NV201 – Umoja ECC Navigation

advertisement
NV201 – Umoja ECC Navigation
Copyright © United Nations
1
Agenda
Course Introduction
Module 1: Umoja ECC Navigation Fundamentals
Module 2: Umoja ECC Additional Features
Module 3: Umoja ECC Reporting
Course Summary
Course Assessment
Course Survey
Copyright © United Nations
2
Course Overview
The purpose of the Umoja ECC Navigation is to explain standard Umoja navigation,
reporting, concepts and terms that are new to the Umoja users.
All Umoja Enterprise roles need to take this course.
Prerequisite Review
You should have completed the following prerequisite course:
• Umoja Overview
• Other Level 1 courses required for the user’s role
Course Duration: 4 hours
Copyright © United Nations
3
Course Objectives
After completing this course, you will be able to:
• Navigate the Umoja ECC system
• Identify the different screen elements and fields
• Explain the additional features offered by Umoja ECC
• Print in Umoja ECC
• Use the Umoja ECC reporting functionality
Copyright © United Nations
4
Agenda
Course Introduction
Module 1: Umoja ECC Navigation Fundamentals
Module 2: Umoja ECC Additional Features
Module 3: Umoja ECC Reporting
Course Summary
Course Assessment
Course Survey
Copyright © United Nations
5
Module 1 Objectives
After completing this module, you will be able to:
• Describe the Umoja ECC screen layout
• Identify and use the two types of menus in Umoja ECC
• Use three ways to navigate to an Umoja ECC screen
• Identify the different screen elements and fields
• Recognize the types of system messages
Copyright © United Nations
6
Key Terminology
Key Term
Description
Client
The SAP client concept allows an organization to split a system into logical subunits.
Clients may operate as separate business units, where all data is stored in a common
database. Access rights for each client distinct and clearly defined by the UN Tech
Team. Clients are typically created to ensure different sub-units of the UN have
differing levels of access to Umoja.
Environment
A completely self-contained version of the Umoja ECC system, designated for a
specific purpose. For example, at Umoja there is a Production environment and a
Training environment, as well as others for testing and development.
GUI
Graphical User Interface. The SAP GUI is the software on your computer or local
server that allows you to connect to one or more of the SAP environments.
Copyright © United Nations
7
Key Terminology
Key Term
Description
The entry point for Umoja ECC. It appears when you first log on to the system. It
contains the following:
SAP Easy Access
• Favorites menu: This menu enables quick access to commonly performed tasks
Screen
and can be customized by the user
• SAP menu: This menu is organized by folders that cover different aspects of
the business. It enables the users to navigate easily through the system
Transaction
Code (T-code)
Every transaction in the Umoja ECC system has a T-code. It is an arrangement of up
to 20 alphanumeric characters. You can enter the T-code in the Command field to
execute a transaction.
Screen
Elements
In Umoja ECC, a screen can be made up of the following screen elements:
• Command Field
• Menu Bar
• Standard Toolbar
• Title Bar
• Application Toolbar
• Main Body
• Status Bar
Copyright © United Nations
8
Getting Started
The Umoja ECC Navigation course utilizes simulations to guide you through the
fundamentals of getting around the Umoja ECC to complete appropriate business
transactions.
In order to log onto the actual production environment of the Umoja ECC, the following
pre-requisites are required:
• Download and install the Citrix Receiver from: http://receiver.citrix.com
• Confirm browser and operating system requirements for accessing this version
of Citrix
• Be an administrator on your local computer (in order to allow installation of
appropriate Citrix Receiver files)
• Appropriate Umoja ECC login credentials (provided to you by the UN Tech Team)
• One or more assigned Umoja Enterprise Roles
Copyright © United Nations
9
System Requirements - Software
In order to access the Umoja ECC and related applications, ensure your computer
meets the following minimum browser requirements:
Microsoft Windows
Internet Explorer 6.0 to 10.0
(or higher)
X
Mozilla Firefox 1.x to 5.x
(or higher)
X
Mozilla Firefox 3.x to 10.x
(or higher)
Google Chrome 20 to 21
(or higher)
Apple (Macintosh)
X
X
Safari Version 5.x
(or higher)
X
X
Note: It is advised to have more than one of the above stated browsers
installed on your computer to ensure proper access to Umoja via Citrix.
Citrix performance may slightly vary within each browser.
Copyright © United Nations
10
SAP Easy Access Screen
The SAP Easy Access screen is the first screen that appears when you log on to the
Umoja ECC system.
Copyright © United Nations
11
Menu Bar
The Menu bar runs across the top of the SAP Easy Access screen and displays the menu
options available on the current screen. The Menu bar is visible on all screens within SAP.
However, the menu options may change depending on the transaction you are carrying
out.
Copyright © United Nations
12
Standard Toolbar
The Standard Toolbar is located directly below the Menu bar. The buttons and icons in
the Standard Toolbar are available on all screens. If you hover your mouse pointer over a
button or icon, the system momentarily displays the name or function.
Copyright © United Nations
13
Command Field
The Toolbar contains the Command field to enter the transaction codes (T-codes). T-codes
are used to perform a particular task in Umoja ECC. The Close Command Field
icon
hides the Command field. Click the Open Command Field
icon to show it again.
Copyright © United Nations
14
Standard Menu Toolbar Buttons
The table below lists the name and description of various icons on the Standard toolbar.
Button
Description
Button
Description
Button
Description
Enter/Continue
Print
Next page
Save to database
Find
Last page
Back
Continue Search
Create new session (PC only)
Exit system task
First page
Customize local layout (PC only)
Cancel
Previous page
Help (Mac only)
Copyright © United Nations
15
Title Bar
Title bar is located directly below the Standard Toolbar. The title in this bar changes
according to the transaction you are accessing.
Copyright © United Nations
16
Application Toolbar
The Application Toolbar is located directly below the Title bar. It contains buttons that
are used to perform functions specific to a system task or transaction. The buttons on
the Application Toolbar vary from screen to screen.
Copyright © United Nations
17
Umoja Menu Types
An Umoja user has access to two types of Easy Access Menus – User menu and SAP menu.
These menus let you navigate through the system easily, and list the Umoja transactions
and reports offered by the system based on the user role and functional groups.
1
2
Copyright © United Nations
18
User Menu
User menu lists the Umoja transactions based on the roles to which the user has access.
Note that to view all transactions available in the system, you need to use the Umoja
standard menu.
Copyright © United Nations
19
SAP Menu
SAP menu lists all the Umoja transactions according to the functional group.
Note that the menu that you are in, when you log out of Umoja ECC, will be the same
menu that you will view when you log back in.
Copyright © United Nations
20
Status Bar
The Status bar is located at the bottom of the Umoja screen. It displays information on
the current system status, such as warnings and errors. Click the
icon to display the
system information such as the transaction code, system, client, user and environment.
Note: You can click the
icon to
hide the system information.
Copyright © United Nations
21
Accessing a Transaction
Each transaction in Umoja ECC has a unique T-code, which is a set of alphanumeric
characters. You can access a transaction using any of the following methods:
Using T-code
Using SAP Menu
Using User Menu
To access a transaction by using the T-code, enter the T-code directly into the Command
field and press Enter on the keyboard.
Note: Enter “/n” before the T-code to exit the current transaction and execute a new
transaction.
Copyright © United Nations
22
Accessing a Transaction
Each transaction in Umoja ECC has a unique T-code, which is a set of alphanumeric
characters. You can access a transaction using any of the following methods:
Using T-code
Using SAP Menu
Using User Menu
To access a transaction using the SAP menu, drill down through the folders from the SAP
menu and double-click the transaction name.
This method cannot be used to access Z transactions, which are custom created
transactions.
Copyright © United Nations
23
Accessing a Transaction
Each transaction in Umoja ECC has a unique T-code, which is a set of alphanumeric
characters. You can access a transaction using any of the following methods:
Using T-code
Using SAP Menu
Using User Menu
To access a transaction using the User menu, locate the transaction in the User menu
and double-click the transaction name.
Copyright © United Nations
24
Umoja Screen Elements
Details of the Umoja screen elements are given
below:
A Data fields: These are fields found on any SAP
screen. There are two types of data fields –
data entry and data display. Note that data
display fields are read-only
B Matchcodes: This button appears on the right
side of fields with a search functionality. It
allows the user to search for possible entries
on this field. When clicking the Matchcode, a
dialog box appears which displays search
criteria or a list of values.
B
A
Copyright © United Nations
25
Umoja Screen Elements
Details of the Umoja screen elements are given below:
A Tabs: You can use tabs to enter, display and alternate between multiple screens
B Checkboxes: A checkbox consists of a descriptive text and a square checkmark element. Clicking
the checkbox selects or deselects the option described in the descriptive text
A
B
Copyright © United Nations
26
Umoja Screen Elements
Details of the Umoja screen elements are given below:
C Radio buttons: A field can have multiple radio buttons. Click on one of the radio buttons to select
it. You can select only one of the options
D Drop-Down: You can click a drop-down to display a list of values and select one of them
D
C
Copyright © United Nations
27
Types of Fields
A field in Umoja can be required or optional:
A Required fields: These fields are necessary to
complete a transaction and are typically
indicated by a checkmark when activated
B Optional fields: These fields are not necessary
to complete the transaction, but offer
additional information or are required by the
internal business processes
Some fields impact other input fields. Depending
on the value entered in a field, certain other
fields may become required.
Copyright © United Nations
A
B
28
System Messages in ECC
In Umoja ECC, there are three types of
system messages. These messages vary
depending on the type of action that needs
to be taken.
Information
Message
Warning
Message
Error
Message
Information Message: An information
message appears when you have
completed a process successfully. These
appear only for informational purposes and
do not require any further action.
Note: You can access additional information about a system message by
double-clicking the system
message or by selecting Help from the Menu bar.
Copyright © United Nations
29
System Messages in ECC
Information
Message
Warning
Message
Error
Message
Warning Message: A warning message
indicates that Umoja ECC has detected a
possible error and the entry should be
verified. It does not prevent processing of a
transaction. Press Enter on the keyboard to
continue after reviewing the message.
Copyright © United Nations
30
System Messages in ECC
Information
Message
Warning
Message
Error
Message
Error Message: An error message appears
when an incorrect entry is made or when a
required entry is not completed. The
system will not allow you to continue to the
next field or screen until you correct the
indicated problem.
Copyright © United Nations
31
Tips
Umoja prompts the users with tips in certain scenarios, such as changing the default
settings. Users can choose to skip similar tips in future by selecting the “Skip this in
future” checkbox.
Copyright © United Nations
32
Saving Your Work in Umoja
The Save
button appears on the Standard toolbar at the top of the SAP GUI screen.
When you are working through a business transaction that consists of several screens,
the system temporarily stores the data you have already entered. After you complete
all the necessary screens associated with your business transaction, save your data
permanently by clicking the Save
button. This sends your data (or data changes) to
the database where it may then be processed.
Click the Exit
A
button to leave the screen without saving your changes.
B
C
A
B
Copyright © United Nations
C
33
Log off from Umoja ECC
To log off from Umoja ECC:
1. Select the following menu item: System >
Log off. The Log Off pop-up window is
displayed
2. Click Yes on the Log Off pop-up window
1
Note: You can also click the Log Off
icon on the Toolbar to exit out of the
SAP Easy Access screen.
Copyright © United Nations
2
34
Umoja ECC: Summary of Navigational Elements
1. Menu Bar
2. Standard Toolbar
3. Command Field
4. Title Bar
5. Application Toolbar
6. Favorites
7. Easy Access Menu
8. Status Bar
1
3
2
4
5
6
7
8
Copyright © United Nations
35
Learning Checkpoint 1
Which of the following screen elements changes according to the transaction you
access?
Select the correct option.
A.
B.
C.
D.
Standard Toolbar
Command Field
System Menu
Title Bar
Copyright © United Nations
36
Learning Checkpoint 1
Which of the following screen elements changes according to the transaction you
access?
Select the correct option.
A.
B.
C.
D.
Standard Toolbar
Command Field
System Menu
Title Bar
Option D is the correct answer. The title in the
Title bar changes according to the transaction you
access on the displayed screen.
Copyright © United Nations
37
Learning Checkpoint 2
Which of the following methods would you utilize to access a transaction?
Select all that apply.
A.
B.
C.
D.
SAP menu
T-codes
Status Bar
User menu
Copyright © United Nations
38
Learning Checkpoint 2
Which of the following methods would you utilize to access a transaction?
Select all that apply.
A.
B.
C.
D.
SAP menu
T-codes
Status Bar
User menu
Options A, B and D are the correct answers. You
can access a transaction using any of these
methods.
Copyright © United Nations
39
Activity 1
Transaction Name: Log On and Log Off Umoja ECC
Link to the uPerform simulation:
Copyright © United Nations
40
Activity 2
Transaction Name: Navigate Umoja ECC Screens
Link to the uPerform simulation:
Copyright © United Nations
41
Module 1 Summary
The key points covered in this module are:
• The Umoja menu provides a complete list of transactions and reports offered by
the system
• The Umoja ECC screen has various components, such as Menu bar, Standard
Toolbar, Application Toolbar and Status bar, to perform different functions
• The Umoja ECC screen contains two menus to navigate to the required
transactions: Standard Menu and Role-Based Menu
• Each transaction in Umoja ECC has a unique T-code, which is a set of alphanumeric
characters
• In Umoja ECC there are three types of system messages – information messages,
warnings and error messages
Copyright © United Nations
42
Agenda
Course Introduction
Module 1: Umoja ECC Navigation Fundamentals
Module 2: Umoja ECC Additional Features
Module 3: Umoja ECC Reporting
Course Summary
Course Assessment
Course Survey
Copyright © United Nations
43
Module 2 Objectives
After completing this module, you will be able to:
• Maintain User Profile
• Manage favorites in Umoja ECC
• Manage Business Workplace
• Open and manage multiple sessions in Umoja ECC
• Search in Umoja ECC
• Print in Umoja ECC
Copyright © United Nations
44
Maintain User Profile
In addition to Umoja ECC basic
functionalities, Umoja ECC also offers
some additional features. You will learn
about these additional features in this
module.
Umoja ECC allows you to maintain a
default user profile and set the default
value in certain parameter fields.
To edit your user profile, select the
following menu item: System > User
Profile > Own Data.
You can also use the T-code SU3 to access
the same screen.
Copyright © United Nations
45
Maintain User Profile: User Defaults
In the Defaults tab, you can update user details
such as:
A Start Menu
B Number, date and time format
C Printer defaults and settings
D Time zone settings
A
B
C
D
Copyright © United Nations
46
Maintain User Profile: User Parameters
In the Parameters tab, you can provide
default values for different parameters.
These values will then automatically
default in specified fields when completing
transactions in Umoja.
Some common parameters include:
• Fund
• Plant (equivalent to a mission)
Copyright © United Nations
47
Display Transaction Codes
T-codes are not displayed by default in the
Umoja menu.
To display the T-codes next to the transaction
name:
1. Select the following menu item: Extras >
Settings. The Settings dialog box appears
2. Select the Display technical names
option
3. Click the Continue
icon
1
2
3
Copyright © United Nations
48
Display Transaction Codes
After the technical names are displayed,
the T-codes now appear next to the
transaction names in the Umoja menu and
Favorites menu.
Copyright © United Nations
49
Displaying Informational Messages
System messages can be displayed in the status bar
at the bottom of the screen or in a dialog box in the
middle of the screen.
The steps to display the system messages in the
status bar are:
1. In any Umoja ECC screen, click the
Customizing of Local Layout
icon and
choose Options
2. The Options dialog box appears
3. Navigate to Interaction Design > Notifications
• To display system messages in a dialog box
(middle of screen)
i. Select the Dialog Box at Success
Message, Dialog Box at Warning
Message and Dialog Box at Error
Message check boxes
ii. Click OK
• To keep displaying messages in the status
bar (bottom of the screen), ensure that all
three check boxes are not selected
Copyright © United Nations
50
Manage Favorites
Favorites is a folder where you can add
frequently used transactions for quick access.
To add a transaction to Favorites:
1. Right-click on the Favorites menu and
click Insert transaction
2. Enter the T-code in the Transaction Code
field
3. Click the Continue
icon
1
You can also drag and drop a transaction to
Favorites.
2
3
Copyright © United Nations
51
Manage Favorites: Organize and Delete
Create a new folder
1. Select the following menu item: Favorites > Insert folder
2. Enter the name of the folder in the Folder name field
3. Click the Continue
icon to create the new folder
To organize Favorites:
1. To move a transaction from one folder to another, select the transaction and drag it to the
desired folder
To delete Favorites:
1. Select the relevant transaction from the Favorites folder
2. Click the
icon to delete the selected transaction from Favorites
Copyright © United Nations
52
Open Multiple Sessions
Umoja ECC allows you to open as many as six independent Umoja sessions at one time. This
enables you to work on more than one task at a time without losing any data in the previously
opened sessions.
To open an additional session, you can do one of the following:
• Select the following menu item: System > Create Session
• Click the
icon on the Standard toolbar
• Enter the prefix “/o” with the T-code in the Command field
Note: The /o function creates a new session while keeping the previous session still open.
Therefore, unsaved data is not lost when creating a new session.
Copyright © United Nations
53
Manage Multiple Sessions
Working with multiple sessions:
You can toggle between these sessions by either:
• Pressing the ALT+TAB key
• Clicking the appropriate session on the Taskbar, if
it is displayed
As you toggle between sessions, you can identify
which session you are in by looking at the Status Bar at
the bottom of the screen.
First Session
End a session:
To end a session:
1. Select the following menu item: System > End
Session
2. Click the Close Window
icon
Second Session
Copyright © United Nations
54
Search in Umoja ECC
The search function is used to find information, a specific record or a specific field entry
based on a characteristic of the information. The search function can be used in blank
data fields.
Using Wildcards
• A wildcard is the asterisk (*) symbol used to represent any character or string of
characters
• A wildcard tells the system to look for all possible values in its place
• Use the wildcard along with any alphanumeric character string to find entries:
– Beginning with a certain string
– Containing a certain string
– Ending with a certain string
Copyright © United Nations
55
Search: Wildcard Examples
SO* - Typing “SO*” in the Name1 field
will return all names starting with SO.
*CE - Typing “*CE” in the Name1 field
will return all names ending with CE.
*AMI* - Typing “*AMI*” will return a
all names containing AMU anywhere is
the name.
Copyright © United Nations
56
Print in Umoja ECC
To print a report, select the following menu
item: System > List > Print.
Copyright © United Nations
57
Manage Business Workplace (Workflows)
The Business Workplace is the folder which
contains user-specific emails and
attachments.
You can access it from the SAP Easy Access
screen by clicking the SAP Business
Workplace
icon.
Copyright © United Nations
58
Manage Business Workplace (Workflows)
You can view various folders in the Inbox
folder, such as Documents, Workflow,
Overdue entries, etc.
Copyright © United Nations
59
Learning Checkpoint 1
Which of the following can you perform using the Favorites folder?
Select the correct option.
A.
B.
C.
D.
Perform functions related to a transaction
Set up default parameters
Display system information
Have quick access to frequently used transactions
Copyright © United Nations
60
Learning Checkpoint 1
Which of the following can you perform using the Favorites folder?
Select the correct option.
A.
B.
C.
D.
Perform functions related to a transaction
Set up default parameters
Display system information
Have quick access to frequently used transactions
Option D is the correct answer. The Favorites
folder is used to add frequently used transactions
without having to memorize T-codes or navigate
sub-folders on the SAP Easy Access Screen.
Copyright © United Nations
61
Learning Checkpoint 2
How many sessions can be opened in Umoja ECC at one time?
Select the correct option.
A.
B.
C.
D.
Four
Five
Six
Seven
Copyright © United Nations
62
Learning Checkpoint 2
How many sessions can be opened in Umoja ECC at one time?
Select the correct option.
A.
B.
C.
D.
Four
Five
Six
Seven
Option C is the correct answer. In Umoja ECC, up
to six sessions can be opened at one time.
Copyright © United Nations
63
Learning Checkpoint 3
For what purpose are wildcards used in Umoja ECC?
Select the correct option.
A.
B.
C.
D.
To print a report
To search for information
To toggle between sessions
To view the status
Copyright © United Nations
64
Learning Checkpoint 3
For what purpose are wildcards used in Umoja ECC?
Select the correct option.
A.
B.
C.
D.
To print a report
To search for information
To toggle between sessions
To view the status
Option B is the correct answer. In Umoja ECC,
wildcards are used to search for specific
information.
Copyright © United Nations
65
Activity 1
Transaction Name: ECC Additional Features
Link to the uPerform simulation:
Copyright © United Nations
66
Module 2 Summary
The key points covered in this module are:
• In Umoja ECC, you can maintain a default user profile and set the default value in
certain parameter fields
• Frequently used transactions can be added to Favorites for quick access
• Business Workplace contains user-specific emails and attachments
• Umoja ECC allows users to open as many as six independent sessions at one time
• Search is used to find information or a specific field entry based on a characteristic
of the information
Copyright © United Nations
67
Agenda
Course Introduction
Module 1: Umoja ECC Navigation Fundamentals
Module 2: Umoja ECC Additional Features
Module 3: Umoja ECC Reporting
Course Summary
Course Assessment
Course Survey
Copyright © United Nations
68
Module 3 Objectives
After completing this module, you will be able to:
• Define reporting parameters
• Explain the use of multiple selections
• Set up a report variant
• Execute a report
• Explain drill-down capabilities
• Change a report layout
• Export a report to Microsoft Excel
Copyright © United Nations
69
Key Terminology
Key Term
Description
Parameters
It is a set of criteria that determines the content of a report.
Variant
It is a collection of saved parameters, such as the setting for a particular
table or a set of report selection criteria. Variants allow users to save
repeatedly used data without having to re-enter.
Drill-down
This functionality allows users to see an additional detail for a given figure
or line item.
Copyright © United Nations
70
Umoja ECC Reporting
Umoja ECC reports are SAP reports that have been configured for the purpose of the
Umoja implementation. They are real-time and available across various functional areas
and various transactions. The Umoja Enterprise roles drive the access to these reports.
There are two ways of obtaining reports from Umoja: via Umoja ECC and via Umoja
Business Intelligence Portal.
Umoja ECC
Umoja Business Intelligence
Copyright © United Nations
71
Umoja ECC Reporting Features
Umoja ECC reports include a variety of features including the ability to:
• Access transactional data immediately
• Specify selection criteria and save it as a variant
• Change the order in which data is displayed
• Download a report into Excel or other applications
• Print reports
Umoja ECC reports are accessed the same way as transactions.
Copyright © United Nations
72
Main Screen Elements of Umoja ECC Reporting
The Umoja ECC Reporting screen includes the
following components:
A Parameters – You can specify the criteria to
determine the output content of a report
based on values entered in one or more fields.
Different reports have different parameters
B Save as Variant – You can save the frequently
used parameters as a variant
C Get Variant – You can recall a variant and
populate the report input screen with saved
parameters
D Execute – You then execute a report based on
the specified parameters
B
D
C
A
Note: The selection parameters and icons will vary depending on the report you are using.
Copyright © United Nations
73
Modify Report Layout
You can limit or expand the information provided in Umoja ECC reports to the data that applies to
your requirements.
Some of the features that help in viewing data in reports are:
A• Sort: When a report is displayed, you can use the Sort
icons to sort the information in a
particular column in an ascending or descending order
icon to add or remove the columns that you want to
B• Layout: You can use the Change Layout
view in a report
A
Copyright © United Nations
B
74
Drill-down Capabilities
When a report is executed and displayed, a
more detailed view of the data may be
desired.
The process of getting this information is
often referred to as the drill-down
functionality.
You can double-click an information field in
the report to view further details on that
particular field.
Note that the drill-down functionality is
not available for all fields in a report.
Copyright © United Nations
75
Export Reports to Microsoft Excel
Umoja ECC has the capability to send data to
external applications such as Microsoft Excel.
To send a report to Microsoft Excel:
1. Select the following menu item: System >
List > Save > Local File
1
Note: Alternatively, you may place your cursor in any cell of the Umoja ECC
report, right click, and save the report in a similar manner.
Copyright © United Nations
76
Export Reports to Microsoft Excel
2. In the Save list in file pop-up window,
select Spreadsheet
3. Click the Continue
button
4. Enter the file name in the File Name field
5. Click Generate to save the Excel file in the
specified directory
2
3
Click Allow on any warning windows that may
appear
4
5
Copyright © United Nations
77
Learning Checkpoint 1
Which of the following is used to specify the criteria to determine the output content of
a report?
Select the correct option.
A.
B.
C.
D.
Drill-downs
Parameters
Excel sheets
Layouts
Copyright © United Nations
78
Learning Checkpoint 1
Which of the following is used to specify the criteria to determine the output content of
a report?
Select the correct option.
A.
B.
C.
D.
Drill-downs
Parameters
Excel sheets
Layouts
Option B is the correct answer. Parameters are
used to specify the criteria to determine the
output content of a report.
Copyright © United Nations
79
Learning Checkpoint 2
Which feature of Umoja ECC lets you save parameters for a report?
Select the correct option.
A.
B.
C.
D.
Drill-down
Layout
Variant
Export
Copyright © United Nations
80
Learning Checkpoint 2
Which feature of Umoja ECC lets you save parameters for a report?
Select the correct option.
A.
B.
C.
D.
Drill-down
Layout
Variant
Export
Option C is the correct answer. Variants are used
to save the parameters for a report.
Copyright © United Nations
81
Activity 1
Transaction Name: Execute a Standard ECC Report
Link to the uPerform simulation:
Copyright © United Nations
82
Module 3 Summary
The key points covered in this module are listed below:
• There are two ways of obtaining reports from Umoja – via Umoja ECC and via Umoja
Business Intelligence
• Umoja ECC reports are accessed the same way as transactions
• A parameter is a set of criteria that determines the output of a report
• Variants are used to save parameters for a report
• The data in a report can be modified using the Sort and Change Layout functionalities
• Reports can be saved or exported to Microsoft Excel
Copyright © United Nations
83
Agenda
Course Introduction
Module 1: Umoja ECC Navigation
Module 2: Umoja ECC Additional Features
Module 3: Umoja ECC Reporting
Course Summary
Course Assessment
Course Survey
Copyright © United Nations
84
Course Summary
The key points covered in this course are:
• The Umoja screen menu provides a complete list of all possible transactions and
reports offered by the system
• The Umoja menu contains all the transactions required for a role or a function.
These can also be accessed by T-codes
• Frequently used transactions can be added to Favorites for quick access
• There are two ways of obtaining reports from Umoja – via Umoja ECC and via
Umoja Business Intelligence
Copyright © United Nations
85
Agenda
Course Introduction
Module 1: Umoja ECC Navigation
Module 2: Umoja ECC Additional Features
Module 3: Umoja ECC Reporting
Course Summary
Course Assessment
Course Survey
Copyright © United Nations
86
Course Assessment
Now that you have completed all the modules in this course, you can test your
knowledge by completing the Course Assessment.
To receive credit for completing this course, you must pass this assessment with a
minimum score of 90%.
To complete the assessment you must return to the Learning Management System:
1. Log into Inspira
2. Navigate to Main Menu -> Self-Service -> Learning -> My Learning
3. Search for the name of the course under the My Learning Activities section
4. Click on the Start link of the course assessment
5. Click the Submit button once you have completed the assessment
Copyright © United Nations
87
Agenda
Course Introduction
Module 1: Umoja ECC Navigation
Module 2: Umoja ECC Additional Features
Module 3: Umoja ECC Reporting
Course Summary
Course Assessment
Course Survey
Copyright © United Nations
88
Course Survey
Your feedback is important to the continuous improvement of our training program.
Please complete the evaluation for this course using the following steps:
1. Log into Inspira
2. Navigate to Main Menu -> Self-Service -> Learning -> My Learning
3. Search for the name of the course under the My Learning Activities section
4. Click on the Start link of the course survey
5. Click the Submit button once you have completed the course survey
Copyright © United Nations
89
Congratulations! You have successfully completed the
Umoja ECC Navigation course.
Copyright © United Nations
90
Download