1_Introduction

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Contents

1. Topics Covered ...................................................................................................3

2. SAP GUI................................................................................................................4

3. Getting Started with SAP ..................................................................................4

3.1. Logging on to SAP system.......................................................................................... 4
3.1.1. Definition ............................................................................................................... 4
3.1.2. Business Purpose / Use......................................................................................... 4
3.1.3. Configuration / Usage considerations..................................................................... 4
3.1.4. Demonstration ....................................................................................................... 6
3.1.5. Self Assessment Test ............................................................................................ 7
3.1.6. Tasks .................................................................................................................... 7

3.2. Navigation & Personalization options in the SAP Window ........................................ 8

3.2.1. Definition ............................................................................................................... 8
3.2.2. Business Purpose / Use......................................................................................... 8
3.2.3. Demonstration ......................................................................................................11
3.2.4. Self Assessment test ............................................................................................13
3.2.5. Tasks ...................................................................................................................13

3.3. Help features in SAP.................................................................................................. 14

3.3.1. Definition ..............................................................................................................14
3.3.2. Business Purpose / Use........................................................................................14
3.3.3. Demonstration ......................................................................................................15
3.3.4. Self Assessment Test .......................................................................................... 17
3.3.5. Tasks .................................................................................................................. 17

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 Course Overview
This training document covers the aspect of getting started with SAP.

1. Topics Covered
After the completion of this training, the participants would be able to log on and navigate through
the SAP screens and obtain an understanding of the basic features in the SAP window as well as
personalization options available therein.

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 Lesson 1

2. SAP GUI
Following aspects would be explained in this document:

v Logging on to SAP system

v Navigation & Personalization options in the SAP Window

v Help features in SAP

3. Getting Started with SAP

3.1. Logging on to SAP system
Logging on is the pre-requisite for carrying out operations / transactions in the SAP system.
Identification and Authentication is enforced through logon, wherein responsibility can be fixed for
actions in the system.

3.1.1. Definition
Identification and Authentication of a particular individual for access to the information contained
in an SAP system is referred to as Log-on.

3.1.2. Business Purpose / Use

In order to use the system efficiently and effectively, one need to be fairly familiar with the SAP
screens, menus, navigation methods and defining personal settings based on individual
requirements.

Business Scenario

A maximum number of 6 sessions per user-id login can be opened at a time.

3.1.3. Configuration / Usage considerations

SAP GUI Logon is used for gaining access into an SAP system
An initial password as provided by the system administrator is used for logging on for the first
time into the SAP system. The system prompts for a change of password at the time of first log-
on and the password rules (alphanumeric, special characters etc…) are governed by the
respective organization’s IT policy.

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SAP GUI LOGON

SAP LOGON SCREEN

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 3.1.4. Demonstration
Demo 1: Logging on to a client

Path Double click on the SAP Logon icon

Transaction Code

Enter the client needed to work

Enter User ID and Password and click “Enter”

Result
The user is now logged on to the particular client of the SAP system.

Demo 2: Creating new sessions

Path Choose System è Create Session

Or
In navigation menu use
Or
Use transaction box and type /o

Transaction Code

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 3.1.5. Self Assessment Test

1. Maximum of 6 logins is possible with the same user-id at the same time
a. True
b. False

2. You can have only one session open.

a. True
b. False

3. Which of the following is not part of the information required to logon to the SAP system?
a. Client
b. User-ID
c. Customization settings

3.1.6. Tasks
1. Log on to the Client ___ of the SAP training system

Field Details to be filled

Client ___
User Name XXXXX
Password XXXXX

Click on “Enter” to log on to the client.

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 3.2. Navigation & Personalization options in the SAP Window
This section will deal with navigating through the SAP system and the options available for
personalizing the system to the users' requirements and/or preferences.

3.2.1. Definition
Navigation is moving through the SAP system between its various screens, finding one's way
around a complex system of menus, options and information.
Personalizing refers to structuring menus / options, arranging required and useful information in
such a way that meets the individual requirements / preferences.

3.2.2. Business Purpose / Use

v SAP Easy Access screen is the system default screen after logging on.
SAP SCREEN LAYOUT
SYSTEM MENU
NAVIGATION
TRANSACTION CODE

TRANSACTION WORK
AREA

STATUS BAR

STATUS BAR

The status bar is used to identify:

o System messages (Error, Warning or Information)

Information, Warning and Error messages arising in the course of processing of transactions /
programs by the SAP system appears in the left-side of the status bar.
While information and warning messages do not have an impact on further processing of
transactions, further processing of the transaction / program is not possible when error messages
arise.

o System and screen information

One can refer the status bar for information such as System, Logged-in client, User-Id,
Transaction code of the current screen, Program behind the current screen / transaction etc…

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STATUS BAR

The standard SAP start menu can be changed by setting any transaction code as the start
transaction code through Extras è Set Start Transaction.

SAP menu is organized based on the tasks performed for each function. Menus are Drop down
and facilitate finding a specific transaction when the transaction code is not known.
In the drop down menu, the transaction codes can also be listed. Choose Extras è Settings.

User menu / Role based menu can also be displayed. While the user menu will list out only those
transactions that the user is authorized to perform, role based menu will list out the transactions
that are categorized under a particular role.

Use navigation menu as below:

Back, Exit & Cancel Customizing Local Layout

A very useful feature in “Customizing Local Layout” option is the Quick cut & paste. The required
texts to be copied just need to be selected with the help of the cursor and can be pasted in the
target area.

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It is possible to add favourites list, based on frequently / significantly used transactions, files and
web addresses. Choose Favorites for more options.

v It is possible to have default data features and other parameters for every user profile.
Choose System è User profile è Own data.

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 3.2.3. Demonstration

Demo 1: Navigating through the sap screens

Menu Path Navigation menu

Transaction Code

Click on to go back, to exit / logoff from SAP and to cancel entering a particular
transaction.

Demo 2: Entering into a transaction screen

Menu Path Navigation menu

Or
Use the SAP menu screen and drill down to the transaction
Or
Add the transaction in Favorites and double click
Transaction Code

Navigation Menu:

Sap Easy Access Menu:

Favorites:

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Demo 3: Setting User Profile

Menu Path System è User profile è Own data

Transaction Code

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 3.2.4. Self Assessment test
1. What menus are standard on all SAP screens?
a. System
b. Help
c. Both A & B
d. None of the above

2. Which of the following provides general information on the SAP system and transaction
or task you are working on?
a. Status Bar
b. Menu Path
c. Role Bar
d. None of the above

3. Favorites list can be created with:

a. Web addresses
b. Transactions
c. Files
d. All of the above

3.2.5. Tasks
1. After log-on in to SAP system, explore the options available in the system menu
and navigation menu. Use transactions and try navigating through the various
screens.
2. Try adding frequently / significantly used and relevant transactions, web links,
addresses, files etc… in favorites. Create as many favorites folders as required
for organizing the transactions, links and files.

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 3.3. Help features in SAP
This section deals with the various types of online help options available in SAP. Two categories
of help are available:
v System level help (Application help, SAP Library, Glossary)
v Field level help (F1, F4)

The SAP system provides comprehensive online help. You can display the help from any screen
in the system. You can always request help using the Help menu or using the relevant icon .

3.3.1. Definition
Help is used for giving assistance, aid, or contributing to the furtherance of knowing about and
getting the details regarding a feature in SAP.

3.3.2. Business Purpose / Use

v Help Menu

The help menu contains the following options:

Application help
Displays comprehensive help for the current application. Selecting this menu option in the initial
screen displays help on getting started with mySAP ERP.

SAP Library
All online documentation can be found here.

Glossary
Allows a search for definitions of terms.

Release Notes
Displays notes that describe functional changes that occur between mySAP
ERP releases.

SAPNet
Enables you to log on to SAPNet.

Feedback
Enables you to send a message to the SAPNet front end, SAP’s service system.

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Settings
Allows you to select settings for help.

v Help on the screen field:

F1 is used for help on fields, menus, functions and messages. F1 help also provides technical
information on the relevant field, including, for example, the parameter ID, which can be used to
assign values to the field.

F4 is used for information on the permissible entries for a field. F4 help can also be accessed for

a selected field using the button immediately to the right of that field - .

If input fields are marked with a small icon with a checkmark, then you can only continue in that
application by entering a permitted value - .

3.3.3. Demonstration

Demo 1: Using the Help option

Menu Path Choose Help

Or
Choose
Transaction Code

Access the Help menu and explore each of the various types of help available.

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Demo 2: Using F1 & F4 Help options

Menu Path Use F1, F4

Transaction Code

v Using F1 for a field will open the help dialog box as below:

Technical information as below

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 v Using F4 for a field will open up the below dialog box - :

3.3.4. Self Assessment Test

1. List three types of online help that are available in the SAP system.

3.3.5. Tasks
1. Explore the help options available and their uses.

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