sap navigation 2013

SAP Basic Navigation Work Instruction Guide

November 2013 SAP Basic Navigation 1/27

SAP Basic Navigation

SAP Basic Navigation



Welcome to SAP

Course Objectives

By the end of this course, you should be able to:

Log on and off of SAP

Change your password

Navigate the User Menu

Identify common SAP screen elements

Locate help



Getting Started

Getting Started - Section Objectives

Section Objectives

By the end of this section, you should be able to:

Log on to SAP

Change your password at log on

Log off of SAP



Desktop Icon

Logon Pad

Access SAP Application Server

On the Logon pad, ensure the "Systems" tab is selected.

Select the PRP or Production server (available at system go-live) from the Description list and click the "Log

on" button.



Logging On

First Time User

Initial Password Reset

The first time you log onto SAP, the Change Password dialog box displays. Enter your desired password

then click the "Continue" button (green checkmark).



Logging Off

Multiple Log Off Methods

There are four ways to log off SAP, but the simplest is to click the Exit button (yellow circle with the white

up-arrow).

This triggers a pop-up box asking you to confirm your log off request. Click "Yes" to exit.

Easy Access Screen



Easy Access Screen - Section Objectives

Section Objectives

By the end of this section, you should be able to:

Identify the components of the main menu

Understand the status bar display

Access a transaction from the SAP Easy Access

menu

Access a transaction from the command

line

Easy Access Screen



SAP Main Menu

SAP Main Menu



SAP Main Menu

SAP Main Button Toolbar




SAP Application Toolbar



SAP Menu Tree

SAP Status Bar



SAP Status Bar

SAP Status Bar



Opening a Transaction

Open a Transaction from the Menu Tree

The menu tree is arranged in folders. The folders are

organized by groups of modules, module, the processes

within the module and, finally, transaction.

Groups of Modules > Module > Process > Transaction

Transactions are identified by their associated white

cube.

Once you locate the transaction to open, double-click the

transaction name in the menu tree and the transaction

displays in a blank, ready for data entry format.



Open a Transaction from the Command Field

Important Screen Elements



Important Screen Elements - Section Objectives

Section Objectives

At the end of this section, you should be able to:

Identify the screen title

Recognize a matchcode

Know which field is the active field

Identify multiple selections

Transaction Screen Overview



Screen Title

Application Toolbar



Status Bar

Screen Layout



Screen Layout

Screen Entry Elements



Screen Entry Areas

Entry Components

Transaction screens employ several input field types to

assist in completing the transaction or manipulate output

data.

Input Fields

A yellow highlighted box is the active field where your

cursor currently lies.

Required fields contain a box with checkmark icon and

must be completed to finish the transaction.

Screen Entry Areas

Entry Components

Search/Selection Fields

Combo boxes denote a drop-down list of standardized

selectable items.

Matchcode is a button to the right of a selected field

where defined lists or search options are available.

Multiple Selection (range) buttons offer the ability to

build both contiguous and non-adjoining data sets (e.g.,

to - from or this plus that).



Screen Entry Areas

Entry Components

Data Return Options

Check Boxes delineate data output by defining what data

types are displayed. Check all the check boxes you need to

retrieve the desired data.

Radio buttons also delineate data output, but allow only a

single selection; this or that not both.

Getting Help



Getting Help - Section Objectives

Section Objectives

At the end of this section, you should be able to:

Set up CoP Custom Help

Access CoP Custom Help

Access online training documentation through EBS

Training Website: SAP Learning Center

Open field help for field level information

SAP Learning Center Website

Website Location: www.portlandoregon.gov/SAPLC

The SAP Learning Center is located on PortlandOregon.gov and can be accessed from anywhere.

Help content includes user guides, job aids and work instructions.

http://www.portlandoregon.gov/SAPLC



Getting Help Overview

City of Portland Custom Help

CoP Custom Help

Before using CoP custom help, select the CoP Custom Help Setup option from the Help drop-down on the

Main menu. This enables field level transaction assistance when selecting the CoP Custom Help.

These Help files are also freely accessible at the SAP Learning Center website:

www.portlandoregon.gov/saplc

http://www.portlandoregon.gov/saplc



Field Level Help

Field Level Help

To locate field level help, select the respective field, then

click the F1 key on your keyboard or the yellow question

mark on the Main Button Toolbar to display the field help

dialog box.

sap navigation 2013

Documents

common sap screen elements

sap easy access menu

sap main menusap main

sap menu treesap status

sap status barsap status

transaction displays

command lineeasy access

button green checkmark