sap basic navigation in the pm module

7/27/2019 SAP Basic Navigation in the PM Module

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SAP Manufacturing Exploitation

1

SAP Basic Navigation for PM

Objective: At the end of this unit you will be able to

better use transaction codes, set favorites,

better use the help documentation and set

PIDs.Lesson 1 - Use transaction codes

Lesson 2 - Set Favorites

Lesson 3 - Use help documentation

Lesson 4 - Set PIDs (Parameter IDs)


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2

Basic Navigation Overview for PM

Save time with navigation tips, favorites and defaults. Learn tolook up SAP information for faster trouble-shooting and a more

thorough understanding of the system.


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All the PM transactions are located on the menu path

accessible on the SAP Easy Access screen.


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PM reports are also located on the SAP Easy Access screen

menu under CPC Reports -> Plant Maintenance.

The reports are divided into categories to make it easier to find

the report you need.


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5

Lesson 1 - Use Transaction Codes

Transaction Codes are the foundation of SAP navigation.

Every screen that you run in SAP is defined by a transaction

code.

Sometimes it will save you time to enter a transaction code

directly into the Command Field found at the top of every

SAP screen.


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Lesson 1 - Use Transaction Codes

In order to use transaction codes effectively, we need to

learn

1. How to determine what the transaction code is for a

particular screen.

2. How to navigate by entering a transaction code directly

into the Command Field.

3. Use special transaction codes (/n & /o).


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Lesson 1 - Use Transaction Codes(Determine Transaction Code for a Particular Screen)

Its easy to determine the transaction code for an SAP screen.

From any screen, use

menu path System

-> Status.



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Determine the transaction code for an SAP screen,

continued

1. The resulting

screen shows the

transaction coderight here every

time. In this case,

its IW21.

2. When finished with

this screen, exitusing the green

check mark.



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It is also possible to determine the transaction code by looking

at the bottom of the screen.

1. At the bottom right of every SAP

screen, press the little white box

with the lines to see a variety of

information including the

transaction code.

2. Select the Transaction line to see

the transaction code at the bottom

of your SAP screen all the time.



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Lesson 1 - Use Transaction Codes(Stop a Transaction Code)

Have you ever executed something and wished you could stop

it before it finishes? You can!

1. At the very top left corner of every

SAP screen is a button that is

barely visible.

2. Press that button to get a menu of

useful options.

3. Stop transaction will end the

transaction immediately and

return you to the SAP Easy

Access screen.

4. Caution! If you press Stop

Transaction, you will not be

returned to your selection screen.



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Lesson 1 - Use Transaction Codes(Navigate with Command Field)

Once you know the transaction code, enter it in the Command

Field for quick navigation.

1. Enter the transaction

code in the Command

Field and press enter.

2. If this is the SAP EasyAccess screen, nothing

else is needed to

navigate to your

transaction.



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Lesson 1 - Use Transaction Codes(Special transaction codes /n & /o)

If you are already running a transaction, other than the SAP

Easy Access screen, /n or/o is required to tell SAP youwish to navigate to a new transaction using the Command

Field.

/n tells SAP to end the current transaction and return to the

SAP Easy Access Screen without opening another session.

/o allows you to create a new session or close an existing

session.

/n + transaction code ends the current transaction and

starts the new transaction code without opening another

session.

/o + transaction code starts the new transaction code in a

new session without ending the current transaction.



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Lesson 1 - Use Transaction Codes ( /n )

If you are executing a transaction, like

IW28 here in this example, and you

would like to return to the SAP Easy

Access Screen, enter/n in the

Command Field and press enter.

Or if you would like to execute a new

transaction within the same session,

ending the transaction you are

currently running, enter/n +

transaction code in the CommandField and press enter.



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Lesson 1 - Use Transaction Codes ( /o )

If you are executing a transaction, like

IW28 here in this example, and you

would like to create a new session

without ending the current session,

enter/o in the Command Field and

press enter.


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Lesson 1 - Use Transaction Codes ( /o )

To execute a new transaction in a new session, without ending

the current transaction, enter/o + transaction code in the

Command Field.

1. To create a new session, without

ending the current session, enter/o + transaction code in the

Command Field and press enter.

2. In this example, a new session

will be created executing IH01.



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Lesson 1 - Use Transaction Codes(Recently Used List)

To select from a list of transactions recently entered, use the

drop down button in the Command Field.

1. Press the drop-down button on

the right side of the CommandField

2. Select any entry in the list and

press enter to execute it.



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Lesson 1 - Use Transaction Codes(Display Transaction Codes on Menu)

One way to become more comfortable with transaction codes

is to have them display on your SAP Easy Access menu.

1. See how the transaction code is

listed on the menu?2. This is easy to set!


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Lesson 1 - Use Transaction Codes(Display Transaction Codes on Menu)

Change menu settings to display transaction codes.

1. Place a check mark next to

Display technical names.

2. Press the green check mark.



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Lesson 1 Exercises

1) Navigate to the Create General Notification screen using menu path

Logistics -> Plant Maintenance -> Maintenance Processing ->Notification -> Create.

2) Determine the transaction code using menu path System -> Status.

3) Navigate back to the SAP Easy Access screen by entering /n into the

Command Field.

4) Navigate to the Display Notification List Edit screen using transaction

code IW29.

5) Navigate from your current screen to the Functional Location Structural

Display. Do this by entering /n followed by transaction code IH01 into

the command field.


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SAP Manufacturing Exploitation22

Lesson 2 - Set Favorites

Ever wonder how to quickly get to the SAP transactions youuse often?

Its easy! Just set them up as Favorites.

1. Favorites is a great place to

keep transactions that you

access often.

2. You can add transactions,

rename them, organize them

and delete them if you no

longer need them.


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Lesson 2 - Set Favorites (Add Favorites)

There are five ways to add Favorites.

1. Menu Path

2. Button Command

3. Drag and Drop

4. Right-Click

5. Insert Transaction Code


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Lesson 2 - Set Favorites(Add Favorites, Menu Path)

Add a Favorite using the Menu Path.

1. First select the

transaction you

wish to put in

Favorites.

2. Second, use

menu path

Favorites -> Add


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Lesson 2 - Set Favorites(Add Favorites, Button Command)

Add a Favorite using the Button Command.

1. First select the

transaction you

wish to put in

Favorites.

2. Second, press

Add to Favorites

button.


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Lesson 2 - Set Favorites(Add Favorites,Drag and Drop)

Add a Favorite using Drag and Drop.

1. Select and

hold thetransaction

you wish to

put in

Favorites.

2. Drag to

Favoritesfolder and

release.


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Lesson 2 - Set Favorites(Add Favorites, Right-Click)

Add a Favorite using Right-Click.

1. Right-click the

transaction you wishto add to Favorites

2. Select Add to

Favorites


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Lesson 2 - Set Favorites(Add Favorites, Insert Transaction)

If you know the transaction code, you can add it to Favorites byInserting the Transaction.

1. Right-click on the

Favorites folder

2. Select Insert

Transaction


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Lesson 2 - Set Favorites(Add Favorites, Insert Transaction)

Add to Favorites by Inserting the Transaction, continued

1. Enter the transaction

code you wish to add

to Favorites.

2. Select the green

check mark.


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Lesson 2 - Set Favorites (Rename Favorite)

The first thing youll notice when you create a Favorites Entry isthat the description of the transaction doesnt always make

sense outside the context of its original menu path.

You can rename the description to anything that is meaningful

to you.

This transaction description

isnt very helpful.


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Lesson 2 - Set Favorites (Rename Favorite)

There are three ways to rename a Favorites entry.

1. Menu Path

2. Button Command

3. Right-click


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Lesson 2 - Set Favorites(Rename Favorite, Menu Path)

Rename a Favorites entry with the Menu Path.

1. First select the Favorites

entry you wish to

rename.

2. Second, select menu path

Favorites -> Change


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Lesson 2 - Set Favorites(Rename Favorite, Menu Path)

Rename a Favorites entry with the Menu Path, continued

1. Enter a name that is

meaningful to you.

2. Press the green check

mark.


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Lesson 2 - Set Favorites(Rename Favorite, Button Command)

Rename a Favorites entry with the Button Command

1. Select the

Favorites entry

that you wish to

rename.

2. Press the Change

Favorites button.


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Lesson 2 - Set Favorites(Rename Favorite, Button Command)

Rename a Favorites entry with the Button Command,continued


meaningful to you.

2. Press the green checkmark.


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Lesson 2 - Set Favorites(Rename Favorite, Right-Click)

Rename a Favorites entry with a Right-Click

1. Right-Click the

Favorites entry

that you wish to

rename.

2. Select ChangeFavorite.


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Lesson 2 - Set Favorites(Rename Favorite, Right-Click)

Rename a Favorites entry with Right-Click, continued


meaningful to you.

2. Press the green arrow


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Lesson 2 Set Favorites (Change Order)

The order in which Favorites Entries are listed can be changedto make your Favorites list easier for you use.

There are three ways to change the order of Favorites Entries.

1. Menu Path

2. Button Command

3. Drag and Drop


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Lesson 2 - Set Favorites(Change Order,Menu Path)

Change the order in which Favorites Entries are listed with theMenu Path

1. Select the

Favorites

Entry you

wish to

move.

2. Select menu path

Favorites -> Move ->

Up (or Down)

3. The Favorites Entrywill move one line up

(or down.)


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Lesson 2 - Set Favorites(Change Order, Button Command)

Change the order in which Favorites Entries are listed with theButton Commands

1. Select the

Favorites

Entry you

wish to

move.

2. Select the Move

Favorites Up

button.

3. The Favorites Entrywill move one line

up.


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Lesson 2 - Set Favorites(Change Order, Button Command)

Change the order in which Favorites Entries are listed with theButton Commands

1. Select the

Favorites

Entry you

wish to

move.

2. Select the Move

Favorites Down

button.

3. The Favorites Entrywill move one line

down.


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Lesson 2 - Set Favorites(Change Order, Drag and Drop)

Change the order in which Favorites Entries are listed withDrag and Drop

1. Select and hold the

Favorites Entry you

wish to move.

2. Drag to location inlist where you want

it and release.


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Lesson 2 - Set Favorites (Create Folders)

Got lots of Favorites? Too many to quickly see what you need?

Add some folders to get organized.

1. Wow! Thats a lot of

Favorites!

2. Is this still faster

than drilling downthe menu paths?

3. Lets create some

folders to get this

organized.


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Lesson 2 - Set Favorites (Create Folders)

There are two ways to create folders.

1. Menu Path

2. Right-Click


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Lesson 2 - Set Favorites(Create Folders, Menu Path)

Create a folder using the Menu Path.

1. Select the favorites

entry where you

want folder inserted.

2. Select menu path Favorites

-> Insert Folder.

3. The new folder will be

inserted after the the entry

you had selected in step 1.


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Lesson 2 - Set Favorites(Create Folders, Menu Path)

Create a folder using the Menu Path, continued

1. Enter a name for

your folder.

2. Press the green

check mark.


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Lesson 2 - Set Favorites(Create Folders, Right-Click)

Create a folder using Right-Click.

1. Right click the

Favorites Entry

where you want

folder inserted.

2. Select Insert Folder

3. The new folder will

be inserted after the

entry you selected in

step 1.


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Lesson 2 - Set Favorites(Create Folders, Right-Click)

Create a folder using Right-Click, continued

1. Enter a name for

your folder.

2. Press the green

check mark.


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Lesson 2 - Set Favorites(Move Favorites Entry to Folder)

Drag and drop a Favorite Entry into a Folder

1. Select and hold the

Favorite Entry you

wish to move.

2. Drag to the folder

and release.


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Lesson 2 - Set Favorites(Delete Favorites Entries)

You may decide you dont need a Favorites Entry anymore.There are three ways to delete.

1. Menu Path

2. Button Command

3. Right-Click

S


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Lesson 2 - Set Favorites(Delete Favorites Entries, Menu Path)

Delete a Favorites Entry with the Menu Path.

1. Select the Favorites

Entry you would like

to delete.

2. Select menu path

Favorites -> Delete.

L 2 S t F it


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Lesson 2 - Set Favorites(Delete Favorites Entries, Button Command)

Delete a Favorites Entry with the Button Command.

1. Select the Favorites

Entry you would like

to delete.

2. Select the Delete Favorites

button.

L 2 S t F it


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Lesson 2 - Set Favorites(Delete Favorites Entries, Right-Click)

Delete a Favorites Entry with Right-Click.

1. Right click the

Favorites Entry you

would like to delete.

2. Select Delete Favorite

L 2 E i


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Lesson 2 Exercises

1) Create a Favorites Entry for transaction IW21, Create General

Notification.

2) Change the description of the Favorites transaction you just added.


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Lesson 3 - Use Help Documents (Field Level)

Did you know that many SAP fields have online

documentation?

1. To see the help for a particular

field, place your cursor in the

field and press the F1 key.

2. The resulting screen is called

Performance Assistant.

3. Get more information by

clicking on any highlighted

words or pressing the next

page button if available.

4. To exitPerformance

Assistant,

press the blue

x button.

Lesson 3 Use Help Documents


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Lesson 3 - Use Help Documents(Error Resolution)

When you receive an error or a warning, do you view the

complete message? It can often be quite helpful.

1. This is an example of trying to

change a work order that is

complete.

2. Notice the warning message

at the bottom of the screen.

3. Double-click on the line to get

more information.

Lesson 3 Use Help Documents


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Lesson 3 - Use Help Documents(Error Resolution)

Viewing the complete message for a warning or error,

continued

1. After double-clicking a

warning or error message, the

Performance Assistant screen

appears with a more thorough

description of the issue.

2. Sometimes there is even a

recommendation of how to fix

the problem.

4. To exit

PerformanceAssistant,

press the blue

x button.


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Lesson 4 - Set Parameter IDs

A Parameter ID (PID) allows you to set a system-wide defaultfor a particular field.

For example: Functional Location. If you know you will use the

same value for Functional Location most of the time, set a

PID so it will default on any screen where you would

otherwise have to input it by hand.

To use PIDs, first we must learn to

1. Identify whether a field has a PID

2. Determine the PID label.

3. Create a PID in User Settings.

Lesson 4 Set Parameter IDs


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Lesson 4 - Set Parameter IDs(Determine Whether Field has a PID)

Lets use Functional Location as an example. First we need todetermine if Functional Location has a PID.

To do that, execute a transaction that has Functional Location

as an entry field, like transaction IH01.

1. Right click the

Functional Location

field.

2. Select Help

3. This can also be

accomplished by

pressing the F1 key

while your cursor is in

the field for which you

want information.



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Lesson 4 - Set Parameter IDs(Determine Whether Field has a PID)

Determine if Functional Location has a PID, continued

1. Press the TechnicalInformation Button



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Lesson 4 - Set Parameter ID s(Determine Whether Field has a PID)

Determine if Functional Location has a PID, continued

1. There is a PID for

Functional Location

and the label is IFL.

2. Jot that down or copyit with Ctrl-C.

3. Exit out of this screen

with the green check

mark.


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Lesson 4 - Set Parameter IDs (Create PID)

Create the Functional Location PID

From any screen execute menu path

System -> User profile -> Own data.


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Lesson 4 - Set Parameter IDs (Change PID)

If you decide that the PID you created should have a differentdefault value, its easy to change.

From any screen execute menu pathSystem -> User profile -> Own data.


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Lesson 4 - Set Parameter IDs (Change PID)

Change a PID, continued

1. Enter new value

under Parameter

value on the lineyou wish to

change.

2. Press the Save

button.

3. Caution! Do not

change any PID

unless you know

for sure with

which field it

corresponds.


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Lesson 4 - Set Parameter IDs (Delete a PID)

No longer need a PID you created? They are easy to delete.

1. Select line of PID

you wish to

delete.

2. Press the Delete

line button.

3. Caution! Do notdelete any PID

unless you know

for sure you dont

need it anymore.

Lesson 4 Exercises


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Lesson 4 Exercises

1) Navigate to IH01, Functional Location Structure.

2) Determine the PID label for the Functional Location field using F1.

3) Create a PID for Functional Location using System -> User Profile ->

Own Data.

4) Navigate back to IH01 to see if your PID is working. The Functional

Location field should have a default value in it.


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Summary

You have just learned how to save time with navigation tips and

tricks. In this module you have learned to:

Navigate PM menu paths

Use transaction codes

Use special transaction codes (/n & /o)

Set Favorites

Use help documentation

Set PIDs (Parameter IDs)