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SAP University Alliances North AmericaIntroduction to Global Bike Inc.A Data Set for the SAP UA Program
Influence Next-Gen Leaders
© SAP AG
Introduction to SAP
SAP University Alliances
Author Stefan Weidner
Babett Koch
Chris Bernhardt
ProductSAP ERP 6.0 EhP4
LevelBeginner
FocusCross-functional integrationSD, MM, PP, FI, CO, HCM, WM, PS, EAM
Version2.30
Last UpdateMay 2014
SAP ERP
Page 1-3
Course Overview
Introduction to SAP
Navigation
Introduction to GBI
Sales and Distribution
Materials Management
Production Planning and Controlling
Financial Accounting
Controlling
Human Capital Management
Warehouse Management
Project System
Enterprise Asset Management
SAP ERP
Page 1-4
Agenda
Introduction to SAP
SAP Architecture
SAP ERP Core Applications
Concepts- Organizational Units- Master Data- Transaction Data
Documents
SAP ERP
Page 1-5
Who is SAP?
SAP AG- Founded in Walldorf, Germany in 1972. Five former IBM systems
analysts in Mannheim, Germany formed Systemanalyse und Programmentwicklung (Systems Analysis and Program Development, or SAP)
- World’s Largest Business Software Company- World’s Third-largest Independent Software Provider
Company Statistics- Over 65,000 employees in more than 75 countries- 232,000+ customers in more than 180 countries- 200,000+ installations- 2,500+ Business Partners
Source: SAP AG website
SAP ERP
Page 1-6
SAP Portfolio Strength
World-wide usage
Designed to satisfy the information needs for all business sizes (small local to large all international)- Multi-lingual- Multi-currency- Multi-balance (parallel G/L Accounting)
Designed to satisfy the information needs for all industries, e.g.- Automotive- Banking- Retail- Public Sector- Higher Education and Research etc.
SAP ERP
Page 1-7
SAP Enterprise Resource Planning (SAP ERP)
Enables a company to support and optimize its business processes
Ties together disparate business functions (integrated business solution) such as- Finance (Financial Accounting, Managerial Accounting, Treasury, …)- Logistics (Sales, Procurement, Production, Fulfillment, …)- Human Resources etc.
Helps the organization run smoothly
Real-time environment
Scalable and flexible
SAP ERP
Page 1-8
Introduction to SAP
SAP Architecture
SAP ERP Core Applications
Concepts- Organizational Units- Master Data- Transaction Data/
Documents
Agenda
SAP ERP
Page 1-9
SAP Architecture
Client/Server Environment- Client – hardware/software environment that can make a request for
services for a central repository of resources- Server – hardware/software combination that can provide services to a
group of clients in a controlled environment
Three – Tier Structure- User Interface
• Graphical User Interface or Web Interface- Application Server
• One or more, help distribute work load- Database Server
• One single data repository
SAP ERP
Page 1-10
SAP Business Suite
SAP NetWeaver
SAP SCM
SAP PLM
SAP SRM
SAP CRM
SAP ERP
SAP ERP
Page 1-11
SAP Enhancement Packages
Optionally installed and activated Software Innovations for SAP ERP 6.0
Software Innovations are UI simplifications
Functional Enhancements
Enterprise Services- SAP Enhancement Packages are built on different Enhancement Packages- Are no Support Packages
BUSINESS SUITE
SAP ERP 6.0
SAP NetWeaver
Enhancement Packages
SAP ERP
Page 1-12
SAP Net Weaver
SAP NetWeaverTM
PEOPLE INTEGRATION
INFORMATION INTEGRATION
PROCESS INTEGRATION
APPLICATION PLATFORM
Multi-Channel Access
Portal Collaboration
Business Intelligence
Knowledge Management
Master Data Management
J2EE ABAP
DB and OS Abstraction
Integration Broker
BusinessProcess Management
Lif
ecyc
le M
anag
emen
t
Co
mp
osi
te A
pp
licat
ion
Fra
mew
ork
Integration Layers of SAP NetWeaver® are:- People Integration- Information Integration- Process Integration- Application Platform
SAP ERP
Page 1-13
Agenda
Introduction to SAP
SAP Architecture
SAP ERP Core Applications
Concepts- Organizational Units- Master Data- Transaction Data
Documents
SAP ERP
Page 1-14
SAP ERP Business Modules
Collections of logically related transactions within identifiable business functions- MM (“Buy”)- PP (“Make”)- SD (“Sell”)- FI and CO (“Track”)- HCM (“People”)- WM (“Store”)- EAM (“Maintain”)- CS (“Service”)
SAP ERP
Page 1-15
SAP ERP Core Applications
Logistics - Sales & Distribution- Materials Management- Production Planning- Plant Maintenance- Quality Management
Finance- Financial Accounting- Managerial Accounting- Asset Management- Treasury
Human Capital Management- Personnel Management- Benefits- Payroll
SAP ERP
Page 1-16
Agenda
Introduction to SAP
SAP Architecture
SAP ERP Core Applications
Concepts- Organizational Units- Master Data- Transaction Data
Documents
SAP ERP
Page 1-17
Data Types in ERP Systems
Organizational Data Master Data Transaction Data
… … …
SAP ERP
Page 1-19
Organizational Data
Define the enterprise structure by means of legal or respectively business usage
Task is to adopt some functions inside of an enterprise and execute them
Juridical entities, plants, storage locations, sales organizations, profit center
Examples:- Client
• Highest organizational unit• Represents the enterprise which consists out of several parts
- Company Code• Represents judicial entities in an enterprise• Central organizational unit in external accounting
- Sales organization• An organizational unit that executes the sale and distribution of products
and offers services
SAP ERP
Page 1-20
Organizational Unit
Company Subsidiary
Plant
Storage Location
Sales Organization Sales Organization
DivisionDepartment
Client
Company Code
Plant
Sales Organization
Division
Storage Location
Business Area
SAP Terminology:
Enterprise
SAP ERP
Page 1-21
Master Data
Long term data that represent data sets mostly
Examples:- Sales and Distribution:
• Customer Master • Material Master• Condition Master
SAP ERP
Page 1-22
Example: Material Master - Views
Material Master
General Data
Sales Data
Legal Control Data
Forecast Data
Purchasing Data
Mat. Plan. Data
Accounting Data
Storage Data
Quality Data
SAP ERP
Page 1-23
Sales Organization A
Sales Organization B
Example: Material Master
Client XXX
General Data apply for the whole company: Name
Weight Unit of Measure
Distribution Specific Information:
Delivering Plant
Loading Group
Storage Location Specific Information: -
Stock QuantityStorage Location 1
Storage Location 2
SAP ERP
Page 1-24
Transaction Data
Process related data that is short-lived and dedicated to certain master data
Master data of a vendor can be assigned to transaction data that concern the sales volume development
Include:- Organizational level - Master data- Situational data
Example: customer order - Organizational level : client,
company code, sales organization- Master data: customer master,
material master- Situational data: date, time, person,
amount
SAP ERP
Page 1-25
Agenda
Introduction to SAP
SAP Architecture
SAP ERP Core Applications
Concepts- Organizational Units- Master Data- Transaction Data
Documents
SAP ERP
Page 1-26
Documents
Data sets that are generated if a business transaction was executed
Is a record of the business transaction
Includes all relevant predefined information from the master data and organizational entities
Example:- Sales Document- Purchasing Document- Material Document- Accounting Document
SAP ERP
Page 1-27
Document Flow
The document flow as well as the order status allow the setting of the status at any point in time
SAP revises the status at every time a change in a document takes place
© SAP AG
SAP Concepts
SAP University Alliances
Authors Claudia Kroliczek
Stefan Weidner
ProductSAP ERP 6.0 EhP7
LevelBeginner
FocusBasic concepts
Version2.30
Last UpdateJuly 2014
SAP ERP
Page 1-29
Basic Concepts
Organizational Data
Master Data
Process Data
Documents
SAP ERP
Page 1-30
Organizational Units
Define the enterprise structure for legal and business purposes
Legal units, plants, warehouses, sales organizations, profit centers
Examples:- Client
• Highest organizational unit• Represents an enterprise consisting of other organizational units
- Company Code• Smallest org unit for which you can maintain a legal set of books
- Sales Organization• An organizational unit responsible for the sale of certain products or
services. • The responsibility of a sales organization may include legal liability for
products and customer claims
SAP ERP
Page 1-31
Organizational Units
Firm Company
Factory
Warehouse
Sales
Organization
Sales Region
DivisionDepartment
Client
Company
Code
Plant
Sales
Organization
Division
Storage
Location
Business Area
SAP Terminology:
Enterprise
SAP ERP
Page 1-32
Organizational Units in Logistics
Company Code A Company Code B
Plant A
Storage
Location 1
Client
Storage
Location 2
Plant B
SAP ERP
Page 1-33
Organizational Units in Procurement
Purch. Organization C
Company Code x
Plant 3
Company Code y
Plant 2Plant 1
Purch. Organization B
Purch. Organization A central
cross-plant plant-specific
SAP ERP
Page 1-34
Organizational Units in Sales and Distribution
Sales Organization A Sales Organization B
Division
Bicycles
Company Code
Division
MotorcyclesDivision
Bicycles
Distr. Channel
Retail
Sales Area
Distr. Channel
Internet
Distr. Channel
Retail
Division
Bicycles
SAP ERP
Page 1-35
Organizational Units in Accounting
Controlling Area A
Chart of Accounts x
Company
Code 1
Company
Code 2
Chart of Accounts y
Company
Code 3
Company
Code 4
Client
Controlling Area B
SAP ERP
Page 1-36
Organizational Units in Human Capital Management
Company Code A
Personnel
Area x
Personnel
Subarea 1
Client
Company Code B
Personnel
Area z
Personnel
Subarea 2
Personnel
Area y
SAP ERP
Page 1-37
Master Data
Static data (master records)
Examples:- Sales
• Customer master records• Material master records• Conditions
SAP ERP
Page 1-38
Material Master Data - Views
Material Master
Basic Data
Sales Data
Controlling Data
Forecasting Data
Purchasing DataMat. Plan.
Data
Accounting Data
Storage DataQuality
Data
SAP ERP
Page 1-39
Material Master Data - Views
Sales Org. UW00
Sales Org. UE00
Client XXX
General Information relevant for the entire organization: Name
Weight Unit of Measure
Sales specific information:
Delivering Plant Loading Grp
Storage Location specific information:
Stock Qty
Storage Loc. FG00
Storage Loc. TG00
SAP ERP
Page 1-40
Process Data
Dynamic data created during business process
Contain- Organizational level (data)- Master data- Situation data
Example: Sales order- Org. units: client, company code,
sales organization- Master data: customer, material- Situation data: date, time, person,
amount
SAP ERP
Page 1-41
Documents
Generated data documenting a business process
Represents business process in SAP system
Contains all relevant information from master and process data
Examples:- Sales order- Purchasing order- Material document- Financial document
SAP ERP
Page 1-42
Document Flow
The document flow and order status feature allows you to find the status of an order at any point in time.
The SAP updates the order status every time a change is made to any document created.
© SAP AG
Global Bike Inc.
SAP University Alliances
Authors Simha MagalStefan WeidnerJeff Word
ProductSAP ERP 6.0 EhP7
LevelBeginner
FocusBasic concepts
Version2.30
Last UpdateJuly 2014
SAP ERP
Page 1-44
Course Overview
Introduction to SAP
Navigation
Introduction to GBI
Sales & Distribution
Materials Management
Production Planning
Financial Accounting
Controlling
Human Capital Management
Warehouse Management
Project System
SAP ERP
Page 1-45
Unit Overview
Global Bike Group
Organizational Structure
Products
Business Partners
Business Processes
SAP ERP
Page 1-46
Global Bike Group
Background:- Global concern using full ERP capabilities- Consists of two companies located in the US and in Germany
History:- John Davis won numerous mountain bike championships in the US- In 1990, started his own mountain bike company (Frankenstein Bikes)- Peter Schwarz grew up on road bikes in the Black Forest, Germany- As a student, he engineered ultra-light composite frames- In 1993, started his own bike frame company (Heidelberg
Composites)- Both met in 2000- In 2001, merged to form Global Bike Inc.
SAP ERP
Page 1-47
Global Bike Group
Strategy:- John and Peter are Co-CEOs- John is responsible for (in terms of reporting)
• Sales, Marketing, Service and Support, IT, Finance, and Human Resources
• sells products and brings in money- Peter is responsible for
• Research, Design, Procurement, and Manufacturing Groups• builds products and spends money
- World-class bicycle company serving both the professional and “prosumer” in touring and off-road racing.
- Focus on:• Quality• Toughness• Performance
SAP ERP
Page 1-48
Organizational Structure (Overview)
Global Bike Group
Global Bike Inc. Global Bike Germany GmbH
Co-CEO John Davis
Co-CEO Peter Schwarz
Dallas Miami San Diego Heidelberg Hamburg
Concern
Companies
Locations
SAP ERP
Page 1-49
Organizational Structure (Human Resources)
Employees (US and Germany)
SAP ERP
Page 1-50
Products
Trading Goods- Accessories
• Safety Gear• Other
Raw Materials
SAP ERP
Page 1-51
Products
Semi-Finished Goods
Finished Goods- Touring Bikes (Deluxe, Professional) in three colors- Off-Road Bikes (Men, Women)
SAP ERP
Page 1-52
Business Partners
Customers (US and Germany)
SAP ERP
Page 1-53
Business Partners
Vendors (US and Germany)
SAP ERP
Page 1-54
Business Processes
Sell – Fulfillment
Buy – Procurement
Make – Production
Track – Financial Accounting
Track – Controlling
People – Human Capital Management
Store – Inventory and Warehouse Management
Maintain – Enterprise Asset Management
Service – Customer Service
Project – Project Management
SAP ERP
Page 1-55
Cross-functional Integration
Source Unknown
SAP ERP
Page 1-56
Process Integration (example)
Order-to-Cash Process- Sales and Distribution (SD)- Materials Management (MM)- Financial Accounting (FI)
SAP ERP
Page 1-57
Process Integration (example)
Procure-to-Cash Process- Materials Management (MM)- Financial Accounting (FI)
© SAP AG
Navigation
SAP University Alliances
Author Stefan Weidner
ProductSAP ERP 6.0 EhP7Global Bike Inc.
LevelBeginner
FocusSAP ERP 6.0 EhP4
Version2.30
Last UpdateJune 2014
SAP ERP
Page 1-59
Course Overview
Introduction to SAP
Navigation
Introduction to GBI
Sales & Distribution
Materials Management
Production Planning
Financial Accounting
Controlling
Human Capital Management
Warehouse Management
Project System
SAP ERP
Page 1-60
Content
User guidance
User specific settings
Navigation in SAP Easy Access Menu
Help
SAP ERP
Page 1-61
Learning Targets
At the end of this chapter you can
name the window elements,
navigate in an SAP system,
apply personal system settings,
effectively use help.
SAP ERP
Page 1-62
LOGON SAP
#BK4
Connection Name: BK4
Client 417
User: GBI-###
Initial Password: StCloudS
SAP ERP
Page 1-63
SAP Easy Access Menu
SAP ERP
Page 1-64
SAP Easy Access Menu (cont.)
SAP ERP
Page 1-65
New Design
Header data
Position overview
Position details
Remember your assigned ### number from your SAP login ID and use it whenever the ### input number is required.
SAP ERP
Page 1-66
Help Functions
F1: Description of input fields
F4: Value list
SAP ERP
Page 1-67
SAP Help Portal
http://help.sap.com
SAP ERP
Page 1-68
Favorites
SAP ERP
Page 1-69
Transaction Codes
SAP ERP
Page 1-70
Transaction SEARCH_SAP_MENU
SAP ERP
Page 1-71
User Profile Settings (local PC)
SAP ERP
Page 1-72
User Profile Settings (SAP system)
SAP ERP
Page 1-73
Desktop Shortcut
SAP ERP
Page 1-74
Summary
You are now able to:
name the window elements,
navigate in an SAP system,
apply personal system settings,
effectively use help.
SAP STUDENT CERTIFICATES
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