SAP University Alliances North America Introduction to Global Bike Inc. A Data Set for the SAP UA Program Influence Next-Gen Leaders

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


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



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


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



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



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


Authors Claudia Kroliczek

Stefan Weidner


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.


Authors Simha MagalStefan WeidnerJeff Word


LevelBeginner

FocusBasic concepts

Version2.30

Last UpdateJuly 2014

SAP ERP

Page 1-44

Course Overview

Introduction to SAP

Navigation

Introduction to GBI

Sales & Distribution


Production Planning


Controlling



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


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


Production Planning


Controlling



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