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

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Presentation on theme: "Introduction Login SAP Interface System Tools Business Workplace SAP Overview SAP Training Netafim Academy - Organizational Development Introduction Login."— Presentation transcript:

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

2 Introduction Login SAP Interface System Tools SAP Office SAP - Overview2 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 Last Slide Viewed Next Slide Table of content Introduction

3 Introduction | Table of contents MainSub mainRelated (hidden) IntroductionGoals What is SAP?! SAP in Netafim LoginGeneralCitrix - local client Citrix - Web client Login from Program Menu SAP Logon-pad SAP InterfaceScreen Structure Standard Toolbar Layout menu Multiple Sessions Dynamic Toolbar Navigation Area Status Bar Message Area SU53 SAP - Overview3 MainSub mainRelated (hidden) System ToolsSearch 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 WorkplaceInbox Sent Items Create a distribution list Send a report by mail summaryTo sum it all You can always return to this slide by clicking this button

4 Introduction Login SAP Interface System Tools SAP Office SAP - Overview4 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:

5 Introduction Login SAP Interface System Tools SAP Office SAP - Overview5 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 Netafim has implemented SAP R/3 (“R” for real-time data processing) and is continuously implementing new modules and extensions integrated into SAP.R/3 Introduction

6 Login SAP Interface System Tools SAP Office SAP - Overview6 R/3 (SD, MM, PP, QM, PM, HR, FI, CO) Introduction | Netafim SAP Road map Introduction IsraelAustralia & New Zealand Mexico Chile USAIndia Reynosa SAP R/3 Modules / Sub-Modules expansions On 2007 plan Rollouts + Production Sites CRM SRM MDM SEM (KPI, BPS, BCS) XI Portal BW Users and Systems WM ATP PLM

7 Introduction Login SAP Interface System Tools SAP Office SAP - Overview7 Introduction | SAP R/3 R/3 Client / Server ABAP/4 FI Financial Accounting CO Controlling AM Fixed Assets Mgmt. PS System WF Workflow IS Industry Solutions MM Materials Mgmt. HR Human Resources SD Sales & Distribution PP Production Planning QM Quality Management PM Plant Maintenance Introduction

8 Login SAP Interface System Tools SAP Office SAP - Overview8 Login | General Login Citrix - local client Citrix - Web client Login from Program Menu To skip explanation of Citrix login - click here or press “Next”click hereNext

9 Introduction Login SAP Interface System Tools SAP Office SAP - Overview9 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

10 Introduction Login SAP Interface System Tools SAP Office SAP - Overview10 Login | Citrix - web access Login to Citrix (http://gate.netafim.com)http://gate.netafim.com Approve the security alert (press “Yes”) Login To “login” main menu - click here To skip to SAP login - click here

11 Introduction Login SAP Interface System Tools SAP Office SAP - Overview11 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

12 Introduction Login SAP Interface System Tools SAP Office SAP - Overview12 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 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

13 Introduction Login SAP Interface System Tools SAP Office SAP - Overview13 Login | Citrix - web access Choose Virtual PC - or - login directly from the “SAP GUI” icon. Choose the “Citrix” application Click here for further instructions regarding login from “SAP GUI” Click here for further instructions regarding login from “SAP GUI” Click here for further instructions regarding login from “Virtual PC” Click here for further instructions regarding login from “Virtual PC” To “login” main menu - click here To skip to SAP login - click here

14 Introduction Login SAP Interface System Tools SAP Office SAP - Overview14 Login | SAP Logon-pad IN Virtual PC To login the SAP system press double click on the SAP Logon-pad icon Or - From start menu -> Programs -> SAP Frontend Login

15 Introduction Login SAP Interface System Tools SAP Office SAP - Overview15 Login | SAP Production The following screen will open. ›Press double click on “Netafim Production” Login 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. 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 Note - each environment requires separate authorizations, user name and password

16 Introduction Login SAP Interface System Tools SAP Office SAP - Overview16 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 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 Login

17 Introduction Login SAP Interface System Tools SAP Office SAP - Overview17 SAP Interface | Screen Structure Navigation Area Navigation Area Message Area Message Area Standard Toolbar Dynamic Toolbar Dynamic Toolbar Status Bar For more details click on each frame SAP Interface Layout Menu Menu bar Application Button Application Button

18 Introduction Login SAP Interface System Tools SAP Office SAP - Overview18 SAP Interface | Standard Toolbar Icon DescriptionFunctionIcons 1EnterConfirms the data you have selected or entered on the screen. 2Command FieldAllows you to enter commands, such as transaction codes. 3SaveSaves your work. Same Function as Save in the Edit menu. 4BackBrings you back to the previous screen without saving your data. 5ExitExits the current function without saving. 6CancelExits the current task without saving 7Execute and PrintPrints data from the current screen. 8FindSearches for data required in the current screen. 9Search AgainPerforms an extended search for data required in the current screen. SAP Interface More Details More Details Back to Main Back to Main

19 Introduction Login SAP Interface System Tools SAP Office SAP - Overview19 SAP Interface | Standard Toolbar Icon DescriptionFunctionIcons 10First PageScrolls up to the first page. Same as CTRL + Page Up key. 11Previous PageScrolls up to the previous page. Same as Page up Key 12Next PageScrolls down to the next page. Same as Page down Key 13Last PageScrolls down to the last page. Same as CTRL + Page Down Key 14Create SessionCreates a new SAP session. 15Create ShortcutAllows you to create a desktop shortcut to any SAP transaction, or report. 16Help / F1Provides help for the field where the cursor is positioned. 17Layout menuAllows you to customize the display options. Back to Main Back to Main SAP Interface More Details More Details

20 Introduction Login SAP Interface System Tools SAP Office SAP - Overview20 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.message area 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) 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) 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) SAP Interface Back to Main Back to Main More Details More Details

21 Introduction Login SAP Interface System Tools SAP Office SAP - Overview21 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 Back to Main More Details More Details

22 Introduction Login SAP Interface System Tools SAP Office SAP - Overview22 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. 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) SAP Interface Back to Main Back to Main More Details More Details

23 Introduction Login SAP Interface System Tools SAP Office SAP - Overview23 In order to end an active session from your menu bar: System -> End Session - or - press on the button. SAP Interface | Multiple Sessions SAP Interface Back to Main Back to Main More Details More Details Click (single click) on the SAP icon in the upper-left window corner Choose “Stop Transaction” From this menu you can control the window layout and control the active window by creating new session or stop transaction.

24 Introduction Login SAP Interface System Tools SAP Office SAP - Overview24 SAP Interface | Dynamic Toolbar Note: the arrangement of the icons in the dynamic toolbar will change depending on the specific transaction type being displayed. Icon DescriptionIconsIcon DescriptionIcons 18SAP User Menu22Delete Favorites 19SAP Menu23Change Favorites 20SAP Business workplace24Move Favorites Down 21Add to Favorites25Move Favorites Up SAP Interface Back to Main Back to Main More Details More Details

25 Introduction Login SAP Interface System Tools SAP Office SAP - Overview25 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 Back to Main More Details More Details

26 Introduction Login SAP Interface System Tools SAP Office SAP - Overview26 SAP Interface | Status Bar The status bar provides you with information from the active session - like: transaction name, user name. etc. Click (single click) on this arrow SAP Interface NTP = Production

27 Introduction Login SAP Interface System Tools SAP Office SAP - Overview27 SAP Interface | Message Area The messages in the message area change according to the specific transaction. For example: 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. Identifies error messages Identifies other system messages SAP Interface Back to Main Back to Main More Details More Details

28 Introduction Login SAP Interface System Tools SAP Office SAP - Overview28 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:new session ›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 -> SendSAP office SAP Interface Back to Main Back to Main More Details More Details

29 Introduction Login SAP Interface System Tools SAP Office SAP - Overview29 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

30 Introduction Login SAP Interface System Tools SAP Office SAP - Overview30 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. Click here for more information about the search toolbar Click here for more information about the search toolbar 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 (.XLS)

31 Introduction Login SAP Interface System Tools SAP Office SAP - Overview31 Click here to know more about using * (asterisk ) Click here to know more about using * (asterisk ) 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) 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* System Tools

32 Introduction Login SAP Interface System Tools SAP Office SAP - Overview32 System Tools| Adjust your preview You can control your interface preview from the layout menu and also from the “Extras” menu:layout menu The system defaults are with the favorites folders at the head of the list 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 System Tools

33 Introduction Login SAP Interface System Tools SAP Office SAP - Overview33 System Tools| Search Icon DescriptionIconsIcon DescriptionIcons 1Copy6Create Values 2Restrict Values7Display all Values 3Insert in Personal List8Keep 4Delete From Personal List9Close 5Find Search Toolbar Click here for more information about “find” option System Tools Back

34 Introduction Login SAP Interface System Tools SAP Office SAP - Overview34 System Tools| Search 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 Search Toolbar System Tools Back

35 Introduction Login SAP Interface System Tools SAP Office SAP - Overview35 System Tools| Search 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 ______-__ * - finds all the numbers that start with 1000 – 1000_-______ The result will be a hit list: * (asterisk) System Tools Back

36 Introduction Login SAP Interface System Tools SAP Office SAP - Overview36 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. 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 Click here to learn about the favorites toolbar System Tools

37 Introduction Login SAP Interface System Tools SAP Office SAP - Overview37 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 continueClick here to continue System Tools | Manage Favorites Insert Folders / Transactions Moving Favorites Insert a path to Favorites Rename favorites and folders Delete favorites and folders Download & Upload Favorite From the menu bar From the menu bar Right click on your Favorites folder Right click on your Favorites folder System Tools Back

38 Introduction Login SAP Interface System Tools SAP Office SAP - Overview38 System Tools | Manage Favorites Insert Folders / Transactions Moving Favorites Insert a path to Favorites Rename favorites and folders Delete favorites and folders Download & Upload Favorite 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 Back

39 Introduction Login SAP Interface System Tools SAP Office SAP - Overview39 System Tools | Manage 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. Moving Favorites Insert Folders / Transactions Moving Favorites Insert a path to Favorites Rename favorites and folders Delete favorites and folders Download & Upload Favorite 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. System Tools Back

40 Introduction Login SAP Interface System Tools SAP Office SAP - Overview40 System Tools | Manage 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) Insert a path to Favorites Insert Folders / Transactions Moving Favorites Insert a path to Favorites Rename favorites and folders Delete favorites and folders Download & Upload Favorite In order to add this path to the favorites folder, enter the path and then press (add to favorites) icon. System Tools Back

41 Introduction Login SAP Interface System Tools SAP Office SAP - Overview41 System Tools | Manage Favorites 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. Rename favorites and folders Insert Folders / Transactions Moving Favorites Insert a path to Favorites Rename favorites and folders Delete favorites and folders Download & Upload Favorite System Tools Back

42 Introduction Login SAP Interface System Tools SAP Office SAP - Overview42 System Tools | Manage Favorites 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”. Delete favorites and folders Insert Folders / Transactions Moving Favorites Insert a path to Favorites Rename favorites and folders Delete favorites and folders Download & Upload Favorite System Tools Back

43 Introduction Login SAP Interface System Tools SAP Office SAP - Overview43 System Tools | Manage Favorites 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: Download & Upload Favorite Insert Folders / Transactions Moving Favorites Insert a path to Favorites Rename favorites and folders Delete favorites and folders Download & Upload Favorite 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”. Type a file name + suffix (the file type ex. XLS) Type a file name + suffix (the file type ex. XLS) favorites.xls System Tools Back

44 Introduction Login SAP Interface System Tools SAP Office SAP - Overview44 System Tools | Manage Favorites Favorites Toolbar Add to Favorites Add to Favorites Delete from Favorites Delete from Favorites Change Favorite Change Favorite Move Favorite up Move Favorite up Move Favorite Down Move Favorite Down SAP Business Workplace (Office) SAP Business Workplace (Office) 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 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 System Tools Back

45 Introduction Login SAP Interface System Tools SAP Office SAP - Overview45 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 Inbox Send mail Create a distribution list Send a report by mail SAP Office

46 Introduction Login SAP Interface System Tools SAP Office SAP - Overview46 SAP Office | Inbox Your SAP Inbox contains s sent to you by another SAP user from Netafim. In the Workflow mailbox you may find s that were sent to you automatically because of your organizational position (like a purchasing request approval) 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. Preview control buttons SAP Office

47 Introduction Login SAP Interface System Tools SAP Office SAP - Overview47 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: Title - Required field Document Contents - 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 Send 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 Office

48 Introduction Login SAP Interface System Tools SAP Office SAP - Overview48 SAP Office | Create a distribution list Click on the “Distribution list” icon on the workplace toolbar. Click on the “Create” button or - from the menu bar: Distribution List -> Create (Click here to continue) SAP Office Back to Main Back to Main More Details More Details

49 Introduction Login SAP Interface System Tools SAP Office SAP - Overview49 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. Push the “Create Folder” button. Click next to the “Folder” field More SAP Office Back to Main Back to Main More Details More Details

50 Introduction Login SAP Interface System Tools SAP Office SAP - Overview50 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!! You can see that the distribution list was saved in the message bar. SAP Office

51 Introduction Login SAP Interface System Tools SAP Office SAP - Overview51 SAP Office | Send a report by mail Enter any report (for example SU53)SU53 From the menu bar go to: system -> list -> send Forward as detailed in paragraph Send mail Send mail SAP Office

52 Introduction Login SAP Interface System Tools SAP Office SAP - Overview52 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


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