SAP Business All-in-One Getting Started

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1 User Manual Getting Started Date: October 2013 Copyright 2013 Supernova Consulting Ltd. All rights reserved. The current version of the copyrights, trademarks, and disclaimers at is valid for this document. This content may not be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopy, recording, or any information storage or retrieval system, without written permission. Requests for permission should be directed to , or mailed to Supernova Consulting Ltd, P.O. Box 56747, 3309, Limassol, Cyprus Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 1 of 22

2 Document Details Area Title Detail User Manual Date October 2013 Version 4 Owner Author Supernova Consulting Ltd Supernova Consulting Ltd Copyright 2013 Supernova Consulting Ltd. All rights reserved. Copyright in the whole and every part of this document belongs to Supernova Consulting Ltd, with the exception of proprietary material and the brand or product names of other parties for which the rights in such material or trademarks remain with their respective owners. Names and data used in examples herein are fictitious unless otherwise noted. Disclaimer This document and the software it describes are furnished by Supernova Consulting Ltd under a Software Licensing Agreement, Facility Management Agreement or Confidentiality Agreement, and may be used or copied only in accordance with the terms of such Agreement. Neither this document nor the software it describes may be used, sold, transferred, copied, translated, reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, in whole or in part, other than in accordance with the terms of such Agreement, or otherwise without prior written consent of the Supernova Consulting Ltd. This document describes a generic product or service and should be read in conjunction with other documents relevant to the configuration of any specific system. The licensee of Supernova software or user of Supernova services is responsible for ensuring that the product or service described herein meets its own requirements. The information contained in this document is subject to change without notice and should not be taken as a commitment by Supernova Consulting Ltd. Supernova Consulting Ltd assumes no responsibility for any errors that may appear in this document. Nothing in this document should be assumed to grant a license for any software modules, interfaces, enhancements, features or functionalities that are not licensed under the Software Licensing Agreement or Facility Management Agreement and/or Addendums to it. Confidentiality The information contained herein is the property of Supernova Consulting Ltd. This specification contains CONFIDENTIAL information that is produced solely for the benefit of the named parties. All parties should keep all information contained herein confidential, and on no account should the information, in whole or in part, be disclosed or disseminated to any third party without the express written permission of Supernova Consulting Ltd. Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 2 of 22

3 Revision History Version No. Date Prepared by/ Modified by Significant Changes Reviewed by /01/2013 K. Efthymiou Created document Elia Petrou /06/2013 K. Efthymiou Additional information for application toolbar Addition information for menu bar Added the functionality of changing user settings using transaction code su01 Elia Petrou /09/13 K.Efthymiou Removed screens not HR related Elia Petrou /10/2013 K.Efthymiou Print instructions added Elia Petrou Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 3 of 22

4 TABLE OF CONTENTS SAP GUI and Navigation... 5 Login... 5 SAP User Menu... 6 Navigation... 7 Menu Bars and Toolbars... 8 SAP Menu Bar... 8 SAP Easy Access Menu SAP Application Toolbar SAP Status Bar Function Keys and Help SAP Function Keys SAP Library Help User Settings SU Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 4 of 22

5 SAP GUI and Navigation Login Enter the following parameters to login into the system: Client: you will be provided with a specific client to logon to. User: you login name will also be provided to you. Password: your initial password will also be provided to you. Press <Enter> to login. You will be prompted to change your password after your first successful login to SAP. Please document the new password that you select. Note that you cannot use the same password. Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 5 of 22

6 When you logon to SAP or you open a new session the following screen appears: SAP User Menu The SAP User Menu is tailored to the user s specific needs. It includes all transactions relevant to a user, grouped under respective folders. Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 6 of 22

7 Navigation The SAP system provides you with three options to navigate to the desired application: Via transaction codes (SAP Menu Bar) Via the SAP Easy Access menu Via favourites and links Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 7 of 22

8 Menu Bars and Toolbars SAP Menu Bar The SAP Menu Bar CHANGES from one screen to another and it is organized according to the task you are performing in the system. The menu bar is situated horizontally at the very top of the screen. The following menus are standard on every SAP screen: 1. Menu: contains functions, such as create session and user profile that affect the system in general. 2. Edit: allows you to edit components of the current object. Common functions include Select, Edit and Copy. The Cancel option allows you to leave a task without saving the data you have entered. Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 8 of 22

9 3. Go to: Allows you to move directly to other screens of the current task. Also contains the Back option, which takes you back one level in the system hierarchy. Before going back, the system checks the data you have entered on the current screen and displays a dialog box, if it detects a problem. 4. Help: Provides various forms of online help. The following options may also appear: 5. Extras: Contains additional functions, which you do not need regularly, but you can choose, to work with the current object or an object component. 6. View: Allows you to display the current object in different views. For example, switching between a single-line and double line display of a table. Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 9 of 22

10 7. Settings: This menu alloys you to set user-specific transaction parameters. Please note: the application bar changes according to the screen you are using Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 10 of 22

11 SAP Standard Tool Bar General Icons and their description The SAP Standard Toolbar does NOT change from one transaction to another. You can use the SAP Standard Toolbar to execute various functions. Buttons available are enabled. Buttons not available are disabled. In the Transaction Box, you can directly access a transaction (without using the SAP Menu) by entering a specific transaction code. Transaction code box Transaction code box Standard Tool Bar Transaction codes help you quickly access the desired application without navigating via the SAP Easy Access menu. Transaction codes are alphanumeric codes assigned to every application in the SAP system. You first need to know the transaction code of the desired application in order to navigate to it. To use a transaction code in the command field, proceed as follows: Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 11 of 22

12 Click on the command field after logon. The blinking cursor indicates that this field is active and ready for input. Enter a transaction code. Confirm your input by clicking the green checkmark or by pressing <Enter>. Transaction codes without preceding parameters can only be entered in the initial screen of the SAP Easy Access menu. If you are already in another transaction, you must enter a parameter in addition to the transaction code. Other useful parameters: /o shows a list of current sessions. /i deletes the current session. You can show or hide the command field by clicking the triangle. Note: When 2 users use the same transaction code, one can edit data, the other only can display them. Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 12 of 22

13 Print button: Click on the print button to print the information currently being viewed: Choose the output device, the number of copies and the number of pages to be printed: Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 13 of 22

14 SAP Easy Access Menu The SAP Easy Access Menu includes all transactions provided by SAP, grouped in folders according to SAP modules (FI/CO, MM, etc.). It is not tailored to the user s specific needs. You can customize the SAP Easy Access menu to your specific needs and set whether transaction codes are shown in the menu tree or in the favourites. To make these modifications: Select Extras Settings in the menu bar. The Settings window is now open. In this window, activate the Display Technical Names checkbox to map the transaction codes in the tree structure of the SAP Easy Access menu. Here you can also set whether the favourites are displayed in the SAP Easy Access menu (via the Display favorites at end of list checkbox). Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 14 of 22

15 SAP Application Toolbar The Application Toolbar is located directly below the screen title. It contains buttons that duplicate functions available from the menu bar but provide quicker access to some of the most commonly used functions for the current screen and system task. The application bar is located below the title bar and it contains icons relevant to the specific application. The icons which are also displayed above are: Create Change Copy Delimit Display Below is a further list of the common application toolbar buttons: The SAP Application Toolbar CHANGES from one screen to another. For instance, the Execute button is often available in the first position of the Application Toolbar. To display the button name and keyboard shortcut, place the cursor over the button. Keyboard shortcuts are not displayed on the Macintosh, but are the same as those on the PC. Keyboard shortcuts may be different depending on the SAP function you are using. Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 15 of 22

16 Navigation Buttons Button Keyboard Shortcut Description Button Keyboard Shortcut Description Enter Enter/Continue/Copy F12 Cancel F8 Scroll left Shift F1 Shift F7 Scroll right Next item Ctrl Shift F1 Move Favourites Up Ctrl Shift F2 Move Favourites Down Ctrl F7 Previous layout Ctrl F8 Next layout Ctrl F10 User menu Ctrl F11 SAP menu F6 Display Period screen Working with Data Button Keyboard Shortcut Description Button Keyboard Shortcut Ctrl F1 Select all items on screen. Ctrl F2 Ctrl F3 Start/end of block. Select the first item; click the button. Select the last item; click the button. Ctrl F6 Description Deselect all items on screen. Display results. F7 Display all possible values. F8 Collapse all levels. Ctrl Shift F5 Sort in ascending order: Change sort order to descending or ascending (Fund Analysis rpt) Ctrl Shift F4 Sort in descending order. F2 Selection options. Choose values >, <, etc. Shift F4 Dynamic selections. Select additional fields for search criteria. (Mac) F5 Display -> Change. Switches from display to change mode. Shift F5 Filter; restrict values to search on Matchcode list. None Multiple Selections. Include or exclude single values or ranges of values. None Replace item back into workflow in Workflow Inbox. Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 16 of 22

17 SAP Status Bar The SAP Status Bar does NOT change from one screen to another. It tells you where you are in the system: Which environment you are using (Production, Development, QA). In which session you are in (as you can open up to 6 sessions). Which client you are using. Click to open or close the status bar Displays the environment Displays the session you are in Displays the client you are logged info Clicking the arrow button to view more information: Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 17 of 22

18 Function Keys and Help SAP Function Keys Functions keys are just another way of navigating around SAP. The availability of function keys CHANGES from one screen to another While in a transaction, right click with your mouse to view a list of function keys available. Click F1 to automatically transfer to the SAP Library. When you are filling-in data, you can click in the specific field you want help on and press F1. This will automatically pop-up a window called Perform assistance giving you further information on the selected field. Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 18 of 22

19 SAP Library Help There is an extensive amount of information located within the SAP Library. You can access this from the system as follows: From the drop menu choose SAP Library. A separate window will open-up with the SAP library open. This library provides extensive information. Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 19 of 22

20 User Settings SU01 Using transaction code administrator can lock/ unlock users, specifying user type (Dialog, Communications etc), deactivation of passwords etc. Basic user maintenance like unlocking user and changing the passwords can be done using the initial screen of su01 1. Administrator can check if a user is locked or not by clicking on A new window is going to be displayed informing if user is locked or not. Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 20 of 22

21 2. Change a password. Users require a password to be able to log on with user ID and password as mentioned earlier on login section. As administrator you need to define or generate an initial password for newly created users. If users forget their passwords, administrator can also define or generate a new password for them. You can provide a link on the logon screen where users can reset their passwords themselves. If you enable selfmanagement, users can view their profile and change their own passwords. On initial screen of su01 click on change : Click on Logon data tab Navigate on password section and set the same password for both initial and repeat password field. Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 21 of 22

22 Copyright 2013 Supernova Consulting Ltd. All rights reserved. Page 22 of 22

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