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Navigation et introduction dans SAP EN.ppt

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The document provides a comprehensive training guide for basic navigation in the SAP R/3 system, covering essential operations such as logging on and off, accessing transactions, and using favorites for efficiency. It also includes instructions on password management, session handling, data entry techniques, and troubleshooting common issues. The guide aims to familiarize users with SAP's functionalities and enhance their proficiency in navigating the platform.

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1 UNISUP / SALSA Training – Basic Navigation 02/2009 SAP R/3 - First steps... SAP R/3 - First steps...  Logging on and off  Accessing a transaction  Using favorites  Working in transactions  Looking for data  Working with sessions  Sources of help  The use of the Pyramid Help Tool
02/2009 2 UNISUP / SALSA Training – Basic Navigation Logging on and off Logging on and off Topic 1 Topic 1
02/2009 3 UNISUP / SALSA Training – Basic Navigation Logging on Logging on Before logging on, you will have to know ...  your user-id
02/2009 4 UNISUP / SALSA Training – Basic Navigation User-id User-id What do you need a user-ID for ? What do you need a user-ID for ?  secures the system  determines which tasks the user may access  enables the system to keep track of who makes changes to documents A user-id ...
02/2009 5 UNISUP / SALSA Training – Basic Navigation Before logging on, you will have to know ...  your user-id  your password Logging on Logging on
02/2009 6 UNISUP / SALSA Training – Basic Navigation • Must be min. 3 and max. 8 characters long • Letters A-Z, numbers 0-9, punctuation marks • Do not begin with ! or ? or a blank space • Do not begin with 3 identical characters • Do not begin with a 3-letter combination that also appears in your user ID (e.g. “PPeters” and “pet1”) • Don’t use your 5 previous passwords Password Password
02/2009 7 UNISUP / SALSA Training – Basic Navigation Before logging on, you will have to know ...  your user-id  your password  the correct server Logging on Logging on
02/2009 8 UNISUP / SALSA Training – Basic Navigation Before logging on, you will have to know ...  your user-id  your password  the correct server Check with your local organization Logging on Logging on
02/2009 9 UNISUP / SALSA Training – Basic Navigation Starting SAP Starting SAP Double click this icon Double click this icon on your Windows on your Windows Desktop to start SAP Desktop to start SAP Sap 4.6c Logon
02/2009 10 UNISUP / SALSA Training – Basic Navigation Logging on Logging on 1. Enter user name 2. Press the TAB key 3. Enter Password 4. Press ENTER “Client” = default
02/2009 11 UNISUP / SALSA Training – Basic Navigation First logon First logon At first logon, the system will ask you to change your initial password. 1. Enter a new password 2. Press the TAB key 3. Repeat the new password 4. Click to confirm The newly defined password will be The newly defined password will be the password to be used at next logon. the password to be used at next logon.
02/2009 12 UNISUP / SALSA Training – Basic Navigation Welcome in SAP Welcome in SAP In a moment you will learn what to do once you are in In a moment you will learn what to do once you are in SAP, but first, let’s look at how to leave the current SAP SAP, but first, let’s look at how to leave the current SAP session ... session ... Welcome, you are now in SAP 4.6c !! Welcome, you are now in SAP 4.6c !!
02/2009 13 UNISUP / SALSA Training – Basic Navigation Logging off Logging off Always log off when leaving your desk ! This is required to ensure the system’s security
02/2009 14 UNISUP / SALSA Training – Basic Navigation Logging off Logging off To log off, choose <System / Log off> from any screen ...
02/2009 15 UNISUP / SALSA Training – Basic Navigation ... or close all open SAP windows by clicking in each one of them on the little cross in the top right corner. Logging off Logging off
02/2009 16 UNISUP / SALSA Training – Basic Navigation Tips and tricks … Tips and tricks … Every now and then, the system will ask us to change our Password. If that happens, SAP will show the same screen as the one we have seen at first logon. If, for any reason, you would like to change your password even before the system asks you to, you are able to call this window during the logon procedure …
02/2009 17 UNISUP / SALSA Training – Basic Navigation 2. Click "New password" 1. Enter correct data (Use your current password!) How to change your password ? How to change your password ? 4. Click “Transfer” 3. Enter your new password twice
02/2009 18 UNISUP / SALSA Training – Basic Navigation Troubles ? Troubles ? • User id locked ? • Forgotten your password ? Call the local Call the local HELPDESK !! HELPDESK !! Tel. : xxx-xxxxx-xx Tel. : xxx-xxxxx-xx • Provide your user-id • Ask to be unlocked and ask for a password reset • You'll receive a new password • The system will ask you to change this password
02/2009 19 UNISUP / SALSA Training – Basic Navigation Topic 2 Topic 2 Accessing a transaction Accessing a transaction
02/2009 20 UNISUP / SALSA Training – Basic Navigation A menu structure guides you to your transaction A menu structure guides you to your transaction The general SAP menu
02/2009 21 UNISUP / SALSA Training – Basic Navigation Favorites Favorites The Favorites list may be considered as a personal list of shortcuts to the most useful transactions Later in this course we will learn how to create / modify this list! Later in this course we will learn how to create / modify this list!
02/2009 22 UNISUP / SALSA Training – Basic Navigation 1st method: select a transaction from the folder list How to access a transaction (1) How to access a transaction (1)
02/2009 23 UNISUP / SALSA Training – Basic Navigation Accessing a transaction (1) Accessing a transaction (1) To open a folder, click (once) on the arrow… … or double click on the folder. To start a transaction, double click on the transaction name.
02/2009 24 UNISUP / SALSA Training – Basic Navigation 2nd method: use the command field How to access a transaction (2) How to access a transaction (2)
02/2009 25 UNISUP / SALSA Training – Basic Navigation Accessing a transaction (2) Accessing a transaction (2) Command field not available? Click here…
02/2009 26 UNISUP / SALSA Training – Basic Navigation Accessing a transaction (2) Accessing a transaction (2) If you know the code of a transaction (e.g. ”XK02"), you can enter that code immediately in the command field, preceded by "/n". Then press Enter to start the transaction.
02/2009 27 UNISUP / SALSA Training – Basic Navigation Accessing a transaction (2) Accessing a transaction (2) When you are in the “SAP Easy Access menu” or in your “Personal menu”, the ‘/n’ is not really necessary. (‘/n’ stops the current transaction without update and calls the menu)
02/2009 28 UNISUP / SALSA Training – Basic Navigation SAP transaction names SAP transaction names Visualize the Visualize the transaction codes in transaction codes in the menu the menu Visualize the transaction Visualize the transaction codes in the status bar codes in the status bar The next slides show you how to activate these functions. 1 1 2 2 There are two ways to learn the transaction codes of the There are two ways to learn the transaction codes of the transactions you use most. transactions you use most.
02/2009 29 UNISUP / SALSA Training – Basic Navigation Visualize transaction codes in the menu Visualize transaction codes in the menu Select < Extras / Settings > to display the SAP transaction names 1 1
02/2009 30 UNISUP / SALSA Training – Basic Navigation Find the transaction code Find the transaction code When you are in a transaction, and you want to see the When you are in a transaction, and you want to see the transaction code, open the supplementary information field in transaction code, open the supplementary information field in the status bar. the status bar. Click the list icon Click the list icon and find the and find the Transaction Transaction name name 2 2
02/2009 31 UNISUP / SALSA Training – Basic Navigation Topic 3 Topic 3 Using favorites Using favorites
02/2009 32 UNISUP / SALSA Training – Basic Navigation Favorites Favorites Sometimes, finding a Sometimes, finding a transaction in the transaction in the SAP menu can be a SAP menu can be a problem… problem… ? ? ? ? ? ?
02/2009 33 UNISUP / SALSA Training – Basic Navigation Favorites Favorites Luckily SAP offers Luckily SAP offers a solution for this: a solution for this: the favorites! the favorites! You can put your mostly used transactions in a personal favorites list, where you can find them a lot easier.
02/2009 34 UNISUP / SALSA Training – Basic Navigation Create favorites Create favorites To add a transaction to your favorites, first select the transaction in the SAP menu (one click only!) … … and then click here. You can as well click the transaction and drag & drop it into the Favorites folder
02/2009 35 UNISUP / SALSA Training – Basic Navigation Create favorites Create favorites The transaction is now placed in the folder "Favorites" and can be started from there.
02/2009 36 UNISUP / SALSA Training – Basic Navigation Rename favorites Rename favorites Use this icon Use this icon to rename to rename your favorites your favorites
02/2009 37 UNISUP / SALSA Training – Basic Navigation Delete favorites Delete favorites And this icon can be used to remove a And this icon can be used to remove a selected favorite from your favorites list. selected favorite from your favorites list.
02/2009 38 UNISUP / SALSA Training – Basic Navigation Manual favorites creation Manual favorites creation If you know the If you know the transaction code, transaction code, you can immediately you can immediately put it in the Favorites put it in the Favorites folder folder
02/2009 39 UNISUP / SALSA Training – Basic Navigation Organize the favorites Organize the favorites You can use You can use folders to folders to organize our organize our favorites favorites Use the arrow Use the arrow keys to change keys to change the favorites’ the favorites’ order - or drag & order - or drag & drop drop
02/2009 40 UNISUP / SALSA Training – Basic Navigation Topic 4 Topic 4 Working in transactions Working in transactions
02/2009 41 UNISUP / SALSA Training – Basic Navigation Display fields (gray background) (no changes possible) Input fields (white background) Types of fields Types of fields Click here for a list of possible values Indicates a mandatory field
02/2009 42 UNISUP / SALSA Training – Basic Navigation Aid for entering data Types of fields Types of fields  This icon only appears after clicking (once) in the field.  The ”aid" can be a list with possible values, or a list of available match codes (see topic 6).
02/2009 43 UNISUP / SALSA Training – Basic Navigation Copy data Copy data As SAP is a program running under Windows, it is As SAP is a program running under Windows, it is possible to use Windows’ copy and paste functions to possible to use Windows’ copy and paste functions to enter data in fields. enter data in fields. 1 1 Select the text you want to copy Select the text you want to copy 2 2 3 3 Press <CTRL> + <C> Press <CTRL> + <C> Put the cursor on the location where Put the cursor on the location where the text should be copied to and the text should be copied to and press <CTRL> + <V> press <CTRL> + <V>
02/2009 44 UNISUP / SALSA Training – Basic Navigation Cancel Back End transaction Enter Always save data before leaving a transaction !!!! Save data SAP toolbar buttons SAP toolbar buttons Execute Standard SAP buttons Standard SAP buttons
02/2009 45 UNISUP / SALSA Training – Basic Navigation Standard SAP buttons Standard SAP buttons Moving around in a displayed list ? First page Previous page Next page Last page
02/2009 46 UNISUP / SALSA Training – Basic Navigation Every transaction has its own specific toolbar. The icons that may be useful to us, will be explained in the transaction classes. Standard SAP buttons Standard SAP buttons
02/2009 47 UNISUP / SALSA Training – Basic Navigation System messages System messages We will use the keyboard to type text in the fields, we will We will use the keyboard to type text in the fields, we will click on the standard icons and the task specific icons to click on the standard icons and the task specific icons to communicate with the system communicate with the system ... ... … … the system will the system will communicate with us communicate with us by by sending us System sending us System Messages. Messages. It is important to read these messages and react properly !! It is important to read these messages and react properly !!
02/2009 48 UNISUP / SALSA Training – Basic Navigation ERROR ERROR Invalid entry made or no entry made in a mandatory field. Cannot continue until corrected. WARNING WARNING Possible error. Check entry before proceeding. Press ENTER to proceed. INFORMATION INFORMATION Displayed to assist or to inform the user. System messages System messages
02/2009 49 UNISUP / SALSA Training – Basic Navigation Topic 5 Topic 5 Looking for data Looking for data
02/2009 50 UNISUP / SALSA Training – Basic Navigation Match codes Match codes Definition A tool used to search for master or transactional data
02/2009 51 UNISUP / SALSA Training – Basic Navigation Symbol behind the field: match code available 2. Click on the symbol 1. Click in the field Using match codes Using match codes
02/2009 52 UNISUP / SALSA Training – Basic Navigation Use arrows or Click on tabs or ... Selecting match codes Selecting match codes Select match code SAP always defaults the most recently used match code!
02/2009 53 UNISUP / SALSA Training – Basic Navigation …click here for an overview of available match codes Selecting match codes Selecting match codes
02/2009 54 UNISUP / SALSA Training – Basic Navigation 1.Enter known values (an asterisk ‘*’ replaces the unknown characters) 2. Click or press “Enter” Using match codes Using match codes 3. Choose correct item from list by double clicking the line
02/2009 55 UNISUP / SALSA Training – Basic Navigation Using match codes Using match codes To redo the search with new or modified values, click here … … adapt the search criteria and start the search again.
02/2009 56 UNISUP / SALSA Training – Basic Navigation Match code result Match code result It is possible to sort the columns of the match code result by It is possible to sort the columns of the match code result by clicking on the column header : clicking on the column header : The small red The small red triangle triangle indicates the indicates the sorted column sorted column and whether and whether the sort the sort sequence is sequence is ascending or ascending or descending descending
02/2009 57 UNISUP / SALSA Training – Basic Navigation * replaces 0, 1 or more characters + replaces 1 character Always use wildcards if you don’t know the exact data Using wildcards Using wildcards
02/2009 58 UNISUP / SALSA Training – Basic Navigation STUD+OL* Using wildcards Using wildcards
02/2009 59 UNISUP / SALSA Training – Basic Navigation Lost ? Lost ? If the selection of a match code accidently brings you to this screen, you should click the green return arrow … … SAP displays the same match code list, but in another layout. Choose the correct match code (in case of doubt, select the first one) The match code ‘Find objects in classes’ is an The match code ‘Find objects in classes’ is an alternative search method dealt with in the alternative search method dealt with in the transaction courses. transaction courses.
02/2009 60 UNISUP / SALSA Training – Basic Navigation Topic 6 Topic 6 Working with sessions Working with sessions
02/2009 61 UNISUP / SALSA Training – Basic Navigation  SAP offers the possibility to perform several tasks simultaneously.  Every task (transaction) will be opened in a separate session.  While you are working in one session, the tasks in the other sessions remain untouched. What are sessions? What are sessions?
02/2009 62 UNISUP / SALSA Training – Basic Navigation What are sessions? What are sessions? 1 Session = 1 Window
02/2009 63 UNISUP / SALSA Training – Basic Navigation Click here or Choose < System / Create session > from the menu Opening a Opening a new session new session Working with sessions Working with sessions
02/2009 64 UNISUP / SALSA Training – Basic Navigation Switching Switching between between sessions sessions Click somewhere in the new session window ... ... use Alt-Tab to switch between windows ... … or click the appropriate button on the Windows taskbar at the bottom of the screen Working with sessions Working with sessions
02/2009 65 UNISUP / SALSA Training – Basic Navigation Click or Choose < System / End session > from the menu Closing a Closing a session session Working with sessions Working with sessions X X
02/2009 66 UNISUP / SALSA Training – Basic Navigation Closing a Closing a session session Save all data before ending the session ! !! Warning !! !! Warning !! Working with sessions Working with sessions
02/2009 67 UNISUP / SALSA Training – Basic Navigation Sources of Sources of help help Topic 7 Topic 7
02/2009 68 UNISUP / SALSA Training – Basic Navigation On-line Help in SAP On-line Help in SAP F1 F1 F1 F1 F1 F1 F1 F1 Place cursor on a field or fieldname, then click F1
02/2009 69 UNISUP / SALSA Training – Basic Navigation On-line Help in SAP On-line Help in SAP More help is available in the Help menu These help documents show standard SAP. Therefore, TFE specifics are not covered.
02/2009 70 UNISUP / SALSA Training – Basic Navigation 1. Training manual / help cards 2. The Intranet Pyramid help tool (link from within SAP) 3. Power users 4. Key users 5. If necessary the Key user will contact:  other key users  the SAP competency center Help sources in case of Functional problems Help sources in case of Functional problems FUNCTIONAL FUNCTIONAL
02/2009 71 UNISUP / SALSA Training – Basic Navigation 1. Call the Help Desk 2. Call the Key user Help sources in case of Technical problems Help sources in case of Technical problems Call the Call the HELPDESK !! HELPDESK !! xxx-xxxxx-xxx xxx-xxxxx-xxx TECHNICAL TECHNICAL
02/2009 72 UNISUP / SALSA Training – Basic Navigation Sending screenshots Sending screenshots If you ask help by E-mail, use this method to include a screenshot in your message: 1. in SAP, press CTRL+Y 2. select with the cursor the area you want to include in your message 3. press CTRL+C to copy the selected area 4. open a new E-mail message (in Outlook) 5. in the new message, press CTRL+V to paste the copied SAP screen into the message
02/2009 73 UNISUP / SALSA Training – Basic Navigation Printing screenshots Printing screenshots If you want to print a screenshot on the network printer : 4215/MRP
02/2009 74 UNISUP / SALSA Training – Basic Navigation Authorization profile Authorization profile • SAP may refuse you to start SAP may refuse you to start a transaction when your a transaction when your authorization profile does authorization profile does not allow you to run that not allow you to run that transaction transaction • If you need that specific If you need that specific transaction, the transaction, the authorization help desk will authorization help desk will ask for information ask for information • This information can be This information can be found under <System - found under <System - Utilities> Utilities>
02/2009 75 UNISUP / SALSA Training – Basic Navigation Display user’s Authorization values Display user’s Authorization values To be communicated  Use <CTRL> + <Y> before copy/paste
02/2009 76 UNISUP / SALSA Training – Basic Navigation The use of the The use of the Pyramid Help Tool Pyramid Help Tool Topic 8 Topic 8
02/2009 77 UNISUP / SALSA Training – Basic Navigation SAP help tool for TOTAL SAP help tool for TOTAL The Pyramid tool is a tailor made The Pyramid tool is a tailor made help tool where you will find TOTAL help tool where you will find TOTAL specific information. specific information. The Pyramid contains the SAP flows, The Pyramid contains the SAP flows, as well as all training documentation as well as all training documentation and a step by step guide line for the and a step by step guide line for the most frequently used transactions ! most frequently used transactions !
02/2009 78 UNISUP / SALSA Training – Basic Navigation Pyramid help tool Pyramid help tool Start with the Help function ! Start with the Help function !
79 UNISUP / SALSA Training – Basic Navigation 02/2009 SAP R/3 - First steps... SAP R/3 - First steps...  Logging on and off  Accessing a transaction  Using favorites  Working in transactions  Looking for data  Working with sessions  Sources of help  The use of the Pyramid Help Tool

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Navigation et introduction dans SAP EN.ppt

  • 1. 1 UNISUP / SALSA Training – Basic Navigation 02/2009 SAP R/3 - First steps... SAP R/3 - First steps...  Logging on and off  Accessing a transaction  Using favorites  Working in transactions  Looking for data  Working with sessions  Sources of help  The use of the Pyramid Help Tool
  • 2. 02/2009 2 UNISUP / SALSA Training – Basic Navigation Logging on and off Logging on and off Topic 1 Topic 1
  • 3. 02/2009 3 UNISUP / SALSA Training – Basic Navigation Logging on Logging on Before logging on, you will have to know ...  your user-id
  • 4. 02/2009 4 UNISUP / SALSA Training – Basic Navigation User-id User-id What do you need a user-ID for ? What do you need a user-ID for ?  secures the system  determines which tasks the user may access  enables the system to keep track of who makes changes to documents A user-id ...
  • 5. 02/2009 5 UNISUP / SALSA Training – Basic Navigation Before logging on, you will have to know ...  your user-id  your password Logging on Logging on
  • 6. 02/2009 6 UNISUP / SALSA Training – Basic Navigation • Must be min. 3 and max. 8 characters long • Letters A-Z, numbers 0-9, punctuation marks • Do not begin with ! or ? or a blank space • Do not begin with 3 identical characters • Do not begin with a 3-letter combination that also appears in your user ID (e.g. “PPeters” and “pet1”) • Don’t use your 5 previous passwords Password Password
  • 7. 02/2009 7 UNISUP / SALSA Training – Basic Navigation Before logging on, you will have to know ...  your user-id  your password  the correct server Logging on Logging on
  • 8. 02/2009 8 UNISUP / SALSA Training – Basic Navigation Before logging on, you will have to know ...  your user-id  your password  the correct server Check with your local organization Logging on Logging on
  • 9. 02/2009 9 UNISUP / SALSA Training – Basic Navigation Starting SAP Starting SAP Double click this icon Double click this icon on your Windows on your Windows Desktop to start SAP Desktop to start SAP Sap 4.6c Logon
  • 10. 02/2009 10 UNISUP / SALSA Training – Basic Navigation Logging on Logging on 1. Enter user name 2. Press the TAB key 3. Enter Password 4. Press ENTER “Client” = default
  • 11. 02/2009 11 UNISUP / SALSA Training – Basic Navigation First logon First logon At first logon, the system will ask you to change your initial password. 1. Enter a new password 2. Press the TAB key 3. Repeat the new password 4. Click to confirm The newly defined password will be The newly defined password will be the password to be used at next logon. the password to be used at next logon.
  • 12. 02/2009 12 UNISUP / SALSA Training – Basic Navigation Welcome in SAP Welcome in SAP In a moment you will learn what to do once you are in In a moment you will learn what to do once you are in SAP, but first, let’s look at how to leave the current SAP SAP, but first, let’s look at how to leave the current SAP session ... session ... Welcome, you are now in SAP 4.6c !! Welcome, you are now in SAP 4.6c !!
  • 13. 02/2009 13 UNISUP / SALSA Training – Basic Navigation Logging off Logging off Always log off when leaving your desk ! This is required to ensure the system’s security
  • 14. 02/2009 14 UNISUP / SALSA Training – Basic Navigation Logging off Logging off To log off, choose <System / Log off> from any screen ...
  • 15. 02/2009 15 UNISUP / SALSA Training – Basic Navigation ... or close all open SAP windows by clicking in each one of them on the little cross in the top right corner. Logging off Logging off
  • 16. 02/2009 16 UNISUP / SALSA Training – Basic Navigation Tips and tricks … Tips and tricks … Every now and then, the system will ask us to change our Password. If that happens, SAP will show the same screen as the one we have seen at first logon. If, for any reason, you would like to change your password even before the system asks you to, you are able to call this window during the logon procedure …
  • 17. 02/2009 17 UNISUP / SALSA Training – Basic Navigation 2. Click "New password" 1. Enter correct data (Use your current password!) How to change your password ? How to change your password ? 4. Click “Transfer” 3. Enter your new password twice
  • 18. 02/2009 18 UNISUP / SALSA Training – Basic Navigation Troubles ? Troubles ? • User id locked ? • Forgotten your password ? Call the local Call the local HELPDESK !! HELPDESK !! Tel. : xxx-xxxxx-xx Tel. : xxx-xxxxx-xx • Provide your user-id • Ask to be unlocked and ask for a password reset • You'll receive a new password • The system will ask you to change this password
  • 19. 02/2009 19 UNISUP / SALSA Training – Basic Navigation Topic 2 Topic 2 Accessing a transaction Accessing a transaction
  • 20. 02/2009 20 UNISUP / SALSA Training – Basic Navigation A menu structure guides you to your transaction A menu structure guides you to your transaction The general SAP menu
  • 21. 02/2009 21 UNISUP / SALSA Training – Basic Navigation Favorites Favorites The Favorites list may be considered as a personal list of shortcuts to the most useful transactions Later in this course we will learn how to create / modify this list! Later in this course we will learn how to create / modify this list!
  • 22. 02/2009 22 UNISUP / SALSA Training – Basic Navigation 1st method: select a transaction from the folder list How to access a transaction (1) How to access a transaction (1)
  • 23. 02/2009 23 UNISUP / SALSA Training – Basic Navigation Accessing a transaction (1) Accessing a transaction (1) To open a folder, click (once) on the arrow… … or double click on the folder. To start a transaction, double click on the transaction name.
  • 24. 02/2009 24 UNISUP / SALSA Training – Basic Navigation 2nd method: use the command field How to access a transaction (2) How to access a transaction (2)
  • 25. 02/2009 25 UNISUP / SALSA Training – Basic Navigation Accessing a transaction (2) Accessing a transaction (2) Command field not available? Click here…
  • 26. 02/2009 26 UNISUP / SALSA Training – Basic Navigation Accessing a transaction (2) Accessing a transaction (2) If you know the code of a transaction (e.g. ”XK02"), you can enter that code immediately in the command field, preceded by "/n". Then press Enter to start the transaction.
  • 27. 02/2009 27 UNISUP / SALSA Training – Basic Navigation Accessing a transaction (2) Accessing a transaction (2) When you are in the “SAP Easy Access menu” or in your “Personal menu”, the ‘/n’ is not really necessary. (‘/n’ stops the current transaction without update and calls the menu)
  • 28. 02/2009 28 UNISUP / SALSA Training – Basic Navigation SAP transaction names SAP transaction names Visualize the Visualize the transaction codes in transaction codes in the menu the menu Visualize the transaction Visualize the transaction codes in the status bar codes in the status bar The next slides show you how to activate these functions. 1 1 2 2 There are two ways to learn the transaction codes of the There are two ways to learn the transaction codes of the transactions you use most. transactions you use most.
  • 29. 02/2009 29 UNISUP / SALSA Training – Basic Navigation Visualize transaction codes in the menu Visualize transaction codes in the menu Select < Extras / Settings > to display the SAP transaction names 1 1
  • 30. 02/2009 30 UNISUP / SALSA Training – Basic Navigation Find the transaction code Find the transaction code When you are in a transaction, and you want to see the When you are in a transaction, and you want to see the transaction code, open the supplementary information field in transaction code, open the supplementary information field in the status bar. the status bar. Click the list icon Click the list icon and find the and find the Transaction Transaction name name 2 2
  • 31. 02/2009 31 UNISUP / SALSA Training – Basic Navigation Topic 3 Topic 3 Using favorites Using favorites
  • 32. 02/2009 32 UNISUP / SALSA Training – Basic Navigation Favorites Favorites Sometimes, finding a Sometimes, finding a transaction in the transaction in the SAP menu can be a SAP menu can be a problem… problem… ? ? ? ? ? ?
  • 33. 02/2009 33 UNISUP / SALSA Training – Basic Navigation Favorites Favorites Luckily SAP offers Luckily SAP offers a solution for this: a solution for this: the favorites! the favorites! You can put your mostly used transactions in a personal favorites list, where you can find them a lot easier.
  • 34. 02/2009 34 UNISUP / SALSA Training – Basic Navigation Create favorites Create favorites To add a transaction to your favorites, first select the transaction in the SAP menu (one click only!) … … and then click here. You can as well click the transaction and drag & drop it into the Favorites folder
  • 35. 02/2009 35 UNISUP / SALSA Training – Basic Navigation Create favorites Create favorites The transaction is now placed in the folder "Favorites" and can be started from there.
  • 36. 02/2009 36 UNISUP / SALSA Training – Basic Navigation Rename favorites Rename favorites Use this icon Use this icon to rename to rename your favorites your favorites
  • 37. 02/2009 37 UNISUP / SALSA Training – Basic Navigation Delete favorites Delete favorites And this icon can be used to remove a And this icon can be used to remove a selected favorite from your favorites list. selected favorite from your favorites list.
  • 38. 02/2009 38 UNISUP / SALSA Training – Basic Navigation Manual favorites creation Manual favorites creation If you know the If you know the transaction code, transaction code, you can immediately you can immediately put it in the Favorites put it in the Favorites folder folder
  • 39. 02/2009 39 UNISUP / SALSA Training – Basic Navigation Organize the favorites Organize the favorites You can use You can use folders to folders to organize our organize our favorites favorites Use the arrow Use the arrow keys to change keys to change the favorites’ the favorites’ order - or drag & order - or drag & drop drop
  • 40. 02/2009 40 UNISUP / SALSA Training – Basic Navigation Topic 4 Topic 4 Working in transactions Working in transactions
  • 41. 02/2009 41 UNISUP / SALSA Training – Basic Navigation Display fields (gray background) (no changes possible) Input fields (white background) Types of fields Types of fields Click here for a list of possible values Indicates a mandatory field
  • 42. 02/2009 42 UNISUP / SALSA Training – Basic Navigation Aid for entering data Types of fields Types of fields  This icon only appears after clicking (once) in the field.  The ”aid" can be a list with possible values, or a list of available match codes (see topic 6).
  • 43. 02/2009 43 UNISUP / SALSA Training – Basic Navigation Copy data Copy data As SAP is a program running under Windows, it is As SAP is a program running under Windows, it is possible to use Windows’ copy and paste functions to possible to use Windows’ copy and paste functions to enter data in fields. enter data in fields. 1 1 Select the text you want to copy Select the text you want to copy 2 2 3 3 Press <CTRL> + <C> Press <CTRL> + <C> Put the cursor on the location where Put the cursor on the location where the text should be copied to and the text should be copied to and press <CTRL> + <V> press <CTRL> + <V>
  • 44. 02/2009 44 UNISUP / SALSA Training – Basic Navigation Cancel Back End transaction Enter Always save data before leaving a transaction !!!! Save data SAP toolbar buttons SAP toolbar buttons Execute Standard SAP buttons Standard SAP buttons
  • 45. 02/2009 45 UNISUP / SALSA Training – Basic Navigation Standard SAP buttons Standard SAP buttons Moving around in a displayed list ? First page Previous page Next page Last page
  • 46. 02/2009 46 UNISUP / SALSA Training – Basic Navigation Every transaction has its own specific toolbar. The icons that may be useful to us, will be explained in the transaction classes. Standard SAP buttons Standard SAP buttons
  • 47. 02/2009 47 UNISUP / SALSA Training – Basic Navigation System messages System messages We will use the keyboard to type text in the fields, we will We will use the keyboard to type text in the fields, we will click on the standard icons and the task specific icons to click on the standard icons and the task specific icons to communicate with the system communicate with the system ... ... … … the system will the system will communicate with us communicate with us by by sending us System sending us System Messages. Messages. It is important to read these messages and react properly !! It is important to read these messages and react properly !!
  • 48. 02/2009 48 UNISUP / SALSA Training – Basic Navigation ERROR ERROR Invalid entry made or no entry made in a mandatory field. Cannot continue until corrected. WARNING WARNING Possible error. Check entry before proceeding. Press ENTER to proceed. INFORMATION INFORMATION Displayed to assist or to inform the user. System messages System messages
  • 49. 02/2009 49 UNISUP / SALSA Training – Basic Navigation Topic 5 Topic 5 Looking for data Looking for data
  • 50. 02/2009 50 UNISUP / SALSA Training – Basic Navigation Match codes Match codes Definition A tool used to search for master or transactional data
  • 51. 02/2009 51 UNISUP / SALSA Training – Basic Navigation Symbol behind the field: match code available 2. Click on the symbol 1. Click in the field Using match codes Using match codes
  • 52. 02/2009 52 UNISUP / SALSA Training – Basic Navigation Use arrows or Click on tabs or ... Selecting match codes Selecting match codes Select match code SAP always defaults the most recently used match code!
  • 53. 02/2009 53 UNISUP / SALSA Training – Basic Navigation …click here for an overview of available match codes Selecting match codes Selecting match codes
  • 54. 02/2009 54 UNISUP / SALSA Training – Basic Navigation 1.Enter known values (an asterisk ‘*’ replaces the unknown characters) 2. Click or press “Enter” Using match codes Using match codes 3. Choose correct item from list by double clicking the line
  • 55. 02/2009 55 UNISUP / SALSA Training – Basic Navigation Using match codes Using match codes To redo the search with new or modified values, click here … … adapt the search criteria and start the search again.
  • 56. 02/2009 56 UNISUP / SALSA Training – Basic Navigation Match code result Match code result It is possible to sort the columns of the match code result by It is possible to sort the columns of the match code result by clicking on the column header : clicking on the column header : The small red The small red triangle triangle indicates the indicates the sorted column sorted column and whether and whether the sort the sort sequence is sequence is ascending or ascending or descending descending
  • 57. 02/2009 57 UNISUP / SALSA Training – Basic Navigation * replaces 0, 1 or more characters + replaces 1 character Always use wildcards if you don’t know the exact data Using wildcards Using wildcards
  • 58. 02/2009 58 UNISUP / SALSA Training – Basic Navigation STUD+OL* Using wildcards Using wildcards
  • 59. 02/2009 59 UNISUP / SALSA Training – Basic Navigation Lost ? Lost ? If the selection of a match code accidently brings you to this screen, you should click the green return arrow … … SAP displays the same match code list, but in another layout. Choose the correct match code (in case of doubt, select the first one) The match code ‘Find objects in classes’ is an The match code ‘Find objects in classes’ is an alternative search method dealt with in the alternative search method dealt with in the transaction courses. transaction courses.
  • 60. 02/2009 60 UNISUP / SALSA Training – Basic Navigation Topic 6 Topic 6 Working with sessions Working with sessions
  • 61. 02/2009 61 UNISUP / SALSA Training – Basic Navigation  SAP offers the possibility to perform several tasks simultaneously.  Every task (transaction) will be opened in a separate session.  While you are working in one session, the tasks in the other sessions remain untouched. What are sessions? What are sessions?
  • 62. 02/2009 62 UNISUP / SALSA Training – Basic Navigation What are sessions? What are sessions? 1 Session = 1 Window
  • 63. 02/2009 63 UNISUP / SALSA Training – Basic Navigation Click here or Choose < System / Create session > from the menu Opening a Opening a new session new session Working with sessions Working with sessions
  • 64. 02/2009 64 UNISUP / SALSA Training – Basic Navigation Switching Switching between between sessions sessions Click somewhere in the new session window ... ... use Alt-Tab to switch between windows ... … or click the appropriate button on the Windows taskbar at the bottom of the screen Working with sessions Working with sessions
  • 65. 02/2009 65 UNISUP / SALSA Training – Basic Navigation Click or Choose < System / End session > from the menu Closing a Closing a session session Working with sessions Working with sessions X X
  • 66. 02/2009 66 UNISUP / SALSA Training – Basic Navigation Closing a Closing a session session Save all data before ending the session ! !! Warning !! !! Warning !! Working with sessions Working with sessions
  • 67. 02/2009 67 UNISUP / SALSA Training – Basic Navigation Sources of Sources of help help Topic 7 Topic 7
  • 68. 02/2009 68 UNISUP / SALSA Training – Basic Navigation On-line Help in SAP On-line Help in SAP F1 F1 F1 F1 F1 F1 F1 F1 Place cursor on a field or fieldname, then click F1
  • 69. 02/2009 69 UNISUP / SALSA Training – Basic Navigation On-line Help in SAP On-line Help in SAP More help is available in the Help menu These help documents show standard SAP. Therefore, TFE specifics are not covered.
  • 70. 02/2009 70 UNISUP / SALSA Training – Basic Navigation 1. Training manual / help cards 2. The Intranet Pyramid help tool (link from within SAP) 3. Power users 4. Key users 5. If necessary the Key user will contact:  other key users  the SAP competency center Help sources in case of Functional problems Help sources in case of Functional problems FUNCTIONAL FUNCTIONAL
  • 71. 02/2009 71 UNISUP / SALSA Training – Basic Navigation 1. Call the Help Desk 2. Call the Key user Help sources in case of Technical problems Help sources in case of Technical problems Call the Call the HELPDESK !! HELPDESK !! xxx-xxxxx-xxx xxx-xxxxx-xxx TECHNICAL TECHNICAL
  • 72. 02/2009 72 UNISUP / SALSA Training – Basic Navigation Sending screenshots Sending screenshots If you ask help by E-mail, use this method to include a screenshot in your message: 1. in SAP, press CTRL+Y 2. select with the cursor the area you want to include in your message 3. press CTRL+C to copy the selected area 4. open a new E-mail message (in Outlook) 5. in the new message, press CTRL+V to paste the copied SAP screen into the message
  • 73. 02/2009 73 UNISUP / SALSA Training – Basic Navigation Printing screenshots Printing screenshots If you want to print a screenshot on the network printer : 4215/MRP
  • 74. 02/2009 74 UNISUP / SALSA Training – Basic Navigation Authorization profile Authorization profile • SAP may refuse you to start SAP may refuse you to start a transaction when your a transaction when your authorization profile does authorization profile does not allow you to run that not allow you to run that transaction transaction • If you need that specific If you need that specific transaction, the transaction, the authorization help desk will authorization help desk will ask for information ask for information • This information can be This information can be found under <System - found under <System - Utilities> Utilities>
  • 75. 02/2009 75 UNISUP / SALSA Training – Basic Navigation Display user’s Authorization values Display user’s Authorization values To be communicated  Use <CTRL> + <Y> before copy/paste
  • 76. 02/2009 76 UNISUP / SALSA Training – Basic Navigation The use of the The use of the Pyramid Help Tool Pyramid Help Tool Topic 8 Topic 8
  • 77. 02/2009 77 UNISUP / SALSA Training – Basic Navigation SAP help tool for TOTAL SAP help tool for TOTAL The Pyramid tool is a tailor made The Pyramid tool is a tailor made help tool where you will find TOTAL help tool where you will find TOTAL specific information. specific information. The Pyramid contains the SAP flows, The Pyramid contains the SAP flows, as well as all training documentation as well as all training documentation and a step by step guide line for the and a step by step guide line for the most frequently used transactions ! most frequently used transactions !
  • 78. 02/2009 78 UNISUP / SALSA Training – Basic Navigation Pyramid help tool Pyramid help tool Start with the Help function ! Start with the Help function !
  • 79. 79 UNISUP / SALSA Training – Basic Navigation 02/2009 SAP R/3 - First steps... SAP R/3 - First steps...  Logging on and off  Accessing a transaction  Using favorites  Working in transactions  Looking for data  Working with sessions  Sources of help  The use of the Pyramid Help Tool