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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Basic Navigation Overview for PM

Save time with navigation tips, favorites and defaults. Learn to look up SAP information for faster trouble-shooting and a more thorough understanding of the system.

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Basic Navigation Overview for PM

All the PM transactions are located on the menu path accessible on the SAP Easy Access screen.

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Basic Navigation Overview for PM

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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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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Lesson 1 - Use Transaction Codes

(Determine Transaction Code for a Particular Screen)
Determine the transaction code for an SAP screen, continued

1.

The resulting screen shows the transaction code right here every time. In this case, its IW21. When finished with this screen, exit using the green check mark.

2.

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Lesson 1 - Use Transaction Codes

(Determine Transaction Code for a Particular Screen)
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. Select the Transaction line to see the transaction code at the bottom of your SAP screen all the time.

2.

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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. Press that button to get a menu of useful options.

2.

3.

Stop transaction will end the transaction immediately and return you to the SAP Easy Access screen.
Caution! If you press Stop Transaction, you will not be returned to your selection screen.

4.

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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. If this is the SAP Easy Access screen, nothing else is needed to navigate to your transaction.

2.

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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 you wish 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 Command Field 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 )

After executing transaction /o, the resulting Overview of Sessions screen offers several useful functions.

1.

To create a new session, press the Generate button.

2.

To end a session that is listed, highlight it and press the End session button.
Press the green check mark if you wish to exit the Overview Sessions screen.

3.

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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. In this example, a new session will be created executing IH01.

2.

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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 Command Field

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. 2.

See how the transaction code is listed on the menu? 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.

From the SAP Easy Access Menu, select menu path Extras -> Settings.

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Lesson 1 - Use Transaction Codes

(Display Transaction Codes on Menu)
Change menu settings to display transaction codes.

1.
2.

Place a check mark next to Display technical names.

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)
3) 4) 5)

Determine the transaction code using menu path System -> Status.
Navigate back to the SAP Easy Access screen by entering /n into the Command Field. Navigate to the Display Notification List Edit screen using transaction code IW29. 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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Lesson 2 - Set Favorites

Ever wonder how to quickly get to the SAP transactions you use 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 the transaction you wish to put in Favorites.

2.

Drag to Favorites folder 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 wish to add to Favorites Select Add to Favorites

2.

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Lesson 2 - Set Favorites

(Add Favorites, Insert Transaction)
If you know the transaction code, you can add it to Favorites by Inserting the Transaction.

1. 2.

Right-click on the Favorites folder 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. Select the green check mark.

2.

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Lesson 2 - Set Favorites (Rename Favorite)

The first thing youll notice when you create a Favorites Entry is that 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. 2.

Enter a name that is meaningful to you. 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

1. 2.

Enter a name that is meaningful to you. Press the green check mark.

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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.

Select Change Favorite.

2.

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Lesson 2 - Set Favorites

(Rename Favorite, Right-Click)
Rename a Favorites entry with Right-Click, continued

1. 2.

Enter a name that is meaningful to you. Press the green arrow

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Lesson 2 Set Favorites (Change Order)

The order in which Favorites Entries are listed can be changed to 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 the Menu Path

1.

Select the Favorites Entry you wish to move.

2.

Select menu path Favorites -> Move -> Up (or Down) The Favorites Entry will move one line up (or down.)

3.

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Lesson 2 - Set Favorites

(Change Order, Button Command)
Change the order in which Favorites Entries are listed with the Button Commands

1.

Select the Favorites Entry you wish to move.

2.

Select the Move Favorites Up button. The Favorites Entry will move one line up.

3.

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Lesson 2 - Set Favorites

(Change Order, Button Command)
Change the order in which Favorites Entries are listed with the Button Commands

1.

Select the Favorites Entry you wish to move.

2.

Select the Move Favorites Down button. The Favorites Entry will move one line down.

3.

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Lesson 2 - Set Favorites

(Change Order, Drag and Drop)
Change the order in which Favorites Entries are listed with Drag and Drop

1.

Select and hold the Favorites Entry you wish to move. Drag to location in list where you want it and release.

2.

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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. 2.

Wow! Thats a lot of Favorites! Is this still faster than drilling down the menu paths? Lets create some folders to get this organized.
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3.

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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. 3.

Select menu path Favorites -> Insert Folder. 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. 2.

Enter a name for your folder. 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. Select Insert Folder The new folder will be inserted after the entry you selected in step 1.

2. 3.

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Lesson 2 - Set Favorites

(Create Folders, Right-Click)
Create a folder using Right-Click, continued

1. 2.

Enter a name for your folder. 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

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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.

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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.

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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. Select Delete Favorite

2.

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Lesson 2 Exercises

1) 2)

Create a Favorites Entry for transaction IW21, Create General Notification. 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?

4. 1. To see the help for a particular field, place your cursor in the field and press the F1 key. The resulting screen is called Performance Assistant. Get more information by clicking on any highlighted words or pressing the next page button if available.

To exit Performance Assistant, press the blue x button.

2. 3.

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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.
3.

Notice the warning message at the bottom of the screen.

Double-click on the line to get more information.

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Lesson 3 - Use Help Documents

(Error Resolution)
Viewing the complete message for a warning or error, continued

4.

1.

After double-clicking a warning or error message, the Performance Assistant screen appears with a more thorough description of the issue.
Sometimes there is even a recommendation of how to fix the problem.

To exit Performance Assistant, press the blue x button.

2.

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Lesson 4 - Set Parameter IDs

A Parameter ID (PID) allows you to set a system-wide default for 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.

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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 to determine 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. Select Help

2.

3.

This can also be accomplished by pressing the F1 key while your cursor is in the field for which you 59 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 Technical Information Button

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Lesson 4 - Set Parameter IDs

(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. Jot that down or copy it with Ctrl-C. Exit out of this screen with the green check mark.
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2. 3.

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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 (Create PID)

Create the Functional Location PID

1. 2.

Select the Parameters tab. On a blank line enter the PID label, IFL in the case of Functional Location, under the heading Parameter ID. Under Parameter value, enter the default value you want.

4.

Press the Save button.

3.

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Lesson 4 - Set Parameter IDs (Change PID)

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

From any screen execute menu path System -> 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 line you wish to change.

2. 3.

Press the Save button. Caution! Do not change any PID unless you know for sure with which field it 65 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.

2. 3. 1. Select line of PID you wish to delete.

Press the Delete line button. Caution! Do not delete any PID unless you know for sure you dont need it anymore.
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Lesson 4 Exercises

1) 2) 3) 4)

Navigate to IH01, Functional Location Structure. Determine the PID label for the Functional Location field using F1. Create a PID for Functional Location using System -> User Profile -> Own Data. 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)

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