Introduction

Welcome

Class Objectives
Upon completing this class, you will be able to:

Navigate in SAP

Display /change customer master record

Display customer account information

Display /change documents

Create manual Invoice & Credit Note

Class Objectives continued

Run the payment program for vendors

Manually reconcile account statement

The SAP R/3 System

SD
Sales &
Distribution

FI
Financial
Accounting

MM
Materials
Mgmt.
PP
Production
Planning

CO
Controlling

R/3
Client / Server

QM
Quality
Mgmt.

PM
Plant
Maintenance
HR
Human
Resources

ABAP/4

AM
Fixed Assets
Mgmt.

PS
Project
System

OC
Office &
Communication
IS
Industry
Solutions

Agenda
SAP
SAPOverview
Overview
Customer
Customermaster
masterrecord
record
Customer
Customeraccount
account
Documents
Documents
Manual
Manualinvoices
invoices

Agenda
Logging
Loggingon
on
and
andoff
off

SAP
SAPOverview
Overview
SAP
SAPscreen
screen
features
features

Navigating
Navigating
ininSAP
SAP
Online
Onlinehelp
help
and
and
Search
Searchfacility
facility

User
Userdefaults
defaults

Objectives
At the end of this chapter you will be able to:
Log on and off
Describe SAP icons and toolbars
Use transaction codes as well as the menu to
navigate
Use match codes to identify customer numbers
Use online help to display SAP help
Set up some user defaults

Agenda
Logging
Loggingon
on
and
andoff
off

SAP
SAPOverview
Overview
SAP
SAPscreen
screen
features
features

Navigating
Navigating
ininSAP
SAP
Online
Onlinehelp
help
and
and
Search
Searchfacility
facility

User
Userdefaults
defaults

Logging onto SAP R/3

Enter the relevant client

User ID

Password

010

Changing a Password

Logging Off SAP R/3

Click on the exit icon

until the log off

dialogue box appears

Review
What information is required in order to logon to SAP?
What are the possible ways to log off SAP?

Agenda
Logging
Loggingon
on
and
andoff
off

SAP
SAPOverview
Overview
SAP
SAPscreen
screen
features
features

Navigating
Navigating
ininSAP
SAP
Online
Onlinehelp
help
and
and
Search
Searchfacility
facility

User
Userdefaults
defaults

Standard Screen Features

Title Bar
Menu Bar

Tool Bar
Button Bar

Main SAP icons

Review
What information does the title bar gives you?
What is the
icon allows you to do?

Agenda
Logging
Loggingon
on
and
andoff
off

SAP
SAPOverview
Overview
SAP
SAPscreen
screen
features
features

Navigating
Navigating
ininSAP
SAP
Online
Onlinehelp
help
and
and
Search
Searchfacility
facility

User
Userdefaults
defaults

Organisation of the SAP std

menu
Accounting
Financial accounting > AR

To post payments
To record manual invoices
To display documents (invoices payments)
To display account information
To perform refunds
To perform write off

Treasury > Cash Management

To post check payments
To reconcile bank statements

Information systems (reporting)

Accounting
Cash management

System
Services > Reporting
Services > Batch input
Own spool request

Help

Multiple Sessions

Fast Access to Transactions

Command field
Transaction code

/n - Close session first

/o - Open new session

Review
How can you identify the code for a transaction ?
What are /n and /o codes used for ?

Agenda
Logging
Loggingon
on
and
andoff
off

SAP
SAPOverview
Overview
SAP
SAPscreen
screen
features
features

Navigating
Navigating
ininSAP
SAP
Online
Onlinehelp
help
and
and
Search
Searchfacility
facility

User
Userdefaults
defaults

Match codes
A tool to search the R/3 database for a specific records:
Customers
General ledger accounts

Accessing a Matchcode
Click in the required field

then click on

or press [F4]

choose the best tab

enter the information you have available

On-Line Help

or [F1]

Field Definition *

Help menu

System Messages

* The field must be selected

System Messages
Message Type

Action

I - Information

Check and change data if required then,

press [Enter] to proceed

W - Warning

Check and change data if required then,

press [Enter] to proceed

E - Error

Correct data entry to proceed

A - Abend

An abnormal end has occurred,

notify the system administrator

Review
What is the down arrow at a field for ?
Where are SAP messages displayed ?

Agenda
Logging
Loggingon
on
and
andoff
off

SAP
SAPOverview
Overview
SAP
SAPscreen
screen
features
features

Navigating
Navigating
ininSAP
SAP
Online
Onlinehelp
help
and
and
Search
Searchfacility
facility

User
Userdefaults
defaults

User defaults

Allows some user specific settings:

Printers (if user sets it to LOHP, their
printing will automatically get
printed to their default printer
setup in Windows)
Logon language
Date format
Amount format
Logon menu
Default field entries

Review
What is the menu to display user own data?

Demonstration and exercises

Question / answers