Sap Basic Nav
Sap Basic Nav
Tutorial
Basic Navigation
SAP Log On
In order to be able to log into the SAP system you should have the following icon on your
desktop. If you do not have it and need access to the SAP system, you should contact the
WCU Help Desk (x3350) to load the SAP GUI (Graphical User Interface) on your
computer.
Clicking on this desktop icon will cause the following pop-up window to appear:
To enter the production (real live data) environment, highlight the PRD [SSHE-PRD]
line; then double-click or click the Log On button. The following window will then
appear:
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Enter your User ID and Password in the appropriate named fields. All WCU user ID's
will start with 75. When entering your password type directly over the asterisks, you do
not have to delete them.
Then click the green Checkmark
or hit enter.
The first time you logon to the system you will immediately be prompted for a new
password. Passwords must be 7 characters long, they cannot begin with the first 3 digits
of your User ID, and they must be changed every 30 days. When changing your
password, you may not use the last 5 passwords you utilized previously.
This will then take you to the following screen which is the first SAP window from
where you can navigate to the various SAP transactions.
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The purpose of this document is to familiarize you with some of the basic tools
and terminology utilized in navigating through the SAP system.
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Menu Bar
Screen Header
Standard Toolbar
Title Bar
Application Toolbar
Screen Body
Input Field
Status Bar
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To navigate a menu path, click on the desired option on the Menu Bar in order to view
more menu options for that module area.
STANDARD TOOLBAR
The standard toolbar, located just below the menu bar, contains buttons/icons for
performing common actions such as Save, Enter, Back, Exit, Cancel, etc. The toolbar
also contains the Command field (see white rectangular box in red circle below) where
transaction codes can be entered.
If you are in a particular transaction and want to proceed to the next transaction without
going back to the main menu, you can enter /n followed by the transaction code in the
command field, then click
.
The functions that can be performed with the toolbar will be dependent upon where you
are in a particular transaction. For example, notice in the toolbar that the Save icon
is
grayed out; you would not be able to Save in this instance. Other buttons may be
grayed out at any given time depending on where you are in a particular transaction
(i.e., what screen you are on).
A table summarizing the function of each button of the standard toolbar is presented on
the next page. In addition, these buttons/icons are explained in further detail later in this
course.
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Name
Function
Enter
Command field
Save
Back
Exit
Cancel
Find
Find next
First page
Previous page
Next page
Last page
Create session
Create shortcut
F1 Help
Layout menu
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When you can select multiple items, options are identified by checkboxes:
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DIALOG BOXES
The SAP System displays dialog boxes when it:
Before you can continue, you must choose an action from a dialog box. To choose an
action, choose one of the buttons at the bottom of the dialog box.
A sample dialog box is shown here:
When you end a task without saving your data, or you choose a function that may cause
you to lose data, the SAP System usually displays a dialog box in which you are asked to
confirm or cancel your action.
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If the screen you are working in contains any required input fields, you must enter data in
these input fields before you can proceed to the next screen or tab (if the screen is using
tabs).
Generally, if a screen has no required input fields, you can go to the next screen or tab
without entering data in any fields. Some screens, however, have required input fields
that are not identified. This situation can occur when
You enter data in an optional field that has required fields associated with it
You need to enter data in one of several input fields
For example; freight can be delivered by a specific day or week. Neither the
Day field nor the Week fields are identified as required input fields; however,
you must complete one of the fields (not both).
When you choose OK to proceed to another screen, if you have not completed all the
required input fields on a screen, the SAP System displays an error message in the status
bar. At the same time, it places the cursor in the required input field so that you can
make the necessary data entry.
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TABS
Tabs enable you to enter, display, and alternate between multiple screens. In transactions
containing multiple screens, they provide a clearer overview. In addition, tabs enable you
to proceed from one tab page to the next without having completed all the data. To
access a tab page, select the corresponding tab header.
In some cases, you must complete all required input fields on a tab page
before you can move to the next tab page.
In the case of longer tab strips, not all of the tabs appear on the screen. The
left and right arrows at the top of the tab strip allow you to scroll to all the
tabs.
If you choose the button at the right of the tab strip
, the system displays a
list of all the tabs on the tab strip. If you select a tab from this list, the selected
tab page moves to the foreground.
Tabs are arranged in order of importance or in the process order of the
transaction.
Tab headers can contain text, icons, or both.
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Each transaction can have multiple levels. The lowest level is indicated by the cube
symbol. Double clicking the lowest level will take you to that transaction.
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After entering a transaction code, hit <Enter> or click the Green Checkmark to proceed to
the transaction.
NOTE: If you are already in a particular transaction and want to proceed to the next
transaction without going back to the main menu, you can enter /n followed by the
subsequent transaction code in the command field, then click
.
NAVIGATION ARROWS
The navigation options in the SAP R/3 System are intended to give the user as much
freedom as possible when moving between screens and tasks. To support this, a number
of standard functions (such as "Back", "Exit", and "Cancel") are offered.
Note the green checkmark and colored arrows on the following screen (green, yellow and
red).
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Green Arrow
This icon is used as the BACK key. It is typically used to go back to the previous screen
or menu level.
Yellow Arrow
This icon is used as the EXIT key. It is used when you want to exit the current menu level
or system task without saving the data.
Red X
This icon is used as the CANCEL key. It is used when you want to cancel the data you
entered in the current system task.
PAGING
You can use the four paging buttons to move through a long list or report.
To move:
A page up: click on the single up arrow
A page down: click on the single down arrow
To the first page: click on the up double arrows
To the last page: click on the down double arrows
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CREATING A FAVORITE
A favorite is just like a bookmark in a Browser, which enables you to reach a transaction
without using a menu path or typing in a transaction code. You can add multiple,
frequently used, transactions to your list of favorites so that you can reach your
destination quickly without having to remember either the menu path or the transaction
code.
To add a favorite:
Navigate to the transaction code that you want to add to your favorites and highlight
it by clicking on it once
Click on Favorites on the menu bar
Click on Add
You may also click and drag the transaction into your favorites.
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STATUS BAR
The Status Bar is located at the bottom of the SAP screen. It displays important system
messages, such as errors and completion of transactions, as well as other session
information. The example below shows the message generated by the system when a
requisition was saved:
The message on the left hand side indicates that the requisition was created and what
document number it was assigned.
The information on the right hand side of the status bar indicates the transaction code
currently being used, the name of the server, and whether you are in overwrite keyboard
mode (OVR) or insert keyboard mode (INS).
To change what information is displayed, click on the drop-down arrow (circled above)
to open the selection list dialog.
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After clicking the search button (or pressing F4), a pop-up window similar to the example
below, will be displayed. This window provides options for conducting your search.
Often, there are several tabs available, which give different search options.
Note the three buttons in the upper right corner. The left arrow will bring the previous
tab to the front, the right arrow brings the next tab to the front, and the selection list
displays a listing of all available tabs and allows you to choose which to bring to the
front.
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Once you have chosen the tab that corresponds to your desired search method, enter data
in the fields to limit your search. You may complete all, some, or none of the fields. If
no fields have been completed, the entire list of possible selections will be returned. In
the example below, only vendors with a West Chester address will be returned.
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Sample search results are shown below. When the desired item is located, double-click
it. Or highlight it by clicking on it once and then clicking the green check mark
. If
you are not satisfied with the search results, click the blue X
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The result of either of the two methods above will be the entry field being populated with
the selected data.
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This will return all vendors whose zip code begins with those digits.
The wild card can be added at the beginning, middle, or end of your search term. You
can also use multiple wild cards within a search term.
To sort the result set, just click on the column heading a small red triangle will indicate
that the column has been sorted.
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2. Click the customize local layout button, then click options on the drop down
menu:
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3. Click the drop down arrow in the theme box and select Enjoy Theme
4. Click OK and close out of SAP. The next time you log-in, the layout will revert
back to the old appearance.
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NOTES: