Flya Kite Intro Chapter

advertisement
Flya Kite
Introduction
to SAP
Quarles: Flya Kite Introduction
1
SAP
Systems, Applications, and Products
in Data Processing (SAP)
Name of the company
– SAP AG
– SAP America
Name of the software
– SAP R/2 – Mainframe version
– SAP R/3 – Client/Server version
Quarles: Flya Kite Introduction
2
SAP AG
Founded in Germany (1972)
World’s fourth largest software
provider
World’s largest provider of Integrated
Business Solutions software
Company stock trades on the
Frankfurt and New York exchanges
Quarles: Flya Kite Introduction
3
SAP R/3
World-wide usage
Designed to satisfy the information
needs for business sizes (small local
to large all international)
– Multi-lingual
– Multi-currency
Designed to satisfy the information
needs for all industries (industry
solutions)
Quarles: Flya Kite Introduction
4
SAP R/3
Enables a company to link it’s
business processes
Ties together disparate business
functions (integrated business
solution)
Helps the organization run smoothly
Real-time environment
Scalable and flexible
Quarles: Flya Kite Introduction
5
Integrated Business Solutions
Software Vendors
SAP
Oracle - PeopleSoft, J.D. Edwards
Microsoft – Great Plains, Axapta,
Solomon
IBM
BAAN
Quarles: Flya Kite Introduction
6
Architecture
Central relational database (e.g., Oracle,
Informix, Microsoft SQL and many
others)
Client/Server – three-tiered
ERP Component – Oriented towards
common identifiable business modules
(FI, MM, SD, CO, PP, HR)
Add-ons:
– Customer Relationship Mgmt (CRM)
– Supply Chain Mgmt (SCM)
– Product Lifecycle Mgmt (PLM)
Quarles: Flya Kite Introduction
7
Relational Database
Tables: Defines and links thousands
of tables of information (33,000+)
Advantages
– Consistent and accurate data
– Common definitions for terms
– Eliminates data redundancy
– Shared, but restricted usage (e.g., profiles)
Quarles: Flya Kite Introduction
8
SAP R/3 Advanced Basics
Instance – each install of the SAP R/3
software on an individual application
server
Configurable – each instance can be
distinctively configured to fit the needs
and desires of the customer (within
limits)
Most of the infrastructure decisions,
including configuration decisions, occur
during project implementation
Quarles: Flya Kite Introduction
9
SAP R/3 Document Principle
Each business transaction that writes
data to the database creates a uniquely
numbered electronic document
Each document contains information
such as
– Responsible person
– Date and time of the transaction
– Commercial content
Once created, a document cannot be
deleted from the database
Quarles: Flya Kite Introduction
10
Business Processes
A process is a set of linked activities that
transform an input into a more valuable
output thus creating value
– What the business “does” in doing what it does
– Processes are linked
– Physically
– Purchased raw materials used to manufacture finished
goods that are sold to customers from which money is
collected
– Data
– Data about physical things flows from one process to
another
Quarles: Flya Kite Introduction
11
Logistics Processes
Materials Management (MM)
Sales and Distribution (SD)
Production Planning (PP)
Quality Management (QM)
Plant Maintenance (PM)
Service Management (SM)
Quarles: Flya Kite Introduction
12
Administrative Processes
Financial Accounting (FI)
Treasury (TR)
Managerial Accounting (CO)
Enterprise Controlling (EC)
Investment Management (IM)
Project Systems (PS)
Quarles: Flya Kite Introduction
13
Administrative Process
Human Resources
The Human Resources (HR)
application component is a complete
integrated system for supporting the
planning and control of personnel
activities
Quarles: Flya Kite Introduction
14
Client
 The highest level in an SAP R/3 instance
 A self-contained unit with a separate set of
master records and its own set of
configuration tables
 An instance can have more than one client
– Training Client
– Testing Client
– Production Client
 NOT something you will be configuring or
touching in any way
Quarles: Flya Kite Introduction
15
Company Code
 Represents an
independent legal
accounting unit
 Balanced set of
books, as required
by law, are prepared
at this level
 A client may have
more than one
company code
Assets
Liabilities &
Owners Equity
– United States
– Europe
Quarles: Flya Kite Introduction
16
Chart of Accounts
Complete list of all accounts in the
General Ledger for a company
Each company code must be
assigned one, and only one, chart of
accounts
Several company codes can use the
same (i.e., identical) chart of
accounts
Quarles: Flya Kite Introduction
17
Passwords
Each user has his/her own unique
password
On the initial login, the generic
password must be changed to a
user’s unique selection
– At least 3 characters long
– Cannot begin with a ! Or ?
– First three characters must be unique
and not contained in the user name
Quarles: Flya Kite Introduction
18
Roles and Profiles
 Roles specify just what each user is
allowed to do in SAP
 Profiles also restrict authorization for
access to the system
– Each user has his/her own role or profile that
determines what the user can do in the SAP
system
 Support segregation of duties
 In Flya Kite, you have far broader roles
and profiles than do typical users in a real
world application of SAP
– Necessary since you are performing a
multitude of roles across all of the modules in
the case
Quarles: Flya Kite Introduction
19
Master & Transaction Data
Master data is relatively fixed
– Customer master
– Material master
– Vendor master
– General Ledger
– Pricing
Transaction data is unique to a
particular transaction
– Transaction specific
Quarles: Flya Kite Introduction
20
Material Master
 Contains all data required to define and
manage a specific item of material
 Integrates data from:
–
–
–
–
–
–
Accounting (FI and CO)
Inventory Control (MM)
Production Planning and Control (PP)
Engineering
Forecasting
Sales and Distribution (SD)
 Each user has a unique view
– View is the data the user can view and change
Quarles: Flya Kite Introduction
21
Vendor Master Data
Controls how
transaction data
is posted and
processed for a
vendor
– Contains all the
data you require
to do business
with your
vendors.
Quarles: Flya Kite Introduction
22
Customer Master
Contains all the customer related
data necessary for processing
orders, deliveries, invoices and
customer payments
Customer Master contain all relevant
data regarding business partners
– Sold-to party
– Ship-to party
– Bill-to party
– Payer
Quarles: Flya Kite Introduction
23
Transaction Data
Data that apply to a unique,
particular transaction and only to
that transaction
– For example
Quantity being ordered, manufactured, or
sold
Dates – order date, delivery date, billing
date, etc.
Amounts – total dollar amount for the
transaction
Quarles: Flya Kite Introduction
24
Download