprise-specific area menu .............. 106ERP Central Component....................... 361ERP system............................................. 24ESS ......................................... 40, 324, 361Evaluation ............ 121, 232, 254, 307, 326Exit......................................................... 80Export list............................................. 128

Extensibility............................................27External accounting � financial accounting

F

F00 help ...............................................370F01 help .................................98, 183, 370F03 key.................................................370F04 help ...........................96, 99, 183, 185F05 key.................................................370F06 key.................................................370F1 help ...........................................98, 183F12 key.................................................370F3 key...................................................370F4 help .............................96, 99, 183, 185F5 key...................................................370F6 key...................................................370Favorites

delete .................................................112display at end of list .............................89display favorites only ............................88display in the SAP Easy Access menu .....88export ................................................112file .....................................................111import ...............................................112program.............................................111transaction.........................................108website...............................................110

FI ............................................36, 230, 365FI-AP.....................................................268Field .......................................................96Field group � Screen areaField help..............................................183Field value ..............................................96FI-GL.....................................................263Financial accounting .................36, 38, 230Financial service provider.......................47Financial statement.........39, 258, 263, 361Financial Supply Chain Management �

FSCMFixed cost .............................................289Folder

close .....................................................89open.....................................................89

Folder content list.................................173Folder tree ............................................173Folders..................................................173

Index

380

FSCM ............................................. 36, 361Full cost ............................................... 289Function key ............................ 80, 98, 370

G

G/L account.................................. 263, 366General ledger.............................. 259, 263General Ledger Accounting.................. 263Glossary ............................................... 188Go to menu............................................ 95Goods issue.................................. 223, 236Goods movement................................. 223Goods receipt....................... 202, 204, 223

post ................................................... 224Governance, Risk, and Compliance � GRCGR/IR account ...................................... 230Graphical User Interface � SAP GUIGraphical user interface � SAP GUIGRC...................................................... 361Group box � Screen area

H

Handling of payments .......................... 204Hard copy ............................................ 143Help ............................................... 81, 183Help Menu........................................... 186Help setting.......................................... 191Hire employee...................................... 309Historical data ...................................... 318Hold data ............................................. 116HR area ................................................ 361HR department..................................... 309HR master data............................. 309, 318Human capital management................. 361Human Resources................................... 39Human resources ................................... 37

I

IBM DB2 ................................................ 23IDES............................................... 16, 361IDoc ..................................................... 179IMG ............................................... 28, 362

Immediate output.................................135Implementation Guide............................28Implementation Guide � IMGImplementation project ....................22, 28Incoming payments ..............................277Incorrect password .................................77Indicator � CheckboxIndustry solution ......................27, 47, 362Information field ....................................96Information integration ..........................51Information system ......................282, 326InfoSet Query .......................................132Infotype..........................40, 313, 318, 362Initial logon ............................................74In-memory computing............................32Input field...............................................96Input help.......................................96, 183Input help � Value helpInsert ......................................................95Insert mode ............................................83Integration..............22, 23, 25, 27, 50, 362Intermediate Document � IDocInternal Accounting � ControllingInternal order ...............................296, 362Internet ..................................................24Inventory..............................................223Inventory Management .................41, 204,

223, 362Investment .............................................39Investment Management ......................362Invoice..................................................249

verify .................................................341Invoice document.................................228Invoice verification................41, 202, 204,

226, 362GR-based............................................227PO-based............................................227without purchase order reference.........227

Invoicing ......................................236, 249Issue goods ...........................................350

J

Java ........................................................52Job........................................................312Job class ...............................................151Job name ..............................................151

Index

381

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

Job � Background jobJob Wizard................................... 146, 149

K

Kanban................................................... 41Key (organizational unit) ........................ 57Key combination ............................ 95, 369

activate entry in list ........................... 369activate selected element ..................... 369Cancel actions step by step .................. 369change line ........................................ 369copy .................................................. 369copy line ............................................ 369cut .................................................... 369cut line .............................................. 369delete................................................. 369delete line .......................................... 369duplicate line ..................................... 369go to menu ........................................ 369insert................................................. 369move line downward .......................... 369move line upward............................... 369navigate in the list of selectable

entries............................................ 369navigate to next element..................... 369navigate to next group ....................... 370navigate to previous element............... 370navigate to previous group ................. 370refresh SAP Easy Access menu............. 370repeat................................................ 369replace............................................... 369search................................................ 369select all............................................. 369undo.................................................. 370

Key Performance Indicator........... 288, 362Knowledge Management................ 51, 362KPI � Key performance indicator

L

Language ................................................ 75Large computer system .......................... 21Ledger .................................................. 362LES....................................................... 362Liabilities.............................................. 258

Linkcreate...........................................80, 103transaction.........................................103

Liquidity .................................................39LIS ................................................132, 362Local area network .................................33Log off ....................................................84Log off from the SAP system...................84Log on to SAP system .............................73

initial logon..........................................74Log on to the SAP system

after initial logon .................................77Logistics....................................37, 40, 201Logistics Execution System ...................362Logistics Information System................362Logistics Information System � LISLogon .....................................................73Logon language

change ...............................................105define...................................................77

Logon name............................................73

M

Maintain user data........................104, 115Make-to-order production ......................41Manage applicant data ..........309, 314, 364Manage appointment............................175Manager Self-Service ............................362Manufacturing industry ..........................47Marketing ...............................................43Mass data transfer.................................158Master data.....................62, 206, 238, 362Master data management........................51Material ........................................207, 300Material calculation ..............................301Material document ...............................225Material master...............................63, 206Material master data ...............................41Material master quality...........................68Material master record .........................241

add sales data ....................................346create.................................................333

Material number...................................207Material requirements planning ...........363Material type ........................................207Material valuation...................................41

Index

382

Materials Management ................. 41, 201, 268, 363

Materials management......................... 201Maximize ............................................... 79Measure for further training ................ 322Menu bar ......................................... 78, 79Menu item

Help .................................................... 78System................................................. 78

Message control ................................... 237Microsoft Excel .................................... 128Microsoft SQL Server ............................. 23Microsoft Windows Explorer............... 108Minimize ............................................... 79MM.............................. 201, 251, 268, 363

IM..................................................... 223IV ............................................. 226, 362

MM-PUR................................................ 37Mobile application ................................. 43Mobile device .................................. 43, 51Module � ComponentMove...................................................... 79Movement type.................................... 223Moving average price................... 212, 301mySAP ERP ............................................ 25mySQL ................................................... 23

N

Navigate in the list of selectable entries ................................................ 95

Navigate to next element ....................... 95Navigate to next screen area .................. 95Navigate to previous element................. 95Navigate to previous screen area............ 95Navigation.............................................. 82

SAP Easy Access menu.......................... 89tab ...................................................... 96transaction code................................... 90

New general ledger ................................ 38Next ....................................................... 80

O

Office organization............................... 174OM ........................................................ 37

On-demand solution...............................48One-time account .........................268, 363Online processing.................................145Operating concern........................292, 363Operating profit....................................304Optional field .........................................96Oracle .....................................................23Order � Sales orderOrder type ............................................236Organization chart ..........................55, 311Organizational Management...40, 309, 311Organizational structure ........55, 205, 237,

261, 292, 363Organizational unit................56, 205, 237,

292, 312Output control......................................156Output device .......................................106Output request .....................................136Overhead cost...............................289, 293Overhead Cost Controlling ...291, 293, 363Overhead costs

direct .................................................293indirect ..............................................293

Overhead Management � Overhead cost controlling

Overwrite mode .....................................83Own user data

address ..............................................104department ........................................104email address .....................................105name .................................................104telephone number ...............................105title....................................................104

P

P&L.................................39, 258, 263, 363Parameter ...............................91, 106, 113Parameter ID ................................113, 115Password ..................................73, 74, 105

change .................................................75incorrect...............................................77rules ....................................................75

Payment ...............................................237Payment targets ....................................277Payment transaction ...............................39Payroll ....................40, 309, 310, 324, 363

Index

383

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

Performance accounting......................... 39Performance Assistant .......................... 192Person .................................................. 313Personnel action................................... 318Personnel Administration ...... 40, 310, 363Personnel administration ............. 309, 318Personnel Development ......... 40, 310, 321Personnel development........................ 310Personnel Planning and

Development.................................... 363Personnel Time Management............... 363Personnel Time Planning � Time

ManagementPicking ................................................. 236Placeholder .......................................... 127Plan version ......................................... 312Planned cost ......................................... 289Plant............................... 58, 205, 292, 363Plant Maintenance ............................... 363Plausibility check.................................. 320PM ................................................. 37, 363Popup � Dialog windowPosition ........................................ 309, 312Post an incoming payment ................... 352Post an outgoing payment.................... 343Posting ................................................. 260PP............................. 37, 41, 251, 300, 363Prepopulate field.................................. 113PReq............................................. 202, 364Presales phase ...................................... 235Presentation layer ............................ 23, 32Pricing.................................................. 237Print ............................................... 80, 106Print function � PrintingPrint output device............................... 139Print preview of an invoice .................. 250Printer setup ........................................ 142Printing ................................................ 135Process integration................................. 51Processing industry ................................ 47Procurement ........................................ 201Product calculation � Material calculationProduct Cost Controlling...... 291, 299, 363Product costing � Product Cost ControllingProduct documentation.......................... 44Product lifecycle � SAP PLMProduct portfolio management .............. 44

Production..............................................41development ...................................41, 44order....................................................41planning ............................................251planning and control ....................37, 300system ..................................................72

Production Planning ...............41, 300, 363Production Planning and Control .........363Profit ............................................287, 303Profit and loss statement � P&LProfit center accounting........................363Profitability Analysis.....................291, 303Program directory.................................126Programming..........................................30Project management ...............................44PS ...................................................37, 366Public administration..............................47Purchase ...............................................364Purchase order..............................202, 219

change ...............................................220create.................................220, 221, 337display ...............................................220handling ............................................203monitoring .........................................203

Purchase requisition � PReqPurchasing ................41, 43, 201, 204, 268Purchasing group..............57, 59, 205, 364Purchasing information record .............216Purchasing organization....57, 59, 205, 364

Q

QM � Quality ManagementQualification .........................................322Quality inspection stock .......................223Quality Management ......................37, 364Quantity structure ................................301QuickViewer.........................................132Quotation .....................................235, 245

R

Radio button...........................................98RE ...................................................37, 364Real Estate Management.......................364Real time.............................22, 31, 32, 263

Index

384

Real-time processing ........................ 22, 27Receivable ............................................ 277Receivables account ............................. 260Receivables management ............... 39, 277Receive goods ...................................... 339Reconciliation account ......... 260, 263, 364Recording overview ............................. 162Recruitment ........... 40, 309, 310, 314, 364Relational database................................. 23Release notes........................................ 189Repetitive manufacturing ....................... 41Report .......... 121, 145, 232, 254, 282, 307

create ................................................ 121export................................................ 128program directory .............................. 126SAP Easy Access menu........................ 127search................................................ 125variant ...................................... 126, 130

Report Painter ...................................... 132Report Writer � Report PainterReporting � Create reportRequired entry field ............................... 96Resource management ........................... 44Restore................................................... 79Retroactive accounting ......................... 325Return.......................................... 237, 252Return on Investment � ROIRevenue ............................................... 287RF .......................................................... 21RFID....................................................... 46ROI ...................................................... 364Role...................................................... 196Routing ................................................ 300

S

Sales and Distribution ............. 41, 43, 235, 277, 292, 364

Sales area ..................................... 238, 292Sales data ............................................. 239Sales order ................................... 236, 246Sales order processing.......................... 245Sales organization ........................ 238, 364SAP

enterprise history ................................. 21founders .............................................. 21

SAP abbreviation.................................... 36

SAP acronym � SAP abbreviationSAP Advanced Planning and Optimization

� SAP APOSAP APO.........................................46, 365SAP Auto-ID Infrastructure.....................46SAP BEx................................................132SAP Business All-in-One .................48, 365SAP Business ByDesign...................48, 365SAP Business Explorer � SAP BExSAP Business One ...........................48, 365SAP Business Suite..........................35, 365SAP Business Warehouse � SAP BWSAP Business Workflow................172, 365SAP BusinessObjects.............................132SAP BW ..................................51, 132, 365SAP Community Network.....................190SAP CRM ..........................35, 42, 360, 365SAP Customer Relationship Management �

SAP CRMSAP documentation � SAP LibrarySAP EAM � PMSAP Easy Access menu............78, 365, 366

adapt...................................................88close all folders .....................................90display transaction codes ......................88navigation............................................89report ................................................127

SAP Enterprise Asset Management � Plant Maintenance

SAP Enterprise Portal............................365SAP ERP..............................25, 35, 36, 365SAP ERP 6.0............................................25SAP ERP Corporate Services ...................36SAP ERP Financials ...................36, 38, 324SAP ERP Financials (FI).........................365SAP ERP HCM ..........36, 39, 309, 361, 365

PA .......................................................37PD .......................................................37PE .......................................................37PT......................................................367RC .......................................................37

SAP ERP Human Capital Management � SAP ERP HCM

SAP ERP Operations ...............................36SAP Event Management .........................46SAP Extended Warehouse

Management .......................................45SAP Fiori...............................................366

Index

385

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

SAP General Ledger Accounting........... 366SAP GUI ............................. 23, 38, 77, 361SAP HANA ..................................... 32, 366SAP Help Portal ............................ 188, 190SAP help � SAP Help PortalSAP HR � SAP ERP HCMSAP Human Resources ......................... 309SAP LES.................................................. 37SAP Library .......................................... 187SAP List Viewer � ALVSAP Logon.............................................. 71

setup ................................................... 71SAP MaxDB............................................ 23SAP NetWeaver........................ 25, 50, 366SAP NetWeaver Application Server...... 366SAP NetWeaver MDM ......................... 366SAP NetWeaver PI................................ 366SAP NetWeaver Portal............................ 51SAP NetWeaver XI � SAP PISAP PI .................................................. 366SAP PLM .................................. 35, 44, 366SAP Process Integration � SAP PISAP Product Lifecycle Management � SAP

PLMSAP Project System .............................. 366SAP Query............................................ 132SAP R/1 .................................................. 22SAP R/2 .................................................. 23SAP R/3 .......................................... 25, 366SAP S/4HANA ...................................... 366SAP SCM .................................. 35, 45, 367SAP SEM .............................................. 366SAP Service Marketplace .............. 190, 366SAP Solution Manager.......................... 366SAP SRM .................................. 35, 44, 366SAP Strategic Enterprise Management �

SAP SEMSAP Supplier Relationship Management �

SAP SRMSAP Supply Chain Management � SAP SCMSAP Supply Network Collaboration........ 46SAP Support Portal............................... 190SAP Transportation Management........... 46SAP Travel Management ...................... 310Save........................................................ 80Scalability............................................. 367Screen area............................................. 96SD .......................................... 37, 235, 277

Search .......................................80, 95, 185Search pattern...............................100, 186Search recipient ....................................170Search report name...............................146Search window .....................................185Select all..................................................95Select applicants ...................................317Selection criterion.........................126, 130Send message........................................169Send short messages .............................169Separation of duties ..............................196Server .....................................................32Service ....................................................43Service-Oriented Architecture � SOAServices industry.....................................47Session..................................................100

close ...................................................101create.....................................79, 80, 100overview.............................................163permitted number...............................101system performance ............................101toggle .................................................100

Session � Batch input sessionSet data .................................................116Set up auto reply...................................175Shipping point ......................................238Short profile .........................................317Show or hide the SAP logo .....................88Smartphone ............................................43SMB..................................................25, 48SOA ......................................................367Social Security contribution..................324Solvency .................................................39Source determination ...........................203Spool file ..............................................136Spool request........................................157Spool system.........................................135Standard order......................236, 246, 349Standard report � ReportStandard reports ...................................125Standard software.............................22, 27Standardization.......................................27Status bar................................................82

transaction code ...................................94Stock

blocked ...............................................223quality inspection ...............................223unrestricted use ..................................223

Index

386

Stock material ...................................... 219Stock overview..................................... 225Stock transfer ....................................... 223Stock type ............................................ 223Storage location ..... 59, 205, 238, 292, 367Structural organization......................... 311Subledger ..................................... 259, 268Supplier relationship.............................. 43Supplier Relationship Management � SAP

SRMSupply chain .......................................... 40Supply Chain Management � SAP SCMSybase .................................................... 25System connection ................................. 73System message ..................................... 82System status.................................. 82, 147System toolbar ....................................... 79

T

T account ............................................. 259Tablet PC................................................ 43Tabs ....................................................... 96Talent Management � Personnel

developmentTaxes.................................................... 324Terms of payment ................................ 214Test system ............................................ 72Three-layer concept................................ 23Time cards............................................ 323Time constraint .................................... 320Time format ......................................... 106Time Management ......... 40, 311, 322, 367Time recording..................................... 323

negative recording.............................. 323positive recording ............................... 323

Time recording system......................... 323Title bar ................................................. 81TM ......................................................... 37Toolbar � System toolbarTooltip ............................................. 79, 97TR .................................................. 36, 367Tracking ................................................. 46Training and Event Management ........ 311,

321, 367Transaction

cancel .................................................. 98

Transaction (Cont.)CK11N...............................................301FK01 .................................................268KE30 .................................................304Ko01 .................................................296KS01 .................................................294MCTA ................................................254MCTC ................................................255MCTE ................................................255ME11 ................................................217ME21N..............................220, 221, 243ME22N..............................................220ME23N..............................................220ME2L ................................................232ME51N......................................202, 221MIGO ................................224, 225, 243MIRO ................................................227MM01 ...............................................207MMBE .......................................225, 249MMH1 ..............................................241PA20 .................................................321PA40 .................................................319PB20 .................................................316PBAP .................................................315PC00_M99_CALC_SIMU ....................326PPOCE ...............................................313S_ALR_87012186 ..............................282SBWP ................................................168SM35.................................................159SM36.................................................149SM59.................................................180SU01 .................................................197SU3 ...................................104, 115, 184VA01.................................246, 251, 253VA11.................................................245VA21.................................................246VD03.................................................113VF01 .................................................249VF03 .................................................250VF31 .................................................250VK11 .................................................244VL01N...............................................247VL02N...............................................248WE05 ........................................180, 182WE19 ................................................180WE20 ................................................180WE21 ................................................180WE60 ................................................180

Index

387

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

Transaction (Cont.)XD01 ................................................ 239XK01 ................................................ 212

Transaction code ...................... 59, 82, 367display in the SAP Easy Access menu..... 88navigation ........................................... 90parameter............................................ 91status bar ............................................ 94

Transaction data ............................. 62, 367Transaction recorder ............................ 159Transfer from subledgers ..................... 263Transfer posting ................................... 223Transparency........................................ 257Transport damage ................................ 253Transport order.................................... 236Transportation management .................. 46Travel Management ..................... 310, 311Treasury ......................................... 39, 367

U

Undo ...................................................... 95User ......................................... 73, 74, 195User exit............................................... 367User interface................................... 23, 77User PC .................................................. 23User profile .......................................... 115User setting .......................................... 104

V

Value field ............................................303Variable cost .........................................289Variable costing ............................290, 303Variance analysis ..................................296Variant

create.........................................130, 148load ...................................................131

Variant attribute ...................................149Variant catalog......................................131Vendor....................................44, 203, 212Vendor invoice .....................................226Vendor master ..............................212, 268Vendor selection...................................203Virtual private network ..........................48

W

Warehouse Management ................45, 367Web service ..........................................367Windows desktop.................................103WM ................................................37, 367Work environment .......................167, 173Work item ............................................172Work schedule......................................323Working time .................................40, 322Worklist................................................172


We hope you have enjoyed this reading sample. You may recommend or pass it on to others, but only in its entirety, including all pages. This reading sample and all its parts are protected by copyright law. All usage and exploitation rights are reserved by the author and the publisher.

Olaf Schulz works as an SAP consultant and trainer. He has over 15 years of experience in IT and organization, focusing on the following aspects: planning and imple-mentation of trainings, creation of training material, project management, CRM implementation and system support, as well as system development and network administration. In cooperation with user departments,

he has analyzed their requirements and implemented them in the SAP system and launched them in the enterprise.

Olaf Schulz



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