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Getting Started: Contents

Unit Objectives

SAP R/3

Tools

Summary

Exercises

Solutions

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© SAP AG HR050 Human Resources 2-1


SAP AG

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Getting Started: Unit Objectives

Navigate within R/3

Identify commonly used tools

Describe when to use the common tools

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At the conclusion of this unit, you will be ableto:



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Introduction: Scenario

The IDES company makes a variety ofproducts and provides numerous services

IDES is implementing R/3

You are a member of the implementationteam

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You are an employee of IDES company. IDES is implementing R/3 and you are a member of the implementation team. Throughout this course, you will be using and testing R/3 functionality for IDES to ensure it effectively

handles your business processes.



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SAP R/3: Unit Objectives

Log on to R/3

Navigate within R/3

Create multiple sessions

Identify icons

Change user settings

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At the conclusion of this unit, you will be ableto:



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Logging on in the R/3 System

Client

User

Password

Language

Before you log on to the R/3 System, you need to know your client number, user name and password. If you prefer to work in a language other than the default, you also need to set the appropriate language indicator.

If the Client field already contains a client number, you can either accept this entry or overwrite it. Press the TAB key to place the cursor at the beginning of the User ID field. Enter your user name in the User ID field and press the TAB key to move the cursor to the Password field. Enter your password in the Password field. As you type in the password, the asterisks (*) remain in the field and only the cursor moves. As a security

measure, the system does not display what you type.



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R/3 Window

Accounting Human resourcesLogisticOffice

SAP R/3

??Dynamic menu

Information systems Tools System Help

CIP (1) (001)

Session Number

SystemNumber

EnterIcon

FunctionButtons

CommandField

WindowMenu

Title Bar

Menu Bar

FunctionIcons

Status Bar

hs 2135 OVR 04:27 PM

ApplicationToolbar

CustomizingDisplayOptions

Listings appearing on the menu bar are dependent on the menu you are in. The standard toolbar contains the buttons for performing common actions in the system. The application toolbar changes based on the screen you are on. The status bar identifies the system and displays messages. You can go directly to a transaction by typing its transaction code in the command field.

When on a screen, you can find out what its transaction code is by choosing System -> Status.



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The R/3 Menu

Master dataCreate

...

...

...

AccountingFinancial acctg.

...

...

...

Accts. rec.

...

...

...

Customer

Company code

Address

Control

Payment transactions

General data

2

1

3

The R/3 System has the following hierarchy: Main menu level Application level Task level

When you log on to the SAP R/3 System, the R/3 standard menu is displayed. From here, you can select the individual applications. Open a pull-down menu with the application menu by clicking on it. Menu options with an arrow have a sub-menu.

To branch to the menu level of the application, click on a menu option or choose sub-menus in the R/3 standard menu. You will find tasks on this menu level (for example: Create master data).

Click on the required task to branch to the initial screen for selecting your task objects.



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Working in Several Sessions

Session 4

Session 3Session 3

Session 2Session 2

Cost center

Cost acctg.

Valid from

Name

Description

Long text

Descriptions

Exec.Board

Executive Board cost center

X

Session 6

Session 5

Session 1

You can process several tasks in parallel by opening several sessions. From the menu, choose System -> Create session. The system opens a new window, in which you can process a new task independent of the first window.

Up to six sessions can be opened within a user logon. To activate a session placed in the background, click on it with the mouse. You can move the individual session windows on the screen by dragging. Be aware that you lock objects to other users when they are open. You can lock out others unnecessarily when

working with numerous sessions.



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The Icon Bar in the R/3 System

Enter

Save

Back

Exit

Cancel

Help

Execute

Find

Sort

Print

Change Display

Page??

The ENTER button moves you on to the next screen or window. It is the same as the Enter key. The SAVE button stores your work in the database. The BACK button returns to the previous screen without saving. The EXIT button leaves the current application, either to the previous application or to the main menu. The CANCEL button exits the current task without saving. The HELP button takes you to online help. The EXECUTE button begins a system activity. The FIND button performs a search for data that you need on the screen you are currently working on. The SORT buttons rearrange the data alphabetically by the highlighted column. The PRINT button prints data from the screen on which you are currently working. The CHANGE <-> DISPLAY button allows you to change from display mode to change mode and vice versa. The PAGE buttons move you to the next or previous page, or the first or last page.

For an overview of which function keys are active, press the right mouse button.



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User Profiles

Own data: allows you tochange your address,defaults, and parameters

Address: enables you toset your communicationinformation

Defaults: allows you tospecify your preferredprinter and date andnumber formats

Parameters: allows you toset default values infrequently used fields

Information systems Tools System

?? Create session

End session

User profile

Services

Utilities

List

Object services

Own spool requests

Own jobs

Short message

Status...

Log off

Hold data

Set data

Delete data

Application values

Own data

Favorite maint.

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The purpose of own data settings: User defaults change the default printer and date display. User parameters allow the user to default information into frequently used fields User address is customizable with your address, phone number, and other information.

You can choose settings that will expedite work; for example, change the default setting to specify the printer closest to your desk.

You can choose the date and number formats to those you prefer.



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Tools: Topic Objectives

Use various types of Help

Extended help

R/3 Library

Glossary

Release notes

Use the session manager

Describe how and when to use theBusiness Navigator

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At the conclusion of this topic, you will be ableto:



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Getting Help with the R/3 System

Accounting Human resourcesLogisticOffice

SAP R/3

??Dynamic menu

Information systems Tools System Help

Extended helpR/3 library Find...

Glossary Release notesGetting Started

Settings...

Help on help

There are many ways to access help within R/3. Getting Started is a good introduction to the basic concepts of the R/3 system, such as logging on and off,

using the R/3 System, working with several sessions etc. It describes common screens. It describes common actions.

Getting Started is part of the R/3 Library. It is in HTML format. It contains links to other help sections.

Release Notes explain what has changed between releases of R/3.



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SAP HTML Help Files

Contents SearchIndex

R/3 Library

SAP Help - R/3 Library

Hide Back Forward Home Print Options

BC - Basis

FI - Financial AccountingHR - Human ResourcesLO - LogisticsInformation

CA - Cross Application

R/3 Library

Most R/3 Help files are HTML files. R/3 Library is an online library of the entire R/3 documentation. You can search for the information you need

or drill down through applications. Extended Help brings you to specific help within the R/3 Library based on the screen you are on when you

invoke it. The Glossary defines technical terms used within R/3.



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Help on the Screen Fields

Company code

Comp. code Company name

0001 SAP AG Walldorf

0002 SAP Italia

0003 SAP Schweiz

F1F1F4F4

Field:

Definition:

Company code

The company code representsan independent accountingunit e.g. a company within acorporate group.

Choose

????

Extended help Technical info

For help on a field, place the cursor on the field and press [F1] or choose the help symbol - a question mark. You can access glossary information for terms highlighted in the help text. To do this, point to the term and click with the mouse or position the cursor and click the Link button. For further information on possible entries and the field definition, press the Possible field entries and

Technical info buttons on the help screen. Access a list of possible entry values or matchcodes to help you search for the data you require, by placing the

cursor on the entry field and pressing [F4] or choosing the down arrow at the end of the field. To transfer a value from the list of entry values to the entry field, place the cursor on the value and press the

Choose key, press [F2], or point and double-click the left mouse button.



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Session Manager

The SAP Session Manageris a tool for system logonand session control

It provides an easy way touse R/3 functions

You can manage your sessionsin one or more R/3 Systems andin different SAP clients

Access the sessionmanager throughcustomizing displayoptions

CustomizingDisplayOptions

OptionsClipboardGenerate GraphicsSession Manager Alt + F2Generate Shortcut...Response TimeDefault SizeHardcopyAbout...

If you use more than one SAP R/3 system at a time, you can use session manager to keep track of the different R/3 systems available and open. Typically, users are only authorized to run functions from their user menu.

Several types of menu are available: User menu Company menu SAP standard menu

You use the system tab to display and start functions and to manage your SAP sessions (windows). The SAP System tab contains a label identifying the SAP System and the client code, a control bar with icons

and logon information The R/3 System you selected is actually started as you call an SAP function. The Overview tab contains an overview of all sessions of all systems you are logged on to.

This tab displays all items of all session lists of your active SAP System tabs. You can delete sessions and create new sessions from the Overview tab. To do this, use the functions of the

pop-up menu by positioning the mouse pointer on an item and pressing the right mouse button.



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The Business Navigator provides apicture of functionality and integrationof SAP R/3

The Business Navigator can be used to:

Quickly analyze requirements and gaps

Efficiently implement the R/3 System

Continuously optimize business processes

Effectively create structured business processdocumentation

Improve training

The Business Navigator

SDSDMMMM

PPPP

QMQMPMPM

HRHR

FIFICOCO

AMAM

PSPSWFWF

ISIS

R/3Reference

Model

The business navigator provides a direct link into the transactions and documentation. It can provide a view of the process from various levels of detail.



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Basic Elements of Modeling

DefinitionSymbolName

Describes occurrence thatcauses an effect (e.g., customerinquiry about product price)

Event

Describes business task followingan event (e.g., entering an inquiry)

Function

Describes relationship andsequence of events and functions

Control flow

Shows connection betweenprocesses

Process path

Link events and functionsLogical operators XOR V

V

The business navigator provides a graphical view of the process in which you are working. Double clicking on an event provides a list of where that particular object is used and its attributes. Double clicking on a function takes you directly to that task on R/3.



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Logical AND Operator

V

V and

Cookie dough is ready for baking

Oven is turned on

Bake cookies

All events linked by anAND must have occurredto trigger the followingfunction

In this example, ”Cookie Dough is Ready for Baking” and ”Oven is Turned On” must have occurred to Bake Cookies

If you (or the system) have not completed both events, you are not able to continue. You may receive an error message telling you that a required field has not been completed.



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Logical XOR Operator

XOR

exclusive orCookies are

made

Make cookies from scratch

Make cookies from mix

XOR

One and only one of thefunctions linked by anExclusive Or Operatormust have occurred totrigger the event

In this example, either the ”Make Cookies from Mix” or the ”Make Cookies from Scratch” must have occurred to trigger ”Cookies are Made.”

If you enter one function in the system, it will not allow you the option of entering the alternate.



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V

V either/or

Take cookies from

oven

Cookies are burned

Cookies are good

One or more of thelinked events mustoccur to trigger thefollowing function

Logical OR Operator

In this example, either the ”Cookies are Good” or the ”Cookies are Burned” may occur from ”Take Cookies From Oven.”



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Getting Started: Unit Summary

What are themethods to access help?

What is the R/3 Library?

If you are within a task andselect [F1], which type ofhelp do you access?

How can the Session Managerhelp you?

What does the BusinessNavigator do?

Why would you use theBusiness Navigator?



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Exercises

Note:

There may not be sufficient time to workthrough all the exercises during the course.The exercises marked Optional should be seenas supplementary examples that can be used,time permitting, during the course. Attendeescan also use these exercises after the course,to consolidate what they have learned.



Unit: Getting Started

Topic: SAP R/3

At the conclusion of this topic, you will be able to:

Log on to R/3

Navigate within R/3

Create multiple Sessions

Identify icons


IDES is a multi-company organization. IDES is implementing R/3 across the entire organization.

You are part of the implementation team. In that capacity, you must test many functions of R/3. Begin your testing by logging onto R/3, adjusting user settings, and navigating within it.

1-1 Log onto R/3.

1-2 What menu items do you find when you access the Accounting menu?

________________________________________________________

________________________________________________________

________________________________________________________

________________________________________________________

________________________________________________________

1-3 Name two ways to choose a transaction task.

________________________________________________________

________________________________________________________



1-4 Determine the transaction code of the Information Systems screen in the Human Resources application

________________________________________________________

1-5 Open a second session of R/3.

1-6 What master data can you maintain in the Logistics application Sales and Distribution?

________________________________________________________

________________________________________________________

________________________________________________________

1-7 Add your address to your user settings




Topic: Tools



Field level help

Context level help

Glossary

Release notes

Use session manager

Describe how and when to use Business Navigator

0 Identify an R/3 process using the Business Navigator

IDES is a multi-company organization. IDES is implementing R/3 across the entire organization.

You are part of the implementation team. In that capacity, you must test that the tools available in R/3 work properly. Check the help application, the session manager, and the business navigator.

2-1 What are the documentation topics for your application.

________________________________________________________

________________________________________________________

________________________________________________________

2-2 Look in the glossary index to find the definition of workflow.

________________________________________________________

________________________________________________________



________________________________________________________

________________________________________________________

________________________________________________________

________________________________________________________

________________________________________________________

2-3 Look in the 4.0A release notes to find what has changed regarding import codes in Materials Management Purchasing.

2-3-1 What 5 search criteria are provided to search for import code numbers?

________________________________________________________

________________________________________________________

________________________________________________________

________________________________________________________

2-4 Start session manager on your PC.

2-5 In the reference model of the business navigator for Production Planning’s Packaging, what is the difference between the production order creation graphic and the material staging graphic?

________________________________________________________

________________________________________________________





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Solutions




Topic: SAP R/3


Log on to R/3

Navigate within R/3

Create multiple Sessions

Identify icons


1-1 Log onto R/3.

1-2 What menu items do you find when you access the Accounting menu?

Menu Path:

Accounting

Financial accountingTreasuryControllingEnterprise controllingCapital invstmt mgtProject managementReal estate management

1-3 Name two ways to choose a transaction task.

Use the menu path

Enter the transaction code in the command field

1-4 Determine the transaction code of the Information Systems screen in the Human Resources application

Menu Path:

Human Resources Information systems System Status

Transaction PIMN

1-5 Open a second session of R/3.



Menu Path:

System Create session

1-6 What master data can you maintain in the Logistics application Sales and Distribution?

Menu Path:

Logistics Sales and distribution Master data

Business partnersProductsConditionsOutputAgreementsOthers

1-7 Add your address to your user settings

Menu Path:

System User profile Own data Address

Input appropriate data




Topic: Tools



Field level help

Context level help

Glossary

Release notes

Use session manager

Describe how and when to use Business Navigator

Identify an R/3 process using the Business Navigator

2-1 What are the documentation topics for your application.

Menu Path:

Help R/3 Library [appropriate application]

Answer will vary depending on applicaton selected.

2-2 Look in the glossary index to find the definition of workflow.

Menu Path:

Help Glossary

Select Index; Type workflow in the text box (or scroll down to find workflow)

Select Display

Online execution (instance) of a predefined workflow task or a predefined workflow template (multistep task).

A workflow consists of a sequence of steps, which are processed by people or automatically by the system.

The chronological and logical sequence of steps linked to the evaluation of conditions is handled by the workflow manager and can be controlled flexibly by event-related response mechanisms.

2-3 Look in the 4.0A release notes to find what has changed regarding import codes in Materials Management Purchasing.



2-3-1 What 5 search criteria are provided to search for import code numbers?

Menu Path:

Help Release notes Complete list Rel. 4.0

Double click 40A

Business Application Components Materials Management Purchasing Information on import code number

The 5 search criteria for import code numbers in purchasing are:ChapterCountryLanguageSpecial Unit of MeasureText search

2-4 Start session manager on your PC.

Menu Path:

Customizing Display Options Session Manager

2-5 In the reference model of the business navigator for Production Planning’s Packaging, what is the difference between the production order creation graphic and the material staging graphic?

Menu Path:

Tools Business Engineer Business Navigator Reference Model 4.0Production Plan Packaging [Scenario icon] Production Order Creation

[Back] Packaging [Scenario icon] Material Staging

The highlighted section of the process is different. They both show the same process.


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