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SAP AG 2001
Navigation in the system
User-specific settings
Navigation in the mySAP.com Workplace
Contents:
Navigation
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!entify the elements of a typical "in!o"
Navigate in the system
Personali#e yo$r $ser settings
%escri&e an! $se the mySAP.com Workplace
At the concl$sion of this $nit' yo$ "ill &e a&le to:
Navigation: Unit (&)ectives
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ogging (n to the System
Client
User Pass"or!
ang$age
New Password
SAP R/3SAP R/3
T70 (1) (000) iwdf5070 INS
User Sys e! "e#$
o$ can place yo$r o"n te/t onthe initial screen: See SAP Note 20 ,1
If you have problems logging on,contact Donna Moore, x486
SAP R/3 Systems are client systems . The client concept enables the parallel operation, in onesystem, of several enterprises that are independent of each other in business terms. The componentsSAP Business Information arehouse !B " and SAP #no$led%e arehouse !# " are e&ceptionsto this' in these cases only one client is used. (urin% each user session you can only access the dataof the client selected durin% lo%on.
A client is, in or%ani)ational terms, an independent unit in the system. *ach client has its o$n dataenvironment and therefore its o$n master data and transaction data, assi%ned user master records andcharts of accounts, and specific +ustomi)in% parameters.
or a user to lo% on to the system, a master record must e&ist in the system for that user. To protectaccess, a pass$ord is re-uired for lo%on. The pass$ord is hidden as you type !you only seeasteris s".SAP R/3 Systems are available in several lan%ua%es. se the Language input field to select the lo%onlan%ua%e for each session.
0ultiple lo%ons are al$ays lo%%ed in the system be%innin% $ith SAP R/3 1.2. This is for security as$ell as licensin% reasons. A $arnin% messa%e appears if the same user attempts to lo% on t$ice ormore. This messa%e offers three options'
+ontinue $ith current lo%on and end any other lo%ons of the same user in the system
+ontinue $ith current lo%on $ithout endin% any other lo%ons in the system !lo%%ed in system"
Terminate current lo%on attempt
ou can place your o$n te&t on the initial screen in a number of $ays. or more information, see theSAP 4ote mentioned above. The 5ui6T !covered at the end of this chapter" offers a further option.
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SAP 3asy Access - Stan!ar!
SAP SAP Easy Easy Access AccessO &er 'e
'e *di +a,ori es * ras Sys e! "e#$
.rea e /o#e Assi User o !e a io
+a,ori esSAP 'e
Offi eLo is i s
A o i" !a /eso r esI for!a io Sys e!sToo#s
T70 (1) (%00) iwdf5070 INS
o$ are greete! &y yo$r logoin the right-han! part of the "in!o".
SAP Easy Access is the standard entry screen displayed after lo%on. ou navi%ate throu%h the systemusin% a compact tree structure.
ou can include an ima%e on the ri%ht7hand side of the screen such as your company lo%o. Thisima%e can only be entered system$ide, and is a cross7client settin%. Assumin% you have theappropriate authori)ation, you can find a detailed description of the necessary settin%s by choosin%
Extras Administration Information . 4ote that this ima%e is stored in the system and transported tothe SAP rontend every time it is called by SAP *asy Access. Althou%h this transfer is compressed,the ima%e for the initial screen should not be bi%%er than around 89 B. ou can prevent this ima%e
bein% called either by usin% the settin% Low Speed Connection in the SAP:o%on pro%ram !see SAP 4ote ;2;9
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5ole-+ase! User 6en$
SAP SAP Easy Easy Access - Access - Enjoy User Menu Enjoy User Menu O &er 'e
'e *di +a,ori es * ras Sys e! "e#$
.rea e /o#e Assi User o !e a io
T70 (1) (%00) iwdf5070 INS
+a,ori esGrea Tra sa io s
S'50 - Pr oess O,er,iewA01 - .rea e Sa#es Order
I eres i 444 Pa esU/L - T&e "era#d Tri eU/L - Ti!e 'a a6i e
I!$or a +i#esU/L - a a io P#a i
* oy User 'eU/L - SAP No es (User 8 P4 re9:)
A o s /e ei,a #e+ 02 - .&a e . s o!er (A o i
7avorites chosen &y the $ser re!$ce navigation time
A role-&ase! men$ contains the activitiesthat the $ser can e/ec$te &ase! on therole assigne! to the $ser in the system.
Sa#es a d si ri ioToo#s
'a eria#s 'a a e!e
A Role describes a set of lo%ically lin ed transactions in the system. These represent the ran%e offunctions users typically need for their $or .
User roles !previously =activity %roups>" have to be set up usin% the Profile 5enerator so that SAPR/3 System users can $or $ith user-specific or position-related menus.
The authori)ations for the activities listed in the menus are also assi%ned to the users usin% userroles. ith Release 1.2, predefined user roles from all application areas are included in the standardsystem.
sers $ho have been assi%ned a user role can choose bet$een the user menu and the SAP standard
menu.The above screen sho$s the role7based user menu for a user $ith the name ?*n@oy?. ou can findroles that are supplied in the standard SAP R/3 System by choosin% Other menu on the SAP Eas
Access initial screen.
*very enduser can personali)e the initial screen usin% !a"orites . ou can create your o$n Favoriteslist containin% the transactions, reports, files, and eb addresses that you use most often.
ou can add favorites either by choosin% !a"orites or by usin% the mouse to =dra% drop> itemsinto the !a"orites directory.
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Screen 3lements
SystemSystem FunctionFunction Name:Name: Activity Activity
'e *di +a,ori es * ras Sys e! "e#$
.&oose Sa,e
I $ fie#d
Ti
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o$ are no" a&le to:
Navigation: Unit S$mmary
!entify the elements of a typical "in!o"
Navigate in the system
6ake personal system settings
%escri&e an! $se the mySAP.com Workplace
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*avi%ation - E ercises
Unit: *avi%ation
!opic: /asic Functions
At the conclusion of this e&ercise, you $ill be able to'
:o% on to an SAP R/3 System
ind transaction codes
Access the SAP :ibrary
se ; help to find field information
se 1 help to search for possible field entries
As a ne$ user of an SAP R/3 System, you be%in to navi%ate the systemusin% the menu paths and transaction codes. ou also be%in to access thevarious types of online help.
All menu paths in the e ercises refer to the SAP standard menu0
;7; :o%%in% on to the system
Select the appropriate system for this course. se the client, user name, initial pass$ord and lo%on lan%ua%e specified by the instructor. The first time you lo% on,you $ill %et a prompt in $hich you must enter your ne$ pass$ord, $hich youchoose yourself, t$ice. 0a e a note of the follo$in%'
+lient' E E E ser' E E E E E E Pass$ord' EEEEEEEEEEEE :an%ua%e' E E.
;78 hat is the ma&imum number of sessions !$indo$s in the SAP R/3 System" youcan have open simultaneouslyN EE
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;73 Identify the functions and find the transaction codes that correspond to thefollo$in% menu paths in the SAP standard menu.
;737; Tools Administration Monitor System Monitoring User
Overview
4ame of function' EEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE
Transaction' EEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE
;7378 Accounting Financial Accounting Accounts Receivable
Master Records Display
*nter Customer #111 and Compan Code #111 to %o to the ne&tscreen.
4ame of function' EEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE
Transaction' EEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE
;71 Felp
;717; If you choose Application help in the SAP Eas Access initial screen!S stem menu", $hich area of the SAP :ibrary does it ta e you toN
EEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE
To ans$er the -uestions belo$, you $ill need to %o to the #isplaCustomer* Initial Screen .
;7178 se F# help on the Customer field. hat is this field used forNrite a brief summary of the business7related information.
JJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJJ
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;7173 se the F# help on the Compan code field. If you choose the Applicationhelp icon from the ; help screen, $hich area of the SAP :ibrary does itta e you toN
EEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE
;7171 hich icon do you need to use on the ; help screen to find the parameterI( for the Compan code fieldNFint' See the notes on the slide User-Specific Personalization
EEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE
;717< se F$ help on the Customer field to find the customer number for 8ec0er99 . To do this, use the Search term ?Bec erO? after callin% the 1 help.
4ote' corresponds to your assi%ned %roup number.
EEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE
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Unit: *avi%ation
!opic: User-Specific Settin%s
At the conclusion of this e&ercise, you $ill be able to'
Set a user parameter for a field
Set user defaults
0aintain your favorites
Select a start transaction of your choice
ou be%in to set various user7specific settin%s.
*&ercises mar ed O are optional.
87; Settin% user parameters.
87;7; Assi%n a parameter value for the Compan code field to your user profile. 4ote' The instructor $ill tell you $hat parameter value to enter !for e&le1000 ". or information about defaults, see the notes on the slide User-Specific Personalization .
Parameter I(' EEE EEE EEE
Parameter value' EEE EEE EEE EEE
878 (efinin% ser7Specific Settin%s usin% System ser profile C$n (ata
8787; In your user profile, set your lo%on lan%ua%e to the value used for thecourse.
87878 In your user profile, set the decimal notation and date format of your choice.
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873 (efinin% your favorites
8737; Insert at least one ne$ folder under the !a"orites folder.
87378 Add any t$o of your favorite transactions to the correspondin% folders.
87373 Add the Internet address http://www.sap.com $ith the te&t SAP $omepage .
871O Settin% a start transaction usin% the Extras menu.
8717; *nter a transaction of your choice as the initial transaction. ou $ill thenneed to lo% off and on a%ain for the chan%e to ta e effect.
4ote' If desired, you can chan%e the initial transaction bac to the defaultvalue simply by deletin% the transaction code that you entered.
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*avi%ation - Solutions
Unit: *avi%ation
!opic: /asic Functions
;7; :o% on to the system specified by the instructor and chan%e your initial pass$ord.
;78 To open and close sessions, choose System Create session !or use theappropriate icon" or System End session .The ma&imum number of sessions you can have open simultaneously is si& !2",dependin% on your system settin%s.
;73 To find the transaction code, choose System Status . These function names andtransaction codes correspond to the menu paths'
;737; Transaction' S091 for unction 4ame' User list
;7378 Transaction' (93 for unction 4ame' #ispla Customer* &eneral #ata
;71 Felp
;717; The section of the unit &etting Started that deals $ith usin% SAP *asyAccess is displayed.
;7178 Su%%estion' The customer is a uni-ue ey !account number" used to clearlyidentify the customer $ithin the system.
;7173 I Q Accounts Receivable and Accounts Payable
;7171 To find the Parameter I#* B #, choose (echnical Info
;717< +ustomer ! corresponds to your assi%ned %roup number"
hen you select F$ in the Customer field, the 6estrict 1alue 6ange $indo$appears. ou can e&plore the various tabs to see the different search criteriaavailable. ind a tab that includes the Search term field and enter thefollo$in%'
Field *ame 2alue
Search term 8ec0er:
+hoose Enter . A $indo$ appears listin% the customer account numbers thatmatch your search criteria. Select the line that corresponds to Bec er ,then choose Cop . This automatically copies the customer account numberinto the Customer field.
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Unit: *avi%ation
!opic: User-Specific Settin%s
87; Settin% user parameters.
87;7; To assi%n a parameter value to a field you $ill need the parameter I( of thefield. irst you need to select a transaction that contains this field. ore&le, Compan code can be found in transaction F'13 . 4e&t, place thecursor on that field !clic it $ith the mouse". To display the re-uired info,choose'
F Tec!nical "n#o $arameter "D%ives you the re-uired information. or the Compan code field, the
parameter I( is /U4 .
inally, enter the parameter I( and desired value in your user profile'
System User pro#ile Own data
Cn the Parameter tab pa%e you enter the parameter I( and value that you$ant to be entered into the field. Sa"e your entries.
878 Settin% user defaults.
8787; To set the lo%on lan%ua%e, %o to your user profile'
System User pro#ile Own data
Cn the #efaults tab pa%e, enter the lan%ua%e of your choice in the Logonlanguage field.
87878 To set the decimal notation and date format, remain on the #efaults tab inyour user profile. Select the indicator ad@acent to the notation and formatyou desire. Sa"e your selections.
873 (efinin% favorites of your choice.
8737; Favorites "nsert #older
Type any name for the folder then select Enter . ou can add as many foldersas you desire. Cnce created, folders can be dra%%ed and dropped to positionthem $here you $ant.
87378 To create favorites, select specific applications !transactions" that you needas favorites for your daily $or from the menu tree of the SAP standardmenu. Add them to your avorites list by selectin% them and choosin%
!a"orites Add from the menu bar. Alternatively, use the mouse to dra% drop favorites to a folder. ou can also use the menu path Favorites
"nsert transaction to add usin% a transaction code. , inally, you can movee&istin% favorites to different folders later by choosin% Favorites Move or usin% dra% drop.
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87373 +reate Internet addresses by choosin% Favorites Add %eb address or #ile. hen you select SAP $omepage from your favorites, an Internet bro$ser $ill open and you $ill be connected to SAP s homepa%e.
871 Settin% a start transaction.
8717; E&tras Set start transaction
*nter a transaction of your choice then choose Enter . 4otice the systemmessa%e on the status bar indicates that your selected transaction has beenset as the start transaction. The ne&t time you lo% on, the system $ill %odirectly to your start transaction.
4ote' To chan%e bac to SAP *asy Access as the initial screen, follo$ themenu path a%ain, delete the transaction code and select Enter . The ne&t timeyou lo% on, SAP *asy Access $ill be the initial screen.