SAP ERP Agenda

Introduction to SAP

SAP University Alliances

SAP Architecture
Author Stefan Weidner
Introduction to SAP SAP ERP Core Applications
Babett Koch
Chris Bernhardt Concepts
Product - Organizational Units
SAP ERP 6.08
- Master Data
Level - Transaction Data
Beginner

Focus Documents
Cross-functional integration
SD, MM, PP, FI, CO,
HCM, W M, PS, EAM, CS

Version
3.0

Last Update
July 2016

Page 2
SAP SE

SAP ERP Who is SAP? SAP ERP SAP Portfolio Strength

SAP SE World-wide usage

- Founded in Walldorf, Germany in 1972
Designed to satisfy the information needs for all business sizes
- (small local to large all international)
- -largest Independent Software Provider - Multi-lingual
Company Statistics - Multi-currency
- Over 65,000 employees in more then 75 countries - Multi-balance (parallel G/L Accounting)
- 232,000+ customers in more then 180 countries Designed to satisfy the information needs for all industries, e.g.
- 200,000+ installations - Automotive
- 2,500+ Business Partners - Banking
- Retail
Source: SAP SE website
- Public Sector
- Higher Education and Research etc.

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SAP ERP SAP Enterprise Resource Planning (SAP ERP) SAP ERP Agenda

Enables a company to support and optimize its business Introduction to SAP

processes
SAP Architecture
Ties together disparate business functions (integrated business
SAP ERP Core Applications
solution) such as
- Concepts
- - Organizational Units
- Human Resources etc. - Master Data
- Transaction Data/
Helps the organization run smoothly
Documents
Real-time environment
Scalable and flexible

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SAP ERP SAP Architecture SAP ERP SAP Business Suite

Client/Server Environment
- Client hardware/software environment that can make a request for
services for a central repository of resources
- Server hardware/software combination that can provide services to a
group of clients in a controlled environment SAP PLM

Three Tier Structure SAP SAP

SAP ERP
- User Interface SRM CRM

Graphical User Interface or Web Interface

- Application Server
SAP SCM
One or more, help distribute work load
- Database Server
One single data repository SAP NetWeaver

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SAP ERP SAP Enhancement Packages SAP ERP SAP Net Weaver

Optionally installed and activated Software Innovations for SAP ERP 6.0 Integration Layers of SAP
SAP NetWeaverTM
Software Innovations are NetWeaver are:
PEOPLE INTEGRATION

UI simplifications Multi-Channel Access - People Integration

Functional Enhancements Portal Collaboration - Information Integration
- Process Integration

Composite Application Framework

Enterprise Services INFORMATION INTEGRATION
- SAP Enhancement Packages are built on different Enhancement Packages Business Knowledge - Application Platform

Lifecycle Management
Intelligence Management
- Are no Support Packages Master Data Management

PROCESS INTEGRATION
Business
Integration
SAP ERP 6.0 Process
Broker
Management

SAP NetWeaver APPLICATION PLATFORM

J2EE ABAP
BUSINESS SUITE
DB and OS Abstraction

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SAP ERP Agenda SAP ERP SAP ERP Business Modules

Introduction to SAP Collections of logically related transactions within identifiable

business functions
SAP Architecture
-
SAP ERP Core Applications -
Concepts -
- Organizational Units -
- Master Data -
- Transaction Data -
-
Documents
-

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SAP ERP SAP ERP Core Applications SAP ERP Agenda

Logistics Human Capital Management Introduction to SAP

- Sales & Distribution - Personnel Management
SAP Architecture
- Materials Management - Benefits
- Production Planning - Payroll SAP ERP Core Applications
- Plant Maintenance Concepts
- Quality Management - Organizational Units
Finance - Master Data
- Financial Accounting - Transaction Data
- Managerial Accounting Documents
- Asset Management
- Treasury

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SAP ERP Data Types in ERP Systems SAP ERP Data Types in ERP Systems

? ? ? Organizational Data Master Data Transaction Data

Company Code Person Purchase Order
Plant Material Invoice
Storage Location Customer Quotation
Distribution Channel Vendor Sales Order
Purchase Organization Condition Transportation Order

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SAP ERP Organizational Data SAP ERP Organizational Unit

Define the enterprise structure by means of legal or respectively business SAP Terminology:
usage
Enterprise Client
Task is to adopt some functions inside of an enterprise and execute them
Juridical entities, plants, storage locations, sales organizations, profit
center Company Code
Company Subsidiary
Examples:
- Client
Plant Plant
Highest organizational unit
Represents the enterprise which consists out of several parts Sales Organization Sales Organization
- Company Code Sales
Organization
Represents judicial entities in an enterprise
Central organizational unit in external accounting
- Sales organization
Department Division Business Area
Division
An organizational unit that executes the sale and distribution of products
and offers services Storage Location Storage
Location

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SAP ERP Master Data SAP ERP Example: Material Master - Views

Long term data that represent data sets mostly

Examples:
Sales Data
- Sales and Distribution:
Customer Master General Data Purchasing Data
Material Master
Condition Master Mat. Plan. Data

Material Master Forecast Data

Storage Data

Legal Control Data Quality Data

Accounting Data

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SAP ERP Example: Material Master SAP ERP Transaction Data

Process related data that is short-

lived and dedicated to certain
General Data apply for the whole company: master data

Name Master data of a vendor can be

Distribution Specific Information:
Sales Organization A
Sales Organization B
Weight assigned to transaction data that
Client XXX Unit of Measure concern the sales volume
development
Include:
- Organizational level
Storage Location Specific Information: - Master data
- - Situational data
Delivering
Plant Stock Quantity Example: customer order
Loading Group Storage Location 1 - Organizational level : client,
company code, sales organization
- Master data: customer master,
material master
Storage Location 2
- Situational data: date, time, person,
amount

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SAP ERP Agenda SAP ERP Documents

Introduction to SAP Data sets that are generated if a business transaction was
executed
SAP Architecture
Is a record of the business transaction
SAP ERP Core Applications
Includes all relevant predefined information from the master data
Concepts
and organizational entities
- Organizational Units
- Master Data Example:
- Transaction Data - Sales Document
- Purchasing Document
Documents
- Material Document
- Accounting Document

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SAP ERP Document Flow

The document flow as well as the order status allow the setting of
the status at any point in time
SAP University Alliances
SAP revises the status at every time a change in a document takes Author Stefan Weidner
place Navigation

Product
SAP ERP 6.08
Global Bike

Level
Beginner

Focus
Navigation SAP ERP

Version
3.0

Last Update
July 2016

Page 25
SAP SE

SAP ERP Content SAP ERP Learning Targets

User guidance At the end of this chapter you can

User specific settings name the window elements,
Navigation in SAP Easy Access Menu navigate in a SAP system,
Help apply personal system settings,
effectively use help.

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SAP ERP Log on to an SAP system SAP ERP SAP Easy Access Menu

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SAP ERP SAP Easy Access Menu (cont.) SAP ERP New Design

Header data

Position
overview

Position
details

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SAP ERP Help Functions SAP ERP SAP Help Portal

F1: Description of input fields

F4: Value list

http://help.sap.com

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SAP ERP Favorites SAP ERP Transaction Codes

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SAP ERP Transaction SEARCH_SAP_MENU SAP ERP User Profile Settings (local PC)

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SAP ERP User Profile Settings (SAP system) SAP ERP Desktop Shortcut

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 CASE STUDY CASE STUDY

Step 1: Logging On

Task Log on to the system. Time 10 Min.

Short Description Use the SAP GUI to log on to the SAP system.

Navigation in SAP Systems Find and double-click on the icon depicted on the left side of this
page that you can find on your desktop. If it is not there, choose
SAP Logon

Start All Programs SAP Front End SAP Logon

Introduction to Navigation in SAP solutions on the basis of SAP ERP

A dialog box similar to the one shown below appears. Select the SAP system
specified by your lecturer and choose Log on or Enter.

Product MOTIVATION LEARNING METHOD

SAP ERP 6.08 This material explains how to
Global Bike navigate in SAP systems. It is
aimed at students at universities,
Level universities of applied sciences
Beginner and other educational institutions
with no previous experience of
Focus SAP software. It can be used in
the class or for self-study.
Navigation
After completion of the course,
Authors
students will be able to navigate
Babett Koch through the user interface to work
Stefan Weidner on business processes and case
studies on their own.
Version
Furthermore, this material serves
3.0 as a reference for occasional users
of SAP systems.
Last Update
July 2016
The learning method used is guided
learning. This is a suitable method
because navigating in SAP systems
is a fundamental skill but also very
complex.
The benefit of this method is that
knowledge is imparted quickly.
Students also acquire practical skills
and competencies. Similar to a case
study, this method explains a
process or procedure in detail.
By using exercises at the end of each
part, students can put their
knowledge into practice and gain a
sustainable understanding of the
underlying processes.
The logon screen appears. The system requests the client, your user,
password, and preferred language.

SAP SE
SAP SE Page 2
 CASE STUDY CASE STUDY

Client: _ _ _
User: _ _ _ _ _ _ _
Password: _ _ _ _ _ _ _
Logon Language: _ _

The first time you log on you will see a copyright note. Confirm it with or
Enter.

Before you log on, you need to know the definition of the term client.

SAP systems are client systems. With the client concept several separate
companies can be managed in one system at the same time.
Clients are the highest organizational level in the system. In business terms,
each client can represent a group of companies, a company, or a firm Client
regardless of the size of the organization. The initial screen with the SAP Easy Access Menu appears.

In commercial, organizational and technical terms, a client is therefore a self-

contained unit with separate master records and its own set of tables. In SAP
systems, different clients are identified by their client numbers.
Logon screen
Use the client number given by your instructor. For you to be able to log on
as a user, a user master record must be created for you in the relevant client.
For reasons of access protection, you must enter a password when you log
on. Your password entry is case-sensitive.
SAP systems are multilingual. Choose the language for your session in the
Language field. Then choose or Enter.

Enter the user name, the initial password and the logon language given by
your lecturer.
When you log on for the first time, a dialog box appears in which you enter
your new individual password twice.
Client: _ _ _
User: GBI-###
Password: gbiinit log on

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Step 2: Initial Screen Application Toolbar Application Toolbar

Task Get familiar with the SAP system screen. Time 10 Min.
The application toolbar contains icons and buttons applicable to the
Short Description Identify and familiarize with each element of the SAP transaction you are currently using.
system screen.
SAP Easy Access Menu SAP Easy Access Menu

This is the initial screen as described in more detail below. The SAP system displays the SAP Easy Access menu on the start screen as
standard. It enables you to navigate in the system using a clear tree structure.
Initial screen
Click on the small arrows to expand the menu tree. The menu tree is specific
to your role (business function in the company).

Menu Bar Menu Bar

The displayed menus depend on the action/transaction in the SAP system

except for the system and help menu. This dependency is described as
context sensitive.

Standard Toolbar Standard Toolbar

Icons in the standard toolbar are available on all screens. Icons that you
cannot use in the current application are grayed out. By pausing the cursor
above an icon, a quick info text appears.

Title Bar Title Bar

The title bar displays the name of the transaction you are currently using. It
is located on every primary window and dialog window under the standard
toolbar and above the application toolbar.

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 CASE STUDY CASE STUDY

Exercise Step 3: Customize Local Layout

Open the following tree structure!

Task Use the menu to change user-specific settings. Time 10 Min.

Click the button Customize Local Layout and select Options. Local Layout

Within the new screen, expand Interaction Design and select Visualization 1.
Activate the checkbox for Show key within dropdown lists.
Exercise 1

1.1 What is the difference between the transactions Display Current and
Display at Key Date?
.
.
.

Status Bar Status Bar

The status bar shows information about the current system status as well as
warning and error messages.

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 CASE STUDY CASE STUDY

You can adjust warnings to not only show up within the status bar but within Step 4: Favorites
pop-ups as well. To do so, select the point Notifications and activate the
respective checkboxes for showing success, warning and error messages in a
dialog box. Task Create personal favorites. Time 10 Min.
Short Description Create your own favorites in SAP GUI and add objects to
them.

If you frequently use a transaction, you can use drag&drop to add it to your Other objects
favorites (or choose Favorites Add). You can then double-click it to run it
without having to navigate through the SAP Easy Access menu. Furthermore
you can add folders, reports, files and web addresses as favorites.

By clicking Favorites with the right mouse button, you can create your own
hierarchical folder structure.
You can add any link to your favorites, to do so click Favorites with the
secondary mouse button. Choose Add other objects then Web Address or
File. In the dialog box, enter a name and the URL shown below. To confirm
choose .

Press Ok to save your changes.

Exercise 2

Create/Expand your own favorites menu.

2.1 Add the SAP Help Portal using the URL help.sap.com.
2.2 Add the following transaction as a favorite:
Logistics Sales and Distribution Sales Order Display

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 CASE STUDY CASE STUDY

Step 5: Transaction Codes

Task Get familiar with SAP transaction codes Time 10 Min.

Short description Learn how to effectively make use of SAP transaction
codes and parameters.

There are several possibilities to call up transactions in the SAP system. Transaction Concept

The quickest way to run a transaction in the SAP system is to enter the Transaction Code
transaction code. Every transaction has a code, which generally has four
characters.

SAP Easy Access Menu SAP Easy Access Menu

By navigating through the SAP Easy Access Menu and using path structures Note: The command field in which transaction codes are entered can be
you get to the transactions. Then double-click on the transaction to run it.
found on the upper left. By clicking the small triangle you set it to
visible/invisible.

You can use various control parameters to influence what happens to the
session when you call a transaction.

/n Exits the current transaction /n

/i Closes the current session /i

/o Opens a new session /o

Exercise 3
Transaction Code Transaction Code

Every business transaction (not every screen) has a corresponding 3.1 Which business function is displayed with the transaction code VA03?
transaction code in SAP. To display transaction codes choose Extras .
Settings and select Display technical names.
3.2 Which business function describes the menu path Logistics Sales and
Distribution Master Data Business Partner Customer Display
Complete ?
.
3.3 What is the difference between the transactions VD03 and XD03?
.
.
.

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 CASE STUDY CASE STUDY

3.4 Which business processes describe the following transaction codes? .

XK01: . .
MM02: . 4.2 Why is the icon (Save) grayed out in the initial screen?
ME23N: . .
.
When leaving a transaction using , or you may be confronted with
this displayed dialog window. Be sure that no unsaved data is displayed in .
the current session. Then choose yes.
4.3 Which of the following icons can create a new session?

4.4 How many sessions can be open in the system in parallel? (Tipp Click
on the corresponding icon until the system does not create another
session.)
.

User specific settings 4.5 To close a session, choose the icon in the Standard Toolbar or go to

Using the command field enter transaction SU3 and switch to the Defaults the entry System End Session in the menu list.
tab. In this tab, general settings like Logon Language, Decimal Notation and What is the difference between the icons and ?
Date Format can be determined for your user.
.
Please choose EN (English) for Logon Language, 1,234,567.89 for Decimal
Notation and MM/DD/JJJJ as Date Format. .

Save your entries using .

Exercise 4 For the following exercise switch to transaction VA03, to do so

leave the current transaction by using .

4.1 Which meanings have the following symbols in the Standard Toolbar?
(Tipp By pausing the cursor over an icon, a help text is depicted. If there
is no help text for each icon you simply have to go into a transaction.)
.

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Step 6: Help

Task Get familiar with SAPs help functions. Time 10 Min.

Short Description Get familiar with help functions in SAP systems. Use the
F1 and F4 help as well as the SAP Help Portal. Exercise 5

5.1 Call up transaction VA01 and select the field Distribution Channel.
Several types of help are available in the SAP system. The most frequently F1 and F4 help
used ones are the F1 and F4 keys. Press the F1-button.
What is a distribution channel (in a few keywords)?

5.2 Close the window with definition of the Distribution Channel. Stay in
transaction VA01. Click the field Order Type and press F4. What do the
order types SO and OR stand for?
SO
OR
5.3 What is the difference between these two types of orders?

F1 provides you with explanations for fields, menus, functions, and F1

messages. In the F1 help, you can choose to get technical information.

F4 gives you information and possible entries. You can also use the F4 help F4

by choosing directly to the right of a selected field.

Further help can be found in the help menu. Choose Application Help for
context-sensitive help on the transaction you are currently using. Choose
SAP Library to open the online SAP Library. You can also access it on the
Internet at help.sap.com.

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 CASE STUDY CASE STUDY

Step 7: Multiple Selection

Task Understand and perform multiple selection. Time 10 Min.

Short description Understand and perform multiple selection in SAP GUI
and get to know useful hints about it.

Choose transaction MMBE to get to the Stock Overview Screen. Display the
stock from the plants in Dallas and Miami.

Please assure, that when you enter the two plants in the overview as shown
below, you will not get the correct result.

As you will see in the following screen, the plant in Heidelberg was chosen
as well. This is due to the fact that the SAP system displays all plants which
range alphabetically between DL00 and MI00.

Therefore click to return to the last screen. Select the black Deluxe
DXTR1000
Touring Bike (DXTR1000) and click afterwards.

Choose multiple selection . Then choose the plants you

want to display and press Enter. Afterwards select Execute .

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Step 8: Working at GBI Step 9: Logging Off

Task Display GBI information in SAP GUI. Time 15 Min. Task Log off the system. Time 5 Min.
Short Description Navigate through the SAP system to display the most Short Description Log off the SAP system.
important information of your enterprise in GBI.

Choose System Log off to end the current session. The confirmation Log Off
Exercise 6 prompt shown on the right informs you that unsaved data will be lost. Once
6.1 How many black Deluxe Touring Bikes do you have in stock? you are certain that you have saved all entries, you can confirm the prompt
by choosing Yes.
(Tip Therefore use transaction MMBE.)

6.2 Which customers can be identified in GBI?

Follow the menu path: Logistics Sales and Distribution Master
Data Business Partner Customer Display Complete
(Hint Click on the field Customer and press F4. Then enter your
Company Code (DE00).
6.3 What is a debitor?

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 SAP ERP Unit Overview

Global Bike Group

SAP University Alliances

Organizational Structure
Authors Simha Magal
Stefan Weidner Global Bike Products
Jeff Word
Business Partners
Product Business Processes
SAP ERP 6.08

Level
Beginner

Focus
Basic concepts

Version
3.0

Last Update
July 2016

Page 2
SAP SE

SAP ERP Global Bike Group SAP ERP Global Bike Group

Background: Strategy:
- Global concern using full ERP capabilities - John and Peter are Co-CEOs
- Consists of two companies located in the US and in Germany - John is responsible for (in terms of reporting)
Sales, Marketing, Service and Support, IT, Finance, and Human
History: Resources
- John Davis won numerous mountain bike championships in the US sells products and brings in money
- In 1990, started his own mountain bike company (Frankenstein Bikes) - Peter is responsible for
- Peter Schwarz grew up on road bikes in the Black Forest, Germany Research, Design, Procurement, and Manufacturing Groups
- As a student, he engineered ultra-light composite frames builds products and spends money
- In 1993, started his own bike frame company (Heidelberg - World-class bicycle company serving both the professional and
Composites) -road racing.
- Both met in 2000 - Focus on:
- In 2001, merged to form Global Bike Inc. Quality
Toughness
Performance

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 SAP ERP Organizational Structure (Overview) SAP ERP Organizational Structure (Human Resources)

Employees (US and Germany)

Global Bike Group Concern

Co-CEO John Davis

Co-CEO Peter Schwarz

Global Bike Inc. Global Bike Germany GmbH Companies

Dallas Miami San Diego Heidelberg Hamburg Locations

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SAP ERP Products SAP ERP Products

Trading Goods Raw Materials Semi-Finished Goods

- Accessories
Safety Gear
Other

Finished Goods
- Touring Bikes (Deluxe, Professional) in three colors
- Off-Road Bikes (Men, Women)

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SAP ERP Business Partners SAP ERP Business Partners

Customers (US and Germany) Vendors (US and Germany)

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SAP ERP Business Processes SAP ERP Cross-functional Integration

Sell Fulfillment
Buy Procurement
Make Production
Track Financial Accounting
Track Controlling
People Human Capital Management
Store Inventory and Warehouse Management
Maintain Enterprise Asset Management
Service Customer Service
Project Project Management

Source Unknown

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SAP ERP Process Integration (example) SAP ERP Process Integration (example)

Order-to-Cash Process Procure-to-Cash Process

- Sales and Distribution (SD) - Materials Management (MM)
- Materials Management (MM) - Financial Accounting (FI)
- Financial Accounting (FI)

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