Using SAP: A Guide for Beginners and End Users · Using the SAP Logon, your Windows PC establishes a connection to the SAP system via the network when you carry out the following

Reading SampleThe selection of the book introduces you to your first SAP logon ses-sion. You’ll find instructions and guiding screenshots on how to log on and connect to the SAP server, and then how to log off. You’ll also find a descriptive tutorial that explains the areas of the SAP screens, what information those areas contain, and how that infor-mation is relevant to you.

Olaf Schulz

Using SAP: A Guide for Beginners and End Users392 Pages, 2014, $29.95/€29.95 ISBN 978-1-59229-981-2

www.sap-press.com/3569

“Logging On to the SAP System”

Contents

Index

The Author

First-hand knowledge.

http://www.sap-press.com/3569

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5 Logging On to the SAP System

The previous chapters provided basic knowledge of the SAP system anddescribed organizational structures and master data. This chapter begins witha description of SAP system operation.

In this chapter, you’ll learn:

] To connect with the server using SAP Logon

] How the SAP screen is structured

] To log on and off from the SAP system

] What information is provided in the status bar

5.1 SAP Logon

You probably have several links to applications you use frequently on yourdesktop, such as Microsoft Office applications like Microsoft Word or Out-look. After your SAP administrator has completed the installation of SAP GUI,you’ll find an icon for SAP Logon on your desktop, too.

SAP Logon

Establishing a Connection to the SAP System

Using the SAP Logon, your Windows PC establishes a connection to the SAPsystem via the network when you carry out the following steps:

A Double-click on the SAP Logon icon on your desktop to start SAP Logon,or go to the Windows Start menu and follow the menu path: Start > Pro-grams > SAP Front End > SAP Logon.

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B The configured SAP systems are displayed in the Systems tab of theopened SAP Logon. To log on to the required system, select the name (inthis case, PROD for production system) and click on the Log On option.

C A logon screen is displayed if SAP Logon can establish a connection to theSAP system.

Different SAP Systems in the Enterprise

Most businesses deploy various SAP systems besides the one that youuse in your daily work. The figure also shows the development system(DEV) and the test system (TEST).

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To log on to the SAP system, you need the following information:

] Number of the client

] Logon name

] Password

In SAP Logon, you not only have the option to log on to the system, you canalso change the parameters or add a connection to a new SAP system. Todefine a new system in SAP Logon, you need some SAP system parameters.

Settings in SAP Logon

The SAP administrator for your business can provide the parameters foran SAP system. Not every user is authorized to change these parametersor add new systems on his desktop PC. Under Microsoft Windows, youneed write authorizations for the saplogon.ini file in the Windows sys-tem directory.

Changing Connection Settings for the SAP System

After you've logged on to SAP Logon, you can check or change a connection.Perhaps you need to access another system for specific reasons, or the param-eters of a test system are changed. To check or change a connection, do thefollowing:

A You can adjust the settings of a selected system via the button (Edit).You need the respective authorization on your desktop PC.

B Various parameters for the system connection are available. The follow-ing fields are mandatory and must be filled in:

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] Description: alphanumeric; provides information for the user

] Application Server: IP address or DNS name

] Instance Number: two-digit, numeric

] System ID: three-digit, alphanumeric

Whether the SAProuter String field must be filled or not depends on thenetwork infrastructure. Here, you need to enter the IP address or the DNSname.

C After you've changed the parameters, click on Finish.

The connection information is now stored in your SAP system. The followingsections show how to log on to the SAP system.

5.2 Logging On for the First Time

The steps for your initial logon vary from subsequent logons. Initial logon canmean that you want to log on to the system for the first time (for example, ifyou have a new employer) or once you receive a new password.


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The initial logon requires the following information, which is usually pro-vided by the SAP administration team:

] Client

] User

] Password

The client (three-digit numeric key) is mandatory. Your user account is client-dependent. For example, if you want to log on to the test system, you need adifferent client than for the logon to the production system. An enterprisemay have various clients for different tasks.

Password Rules

There are the following essential rules for passwords in the SAP stand-ard:

] You can use letters, numbers, and special characters.

] The password must have a length between 3 and 40 characters; thestandard system requires a minimum length of 6 characters.

] The first character of the password cannot be a question mark orexclamation point.

] The first three characters must differ from those of the user and mustnot be three identical characters.

] None of the first three characters can be a blank space.

] The password must not be SAP* or PASS, because these are reservedfor SAP.

] The password must differ from your previous five passwords.

The password is case-sensitive and is not visible once you enter it. For initiallogon, or if you've forgotten your password, the administrator provides youwith an initial password. You can use this password only once and mustimmediately change it after successful logon.

You need to have the following information for initial logon:

] Client

] Logon name

] Initial password (you receive this password from your system administra-tor, and you must change it after initial logon!)

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To log on to the system and change your password for the first time, proceedas follows:

A Start SAP Logon by double-clicking on the icon on your Windows desk-top or via the Start menu (see the section about establishing a connectionto the SAP system).

B SAP Logon is opened. Check that you are on the Systems tab.

C Select the desired System Entry. Then click on the Log On button.

D When your desktop PC successfully establishes a connection to the SAPsystem via the network, the logon screen is displayed.

E Enter the logon data that you received from your system administrator ortrainer in the logon screen. Specify EN (for English) in the Language field.

F Make sure that you enter the logon data exactly as you received it! Thesystem is case sensitive and doesn't permit any errors, especially if secu-rity is concerned. If you’re sure that you've entered all data correctly,click on the Next button , or press (Enter).

G You've logged on to the system successfully! Next the system promptsyou to enter a new password. Confirm the message by clicking on the OKbutton.


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5H Enter the new password twice, once each in the New Password and Re-peat Password fields. The characters are not visible during entry.

I Confirm your entry by pressing the (Enter) key or clicking on the Next button.

J The new password is now defined in the system.

Defining the Logon Language

Chapter 7 describes how to define the logon language in the system sothat you don't have to specify it each time you log on.

5.3 Logging On to the System

If you want to log on to the SAP system after the initial logon (perhaps whenyou start your usual workday in the morning), proceed as follows:

A In SAP Logon, select the system to which you want to log on. Then clickon the Logon button.

B Enter your client’s name in the Client field.

C Enter your user name in the User field.

D Enter your Password.

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E Specify EN in the Language field.

F If all entries are correct, click on Next .

Incorrect Password

If you've entered the password incorrectly three times in a row, logon isclosed. Fortunately, you can restart logon immediately. If you've en-tered the password incorrectly five times, the user is locked. In the stan-dard version, it will be unlocked at 12:00 a.m. The lock expires after amaximum of 24 hours. The locked user can be unlocked by the SAPadministrator at any time, though a new initial password must beassigned. An incorrect password is displayed in the status bar:

The next section discusses the user interface of the SAP system, which youcan view after the logon.

5.4 The SAP User Interface

SAP GUI is the user interface in which you work; it displays the applicationsthat run on the server on your desktop PC. After successful logon to the sys-tem, the following screen is displayed.

SAP Easy Access (Initial Screen after Logon)

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Command Field

Standard Toolbar

Title Bar

Tree Structure with Menus

Status Bar



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You can conveniently navigate to the desired application via the user menu,the SAP Easy Access menu.

The SAP screen contains many buttons and fields. The following sectiondetails the various areas of the SAP user interface that will help you better ori-ent yourself to SAP in your daily work. The elements that you can click on inthe SAP screen are indicated in Bold in this book.

Menu Bar

The menu bar is located at the top of the screen. Which menus are displayeddepends on the respective application (transaction) and the level at which youare located within the application. The menu items System and Help arealways available in the menu bar, regardless of the transaction you’re work-ing on.

Menu Bar

You can call the menu items by clicking on them. They may contain sub-menus. With , you can activate a menu that offers the following functions:

] Restore

] Move

] Change size

] Minimize

] Maximize

] Close

] Create session

You can find the buttons for minimizing, maximizing, and closing the win-dow on the right-hand side of the menu bar; these are listed in the followingtable. They are comparable with the buttons you already know fromMicrosoft Windows.



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Standard Toolbar

The standard toolbar is located below the menu bar. It contains icons (buttonswith symbols) for the most important functions, such as Save and Cancel. Thebuttons are displayed in all screens; inactive buttons are grayed out, and youcan only use the buttons that are displayed in color. If you move the mousepointer over the button without clicking on it, the system displays brief infor-mation about the function, which is also referred to as a tooltip.

Standard Toolbar

Some functions can also be called via the function keys, which are located atthe top of your keyboard ((F1) through (F12)). Remember that some functionkeys have different settings, depending on the application. The followingtable lists the most essential buttons and function keys.

Button Name Use

Minimize The application window is minimized and displayed at the bottom of the screen. Its size is restored by clicking it.

Maximize The application window is displayed in its full size.

Close The open application window is closed.

Icons in the Menu Bar

Button Key/Key Combi-nation

Name Use

(Enter) Next Confirms the entered selected data; not a save function.

(Ctrl)+(S) Save Save changes; same function as Save in the Edit menu.

(F3) Back Go back to the previous screen.

The Most Essential Buttons of the Standard Toolbar



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For information on working with sessions, refer to Chapter 6. To learn moreabout links and adaptations of the local layout, read Chapter 7. The help func-tion is described in Chapter 13.

Title Bar

The structure of the title bar always depends on the transaction you use. Itcan also contain other buttons in addition to the respective transaction name.

Example of a Title Bar

(Shift)+(F3) Exit Close a transaction without sav-ing the data or changes.

(F12) Cancel Cancel transaction; same function as Cancel in the Edit menu.

(Ctrl)+ (P) Print Print a document or list.

(Ctrl)+(F) Search Find a value in a list.

– Create a new session

Open a window with a new session.

– Create a link Create a new link in SAP GUI.

(F1) Help Displays descriptions about a field on which the cursor is posi-tioned.

(Alt)+(F12) Adjust local layout

Enables user-specific settings of the display options.

Button Key/Key Combi-nation

Name Use

The Most Essential Buttons of the Standard Toolbar (Cont.)



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Command Field

You can navigate in the SAP system without a mouse by using the SAP EasyAccess menu via the keyboard. This way, you can start transactions bydirectly entering the transaction code. You can enter transaction codes in thecommand field (see also Chapter 6).

Command Field

Status Bar

The status bar is located at the bottom of the screen and extends over theentire screen width. On the left side, you can see an area that displays systemmessages. The right side displays four fields that provide current informationon the system's status.

By clicking the button in the first status field, you get various pieces ofinformation on the system and client you're working with. The status barindicates what program and transaction are currently active. You will alsofind information on the response and interpretation time of the SAP system.

Information in the Status Bar

The following table describes the most essential information that’s availablein the status bar.

Name Explanation

System System and client to which you are currently logged on

Client Client

Description of the Status Bar


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In the second status field, you can view the name of the server to which youare connected (here, ides).

Additional Information in the Status Field

The third status field shows whether you are in overtype mode (OVR) or ininsert mode (INS, as shown in the figure). If OVR is set, you overwrite theexisting data on the right side of the cursor when you enter data; if INS is set,you add or insert data. You can toggle between the modes by clicking on thisfield.

The next section describes how to exit the SAP system.

5.5 Logging Off from the SAP System

You have several options for terminating SAP GUI. One option is to proceedas follows:

A Click the button at the top left, and select the Close menu item, orpress (Alt)+(F4).

User Logon name

Program Program that is currently active

Transaction Name of the transaction that is currently active

Response time Time in milliseconds in which the SAP system responds

Interpretation time

Time in milliseconds in which commands to the system are executed

Round trips/flushes

Connections to one or more SAP systems

Name Explanation

Description of the Status Bar (Cont.)



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B Confirm the message “Unsaved data will be lost. Do you want to log off?”

Or you can log off as follows:

A Click the Close button at the top right.

B Confirm the message “Unsaved data will be lost. Do you want to log off?”

The message that unsaved data will be lost is displayed at every logoff forsecurity reasons.

This chapter described how to log on to and log off from the SAP system.With SAP Logon, you can configure a connection to an SAP system or startthe connection setup. To log on to an SAP system, you require a client, user,and password. Specifying a logon language is optional. SAP GUI is installedon your PC, and enables interaction with the system.

Chapter 6 presents the options available for navigation and data entry in theSAP system.

5.6 Try It!

Exercise 1

Describe how to establish a connection to the SAP system.

Exercise 2

Which information is mandatory for logging on to the system and whichinformation is optional?

Exercise 3

Which of the following are valid passwords?

a) SAP*

b) q7


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c) meier#1

d) demo#2010

e) swordfish

Exercise 4

What do you enter in the command field to terminate a session withoutquery?


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Contents

About This Book ........................................................................................ 13

Part I The SAP Enterprise

1 A Brief History of the SAP Enterprise ...................... 21

1.1 Getting Started: From RF to SAP R/3 ............................................ 211.2 SAP from the Turn of the Millennium to the Present ..................... 24

2 How Does SAP Software Work? ................................ 27

2.1 What Is “Standard Software”? ....................................................... 272.2 Adapting the SAP System to an Enterprise .................................... 282.3 What If the Standard Is Not Sufficient? ......................................... 302.4 Orientation toward the Process ..................................................... 302.5 Real Time ....................................................................................... 312.6 Central Data—Decentralized Processing ....................................... 32

3 Overview of the Most Critical SAP Products ....... 35

3.1 Complete Package: SAP Business Suite ......................................... 353.2 The Central Component: SAP ERP ................................................. 363.3 Maintaining Customer Relationships: SAP CRM ........................... 433.4 Optimizing Supplier Relationships: SAP SRM ................................ 443.5 The Entire Lifecycle of a Product: SAP PLM ................................... 443.6 For All Supply Chain Elements: SAP SCM ...................................... 453.7 Industry Solutions ......................................................................... 473.8 Special Software for Medium-Sized Enterprises ............................ 483.9 The Technical Basis: SAP NetWeaver ............................................. 49

Part II Basic Principles of System Operation

4 Organizational Structures and Master Data ........ 55

4.1 Organizational Structures .............................................................. 554.2 Master Data .................................................................................. 624.3 Try It! ............................................................................................. 69


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5 Logging On to the SAP System ................................... 71

5.1 SAP Logon ..................................................................................... 715.2 Logging On for the First Time ....................................................... 745.3 Logging On to the System ............................................................. 775.4 The SAP User Interface .................................................................. 785.5 Logging Off from the SAP System ................................................. 835.6 Try It! ............................................................................................ 84

6 Navigating in the SAP System ..................................... 87

6.1 Overview of the Navigation Options ............................................. 876.2 Navigating via the SAP Easy Access Menu .................................... 896.3 Navigating via Transaction Codes .................................................. 916.4 Entering Data in the SAP System .................................................. 946.5 Input Help ..................................................................................... 996.6 Working with Sessions .................................................................. 1006.7 Try It! ............................................................................................ 102

7 Maintaining the System Layout and User Data ....................................................................... 103

7.1 Creating Links on the Desktop ...................................................... 1037.2 Maintaining Your Own User Data ................................................. 1047.3 Creating Favorites ......................................................................... 1087.4 Holding, Setting, and Deleting Data ............................................. 1177.5 Adapting the User Interface .......................................................... 1187.6 Try It! ............................................................................................ 120

8 Creating Evaluations and Reports ............................. 121

8.1 Using Standard Reports in the SAP System ................................... 1218.2 Finding Standard Reports .............................................................. 1258.3 Exporting Lists to Microsoft Excel ................................................. 1278.4 Using Variants ............................................................................... 1308.5 Other Reporting Options in SAP ERP ............................................ 1318.6 Try It! ............................................................................................ 133

9 Printing .................................................................................... 135

9.1 Overview of the Print Functions .................................................... 1359.2 Using Spool Requests .................................................................... 137


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9.3 Changing the Default Printer ......................................................... 1419.4 Creating Screenshots ..................................................................... 1429.5 Try It! ............................................................................................. 144

10 Automating Tasks .............................................................. 145

10.1 Background Jobs ........................................................................... 14510.2 Batch Processing (Batch Input) ...................................................... 15610.3 Try It! ............................................................................................. 163

11 Working with Messages and the Business Workplace .............................................................................. 165

11.1 Overview of the Business Workplace ............................................ 16511.2 Sending Short Messages ............................................................... 16711.3 SAP Business Workflow ................................................................. 17011.4 Folders .......................................................................................... 17111.5 Office Organization ....................................................................... 17211.6 Try It! ............................................................................................. 175

12 Electronic Data Interchange ......................................... 177

12.1 Overview of the EDI Process ......................................................... 17712.2 EDI in Practice ............................................................................... 17812.3 Try It! ............................................................................................. 179

13 Using Help Functions ....................................................... 181

13.1 Field Helps and Search Windows .................................................. 18113.2 The Help Menu .............................................................................. 18513.3 Customizing the Help .................................................................... 18913.4 Try It! ............................................................................................. 191

14 The Role and Authorization Concept ....................... 193

14.1 Authorizations ............................................................................... 19314.2 Roles ............................................................................................. 19414.3 Try It! ............................................................................................. 197


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Part III The Most Critical SAP Components

15 Materials Management ................................................... 201

15.1 Materials Management Task Areas ................................................ 20115.2 Organizational Structures .............................................................. 20515.3 Master Data .................................................................................. 20615.4 Purchase Order .............................................................................. 21915.5 Inventory Management ................................................................. 22215.6 Invoice Verification ........................................................................ 22615.7 Automatic Material Requirements Planning .................................. 23015.8 Evaluations .................................................................................... 232

16 Sales and Distribution ..................................................... 235

16.1 Sales and Distribution Task Areas ................................................. 23516.2 Organizational Structures .............................................................. 23816.3 Master Data .................................................................................. 23916.4 Sales Order Processing .................................................................. 24616.5 Availability Check .......................................................................... 25116.6 Complaint Processing (Returns) .................................................... 25316.7 Evaluations .................................................................................... 254

17 Financial Accounting ........................................................ 257

17.1 Financial Accounting Tasks ............................................................ 25717.2 Organizational Structures in Financial Accounting ........................ 26117.3 General Ledger Accounting ........................................................... 26217.4 Accounts Payable Accounting ........................................................ 26617.5 Accounts Receivable Accounting ................................................... 27917.6 Evaluations .................................................................................... 285

18 Controlling ............................................................................. 289

18.1 Task Areas in Controlling ............................................................... 28918.2 Organizational Structures .............................................................. 29418.3 Overhead Cost Controlling ............................................................ 29518.4 Product Cost Controlling ............................................................... 30118.5 Profitability Analysis ...................................................................... 30518.6 Evaluations .................................................................................... 309


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19 Human Resources ............................................................... 311

19.1 Tasks in SAP Human Resources ..................................................... 31119.2 Organizational Management ......................................................... 31319.3 Recruitment ................................................................................... 31619.4 Personnel Administration .............................................................. 32019.5 Talent Management ...................................................................... 32319.6 Time Management ......................................................................... 32419.7 Payroll ........................................................................................... 32619.8 Standard Reporting ....................................................................... 329

20 Case Study .............................................................................. 331

20.1 The Sample Business ..................................................................... 33320.2 The Enterprise Structure ................................................................ 33320.3 Creating Material Master Records ................................................. 33520.4 Creating Vendor Master Records ................................................... 33620.5 Creating Purchasing Info Records .................................................. 33720.6 Creating a Purchase Order ............................................................. 33920.7 Receiving Goods ............................................................................ 34120.8 Verifying an Invoice ....................................................................... 34220.9 Displaying Open Items (Optional) ................................................. 34420.10 Posting Outgoing Payments .......................................................... 34520.11 Creating a Customer Master .......................................................... 34620.12 Adding Sales Data to the Material Master Record ........................ 34820.13 Creating Conditions ....................................................................... 34920.14 Creating a Standard Order ............................................................. 35020.15 Delivering and Issuing Goods ........................................................ 35120.16 Creating an Invoice ........................................................................ 35320.17 Posting Incoming Payments .......................................................... 354

AppendicesA Abbreviations ................................................................................ 359B Glossary ......................................................................................... 363C Buttons, Key Combinations, and Function Keys ............................ 373D The Author .................................................................................... 379

Index ......................................................................................................... 381


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Index

A

ABAP.............................................. 51, 363report generator................................. 132

ABAP List Viewer � ALVAccess to data and functions ................ 193Accounting..................................... 36, 257

data .................................................. 239document................................... 224, 228

Accounts payable ................................. 266accounting ......................... 260, 266, 363

Accounts receivable accounting........... 260, 279, 363

Accounts receivable � Accounts receivable accounting

Activity type................................. 297, 363Actual costs .......................................... 291Adaptability............................................ 27Adjust local layout............................ 81, 98Adjustment posting.............................. 279ALV...................................................... 122ALV grid control .................................. 122

navigation option............................... 124Applicant

data .................................................... 40manage data ..................................... 311master record..................................... 318portal ................................................ 318selection............................................. 319short profile ....................................... 319

Application basis .................................... 51Application help................................... 185Application layer .............................. 23, 32Application server .................................. 51Article ............................................ 63, 207Assembly processing .............................. 41Asset accounting .......................... 260, 363Assets ................................................... 258Authentication ..................................... 363Authorization ............................... 193, 363

concept ...................................... 194, 314object ................................................ 195profile ............................................... 195

Auto reply ............................................ 172Automatic payment program ............... 279

Automation...........................................145Availability check..........................236, 251

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Back ..................................................80, 98Background job.............................145, 363

create.................................................146start ..................................................153

Background processing .................145, 363BAdI .....................................................363Balance ...................................................39Bank accounting ...................................261BAPI......................................................363Basic list................................................123Basis........................................................51Batch input ...........................................156Batch input session .......................156, 157

create.................................................157edit ....................................................162process ...............................................161process mode ......................................162session overview ..................................161

Batch processing � batch input sessionBEx .......................................................132Bill of material ......................................302Business Add-In � BAdIBusiness Application Programming

Interface � BAPIBusiness area ................................261, 363Business Explorer .................................363Business intelligence.......................50, 363Business process .............................30, 363Business transaction..............................264Business Workplace ......................165, 363BusinessObjects ......................................25Button.............................................97, 374

F4 help...............................................376General function.................................375Report................................................377Standard toolbar ................................374


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C

Cancel .............................................. 81, 98actions step by step .............................. 95

Capital.................................................. 258Case study ............................................ 331

enterprise structure ............................ 333organizational unit ............................ 334sample enterprise ............................... 333

CATS ............................................ 326, 364Change size ............................................ 79Characteristic ....................................... 305Chart of accounts ................. 259, 262, 364Checkbox ............................................... 98Client ............. 32, 57, 58, 73, 75, 205, 364Client-server architecture ......... 23, 32, 364Clipboard ....................................... 97, 117Close ................................................ 79, 84Closing operation................. 266, 280, 284Cloud computing ................................... 49CO.................................. 36, 229, 289, 364

CO-OM.............................................. 295CO-PA ............................................... 305CO-PC ............................................... 301

Command field ................................ 82, 91Commercial and tax laws and

regulations........................................ 258Communication ................................... 105Company code ................ 57, 58, 205, 261,

294, 364Complaint .................................... 237, 253

processing .......................................... 253Compliance .......................................... 364Component ............................................ 36Condition..................................... 237, 244

create ................................................ 349master record .................................... 244type................................................... 244

Configuring............................................ 28Connection setting ................................. 73Connection to SAP system

change................................................. 73check ................................................... 73

Consolidation....................................... 364Consumable material ........................... 219Controlling............................. 38, 229, 364

Area.................................. 294, 299, 364Operational ....................................... 290

Controlling (Cont.)Strategic ............................................290

Copy .......................................................95Corporate governance ....................39, 289Cost accounting ......................................39Cost assignment....................................290Cost center....................................295, 364

accounting .........................................295group.................................................297

Cost element.........................263, 299, 364Primary .............................................300Secondary...........................................300

Cost object............................................291Cost planning .......................................290Costs .....................................................290Country version....................................326Create a purchasing info record............337Create a support message .....................189Create a vendor master record..............336Create delivery .....................................248Create favorite ......................................108

drag-and-drop ....................................108via menu bar......................................108via right mouse button................109, 110

Credit standing check ...........................280Credits ..................................................365Cross-Application Time Sheet � CATSCS ...........................................................37Custom development..............................30Customer ......................................239, 279

account ......................................250, 282inquiry.......................................236, 246master record .............................239, 280

Customer mastercreate.................................................346

Customer Relationship Management � SAP CRM

Customer Service......................41, 42, 364Customizing..............................28, 56, 365

map organizational structures ..............59Cut..........................................................95

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Datadelete .................................................117hold ...................................................117


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Data (Cont.)medium exchange............................... 327protection .................................. 194, 320set ..................................................... 117

Data Warehouse............................. 50, 365Database......................................... 23, 365

layer.............................................. 23, 32Date format .......................................... 107Debits................................................... 365Debits and credits ................................ 259Debts.................................................... 258Decimal notation.................................. 106Default

value ......................................... 107, 113Delivery ............................... 237, 248, 280

block.................................................. 280date................................................... 251document........................................... 280implement ......................................... 351

Demand determination ........................ 202Desktop link........................................... 71Development system.............................. 72Deviation analysis ................................ 298Dialog window....................................... 99Direct costs .......................................... 295Display

field..................................................... 96technical name ..................................... 88

Distribution channel .................... 238, 365Division........................................ 238, 365Document ............................ 224, 228, 237

number.............................................. 249principle .................................... 258, 365type ................................................... 260

Double-entry accounting.............. 259, 365Drilldown reporting............................. 132Dunning....................................... 280, 281

level................................................... 280

E

EAM � PMEC .......................................................... 37EDI............................... 137, 146, 177, 365EH&S...................................................... 37Electronic bank statement .................... 284Electronic Data Interchange � EDI

Employee integration .............................50Employee Self-Service � ESSEmployment personnel action..............321Enhancement package ............................25Enter data ...............................................94Enter sales order...................................246Enter vendor invoice ............................273Enterprise

map structure.......................................28Enterprise Controlling ..........................365Enterprise Resource Planning ...............365Enterprise resource planning � ERPEnterprise Structure................................56Enterprise-specific area menu...............106ERP Central Component .......................365ERP system .............................................24ESS..........................................40, 326, 365Evaluation.....................121, 232, 254, 309Exit .........................................................81Export list .............................................127Extensibility............................................27External accounting � Financial

Accounting

F

F01 help .........................................98, 374F03 key.................................................374F04 help ...................................96, 99, 374F05 key.................................................374F06 key.................................................374F1 help ...................................98, 181, 374F12 key.................................................374F3 key...................................................374F4 help .....................96, 99, 182, 183, 374F5 key...................................................374F6 key...................................................374Favorites

delete .................................................111display at end of list .............................88display favorites only ............................88display in SAP Easy Access menu ...........88export ................................................112file .....................................................111import ...............................................112program.............................................111transaction.........................................108


Index

384

Favorites (Cont.)website .............................................. 110

FI ........................................... 36, 229, 365FI-AP .................................................... 266Field....................................................... 96

help ................................................... 181value ................................................... 96

Field group � Screen areaFI-GL.................................................... 262Financial Accounting...... 38, 257, 326, 365Financial accounting � FIFinancial service provider ...................... 47Financial statement .............. 258, 264, 366Financial Supply Chain Management �

FSCMFixed costs ........................................... 291Folder .......................................... 166, 171

close .................................................... 89content list......................................... 171open .................................................... 89tree ................................................... 171

FSCM ............................................. 37, 366Full costs .............................................. 291Function key ............................ 80, 97, 374

G

G/L account.......................................... 262General ledger........................ 38, 259, 262

accounting ......................... 260, 262, 366Glossary ............................................... 186Go to menu............................................ 95Goods issue.......................... 223, 237, 280Goods movement................................. 222Goods receipt............... 202, 204, 223, 267

post ................................................... 223Governance, Risk, and Compliance � GRCGR/IR account .............................. 230, 269Graphical User Interface � SAP GUIGRC...................................................... 366Group box � Screen area

H

Handling of payment ........................... 204Hard copy ............................................ 142

HCMPA .......................................................37PD .......................................................37PE .......................................................37PT......................................................371

Help................................................81, 181input .................................................181menu .................................................185setting................................................189

Hire employee ......................................311Historical data.......................................320HR ........................................................311

area ...................................................366department ........................................311master data ...............................311, 320

Human resources..............................37, 39

I

IBM DB2.................................................23Icon � buttonIDES (International Demonstration and

Evaluation System)................15, 16, 366IDoc......................................................177

transactions .......................................178IMG................................................28, 366

Customizing .........................................29Immediate output .................................135Implementation Guide � IMGImplementation project ....................22, 28Incoming payment........................280, 281Individual software.................................27Industry solution ......................27, 47, 366Information field ....................................96Information integration ..........................50Information system ......................285, 329InfoSet Query .......................................132Infotype..........................40, 315, 320, 366Initial logon ............................................74In-memory computing............................32Input field...............................................96Input help...............................................96Insert ......................................................95

mode....................................................83Integration....................22, 25, 27, 49, 366Intermediate Document � IDocInternal order ...............................298, 366


Index

385

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

Internet .................................................. 24Inventory ............................................. 223Inventory Management................. 41, 204,

222, 366Investment ............................................. 39Investment Management ..................... 367Invoice ......................................... 249, 280

document........................................... 228Invoice verification ....... 41, 202, 204, 226,

267, 269, 367GR-based ........................................... 227PO-based ........................................... 227verify................................................. 342without purchase order reference ........ 227

Invoicing ...................................... 237, 249Issue goods........................................... 351

J

Java ........................................................ 51Job ....................................................... 314

class .................................................. 150name ................................................. 150

Job � Background jobJob Wizard................................... 146, 149

K

Kanban................................................... 41Key (organizational unit) ........................ 57Key combination ............................ 95, 373

activate entry in list ........................... 373activate selected element ..................... 373cancel actions step-by-step .................. 373change lines ....................................... 373copy .................................................. 373copy line ............................................ 373cut .................................................... 373cut line .............................................. 373delete................................................. 373delete line .......................................... 373duplicate line ..................................... 373find ................................................... 373go to menu ........................................ 373move line downward .......................... 373move line upward............................... 373

Key combination (Cont.)navigate in list of entries that can

be selected.......................................373navigate to next element .....................373navigate to next group ........................374navigate to previous element ...............374navigate to previous group ..................374paste ..................................................373refresh SAP Easy Access menu .............374repeat ................................................373replace ...............................................373select all .............................................373undo ..................................................374

Key performance indicator ...........290, 367Knowledge Management ................50, 367KPI � Key performance indicator

L

Language ................................................76Large computer system...........................21Ledger...................................................367LES .........................................................37Liabilities ..............................................258Liability account ...................................270Link

create...........................................81, 103transaction.........................................103

Liquidity .................................................39LIS ........................................................132Local Area Network (LAN)......................33Log off ....................................................83

from the SAP system .............................83Log on to the SAP system .......................73

after initial logon .................................77initial logon..........................................74

Logistics....................................37, 40, 201Logistics Execution System ...................367Logistics Information System................367Logistics Information System � LISLogon .....................................................73

name ...................................................73Logon language

change ...............................................105define...................................................77


Index

386

M

Maintain user data ....................... 104, 116Make-to-order production ..................... 41Manage applicant data ................. 317, 369Manage appointment ........................... 173Manager Self-Service............................ 367Managerial accounting � ControllingManufacturing industry ......................... 47Marketing .............................................. 43Mass data transfer ................................ 156Master data .................... 62, 206, 239, 367

management........................................ 50Material ....................................... 207, 302

cost estimate ...................................... 303document........................................... 224master............................................... 206type................................................... 207valuation ............................................. 41

Material master ...................................... 63data .................................................... 41

Material master record......................... 242Add sales data ................................... 348Create ............................................... 335

Material requirements planning........... 367Materials Management ......... 41, 266, 267,

280, 367Materials management......................... 201Materials management � SAP MMMaximize ............................................... 79Measure for further training ................ 324Medium-sized enterprise ....................... 48Menu bar ............................................... 79Menu item

Help .................................................... 79System................................................. 79

Messagecontrol............................................... 237send .................................................. 167send short .......................................... 167

Microsoft Excel .................................... 128Microsoft SQL Server ............................. 23Microsoft Windows Explorer............... 108Minimize ............................................... 79MM........................................ 37, 251, 367

IV ..................................................... 367Mobile application ................................. 43Mobile device .................................. 43, 50

Module � componentMove ......................................................79Movement type ....................................223Moving average price ...................211, 303mySAP ERP.............................................25mySQL....................................................23

N

Navigatein the list of selectable entries ................95to next element .....................................95to next screen area................................95to previous element ...............................95to previous screen area..........................95

Navigation ..............................................82SAP Easy Access menu ..........................89tab.......................................................96transaction code ...................................91

Next........................................................80

O

Office organization ...............................172Offsetting entry ....................................269OM.........................................................37On-demand solution...............................48One-time account .........................267, 367Online processing.................................145Open item

Display ..............................................344Operating concern................294, 307, 367Operating profit....................................306Optional field .........................................96Oracle .....................................................23Order....................................................246

to cash ...............................................280type ...................................................237

Organization chart ..........................55, 314Organizational Management...40, 311, 313Organizational structure ........55, 205, 238,

261, 294, 367Organizational unit.......205, 238, 294, 314

create and assign ..................................56keys .....................................................57

Outgoing payment........................268, 271


Index

387

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

Output control ..................................... 154Output device .............................. 107, 138Output request ..................................... 136Outside creditor ................................... 258Overhead Cost Controlling... 293, 295, 368Overhead costs............................. 291, 295

Designated......................................... 295Direct ................................................ 295

Overhead Management � Overhead cost controlling

Overtype mode ...................................... 83Own user data

address .............................................. 105department........................................ 105email address ..................................... 105form of address .................................. 105name ................................................. 105telephone number............................... 105

P

Parameter............................... 92, 107, 113ID ............................................. 114, 115

Password.................................. 73, 75, 105change ................................................. 76incorrect .............................................. 78rule ..................................................... 75

Payment ............................................... 237target ................................................ 280

Payroll.................... 40, 312, 313, 326, 368PDF

create ................................................ 138Performance accounting......................... 39Performance Assistant .......................... 190Person .................................................. 315Personnel action................................... 320Personnel Administration ..... 40, 311, 312,

320, 368Personnel Development ......................... 40Personnel Planning and

Development............................ 312, 368Personnel Time Management............... 368Personnel Time Planning � Time

ManagementPicking ................................................. 237Placeholder .......................................... 126Plan version ......................................... 314

Planned costs ........................................291Plant ...............................58, 205, 294, 368Plant Maintenance ..........................37, 368Plausibility check ..................................322PM........................................................368Popup � dialog windowPosition ........................................311, 314Post an incoming payment ...................354Post an outgoing payment ....................345Post outgoing payment .................271, 276Posting..................................................260PP .....................................37, 41, 251, 368Prepopulate field ..................................113PReq .....................................................202Pre-sales phase......................................236Presentation layer .............................23, 32Pricing ..................................................237Print................................................81, 107Print function � PrintingPrint preview of an invoice...................250Printer

change the default ..............................141setup..................................................141

Printing.................................................135Process integration .................................51Processing industry.................................47Procurement .........................................201Product Cost Controlling ......293, 301, 368Product Costing � Product cost controllingProduct development .......................41, 44Product documentation ..........................44Product Lifecycle Management � SAP PLMProduct portfolio management ...............44Production..............................................41

order....................................................41planning and control ......................37, 41

Production Planning .....................301, 302and Control ................251, 301, 302, 368

Production system ..................................72Profit ............................................290, 305

and loss statement ........39, 258, 264, 368center accounting................................368

Profitability analysis .....................293, 305Profitability report ................................308Program directory.................................126Programming..........................................30Project management ...............................44PS ...................................................37, 371


Index

388

Public administration ............................. 47Purchase............................................... 369Purchase order ............. 202, 219, 267, 268

change............................................... 220create ................................ 220, 221, 339display .............................................. 220handle ............................................... 203monitor ............................................. 203structure............................................ 220

Purchase requisition � PReqPurchasing ....... 41, 44, 201, 204, 266, 267

group ............................ 57, 59, 205, 369information record............................. 216organization .................. 57, 59, 205, 369

Q

QM ........................................................ 37QM � Quality ManagementQualification ........................................ 323

select ................................................. 317Quality inspection stock....................... 223Quality Management ........................... 369Quantity structure................................ 303QuickViewer ........................................ 132Quotation..................................... 236, 246

R

Radio button .......................................... 98RC .......................................................... 37RE .................................................. 37, 369Real Estate Management ...................... 369Real time.................................. 22, 31, 263Real-time processing ........................ 22, 27Receivables........................................... 279

account ............................................. 260management................................ 39, 280

Receiving Goods .................................. 341Reconciliation account ......... 260, 263, 369Recording overview ............................. 159Recruitment ........... 40, 311, 312, 317, 369Relational database................................. 23Release note ......................................... 187Repetitive manufacturing ....................... 41

Report..................121, 145, 232, 254, 285, 307, 309

create.................................................121export ................................................127program directory ..............................126search ................................................125search name .......................................147variant ......................................125, 130

Report Painter ......................................132Report Writer � Report PainterReporting � Report, createRequired entry field................................96Resource management............................44Restore ...................................................79Retroactive accounting..........................327Return ..........................................237, 253Return on Investment � ROIRevenue................................................290RFID .......................................................46ROI .......................................................369Role ......................................................194Routing.................................................302

S

Salesarea ...........................................238, 294data...................................................239order..........................................236, 246order processing .................................246organization...............................238, 369

Sales and Distribution......41, 43, 235, 279, 280, 293, 369

SAPabbreviation.........................................36enterprise history..................................21founders...............................................21

SAP acronym � SAP abbreviationSAP Advanced Planning & Optimization �

SAP APOSAP APO.........................................46, 369SAP Auto-ID Infrastructure.....................46SAP Business All-in-One .................48, 369SAP Business ByDesign...................48, 369SAP Business Explorer � BExSAP Business One ...........................48, 370SAP Business Suite..........................35, 370


Index

389

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

SAP Business Warehouse � SAP BWSAP Business Workflow ............... 170, 370SAP BusinessObjects ............................ 132SAP BW.................................. 50, 132, 370SAP Community Network .................... 188SAP CRM.......................... 35, 43, 364, 370SAP Customer Relationship Management �

SAP CRMSAP Developer Network....................... 188SAP documentation � SAP librarySAP Easy Access menu ................... 79, 370

close all folders..................................... 90customize............................................. 88display transaction codes ...................... 88navigation ........................................... 89report ................................................ 127

SAP Enterprise Asset Management � Plant Maintenance

SAP ERP ............................. 25, 35, 36, 3706.0 ...................................................... 25Corporate Services ................................ 36Financials .............................. 36, 38, 370HCM ............................. 36, 39, 311, 370Operations........................................... 36

SAP ERP Human Capital Management � SAP ERP HCM

SAP Event Management ......................... 46SAP Extended Warehouse Management 45SAP GUI ............................. 23, 38, 78, 366SAP HANA ............................................. 32SAP Help Portal ............................ 186, 188SAP help � SAP Help PortalSAP library ........................................... 185SAP List Viewer � ALVSAP Logon.............................................. 71

setup ................................................... 71SAP MaxDB............................................ 23SAP MDM............................................ 370SAP MM............................................... 201

IM..................................................... 222IV ..................................................... 226

SAP Mobile .......................................... 370SAP NetWeaver........................ 25, 49, 371SAP NetWeaver Application Server...... 370SAP NetWeaver XI� SAP POSAP PI .................................................. 370SAP PLM .................................. 35, 44, 371SAP Portal ...................................... 50, 370

SAP Process Orchestration � SAP POSAP Product Lifecycle Management �

SAP PLMSAP Project System ...............................371SAP Query ............................................132SAP R/1...................................................22SAP R/2...................................................23SAP R/3.................................................371SAP R/3 Enterprise .................................24SAP RF....................................................21SAP SCM...................................35, 45, 371SAP SEM...............................................371SAP Service Marketplace...............188, 371SAP Solution Manager ..........................371SAP SRM...................................35, 44, 371SAP Strategic Enterprise Management �

SAP SEMSAP Supplier Relationship Management �

SAP SRMSAP Supply Chain Management � SAP SCMSAP Supply Network Collaboration ........46SAP Support Portal ...............................188SAP Transportation Management ...........46SAP user certification..............................16saplogon.ini ............................................73Save ........................................................80Scalability .............................................371Screen area .............................................96Screenshot

create.................................................142output to printer ................................143

SD...........................................................37SD � sales and distributionSearch .......................................81, 95, 183

pattern ......................................100, 184recipients ...........................................168windows.............................................183

Select all..................................................95Selection criterion.........................126, 130Separation of duties ..............................194Server .....................................................32Service ....................................................43Service-Oriented Architecture � SOAServices industry.....................................47Session..................................................100

close ...................................................102create.............................................79, 81generate .............................................100


Index

390

Session (Cont.)overview ............................................ 161permitted number .............................. 101system performance ........................... 102toggle ................................................ 100

Session � batch input sessionShipping point ..................................... 238Show or hide SAP logo........................... 88Smartphone ........................................... 43SMB ....................................................... 25SOA...................................................... 371Social insurance contribution............... 326Solvency................................................. 39Source determination........................... 203Spool file.............................................. 136Spool request ............................... 136, 155Spool system........................................ 135Standard order ..................... 237, 246, 350Standard report � ReportStandard software ............................ 22, 27Standard toolbar .................................... 80Standardization ...................................... 27Status bar ............................................... 82

part .................................................... 82transaction code................................... 94

Stockblocked .............................................. 223material ............................................ 219overview ............................................ 226quality inspection............................... 223transfer ..................................... 223, 225type................................................... 223unrestricted use.................................. 223

Storage location ..... 58, 205, 238, 294, 371Structural organization......................... 313Subledger ............................................. 259

account ............................................. 266accounting ......................................... 260

Supplier ................................................. 44Supplier Relationship Management ....... 44Supplier Relationship Management �

SAP SRMSupply chain .................................... 40, 42Supply Chain Management � SAP SCMSybase .................................................... 25System

connection ........................................... 73

System (Cont.)message................................................82status...........................................82, 147

T

T account ..............................................259Tab .........................................................96Tab index � tabTablet PC ................................................43Talent Management......................312, 323Tax........................................................326Terms of payment.................................215Test system.............................................72Three-layer concept ..........................23, 33Time card..............................................325Time constraint.....................................322Time format..........................................107Time Management..........40, 313, 324, 371Time recording .....................................325

negative recording ..............................325positive recording ...............................325system................................................325

Title bar ..................................................81TM..........................................................37Toolbar ...................................................80Tooltip..............................................80, 97TR...................................................37, 372Tracking..................................................46Training and Event Management.........313,

323, 372Transaction .............................................59

cancel...................................................98CK11N...............................................303F-28 ..........................................283, 355F-53 ..................................271, 276, 346FB60 .................................................273FBL5N ...............................................282FD01 .................................................282FK01 .................................................266FK10N.......................................269, 344KE30 .................................................306KKBC_ORD........................................309KO01.................................................298KS01 .................................................296MCTA ................................................255MCTC ................................................255


Index

391

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

Transaction (Cont.)MCTE ................................................ 255ME11 ................................................ 217ME1L ................................................ 339ME21N ..................... 220, 221, 243, 340ME22N ............................................. 220ME23N ............................................. 220ME2L ................................................ 232ME51N ..................................... 202, 221MIGO........................ 224, 225, 243, 341MIRO ........................................ 227, 343MM01....................................... 207, 349MMBE ...................... 226, 249, 342, 355MMH1 .............................................. 242PA20................................................. 323PA40................................................. 321PB20 ................................................. 318PBAP................................................. 317PC00_M99_CALC_SIMU .................... 328PPOCE............................................... 315S_ALR_87012093.............................. 277S_ALR_87012186.............................. 285S_PLO_86000028.............................. 265save as favorite .................................. 108SBWP................................................ 166SM35 ................................................ 157SM36 ................................................ 149SM59 ................................................ 178SU01 ................................................. 196SU3 ................................... 104, 116, 182VA01 ........................ 247, 252, 253, 351VA11 ................................................ 246VA21 ................................................ 246VD03 ................................................ 114VF01......................................... 249, 353VF03................................................. 250VF31................................................. 250VK11 ................................................ 244VK31 ................................................ 350VL01N ...................................... 248, 352VL02 ................................................. 353VL02N .............................................. 249VL03N .............................................. 280WE05........................................ 178, 179WE19................................................ 178WE20................................................ 178WE21................................................ 178WE60................................................ 178

Transaction (Cont.)XD01.................................................239XK01 .................................................212

Transaction code.............................82, 372display in SAP Easy Access menu ...........88navigation............................................91parameter ............................................91status bar.............................................94

Transaction data .............................62, 372Transaction recorder.............................157Transfer document ...............................268Transfer from subledgers......................263Transfer posting....................................223Transparency ........................................258Transport damage .................................253Transport order ....................................237Transportation management...................46Travel Management ......................312, 313Treasury..........................................39, 372

U

Undo.......................................................95User ..........................................73, 75, 193

password � Passwordprofile ................................................116

User exit ...............................................372User interface ...................................23, 78User PC...................................................24User-specific settings ............................104

V

Value field ............................................305Value help � input helpVariable costing ............................292, 305Variable costs........................................291Variant

attribute ............................................148catalog ...............................................131create.........................................130, 148load ...................................................131

Vendor..........................................203, 212account ..............................................270invoice................................................226line item list .......................................270


Index

392

Vendor (Cont.)master....................................... 212, 266sale ................................................... 277selection............................................. 203

Virtual Private Network ......................... 48

W

Warehouse management................ 45, 372Warning message................................... 99Web service ......................................... 372

Windows desktop.................................103WM ................................................37, 372Work environment.......................165, 171Work item ............................................171Work schedule......................................324Working time .................................40, 324Worklist................................................171


First-hand knowledge.

We hope you have enjoyed this reading sample. You may recommend or pass it on to others, but only in its entirety, including all pages. This reading sample and all its parts are protected by copyright law. All usage and exploitation rights are reserved by the author and the publisher.

Olaf Schulz works as an SAP consultant and trainer. He has over 15 years of experience in IT and organization, focusing on the following aspects: planning and imple-mentation of trainings, creation of training material, project management, CRM implementation and system support, as well as system development and network administration. In cooperation with user departments,

he has analyzed their requirements and implemented them in the SAP system and launched them in the enterprise.

Olaf Schulz

Using SAP: A Guide for Beginners and End Users392 Pages, 2014, $29.95/€29.95 ISBN 978-1-59229-981-2

www.sap-press.com/3569

http://www.sap-press.com/3569

Documents

Using SAP: A Guide for Beginners and End Users · Using the SAP Logon, your Windows PC establishes a connection to the SAP system via the network when you carry out the following