User Manual: Basic SAP Navigation

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User Manual:
Basic SAP navigation

Compiled by:Samuel Mohau Hlonyana

DGA learner

6 September 2011

Table of contents

1. Basic navigation and menu system3

1.1 SAP overview3

1.2 General terms in SAP3

1.3 Log on/off SAP4

1.4 Screen features6

1.4.1 Standard Toolbar icons functionality7

1.4.2. Common application icons and functionality8

1.4.3 Status bar (this is what appears at the bottom of every screen in SAP)8

1.5 Navigating in SAP9

1.5.1 Transaction codes9

1.5.2 Menu path9

2. Procurement-to-pay process11

1. Basic navigation and menu system

1 SAP overview

SAP stands for Systems, Application and Products in Data processing; it is a fully integrated system where activities in one area generate activities in another area. SAP provides online, real-time information and one place for input of data.

There are two types of information or data in SAP namely: Master data and transactional data.

a) Master data: this is a collection of information about an object or person, this data doesn’t normally change, for example data such as address and payment information for a supplier or customer.

b) Transactional data: this information associated with a specific business activity, normally users enters this information in SAP; it changes from day to day. For example personal time entries, invoice information and purchase requisition information.

1.2 General terms in SAP

Client: unit in SAP system where data in input, changed and managed.

Menu path: sequence of menu selections that should be followed to get to a function or screen.

Module: portion of SAP system that carries out a specific business function.

Session: instances of SAP allowing multi-tasking within the system.

Transaction: screen or series of screens to create, display or change data.

Transaction codes: also known as T-codes, these are unique identifier for each transaction that allows you to get to a transaction without going through the menu.

Variants: a saved set of personal selection criteria which can be used for lists and reports.

1.3 Log on/off SAP

Steps to log on the SAP system

Step 1: Click the SAP logon Icon on your desk top


Step 2: Select the SAP client to access (for Deloitte you double click ECC)


Step 3: Enter your user id and password (the initial password is assigned by the IT department)


Step 4: If you are a first user on the SAP system, you will prompted to change your password. Put your cursor at the beginning of each field and enter the same new password in both fields and then click [pic]


Steps to log off

Step 1: click on the exit icon on the standard toolbar:

Step 2: A pop-up window will be displayed asking whether you really want to log off, click: [pic] to proceed with the log off process

Step 3: click [pic] in the upper right corner of the SAP logon pad on the desktop

1.4 Screen features

The SAP easy access screen


1.4.1 Standard Toolbar icons functionality


|[pic] Confirm information entered |[pic] - Scroll up to first page | |[pic] Command box: - Enter transaction codes |[pic] - Scroll up to previous page | |[pic] - Save entered information |[pic] - Scroll down to next page | |[pic] - Move to previous screen |[pic] - Scroll down to last page | |[pic] - Exit current area or SAP |[pic] - Open a new session | |[pic] - Cancel or stop current transaction |[pic] - Create a desktop shortcut to SAP report, transaction, or task | |[pic] - Print...
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