Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 1 of 19

Purpose

Use this procedure to add and modify favorites on your SAP Menu Tree. The favorites feature in SAP allows you to add a custom list of transactions, files, and work-related websites to your SAP Easy Access screen. This one-click access to the items you use most often will save you time.

Trigger

Perform this procedure when you need to add and modify favorites on your SAP Menu Tree.

Prerequisites

You must have access to SAP.

Menu Path

There is no menu path for this transaction.

Transaction Code

SESSION_MANAGER

Helpful Hints

N/A

Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 2 of 19

Procedure

1. Start the transaction using the menu path or transaction code.

SAP Easy Access

2. Navigate to the transaction on the SAP menu tree. Right-click the transaction.

For this example, we will right click .

Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 3 of 19

SAP Easy Access

3. Click from the drop-down menu.

Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 4 of 19

SAP Easy Access

4. You can edit the name of the favorite in your Favorites menu.

Right-click .

Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 5 of 19

SAP Easy Access

5. Click from the drop-down menu.

Change a favorite

6. As required, complete/review the following fields:

Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 6 of 19

Field R/O/C Description

Text Required Type the new name of the favorite in the field.

Example: Create Sales Order

7. Click to close the pop-up window.

SAP Easy Access

8. You can also use the Favorites option on the Menu Bar to save a favorite.

Click the transaction you want to add to your Favorites menu.

Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 7 of 19

For this example, we will click .

SAP Easy Access

9. Click on the Menu Bar.

Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 8 of 19

SAP Easy Access

10. Click from the drop-down menu.

Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 9 of 19

SAP Easy Access

11. You can also use the Favorites option on the Menu Bar to add a custom transaction code (e.g.,

ZATP, ZPIN) to your Favorites menu.

Click on the Menu Bar.

Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 10 of 19

SAP Easy Access

12. Click from the drop-down menu.

Manual entry of a transaction

Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 11 of 19

13. As required, complete/review the following fields:

Field R/O/C Description

Transaction Code Required Type the custom transaction code into the field.

Example: ZATP

14. Click to close the pop-up window.

SAP Easy Access

Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 12 of 19

15. You can create folders in your Favorites menu to organize your transactions, files, and websites.

Click on the Menu Bar.

SAP Easy Access

16. Click from the drop-down menu.

Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 13 of 19

Create a Folder in the Favorites List

17. As required, complete/review the following fields:

Field R/O/C Description

Folder name Required Type the name of the folder in the field.

Example: Sales Order Transactions

Create a Folder in the Favorites List

18. Click to close the pop-up window.

Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 14 of 19

SAP Easy Access

19. You can move your favorites into a folder by clicking on the favorite and dragging it into the folder.

20. You can add work-related websites to your Favorites menu. Click .

Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 15 of 19

SAP Easy Access

21. Click from the drop-down menu.

Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 16 of 19

Add additional objects (1) 25 Entries found

22. A pop-up window will prompt you to select a URL type. The default URL type is Web address or

file. Click to select this choice.

Add a Web address or file path

23. As required, complete/review the following fields:

Field R/O/C Description

Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 17 of 19

Field R/O/C Description

Text Required Type the name of the favorite as you want it to appear in your Favorites menu.

Example: Dave Net

Web address or file Required Paste or type the website URL.

Example: https://public.davenet.com/Pages/login.aspx

24. Click to close the pop-up window.

SAP Easy Access

Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 18 of 19

25. You can move favorites up or down by selecting the favorite and then clicking the black arrows

above the Favorites menu.

26. Double-click any favorite in your Favorites menu to launch the website in a browser, open the file,

or execute the transaction in SAP.

Adding Favorites to the SAP Menu Tree

Work Instruction

Monday, January 04, 2016 If printed, for reference only.

Please review online help for most current information. Page: 19 of 19

Result

You have successfully added and modified favorites in the SAP menu tree.