SAP Introduction

SAP Introduction

Logging In

SAP Easy Access Window

General Screen Layout

TRANSACTIONWORK AREA

SYSTEM MENUSSYSTEM TOOLBAR

TRANSACTION NAME

TRANSACTION TOOLBAR

STATUS BAR

Status Bar

System Messages System Information

Field Help – Using F1 and F4

Customer

Company code

1000

1000 IDES

Becker Berlin

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

Procedure When creating a customer master record, the user either enters the account number of the customer or has the system determine the number when the record is saved, depending on the type of number

assignment used..

Application help Technical info

F1 F4

Possible Entries

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

Important Stuff

Enter, used to post transactionsAnother Enter button, used to complete a field or screenBackExit/LogoffCancel entry in a fieldStatus Bar – error messages appear here

– ! means warning, just click green check once more– x means error, you must fix to go on

F1 for description of fields/windowsF4 for a way to look up values

Company Complexity/System Complexity

• More complex businesses need more complex systems

• More complex capabilities– Request for quotes / automatic PO generation

• More complex account structures– Many companies and charts of accounts

• More complex controls– Roles, workflows

• More complex everything– Pick lists

• In short – ERPs were NOT made to be functional for classroom purposes!

People, Roles, Business Scenarios, Components

e-Pro

curem

ent

Create Purchase Requisition

Execute Purchase

Approve PurchaseRequisition

People perform Roles to participate in Business Scenarios implemented by ComponentsPeople perform Roles to participate in Business Scenarios implemented by Components

Employee Service Rep.

Employee Service Rep. Manager

Employee Professional

Purchaser

SAP BBP

Partner Product Catalog

EnterpriseBuyer Professional

Logistics

Marketplace Portal at www.mySAP.com

KarenKaren

SusanSusan

JohnJohn

• An individual’s view of SAP (menus, access) is determined by their role – Roles are predetermined, but can be modified by the company.

SAP Component Abbreviations

• SD – Sales and Distribution

• MM – Materials Management

• PP – Production Planning

• FI – Financial Accounting

• CO – Controlling

SAP

EnterpriseEnterprise

WarehousesWarehouses

DepartmentDepartment DivisionDivision BusinessArea

BusinessArea

Client

CompanyCode

Plant

StorageLocations

SalesOrganization

Division

CompanyCompany SubsidiarySubsidiary

SalesOrganization

SalesOrganization

FactoryFactory

Organizational Structure - Terminology

Material Management Organizational Structure

StorageLocation

Plant

PurchasingOrganization

Company

Client 401

USA Germany

N. America Europe

New York California

Receiving Warehouse

Hamburg

Receiving Warehouse

Plant Plant

DivisionDivision

DistributionChannel

DistributionChannelStorage Location Storage Location

Sales OrganizationSales Organization

Sales Area

Warehouse

Client

Company Code

Shipping Point

Organizational Elements relating to Sales and Distribution

Data in SAP

• Master Data –Resources (Material Master) and Agents (Customer and Vendor Master)

• Transaction Data – Events• Outputs (information processes)• Reports (hard copy information processes;

data comes directly from transaction database or from data warehouse)

• Workflow

Master Data(Customer Master Data)

General Data(cross-enterprise)

Sales Data(only sales-

relevant data)Financial

AccountingData

(only relevant for company code)

Master Data - Customer Master

Engineering/Engineering/DesignDesign

Engineering/Engineering/DesignDesign

MaterialsMaterialsPlanningPlanningMaterialsMaterialsPlanningPlanning

Stock in Stock in Plant/StoragePlant/Storage

Stock in Stock in Plant/StoragePlant/Storage

PurchasingPurchasingPurchasingPurchasing

FinancialFinancialAccountingAccountingFinancialFinancial

AccountingAccounting

StorageStorageStorageStorage

CostingCostingCostingCosting

WorkWorkschedulingscheduling

WorkWorkschedulingscheduling

ForecastingForecastingForecastingForecasting

SalesSalesSalesSales

ClassificationClassificationClassificationClassification

WarehouseWarehousemanagementmanagementWarehouseWarehouse

managementmanagement

AA BBXX XX

Views of the Material Master Record

Material Master Record Definition:

The material master is a central data object in the SAP SAP System.

It represents raw materials,

supplies,expendables,

semi-finished goods, products,

production resources and tools

Material Master Record Definition:

The material master is a central data object in the SAP SAP System.

It represents raw materials,

supplies,expendables,

semi-finished goods, products,

production resources and tools

Master Data - Material Master

MaterialMaster

MaterialMaster

CustomerMaster

CustomerMaster

Ordering Party 1xxx

Company CodeCompany Code

SalesOrganization

SalesOrganization

DivisionDivision

PlantPlant

StorageLocationStorageLocation

Sales Document

Item

10

20

Material

HD-1300

P-103

Quantity

1

2

DistributionChannel

DistributionChannel

Transactions

• Draw as much information as possible from master data to avoid re-entry; prices, default locations, default company codes

• Associate with appropriate organizational elements

Transaction Use of Master Data

• Journal accounts for a sales may come from– Default for the customer– Default for the item being ordered– Default for the sales organization where the

sale is made– Default for the plant where the goods are

being shipped from

Messages

Time

Message type

Printer Telefax e-mail EDIOnline(screen output)

.............................. .............................. ..............................

. . . . . . . . . . . . . . . . . . . . . . . .

Immediately(creating orders)

On request(printing activity)

With next selection runor at a specified time

(scheduling)

.............................. .............................. ..............................

. . . . . . . . . . . . . . . . . . . . . . . .

.............................. .............................. ..............................

. . . . . . . . . . . . . . . . . . . . . . . .

.............................. .............................. ..............................

. . . . . . . . . . . . . . . . . . . . . . . .

.............................. .............................. ..............................

. . . . . . . . . . . . . . . . . . . . . . . .

.............................. .............................. ..............................

. . . . . . . . . . . . . . . . . . . . . . . .

.............................. .............................. ..............................

. . . . . . . . . . . . . . . . . . . . . . . .

Output - Message Types

Reporting

• Data can come from transactions• Business Warehouse/Executive Information

System – stores aggregated data for easy reporting

SAP

Documents DATA STORED IN TABLES IN SAP

Executive Information

System

Business Warehouse

SAP BW

Information Systems

(LIS, HIS, …)

PUSH

SAP

PULL

Report on Online Transactions PULL

OUTPUT OUTPUT OUTPUT

OUTPUT

Employee

Leave Form created

Leave Formprocessed

Leave Formprocessed

Dates approved

Formapproved

Formapproved

Dates notapproved

Formchanged

Formchanged

Formrejected Form

rejected

Workflow completed

Employee

Flow

Decision

Decision

Supervisor

e-mail

Workflow