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Basic Navigation in SAPBasic Navigation in SAPFor the Windows Graphical User Interface (GUI)

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Topic 1: Getting Into SAPTopic 1: Getting Into SAP

3Basic Navigation in SAP (Windows GUI)

SAP BRITE WebsiteSAP BRITE Website

www.broward.k12.fl.us/erpwww.broward.k12.fl.us/erp

There will be a button to access SAP on the ERP Department web page:


Logging Into the BRITE PortalLogging Into the BRITE Portal

User Login IDEntry format = P00012345

• 8 digits starting with the letter p

• Personnel Number 12345

• If personnel number is less than

8 characters, then leading zero(s)

should be added to it

Password (first time users only)Entry format= ja021956

• mm = first 2 letters of birth month (ja)

• dd = 2-digit birth day (02)

• yyyy = 4-digit year of birth (1956)

• Case sensitive, so make sure the month letters are lowercase


First Time Logging InFirst Time Logging In

Once you have entered the new

information, select “Change” to change your password.


Password Rules for BRITE Portal logonPassword Rules for BRITE Portal logon

Passwords are case sensitive (initial password is lowercase)Minimum six characters, maximum eight characters (alphabet, numbers, and/or combination)Do not use a space, question mark, or exclamation point in your password First three characters may not be identicalMust change your password at least once each 45 daysMay not repeat a password until five unique passwords have been used


Portal AssistancePortal Assistance

If you have trouble logging into the BRITE Portal, you will need to contact the BRITE Support Center at 754 321-8120.


BRITE Portal ScreenBRITE Portal Screen

The BRITE Portal provides you single sign on access to systems you need to do your work, including SAPTabs in the Portal screen will be customized for each user– You may see some tabs that another user does not see. The

customization is based on roles. – However, all users will have access to the Home and Employee

Self Service (ESS) tabs.

Tabs will be customized based on user’s role in

SAP.


SAP Access via the BRITE PortalSAP Access via the BRITE Portal

1. You are now logged into the SAP Portal. To log into SAP click the SAP Access tab.

2. As a Super User, you will have the SAP Application installed on your computer. To access this, you will click on the Windows GUI*.

*GUI stands for Graphical User Interface. End Users will access SAP via the web. With web access, SAP is not installed on your computer.

12

3. Finally, click ECC Production link. It may take a few seconds for the SAP application to open.

3


Copyright PopCopyright Pop--up Window up Window

You will only see this the first time you log onto SAP

Select to continue

Topic 2: Getting Around in SAPTopic 2: Getting Around in SAP


SAP Menus SAP Menus

SAP Standard

Menu

The default screen is called the SAP Easy Access Screen. You can switch from one menu to the other by selecting the appropriate iconWhen you log on, you will see either your user menu (specific to your role), or the SAP standard menu (lists all transactions)

SAP User Menu


SAP Easy Access Screen and ToolbarsSAP Easy Access Screen and Toolbars

Fast Path Field Standard

Toolbar

Application Toolbar

SAP is a Windows-based system. You can navigate in SAP using buttons, toolbars and windows the same way you would in other Windows applications like

Word or Excel.


SAP Easy Access ScreenSAP Easy Access Screen

Title Bar

Status Bar

Navigation Area


Getting Into TransactionsGetting Into Transactions

What is a transaction?

Transactions let users to create, change, or display data or run a report in SAP.


Getting Around Getting Around

1. Fast Path

2. User or SAP menus

3. Favorites

3.

1.

There are three ways to access transactions in SAP:

2.


Using the Fast Path FieldUsing the Fast Path Field

• Each transaction in SAP has a code. You can use the Transaction Code instead of the menu path to navigate to the transaction (it can consist of letters, numbers, or a combination)

• Type the Transaction Code in the Fast Path Field (ME51N was selected above) and press Enter on the keyboard or click the Enter icon to navigate to that transaction

Don’t hit this…it will close the Fast Path Field!

Enter Icon

Fast Path Field


Closed Fast Path FieldClosed Fast Path Field

Select to Re-Open the Fast

Path Field

Now you can enter your transaction

code


Navigating Using the User Menu Navigating Using the User Menu

The user menu contains a list of transactions based on your role (menu path)Some of these transactions are within foldersYou can navigate to these transactions by double clicking on the name of the transaction

Double Click to access the

screen


Is there an Easier Way to Navigate? Is there an Easier Way to Navigate?

How can I easily get to where I need to be? Set up Favorites!


FavoritesFavorites

You can set up links to commonly used transactions in the Favorites folder.


Creating a FavoriteCreating a Favorite

Select the transaction from menu path

From the menu bar in the Easy Access Screen, select Favorites>Add to create a shortcut to the transaction


Changing the name of a favoriteChanging the name of a favoriteSelect the favorite you want to change From Menu Bar select Favorites>Change

Enter the name change then green check

Name has been changed in Favorites

Topic 3: Other SAP BasicsTopic 3: Other SAP Basics


Types of FieldsTypes of Fields

Mandatory fields have a check markOptional fields are blankFields with matchcodes (drop down icon) allow searching on the field for allowed entries

Mandatory Field

Matchcode


Using MatchcodesUsing Matchcodes

Some fields have a Match Code icon to their right.When you click on the Match Code icon, a list of possible entries appears.

Double click on an item in the list to select it.

Match Code Icon

Doing so will enter it into the field.


Standard Toolbar IconsStandard Toolbar Icons

• The Standard Toolbar appears on all screens, not just the Easy Access Screen

• However, if an icon is gray on a screen, it is not active and cannot be used

• The meaning of an icon can change, depending on which screen it is located


Other Key IconsOther Key Icons

• To determine what each icon represents on the menu bar, place the cursor on the icon. Balloon help provides the icon name and the associated function key.

Enter Save

Back Exit Cancel

Print Help


Moving from One Transaction to AnotherMoving from One Transaction to Another

You must type /N before the transaction code to move from one transaction to another

Type /N and Transaction

Code and then Select Enter


Application ToolbarApplication Toolbar

•This is an example of a screen-specific toolbar (application toolbar)

•Applies to the transaction

•This example is from the Create Purchase Requisition screen (ME51N)

•Hovering your cursor over a button (icon) will tell you what it means

Check Availability


System MessagesSystem Messages

•Train your eye to look at the bottom of the screen for system messages.

• You must correct an error message to proceed.

• You must hit Enter to proceed past a warning message.

• An information message usually appears when you complete a transaction, such as giving you the number of a purchase requisition you just created.


Creating a New SessionCreating a New Session

A session is like a window within SAPOpening up a new session allows you to work on more than one thing at the same timeFollow: System> Create Session or Select the Create Session button from the standard toolbarYou must have chosen the Windows GUI, not the Web GUI for this to work You can have up to six sessions running simultaneously

The Create a New Session Button (for PCs only)

Create a New

Session


What New Session Screen looks likeWhat New Session Screen looks like

You can only navigate from here using the fast past field. No menu paths or favorites show up.


Starting a New Session using the Fast Path Starting a New Session using the Fast Path FieldField

Type /O before the transaction code and hit EnterYou will be taken directly to the new transaction in a new session without closing what you were working on You can do this from any screen


Switching between SessionsSwitching between Sessions

Click the session represented by a button at the bottom of your screen, just like you do for any windows program


Field Help (F1)Field Help (F1)

Put your cursor in a field and select F1 or the field help icon (the yellow question mark on the standard toolbar)A pop up box will appear that tells you what the field means

Example of Field Help


Printing a Hard Copy of the ScreenPrinting a Hard Copy of the Screen(For PC only)(For PC only)

Click on the last icon on the right of the Standard Toolbar

Select Hard Copy– This will print a screen

shot of your current screen

– The screen shot will be automatically sent to your default printer

Select

Select


Ending a Transaction if You Start Ending a Transaction if You Start ““ClockingClocking””(for Dell computer only)(for Dell computer only)

Select

from the very top left of the screenThis icon is hard to see unless you put your cursor on it!

Then choose Stop TransactionYou can do this from any screen

Select


Ending a SessionEnding a Session

Save your work before you close the session.From the menu bar choose System> End Session

Or Click in the upper right hand corner

of the screen


Logging Off of SAPLogging Off of SAP

Select the yellow arrowat the top of any screen

Or select System: Log off

> You will be warned about saving your data even if you have saved it!

> Select “Yes” to log off


Congratulations!Congratulations!

You have finished the SAP Basic Navigation lesson for Super Users.


HELP DESK 754-321-8120

BRITE Website:

web/erp -or-

http://www.broward.k12.fl.us/erp/e-Learning

Context Sensitive Help

CAB Conference

BRITE LITES (By Role)

User Support OptionsUser Support Options

Help Desk is staffed 7:30 am – 5:00 pm, Monday thru Friday

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