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SAP Basic Navigation Work Instruction Guide
November 2013 SAP Basic Navigation 1/27
SAP Basic Navigation SAP Basic Navigation

Welcome to SAP
Course Objectives
By the end of this course, you should be able to:
 Log on and off of SAP
 Change your password
 Navigate the User Menu
 Identify common SAP screen elements
 Locate help

Getting Started
Getting Started - Section Objectives
Section Objectives
By the end of this section, you should be able to:
 Log on to SAP
 Change your password at log on
 Log off of SAP

Desktop Icon
Logon Pad
Access SAP Application Server
On the Logon pad, ensure the "Systems" tab is selected.
Select the PRP or Production server (available at system go-live) from the Description list and click the "Log on" button.

Logging On
First Time User
Initial Password Reset
The first time you log onto SAP, the Change Password dialog box displays. Enter your desired password then click the "Continue" button (green checkmark).

Logging Off
Multiple Log Off Methods
There are four ways to log off SAP, but the simplest is to click the Exit button (yellow circle with the white up-arrow).
This triggers a pop-up box asking you to confirm your log off request. Click "Yes" to exit.
Easy Access Screen

Easy Access Screen - Section Objectives
Section Objectives
By the end of this section, you should be able to:
 Identify the components of the main menu
 Understand the status bar display
 Access a transaction from the SAP Easy Access menu
 Access a transaction from the command
 line
Easy Access Screen

SAP Main Menu
SAP Main Menu

SAP Main Menu
SAP Main Button Toolbar

SAP Application Toolbar

SAP Menu Tree
SAP Status Bar

SAP Status Bar
SAP Status Bar

Opening a Transaction
Open a Transaction from the Menu Tree
The menu tree is arranged in folders. The folders are organized by groups of modules, module, the processes within the module and, finally, transaction.
Groups of Modules > Module > Process > Transaction
Transactions are identified by their associated white cube.
Once you locate the transaction to open, double-click the transaction name in the menu tree and the transaction displays in a blank, ready for data entry format.

Open a Transaction from the Command Field
Important Screen Elements

Important Screen Elements - Section Objectives
Section Objectives
At the end of this section, you should be able to:
 Identify the screen title
 Recognize a matchcode
 Know which field is the active field
 Identify multiple selections
Transaction Screen Overview

Screen Title
Application Toolbar

Status Bar
Screen Layout

Screen Layout
Screen Entry Elements

Screen Entry Areas
Entry Components
Transaction screens employ several input field types to assist in completing the transaction or manipulate output data.
Input Fields
A yellow highlighted box is the active field where your cursor currently lies.
Required fields contain a box with checkmark icon and must be completed to finish the transaction.
Screen Entry Areas
Entry Components
Search/Selection Fields
Combo boxes denote a drop-down list of standardized selectable items.
Matchcode is a button to the right of a selected field where defined lists or search options are available.
Multiple Selection (range) buttons offer the ability to build both contiguous and non-adjoining data sets (e.g., to - from or this plus that).

Screen Entry Areas
Entry Components
Data Return Options
Check Boxes delineate data output by defining what data types are displayed. Check all the check boxes you need to retrieve the desired data.
Radio buttons also delineate data output, but allow only a single selection; this or that not both.
Getting Help

Getting Help - Section Objectives
Section Objectives
At the end of this section, you should be able to:
 Set up CoP Custom Help
 Access CoP Custom Help
 Access online training documentation through EBS Training Website: SAP Learning Center
 Open field help for field level information
SAP Learning Center Website
Website Location: www.portlandoregon.gov/SAPLC
The SAP Learning Center is located on PortlandOregon.gov and can be accessed from anywhere.
Help content includes user guides, job aids and work instructions.

Getting Help Overview
City of Portland Custom Help
CoP Custom Help
Before using CoP custom help, select the CoP Custom Help Setup option from the Help drop-down on the Main menu. This enables field level transaction assistance when selecting the CoP Custom Help.
These Help files are also freely accessible at the SAP Learning Center website: www.portlandoregon.gov/saplc

Field Level Help
Field Level Help
To locate field level help, select the respective field, then click the F1 key on your keyboard or the yellow question mark on the Main Button Toolbar to display the field help dialog box.

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Sap navigation 2013

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