SAP 100: Overview and Navigation

1. SAP 100: Overview and Navigation

2. I NOTICED SOME DAMAGE TO AN EQUIPMENT, AND THE FOREMAN ASKED ME TO CREATE A MAINTENANCE NOTIFICATION IN SAP. EARLY MONDAY MORNING… HEY NEWBIE! IS EVERYTHING ALRIGHT? YOU LOOK CONFUSED… BUT I HAVE NO IDEA WHAT SAP IS, OR HOW TO USE IT! WELL, FOR STARTERS, IT’S S-A-P AND NOT SAP; AND I’LL BE GLAD TO SHOW YOU HOW TO USE IT. LET’S SET UP A TIME TO MEET.

3. LATER THAT DAY… NOW, BEFORE WE GO INTO SAP, THERE’S A FEW THINGS YOU SHOULD KNOW ABOUT IT. CLICK ON EACH OF THE LINKS BELOW FOR A BRIEF INTRODUCTION TO SAP. What is SAP? How do I use it? Characteristics of SAP SAP Modules Done

4. NOW, THE FIRST THING YOU WANT TO DO IS LAUNCH SAP. THE LOGON ICON SHOULD BE ON YOUR DESKTOP, OR YOU CAN NAVIGATE TO IT FROM THE START MENU. or

5. Insert demo recording: logging on.

6. A CLIENT IS AN INSTANCE OF SAP. MOST COMPANIES HAVE MANY SAP CLIENTS. SO, WHAT EXACTLY IS AN SAP CLIENT? FOR EXAMPLE THEY MIGHT HAVE A TEST CLIENT, USED BY THE INFORMATION TECHNOLOGY TEAM BUILDING THE SYSTEM, OR A TRAINING CLIENT THAT IS USED ONLY FOR TRAINING. THE ACTUAL INSTANCE USED FOR WORK IS CALLED PRODUCTION. YOU PROBABLY WON’T HAVE THE OTHER OPTIONS AVAILABLE TO YOU, BUT IF YOU DO SEE MORE THAN ONE OPTION… JUST SELECT THE ONE THAT SAYS PRODUCTION, OR PRD.

7. NOW, WHY DON’T YOU TRY IT? THE FIRST TIME YOU LOG ON, YOU WILL BE PROMPTED TO CHANGE YOUR PASSWORD, SO YOU SHOULD PROBABLY LOOK AT THESE PASSWORD RULES FIRST. Download password rules. Click the ‘try it’ icon to practice logging on. Try it!

8. Insert training recording: logging on.

9. HERE’S A QUICK REFERENCE THAT EXPLAINS THE DIFFERENT ICONS. KEEP IT ON HAND SO YOU CAN REFER TO IT THROUGHOUT. NOW, LET’S EXPLORETHE DIFFERENT SECTIONS ON THE HOME PAGE. NOW I’M IN SAP. WHAT ARE ALL THESE ICONS ON THE HOME PAGE? Download Quick Reference. Click each section of the homepage to learn more. Menu bar Standard tool bar Title bar Application tool bar Main area Status bar

10. THE SECOND OPTION IS THE USER MENU. THIS SHOWS YOU ONLY THE TRANSACTIONS THAT YOU HAVE ACCESS TO. YOU CAN TOGGLE BETWEEN THE TWO VIEWS USING THE ICONS AT THE TO LEFT CORNER OF THE HOME PAGE. YOU HAVE TWO OPTIONS FOR DISPLAYING INFORMATION ON YOUR HOME PAGE. THE DEFAULT VIEW IS THE SAP MENU. IN THIS VIEW, YOU CAN SEE ALL THE FOLDERS WITHIN SAP, ALTHOUGH YOU MAY NOT HAVE ACCESS TO SOME OF THE TRANSACTIONS.

11. FROM THE HOME PAGE, YOU CAN NAVIGATE TO THE TRANSACTION YOU NEED… WHOA! HOLD ON! WHAT’S A TRANSACTION? IN SAP, TASKS ARE CALLED TRANSACTIONS. THEY ARE A SERIES OF SCREENS IN WHICH YOU CAN WORK WITH DATA. EXAMPLES OF TRANSACTIONS ARE: RECORDING YOUR TIME, CREATING A PURCHASE REQUISITION, OR IN OUR CASE, A NOTIFICATION. EACH TRANSACTION HAS ITS OWN UNIQUE IDENTIFIER – CALLED A TRANSACTION CODE. TRANSACTION CODES CAN BE A COMBINATION OF NUMBERS AND/OR LETTERS. TO GO TO A TRANSACTION, YOU CAN USE THE MENU, OR YOU CAN USE THE TRANSACTION CODE.

12. Insert demo recording: navigating to a transaction using the menu.

13. YES. TRANSACTION CODES PROVIDE A SHORTCUT FOR ACCESSING TRANSACTIONS. THE TRANSACTION CODE FOR CREATING A NOTIFICATION IS IW21. WHY DON’T I TALK YOU THROUGH IT, AND LET YOU TRY? I DON’T KNOW…IT MAY BE HARD TO REMEMBER THE MENU PATH FOR EVERY TRANSACTION. DID YOU SAY I CAN ALSO USE THE TRANSACTION CODE? Try it! Click the ‘try it’ icon to practice accessing a transaction using the transaction code.

14. Insert training recording: navigating to a transaction using transaction codes.