Getting Started: (C) Sap Ag TAMM40 6-1

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Getting Started

 SAP AG

(C) SAP AG TAMM40 6-1


0.2

Overview: Getting Started


TeamSAP Academy
R/3 Overview &
Integration

Getting Started R/3 Applications


SD FI
Sales && Financial
Distribution Accounting
MM CO
Controlling
Controlling
Materials
Materials
PP Mgmt AM

R/3
Production Asset
Asset Mgmt
Mgmt
Planning
Planning

QM
Quality
Client / Server Project
PS
Mgmt
PM ABAP WF
System

Plant
Plant Main-
Main- Workflow
tenance
HR IS
Human Industry
Resources Solutions

Support & Services

System-Wide Concepts

 SAP AG

(C) SAP AG TAMM40 6-2


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Introduction: Scenario

 The IDEScompany makes a variety of


products and provides numerous services
 IDESis implementing R/3
 You are a member of the implementation
team

 SAPAG

 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.

(C) SAP AG TAMM40 6-3


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(C) SAP AG TAMM40 6-4


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Logging on in the R/3 System

Client

User

Password

Language

 SAP AG

 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 Window


SAP R/3
Menu
Office Logistic Accounting Human resources Information systems Tools System Help

??
Dynamic menu

Customizing
Enter Title Bar
Display
Icon Options

Function Menu Bar


Buttons Application
Toolbar Function
Icons
Command
Field

System
Session Number
Status Bar Number
R

CIP (1) (001) hs 2135 OVR 04:27 PM

 SAP AG

 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.

(C) SAP AG TAMM40 6-6


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The R/3 Menu


Accounting
Financial acctg. ...
... Accts. rec. 2 Master data
... Create
...
...
...
1 ...
...
...

Customer
Company code

General data
3
Address

Control

Payment transactions
R

 SAP AG

 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.

(C) SAP AG TAMM40 6-7


(C) SAP AG TAMM40 6-8
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Working in Several Sessions


Session
Session 22

Session 1 Session
Session 33

Cost center
Cost acctg. Session 6
Valid from

Descriptions

Name Exec.Board

Description Executive Board cost center Session 4


Long text X

Session 5

 SAP AG

 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.

(C) SAP AG TAMM40 6-9


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The Icon Bar in the R/3 System

Enter Execute

Save Find

Back Sort

Exit Print

Cancel Change  Display

Help ? Page

 SAP AG

 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.

(C) SAP AG TAMM40 6-10


(C) SAP AG TAMM40 6-11
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User Profiles
 Own data: allows you to
Information systems Tools System
change your address, ? 
   Create
 
session
defaults, and parameters
   

End session
Hold data User profile
 Address: enables you to Set data Services
set your communication Delete data Utilities
information Application values List
Own data Object services
 Defaults: allows you to Own spool requests
Favorite maint. Own jobs
specify your preferred
Short message
printer and date and Status...
number formats Log off

 Parameters: allows you to


set default values in
frequently used fields
R

 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


At the conclusion of this topic, you will be able
to:
 Use various types of Help
 Extended help

 R/3 Library

 Glossary

 Release notes

 Use the session manager


 Describe how and when to use the
Business Navigator

 SAP AG

(C) SAP AG TAMM40 6-13


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Getting Help with the R/3 System

SAP R/3

Office Logistic Accounting Human resources Information systems Tools System Help
Extended help
??
R/3 library
Dynamic menu
Find...
Glossary
Release notes
Getting Started
Settings...
Help on help

 SAP AG

 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


SAP Help - R/3 Library

Hide Back Forward Home Print Options


Contents Index Search
R/3 Library
BC - Basis
R/3 Library
CA - Cross Application
FI - Financial Accounting
HR - Human Resources
LO - Logistics
Information

 SAP AG

 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.

(C) SAP AG TAMM40 6-15


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Helponthe ScreenFields

F1
Company code F4

Field: Company code ?


?
?
Definition: The company code represents
an independent accounting Comp. code Company name
unit e.g. a company within a 0001 SAPAGWalldorf
corporate group.
0002 SAPItalia
0003 SAPSchweiz

Choose
Extended help Technical info

 SAPAG

 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.

(C) SAP AG TAMM40 6-16


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Session Manager

 The SAP Session Manager


Customizing
is a tool for system logon Display Options
and session control Options Clipboard
Generate Graphics
 It provides an easy way to Session Manager Alt + F2
Generate Shortcut...
use R/3 functions Response Time
 You can manage your sessions Default Size
Hardcopy
in one or more R/3 Systems and
About...
in different SAP clients

 Access the session


manager through
customizing display
options
R

 SAP AG

 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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(C) SAP AG TAMM40 6-18
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The Business Navigator

 The Business Navigator provides a


picture of functionality and integration
of 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
SD
SD FI
FI
 Effectively create structured business process PP
PP
MM
MM
R/3
CO
CO
AM
AM

documentation QM
QM
Reference PS
PS
PM
PM Model WF
WF

 Improve training HR
HR IS
IS

 SAP AG

 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.

(C) SAP AG TAMM40 6-19


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Basic Elements of Modeling


Name Symbol Definition
Describes occurrence that
Event causes an effect (e.g., customer
inquiry about product price)

Describes business task following


Function
an event (e.g., entering an inquiry)

Logical operators Link events and functions


V
XOR V

Describes relationship and


Control flow
sequence of events and functions

Shows connection between


Process path
processes
R

 SAP AG

 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

 All events linked by an


AND must have occurred Cookie dough is Oven is
ready for baking turned on
to trigger the following
function V

Bake cookies and


V

 SAP AG

 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

 One and only one of the


functions linked by an Make cookies Make cookies
from mix from scratch
Exclusive Or Operator
must have occurred to
trigger the event XOR

Cookies are
XOR exclusive or
made

 SAP AG

 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.

(C) SAP AG TAMM40 6-22


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Logical OR Operator

 One or more of the Take


cookies from
linked events must oven
occur to trigger the
following function
V

Cookies are Cookies are


good burned

V either/or

 SAP AG

 In this example, either the ”Cookies are Good” or the ”Cookies are Burned” may occur from ”Take
Cookies From Oven.”

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Introduction: Unit Summary

 What are the


methods to access help?
 What is the R/3 Library?
 If you are within a task and
select [F1], which type of
help do you access?
 How can the Session Manager
help you?
 What does the Business
Navigator do?
 Why would you use the
Business Navigator?
R

 SAP AG

(C) SAP AG TAMM40 6-24

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