SAP - Evolution of SAP

SAP is the world leader in enterprise applications in terms of software and software-related service
revenue. Based on market capitalization, it is the world’s third largest independent software
manufacturer supporting all sizes of industries helping them to operate profitability, grow
sustainably and stay ahead of the competition in the market.

SAP at a Glance
SAP is known worldwide for its unique innovations that help the customers run their business with
high efficiency. Some of its facts and figures stand as follows −
• More than 263,000 customers in 188 countries.
• More than 68,800 employees in more than 130 countries.
• Annual revenue (IFRS) of €1682 billion.
• Listed under the symbol "SAP" on stock exchanges, including the Frankfurt Exchange and
NYSE.

ISO Certificates

• SAP Development: ISO 9001:2008 certificate

• SAP Active Global Support: ISO 9001:2008 certificate
• SAP Active Global Support: ISO 27001:2005 certificate

Industries & Solution

Industries Line of Business

• Aerospace & Defense • Asset Management

• Automotive • Sustainability
• Banking • Finance
• Chemicals • Human Resources
• Consumer Products • Information Technology
• Defense & Security • Manufacturing
• Engineering, Construction & Operations • Marketing
• Healthcare • R&D, Engineering
• Higher Education & Research • Sales
• High Tech • Service
• Industrial Machinery, Components • Sourcing and Procurement
• Insurance • Supply Chain
• Life Sciences
Featured Solutions
• Media • Big Data
• Mill Products • Customer Engagement
• Mining • Internet of Things
 • Oil & Gas • Rapid Deployment Solutions
• Professional Services • Security
• Public Sector • Small & Medium Enterprises
• Retail • User Experience
• Sports & Entertainment
• Telecommunications
• Travel & Transportation
• Utilities
• Wholesale Distribution

Products

Business Applications Database & Technology

• Business Suite • Application Foundation

• CRM • Business Process Management and
• Enterprise Asset Management Integration
• Enterprise Resource Planning • Cloud Computing
• Financial Management • Content and Collaboration
• Human Capital Management • Database
• Procurement • Data Management
• Product Lifecycle Management • Data Warehousing
• Supply Chain Management • Enterprise Information Management
• Sustainability • In-Memory Computing (SAP HANA)
• Mobile
• Security

Analytics Mobile

• Applied Analytics • Mobile Apps

• Business Intelligence • Managed Mobility
• Data Warehousing • Mobile Platform
• Enterprise Performance • Mobile Secure
Management • Mobile Services
• Governance, Risk, Compliance
• Predictive Analytics

Cloud

• Applications •
 • Business Networks
• Infrastructure
• Platform
• Social Collaboration

SAP Partners
SAP partners play an important role in helping organizations to buy, build, implement, service, and
support the SAP solution that best fits their unique needs. They help organizations to achieve
business goals quickly with better results. Broadly, SAP partners help in −

• Solving small and midsize business needs

• Extending SAP solution with custom apps
• Managing country and language rollouts
• Buying SAP solutions

SAP Support & Services

SAP offers a wide range of services to its customers with the help of its 15000+ trained and certified
consultants with their unparalleled knowledge across 25 distinct industries.
SAP provides the following supports and services through its portal −

• Download SAP software

• SAP Notes (Support Patches & Upgrades)
• Knowledge-based articles
• Request a Developer
• Edit system
• Managing remote connections
• Reporting and tracking a support incident, etc.
You can access the SAP support portal at −
https://support.sap.com/home.html
Log in using your “S-User ID” and “password” and access the support offered by SAP.

SAP - Introduction To ERP

SAP is a market leader in providing ERP (Enterprise Resource and Planning) solutions and
services. In this chapter, we will try to understand more on ERP and where it should be used. In
addition, we will learn the implementation techniques of ERP along with the ERP packages
available in the market.

What is ERP?
Enterprise Resource Planning (ERP) is a software that is built to organizations belonging to
different industrial sectors, regardless of their size and strength.
The ERP package is designed to support and integrate almost every functional area of a business
process such as procurement of goods and services, sale and distribution, finance, accountings,
human resource, manufacturing, production planning, logistics & warehouse management.
Business Process Integration
Every business, regardless of the industry they belong to, require connected systems with efficient
information flow from one business process to another. Business Process Integration (BPI) plays
an important role in overcoming integrating challenges that allows organizations to connect
systems internally and externally.
Business Process Integration (BPI) allows −

• automation of business processes,

• integration of systems and services,
• secure sharing of data across numerous applications, and
• automation of management, operational, and supporting process.
The following illustration shows an overview of various business processes running in an enterprise
and how they are integrated.
Evolution of ERP
During early phases of development, integrated solutions were designed for particular process
areas such as −

• Material Management − the integrated system was known as Material Requirement

Planning (MRP)
• Manufacturing − the integrated system was known as Manufacturing Resource Planning
However none of the integrated systems came with a complete solution for an organization
covering major business process areas. In early 1990’s, the Gartner Group first used the
acronym ERP. By mid–1990’s, ERP systems addressed all the core enterprise functions.
In the early stages, most of the ERP solutions were focused on automating back office
functions that were not directly affecting customers or general public. Later, front office
functions such as customer relationship management and e–business systems were integrated.

Functions of ERP
An ERP system typically performs the following functions −
• Supports the integrated business process inside the organization.
• Improves capital planning and helps in executing organizational plans and strategies.
• Helps speed up the decision-making process over the analysis of accurate data.
• Helps extend the business network to wider domains, expanding the products and services
to reach more customers, suppliers, and partners.
• Identifies operational risks to improve governance.
• Provides protection against organizational data breaches and security threats to leakage of
information.
 • Makes the organization adaptable to the rapid changes in the business process according
to the needs.
• Gives long-term profit by providing means to increase the customer base.

Functional Areas
ERP is a business management software is usually a suite of integrated applications that a
company can use to collect, store, manage, and interpret data from many functional areas including
−
• Financial Accounting − Deals with financial transactions and data.
• Human Resource − Deals with information related to employee of an organization.
• Customer Relationship Management − Deals with capturing and managing customer’s
relationship, facilitating the use of customer experience to evaluate the knowledge database.
• Sales and Distribution − Deals with order placement, delivery, shipment and invoicing.
• Logistics and Warehouse Management − Deals with storage of products and shipment.
• Manufacturing and Material Management − Deals with the production and production
planning activities.
• Supply Change Management − Deals with the movement of products, storing, managing,
and controlling supplies.
• Business Intelligence − Analyzes data and converts the same to information.

Advantages of ERP
By integrating the business processes, the ERP offers the following advantages −
• Saves time and expenses.
• Allows faster decision-making by the management, utilizing the data and reporting tools
designed in the systems.
• Single data source and sharing of data among all the units of an organization.
• Helps in tracking every transaction that takes place in an organization, from starting till end.
• Supplies real-time information whenever required.
• Provides synchronized information transfer in between different functional areas such as
sales, marketing, finance, manufacturing, human resource, logistics, etc.

Disadvantages of ERP
It is not always easy to incorporate ERP in an organization. ERP suffers from the following
drawbacks −
• Sometimes business processes critical to an organization are to be re-engineered to align
them with an ERP solution.
• Cost of complex integration can be very high.
• Switching from one ERP solution to another increases the implementation cost even further.
• End-users are to be trained for their daily operations.
• Customization is not preferred.
ERP Packages
Many companies develop and implement various ERP packages according to their budget and
requirements to help them meet their business needs and run their business efficiently.
The following link takes you to a page from Wikipedia where you can find a list of almost all the
ERP packages designed worldwide.
http://en.wikipedia.org/wiki/List_of_ERP_software_packages

SAP - Modules
SAP solutions include a number of functional modules, which support transactions to execute key
business processes, such as −

• Financial Accounting (FI)

• Financial Supply Chain Management (FSCM)
• Controlling (CO)
• Materials Management (MM)
• Sales and Distribution (SD)
• Logistics Execution (LE)
• Production Planning (PP)
• Quality Management (QM)
• Plant Maintenance (PM)
• Project System (PS)
• Human Resources (HR)

Finance and Controlling (FICO)

SAP FICO is a combination of two ERP modules, i.e., Finance Accounting (FI) and Controlling
(CO). Under Finance in SAP and at an enterprise level, the following modules take part −

• FI − Finance
 • CO − Controlling
• IM − Investment Management
• TR − Treasury
• EC − Enterprise Controlling
SAP FI (Financial Accounting) is accountable for tracking the flow of financial data across the
organization in a controlled manner and integrating all the information for effective strategic
decision-making.

Activities Involved in SAP FI

• Creation of Organizational Structure (Defining Company, Company Codes, business Areas,
Functional Areas, Credit Control, Assignment of Company Codes to Credit Controls)
• Financial Accounting Global Settings (Maintenance of Fiscal Year, Posting Periods, defining
Document types, posting keys, Number ranges for documents)
• General Ledger Accounting (Creation of Chart of Accounts, Account groups, defining data
transfer rules, creation of General Ledger Account)
• Tax Configuration & Creation and Maintenance of House of Banks
• Account Payables (Creation of Vendor Master data and vendor-related finance attributes like
account groups and payment terms)
• Account Receivables (Creation of Customer Master data and customer-related finance
attributes like account groups and payment terms
• Asset Accounting
• Integration with SD and MM
SAP CO (Controlling) module facilitates coordinating, monitoring, and optimizing all the processes
in an organization. It controls the business flow in an organization. This module helps in analyzing
the actual figures with the planned data and in planning business strategies.
Two kinds of elements are managed in CO −

• Cost elements
• Revenue elements
These elements are stored in the FI module.

Activities Involved in SAP CO

• Cost Element Accounting (Overview of the costs and revenues that occur in an organization)
• Cost Center Accounting
• Activity-Based-Accounting (Analyzes cross-departmental business processes)
• Internal Orders
• Product Cost Controlling (Calculates the costs that occur during the manufacture of a product
or provision of a service)
• Profitability Analysis (Analyzes the profit or loss of an organization by individual market
segments)
• Profit Center Accounting (Evaluates the profit or loss of individual, independent areas within
an organization)
Sales & Distribution Management (SD)
SAP SD is one of the most important modules in SAP. It has a high level of integration complexity.
SAP SD is used by organizations to support sales and distribution activities of products and
services, starting from enquiry to order and then ending with delivery.
SAP SD can monitor a plethora of activities that take place in an organization such as products
enquires, quotation (pre-sales activities), placing order, pricing, scheduling deliveries (sales
activity), picking, packing, goods issue, shipment of products to customers, delivery of products
and billings.
In all these processes, multiple modules are involved such as FI (Finance Accounting), CO
(Controlling), MM (Material Management), PP (Production Planning), LE (Logistics Execution), etc.,
which shows the complexity of the integration involved.

Activities Involved in SAP SD

• Setting up Organization Structure (creation of new company, company codes, sales
organization, distribution channels, divisions, business area, plants, sales area, maintaining
sales offices, storage location)
• Assigning Organizational Units (Assignment of individual components created in the above
activities with each other according to design like company code to company, sales
organization to company code, distribution channel to sales organization, etc.)
• Defining Pricing Components (Defining condition tables, condition types, condition
sequences)
• Setting up sales document types, billing types, and tax-related components
• Setting up Customer master data records and configuration

Material Management (MM)

Material Management deals with movement of materials via other modules like logistics, supply
chain management, sales and delivery, warehouse management, production and planning.
Logistic Execution (LE)
Logistic Execution can be divided into two sub-modules, i.e., shipment of goods (purchase to
procurement process) and warehouse management (storage of goods). These two modules are
integrated with sale and distribution, material management, and production and planning.

Supplier Relationship Management (SRM)

As the name SRM suggests, this module deals with the effective and efficient transition of products
and services between an organization and its suppliers. The main process covered in this section
is procurement of products like direct materials, indirect materials, and services. This module can
effectively integrate with planning, accounting, and inventory system.
End-to-End Procurement Cycle
Procurement process with SAP Enterprise Buyer comprises of the following major steps −

• Shopping Carts
• Approval of Shopping Cart
• Sourcing of Requirements
• Purchase Orders
• Purchase Order Approval
• Confirm Goods/Services
• Confirmation Approval
• Process Invoice
• Invoice Approval

Customer Relationship Management (CRM)

CRM deals with end-to-end customer related processes. CRM is designed to centralize the data
related to all the customers associated with an organization. It helps an organization −
• Maintain its sales, services, and build marketing strategies according the market demand
and customer data analysis.
• Remain focused on its customers and via information analysis, help the business to know
more about its customers.
• Improve sales and services and building better relationships with customers.
Human Resource (HR)
The most important objective of master data administration in Human Resources is to enter
employee-related data for administrative, time-recording, and payroll purposes.
A new employee can be hired without using Recruitment. Instead you can hire someone by running
a personnel action in Personnel Administration, thereby creating the necessary data for the
employee to be hired.
Employee data must be kept current. After an employee is hired, circumstances can always arise
which necessitate either the entry of new data or the correction of current data. For instance −
• An employee moves to his or her new address must be stored in the system.
• An employee gets a pay hike at the start of the year. The new salary must be stored for the
relevant date.
• An employee changes jobs within the organization. His or her organizational assignment,
working time, and salary also change.
• Data can be stored for the past, present, or future.
Note − Entering payroll-relevant data in the past triggers retroactive accounting.
The HR module is comprised of major areas of functionality known as sub-modules. The HR
module is a true demonstration of the strength of the SAP product in Enterprise Resource Planning.
The HR system has very strong integration points (where data is passed back and forth without
human intervention) with just about all of the other SAP modules. In addition, there is very tight
integration amongst the HR sub-modules.
The above illustration highlights some of the basic SAP HR terms as listed below.

• Business trip management

• Recruitment
• Payroll
• Personal development
• Organizational Management
• Time Management
• Workforce Planning
• ESS
• MSS
• Training and event management
• CATS
• Benefits
• Compensation management
• Personal Administration

SAP - Architecture & Installation SAP GUI

This chapter throws light on the architecture of R/3 and explains how to install the SAP GUI on your
system.

SAP : Three-Tier Architecture

With SAP R/3, SAP ushers in a new generation of enterprise software — from mainframe
computing (client-server architecture) to the three-tier architecture of database, application, and
user interface.
Three-Tier Architecture of SAP R/3

Presentation Servers

Presentation servers contain systems capable of providing a graphical interface.

• Presentation Layer is also known as client Layer

• Presentation Layer is a user interaction
• In SAP-User interaction purpose we use GUI
• GUI stands for Graphical user interface
• Example − Desktop, Mobile Devices, laptops

Application Servers

Application servers include specialized systems with multiple CPUs and a vast amount of RAM.
• Application Layer is also known as Kernel Layer and Basic Layer.
• SAP application programs are executed in Application Layer.
• Application Layer serves as a purpose of a communicator between Presentation and
Database Layer.
• Application server is where the dispatcher distributes the work load to the different work
processes makes the job done.
Database Servers

Database servers contain specialized systems with fast and large hard-drives.

• Database layer stores the data

• Data store can be Business data, SAP system data, SAP tables, Programs.
• Examples − Oracle, Microsoft SQL Server, IBM DB/2, Siebel, Sybase, etc.

Three-Tier Architecture

What is a Client?
A client is a logical portion of an SAP R/3 physical database. From a business standpoint, a client
can be interpreted as a logical group of companies.
Points to Remember −

• All customizing (configuration) and development (ABAP) work in SAP R/3 is performed in a
client.
• However, the data from both customizing and development work may be stored within an
individual client (client dependent data) or among all clients (client independent data) in the
system.

Client-Dependent vs. Client-Independent

The data in each client may be separate from that of the other clients. There are basically two types
of data in an SAP R/3 system − Client-dependent and Client-independent data.
• Client-dependent data is defined as data specific to an individual client. Examples of client-
dependent data include number ranges, ABAP variants, and user masters as well as the
data that is created or updated through SAP R/3 transactions.
• Client-independent data can be defined as data contained across all clients in the system.
Examples of client-independent data include data dictionary objects (tables, views), ABAP
source code, screens, and menus.

• Data resides in tables. To determine if a particular table is client-dependent or client-

independent, the table structure needs to be reviewed. The table structure can be viewed
by the data dictionary (SE11). If MANDT (client in German) is the first key field of the table,
then the table is client-dependent; otherwise, the table is client-independent.
• For example, the TSTC table is client-independent; however, the USR01 table is client-
dependent.
SAP R/3 Delivered Clients
Every SAP R/3 system contains the three clients 000, 001, and 066. Let’s review these clients and
examine what they contain.
These clients provide different features and must not be deleted.
• Client 000 performs special functions. In particular, it is given extended functionality during
upgrades.
• Client 001 is basically a copy of 000 and can be used as a basis for a new customizing
client.
• Client 066 is a special client which is provided for operational system monitoring. It is used
by SAP R/3’s Early Watch Service to provide performance recommendations.

In releases prior to 3.0, client 000 contained a model company. As of Release 4.0 clients, 000 and
001 are identical. Client 000 no longer contains a model company. Either client can be used as the
basis for configuration through a client copy. Typically, most projects start with a copy of client 000
to begin building configuration. Customer work should never take place in the three delivered
clients.

Minimum System Requirements

To install the latest SAP GUI 730 version, MSU machines must meet the following minimum system
requirements −
• Windows-based PC running Windows 7, Vista, or Windows XP with Service Pack 3
• Apple Mac with Virtual Machine software (VMWare, Fusion, Parallels) running Windows 7,
Vista, or XP (Service Pack 3)
System Memory (RAM)
• Windows XP − Minimum of 1 GB; 2 GB recommended
• Windows 7 − Minimum of 2 GB; 4 GB recommended
• Mac with Virtual Windows Environment − Minimum of 2 GB; 4 GB recommended
Disk Space
• 145 MB of available disk space for the SAP GUI installer program
 • 250 MB of available disk space for the fully-installed application

Required Software Downloads

• Download Java Platform, Enterprise Edition 7 SDK License Agreement
• SAP GUI 7.30
• SAP IDES 4.7 Installation files
• MS Loopback Network Adaptor

Preliminary Installation Activities

Increase Virtual Memory

My computer (Right click) → Properties → Advanced System settings → Performance → Setting

→ Advanced → Virtual Memory → Change
The following screenshot shows the steps.

SAP - Net Weaver

NetWeaver is a combination of the underlying SAP Kernel (also known as the SAP OS layer,
basically the WEB AS) and any SAP software tool for business enablement.

NetWeaver at a Glance
SAP NetWeaver describes all the software and services used for 'Business Enablement'. The SAP
Business suite, such as ECC or SRM, contains the software components for that specific business
solution.
• SAP NetWeaver is an open technology platform that offers a comprehensive set of
technologies for running mission-critical business applications and integrating people,
processes, and information.
• SAP NetWeaver is a web-based, open integration, application platform that serves as the
foundation for enterprise service-oriented architecture (enterprise SOA) and allows the
integration and alignment of people, information, and business processes across business
and technology boundaries.
• It utilizes open standards to enable integration with information and applications from almost
any source or technology.
• SAP NetWeaver is the foundation of SAP Business Suite and SAP Business by Design. It
also powers partner solutions and customer custom-built applications.

SAP NetWeaver Components

SAP NetWeaver includes a comprehensive set of components, applications, and tools.

SAP NetWeaver Application Server

It supports platform-independent web services, business applications, and standards-based

development, enabling you to leverage existing technology assets for Web-services-oriented
solutions.

SAP NetWeaver Business Warehouse

It enables you to integrate data from across the enterprise and transform it into practical, timely
business information to drive sound decision making.

SAP NetWeaver Gateway

It enables developers to create applications that link business users to SAP software from any
environment and through any device.

SAP NetWeaver Master Data Management

It ensures cross-system data consistency and helps integrate business processes across the
extended value chain.
SAP NetWeaver Process Orchestration

It helps improve processes, from simple workflows to integrated processes that span applications
and organizational boundaries. It includes capabilities for business process management, business
rules management, and process integration.

SAP NetWeaver Portal

It unifies critical information and applications to give users role-based views that span the
enterprise, enabling you to take full advantage of your information resources.

SAP Auto-ID Infrastructure

It gives you all the capabilities you need to integrate all automated sensing devices including RFID
readers and printers, Bluetooth devices, embedded systems, and barcode devices.

SAP NetWeaver Identity Management

It addresses access and provisioning issues facing a typical enterprise. It creates a new opportunity
for integrating business processes, and helps you to integrate systems in a heterogeneous IT
environment.

SAP NetWeaver Information Lifecycle Management

It allows you to archive data in a readily accessible format according to regulatory retention rules
that you define.

SAP NetWeaver Tools

SAP NetWeaver includes the following tools −

Adaptive Computing Controller

It provides a central point of control for assigning computing resources and optimizing their use.

SAP NetWeaver Composition Environment

It provides a robust environment for design, deployment, and running of composite applications
that comply with a service-oriented architecture.

SAP NetWeaver Developer Studio

It offers a convenient user interface and rich functionality for developing J2EE applications.

SAP NetWeaver Visual Composer

It simplifies the creation of portal content and analytics applications, enabling business analysts to
build or customize applications using a visual user interface rather than manual coding.

SAP Solution Manager

It facilitates technical support for distributed systems with functionality that covers all key aspects
of solution deployment, operation, and continuous improvement.
SAP NetWeaver Applications
SAP NetWeaver includes the following applications −

SAP NetWeaver Enterprise Search

It provides a simple and secure gateway to enterprise objects and transactions.

SAP NetWeaver Single Sign-On

It offers a comprehensive single sign-on solution, enabling reuse of a person's initial authentication
for subsequent log-ins to all applications.

SAP - Logging On To An SAP System

In this chapter, we will go through following topics −

• SAP logon
• Adding a new application server
• Logging In and Out of SAP
• Creating a new password or changing an old password

SAP Logon
SAP logon is used to create icons to logon to SAP R/3. However, the icons created with SAP logon
are not placed in the SAP R/3 Windows group; they are instead shown via the SAP logon menu.
The SAP logon pad is available once the SAP GUI is installed at the workstation.
SAP Logon Icon

SAP logon Pad

 • The SAP logon menu can be thought of as a one-stop shopping store, where end-users can
choose from logon icons, logon groups, or create new logon icons.
• Logon icons will log a user onto one specific application server. A logon group will log the
user onto one of several applications servers depending on which one has the best
performance statistics.

Adding a New SAP Application Server

To create a shortcut for connecting to a new SAP application server, follow the procedure below −
• Click on the shortcut icon SAP Logon from the desktop and the Logon pad will open as
shown in the following screenshot. Click the ‘New’ button.
• Click on the “Next” button as shown here.

• Fill in the following details in the “System Entry Properties” screen.

• Description − Provide a meaningful short text for identifying the server. The server will be
available in the SAP Logon pad with this name.
• Application server − Provide the IP/Address of the application server, provided by the basis
administrator.
• System number and System ID − Give the system number provided by the basis
administrator. It should be kept as 00, if nothing is specified.
• SAP router string − Provide the SAP Router String, if provided by the basis administrator.
Sometimes it may be left blank.

• Click on Finish to complete the configuration. The newly created SAP application server will
now be available in the SAP logon pad.
Logging onto SAP R/3
SAP Logon pad is used to configure the SAP server. The SAP GUI is used to connect the computer
to the SAP system.

SAP GUI Types

A SAP GUI can be of the following three categories −

• SAP GUI for Windows environment

• SAP GUI for Java environment
• SAP GUI for HTML
Follow the procedure given below to log onto the SAP server −
• Launch the SAP logon pad.
• Double-click on the Application Server (which you need to connect), from the SAP logon pad.
The SAP logon screen appears.
• On the SAP logon screen,
o The value of the default client appears automatically. If you want to logon to a different
client, then change it with the new client number.
o Next, enter the User ID and password assigned to you.

o Enter ‘EN’ in language to logon to English settings. Generally the language is

defaulted to ‘EN’ or any other language depending on the country/users and installed
languages. So, for English as the logon language, you need not have to enter it in the
SAP logon screen, as it takes its values from the default settings.
o After filling up the four fields, press the Enter button to logon to the SAP system.

NOTE − During the first logon to the system with your ID, you will be prompted to change your
initial password.
Creating a New Password
To change your password, click the “New Password” button and set the password.
• Select a new password and then confirm it by typing it again. The asterisk will remain in the
password field.

• Click on the icon once you are satisfied with your password selection.
First Logon to SAP
The following screen appears once you log in. The screen has many standard screen attributes
and navigation options to different application. We will discuss all these in subsequent chapters.

Logging Off from SAP

• Click on System (from Menu Bar) and choose “Logoff”.
 • You can also logoff by clicking the button at the upper-right corner of the screen.
When you log off, a message pops up stating, “Unsaved data will be lost. Do you want to log off?”
Click “Yes” if you have already safely posted (or saved) the transactions you were working on.

SAP - Personalizing The SAP Window

In this chapter, we will check how to customize the SAP layout based on user preferences and
local requirements. You can customize the following settings based on our preference −
• Visual Settings like SAP Theme, Color, Fonts and size, etc.
• Interaction Design like Keyboard settings, Sound and Control setting, etc.
In addition, you can customize various other attributes which will directly affect your interaction with
SAP.
The Layout Customize option can be accessed either through the application toolbar or through
the SAP logon pad.

Customizing through the Application Toolbar

Click the “Customize Local Layout” Button on the application toolbar, a drop-down menu will
open. Click the menu “Options”, it will take you to the Local layout optimization screen.
On the SAP GUI, you can make the following adjustments −

• Options
• New Visual Design
• General Settings under Customizing Local Layout
• Other General Settings under Customizing Local Layout
• Internationalization Settings under Customizing Local Layout
• Switching the Visual Design

Customizing through the Logon Pad

You can customize the Local Layout by accessing the option from the SAP Logon Pad. Click the
Icon at the extreme top left-hand side corner. A drop-down menu will appear. Select “Options”
from the menu item and it will take you to the SAP GUI customization screen shown in the next
screenshot.
[Note − Client-specific settings are not supported by this SAP system and change takes effect for
new sessions.]

SAP - End User Customization

This chapter explains how to modify the user parameters such as personal data to communication
data, time zone, date and time field format, attributes for printing, etc.

Maintain User Profile

Click “System” on the menu bar. Select “User Profile” → “Own Data” as specified in the following
screenshot.

The following screen appears with options to change the following properties −

• Date format
• Decimal Notation
• Logon Language − Use this option if we want to open SAP in a different language other
than English
• Time zone
• Spool control − This option will setup the default printer on which your documents will be
printed until and unless the printer is changed at runtime or programmatically.
These options are already defaulted by SAP which the users can customize as per their preference.
In addition, SAP also provides options to change your Personal Information such as first name, last
name, email id, and mobile number of the specified user ID. These fields can be maintained in the
Address tab.
 SAP - Navigating In The SAP Window
This chapter explains basic SAP navigations including the screens, menus, transaction codes, and
buttons that you will use frequently. The first step to learn SAP is to become familiar with SAP
navigation.
Standard Toolbar
Standard Toolbar is located second from the top and directly below the Menu bar. It contains
Command field/Bar and other Standard Toolbar buttons.
Standard toolbar buttons provide quick access to SAP functions as specified below.

ICON Descriptions ICON Descriptions

Enter/Continue Help

Save Customize local layout

Back Find

Exit system task Advanced Search

Cancel First page

Print Previous page

Create new session Next page

Create Shortcut Last page

Note − Toolbar button is gray; it is not available for use on that particular screen.

Command Field
Command field is used to enter the Transaction codes that direct to a system task or application
without using Menu paths. Command field can be opened and closed by using the icon on the right
of the Command Bar i.e.
You can execute the following commands in this field with Enter −
• To call a transaction in the same session (window)
Enter − /nxxxx (xxxx = transaction code)
• To call a transaction in the same session (window), whereby the initial screen is skipped
Enter − /*xxxx (xxxx = transaction code)
• To call a transaction in an additional session
Enter − /oxxxx (xxxx = transaction code)
 • To end the current transaction
Enter − /n
Caution − Unsaved changes are lost without warning
• To delete the current session
Enter − /i
• To generate a session list
Enter − /o
• To end the current transaction and return to the starting menu
Enter − /ns000
• To log off from the system
Enter − /nend
• To log off from the system without a confirmation prompt
Enter − /nex
Caution − Changes that were not saved are lost without warning.

Title Bar
In between the Standard Toolbar and the Application Toolbar lies the Title Bar. It is used to display
the name of the screen or application you are accessing. Title Bar is dynamic and changes from
application to application.

Application Toolbar
The Application Toolbar is located directly below the screen title. It contains buttons that duplicate
functions available from the menu bar, but provides quicker access to some of the most commonly
used functions for the current screen and system task.
The buttons available in the Application Toolbar changes from application to application as per the
design. So they are not constant.
As highlighted in the following screenshot, the buttons Help and Layout Menu are always available
on every screen in the Application Toolbar.

Status Bar
The Status Bar is located at the bottom of the SAP screen. It displays important system messages
such as errors and completion of transactions. It also displays other session information such as:

• System − Server in which you have logged in (in Screenshot: AU1)

• Client − The client database you are accessing (in Screenshot: 130)
• User − User ID with which you have logged in (in Screenshot: SWIN1-83)
Of the five types of messages, only three are displayed in the Status Bar.

Success Message

Error Message

Warning Message

Menu Bar
Once you have logged onto the application, the initial menu screen appears. All the menus are
displayed in the menu bar. The menus that appear in the menu bar vary according to the task you
are doing in the R/3 System. Therefore, you will see different menus as you work on different tasks.
System and Help menus are always available on every screen in the R/3 system −

• System Menu − It contains functions that affect the system as a whole, such as Create
Session, End Session, User Profile, or Log Off options.
• Help Menu − It contains functions for accessing various forms of online support.
Note − In order to determine what function an icon represents on the toolbar, place the cursor on
the icon (if it is enabled) and a floating box will appear with text and a unique Function key used to
identify the icon.

Navigation Area
Navigation Area is referred as the area in the SAP menu where User Menu and Favorites folders
and their subfolders are located. Under Navigation Area, you will find three folders: Favorites, User
Menu, and SAP Menu.

• Favorites ( ) Favorites are created by the users according to their preferences. All the
transaction codes which the users have access to and used in regular day-to-day activities
are usually added to this folder.
 • SAP User Menu ( ) Content or the transaction codes in this menu are derived according
to the roles and authorization given to a particular user. All the transaction codes specified
in a particular role given to a user will appear in the User Menu.

• SAP Standard Menu ( ) This is a standard SAP menu derived via roles and
authorizations.

SAP - Programming Language(ABAP)

This chapter provides an overview of ABAP − the programming language used in SAP for
developing business application support and development.

ABAP (Advanced Business Application Programming)

ABAP is a programming language that runs in the SAP ABAP runtime environment, created and
used by SAP for the development of application programs including −

• Reports
• Module Pool Programming
• Interfaces
• Forms
• Data conversions
• User Exits & BADI
All of R/3’s applications and even parts of its basis system were developed in ABAP.
ABAP is an event-driven programming language. User actions and system events control the
execution of an application.
ABAP is also called ABAP/4. The “4” in ABAP/4 stands for “Fourth Generation Language” or 4GL.

ABAP Workbench
The ABAP Workbench is used by SAP for the development of standard and custom application
software. The ABAP Workbench is also used to create dictionary objects. It consists of the following
components −
• ABAP Editor is used to maintain programs.
• ABAP Dictionary is used to maintain Dictionary objects.
• Repository Browser is used to display a hierarchical structure of the components in a
package.
• Menu Painter is used to develop graphical user interfaces including menu bars and toolbars.
• Screen Painter is used to maintain screen components for online programs.
• Repository Information System contains information about development and runtime
objects, such as data models, dictionary types and table structures, programs, and functions.
• Test and Analysis Tools, such as the Syntax Check and the Debugger.
• Function Builder, which allows to create and maintain function groups and function
modules.
• Data Modeler, a tool which supports graphical modeling.
 • Workbench Organizer, which maintains multiple development projects and manages their
distribution.

Note − The ABAP Workbench used to be known as the ABAP/4 Development Workbench.

Reporting
Report programs produce lists and can be divided into classical reports and interactive reports.
• Classical reports do not allow interaction by the user; therefore, the basic list contains
extensive information that the user must often sort through to find relevant data.
• Interactive reports allow interaction by the user; therefore, the user can produce secondary,
detailed lists of the basic list by choosing the relevant data and requesting more information.
• SAP Query or Ad-hoc Query or InfoSet Query is a tool that allows the end-user to design
different queries based on different input and output parameters in the SAP system
according to the requirement. This is one of the reporting tools majorly used in the HR
Module to pull data from relational databases. InfoSet Query is suitable for reporting in all
areas of the SAP R/3 system.
Ad-Hoc query provides three different kinds of reports −
• Basic List − Simple reports.
• Statistics − Reports with statistical functions such as average, percentage, etc.
• Ranked List − For analytical reports.
Transaction code used to access ad-hoc Queries −
• SQ01 − Maintain Queries
• SQ02 − Display InfoSet
• SQ03 − Maintain User Groups

Data Entry
The SAP database has to be filled before the end-users can start working over the business
process for analyzing and reporting purpose. Various methods are used to transfer data into the
system at various stages depending upon the complexity and data volume to be transferred.
Data can be transferred from SAP to SAP or SAP to non-SAP systems (legacy system). Data can
also be transferred through manual entries. The tools used for data transfer are as follows −

• BDC (Batch Data Communication)

 • IDOC (Intermediate Document)
• LSMW (Legacy System Migration Workbench)
• Interfaces through upload of .txt or Excel files holding data
• Manual data entry using transaction codes

Printing
SAP generates a variety of documents such as purchase orders, sales orders, invoices, pay-slips,
etc. You can take a print of these documents whenever required. The following illustration shows
how the printing process works in a SAP system.
Different kinds of print methods are needed in a SAP system, such as −

• Local printing
• Remote printing (network)
• Front-end printing (SAP GUI for Windows)
• Front-end printing (SAP GUI for HTML)

After the user triggers the print process, the print requests are sent to the spool server, which
contains the dialog and spool work processes required for the processing.

General Programming
Programs can be written interactively using the capabilities of the R/3 system. Programs can be
executed both online and in the background. Background jobs can also be scheduled to run at
specific intervals.
 • Module pool programming (or online programming) involves the creation of a module pool (a
collection of ABAP modules) and one or more screens. The modules are called by the screen
processor during program execution.
• Batch input processing is used to ensure the safe transfer of data into the SAP system. This
process is an automatic, protected data transfer to the SAP system which uses SAP
transactions to validate data as it populates the SAP database.
• ABAP contains statements that conform to CPI-C standards (Common Program Interface -
Communications). These are used for programming communications programs.
• ABAP can read and write sequential datasets.

SAP - Security
There are three points to look after in order to ensure security −
• Confidentiality − Unauthorized disclosure of data
• Integrity − Unauthorized modification of data
• Availability − Denial of service (a lack of availability of computing resources)
In SAP runtime environment, both application security and unauthorized system access to SAP
have to be controlled. The user accounts defined for users in the SAP runtime environment are
secured by roles that grant authorizations to them. SAP authorizations control access to
transactions (Business Process Activities), or what can be performed within a specific business
process step by −

• Keeping unauthorized persons out of the system

• Keeping people out of places where they should not be
• Safeguarding the data from damage or loss

Safeguards
In order to avoid threats, a sound and robust system implements safeguards such as access
control, firewall, encryption, O/S hardening, digital certificate, security monitor, and antivirus.
Classification of Security
Security can be classified into three different categories −

• Organizational Security − Related to organization

• Physical − Related to the physical assets
• Technical − Related to technical threats. This is again dived into four types −
o Program-level security
o O/S-level security
o Database security
o Network security

Different Layers of Security

We can help multiple layers of security in a SAP R/3 system.
• Authentication − Only legitimate users should be able to access the system.
• Authorization − Users should only be able to perform their designated tasks.
• Integrity − Data integrity needs to be granted at all time.
• Privacy − Protection of data against unauthorized access.
• Obligation − Ensuring liability and legal obligation towards stakeholders and shareholders
including validation.

SAP - Basis
This chapter explains the following topics −

• the role of a BASIS Administrator,

• tasks related to SAP BASIS Administration, and
• categorization of SAP Administrative tasks.
We can subdivide the roles of a SAP BASIS Consultant into the following categories −

Server Administrator

• Interface Analyst
• Solution Specialist
• System Architect

Network Administrator

• Transport Administrator
• Batch Administrator

Database Administrator

• Security Specialist
• ABAP Specialist
• DDIC Manager

OS Administrator
 • SAP DBA
• System Administrator

Roles of a SAP BASIS Consultant

The following illustration depicts the typical roles performed by a SAP BASIS Consultant −

Tasks Performed under Different Roles

We can further categorize the tasks performed under different roles −

System Architect

• Sizing SAP systems

• Design SAP landscape

Transport Administrator

• Change control across SAP landscape

Batch Administrator

• Create and manage batch jobs across landscape

Security Specialist

• Design, monitor, and manage access to SAP landscape

ABAP Specialist

• Troubleshoot and tune ABAP programs

 • Apply correction to program

DDIC Manager

• Manage changes to SAP data dictionary

SAP DBA

• Manage integrity of SAP database objects

• Manage backups and restore

System Administrator

• Maintain system health

• Monitor and tune system performance

Interface Analyst

• Analyze and Monitor

• Interfaces within SAP landscape

Solutions Specialist

• Installation of AP / Add-On
• Migrate OS / DB
• Upgrade SAP version
• Archiving of SAP Data

SAP BASIS Administration Tasks

SAP BASIS administration tasks can be further categorized as follows −

SAP Administration

• Starting and stopping SAP instance(s)

• User administration – setup and maintenance
• Authorization / Role / Profiles – setup and maintenance
• Setup SAP security
• Maintenance of system’s health
• Monitor system performance and logs
• Spool and print administration
• Maintain system landscape
• Transport management systems
• Manage change requests
• Create / Manage batch jobs
• Backup schedule, run, and monitor backup of SAP
• Apply patches, kernel, and OSS notes

Database Administration
 • Database Space Management
• Database Backup
• Database Recovery
• Database log (Redo log, Archive Log) management
• Database Performance Tunings

Operation System Administration

• Operation system security

• Operation system performance tuning
• OS space management
• OS level background job management
• OS level backup and recovery

Overall System Monitoring

• Monitoring R/3 servers and instances

• Monitoring users and authorizations
• Monitoring security part
• Monitoring workload analysis
• Monitoring processes
• Monitoring buffers
• Monitoring operating system
• Monitoring database
• Monitoring backups

SAP Administrator's Frequently Used Transactions

• SM04/AL08 − User List
• SM51 − Display Application Server
• SM37 − Background Job Overview
• SM50/SM66 − Manage Work Processes
• SM12 − Mange Lock Entries
• PFCG − Maintain Roles
• SM13 − Manage Update Records
• SM21 − Analyze System Log
• SM02 − Send System Messages

SAP - Transaction Codes

Transaction codes are used in SAP for getting an easy access to custom applications or to call
predefined processes. Transaction codes are a kind of shortcuts for different applications. Various
categories of transaction codes are defined according to application area and modules. Some
common and most widely used transaction codes are defined below.

ABAP / Tables / Data Dictionary

 • SE11 − Dictionary definitions
• SE14 − Database utility
• SE16 − Data Browser (display only)
• SE16n − Modify: “&sap_edit” (uase16n)
• SD11 − Data model
• SM30/SM31 − SAP Table view maintenance
• SE54 (SOBJ) − Table / View Cluster
• SE37 − Function module editor
• SE38 / SE39 - Program editor / split screen
• SA38 − Program execution
• SE80 − ABAP development workbench
• SE84 − Object navigator
• SE18 − BAdI definitions
• SE19 − BAdI implementations
• SE24 − Class builder
• SWO1/2 − Business object builder / browser
• SMARTFORMS − Smart forms administration
• SE71 − SAP script (Form painter)
• SE43 − Area menu maintenance
• SE91 − Message maintenance
• SE93 − Transaction maintenance

Runtime / Logs / Database

• SM21 − System log sm13 Update requests
• ST22 − ABAP Runtime Error (Dump)
• SM12 − Table look entries
• SM56 − Number range buffers
• SNRO − Number ranges
• SE30 − Runtime analysis
• ST01 − System trace
• ST05 − SQL Trace
• DB02, ST04 − Database tools / performance
• ST02, ST06 − Database tune summary
• SCU3 − Table logging (see V_DDAT_54)

Jobs / Batches / Events

• SM36 − Job definition
 • SM37 /SMX − Job overview
• SM50 − Process overview
• SM34 − View cluster maintenance
• SM49/SM69 − External commands
• SM66 − Process overview
• SM62/SM64 − Event overview / administration
• STVARV(C) − Selection fields variables

User Administration
• SM04 − User overview
• SU53 − Check authorization data for user
• SUIM − User information / authorization
• SU20 / SU21 − Authorization object and class / field
• SU01 − User maintenance PFCG roles
• SU03 − Authorization Archive Development Kit (ADK)

Batch Input
• SM35 − Batch Input: session overview
• SHDB − Batch input recorder

Paths & Connections

• AL11 − SAP file directory
• FILE − Logical file path
• SM58 − Transactional RFC
• SM59 − RFC connections

Spool (Print Output)

• SP01 − Spool request selection
• SP02 − List of own spool requests
• SPAD − Spool administration

SAP - Project Lifecycle

In this chapter, we will understand the different phases of a SAP Project Lifecycle. A SAP project
lifecycle consists of various stages, starting from evaluation to the project’s subsequent support.

SAP Project Lifecycle

Stages of SAP Project Lifecycle
A typical SAP project undergoes the following stages in its lifecycle −

Evaluation

Evaluation may be a decision to choose between different software vendors or selection of products
from a single vendor.

Project Preparation

Since a SAP implementation intends to map the organization processes to the ones defined by
SAP, the implementation needs to have on-board people with complete knowledge of the
organization business processes. The project preparation phase, amongst other things, aims to
identify this team.

Business Blueprint

A business blueprint includes what modules of a SAP product would be used and the mapping of
the existing business processes to the processes provided by SAP.

Realization

The actual work of customizing the SAP software to be in sync with the organizations business
processes is done in this phase. It includes customization of existing SAP package and solution
along with the development of new objects based on requirement.
Testing

The changes made in the realization phase need to be tested in isolation as well as in a
consolidated manner using real-time data. This is done in the testing phase.

Final Preparation

The production system is prepared using the changes from the realization and testing phases.
Certain activities need to be done directly in the production system as well. These activities take
place during the final preparation phase.

Go-live

In this stage, the final product is released to the end-users. The go-live may be done in a Big Bang
(all modules at one go) or in a phase-by-phase manner.

Sustain / Support

The project now moves into the “sustain and support” phase where the end-users’ issues would be
resolved and ongoing maintenance of the system would be taken care of.