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Using SAP: A Guide for Beginners and End Users


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SAP ERP Financials: Configuration and Design (2nd Edition)
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by: Olaf Schulz

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On-line Price: $64.95 (includes GST)

Paperback package 382

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Retail Price: $76.95

Publisher: SAP Press,15.12.11

Category: SAP Level:

ISBN: 1592294081
ISBN13: 9781592294084

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. Learn to easily navigate the SAP system
. Work with SAP modules step-by-step
. Includes many examples and detailed SAP illustrations

Learn how to use SAP!
Do you need to understand how to use SAP software in your day-to-day work? In this book, you'll find easy-to-follow, hands-on information that helps you become familiar with SAP. You'll learn how to navigate the system and get instruction on the SAP system-enriched with many examples and exercises. Whether you use this as an exercise book or as a reference tool, you'll find what you need to become more comfortable and work effectively with SAP.
Highlights

. Logging on and off the system
. Navigating the system
. Drawing on system layout and user data
. Reporting
. Printing
. Automating tasks
. Messaging and the business workplace
. Handling roles and authorizations
. Using help functions
. Working with the SAP modules
The Author

Olaf Schulz works as an SAP consultant and trainer, with over 15 years of IT and project management experience. He offers you first-hand knowledge and expertise that will help you understand and use SAP quickly and easily.

Quote from author:
"Benefit from my experiences in training SAP users. You'll learn how to work quickly and safely with SAP using the many examples this book provides."
Table of Contents


  ... About This Book ... 13


  Part I ... The SAP Enterprise ... 19


  1 ... Brief History of the SAP Enterprise ... 21


  1.1 ... Getting Started: From RF to SAP R/3 ... 21


  1.2 ... SAP from the Turn of the Millennium to the Present ... 24


  2 ... How Does SAP Software Work? ... 27


  2.1 ... What Is "Standard Software"? ... 27


  2.2 ... Adapting the SAP System to an Enterprise ... 28


  2.3 ... What If the Standard Is Not Sufficient? ... 30


  2.4 ... Orientation Toward the Process ... 31


  2.5 ... Real Time ... 32


  2.6 ... Central Data-Decentralized Processing ... 32


  3 ... Overview of the Most Critical SAP Products ... 35


  3.1 ... Complete Package: SAP Business Suite ... 35


  3.2 ... The Central Component: SAP ERP ... 36


  ... Accounting ... 38


  ... Human Resources ... 39


  ... Logistics ... 40


  3.3 ... Maintaining Customer Relationships: SAP CRM ... 42


  3.4 ... Optimizing Supplier Relationships: SAP SRM ... 43


  3.5 ... The Entire Lifecycle of a Product: SAP PLM ... 44


  3.6 ... For all Supply Chain Elements: SAP SCM ... 45


  3.7 ... Industry Solutions ... 47


  3.8 ... Special Software for Medium-Sized Enterprises ... 48


  ... SAP Business One ... 48


  ... SAP Business All-in-One ... 48


  ... SAP Business ByDesign ... 48


  3.9 ... The Technical Basis: SAP NetWeaver ... 49


  Part II ... Basic Principles of System Operation ... 53


  4 ... Organizational Structures and Master Data ... 55


  4.1 ... Organizational Structures ... 55


  4.2 ... Master Data ... 62


  4.3 ... Try It! ... 69


  5 ... Logging on to the SAP System ... 71


  5.1 ... SAP Logon ... 71


  ... Establishing a Connection to the SAP System ... 71


  ... Changing Connection Settings for the SAP System ... 73


  5.2 ... Logging on for the First Time ... 75


  5.3 ... Logging on to the System ... 77


  5.4 ... The SAP User Interface ... 78


  ... Menu Bar ... 79


  ... Standard Toolbar ... 80


  ... Title Bar ... 81


  ... Command Field ... 82


  ... Status Bar ... 82


  5.5 ... Logging off from the SAP System ... 83


  5.6 ... Try It! ... 84


  6 ... Navigating in the SAP System ... 87


  6.1 ... Overview of the Navigation Options ... 87


  6.2 ... Navigating via the SAP Easy Access Menu ... 89


  6.3 ... Navigating via Transaction Codes ... 90


  6.4 ... Entering Data in the SAP System ... 94


  ... Tab ... 95


  ... Screen Area ... 95


  ... Field ... 96


  ... Button ... 97


  ... Function Keys ... 97


  ... Checkbox ... 97


  ... Radio Button ... 98


  ... Dialog Window ... 98


  6.5 ... Input Help ... 98


  6.6 ... Working with Sessions ... 99


  6.7 ... Try It! ... 102


  7 ... Maintaining the System Layout and User Data ... 103


  7.1 ... Creating Links on the Desktop ... 103


  7.2 ... Maintaining Your Own User Data ... 104


  7.3 ... Adapting the Local Layout ... 107


  7.4 ... Creating Favorites ... 112


  ... Adding Transactions to the Favorites ... 112


  ... Adding Websites to the Favorites ... 114


  ... Adding Files or Programs to the Favorites ... 115


  ... Deleting Favorites ... 116


  7.5 ... Prepopulating Parameters for Fields ... 116


  7.6 ... Holding, Setting, and Deleting Data ... 120


  7.7 ... Try It! ... 121


  8 ... Creating Evaluations and Reports ... 123


  8.1 ... Using Standard Reports in the SAP System ... 123


  8.2 ... Finding Standard Reports ... 127


  ... Searching for Reports ... 127


  ... Calling Reports in the SAP Easy Access Menu ... 129


  8.3 ... Exporting Lists to Microsoft Excel ... 129


  8.4 ... Using Variants ... 131


  8.5 ... Other Reporting Options in SAP ERP ... 133


  8.6 ... Try It! ... 134


  9 ... Printing ... 135


  9.1 ... Overview of the Print Functions ... 135


  9.2 ... Using Spool Requests ... 137


  9.3 ... Changing the Default Printer ... 141


  9.4 ... Creating Screenshots ... 143


  9.5 ... Try It! ... 144


  10 ... Automating Tasks ... 145


  10.1 ... Background Jobs ... 145


  10.2 ... Batch Processing (Batch Input) ... 156


  ... Creating Batch Input Sessions ... 156


  ... Processing Batch Input Sessions ... 160


  10.3 ... Try It! ... 162


  11 ... Working with Messages and Business Workplace ... 163


  11.1 ... Overview of the Business Workplace ... 163


  11.2 ... Sending Short Messages ... 165


  11.3 ... SAP Business Workflow ... 168


  11.4 ... Folders ... 169


  11.5 ... Office Organization ... 170


  ... Setting Up Auto Reply ... 170


  ... Managing Appointments ... 171


  11.6 ... Try It! ... 172


  12 ... Using Help Functions ... 173


  12.1 ... Field Helps and Search Windows ... 173


  ... Help via the F1 and F4 Function Keys ... 173


  ... Search Windows ... 175


  12.2 ... The Help Menu ... 176


  ... Application Help ... 177


  ... SAP Library ... 177


  ... Glossary ... 178


  ... Release Notes ... 179


  ... SAP Service Marketplace ... 179


  ... Creating Support Messages ... 180


  12.3 ... Customizing the Help ... 181


  12.4 ... Try It! ... 182


  13 ... The Role and Authorization Concept ... 185


  13.1 ... Authorizations ... 185


  13.2 ... Roles ... 186


  13.3 ... Try It! ... 189


  Part III ... The Most Critical SAP Components ... 191


  14 ... Materials Management ... 193


  14.1 ... Materials Management Task Areas ... 193


  14.2 ... Organizational Structures ... 197


  14.3 ... Master Data ... 198


  ... Material Master ... 198


  ... Vendor Master ... 204


  ... Purchasing Information Record ... 207


  14.4 ... Purchase Order ... 210


  14.5 ... Inventory Management ... 212


  14.6 ... Invoice Verification ... 216


  14.7 ... Evaluations ... 220


  15 ... Sales and Distribution ... 221


  15.1 ... Sales and Distribution Task Areas ... 221


  15.2 ... Organizational Structures ... 224


  15.3 ... Master Data ... 225


  ... Creating Customer Master Records ... 225


  ... Creating a Material Master Record ... 227


  ... Creating Condition Master Records ... 230


  15.4 ... Sales Order Processing ... 231


  ... Entering Sales Orders ... 232


  ... Creating Deliveries ... 233


  ... Invoicing ... 235


  15.5 ... Availability Check ... 236


  15.6 ... Complaint Processing (Returns) ... 238


  15.7 ... Evaluations ... 240


  16 ... Financial Accounting ... 243


  16.1 ... Financial Accounting Tasks ... 243


  16.2 ... Organizational Structures in Financial Accounting ... 247


  16.3 ... General Ledger Accounting ... 248


  16.4 ... Accounts Payable Accounting ... 252


  16.5 ... Accounts Receivable Accounting ... 264


  16.6 ... Evaluations ... 270


  17 ... Controlling ... 273


  17.1 ... Task Areas in Controlling ... 273


  17.2 ... Organizational Structures ... 278


  17.3 ... Overhead Cost Controlling ... 279


  17.4 ... Product Cost Controlling ... 285


  17.5 ... Profitability Analysis ... 289


  18 ... Human Resources ... 295


  18.1 ... Tasks in SAP Human Resources ... 295


  18.2 ... Organizational Management ... 297


  18.3 ... Recruitment ... 300


  18.4 ... Personnel Administration ... 303


  18.5 ... Talent Management ... 308


  18.6 ... Time Management ... 309


  18.7 ... Payroll ... 311


  18.8 ... Standard Reporting ... 314


  19 ... Case Study ... 317


  19.1 ... The Sample Business ... 318


  19.2 ... The Enterprise Structure ... 319


  19.3 ... Creating Material Master Records ... 320


  19.4 ... Creating Vendor Master Records ... 321


  19.5 ... Creating Purchasing Info Records ... 322


  19.6 ... Creating a Purchase Order ... 324


  19.7 ... Receiving Goods ... 325


  19.8 ... Verifying an Invoice ... 327


  19.9 ... Displaying Open Items (Optional) ... 328


  19.10 ... Posting Outgoing Payments ... 329


  19.11 ... Creating a Customer Master ... 331


  19.12 ... Add Sales Data to the Material Master Record ... 332


  19.13 ... Creating Conditions ... 333


  19.14 ... Creating a Standard Order ... 333


  19.15 ... Delivering and Issuing Goods ... 335


  19.16 ... Creating an Invoice ... 336


  19.17 ... Posting Incoming Payments ... 337


  19.18 ... Creating a Profitability Report (Optional) ... 339


  19.19 ... Creating a Telephone Directory (Optional) ... 340


  Part IV ... Appendix ... 341


  A ... Abbreviations ... 343


  B ... Glossary ... 347


  C ... Menu Paths and Transaction Codes ... 357


  ... General ... 357


  ... Materials Management ... 357


  ... Sales and Distribution ... 359


  ... Financial Accounting ... 361


  ... Controlling ... 363


  ... Human Resources ... 365


  D ... Buttons, Key Combinations, and Function Keys ... 369


  ... Key Combinations ... 369


  ... Function Keys ... 370


  ... Buttons ... 370


  ... Standard Toolbar ... 370


  ... General Functions ... 371


  ... F4 Help ... 373


  ... Reports ... 373


  E ... Bibliography ... 375


  ... Index ... 377