Two methods to observe tutorial Standard Method This method allows presentation to be resized to user preference. Slide Show Method (Example below) Presentation fills entire screen Click on Slide Show tab at top of screen Click icon <From Beginning> Note: Either method; to advance click the progression arrow in the bottom right corner of each slide or press the down-arrow key.

Transaction Procedures Welcome to BSIP 101 Transaction Procedures “Initial Setup” Instructor: Stephen Wright DPI Technical Consultant

Purpose: To set primary default settings for BSIP usage.

Six transactions are required to complete initial setup. Interface Settings Setting up Purchase Orders Default Printer Monthly/Yearly Cost Reports Single Screen work Orders Extend Material Setup Let’s get started -

Interface Settings Purpose: To setup the primary screen to display better information.

From the SAP R/3 Easy Access screen Select: Extras Settings

A new window appears titled “Settings”. ü Check the boxes: Do not display picture Display technical names Click the checkmark to record changes. Purpose: This speeds access to the primary menu screen and adds transaction codes to the items on the favorites list.

Printer Settings Purpose: To setup a default printer.

From the SAP R/3 Easy Access screen Select System User Profile Own Data

A new window appears titled “Maintain User Profile”. Select the middle tab labeled Defaults

Select the Matchcode icon at the end of the Output Device field under the Spool Control heading.

Select the Matchcode icon at the end of the Output Device field under the Spool Control heading. A new window appears titled “Spool: Output Device” type DPI* in the Output Device field. Press <Enter>

Select the Matchcode icon at the end of the Output Device field under the Spool Control heading. A new window appears titled “Spool: Output Device” type DPI* in the Output Device field. Press <Enter> Two Selections appear: DPI_PRINTER (recommended) DPI_PRINTER_SELECT

The difference of the selections DPI_PRINTER_SELECT includes a Printer Options Selection window (shown to the right) every time the user chooses to print. Note: This feature is useful if the user consistently desires to use a different printer for certain tasks (ex: 30 Day Inspections at printer A; Preventative Maintenance prints at printer B, etc.) If the user prints to an individual printer; we suggest the option DPI_PRINTER utilized.

Double click on the printer name to make your selection. This will return you to the Defaults tab. ü the following: Print Now Delete After Output

Double click on the printer name to make your selection. This will return you to the Defaults tab. ü the following: Print Now Delete After Output Click on the Save Icon to record changes.

Single Screen Work Order Purpose: To set defaults; optimizing usage of work orders

Your screen should look similar to the example at the right. From the SAP R/3 Easy Access screen box type IW33 or from your favorites menu, select transaction IW33 – Display PM Order. Your screen should look similar to the example at the right.

Enter any valid work order in the Order field. Press <Enter>

From the SAP R/3 Easy Access screen Select Extras Settings Default Values

Your screen should look similar to the example at the right.

Planning Plant = 6000

Planning Plant = 6000 Planner group Select the Match Code Icon

Planning Plant = 6000 Planner group Select the Match Code Icon A new window appears. Select your county from the dropdown list by double clicking on the name. If your county is not present use the scroll bar to the right for this window.

Planning Plant = 6000 Planner group Select the Match Code Icon Main Work Center Enter: TECHWORK LEA’s Plant Code For training purposes with permission from the county; Macon County’s numbers are used: Planner group = 056 Main work center = 6056

Your screen should look similar Click on the Ext. procurement tab Your screen should look similar to the example at the right.

Purch. Group = A99

Purch. Group = A99 G/L acct = 52331003

Purch. Group = A99 G/L acct = 52331003 Material Group = VMRS

Purch. Group = A99 G/L acct = 52331003 Material Group = VMRS Click the Save Icon to record changes

Purch. Group = A99 G/L acct = 52331003 Material Group = VMRS Click the Save Icon to record changes Click the Green Check Icon to verify changes and to close the User Default Values Window.

Purch. Group = A99 G/L acct = 52331003 Material Group = VMRS Click the Save Icon to record changes Click the Green Check Icon to verify changes and to close the User Default Values Window. Click the Exit Icon to return to the main menu.

Extend Material Setup Purpose: To setup defaults; to extend materials

Your screen should look similar to the example at the right. From the SAP R/3 Easy Access screen box type ZMM01Z or from your favorites menu, select transaction ZMM01Z – Extend Material for Plant. Your screen should look similar to the example at the right.

Create Material (Initial Screen) A new window opens: Create Material (Initial Screen) Enter the Following: Material - Enter any valid material number. (Ex: For training purposes we selected FQA008425) Copy from… Material - Repeat the material number you used for step one.

Please recheck the DOT number and retry. Click Note: If the warning message appears at the bottom of the Create Material (Initial Screen) then the number entered is invalid. Please recheck the DOT number and retry.

A smaller new window appears; titled “Select View(s)” Click on the Select All Icon for this new window.

A new window appears; titled “Select View(s)” Click on the Select All Icon Use the scroll button to scroll down until you see: Warehouse Management 1 Warehouse Management 2

A new window appears; titled “Select View(s)” Click on the Select All Icon Use the scroll button to scroll down until you see: Warehouse Management 1 Warehouse Management 2 Remove the highlight from these two items by clicking on the button to the left of each of them.

Place a in Create views selected box. ü

ü Place a in Create views selected box. Click to record your selections made. ü

Place a in View selection only on request box. ü

ü Place a in View selection only on request box. Click to record your selections made. ü

Click

Click The Organizational Levels window appears

Click The Organizational Levels window appears Enter your: Plant Storage Loc. For training purposes with permission from the county; Macon County’s numbers are used: Plant = 6056 Storage Loc. = 8490

Click The Organizational Levels window appears Enter your: Plant Storage Loc. Under header “Copy from” enter: Plant = 6000 Storage Loc. = 8000

Click to record your selections made.

OR Click to record your selections made. Setup is complete. Click if you wish to extend this particular material to your plant. Click (to save) Click (to menu) OR Click to not extend this particular material to your plant. Click (to menu)

Setting Up ME21N Purpose: To setup Purchase Order Screen layout

Your screen should look similar to the example at the right. From the SAP R/3 Easy Access screen box type ME21N or from your favorites menu, select transaction ME21N – Create Purchase Order Your screen should look similar to the example at the right.

Your screen should look similar to the example at the right. A new window opens: Create Purchase Order Your screen should look similar to the example at the right.

Click to advance to the default settings menu.

A smaller new window appears; titled “Personal Settings” Select the Default values tab from this new window.

Your screen should look similar to the example at the right.

Click the Drop Menu icon for Document Type

Click the Drop Menu icon for Document Type From the Drop Menu use the slider bar to the right; scroll down until you find Dummy purchase order. Double click Dummy purchase order to make it your selection for Document Type.

Click the Drop Menu icon for Purchasing Org.

Click the Drop Menu icon for Purchasing Org. Double click DOT to make it your selection for Purchasing Org.

Click the Drop Menu icon for Purch. Group

Click the Drop Menu icon for Purch. Group From the Drop Menu use the slider bar to the right; scroll down until you find UNASSIGNED. Double click UNASSIGNED to make it your selection for Purch. Group.

Click the Drop Menu icon for Company Code

Click the Drop Menu icon for Company Code From the Drop Menu use the slider bar to the right; scroll down until you find NCDPI. Double click NCDPI to make it your selection for Company Code.

Click

A smaller new window appears; titled “Change Layout”

A smaller new window appears; titled “Change Layout” Move Currency from the Hidden fields section to the Display fields section by clicking on the button to the left of Currency.

A smaller new window appears; titled “Change Layout” Move Currency from the Hidden fields section to the Display fields section by clicking on the button to the left of Currency. Next click the Show Selection Fields Icon Currency will now be in the Display fields section.

A smaller new window appears; titled “Change Layout” Move Currency from the Hidden fields section to the Display fields section by clicking on the button to the left of Currency. Next click the Show Selection Fields Icon Currency will now be in the Display fields section. Click to record selection changes.

By clicking on the button you will be returned to the “Default values” tab. The Currency input field will now show on the Default values tab.

Click the Match Code icon for Currency

Click the Match Code icon for Currency A new window appears titled “Currency Key” Click once on the header the red arrow should change from pointing up to now pointing down . From the Drop Menu use the slider bar to the right; scroll down until you find USD. Double click USD to make it your selection for Currency.

Your screen should look similar to the example at the right.

Select the Purchase Order Item sub-tab

Your screen should look similar to the example at the right.

Enter your: Plant Storage Loc. ü The fields Always Propose to the right of Plant and Storage Location For training purposes with permission from the county; Macon County’s numbers are used: Plant = 6056 Storage Loc. = 8490

Click to record your selections made.

Click to record your selections made. This will return you to the main Create Purchase Order screen. Arrange columns to your desired preference. Q. How? A. Click on column header; while holding the mouse button down drag column to left or right.

Click Table Setting icon to open the Table Settings window. Enter your username in the Variant field. Click the button to create the new table. Click to record all changes. Click to return to main menu.

Initial Setup is complete

Questions Email: Stephen.Wright@dpi.nc.gov

Thank You! Stephen Wright Technical Consultant