sap navigation overview

7/27/2019 SAP Navigation Overview

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SAP NavigationOverview


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Logging On to SAP

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Logging On

Client Number, a system-provided default valuethat usually remainsunchanged,

User ID, up to 12characters in length,

Password, changed by theuser at the first log on.

Language Code, set to EN(English) as the default.

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To log on to SAP , you need:


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Logging On

Select PRD bydouble-clickingwith the leftmouse button.

OR

Use the mouse tohighlight PRDand select theLogon button.

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You will usually use the Production client PRD


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1. The production

system is always Client800.

2. Enter yourUser ID.

3. Enter your initial

password.

4. The Language code

will be a default setting

in your User ID.

Select Enteron your

keyboard or the greencheck icon on the

AASIS screen to

continue.

Logging On

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1. Client number

2. User ID

3. Password

4. Language code


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Logging On

Create a new password (first timeonly)

Enter your new password in the Newand Repeat password fields.

Click the green check mark. Whenboth fields contain the same legalpassword, AASIS opens.

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Valid Passwords

Contain 8 characters,

Do not begin with 3 identical characters,

Do not include any 3 sequential characters found in the User ID,Do not begin with ?, !, or a blank space,

Are different from your 5 most recent passwords,

Are not obvious (i.e., pass or AASIS), and

Must be changed every 90 days.


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Logging On

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The first time you log on, copyright and information windows may appear.

Select the Never display again button and

the green check to make these windows

disappear forever.


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Defining SAP Window Components

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1. Control Boxes manage the open window.

2. Menu Barholds the current menus for the active

transaction.

3. Command Field accepts entry of transactions codes.

4. Standard Toolbarcontains icons for performing frequent

tasks, such as Save and Enter.

5. Title Baridentifies the current transaction by name.

6. Application Toolbarcontains icons and push buttons for

performing tasks specific to the active transaction.

7. Tree Structure contains the menu path for transactions.

8. Work Area accepts data entry.

9. Status Bardisplays system messages and information

about server and application status.

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Defining Standard Toolbar Elements

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ENTER: Confirms the data you have selected or entered but does not save your work.

COMMAND FIELD: Accepts commands (transaction codes).

SAVE: Saves your work.

BACK: Returns you to the

previous screen without

saving. Required fields must

be completed first.

EXIT: Exits the current functionwithout saving. Returns you to

the initial or main menu screen.

CANCEL: Exits the current task

without saving.

PRINT: Prints current transactions data.

FIND AND FIND NEXT: Searches for data required in the current screen.

SCROLL:Scrolls to 1st ,

previous,

next, & last

pages.

CREATE

SESSION:Opens a new

SAP session.

CREATE

SHORTCUT: Creates

a shortcut to SAP

reports & transactions.

H

E

L

P

CUSTOM

VIEW


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Navigating SAP

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Navigating with the Tree Structure

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The Tree Structure is your main navigation tool. You may choose the SAP

Standard menu (left) or the User menu (right). The SAP Standard Menu shows

the entire structure of the SAP system. The User menu shows the Activity

Groups or roles to which you are assigned.


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The SAP Standard

Menu shows the

structure of the entire

system.

Select the SAP

Standard Menu by

clicking on theStandard Menu

icon.


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The Tree Structure is a nested filing system containing folders and

transactions that you can open and close by clicking with your mouse.

Closed Folder

Open Folder

Transaction



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Closed Folder

Open Folder

Transaction


Using the SAP Standard Menu,

drill down through the Tree

Structure until it reveals all

contents in the Accounting >Financial Accounting >

Accounts Receivable >

Document entry folder.


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The SAP User Menu reflects the

roles you are assigned as an SAP

User. It contains only the items

you need to perform your assignedtasks, including transactions and

reports. User menus often vary

from user to user.

Select the SAP User Menu by

clicking on the User Menu icon.

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Take a few minutes to

explore the SAP User Menu.

Remember that User Menus

differ according to the roles

established for each individual

user.


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Navigating with the Command Field

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1. To set to show

Transaction Codes with

Transaction names, go to

Extras > Settings >

Show technical names.

Transaction codes are names for different system functions. Adding a

transaction code to the Command Field and clicking Enter activatesthat transactions function.

The Settings window opens.

2. Check the Show

technical name box.

3. Click the green check.


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Transactions that once

looked like this . . .

. . . now look like this.

By showing technical names,

youll quickly commit to memorythe transaction codes you most

need to know.


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EnterMM01 in the

Command Field.

Press EnterOR click

the green check icon.

The initial screen

for TransactionMM01 Create

Material opens.

This navigation demonstration uses Transaction MM01, but the same

general procedures apply to other transactions.

N i ti ith th C d Fi ld


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Enter/nFB60 in the Command Field.

Press EnterOR click the green

check icon.

The current

transaction closes,

and the initial screen

for Transaction FB60

Vendor Invoiceopens.

By prefacing the transaction code with/n, you can close the current

transaction and move directly to another transaction.



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Enter/oMM01 in the Command Field.

Press EnterOR click the green

check icon.

By prefacing the transaction code with/o, you can keep the current

transaction open while opening the new transaction in a separate window.

Transaction MM01

Create Material

opens, and

Transaction FB60

Vendor Invoice

remains open in aseparate window.

/oMM01



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Your two open SAP windows are visible on the Windows Task Bar.

Click on either button on the Task Bar to maximize that

session.

N i ti SAP


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Navigating SAP

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Now answer three quick questions correctly,

and youre finished with Basic Navigation.

How do/n and/o differ in function when

inserted before a transaction name on the

Command Line?

What determines the initial contents of your

User Menu?

Which of these two SAP menu paths allows you

to show SAP transaction codes in the AASIS

tree structure?

Extras > Settings > Show technical names

Extras > Settings > Set start transaction.

Fi di H l


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Finding Help

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Finding Help

The most useful Help selections are these 3 at the top of the drop-down Help

menu:

Application Help

SAP Library&

Glossary.

NOTE: All Help is generic, discussing standard SAP processes but not

addressing DMG-specific variations.


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Finding Application Help

Application Help provides general information about the active Transaction

without reference to DMG variations from the standard SAP model.

Using the Command Field, open Transaction ME51 Creating a Purchase

Requisition.

Select Help > Application Help.


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Using Application Help

The context-specific topic, Manual Creation of Purchase Requisition, opens.

The Use section explains the

purpose of the application.

The Prerequisites section

provides information you need

for various tasks currently

available, including (at times)step-by-step instructions.

Fi di th SAP Lib


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Finding the SAP Library

SAP Library includes all online documentation for all SAP components.

Remaining in Transaction ME51, select Help > SAP Library.

U i th SAP Lib


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Using the SAP Library

Select Getting Started and take a few minutes to explore the sub-

topics.

This section works like the Tree

Structure from the SAP screen,

providing a Table of Contents for

the SAP Library. Selecting any

topic on the left opens the topic inthe work area on the right.

Fi di th Gl


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Finding the Glossary

The Glossary provides definitions for all SAP-specific terms and for

general business terminology.

Remaining in Transaction ME51, select Help > Glossary.

Using the Glossary


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Using the Glossary

Take a few moments to explore the different definitions for

account assignment.

The Glossary is alphabetical, so

clicking on the letters in the scrolls

take you to terms beginning with

the corresponding letter.

Terms shared by different SAP

components have task-specific

definitions for each component.

Finding Other Help Options


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Finding Other Help Options

Other useful Help options include:

Field Help

&

Possible Entries

Finding Field Help


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Finding Field Help

Field Help describes the current field and, if applicable, the procedure for

managing that field.

In Transaction ME51, right-click in the Purchase Requisition field and

select Help from the pop-up menu.

Using Field Help


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Using Field Help

A Field Help display opens. In this instance, the term purchase

requisition is highlighted.

Left-click the highlighted

term to find its definition.

Using Possible Entries Help


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Using Possible Entries Help

In Transaction ME51, click in the Document Type field.

When the Possible Entries icon appears to the right of the Document

Type field, click the icon to view the Possible Entries list.


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Finding Help


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Finding Help

Now answer one quick questions

correctly, and youre finished withFinding Help.

What are the 3 principal Help

functions available from the SAP

menu bar?

Personalizing SAP


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Personalizing SAP

Managing Your Favorites Folder


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1. Select Favorites > Insert folder.

You can gather the

items you use most

frequently, including

transactions and

files, in your

Favorites folder.

Select Favorites

> Insert folder.



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The Creating a Folder in the Favorite List

window opens.



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Name the folder and press Enter.



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In this example, a new folder named My

Purchasing was added to the Favorites folder.

Changing a Folder in Favorites


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Changing a Folder in Favorites

1. Highlight the folder you want tochange and select the Pencil icon.

2. Replace the folders name with

the new name and hit Enter.

And youre done.

Deleting a Folder from Favorites


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Deleting a Folder from Favorites

Highlight the folder you want to deleteand select the Delete favorites icon.

An information messages states, Nodedeleted from favorites list.

You delete a transaction the same way you delete a folder.

Adding a Transaction to Personal Folders


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Adding a Transaction to Personal Folders

2. Select Favorites > Add.

1. Drill down through the Tree

Structure to highlight the transaction

you wish to add to Favorites.

An information messages states,

Node added to favorites list.

Also, try using your mouse to drag a

transaction to your Favorites folder.

Changing Your Start Transaction


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If you routinely begin your SAP sessions with the same transaction, you

may wish to have SAP open with that transaction.

Select Extras > Set start transaction.



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After the Start Transaction dialogue

box appears, type FB50 (or whatever

transaction you prefer) in the box.

An information message will confirm

the change.

Personalizing SAP


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Personalizing SAP

Now answer three quick

questions correctly, and yourefinished with Personalizing

SAP.

What is the menu path for

adding a new folder to

Favorites?

What icon do you use to delete

a folder or transaction?

What is the menu path for

setting your start transaction?

sap navigation overview

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