SAP Basic Navigation Course PDF

Version 1.
SAP Navigation
07/30/03
SAP Basic Navigation Course.PRZ
Version 1.0
Accessing SAP
New users must complete the following steps to begin using SAP:
1. Install the SAP GUI on your workstation. Use the IBM
Standard Software Installer (ISSI) if available.
2. Get an SAP userid and password using local procedures.
3. Customize your SAPlogon pad to add the SAP systems you
will access. Use the icon
added to your desktop when
SAP GUI is installed.
4. Access the SAPlogon pad and select
the system you want:
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Version 1.0
Logging on to SAP
3 - digit client number - usually

a default value on this screen
Unique user ID
Your password
for this system
To move from one
field to another, use
the TAB key, mouse,
or the arrow keys.
Language - defaults to the

value set by the system
administrator
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Version 1.0
Changing Passwords
The first time you log on

with a new ID, a prompt
for a new password
appears.
To change your
password at other times,
complete all required
fields and then click the
NEW PASSWORD
button.
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Standard Screen Features
Screen Title
Command Field
Standard Layout Icon

Toolbar
Application
Toolbar
Status Bar
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Instance
Client
Session
List
icon
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Standard Screen Features

The "white triangle" expands
and collapses the command
field.
The "white triangle" expands

and collapses the system status
information.
The "list" icon provides information about this

session and can be used to determine the
transaction code in effect on this screen
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Standard Toolbar Icons

Enter
Page
Save/Post Print
Up
Bottom
Find
Exit
of List
Next
Back
Cancel
Hint: Click the drop-down arrow
in the command field to display a
command field history.
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Find
Page
Down
Top of
List
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Standard Toolbar Icons
Create a
new
session
Help
icon
Layout
Menu
Create a
shortcut on
the desktop
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Logging off SAP

End Session
Log off Dialogue

screen
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Log Off
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Exercise 1
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Lesson 2
Navigating
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Accessing Transaction Screens

Three ways to display transaction screens:
1. Standard Menus
2. Dynamic Menu
3. Transaction Codes
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Using Menus
Application
(i.e. Sales)
Module (i.e. Sales &
Distribution - SD)
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Menu Levels (Cont.)

Application - Sales
Transaction Display a Contract

(VA43)
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Dynamic Menu
Click Dynamic Menu to

open the tree structure
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Dynamic Menu
Technical Name icon

If a minus sign is in the circle, clicking the
icon turns off the display of technical
names (transaction codes).
If a plus sign is in the circle, clicking the
icon activates the display of technical
names.
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Dynamic Menu
Click on fully expanded

line to begin a transaction
Note the transaction code
is displayed
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Favorites Menu
Favorites List
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Favorites List
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Finding Current Transaction Code
Menu Path
Using menu path System > Status
Using status bar drop arrow
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Using a Transaction Code

From the system screen or
an application menu, enter
the transaction code, then
click enter to start the
transaction
From a transaction screen,

enter "/n" or a "/o" before the
transaction code, then click
enter to start the transaction
Commands:
/n
/nxxxx
/o
/oxxxx
/i
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Switching Sessions
Sessions on the
Windows Task Bar
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Session number
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Displaying Open Sessions
To see a list of the sessions

currently open, type "/o" in
the command field, and click
the green checkmark or the
enter key.
Click "New session" to start a

new session.
To end a session, click the
session number before clicking
the "End session" button
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Version 1.0
Closing Sessions
The SAP status bar displays the active
session number
Close an individual session using the
menu path:
System > End Session or the command "/i"
Logging off will automatically close all
active sessions. It is not necessary to
close each session before logging off
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Version 1.0
Transaction Initial Screen
Application toolbar
Button indicates there

is search help on
possible entries for
this field
Required fields are indicated by this symbol
when the cursor is not in the field.
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Version 1.0
Possible Entries List
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Search Help Dialogue Window
Tabs to select type of

search help
Limiting
criteria for
the search
Start
search
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Search Results
To sort by any column, click the column heading
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Transaction Overview Screen

Menu bar
Standard Tool bar
Application tool bar
Header
detail icon
Header
Information
Item tabs
Item
Information
Scroll bars
Item tool bar
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Item Tool Bar Icons
Show Detail
Remove Line
Select All
Create Item
Place cursor
De-select All
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Header Detail Screen
Header
information tabs
Move left and

right on tabs,
List all tabs
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Selecting a Tab
Tab
Tab left and right
Partial Tab (indicates there are more tabs)
Display list of all tabs
Active tab
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Item Detail Screen
Move forward
and back
through line
items in the
contract
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Move left and

right on tabs,
List all tabs
Item
information
tabs
33
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Tools and Hints
First ItemNext Item

Previous Item
Item
Last
Display Document Flow
Delete Item
Required fields are indicated by this symbol.
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Manipulating a Data Table

Changing the field width
Before
After
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35
Table
Setting
Icon
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Manipulating a Data Table

Changing the field sequence
Before
After
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36
Table
Setting
Icon
Version 1.0
Saving/Restoring Table Settings

Current and
Standard settings
Table
Setting
Icon
Available
settings
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37
Version 1.0
Creating a New Table Setting
Use as standard
settings check box
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38
Version 1.0
Exercise 2
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Lesson 3
Setting User
Defaults
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Setting User Defaults
Follow this Menu path to

the user's "own data"
screen
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41
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Maintenance - Address Tab
Address tab
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Maintenance - Defaults Tab
Defaults tab
Enter an alternative Start
Menu code for logon
Radio buttons - Only
one may be selected
Select a default printer
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Maintenance - Parameters Tab
Enter the parameter id for a

selected field and the default
value you wish to display
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Setting Options
Click the Tri-color" icon
Access the "Options" screen

Access clipboard options - cut, mark, paste
Create a shortcut on the desktop
Automatically print the current screen to the
default locally attached printer
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Version 1.0
Options - Options Tab
Options tab
Quick Info refers to the boxes

that appear when you position
the mouse pointer over a
button.
Selects
system
response
to
messages
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Version 1.0
SAP System Messages
Information Message
Error Message
Warning Message
System messages also appear here in status bar - double click

for additional information
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Version 1.0
Options - Cursor Tab
Automatic Tab
at Field end
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48
Version 1.0
SAP GUI Settings
Click the SAP GUI

Settings icon on the
Windows taskbar
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Version 1.0
SAP GUI Settings - General Tab
Font Size
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Version 1.0
SAP GUI Settings - Color

Settings Tab
Color
schemes
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Version 1.0
Exercise 3
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Version 1.0
Lesson 4
Generating
Reports in SAP
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Version 1.0
Report Trees
SAP contains a Report Tree for each
application area.
The report tree is accessed using
application-specific menu paths.
Display the General Selection
Report Tree by using menu path
of Information systems >
General report selection.
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Version 1.0
Accessing Reports
Menu
Path
Transaction
Code - SRET
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Version 1.0
Report Tree
Execute
Expand subtree
Collapse subtree
Set focus
On-line manual
Documentation
Report
Tree
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Version 1.0
Selecting a Report
Application
areas
Reports
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Version 1.0
Report Selection Criteria

Print icon
Execute
icon
Possible Entries icon

Multiple
Selections
icons
Examples of selection criteria:

Selection
criteria
boxes
Billing Document
Sales organization
Payer
Dates of Creation
Created by
NOTE: most criteria may also be entered

as a range of values
"From" fields
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"To" fields
Version 1.0
Multiple Selections Screen

"Select by Initial Value screen"
opens when "Select option"
icon is clicked
Tabs to choose
type of selection
Search help
indicator
Data fields
Selection
option
icon
Insert
Delete
Remove
Information
Copy
button
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Version 1.0
Saving and Using Variants
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Saving Selections as a Variant
Enter a name and a

descriptive title for your
variant
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"Getting" a Variant
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Outputting a Report
Execute
icon - use
to display
report
on-line
"From" fields
Print
icon - use
to print
report
without
displaying
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"To" fields
Selection
Data
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Online Output
Choose
icon
Print
icon
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Printing Reports
Click to print
Select printer
Number of
copies
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Downloading a Report to a Spreadsheet
"1"
"2"
"3"
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Downloading a Report to Excel
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Downloading a Report to Excel
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Exercise 4
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Version 1.

SAP Basic Navigation Course.PRZ

SAP Basic Navigation Course.PRZ

3 - digit client number - usually

Language - defaults to the

SAP Basic Navigation Course.PRZ

The first time you log on

SAP Basic Navigation Course.PRZ

Standard Screen Features

Standard Layout Icon

SAP Basic Navigation Course.PRZ

Standard Screen Features

The "white triangle" expands

The "list" icon provides information about this

SAP Basic Navigation Course.PRZ

Standard Toolbar Icons

SAP Basic Navigation Course.PRZ

Standard Toolbar Icons

SAP Basic Navigation Course.PRZ

Logging off SAP

Log off Dialogue

SAP Basic Navigation Course.PRZ

SAP Basic Navigation Course.PRZ

SAP Basic Navigation Course.PRZ

Accessing Transaction Screens

SAP Basic Navigation Course.PRZ

SAP Basic Navigation Course.PRZ

Menu Levels (Cont.)

Transaction Display a Contract

SAP Basic Navigation Course.PRZ

Click Dynamic Menu to

SAP Basic Navigation Course.PRZ

Technical Name icon

SAP Basic Navigation Course.PRZ

Click on fully expanded

SAP Basic Navigation Course.PRZ

SAP Basic Navigation Course.PRZ

SAP Basic Navigation Course.PRZ

Finding Current Transaction Code

Using status bar drop arrow

SAP Basic Navigation Course.PRZ

Using a Transaction Code

From a transaction screen,

SAP Basic Navigation Course.PRZ

SAP Basic Navigation Course.PRZ

Displaying Open Sessions

To see a list of the sessions

Click "New session" to start a

SAP Basic Navigation Course.PRZ

SAP Basic Navigation Course.PRZ

Transaction Initial Screen

Button indicates there

SAP Basic Navigation Course.PRZ

Possible Entries List

SAP Basic Navigation Course.PRZ

Search Help Dialogue Window

Tabs to select type of

SAP Basic Navigation Course.PRZ

To sort by any column, click the column heading

SAP Basic Navigation Course.PRZ

Transaction Overview Screen

Item tool bar