Appendix :

Getting Started with ERP System (Navigation)

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SAP Log On and Log Off
- Starting SAP

1. Click on your desktop

1
2. Select the SAP server you want
to log on

3. Click

[SAP Logon PAD on Your Desktop]

1
SAP Server : there are 3 different kinds of SAP server for different purposes
1) Development Server [DEV] is used for testing the functionalities of SAP ERP by developer
2) Quality Assurance Server [QAS] is used to ensure the quality of functions from development server and used for training
3) Production Server [PRD] is used to operate the real business

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SAP Log On and Log Off
- Log on to SAP

1. Enter the client

2. Input user ID / password

2 3. Select logon language

Passwords:
• Can be 6 to 8 characters long
• Can be a combination of numbers
or letters
• Cannot be the same as your user
name
• Cannot start with three of the same
characters
• Expire after a predefined time
period

2
Definition of Client : In commercial, organizational and technical terms, a client is a self-contained unit in an R/3 system with sepa -
rate master records and its own set of tables. Generally, an enterprise is called a client.

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SAP Log On and Log Off
- Multiple Logons

You can log on continuously while you are

logged on, and you can log on with a different ID
outside of your PC. The screen on the left will
appear.

1. The first radio button selection will exit the

existing log-on screen and log on,

2. The second radio button selection is to log

on additionally while leaving the existing log-
on screen (multi log-on problem limiting the
number of simultaneous connections 3 times)

3. Selecting the third radio button means stop-

ping the logon action.

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 SAP Log On and Log Off
- Log off

To shut down the system after you finish working in SAP,

1. Click Log off of the system at the top of the screen, or
2. If you click at the top of the screen , , the above log off message screen appears and
click to log off.

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SAP Screen and User Parameters
- Role-Based Menu

1. The SAP Easy Access user menu is a

user-specific point of entry
2. Menus are prepared by system
administrators to group together common
transactions performed by job-roles
3. SAP provides 100 role-based menus that
can be customized based on actual jobs
in a company
4. Each role is automatically integrated into
SAP’s authorization concept
5. All users administrate their own favorites
in the menu
6. Role-based menus contain cross-system
functions

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SAP Screen and User Parameters
- Personalization: Main Menu

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SAP Screen and User Parameters
- Personalization: Screen Settings

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SAP Screen and User Parameters
- SAP Window Basic Elements

Menu Bar

Tool Bar
SAP or User Menu
Button Bar
Insert/Overtype Indicator

Server

Status/Message Bar
SAP System ID

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SAP Screen and User Parameters
- Creating Favorites

In SAP Easy Access, you can create a favorites list containing transactions
Procedure Inserting an Item from the SAP Standard or User Menu
Use drag and drop:
1.Select an executable menu item using the mouse, and keep the mouse
button pressed.
2.Drag the item to the desired position in your favorites list, and release the
mouse button.
3.The new item appears below the position where you dropped it.
Or, use the menu bar:
4.Select an executable item
in the user menu.
5.Choose Favorites ® Add.
6.The new item appears at the
end of your list.
Inserting a Transaction
7.Choose Favorites ® Insert
transaction.
8.The following dialog
box appears:

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SAP Screen and User Parameters
- Screen Banner

Data Request Indicator

Command Field

Menu Bar

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SAP Screen and User Parameters
- Standard Navigation Bar

The Standard Toolbar

Enter Find Next

Command Field First Page
Previous Page
Save Next Page
Back Last Page
Exit Create Session
Cancel Create Shortcut
Print F1 Help
Find Layout Menu

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SAP Screen and User Parameters
- Status Bar

 The status bar is located

at the bottom of the
screen and provides
general information about
the system and current
transaction
 To expand the system
status, select
 To display more detailed
system information,
select

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SAP Screen and User Parameters
- How to Display Possible Entries

 To display a list of possible entries, click

 or press F4

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SAP Screen and User Parameters
- User Parameters (1)

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SAP Screen and User Parameters
- User Parameters (1)

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Menu Paths
- Accessing/Initiating Transactions

To start a transaction, there are five options:

1. Include the transaction in your personal favorites folder
2. Use the menu paths to reach the transaction
3. Use the transaction technical name (also known as the
transaction code)
4. Position the cursor on the required transaction in the tree
structure and press Enter
5. Position the cursor on the required transaction in the tree
structure and select Edit > Execute (or press F2)

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Menu Paths
- Using the Menu Path

Select the following menu path on the folder structure:

Menu Bar

Transaction
Code

Favorites

Menu Path

Technical
Names

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Menu Paths
- Transaction Codes

 A transaction code is a four

character alphanumeric
shortcut which can be used
instead of following a menu
path
 Each screen in SAP has an
associated transaction code
 To display the transaction
code for a screen, follow
menu path System  Status

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Menu Paths
- Transaction Codes

 A transaction code is entered in the command field of an SAP screen

To Show or Hide Command Field

 Placing /n before a transaction code will access the screen within the present session in
SAP
 Placing /o before a transaction code will create a new session in SAP

Command Example Description

T-Code ME23N Execute the T-code directly, but it won't work if you've already entered a specific screen
/N /N Clear the contents of the current session
/O /O Open a new Session
/N+T-code /NME23N Perform the corresponding T-code while clearing the contents of the current session
/O+T-code /OME23N Perform the T-Code while opening a new Session
/NEX /NEX Shut down all open Sessions

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Menu Paths
- Editing a Transaction

When finished with the transaction, click to save

To exit from a transaction, click until you

return to the SAP Easy Access screen

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Fields, Data and System Messages
- Types of Fields

1. Required field: Mandatory field in which data must be entered

2. Default field: Automatically populated with data; however,
should be checked to verify correct; data can be changed
3. Optional fields: Used for additional criteria
4. Information fields: Grayed fields are for information only; entry
is not allowed

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Fields, Data and System Messages
- Types of Data

 Master Data
1. Materials (Products)
2. Customers MATERIALS
3. Vendors (Suppliers)
4. G/L Master Records
5. Profit Centers
6. Cost Centers
 Document / Transactional Data
SALES PURCHASE PRODUCTION
1. Sales Orders ORDERS ORDERS ORDERS
2. Purchase Orders
3. Production Orders
 Table Data / Standing Data
1. Screen control information
$
2. Categories of tax
£
3. Stock keeping units
#
4. Validation of screen entries
W

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Fields, Data and System Messages
- Moving Between Fields

 Up/Down Arrow Keys

 Tab/Shift Tab
 Point and Click

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Fields, Data and System Messages
- SAP System Messages

 W: Warning message
 For example, Delivery date is too early because the material has a
longer lead time (for requisitions); warnings must be acknowledged,
but can be bypassed
 E: Error message
 Entering invalid information will cause this type of message; errors
must be fixed to continue transaction
 I: Information message
 Displays document number or verifies an action (save)
 A: Abnormal end message
 Error in SAP program

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Screen Display Option

1. Options
- Select the display options of the screen.

2. Quick Cut and Paste

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Screen Display Option

Change SAP System Background Color

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Screen Display Option

Messages

A beeping sound when SAP Office Mail arrives

If success, warnings, or errors occur, the target box is

set to POPUP.

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Screen Display Option

Local Data

Setting to show the history of input

values ​entered in the input
field

Define retention period, file size,

maximum number of entries and
maximum field history length (char-
acters) of values ​entered in input
field

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Screen Display Option

List Drop Key Values

Define to display details and key

values ​simultaneously from
the drop-down list

Define the sort order of the list

based on the key value

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Function Key

1. F1: Use to look up details for a field

▶ Put the cursor on a field and press F1 to get a de-
scription of the field.

2. F4: Used to look up a possible entry in a field

▶ By placing the cursor in the field and pressing F4,

you can view the inputable values ​for the field.

3. F8: Used to run the program after entering a value in the query condition

▶ Same result as selecting icon

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Getting Help
- Ways to Get Help

1. Field Level Help

2. Application Help
3. SAP Library
4. SAP Glossary
5. SAP Online Help

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Getting Help
- Field Level Help

 Click or press F1
while the cursor is in the field
in question

Online Documentation

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Getting Help
- Application Help

 Under the Help menu, you can access the SAP

Application help

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Getting Help
- Accessing the SAP Libarary

 Under the Help menu, you can access the

SAP Library

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Getting Help
- Accessing the Glossary

 Under the Help menu, you can access the

SAP Glossary

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Getting Help
- SAP Online Help

Click the right mouse button to obtain

a list of all available function keys

Or, access the Internet and go to

http://help.sap.com

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Getting Help
- Search Helps

 A search help provides functionality to search by entering search criteria

 SAP R/3 displays a list of all matching records it retrieves based on the
criteria entered
 Use “*” as a wildcard to search for items when the full name or number is
unknown (Ac* for Acme, for example)

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SAP Matchcodes
- Basic Steps to Using a Matchcode

 A matchcode is a search function within SAP which can be used to look up

master data, documents or reports.

Click the search icon or press F4 on a field

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 SAP Matchcodes
- Basic Steps to Using a Matchcode

 Select a matchcode to
search by selecting the
appropriate tab
 To view a list of all
possible matchcodes for
this field, select the icon.

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SAP Matchcodes
- Basic Steps to Using a Matchcode

 Enter search terms

and wildcards to
narrow the
matchcode search,
and hit enter or
select ‘Start Search’

Search Term

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SAP Matchcodes
- Personal List
 Composite Match code (with Tab-Strip) and set-up select conditions
 Creating personal list (Icon insert into
personal list)

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SAP Matchcodes
- Personal List

 Reading from personal list, modification

eventually switch back on all values

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SAP Matchcodes
- General setting for Search Help

 General setting of format for search help (Printing)

 Menu: HelpSettings (Tab-strip F4-Help)
 Radiobutton Display Set on “Control (amodal)”

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Multiple Session in SAP

 Multiple sessions allow a user to look up information in one transaction while

entering information in another transaction
 SAP allows for as many as six sessions to be open at one time
 To toggle between sessions:
 Press and hold the ALT key, then press the TAB key
 Or if Taskbar is displayed, click on the appropriate session

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Multiple Session in SAP

 To open another session, use

one of the following methods:
• Follow the menu path:
• System > Create session
• Click
• Use the Command Field:
– /oxxxx Creates a new session and
goes to transaction code xxxx
– /o Lists open sessions
• To open a session while the system
is running:
– Click on the top left corner of
screen
– Select Create Session

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Multiple Session in SAP

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