Influence Next-Gen Leaders SAP University Alliances North America Introduction to Global Bike Inc. A Data Set for the SAP UA Program Influence Next-Gen Leaders

Introduction to SAP SAP University Alliances Author Stefan Weidner Babett Koch Chris Bernhardt Product SAP ERP 6.0 EhP4 Level Beginner Focus Cross-functional integration SD, MM, PP, FI, CO, HCM, WM, PS, EAM Version 2.30 Last Update May 2014

Course Overview Introduction to SAP Navigation Introduction to GBI Sales and Distribution Materials Management Production Planning and Controlling Financial Accounting Controlling Human Capital Management Warehouse Management Project System Enterprise Asset Management

SAP ERP Core Applications Concepts Agenda Introduction to SAP SAP Architecture SAP ERP Core Applications Concepts Organizational Units Master Data Transaction Data Documents

Who is SAP? SAP AG Company Statistics Founded in Walldorf, Germany in 1972. Five former IBM systems analysts in Mannheim, Germany formed Systemanalyse und Programmentwicklung (Systems Analysis and Program Development, or SAP) World’s Largest Business Software Company World’s Third-largest Independent Software Provider Company Statistics Over 65,000 employees in more than 75 countries 232,000+ customers in more than 180 countries 200,000+ installations 2,500+ Business Partners Source: SAP AG website SAP is the worlds biggest enterprise for firm-comprehensive software and the third biggest independent software supplier. Our firm history is rich in innovation and growth which makes us an actual industrial leader. SAP Americas 12 Million Users. 100,600 Installations 1,500 Partners. SAP America is a subcontractor of the SAP AG, the worldwide biggest enterprise for firm comprehensive software and the third biggest independent software supplier. The principal office of SAP Americas is located in Newtown Square, PA, a suburb of Philadelphia. Our employees and managers lead a professional team which offers a high level of customer support and service. Founded in 1972 as Systems Applications and Products in data processing, the SAP has a rich history in innovation and growth which makes us the leader in industry solutions for all types of industries in every important sales market. The enterprise with its head office in Walldorf in Germany employs more than 37700 employees in more than 50 states and serves more than 34600 customers world wide. Experience, Knowledge and Technology for Enterprise Development SAP used our enormous experience to develop mySAP Business Suite – the significant software family for industry solutions for the modern economy. These solutions are open and flexible and support databases and applications, operation systems and hardware of nearly every important vendor. Besides, mySAP Business Suite enables collaboration of employees, customers and business partners at every time and at any location. Through the development of the best technology and best service as well as development resources SAP developed a business platform that opens valueable information resources, improves the efficience of the logistics supply chain and builds strong customer relations. Using the Global Solution Center SAP Americas indentifies customer needs and develops solutions to serve these needs. SAP is represented at several bourses, amongst others in Frankfurt and in New York.

SAP Portfolio Strength World-wide usage Designed to satisfy the information needs for all business sizes (small local to large all international) Multi-lingual Multi-currency Multi-balance (parallel G/L Accounting) Designed to satisfy the information needs for all industries, e.g. Automotive Banking Retail Public Sector Higher Education and Research etc.

SAP Enterprise Resource Planning (SAP ERP) Enables a company to support and optimize its business processes Ties together disparate business functions (integrated business solution) such as Finance (Financial Accounting, Managerial Accounting, Treasury, …) Logistics (Sales, Procurement, Production, Fulfillment, …) Human Resources etc. Helps the organization run smoothly Real-time environment Scalable and flexible

SAP ERP Core Applications Concepts Agenda Introduction to SAP SAP Architecture SAP ERP Core Applications Concepts Organizational Units Master Data Transaction Data/ Documents

Client/Server Environment SAP Architecture Client/Server Environment Client – hardware/software environment that can make a request for services for a central repository of resources Server – hardware/software combination that can provide services to a group of clients in a controlled environment Three – Tier Structure User Interface Graphical User Interface or Web Interface Application Server One or more, help distribute work load Database Server One single data repository

SAP Business Suite SAP ERP SAP NetWeaver SAP SCM SAP PLM SAP SRM SAP CRM SAP ERP

SAP Enhancement Packages Optionally installed and activated Software Innovations for SAP ERP 6.0 Software Innovations are UI simplifications Functional Enhancements Enterprise Services SAP Enhancement Packages are built on different Enhancement Packages Are no Support Packages BUSINESS SUITE SAP ERP 6.0 SAP NetWeaver Enterprise Services Repository Enhancement Packages

Composite Application Framework SAP Net Weaver Integration Layers of SAP NetWeaver® are: People Integration Information Integration Process Integration Application Platform SAP NetWeaverTM PEOPLE INTEGRATION INFORMATION INTEGRATION PROCESS INTEGRATION APPLICATION PLATFORM Multi-Channel Access Portal Collaboration Business Intelligence Knowledge Management Master Data Management J2EE ABAP DB and OS Abstraction Integration Broker Business Process Management Lifecycle Management Composite Application Framework

SAP ERP Core Applications Concepts Agenda Introduction to SAP SAP Architecture SAP ERP Core Applications Concepts Organizational Units Master Data Transaction Data Documents

SAP ERP Business Modules Collections of logically related transactions within identifiable business functions MM (“Buy”) PP (“Make”) SD (“Sell”) FI and CO (“Track”) HCM (“People”) WM (“Store”) EAM (“Maintain”) CS (“Service”)

SAP ERP Core Applications Logistics Sales & Distribution Materials Management Production Planning Plant Maintenance Quality Management Finance Financial Accounting Managerial Accounting Asset Management Treasury Human Capital Management Personnel Management Benefits Payroll

SAP ERP Core Applications Concepts Agenda Introduction to SAP SAP Architecture SAP ERP Core Applications Concepts Organizational Units Master Data Transaction Data Documents

Data Types in ERP Systems Organizational Data Master Data Transaction Data …

Data Types in ERP Systems Organizational Data Master Data Transaction Data Company Code Person Purchase Order Plant Material Invoice Storage Location Customer Quotation Distribution Channel Vendor Sales Order Purchase Organization Condition Transportation Order …

Organizational Data Define the enterprise structure by means of legal or respectively business usage Task is to adopt some functions inside of an enterprise and execute them Juridical entities, plants, storage locations, sales organizations, profit center Examples: Client Highest organizational unit Represents the enterprise which consists out of several parts Company Code Represents judicial entities in an enterprise Central organizational unit in external accounting Sales organization An organizational unit that executes the sale and distribution of products and offers services

Organizational Unit SAP Terminology: Enterprise Company Subsidiary Client Company Code Plant Sales Organization Division Storage Location Company Subsidiary Plant Sales Organization Sales Organization Department Division Business Area Storage Location

Long term data that represent data sets mostly Examples: Master Data Long term data that represent data sets mostly Examples: Sales and Distribution: Customer Master Material Master Condition Master

Example: Material Master - Views Sales Data General Data Purchasing Data Mat. Plan. Data Material Master Forecast Data Storage Data Legal Control Data Quality Data Accounting Data

Example: Material Master General Data apply for the whole company: Name Weight Unit of Measure Client XXX Distribution Specific Information: Delivering Plant Loading Group Storage Location Specific Information: - Stock Quantity Sales Organization A Storage Location 1 All of this together makes up the Master Record for a Material. Sales Organization B Storage Location 2

Transaction Data Process related data that is short-lived and dedicated to certain master data Master data of a vendor can be assigned to transaction data that concern the sales volume development Include: Organizational level Master data Situational data Example: customer order Organizational level : client, company code, sales organization Master data: customer master, material master Situational data: date, time, person, amount

SAP ERP Core Applications Concepts Agenda Introduction to SAP SAP Architecture SAP ERP Core Applications Concepts Organizational Units Master Data Transaction Data Documents

Data sets that are generated if a business transaction was executed Documents Data sets that are generated if a business transaction was executed Is a record of the business transaction Includes all relevant predefined information from the master data and organizational entities Example: Sales Document Purchasing Document Material Document Accounting Document

Document Flow The document flow as well as the order status allow the setting of the status at any point in time SAP revises the status at every time a change in a document takes place

SAP Concepts SAP University Alliances Authors Claudia Kroliczek Stefan Weidner Product SAP ERP 6.0 EhP7 Level Beginner Focus Basic concepts Version 2.30 Last Update July 2014

Basic Concepts Organizational Data Master Data Process Data Documents

Organizational Units Define the enterprise structure for legal and business purposes Legal units, plants, warehouses, sales organizations, profit centers Examples: Client Highest organizational unit Represents an enterprise consisting of other organizational units Company Code Smallest org unit for which you can maintain a legal set of books Sales Organization An organizational unit responsible for the sale of certain products or services. The responsibility of a sales organization may include legal liability for products and customer claims

Organizational Units Enterprise Firm Company Factory Sales SAP Terminology: Enterprise Client Company Code Plant Sales Organization Division Storage Location Firm Company Factory Sales Organization Sales Region Department Division Business Area Warehouse

Organizational Units in Logistics Client Company Code A Company Code B Plant A Plant B Storage Location 1 Storage Location 2

Organizational Units in Procurement central Purch. Organization A Company Code x Company Code y Purch. Organization B Purch. Organization C Plant 1 Plant 2 Plant 3 cross-plant plant-specific

Organizational Units in Sales and Distribution Company Code Sales Organization A Sales Organization B Distr. Channel Internet Distr. Channel Retail Distr. Channel Retail Division Bicycles Division Motorcycles Division Bicycles Division Bicycles Sales Area

Organizational Units in Accounting Client Controlling Area A Controlling Area B Chart of Accounts x Chart of Accounts y Company Code 1 Company Code 2 Company Code 3 Company Code 4

Organizational Units in Human Capital Management Client Company Code A Company Code B Personnel Area x Personnel Area y Personnel Area z Personnel Subarea 1 Personnel Subarea 2

Static data (master records) Examples: Master Data Static data (master records) Examples: Sales Customer master records Material master records Conditions

Material Master Data - Views Sales Data Basic Data Purchasing Data Mat. Plan. Data Material Master Forecasting Data Storage Data Controlling Data Quality Data Accounting Data

Material Master Data - Views General Information relevant for the entire organization: Name Weight Unit of Measure Client XXX Sales specific information: Delivering Plant Loading Grp Storage Location specific information: Stock Qty Sales Org. UW00 Storage Loc. FG00 All of this together makes up the Master Record for a Material. Storage Loc. TG00 Sales Org. UE00

Process Data Dynamic data created during business process Contain Organizational level (data) Master data Situation data Example: Sales order Org. units: client, company code, sales organization Master data: customer, material Situation data: date, time, person, amount

Generated data documenting a business process Documents Generated data documenting a business process Represents business process in SAP system Contains all relevant information from master and process data Examples: Sales order Purchasing order Material document Financial document

Document Flow The document flow and order status feature allows you to find the status of an order at any point in time. The SAP updates the order status every time a change is made to any document created.

Global Bike Inc. SAP University Alliances Authors Simha Magal Stefan Weidner Jeff Word Product SAP ERP 6.0 EhP7 Level Beginner Focus Basic concepts Version 2.30 Last Update July 2014

Course Overview Introduction to SAP Navigation Introduction to GBI Sales & Distribution Materials Management Production Planning Financial Accounting Controlling Human Capital Management Warehouse Management Project System

Unit Overview Global Bike Group Organizational Structure Products Business Partners Business Processes

Global Bike Group Background: History: Global concern using full ERP capabilities Consists of two companies located in the US and in Germany History: John Davis won numerous mountain bike championships in the US In 1990, started his own mountain bike company (Frankenstein Bikes) Peter Schwarz grew up on road bikes in the Black Forest, Germany As a student, he engineered ultra-light composite frames In 1993, started his own bike frame company (Heidelberg Composites) Both met in 2000 In 2001, merged to form Global Bike Inc.

Global Bike Group Strategy: John and Peter are Co-CEOs John is responsible for (in terms of reporting) Sales, Marketing, Service and Support, IT, Finance, and Human Resources sells products and brings in money Peter is responsible for Research, Design, Procurement, and Manufacturing Groups builds products and spends money World-class bicycle company serving both the professional and “prosumer” in touring and off-road racing. Focus on: Quality Toughness Performance

Organizational Structure (Overview) Global Bike Group Concern Co-CEO John Davis Co-CEO Peter Schwarz Global Bike Inc. Global Bike Germany GmbH Companies Dallas Miami San Diego Heidelberg Hamburg Locations

Organizational Structure (Human Resources) Employees (US and Germany)

Products Trading Goods Accessories Safety Gear Other Raw Materials

Products Semi-Finished Goods Finished Goods Touring Bikes (Deluxe, Professional) in three colors Off-Road Bikes (Men, Women)

Business Partners Customers (US and Germany)

Business Partners Vendors (US and Germany)

Business Processes Sell – Fulfillment Buy – Procurement Make – Production Track – Financial Accounting Track – Controlling People – Human Capital Management Store – Inventory and Warehouse Management Maintain – Enterprise Asset Management Service – Customer Service Project – Project Management

Cross-functional Integration ERP - Enterprise Resource Planning - breaks down the traditional barrier that exist within a corporation.  For anyone to benefit from ERP, everyone has to contribute, this is the key to ERP survival. There has to be a common agenda throughout the business.  To get the commitment from everyone, everyone has to believe their needs and objectives are addressed by the plan, learning the tools and techniques to accomplish this is then relatively easy. Source Unknown

Process Integration (example) Order-to-Cash Process Sales and Distribution (SD) Materials Management (MM) Financial Accounting (FI)

Process Integration (example) Procure-to-Cash Process Materials Management (MM) Financial Accounting (FI)

Navigation SAP University Alliances Author Stefan Weidner Product SAP ERP 6.0 EhP7 Global Bike Inc. Level Beginner Focus SAP ERP 6.0 EhP4 Version 2.30 Last Update June 2014

Course Overview Introduction to SAP Navigation Introduction to GBI Sales & Distribution Materials Management Production Planning Financial Accounting Controlling Human Capital Management Warehouse Management Project System

Content User guidance User specific settings Navigation in SAP Easy Access Menu Help

Learning Targets At the end of this chapter you can name the window elements, navigate in an SAP system, apply personal system settings, effectively use help.

LOGON SAP Connection Name: BK4 Client 417 User: GBI-### Initial Password: StCloudS

SAP Easy Access Menu

SAP Easy Access Menu (cont.)

New Design Header data Position overview Position details Remember your assigned ### number from your SAP login ID and use it whenever the ### input number is required.

Help Functions F1: Description of input fields F4: Value list

SAP Help Portal http://help.sap.com

Favorites

Transaction Codes

Transaction SEARCH_SAP_MENU

User Profile Settings (local PC)

User Profile Settings (SAP system)

Desktop Shortcut

Summary You are now able to: name the window elements, navigate in an SAP system, apply personal system settings, effectively use help.

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