. Learn to easily navigate the SAP system
. Work with SAP modules step-by-step
. Includes many examples and detailed SAP illustrationsLearn how to use SAP!
Do you need to understand how to use SAP software in your day-to-day work? In this book, you'll find easy-to-follow, hands-on information that helps you become familiar with SAP. You'll learn how to navigate the system and get instruction on the SAP system-enriched with many examples and exercises. Whether you use this as an exercise book or as a reference tool, you'll find what you need to become more comfortable and work effectively with SAP.
Highlights
. Logging on and off the system
. Navigating the system
. Drawing on system layout and user data
. Reporting
. Printing
. Automating tasks
. Messaging and the business workplace
. Handling roles and authorizations
. Using help functions
. Working with the SAP modules
The Author
Olaf Schulz works as an SAP consultant and trainer, with over 15 years of IT and project management experience. He offers you first-hand knowledge and expertise that will help you understand and use SAP quickly and easily.
Quote from author:
"Benefit from my experiences in training SAP users. You'll learn how to work quickly and safely with SAP using the many examples this book provides."
Table of Contents
... About This Book ... 13
Part I ... The SAP Enterprise ... 19
1 ... Brief History of the SAP Enterprise ... 21
1.1 ... Getting Started: From RF to SAP R/3 ... 21
1.2 ... SAP from the Turn of the Millennium to the Present ... 24
2 ... How Does SAP Software Work? ... 27
2.1 ... What Is "Standard Software"? ... 27
2.2 ... Adapting the SAP System to an Enterprise ... 28
2.3 ... What If the Standard Is Not Sufficient? ... 30
2.4 ... Orientation Toward the Process ... 31
2.5 ... Real Time ... 32
2.6 ... Central Data-Decentralized Processing ... 32
3 ... Overview of the Most Critical SAP Products ... 35
3.1 ... Complete Package: SAP Business Suite ... 35
3.2 ... The Central Component: SAP ERP ... 36
... Accounting ... 38
... Human Resources ... 39
... Logistics ... 40
3.3 ... Maintaining Customer Relationships: SAP CRM ... 42
3.4 ... Optimizing Supplier Relationships: SAP SRM ... 43
3.5 ... The Entire Lifecycle of a Product: SAP PLM ... 44
3.6 ... For all Supply Chain Elements: SAP SCM ... 45
3.7 ... Industry Solutions ... 47
3.8 ... Special Software for Medium-Sized Enterprises ... 48
... SAP Business One ... 48
... SAP Business All-in-One ... 48
... SAP Business ByDesign ... 48
3.9 ... The Technical Basis: SAP NetWeaver ... 49
Part II ... Basic Principles of System Operation ... 53
4 ... Organizational Structures and Master Data ... 55
4.1 ... Organizational Structures ... 55
4.2 ... Master Data ... 62
4.3 ... Try It! ... 69
5 ... Logging on to the SAP System ... 71
5.1 ... SAP Logon ... 71
... Establishing a Connection to the SAP System ... 71
... Changing Connection Settings for the SAP System ... 73
5.2 ... Logging on for the First Time ... 75
5.3 ... Logging on to the System ... 77
5.4 ... The SAP User Interface ... 78
... Menu Bar ... 79
... Standard Toolbar ... 80
... Title Bar ... 81
... Command Field ... 82
... Status Bar ... 82
5.5 ... Logging off from the SAP System ... 83
5.6 ... Try It! ... 84
6 ... Navigating in the SAP System ... 87
6.1 ... Overview of the Navigation Options ... 87
6.2 ... Navigating via the SAP Easy Access Menu ... 89
6.3 ... Navigating via Transaction Codes ... 90
6.4 ... Entering Data in the SAP System ... 94
... Tab ... 95
... Screen Area ... 95
... Field ... 96
... Button ... 97
... Function Keys ... 97
... Checkbox ... 97
... Radio Button ... 98
... Dialog Window ... 98
6.5 ... Input Help ... 98
6.6 ... Working with Sessions ... 99
6.7 ... Try It! ... 102
7 ... Maintaining the System Layout and User Data ... 103
7.1 ... Creating Links on the Desktop ... 103
7.2 ... Maintaining Your Own User Data ... 104
7.3 ... Adapting the Local Layout ... 107
7.4 ... Creating Favorites ... 112
... Adding Transactions to the Favorites ... 112
... Adding Websites to the Favorites ... 114
... Adding Files or Programs to the Favorites ... 115
... Deleting Favorites ... 116
7.5 ... Prepopulating Parameters for Fields ... 116
7.6 ... Holding, Setting, and Deleting Data ... 120
7.7 ... Try It! ... 121
8 ... Creating Evaluations and Reports ... 123
8.1 ... Using Standard Reports in the SAP System ... 123
8.2 ... Finding Standard Reports ... 127
... Searching for Reports ... 127
... Calling Reports in the SAP Easy Access Menu ... 129
8.3 ... Exporting Lists to Microsoft Excel ... 129
8.4 ... Using Variants ... 131
8.5 ... Other Reporting Options in SAP ERP ... 133
8.6 ... Try It! ... 134
9 ... Printing ... 135
9.1 ... Overview of the Print Functions ... 135
9.2 ... Using Spool Requests ... 137
9.3 ... Changing the Default Printer ... 141
9.4 ... Creating Screenshots ... 143
9.5 ... Try It! ... 144
10 ... Automating Tasks ... 145
10.1 ... Background Jobs ... 145
10.2 ... Batch Processing (Batch Input) ... 156
... Creating Batch Input Sessions ... 156
... Processing Batch Input Sessions ... 160
10.3 ... Try It! ... 162
11 ... Working with Messages and Business Workplace ... 163
11.1 ... Overview of the Business Workplace ... 163
11.2 ... Sending Short Messages ... 165
11.3 ... SAP Business Workflow ... 168
11.4 ... Folders ... 169
11.5 ... Office Organization ... 170
... Setting Up Auto Reply ... 170
... Managing Appointments ... 171
11.6 ... Try It! ... 172
12 ... Using Help Functions ... 173
12.1 ... Field Helps and Search Windows ... 173
... Help via the F1 and F4 Function Keys ... 173
... Search Windows ... 175
12.2 ... The Help Menu ... 176
... Application Help ... 177
... SAP Library ... 177
... Glossary ... 178
... Release Notes ... 179
... SAP Service Marketplace ... 179
... Creating Support Messages ... 180
12.3 ... Customizing the Help ... 181
12.4 ... Try It! ... 182
13 ... The Role and Authorization Concept ... 185
13.1 ... Authorizations ... 185
13.2 ... Roles ... 186
13.3 ... Try It! ... 189
Part III ... The Most Critical SAP Components ... 191
14 ... Materials Management ... 193
14.1 ... Materials Management Task Areas ... 193
14.2 ... Organizational Structures ... 197
14.3 ... Master Data ... 198
... Material Master ... 198
... Vendor Master ... 204
... Purchasing Information Record ... 207
14.4 ... Purchase Order ... 210
14.5 ... Inventory Management ... 212
14.6 ... Invoice Verification ... 216
14.7 ... Evaluations ... 220
15 ... Sales and Distribution ... 221
15.1 ... Sales and Distribution Task Areas ... 221
15.2 ... Organizational Structures ... 224
15.3 ... Master Data ... 225
... Creating Customer Master Records ... 225
... Creating a Material Master Record ... 227
... Creating Condition Master Records ... 230
15.4 ... Sales Order Processing ... 231
... Entering Sales Orders ... 232
... Creating Deliveries ... 233
... Invoicing ... 235
15.5 ... Availability Check ... 236
15.6 ... Complaint Processing (Returns) ... 238
15.7 ... Evaluations ... 240
16 ... Financial Accounting ... 243
16.1 ... Financial Accounting Tasks ... 243
16.2 ... Organizational Structures in Financial Accounting ... 247
16.3 ... General Ledger Accounting ... 248
16.4 ... Accounts Payable Accounting ... 252
16.5 ... Accounts Receivable Accounting ... 264
16.6 ... Evaluations ... 270
17 ... Controlling ... 273
17.1 ... Task Areas in Controlling ... 273
17.2 ... Organizational Structures ... 278
17.3 ... Overhead Cost Controlling ... 279
17.4 ... Product Cost Controlling ... 285
17.5 ... Profitability Analysis ... 289
18 ... Human Resources ... 295
18.1 ... Tasks in SAP Human Resources ... 295
18.2 ... Organizational Management ... 297
18.3 ... Recruitment ... 300
18.4 ... Personnel Administration ... 303
18.5 ... Talent Management ... 308
18.6 ... Time Management ... 309
18.7 ... Payroll ... 311
18.8 ... Standard Reporting ... 314
19 ... Case Study ... 317
19.1 ... The Sample Business ... 318
19.2 ... The Enterprise Structure ... 319
19.3 ... Creating Material Master Records ... 320
19.4 ... Creating Vendor Master Records ... 321
19.5 ... Creating Purchasing Info Records ... 322
19.6 ... Creating a Purchase Order ... 324
19.7 ... Receiving Goods ... 325
19.8 ... Verifying an Invoice ... 327
19.9 ... Displaying Open Items (Optional) ... 328
19.10 ... Posting Outgoing Payments ... 329
19.11 ... Creating a Customer Master ... 331
19.12 ... Add Sales Data to the Material Master Record ... 332
19.13 ... Creating Conditions ... 333
19.14 ... Creating a Standard Order ... 333
19.15 ... Delivering and Issuing Goods ... 335
19.16 ... Creating an Invoice ... 336
19.17 ... Posting Incoming Payments ... 337
19.18 ... Creating a Profitability Report (Optional) ... 339
19.19 ... Creating a Telephone Directory (Optional) ... 340
Part IV ... Appendix ... 341
A ... Abbreviations ... 343
B ... Glossary ... 347
C ... Menu Paths and Transaction Codes ... 357
... General ... 357
... Materials Management ... 357
... Sales and Distribution ... 359
... Financial Accounting ... 361
... Controlling ... 363
... Human Resources ... 365
D ... Buttons, Key Combinations, and Function Keys ... 369
... Key Combinations ... 369
... Function Keys ... 370
... Buttons ... 370
... Standard Toolbar ... 370
... General Functions ... 371
... F4 Help ... 373
... Reports ... 373
E ... Bibliography ... 375
... Index ... 377
