SE 464: Industrial Information systems Most Images and inform. used in these slides are SAP © Not to be used for other than educational purposes Systems

Systems Engineering Department

SE 464: Industrial Information systems

Most Images and inform. used in these slides are SAP © Not to be used for other than educational purposes

Industrial Information System

LAB 03: SAP BasicsAND

Some Key Concepts & Terminologies




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R

Introduction

Worldwide usage

Open system

Interactiveprocessing

Integration

Designed for all types of business

R/3R/3Client / ServerClient / Server

ABAP/4ABAP/4

FIFIFinancialFinancial

AccountingAccounting

COCOControllingControlling

AMAMAssetAssetMgmt..Mgmt..

PSPSProjectProjectSystemSystem

WFWFWorkflowWorkflow

ISISIndustryIndustry

SolutionsSolutions

MMMMMaterialsMaterials

Mgmt.Mgmt.

HRHRHumanHuman

Ressources.Ressources.

SDSDSalesSales

PPPPProductionProductionPlanningPlanning

QMQMQualityQualityMgmt.Mgmt.

PMPMPlantPlant

MaintenanceMaintenance

Last LabSAP R/3 Modular and Integrated

SAP Basis - Core

SAP Modules




Overview of remaining labs in this semester

• This Lab and onwards will give you hands-on experience of using SAP R/3.

• These exercises are designed to demonstrate various SAP processes within SAP R/3.

• You will write small ABAP/4 scripts as well.

• As it is impossible to cover all modules our focus will remain on PP, MM, SD, QM and PM only




Part 1SAP IDES

&SAP Basic Navigation




SAP IDES INTRODUCTION

IDES – the "Internet Demonstration and Evaluation System"

• IDES represents a model company. It consists of an international group, with subsidiaries in several countries.

• Consider yourself as an IDES employee to be part of a SAP application simulation

• IDES contains application data for various realistic business scenarios. IDES uses easy-to-follow business scenarios to show you the comprehensive functions of the R/3 System.

• The focal point of IDES, however, is not the functionality itself, but the business processes and their integration.





IDES – DESCRIBED• IDES covers all aspects that are present in an enterprise

such as the Logistics to Financials to Human Resources etc.

• It demonstrates SAP functionality for types of industries, from discrete production through to process industries, from engineering-to-order to repetitive manufacturing.

• The IDES group manufactures products as diverse as elevators, motorcycles, and paints.





The Structure of the IDES Group

• The IDES group comprises four subgroups. – The European subgroup consists of five companies

• North America has two. – Asia & Latin America consists of one company each.–

• Each of these companies has its own clearly defined business objectives within the consolidated group and is organized according to local business practices and legal requirements.

• Consolidation takes place across the financial areas. – For example, the French subsidiary operates solely as a

sales company– The American and German subsidiaries produce goods, as

well as carrying out purchasing and sales activities.









IDES Logistics

• A variety of products are manufactured and sold using the different organizational units within the Logistics area.

• IDES provides all the resources required for production and assigns them to the corresponding products through bills of materials (BOMs) and routings.

• Each product or product group represents a particular production type. IDES contains fully-integrated business processes for the production or sale of the shown products or product groups:




SAP Navigation




SAP LOGON

A key concept “A must know”

• The R/3 System is a client system• The client concept enables parallel working, in a single system,

by several enterprises that are independent (in business terms) of each other.

• During each user session you can only access the data of the client selected during the logon.

• During your lab your enterprise or company or organization’s (SE464Lab) client ID is 800 which has been set as default.

• Go to e:\shortcuts\SAPLOGON icon to start SAP. • Click on SE464Lab to start the logon process• SAP needs a protected access therefore a user name & a

password is required for logon.




SAP LOGON




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Logging on to the R/3 System

Log off New password

User System Help

SAP R/3SAP R/3

Client

User

Password

Language

iwdf4042 OVR

SAP LOGON




SAP LOGON

Logging on to SAP R/3

• Your user name is SESTU# (where # class serial i.e., 01, 02…, 21)

• A password for all of you is enter464 The password is hidden as you type (you only see asterisks).

**********************************************************************

• CHANGE PASSWORD: once you type in your password please do not press enter…

• Press change password button to update your individual password & make sure to note it down somewhere to keep it safe and available **********************************************************************




SAP LOGON

Language setting and Multiple login

• SAP systems are available in several languages. Use the Language input field set to “EN” to select the logon language as English. Or if you leave it blank it will take English as default.

• You can have multiple logon with a single userID but it is highly recommended to login with you user name & id with only one log on.




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Screen Elements

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Input field

1st selection

2nd selection

3rd selection

4th selection

5th selection

ChangeDisplay

2nd selection1st selection 3rd selection

Green light; positive

Yellow light; neutral

Overview

Execute

Message

Status setzen

PushbuttonPushbutton

Status barStatus bar

CheckboxesCheckboxes

Command fieldCommand field Standard toolbarStandard toolbar

Radio buttonRadio button

Menu barMenu bar

Title barTitle bar

Application toolbarApplication toolbarInput fieldInput field

TabTab

Menu Edit Favorites Extras System Help

System function name : ActivitySystem function name : Activity

This screen is madeup of various screenelements. It does notexist in the system.

OptionsOptions

SAP WINDOW




• Command field: You can use the command field to go to an application or module command directly by entering the transaction code. – Transaction code (or T-Code) or Technical names are

code names for each system function or action you can perform in SAP. (For example SU01 is a T-Code to update personal info)

• Menu bar: The menus shown here depend on which application you are working in. These menus contain cascading menu options.

SAP WINDOW




• Standard toolbar: The icons in the system function bar are available on all R/3 screens. – Any icons that you cannot use on a particular screen are

dimmed. – If you leave the cursor on an icon for a moment, a small

flag will appear with the name (or function) of that icon. You will also see the corresponding function key.

– A particular R/3 screen means interface to a particular R/3 transaction such as R/3 screen for SU01.

• The application toolbar shows you which functions are available in the current application.

• Title bar: The title bar displays your current position and activity in the system.

SAP WINDOW




• Some common SAP R/3 Buttons on standard toolbar• Enter (same as Enter key)• Save (save current information)• Back (go back to previous screen)• Exit (go back to previous level) • Cancel (abort a process and discard information)• Execute (appears within certain transactions)

SAP WINDOW




• Input field: Input field allow direct text input as a field value.

• Check boxes: Checkboxes allow you to select several options simultaneously within a group.

• Radio buttons: Radio buttons allow you to select one option only.

• Status bar: The status bar displays information on the current system status, for example, warning and error messages.

• A tab provides a clearer overview of several information screens.

• Options: You can set your font size, list colors, and so on here.

SAP WINDOW




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SAP Easy Access - Standard

SAP Easy AccessSAP Easy Access

OfficeLogisticsAccountingHuman Resources

PPMDT - Manager‘s DesktopPersonnel managementTime managementPayroll accountingTraining and eventsOrganizational managementTravel managementInformation system

Information SystemsTools

InboxAccounts payable

Create FD01Change FD02Display FD03

Accounts receivableFavorites

SAP standard menu

Other menu Create menu Assign users Documentation

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SAP EASY ACCESS

• SAP Easy Access is the standard entry screen displayed after logon

• You can change your default screen to any transaction by menu path Extras Set start transaction

• To display technical names or transaction codes use the same above menu

• The tree structured menu is the heart of visual navigation in SAP R/3




SAP EASY ACCESS

• You can also create a Favorites list of the transactions, reports, files and Web sites etc of your own.

• You can add items to your favorites list using the Favorites menu option or by simply dragging & dropping them with the mouse.

SAP AG 1999

SAP Easy Access - Standard


OfficeLogisticsAccountingHuman Resources

PPMDT - Manager‘s DesktopPersonnel managementTime managementPayroll accountingTraining and eventsOrganizational managementTravel managementInformation system

Information SystemsTools

InboxAccounts payable

Create FD01Change FD02Display FD03

Accounts receivableFavorites

SAP standard menu


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•You can use any of the three methods described earlier or as shown on the screen

/n & /o option if using T-code

SAP AG 1999

Selecting Functions...

Favorites

SAP standard menu



/nFD03

…using the menu path

…using the technical name (transaction codes)

…usingFavorites or thetree structure

Create session

End session

User profile

Services

Utilities

List

Workflow

Links

Private notes

Own spool requests

Own jobs

Short messages

Status...

Log off


Methods to Invoke various System Functions

• If using T-code and you are on a particular screen you need to go back to perform another task to do that you need to accompany your t-code with a ‘/n’. For example if your are in FD03 use /nSU01 to go to SU01

• To perform task in another session use ‘/o’ before the T-code




SAP Multiple sessions

• You can have multiple session in your SAP R/3 by which you can– have multiple

transactions at a time– Open another session for

reference at anytime without terminating the current one

– A maximum of nine parallel sessions can be opened by user.




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Role-Based User Menu



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Favorites

User menu

Schedule Manager

Information system

Closing

Account master data

Create

Change

Display

Display changes

Block / unblock

Set deletion flag

Confirmation of change

Compare

Maintain centrally

Account balances and account items

Entry

Payment and clearing

Editing options

Menu Edit Favorites Extras System Help• A role describes a set of logically linked transactions.

• These transactions represent the range of functions users typically need at their workstations.

• Activity groups (user roles) are formed so that users of the SAP System can work with user-specific menus. Users who have been assigned to an activity group can choose between the user menu and the SAP standard menu.

• The screenshot shows the role-based user menu for the “Accounts Receivable Supervisor” as an example.

Role Based menu vs. Standard menu




SAP AG 1999

Field Help - F1, F4

Display Customer: Initial ScreenDisplay Customer: Initial Screen

Display Customer: Initial Screen

Customer

Company code

1000

1000 IDES

Becker Berlin

Customer account numberA unique key is used to clearly identify the customerwithin the SAP system.

ProcedureWhen creating a customer master record, the usereither enters the account number of the customer orhas the system determine the number when therecord is saved, depending on the type of numberassignment used..

Application help Technical info

F1 F4

Possibleentries

FD03 iwdf4042 INSMessage

Hit listHit list

Display Customer: Initial Screen

Help - Display Customer: Initial Screen Restrictions

Customer

Company code

Company name

City

Currency

Restrict number to No restriction

Restrict Value Range

SAP Help

Online Help: http://help.sap.com

Use F1 for help on fields, menus, functions and messages.

Use F4 for information on what values you can enter




SAP AG 1999

System Functions - User Profile

User

Last changed by

Start menu

Logon language

Output immediately

Delete after output

MUSTER

ADMIN

Decimal notation

01.01.2000 12:00:00 Status Saved

Date format

CATT

DD.MM.YYYY

MM/DD/YYYY

MM-DD-YYYY

YYYY.MM.DD

YYYY/MM/DD

Personal timezone

Output controller

Address Defaults Parameters

1.234.567,89

1,234,567.89

1 234 567,89

Maintaining your user profileMaintaining your user profile

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User Edit Goto System Help

• Use the menu option System User profile Own data to set your own personal profile. You can choose between the Address, Defaults and Parameters tabs.

User Profile




SAP AG 1999

Create Sales Order: Initial ScreenCreate Sales Order: Initial Screen

Create with reference Sales Item overview Besteller

Organizational data

Sales organization

Distribution channel

Division

Sales office

Sales group

Order type

R/3 Standard ...R/3 Standard ...

Create Sales Order: Initial ScreenCreate Sales Order: Initial Screen

Create with reference Sales Item overview

Remember ...Advertising articles 471199 and 471299 (valid until end of May)

Product 34611 must be replaced by product 34611_S!!!

Standard order

Rush order

Returns

Free of charge

Order type

Distribution channel

Ordering party

... and with GuiXT... and with GuiXT

Final customer sales

Sold for resale

Frankfurt sales organization

Sales document Edit Goto Environment System Help

Personalizing the Frontend

Sales document Edit Goto Environment System Help

Front End Personalization




Part 2Some key concepts

& TerminologiesBefore we start the business transactions




Key Concepts & Terminologies

Some Terminologies• Integration

Integration is where several modules make use of the same data, which is the fundamental property of an ERP system.

• Master DataData that remains unchanged for an extended period of time (in contrast to transactional data). Contains info that is used in the same way for similar objects. Examples are suppliers (name, address and banking information), materials, customers.




Master Data contains the records that remain in the database over an extended period of time, are maintained centrally and shared across application modules to eliminate data redundancy.









The logic of the organization of master data and other procedures in the system is built on Organizational elements. These are:

•Company code--an independent accounting unit. •Sales organization-- responsible for marketing. •Distribution Channel-- the means though which sales material reaches the customer, e.g. wholesale, retail, etc. •Division--used to segment a business into lines. •Plant-- a manufacturing facility or warehouse. •Shipping point-- a fixed location that carries out shipping activities.














Documents

SE 464: Industrial Information systems Most Images and inform. used in these slides are SAP © Not to be used for other than educational purposes Systems