sap hr -himesh
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sap hr -himeshTRANSCRIPT
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Getting Started: Contents
Unit Objectives
SAP R/3
Tools
Summary
Exercises
Solutions
R
?
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Getting Started: Unit Objectives
Navigate within R/3
Identify commonly used tools
Describe when to use the common tools
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At the conclusion of this unit, you will be ableto:
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Introduction: Scenario
The IDES company makes a variety ofproducts and provides numerous services
IDES is implementing R/3
You are a member of the implementationteam
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You are an employee of IDES company. IDES is implementing R/3 and you are a member of the implementation team. Throughout this course, you will be using and testing R/3 functionality for IDES to ensure it effectively
handles your business processes.
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SAP R/3: Unit Objectives
Log on to R/3
Navigate within R/3
Create multiple sessions
Identify icons
Change user settings
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At the conclusion of this unit, you will be ableto:
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Logging on in the R/3 System
Client
User
Password
Language
Before you log on to the R/3 System, you need to know your client number, user name and password. If you prefer to work in a language other than the default, you also need to set the appropriate language indicator.
If the Client field already contains a client number, you can either accept this entry or overwrite it. Press the TAB key to place the cursor at the beginning of the User ID field. Enter your user name in the User ID field and press the TAB key to move the cursor to the Password field. Enter your password in the Password field. As you type in the password, the asterisks (*) remain in the field and only the cursor moves. As a security
measure, the system does not display what you type.
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R/3 Window
Accounting Human resourcesLogisticOffice
SAP R/3
??Dynamic menu
Information systems Tools System Help
CIP (1) (001)
Session Number
SystemNumber
EnterIcon
FunctionButtons
CommandField
WindowMenu
Title Bar
Menu Bar
FunctionIcons
Status Bar
hs 2135 OVR 04:27 PM
ApplicationToolbar
CustomizingDisplayOptions
Listings appearing on the menu bar are dependent on the menu you are in. The standard toolbar contains the buttons for performing common actions in the system. The application toolbar changes based on the screen you are on. The status bar identifies the system and displays messages. You can go directly to a transaction by typing its transaction code in the command field.
When on a screen, you can find out what its transaction code is by choosing System -> Status.
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The R/3 Menu
Master dataCreate
...
...
...
AccountingFinancial acctg.
...
...
...
Accts. rec.
...
...
...
Customer
Company code
Address
Control
Payment transactions
General data
2
1
3
The R/3 System has the following hierarchy: Main menu level Application level Task level
When you log on to the SAP R/3 System, the R/3 standard menu is displayed. From here, you can select the individual applications. Open a pull-down menu with the application menu by clicking on it. Menu options with an arrow have a sub-menu.
To branch to the menu level of the application, click on a menu option or choose sub-menus in the R/3 standard menu. You will find tasks on this menu level (for example: Create master data).
Click on the required task to branch to the initial screen for selecting your task objects.
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Working in Several Sessions
Session 4
Session 3Session 3
Session 2Session 2
Cost center
Cost acctg.
Valid from
Name
Description
Long text
Descriptions
Exec.Board
Executive Board cost center
X
Session 6
Session 5
Session 1
You can process several tasks in parallel by opening several sessions. From the menu, choose System -> Create session. The system opens a new window, in which you can process a new task independent of the first window.
Up to six sessions can be opened within a user logon. To activate a session placed in the background, click on it with the mouse. You can move the individual session windows on the screen by dragging. Be aware that you lock objects to other users when they are open. You can lock out others unnecessarily when
working with numerous sessions.
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The Icon Bar in the R/3 System
Enter
Save
Back
Exit
Cancel
Help
Execute
Find
Sort
Change Display
Page??
The ENTER button moves you on to the next screen or window. It is the same as the Enter key. The SAVE button stores your work in the database. The BACK button returns to the previous screen without saving. The EXIT button leaves the current application, either to the previous application or to the main menu. The CANCEL button exits the current task without saving. The HELP button takes you to online help. The EXECUTE button begins a system activity. The FIND button performs a search for data that you need on the screen you are currently working on. The SORT buttons rearrange the data alphabetically by the highlighted column. The PRINT button prints data from the screen on which you are currently working. The CHANGE <-> DISPLAY button allows you to change from display mode to change mode and vice versa. The PAGE buttons move you to the next or previous page, or the first or last page.
For an overview of which function keys are active, press the right mouse button.
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User Profiles
Own data: allows you tochange your address,defaults, and parameters
Address: enables you toset your communicationinformation
Defaults: allows you tospecify your preferredprinter and date andnumber formats
Parameters: allows you toset default values infrequently used fields
Information systems Tools System
?? Create session
End session
User profile
Services
Utilities
List
Object services
Own spool requests
Own jobs
Short message
Status...
Log off
Hold data
Set data
Delete data
Application values
Own data
Favorite maint.
SAP AG
The purpose of own data settings: User defaults change the default printer and date display. User parameters allow the user to default information into frequently used fields User address is customizable with your address, phone number, and other information.
You can choose settings that will expedite work; for example, change the default setting to specify the printer closest to your desk.
You can choose the date and number formats to those you prefer.
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Tools: Topic Objectives
Use various types of Help
Extended help
R/3 Library
Glossary
Release notes
Use the session manager
Describe how and when to use theBusiness Navigator
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At the conclusion of this topic, you will be ableto:
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Getting Help with the R/3 System
Accounting Human resourcesLogisticOffice
SAP R/3
??Dynamic menu
Information systems Tools System Help
Extended helpR/3 library Find...
Glossary Release notesGetting Started
Settings...
Help on help
There are many ways to access help within R/3. Getting Started is a good introduction to the basic concepts of the R/3 system, such as logging on and off,
using the R/3 System, working with several sessions etc. It describes common screens. It describes common actions.
Getting Started is part of the R/3 Library. It is in HTML format. It contains links to other help sections.
Release Notes explain what has changed between releases of R/3.
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SAP HTML Help Files
Contents SearchIndex
R/3 Library
SAP Help - R/3 Library
Hide Back Forward Home Print Options
BC - Basis
FI - Financial AccountingHR - Human ResourcesLO - LogisticsInformation
CA - Cross Application
R/3 Library
Most R/3 Help files are HTML files. R/3 Library is an online library of the entire R/3 documentation. You can search for the information you need
or drill down through applications. Extended Help brings you to specific help within the R/3 Library based on the screen you are on when you
invoke it. The Glossary defines technical terms used within R/3.
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Help on the Screen Fields
Company code
Comp. code Company name
0001 SAP AG Walldorf
0002 SAP Italia
0003 SAP Schweiz
F1F1F4F4
Field:
Definition:
Company code
The company code representsan independent accountingunit e.g. a company within acorporate group.
Choose
????
Extended help Technical info
For help on a field, place the cursor on the field and press [F1] or choose the help symbol - a question mark. You can access glossary information for terms highlighted in the help text. To do this, point to the term and click with the mouse or position the cursor and click the Link button. For further information on possible entries and the field definition, press the Possible field entries and
Technical info buttons on the help screen. Access a list of possible entry values or matchcodes to help you search for the data you require, by placing the
cursor on the entry field and pressing [F4] or choosing the down arrow at the end of the field. To transfer a value from the list of entry values to the entry field, place the cursor on the value and press the
Choose key, press [F2], or point and double-click the left mouse button.
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Session Manager
The SAP Session Manageris a tool for system logonand session control
It provides an easy way touse R/3 functions
You can manage your sessionsin one or more R/3 Systems andin different SAP clients
Access the sessionmanager throughcustomizing displayoptions
CustomizingDisplayOptions
OptionsClipboardGenerate GraphicsSession Manager Alt + F2Generate Shortcut...Response TimeDefault SizeHardcopyAbout...
If you use more than one SAP R/3 system at a time, you can use session manager to keep track of the different R/3 systems available and open. Typically, users are only authorized to run functions from their user menu.
Several types of menu are available: User menu Company menu SAP standard menu
You use the system tab to display and start functions and to manage your SAP sessions (windows). The SAP System tab contains a label identifying the SAP System and the client code, a control bar with icons
and logon information The R/3 System you selected is actually started as you call an SAP function. The Overview tab contains an overview of all sessions of all systems you are logged on to.
This tab displays all items of all session lists of your active SAP System tabs. You can delete sessions and create new sessions from the Overview tab. To do this, use the functions of the
pop-up menu by positioning the mouse pointer on an item and pressing the right mouse button.
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The Business Navigator provides apicture of functionality and integrationof SAP R/3
The Business Navigator can be used to:
Quickly analyze requirements and gaps
Efficiently implement the R/3 System
Continuously optimize business processes
Effectively create structured business processdocumentation
Improve training
The Business Navigator
SDSDMMMM
PPPP
QMQMPMPM
HRHR
FIFICOCO
AMAM
PSPSWFWF
ISIS
R/3Reference
Model
The business navigator provides a direct link into the transactions and documentation. It can provide a view of the process from various levels of detail.
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Basic Elements of Modeling
DefinitionSymbolName
Describes occurrence thatcauses an effect (e.g., customerinquiry about product price)
Event
Describes business task followingan event (e.g., entering an inquiry)
Function
Describes relationship andsequence of events and functions
Control flow
Shows connection betweenprocesses
Process path
Link events and functionsLogical operators XOR V
V
The business navigator provides a graphical view of the process in which you are working. Double clicking on an event provides a list of where that particular object is used and its attributes. Double clicking on a function takes you directly to that task on R/3.
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Logical AND Operator
V
V and
Cookie dough is ready for baking
Oven is turned on
Bake cookies
All events linked by anAND must have occurredto trigger the followingfunction
In this example, ”Cookie Dough is Ready for Baking” and ”Oven is Turned On” must have occurred to Bake Cookies
If you (or the system) have not completed both events, you are not able to continue. You may receive an error message telling you that a required field has not been completed.
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Logical XOR Operator
XOR
exclusive orCookies are
made
Make cookies from scratch
Make cookies from mix
XOR
One and only one of thefunctions linked by anExclusive Or Operatormust have occurred totrigger the event
In this example, either the ”Make Cookies from Mix” or the ”Make Cookies from Scratch” must have occurred to trigger ”Cookies are Made.”
If you enter one function in the system, it will not allow you the option of entering the alternate.
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V
V either/or
Take cookies from
oven
Cookies are burned
Cookies are good
One or more of thelinked events mustoccur to trigger thefollowing function
Logical OR Operator
In this example, either the ”Cookies are Good” or the ”Cookies are Burned” may occur from ”Take Cookies From Oven.”
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Getting Started: Unit Summary
What are themethods to access help?
What is the R/3 Library?
If you are within a task andselect [F1], which type ofhelp do you access?
How can the Session Managerhelp you?
What does the BusinessNavigator do?
Why would you use theBusiness Navigator?
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Exercises
Note:
There may not be sufficient time to workthrough all the exercises during the course.The exercises marked Optional should be seenas supplementary examples that can be used,time permitting, during the course. Attendeescan also use these exercises after the course,to consolidate what they have learned.
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Unit: Getting Started
Topic: SAP R/3
At the conclusion of this topic, you will be able to:
Log on to R/3
Navigate within R/3
Create multiple Sessions
Identify icons
Change user settings
IDES is a multi-company organization. IDES is implementing R/3 across the entire organization.
You are part of the implementation team. In that capacity, you must test many functions of R/3. Begin your testing by logging onto R/3, adjusting user settings, and navigating within it.
1-1 Log onto R/3.
1-2 What menu items do you find when you access the Accounting menu?
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
1-3 Name two ways to choose a transaction task.
________________________________________________________
________________________________________________________
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1-4 Determine the transaction code of the Information Systems screen in the Human Resources application
________________________________________________________
1-5 Open a second session of R/3.
1-6 What master data can you maintain in the Logistics application Sales and Distribution?
________________________________________________________
________________________________________________________
________________________________________________________
1-7 Add your address to your user settings
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Unit: Getting Started
Topic: Tools
At the conclusion of this topic, you will be able to:
Use various types of Help
Field level help
Context level help
Glossary
Release notes
Use session manager
Describe how and when to use Business Navigator
0 Identify an R/3 process using the Business Navigator
IDES is a multi-company organization. IDES is implementing R/3 across the entire organization.
You are part of the implementation team. In that capacity, you must test that the tools available in R/3 work properly. Check the help application, the session manager, and the business navigator.
2-1 What are the documentation topics for your application.
________________________________________________________
________________________________________________________
________________________________________________________
2-2 Look in the glossary index to find the definition of workflow.
________________________________________________________
________________________________________________________
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________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
2-3 Look in the 4.0A release notes to find what has changed regarding import codes in Materials Management Purchasing.
2-3-1 What 5 search criteria are provided to search for import code numbers?
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
2-4 Start session manager on your PC.
2-5 In the reference model of the business navigator for Production Planning’s Packaging, what is the difference between the production order creation graphic and the material staging graphic?
________________________________________________________
________________________________________________________
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Solutions
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Unit: Getting Started
Topic: SAP R/3
At the conclusion of this topic, you will be able to:
Log on to R/3
Navigate within R/3
Create multiple Sessions
Identify icons
Change user settings
1-1 Log onto R/3.
1-2 What menu items do you find when you access the Accounting menu?
Menu Path:
Accounting
Financial accountingTreasuryControllingEnterprise controllingCapital invstmt mgtProject managementReal estate management
1-3 Name two ways to choose a transaction task.
Use the menu path
Enter the transaction code in the command field
1-4 Determine the transaction code of the Information Systems screen in the Human Resources application
Menu Path:
Human Resources Information systems System Status
Transaction PIMN
1-5 Open a second session of R/3.
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Menu Path:
System Create session
1-6 What master data can you maintain in the Logistics application Sales and Distribution?
Menu Path:
Logistics Sales and distribution Master data
Business partnersProductsConditionsOutputAgreementsOthers
1-7 Add your address to your user settings
Menu Path:
System User profile Own data Address
Input appropriate data
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Unit: Getting Started
Topic: Tools
At the conclusion of this topic, you will be able to:
Use various types of Help
Field level help
Context level help
Glossary
Release notes
Use session manager
Describe how and when to use Business Navigator
Identify an R/3 process using the Business Navigator
2-1 What are the documentation topics for your application.
Menu Path:
Help R/3 Library [appropriate application]
Answer will vary depending on applicaton selected.
2-2 Look in the glossary index to find the definition of workflow.
Menu Path:
Help Glossary
Select Index; Type workflow in the text box (or scroll down to find workflow)
Select Display
Online execution (instance) of a predefined workflow task or a predefined workflow template (multistep task).
A workflow consists of a sequence of steps, which are processed by people or automatically by the system.
The chronological and logical sequence of steps linked to the evaluation of conditions is handled by the workflow manager and can be controlled flexibly by event-related response mechanisms.
2-3 Look in the 4.0A release notes to find what has changed regarding import codes in Materials Management Purchasing.
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2-3-1 What 5 search criteria are provided to search for import code numbers?
Menu Path:
Help Release notes Complete list Rel. 4.0
Double click 40A
Business Application Components Materials Management Purchasing Information on import code number
The 5 search criteria for import code numbers in purchasing are:ChapterCountryLanguageSpecial Unit of MeasureText search
2-4 Start session manager on your PC.
Menu Path:
Customizing Display Options Session Manager
2-5 In the reference model of the business navigator for Production Planning’s Packaging, what is the difference between the production order creation graphic and the material staging graphic?
Menu Path:
Tools Business Engineer Business Navigator Reference Model 4.0Production Plan Packaging [Scenario icon] Production Order Creation
[Back] Packaging [Scenario icon] Material Staging
The highlighted section of the process is different. They both show the same process.
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