Basic Navigation in SAP

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Basic Navigation in SAP
For the Windows Graphical User Interface (GUI)
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Topic 1: Getting Into SAP
SAP BRITE Website
www.broward.k12.fl.us/erp
ƒ There will be a button to access SAP on the ERP Department web page:
Basic Navigation in SAP (Windows GUI)
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Logging Into the BRITE Portal
User Login ID
Password (first time users only)
Entry format = P00012345
Entry format= ja021956
• 8 digits starting with the letter p
• mm = first 2 letters of birth month (ja)
• Personnel Number 12345
• dd = 2-digit birth day (02)
• If personnel number is less than
• yyyy = 4-digit year of birth (1956)
8 characters, then leading zero(s)
should be added to it
Basic Navigation in SAP (Windows GUI)
• Case sensitive, so make sure the
month letters are lowercase
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First Time Logging In
Once you have
entered the new
information, select
“Change” to
change your
password.
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Password Rules for BRITE Portal logon
ƒ Passwords are case sensitive (initial password is
lowercase)
ƒ Minimum six characters, maximum eight characters
(alphabet, numbers, and/or combination)
ƒ Do not use a space, question mark, or exclamation point
in your password
ƒ First three characters may not be identical
ƒ Must change your password at least once each 45 days
ƒ May not repeat a password until five unique passwords
have been used
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Portal Assistance
If you have trouble logging into the BRITE Portal, you will need to
contact the BRITE Support Center at 754 321-8120.
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BRITE Portal Screen
ƒ The BRITE Portal provides you single sign on access to systems
you need to do your work, including SAP
ƒ Tabs in the Portal screen will be customized for each user
– You may see some tabs that another user does not see. The
customization is based on roles.
– However, all users will have access to the Home and Employee
Self Service (ESS) tabs.
Tabs will be
customized based
on user’s role in
SAP.
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SAP Access via the BRITE Portal
1. You are now
logged into the
SAP Portal. To log
into SAP click the
SAP Access tab.
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2. As a Super User, you will have the SAP
Application installed on your computer. To
access this, you will click on the Windows GUI*.
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3. Finally, click ECC
Production link. It may take a
few seconds for the SAP
application to open.
*GUI stands for Graphical User
Interface. End Users will access SAP
via the web. With web access, SAP is
not installed on your computer.
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Copyright Pop-up Window
ƒ You will only see this the first time you log onto SAP
Select to continue
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Topic 2: Getting Around in SAP
SAP Menus
The default screen is called the SAP Easy Access Screen.
ƒ You can switch from one menu to the other by selecting the
appropriate icon
ƒ When you log on, you will see either your user menu (specific to your
role), or the SAP standard menu (lists all transactions)
SAP
Standard
Menu
SAP User Menu
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SAP Easy Access Screen and Toolbars
Fast Path
Field
Standard
Toolbar
Application
Toolbar
SAP is a Windows-based system. You can navigate in SAP using buttons,
toolbars and windows the same way you would in other Windows applications like
Word or Excel.
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SAP Easy Access Screen
Title Bar
Navigation
Area
Status Bar
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Getting Into Transactions
ƒ What is a transaction?
Transactions let users to create, change,
or display data or run a report in SAP.
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Getting Around
There are three ways to access transactions in SAP:
1. Fast Path
2. User or SAP menus
3. Favorites
1.
3.
2.
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Using the Fast Path Field
Don’t hit
this…it will
close the Fast
Path Field!
Fast Path
Field
Enter
Icon
• Each transaction in SAP has a code. You can use the Transaction Code
instead of the menu path to navigate to the transaction (it can consist of
letters, numbers, or a combination)
• Type the Transaction Code in the Fast Path Field (ME51N was selected
above) and press Enter on the keyboard or click the Enter icon to navigate
to that transaction
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Closed Fast Path Field
Now you can
enter your
transaction
code
Select to ReOpen the Fast
Path Field
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Navigating Using the User Menu
ƒ The user menu contains a list
of transactions based on your
role (menu path)
ƒ Some of these transactions
are within folders
ƒ You can navigate to these
transactions by double
clicking on the name of the
transaction
Double Click
to access the
screen
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Is there an Easier Way to Navigate?
ƒ How can I easily get to where I need to be?
Set up Favorites!
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Favorites
You can set up links to commonly used transactions in the
Favorites folder.
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Creating a Favorite
ƒ Select the transaction from
menu path
ƒ From the menu bar in the
Easy Access Screen, select
Favorites>Add to create a
shortcut to the transaction
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Changing the name of a favorite
Select the favorite you want to change From Menu Bar select
Favorites>Change
Enter the name change then green check
Name has been changed in Favorites
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Topic 3: Other SAP Basics
Types of Fields
ƒ Mandatory fields have a check mark
ƒ Optional fields are blank
ƒ Fields with matchcodes (drop down icon) allow searching
on the field for allowed entries
Mandatory
Field
Matchcode
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Using Matchcodes
ƒ Some fields have a Match
Code icon to their right.
ƒ When you click on the Match
Code icon, a list of possible
entries appears.
ƒ Double click on an item in the
list to select it.
Doing so will enter it into the field.
Match Code
Icon
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Standard Toolbar Icons
• The Standard Toolbar appears on all screens,
not just the Easy Access Screen
• However, if an icon is gray on a screen, it is not
active and cannot be used
• The meaning of an icon can change, depending
on which screen it is located
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Other Key Icons
• To determine what each icon represents on the menu
bar, place the cursor on the icon. Balloon help provides
the icon name and the associated function key.
Enter
Save
Back
Basic Navigation in SAP (Windows GUI)
Print
Exit
Cancel
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Help
Moving from One Transaction to Another
Type /N and
Transaction
Code and then
Select Enter
You must type /N before the transaction code to
move from one transaction to another
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Application Toolbar
•This is an example of a screen-specific toolbar
(application toolbar)
•Applies to the transaction
•This example is from the Create Purchase
Requisition screen (ME51N)
•Hovering your cursor over a button (icon) will tell you
what it means
Check
Availability
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System Messages
•Train your eye to look at the bottom of the screen for system messages.
• You must correct an error message to proceed.
• You must hit Enter to proceed past a warning message.
• An information message usually appears when you complete a
transaction, such as giving you the number of a purchase requisition you
just created.
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Creating a New Session
ƒ A session is like a window
within SAP
ƒ Opening up a new session
allows you to work on more
than one thing at the same time
ƒ Follow: System> Create
Session or Select the Create
Session button from the
standard toolbar
ƒ You must have chosen the
Windows GUI, not the Web
GUI for this to work
ƒ You can have up to six
sessions running
simultaneously
Basic Navigation in SAP (Windows GUI)
ƒ The Create a New Session
Button (for PCs only)
Create a
New
Session
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What New Session Screen looks like
ƒ You can only navigate from here using the fast past field.
No menu paths or favorites show up.
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Starting a New Session using the Fast Path
Field
ƒ Type /O before the transaction code and hit Enter
ƒ You will be taken directly to the new transaction in a new
session without closing what you were working on
ƒ You can do this from any screen
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Switching between Sessions
ƒ Click the session represented by a button at the bottom of
your screen, just like you do for any windows program
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Field Help (F1)
ƒ Put your cursor in a field and select F1 or the field help
icon (the yellow question mark on the standard toolbar)
ƒ A pop up box will appear that tells you what the field
means
Example of
Field Help
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Printing a Hard Copy of the Screen
(For PC only)
Select
ƒ Click on the last icon on the
right of the Standard Toolbar
ƒ Select Hard Copy
– This will print a screen
shot of your current
screen
– The screen shot will be
automatically sent to your
default printer
Select
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Ending a Transaction if You Start “Clocking”
(for Dell computer only)
ƒ Select
ƒ Then choose Stop Transaction
ƒ You can do this from any
screen
from the very top left of the
screen
ƒ This icon is hard to see unless
you put your cursor on it!
Basic Navigation in SAP (Windows GUI)
Select
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Ending a Session
ƒ Save your work before you
close the session.
ƒ From the menu bar choose
System> End Session
ƒ Or Click
in the upper right hand corner
of the screen
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Logging Off of SAP
ƒ Select the yellow arrow
at the top of any screen
> You will be warned about
saving your data even if
you have saved it!
ƒ Or select System: Log off
> Select “Yes” to log off
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Congratulations!
You have finished the SAP Basic Navigation
lesson for Super Users.
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User Support Options
ƒ HELP DESK 754-321-8120
ƒ BRITE Website:
web/erp -orhttp://www.broward.k12.fl.us/erp/
ƒ e-Learning
ƒ Context Sensitive Help
ƒ CAB Conference
ƒ BRITE LITES (By Role)
Help Desk is staffed 7:30 am – 5:00 pm, Monday thru Friday
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