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SAP Training Netafim Academy - Organizational Development

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Presentation on theme: "SAP Training Netafim Academy - Organizational Development"— Presentation transcript:

1 SAP Training Netafim Academy - Organizational Development
Introduction Login SAP Interface System Tools Business Workplace SAP Overview SAP Overview SAP Training Netafim Academy - Organizational Development 

2 Introduction | Goals The following presentation will help you to take your first steps in the SAP environment. The Overview section is essential in order to expand your knowledge for more advanced actions. At the end of this presentation you will know: What is SAP SAP in Netafim How to login to SAP About SAP interfaces and toolbars How to use System tools (Search, Manage favorites) How to use the Business workplace Introduction Table of content Last Slide Viewed Next Slide SAP - Overview

3 Introduction | Table of contents
Main Sub main Related (hidden) Introduction Goals What is SAP?! SAP in Netafim Login General Citrix - local client Citrix - Web client Login from Program Menu SAP Logon-pad SAP Interface Screen Structure Standard Toolbar Layout menu Multiple Sessions Dynamic Toolbar Navigation Area Status Bar Message Area SU53 Main Sub main Related (hidden) System Tools Search Search from a list Search by categories Adjust your preview Search Toolbar Manage Favorites Insert Folders / Transactions Moving Favorites Insert a path to Favorites Rename favorites and folders Delete favorites and folders Download & Upload Favorite Favorites Toolbar SAP Business Workplace Inbox Sent Items Create a distribution list Send a report by mail summary To sum it all You can always return to this slide by clicking this button 3 SAP - Overview

4 Introduction | What is SAP?!
But first - What is ERP?!.. ERP (Enterprise Resource Planning) is an integrated business management system (includes all aspects and computerization methods needed to effectively plan and manage a business). SAP (Systems, Applications, and Products) is an international company and the leader of ERP application solutions. Introduction For more details visit SAP web site at: SAP - Overview

5 Introduction | SAP in Netafim
Introduction | SAP in Netafim Following Netafim’s Management decision from 1998 to implement the ERP system, and after extensive research, SAP was chosen as the most suitable ERP solution for Netafim. Netafim Israel was the first to implement SAP - in 2000, followed by Netafim Australia and Netafim New-Zealand in 2003, Netafim Mexico and Netafim Chile in and Netafim USA & India in 2006. Netafim has implemented SAP R/3 (“R” for real-time data processing) and is continuously implementing new modules and extensions integrated into SAP. Introduction SAP - Overview

6 Introduction | Netafim SAP Road map
2010 2000 300 2002 400 2006 950 Users and Systems Introduction CRM SRM MDM 2006 SEM (KPI, BPS, BCS) XI Portal BW SAP R/3 Modules / Sub-Modules WM ATP PLM expansions On 2007 plan R/3 (SD, MM, PP, QM, PM, HR, FI, CO) 2000 Rollouts + Production Sites Reynosa ... Israel Australia & New Zealand Mexico Chile USA India SAP - Overview

7 R/3 Introduction | SAP R/3 Client / Server ABAP/4 SAP - Overview FI
Financial Accounting CO Controlling AM Fixed Assets Mgmt. PS System WF Workflow IS Industry Solutions MM Materials HR Human Resources SD Sales & Distribution PP Production Planning QM Quality Management PM Plant Maintenance Introduction SAP - Overview

8 Login | General Citrix - local client Citrix - Web client
Login from Program Menu Login To skip explanation of Citrix login - click here or press “Next” SAP - Overview

9 Login | Citrix - Local Client
From your Computer/Laptop on the taskbar(Before Time) local client choose “Applications” and then choose “Virtual- PC” Login To “login” main menu - click here To skip to SAP login - click here SAP - Overview

10 Login | Citrix - web access
Login to Citrix (http://gate.netafim.com) Approve the security alert (press “Yes”) Login To “login” main menu - click here To skip to SAP login - click here SAP - Overview

11 Login | Citrix - web access
Choose “Standard login” Approve (again) the security alert Login To “login” main menu - click here To skip to SAP login - click here SAP - Overview

12 Login | Citrix - web access
Enter user name and password Press “Login” button Choose the “Citrix” application User name and password are given by Netafim Helpdesk. If you don’t know your login details or if you have any question regarding Citrix login, please contact the IT Netafim INDIA helpdesk To “login” main menu - click here To skip to SAP login - click here SAP - Overview

13 Login | Citrix - web access
Choose the “Citrix” application Choose Virtual PC - or - login directly from the “SAP GUI” icon. Click here for further instructions regarding login from “SAP GUI” Click here for further instructions regarding login from “Virtual PC” To “login” main menu - click here To skip to SAP login - click here SAP - Overview

14 Login | SAP Logon-pad IN Virtual PC To login the SAP system press double click on the SAP Logon-pad icon Login Or - From start menu -> Programs -> SAP Frontend SAP - Overview

15 Login | SAP Production The following screen will open.
Press double click on “Netafim Production” Login Production - Work environment Training - environment quite similar to production where users and developers can test all kinds of SAP activities in a flexible environment without harming the data Test - a test environment - identical to Production, in which the SAP team can test changes they have made in the “Dev” (Development environment) before uploading “live” to Production. Note - each environment requires separate authorizations, user name and password SAP - Overview

16 Login | Login Details Enter your user name and password
The user name and password are the same as your ogin details. NOTE!! After 5 incorrect login attempts your user name will be blocked! To release it – contact the Netafim Helpdesk SAP - Overview

17 SAP Interface | Screen Structure
Layout Menu Application Button Standard Toolbar Menu bar Dynamic Toolbar SAP Interface Navigation Area Message Area Status Bar For more details click on each frame SAP - Overview

18 SAP Interface | Standard Toolbar
Icon Description Function Icons 1 Enter Confirms the data you have selected or entered on the screen. 2 Command Field Allows you to enter commands, such as transaction codes. 3 Save Saves your work. Same Function as Save in the Edit menu. 4 Back Brings you back to the previous screen without saving your data. 5 Exit Exits the current function without saving. 6 Cancel Exits the current task without saving 7 Execute and Print Prints data from the current screen. 8 Find Searches for data required in the current screen. 9 Search Again Performs an extended search for data required in the current screen. SAP Interface Back to Main More Details SAP - Overview

19 SAP Interface | Standard Toolbar
Icon Description Function Icons 10 First Page Scrolls up to the first page. Same as CTRL + Page Up key. 11 Previous Page Scrolls up to the previous page. Same as Page up Key 12 Next Page Scrolls down to the next page. Same as Page down Key 13 Last Page Scrolls down to the last page. Same as CTRL + Page Down Key 14 Create Session Creates a new SAP session. 15 Create Shortcut Allows you to create a desktop shortcut to any SAP transaction, or report. 16 Help / F1 Provides help for the field where the cursor is positioned. 17 Layout menu Allows you to customize the display options. SAP Interface Back to Main More Details SAP - Overview

20 SAP Interface | Layout menu
The layout menu button allows you to adjust the system layout, and personalize your settings. By going over each option - you get information regarding the chosen row in your message area. SAP Interface Customize your layout (click here for more details) Command shortcuts Send shortcuts to your desktop Activate the SAP session manager Changes the window size to default settings (as long as you are not using a full screen mode) Cut with left mouse / paste with right (note -if this choice is active you can’t select words as in your other application with left mouse) Back to Main More Details SAP - Overview

21 SAP Interface | Layout menu
From your layout menu button select “Option” to adjust your preview For example: Adjust your favorite fonts, colors, etc. For moving to the beginning of next field (it is recommended to activate this option) Remove / add historic settings Show keys (transaction names) in all drop down lists SAP Interface Back to Main More Details SAP - Overview

22 SAP Interface | Multiple Sessions
In order to run a few tasks concurrently, you can open a new session (window) by clicking on the “Create session” icon - or - from the menu bar System -> Create Session. A new Session will be opened. SAP Interface Note: Maximum possible number of sessions is 6, but as a result, system performance will be low. The recommendation is to open 3 sessions maximum (including the SAP printing window) Back to Main More Details SAP - Overview

23 SAP Interface | Multiple Sessions
In order to end an active session from your menu bar: System -> End Session - or - press on the button. SAP Interface Click (single click) on the SAP icon in the upper-left window corner From this menu you can control the window layout and control the active window by creating new session or stop transaction. Choose “Stop Transaction” Back to Main More Details SAP - Overview

24 SAP Interface | Dynamic Toolbar
Icon Description Icons 18 SAP User Menu 22 Delete Favorites 19 SAP Menu 23 Change Favorites 20 SAP Business workplace 24 Move Favorites Down 21 Add to Favorites 25 Move Favorites Up SAP Interface Note: the arrangement of the icons in the dynamic toolbar will change depending on the specific transaction type being displayed. Back to Main More Details SAP - Overview

25 SAP Interface | Navigation Area
Dropdown arrows to the left of the menu items. For example: This file is closed and there are more applications below. This file is open and we can see all the applications below. SAP Interface Back to Main More Details SAP - Overview

26 SAP Interface | Status Bar
The status bar provides you with information from the active session - like: transaction name, user name. etc. SAP Interface NTP = Production Click (single click) on this arrow SAP - Overview

27 SAP Interface | Message Area
The messages in the message area change according to the specific transaction. For example: SAP Interface Identifies error messages Identifies other system messages If you receive a message that you are not authorized to use a transaction that you could previously access - please contact Netafim Helpdesk and send a SU53 report. For details click here. Back to Main More Details SAP - Overview

28 SAP Interface | SU53 In order to understand why you have lost some or all your SAP authorizations, right after you receive the error message - go from the menu bar to System-> Utilities -> Display Authorization check - or - open a new session and send an SU53 report as follows: System-> Create Session Type SU53 in the “Command Field” Send it (using SAP office) to your contact person in the helpdesk - from the menu bar: System -> List -> Send SAP Interface Back to Main More Details SAP - Overview

29 System Tools |Search Search from a list
You may open a list from a specified field: 1. Open a transaction (for example mb51) 2. Click on the right side next to the requested field (for example - Movement type field) 3. A drop down icon will appear System Tools SAP - Overview

30 System Tools |Search Search from a list
4. Press on the arrow and a list with all the available objects will pop up. You can sort the list according to its title by clicking on it. 5. In order to add an object to the field - click on it and confirm with or double click on the requested row. System Tools TIP: you can download the lists to your local disk as an XLS file by clicking your right mouse on the list, then choose “download” and then “spreadsheet”. Save the file in XLS format (<file name>.XLS) Click here for more information about the search toolbar SAP - Overview

31 System Tools |Search Search by categories
There are fields in which you may choose an object from a restricted value range: 1. Open a transaction (for example mb51) 2. Click on the right side next to the requested field (for example - material field) System Tools Click here to know more about using * (asterisk ) 3. Click on the arrow next to the material field and the following window will pop-up. 4. Restricted value range. For Example: in order to get a list of materials that starts with 1000, type 1000* in the material field 1000* SAP - Overview

32 System Tools |Adjust your preview
You can control your interface preview from the layout menu and also from the “Extras” menu: System Tools The system defaults are with the favorites folders at the head of the list You can remove the picture in the start menu Technical name = transaction name SAP - Overview

33 System Tools |Search Search Toolbar Icon Description Icons 1 Copy 6
Create Values 2 Restrict Values 7 Display all Values 3 Insert in Personal List 8 Keep 4 Delete From Personal List 9 Close 5 Find System Tools Click here for more information about “find” option Back SAP - Overview

34 System Tools |Search Search Toolbar
When the list of options is too long we can search for a certain option by Clicking on the find icon. The following field will appear: Type the value number you would like on the list to start with Push the “find” icon System Tools Back SAP - Overview

35 System Tools |Search * (asterisk)
When you want to search the database according to a partial text you have - you can add asterisks before and/or after the text. For example: *1000 – find all the numbers that end with ______-__1000 1000* - finds all the numbers that start with 1000 – 1000_-______ The result will be a hit list: System Tools Back SAP - Overview

36 System Tools | Manage Favorites
In the navigation area you can manage your own list of transactions in addition or even instead of the SAP Menu. Under the Favorites list you can create folders and/or shortcuts to transactions. You can also move, rename, or delete them. The customized Favorites list is available to you when you login to SAP (using your user name) from any computer/ session. System Tools Insert Folders / Transactions Moving Favorites Insert a path to Favorites Rename favorites and folders Delete favorites and folders Download & Upload Favorite Click here to learn about the favorites toolbar SAP - Overview

37 System Tools | Manage Favorites
Insert Folders / Transactions In order to add a folder or transaction to your Favorites go from the menu bar and choose Favorites -> Insert Folder / Or - Right click on the favorites folder and click your chosen transaction. Click here to continue System Tools From the menu bar Right click on your Favorites folder Insert Folders / Transactions Moving Favorites Insert a path to Favorites Rename favorites and folders Delete favorites and folders Download & Upload Favorite Back SAP - Overview

38 System Tools | Manage Favorites
Insert Folders / Transactions In the folder name / transaction code field you can type your favorite (make sure that you enter an existing transaction in order for it to work). System Tools Insert Folders / Transactions Moving Favorites Insert a path to Favorites Rename favorites and folders Delete favorites and folders Download & Upload Favorite Back SAP - Overview

39 System Tools | Manage Favorites
Moving Favorites Select the favorite / folder you want to move. From the menu bar: Favorites -> Move -> Up/Down - or - choose the Move favorites down / Move favorites up icons. System Tools You can also use “drag and drop” in order to replace your favorites: Select the favorite or folder with the mouse, and keep the mouse button pressed while you drag the folder / favorite to its new position. Insert Folders / Transactions Moving Favorites Insert a path to Favorites Rename favorites and folders Delete favorites and folders Download & Upload Favorite Back SAP - Overview

40 System Tools | Manage Favorites
Insert a path to Favorites The Favorites folder enables you to save paths that are used on a daily routine without going through the SAP path. For example: the path is - Logistics -> Materials Management -> Inventory Management -> Goods Movement -> Goods Movement (MIGO) System Tools In order to add this path to the favorites folder, enter the path and then press (add to favorites) icon. Insert Folders / Transactions Moving Favorites Insert a path to Favorites Rename favorites and folders Delete favorites and folders Download & Upload Favorite Back SAP - Overview

41 System Tools | Manage Favorites
Rename favorites and folders Select the favorites or folders you wish to rename. From the menu bar: Favorites -> change - or - right click and choose “Change Favorite” A dialog box appears. Enter a new name, and confirm. System Tools Insert Folders / Transactions Moving Favorites Insert a path to Favorites Rename favorites and folders Delete favorites and folders Download & Upload Favorite Back SAP - Overview

42 System Tools | Manage Favorites
Delete favorites and folders Select the favorites or folders you wish to delete. From the menu bar Press favorites -> delete - or - right click on the favorite you want to delete and choose “Delete Favorite”. System Tools Insert Folders / Transactions Moving Favorites Insert a path to Favorites Rename favorites and folders Delete favorites and folders Download & Upload Favorite Back SAP - Overview

43 System Tools | Manage Favorites
Download & Upload Favorite You can save your favorites (to pass them to another user, for example) outside the SAP system and upload them to a new SAP session with a different user name: From the menu bar: Favorites -> Download to PC Save it to your local disk (as an XLS file). To upload the favorites choose “Upload from PC” . System Tools Insert Folders / Transactions Moving Favorites Insert a path to Favorites Rename favorites and folders Delete favorites and folders Download & Upload Favorite Type a file name + suffix (the file type ex. XLS) favorites.xls Back SAP - Overview

44 System Tools | Manage Favorites
Favorites Toolbar SAP Business Workplace (Office) Add to Favorites Delete from Favorites Change Favorite System Tools Changes folder layout - to User / SAP menu. The SAP menu is the system default. The User menu is customized according to the user’s authorizations Move Favorite Down Move Favorite up Back SAP - Overview

45 Business Workplace SAP office provides mailing services similar to MS Outlook - only internally. The advantage of using SAP mail is that you can send mail internally with reports/system messages, etc., without quitting SAP or exporting procedures. In order to enter the “SAP Business Workspace” push the SAP Business Workplace or from the menu bar System-> Services -> Business Workplace SAP Office Inbox Send mail Create a distribution list Send a report by mail SAP - Overview

46 SAP Office | Inbox Your SAP Inbox contains s sent to you by another SAP user from Netafim. SAP Office In the Workflow mailbox you may find s that were sent to you automatically because of your organizational position (like a purchasing request approval) Preview control buttons To read your and open attachments double click on the item of your choice. After reading mail the item automatically moves From the “Unread Document” folder to the “Documents” folder. SAP - Overview

47 SAP Office | Send mail To send SAP mail - from the menu bar: Workplace -> New Message - or - click on the “New message” icon The following screen opens: SAP Office Send Title - Required field Recipient (user name) - Required at least 1. if you don’t know the user name type the name and * so you can choose from a list Document Contents - Required field Express mail (your recipient will receive a break out message that he has a new mail (if they logged into SAP) Send as copy (CC) Send as blind copy (BCC) SAP - Overview

48 SAP Office | Create a distribution list
Click on the “Distribution list” icon on the workplace toolbar. SAP Office Click on the “Create” button or - from the menu bar: Distribution List -> Create (Click here to continue) Back to Main More Details SAP - Overview

49 SAP Office | Create a distribution list
Enter “Name” Enter “Title” Click next to the “Folder” field Push the “Create Folder” button after you filled-in the folder name and title. SAP Office Click next to the “Folder” field Push the “Create Folder” button. Back to Main More More Details SAP - Overview

50 SAP Office | Create a distribution list
In the Distr. List content tab select the users that you want as members in your distribution list and sign the relevant fields if you want a member or more to appear as CC/BCC Don’t forget to save!! SAP Office You can see that the distribution list was saved in the message bar. SAP - Overview

51 SAP Office | Send a report by mail
Enter any report (for example SU53) From the menu bar go to: system -> list -> send Forward as detailed in paragraph Send mail SAP Office SAP - Overview

52 summary We hope you now know more about SAP.
In this course you have learned to login to SAP, to navigate and use the SAP menus and interface, to use the system tools and to use the SAP Office easily. Thank you for your time and effort. IT Training / Netafim SAP - Overview


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