SAP R/3 for Everyone

Jim Mazzullo is a consulting scientific and technical trainer, curriculum developer, and writer. Previously he worked as a training coordinator for a large electric utility company in the Pacific Northwest for which he developed, coordinated, and delivered training in SAP and other system and desktop applications. Jim began his career as a research professor and instructor of geology at Texas A&M University. You can learn more about him at www.JimMazzullo.com. Peter Wheatley oversees SAP implementations as a customer engagement manager in the Southwest region of SAP America. In the last seven years, he has been employed by SAP America as a consultant, technical consultant manager, and technical solutions architect. He has also worked at IBM as a developer and at Compaq as an SAP developer and production planning analyst.

Acknowledgments

About the Authors

Preface

Introduction: Design and Operation of the SAP.

    Application Window

    Menu Bar

    Standard Toolbar

    Title Bar

    Application Toolbar

    Status Bar

    Central Work Area

    Popup Screens

    SAP on the Web

PART I. GETTING STARTED.

Lesson 1: Logging On and Logging Off.

    Logging On

    Procedure: Logging On With the SAP Logon Pad

    Procedure: Logging On With a Desktop Shortcut

    Logging Off

    Procedure: Logging Off

Lesson 2: Working With SAP Sessions.

    Controlling the Application Window Geometry and Location

    Creating Multiple Application Windows

    Procedure: Creating Multiple Application Windows

    Killing a Session

    Procedure: Cancelling a Transaction

    Customizing the Layout of Application Windows and Screens

    Procedure: Customizing With the Options Command

    Procedure: Customizing With the New Visual Design Command

    Customizing the SAP Easy Access Screen

    Procedure: Customizing the SAP Easy Access Screen

    Creating Desktop Shortcuts

    Procedure: Creating Desktop Shortcuts

Lesson 3: Entering User Profile Data.

    Procedure: Entering User Profile Data

Lesson 4: Changing Your Password.

    Changing Your Password

    Procedure: Changing Your Password When You Log On

    Procedure: Changing Your Password After You Log On

PART II. NAVIGATING BETWEEN SCREENS.

Lesson 5: Navigating to Initial Screens With the Menu Folders.

    Navigating With the Menu Folders

    SAP and User Menu Folders

    Searching for Transactions

    Procedure: Searching for a Transaction With Keywords

Lesson 6: Navigating to Initial Screens With the Favorites Folders.

    Working With the Favorites Folders

    Adding Favorites Folders

    Procedure: Creating a Favorites Folder

    Adding Transaction Links to the Favorites Folders

    Procedure: Adding a Transaction Link With Its Code to the Favorites Folder

    Procedure: Adding a Transaction Link Without Its Code to the Favorites Folder

    Adding Web, Intranet, and E-mail Links to the Favorites Folders

    Procedure: Adding a Web or an Intranet Link to the Favorites Folders

    Procedure: Adding a Link to Your External E-mail Application in the Favorites Folders

    Changing the Names of Favorites Folders and Links

    Procedure: Changing the Name of a Folder or Link in the Favorites Folders

    Deleting Favorites Folders and Links

    Sharing Your Favorites Folders

    Procedure: Downloading Your Favorites Folders

    Procedure: Uploading Favorites Folders

Lesson 7: Navigating to Initial Screens With Transaction Codes.

    Navigating With Transaction Codes

    Procedure: Selecting Transaction Codes From the Command Field List Menu

    Identifying Transaction Codes

    Procedure: Displaying Transaction Codes on the SAP Easy Access Screen

    Procedure: Identifying Transaction Codes With the Menu Bar

    Procedure: Identifying Transaction Codes With the Status Bar

    Searching for Transactions by Transaction Codes

    Procedure: Searching for Transactions With Keywords

Lesson 8: Navigating Between Screens With Menu Bars.

    Navigating from the Initial Screen of a Transaction

    Navigating from the Output Screen of a Transaction

    Exploring SAP

PART III. SETTING UP INITIAL SCREENS.

Lesson 9: Entering Codes and Text.

    Tips for Entering Codes and Text

Lesson 10: Searching for Codes.

    Short Hit List Screens

    Multiple-Tab Search Screens

    Procedure: Searching for a Code With a Single Search Criterion

    Procedure: Searching for a Code With Multiple Search Criteria

    Tips for Using Multiple-Tab Search Screens

    Structure Search Tree

    List-Display Search Screens

Lesson 11: Entering Codes on Multiple Selection Screens.

    Design and Operation of a Multiple Selection Screen

    Procedure: Copying Multiple Codes Onto the Multiple Selection Screen

    Using the Multiple Selection Screen: An Example

    Using the Multiple Selection Button

    Procedure: Searching for Multiple Codes for the Multiple Selection Screen

Lesson 12: Using Selection Options on Data Entry Fields.

    Attaching Selection Options to Data Entry Fields

    Procedure: Attaching a Selection Option to a Data Entry Field

    Procedure: Removing a Selection Option From a Data Entry Field

    What Do the Green Selection Options Do?

    What Do the Red Selection Options Do?

Lesson 13: Working With Screen Variants.

    Adding Data Entry Fields With the Dynamic Selections Button

    Procedure: Adding More Selection Criteria to an Initial Screen

    Creating Screen Variants

    Procedure: Creating a Variant of an Initial Screen

    Changing a Screen Variant

    Procedure: Changing a Screen Variant

    Procedure: Changing a Screen Variant 2

    Calling Up a Screen Variant

    Procedure: Calling Up a Temporary Variant

    Deleting a Screen Variant

    Procedure: Deleting a Screen Variant

    Procedure: Creating a Single Default Data Entry on an Initial Screen

PART IV. WORKING WITH OUTPUT REPORTS.

Lesson 14: Sorting, Filtering, and Summing Up Line-item Reports.

    Sorting and Grouping Line-item Reports

    Example 1: Single-Column Sort of a Line-item Report

    Procedure: Single-Column Sort of a Line-item Report

    Example 2: Multiple-Column Sort of a Line-item Report

    Procedure: Multiple-Column Sort of a Line-item Report

    Example 3: Single-Column Sort of a Hit List

    Filtering Line-item Reports

    Example 1: Filtering the Line-item Report of the IH08 Transaction

    Procedure: Filtering a Line-item Report

    Example 2: Filtering the Line-item Report of the Cost Center A/P/V Transaction

    Procedure: Filtering Positive and Negative Values in a Line-item Report 1

    Example 3: Filtering Positive and Negative Values on the Usual Filter Screen

    Summing Up Data Columns in Line-item Reports

    Procedure: Summing Up Data in a Column of a Line-item Report

    Procedure: Grouping and Subtotaling Data in a Line-item Report

Lesson 15. Display Variants for Line-item Reports.

    Accessing the Display Variant Functions

    The Change Layout Screen

    Creating a Display Variant

    Procedure: Creating a Display Variant for a Line-item Report

    Saving a Display Variant

    Procedure: Saving a Display Variant

    Applying a Display Variant

    Procedure: Applying a Display Variant After the Fact

    Deleting a Display Variant

    Procedure: Deleting a Display Variant

    Working With Display Variants on Other Screens

Lesson 16. Exporting Line-item Reports to Microsoft Excel and Word.

    Front-Door Exports

    Procedure: Exporting to MS Excel With the Option/Office Integration Button

    Procedure: Exporting to MS Excel With the List Menu

    Back-Door Exports

    Procedure: Back-Door Export of a Line-item Report to MS Excel

Lesson 17. Sending Line-item Reports via SAP E-mail.

    The Create Document and Send Screen

    The Upper Subscreen

    The Lower Subscreen

    Entering and Searching for the Names of Recipients

    Procedure: Searching for Recipients

    Working With Distribution Lists

    Procedure: Creating Distribution Lists

    Procedure: Searching for Distribution Lists

    Reading SAP E-mail Messages

    Procedure: Reading E-mail in the Business Workplace

    Procedure: Storing or Deleting an E-mail Message

    Sending E-mail From the Business Workplace Screen

    Procedure: Creating and Sending New E-mail

    Procedure: Replying to E-mail

    Procedure: Forwarding E-mail

    Coda: The Basic Transaction Types

    Transaction Type 1: Displaying an Object

    Transaction Type 2: Displaying a List of Related Objects

    Transaction Type 3 : Creating an Object

    Transaction Type 4: Changing an Object

Appendix: Create a Plant Maintenance Order (IW31).

Index.