SAP eBasic Navigation and Fundamentals: Getting Into … Navigation in SAP 18 Accessing a Transaction using the Fast Path Field Each transaction in SAP has a transaction code which

SAP SAP eBasiceBasic Navigation and Fundamentals:Navigation and Fundamentals:Getting Into SAPGetting Into SAP

2Basic Navigation in SAP

BRITEBRITE

What is BRITE?

Broward Innovative Tool for Education, will streamline Broward’s business systemsIt provides staff with access and real-time data in the latest version of the SAP software BRITE brings one business system to Broward Schools. BRITE is a project of the Enterprise Resource Planning Department, ERP


SAP ECCSAP ECC

What is SAP?SAP – (Systems, Applications and Processes in Data Processing) is an integrated system that supports all business and accounting practices of SBBC.

Why are we using SAP?One business systemReporting of real-time dataIncreased security


SAP BRITE WebsiteSAP BRITE Website

www.broward.k12.fl.us/erpwww.broward.k12.fl.us/erp

For end users, SAP will now be accessed through the web. On Windows-based computers, you will access SAP in Internet Explorer. On Mac-based computers, you will access SAP in Firefox.There will be a button to access SAP on the ERP Department web page:


Logging Into the BRITE PortalLogging Into the BRITE Portal

User Login IDEntry format = P00012345

• 8 digits starting with the letter p

• Personnel Number 12345

• If personnel number is less than

8 characters, then leading zero(s)

should be added to it

Password (first time users only)Entry format= ja021956

• mm = first 2 letters of birth month (ja)

• dd = 2-digit birth day (02)

• yyyy = 4-digit year of birth (1956)

• Case sensitive, so make sure the month letters are lowercase


Initial Password SelectionInitial Password Selection

Click to change your password


Password Rules for BRITE Portal LogonPassword Rules for BRITE Portal Logon

Passwords are case sensitive (initial password is lowercase)Minimum six characters, maximum eight characters (alphabet, numbers, and/or combination)Do not use a space, question mark, or exclamation point in your password First three characters may not be identicalMust change your password at least once each 45 daysMay not repeat a password until five unique passwords have been used


Portal AssistancePortal Assistance

If you have trouble logging into the BRITE Portal, you will need to contact the BRITE Support Center at 754 321-8120.


BRITE Portal ScreenBRITE Portal Screen

The BRITE Portal provides you single sign on access to systems you need to do your work, including SAPTabs in the Portal screen will be customized for each user

The customization is based on the user’s roleAll users will have access to the Home and Employee Self Service (ESS) tabs


SAP Access via the BRITE PortalSAP Access via the BRITE Portal

Select the SAP Access tab

Then click the ECC Production link, which will open SAP in a new

window.


Copyright PopCopyright Pop--up Window up Window

You will only see this the first time you log on to SAP.

Click the green check icon to continue

SAP SAP eBasiceBasic Navigation and Fundamentals:Navigation and Fundamentals:Getting Around in SAPGetting Around in SAP


SAP User Menu SAP User Menu The default screen is called the SAP Easy Access Screen.

Switch from the User menu (only transactions specific to your role) or the SAP menu (the standard SAP menu) by selecting the appropriate buttons highlighted below

When logging in, either the User menu or the SAP menu will display


Menu, System, and More… are buttons with black cornersindicating a drop down menu

The Menu button is an expandable tool that navigates with arrow keys to submenus

System and More are expandable tool buttons that will display a list of actions

Navigation Buttons Navigation Buttons


Title Bar

Navigation Area

Status Bar

The Title Bar indicates the name of screen

Navigation Area contains folders and transactions

The Status Bar displays system messages

Toolbars & Navigation AreaToolbars & Navigation Area


Moving from the Easy Access Screen to Moving from the Easy Access Screen to TransactionsTransactions

What is a transaction?o Enables user to create, change, and display data or

run reports in SAPHow do I get to a transaction from the Easy Access Screen?


Getting Around Getting Around

1. Fast Path

2. User or SAP menus

3. Favorites

3.

1.

There are three ways to access transactions in SAP:

2.


Accessing a Transaction using the Fast Accessing a Transaction using the Fast Path FieldPath Field

Each transaction in SAP has a transaction code which can be usedinstead of the menu path to navigate to the transaction

A transaction code can consist of letters, numbers, or both

Type the transaction code in the Fast Path field and click Enter to navigate to that transaction

Don’t click this…It will close the Fast Path Field!

Fast Path Field


If you Close the Fast Path Field by MistakeIf you Close the Fast Path Field by Mistake

Select to re-open the Fast Path

fieldNow you can

enter your transaction

code


Navigating to a Transaction Using the User Navigating to a Transaction Using the User Menu Menu

The User menu contains a list of transactions based on your roleSome transactions are grouped within foldersNavigate to these transactions by double-clicking the name of the transaction

Double-click to access the transaction


Is there an Easier Way to Navigate? Is there an Easier Way to Navigate?

How can I easily get to where I need to be? Set up Favorites!


FavoritesFavorites

You can set up links to commonly used transactions in the Favorites folder.


Creating a FavoriteCreating a Favorite

Select the transaction from the SAP menu

Click Menu > Favorites > Add


Changing the Name of a FavoriteChanging the Name of a FavoriteSelect the transaction to rename, and then click Menu > Favorites > Change.

Enter the name change, and then click the green check icon.

Name has been changed in Favorites.

SAP SAP eBasiceBasic Navigation and FundamentalsNavigation and FundamentalsOther SAP BasicsOther SAP Basics


Displaying the Technical Names for Displaying the Technical Names for TransactionsTransactions

From the menu bar, select Extras > Settings:

Select Display technical names

Click the green check icon

Click the green check to continue


Displaying the Technical Names for Displaying the Technical Names for Transactions (Part Two)Transactions (Part Two)

Technical Names Not Displayed

Technical Names Displayed

Click the green check mark to close the screen.


Sample Transaction ScreenSample Transaction Screen

Tab

Use the Tab key on your keyboard or your mouse to move from field to field (such as From and Tobelow).


Types of FieldsTypes of Fields

Mandatory fields have a check markFields with a matchcode icon allow the user to search for available entries

Matchcode icon

Mandatory field


Moving from One Transaction to AnotherMoving from One Transaction to Another

You must type /N before the transaction code to move from one transaction to another.


System MessagesSystem Messages

System messages will display to the bottom left of the screen

Errors must be corrected before proceeding

Click Enter to proceed past a warning message

Budget, Procurement, Payroll, and HR will each have their own system message codes. System Messages will be trained in each of the fundamental courses.

Indicates there may be a problem with the data you have entered. You may have to correct the problem before continuing.

Warning Messages

No action is required. SAP is informing you of a particular fact or condition. However, you must hit enter past the message.

Information Messages

Indicates a problem that must be corrected before continuing.

Error Messages

Message DescriptionMessage Type


Creating a SessionCreating a Session

You can create additional “sessions” only by clicking on the ECC Production link on the SAP Access tab of the portal, which will open up additional SAP browser windows.

*GUI stands for “Graphical User Interface.” This simply means you will be accessing SAP through the web.

Click ECC Production – XEP 500 – WebGui to create a new session and get to the SAP Easy

Access screen


Ending a Session Ending a Session

Ending a session is another way of logging off SAPSave your work before you close a sessionFrom the menu bar choose System> End SessionAdditional logons you may have in SAP will remain open

– Each session must be closed separately


Logging Off Logging Off

Select System > Log offYou will be warned about saving your data even if you have saved it!Select “Yes” to log offOther sessions will remain open


Field HelpField Help

Position the cursor in a field and select F1 on the keyboard

A pop-up box will appear that gives an explanation of the field

Example of Field Help

Click in the field


Course SummaryCourse SummaryYou should now be able to:

Log on/off the BRITE PortalNavigate the SAP Easy Access screenIdentify transactions in SAPAccess transactions using:

Transaction codesUser menuFavorites folders

Navigate transaction screensEnter data in fields using

Free entry (manual typing)Matchcodes (look up)

Recognize system messagesAccess Help for field definitions

FollowFollow--Up & Support OptionsUp & Support Options


BRITE Support Center 754-321-8120

BRITE Website:

web/erp -or-

http://www.broward.k12.fl.us/erp/e-Learning

Context Sensitive Help

Online Training Library

BRITE CAB Conference

BRITE LITES (By Role)

User Support OptionsUser Support Options

ESS Appraisal

Blackboard

FollowFollow--UpUp

Documents

SAP eBasic Navigation and Fundamentals: Getting Into … Navigation in SAP 18 Accessing a Transaction using the Fast Path Field Each transaction in SAP has a transaction code which