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COURSE OBJECTIVES
Understand terms and concepts in SAP
Access the SAP system
Understand and use the Easy Access screen and other
screen components
Learn how to navigate within SAP
Learn how to work with different sessions of SAP
Learn how to set up your work area to make your job
easier
Learn how to print and download reports
Access Help functions
Access TITAN training materials
Understand how to run training tutorials
COURSE OVERVIEW
SAP
SAP Basic
Basic
Navigation
Navigation
Lesson
Lesson1:1: SAP
SAPOverview
Overview
Lesson
Lesson2:
2: Log
Logon/off
on/offSAP
SAP
Lesson
Lesson3:
3: Screen
ScreenFeatures
Features
Lesson
Lesson4:
4: Navigating
Navigatingin
inSAP
SAP
Lesson
Lesson5:
5: Working
Workingwith
withSessions
Sessions
Lesson
Lesson6:
6: Customizing
Customizingyour
yourWork
Work
Area
Area
Lesson
Lesson7:
7: Printing
Printing&&Downloading
Downloading
Reports
Reports
Lesson
Lesson8:
8: Finding
FindingHelp
Help
Lesson
Lesson9:
9: Accessing
AccessingTraining
Training
Materials
Materials
Modules in SAP
Controlling
FI
Financial Accounting
HR
Human Resources/Payroll
MM
Materials Management
GM
Grants Management
FM
Funds Management
Data
SAP contains two types of information
Master Data
Transactional Data
Terms
Standard SAP terms:
Client unit in SAP system where data is input, changed, and managed
ERP Enterprise Resource Planning; designed to integrate and run all aspects of
an organization
Module portion of SAP system that carries out a specific business function
Real-time describes how data that has been entered into the system is
available immediately after the transaction has been saved. Everyone has access
to the same data.
Transaction code (t-code) unique identifier for each transaction that allows you
to get to a transaction without going through the menu
User role assigned to each employee; set of activities used by the employee
Variants a saved set of personal selection criteria which can be used for lists
and reports
Terms
(contd)
S aplogon.lnk
Password Management
The first time you log on the SAP system,
you will be prompted to change password
Put your cursor at the beginning of each
field and enter the same new password in
both fields, overwriting the symbols in the
fields. Click
10
TC Password Rules
The same password is used for SAP and ESS in
production
8 characters; 1 must be numeric
Cannot be same as user Id
Cannot be same as prior 5 passwords
Required by TC policies to change every 45 days
Keep a record of your password
Dont share your User Id or Password
11
Log off
To log off, click on Exit
icon on standard toolbar
A pop-up window will be
displayed asking whether
you really want to log off
Click
to
continue log off process
12
SAP
Standard
Toolbar
Enter
Icon
Minimize,
Maximize,
Close
buttons
Menu Path
Command
Field
This is the
standard screen
displayed when
you log on to
SAP
Application
Toolbar
Status Bar
Divider can be
adjusted from
left to right by
putting your
cursor on the
line and
dragging
Session and
System
Number
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Screen Components
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Screen Components
(contd)
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Screen Components
(contd)
Example
Example
button
Example
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Screen Components
(contd)
Click on the
on the system
19
Transaction codes are the unique identifiers for the screens in SAP.
They are entered directly in the Command Field on any screen. Click
the Enter icon or press Enter on your keyboard after entering the
transaction code. The transaction code and the name of the
transaction are displayed in the SAP menu. See Lesson 6 on
Customizing Your Work Area to learn how to set up the transaction
codes in the
Frommenu.
Easy Access Screen
Enter transaction code
20
Menu Paths
Favorites
Folders &
Sub-folders
21
Favorites
Rather than searching through the Menu Path for your most frequently
used transactions, you can set up your own Favorites
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Entering Data
Data is information entered into a field in SAP.
Data can be entered as either an insert or an overwrite in data entry
fields. It is important to know which mode of entry you are in before you
attempt to enter data:
When in Insert Mode, new data is added to the data already in a field. To
replace the data, highlight it and press the Delete key on your keyboard
When in Overwrite Mode, new data replaces the data currently in the field (an
example is entering your password on the logon screen)
You can determine which mode you are in by looking at the status bar at
the bottom of the screen.
INS = Insert
OVR = Overwrite
23
Ending a Transaction
When finished with a transaction if updates
have been made, click
to save
24
Right-click on the
transaction line item in the
menu
25
Screen Messages
Messages appear in a pop-up window or in the Status Bar
Message symbols:
Indicates an Error message
Correct the error or click the
button to leave the
transaction
Error must be corrected to leave the transaction
Indicates a Warning message
Read and click the
button or
to clear
Indicates an Information message
Read and click the
button or
to clear
Traffic light icons are also used to display document status
Entry is accepted and approved
Entry is ready for approval
Entry is rejected
26
It is recommended to have at least 2 sessions open at any time but not more
than 3-4. Maximum allowed is 6.
button
27
28
(contd)
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30
31
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Creating Favorites
Rather than searching through the Menu Path for your most frequently
used transactions, you can set up your own Favorites. You can then just
double-click on the transaction in the Favorites folder on the menu and you will
go directly to that transaction.
33
Creating Favorites
(contd)
You can also create a favorite item using the Windows Menu
Select Favorites>Insert
Transaction from the SAP
menu at the top of the screen
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Creating Favorites
(contd)
35
Creating Variants
Variants are short-cuts to save time from entering or selecting the same
information each time you execute certain transactions or reports
Using variants will lead to more consistent, accurate, and timely information from
the SAP system
The same process is used to set up a variant for each transaction code. Based on
the transaction code, the field options or selection indicators may change slightly
For certain reports or transactions, pre-defined variants may have been set up for
use at Tarrant County. See the Quick Reference Card for that report or
transaction to get the name of those Master variants
A master variant can be used as is or as a template to create your own personal
variant. You should first check to see if a master variant can be used before you
create a personal variant from scratch
36
Creating Variants
(contd)
to retrieve your
37
User Menu
SAP Menu
38
39
(contd)
Parameter Id
AFP
ARB
BP2
BUK
CAC
EKO
EVO
FIK
FWS
GM_BDGT_VERSION
GM_GRANT_TYPE
KPL
SCL
Click the Save button
Parameter Value
TC01
TC01
0
TC01
TC01
TC01
TC01
TC01
USD
0
01
TC01
X
40
button
from the Easy Access Screen
Select Options from the pop-up window
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44
(contd)
Printing Reports
After the report has been run and while in that transaction
code, click the Print button
The report will print to your local printer if you have set it as
a default. See Lesson 6-Setting Your Default Printer.
45
(contd)
Downloading Reports
To create a soft copy of a report, you
can download the data to a PC
Do this after the report has been run
and while in that transaction code
Select
List>Export>Spreadsheet from the
SAP menu at the top of the screen
Select the Table radio button
Select the Microsoft Excel radio
button
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Field Help
Documentation
With cursor in the field in
question, click the Help button
from the standard toolbar
SAP documentation on the field is
displayed
Possible Entries
With cursor in the field in
question, click the Possible Entries
button
at the right side of
the field
A picklist of possible entries is
displayed
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System Help
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Additional Help
1
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titansaptraining@tarrantcounty.com
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All TITAN training materials for Phase II are stored on the Tarrant County
website
This website is accessed through your Internet Explorer from any computer
that has internet access; you do not have to be on the Tarrant County
network. The URL for direct link to the Training Materials website is:
http://www.tarrantcounty.com/titan/lib/titan/training/index.asp
Set up this website as a favorite in your web browser for quick future access
Enter the URL above in the address
field in your browser
When you reach the website, go to
Favorites>Add to Favorites in the
Browser menu
A pop-up window will be displayed with
a default name for the site. Click OK.
To access this site in the future, just
click on the Favorites item in the browser
menu and highlight the name for the
website. You will go directly to the
website.
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(contd)
These training materials will be available for your use and reference at
any time
54
Running Tutorials
Tutorials are simulations of the SAP system that take you through a
transaction step-by-step in a mock SAP environment.
Tutorials are provided with each course in the Finance and Purchasing training
Happy Tutoring!!
Basic Navigation Ove
55
Training Sandbox
An SAP environment (Training Sandbox) where you can practice your skills in a real
The sandbox can be accessed through the standard logon process discussed in Lesson 2
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Course Summary
Congratulations!!
You have now completed the SAP Basic Navigation course and are ready to use
the SAP system
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Navigating in SAP
Working with sessions
Customizing your work area
Printing and downloading reports
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