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Introduction. Login. SAP Interface. System Tools. Business Workplace. SAP Overview. SAP Overview. SAP Training Netafim Academy - Organizational Development . Introduction | Goals. The following presentation will help you to take your first steps in the SAP environment.
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Introduction Login SAP Interface System Tools Business Workplace SAP Overview SAP Overview SAP Training Netafim Academy - Organizational Development
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 Introduction Table of content Last Slide Viewed Next Slide SAP - Overview
Introduction |Table of contents You can always return to this slide by clicking this button 3 SAP - Overview
Introduction |What is SAP?! • But first - What is ERP?!.. ERP (EnterpriseResourcePlanning) is anintegrated 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: http://www.sap.com/company/history.epx SAP - Overview
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 2004-5 and Netafim USA & India in 2006. • Netafim has implemented SAP R/3 (“R” for real-time data processing) and is continuously implementing new modules and extensions integrated into SAP. Introduction SAP - Overview
Users and Systems 2006 950 2002 400 2000 300 Introduction | Netafim SAP Road map 2010 Introduction CRM SRM MDM 2006 SEM (KPI, BPS, BCS) XI Portal BW SAP R/3 Modules / Sub-Modules WM ATP PLM expansions On 2007 plan R/3 (SD, MM, PP, QM, PM, HR, FI, CO) 2000 Rollouts + Production Sites ... Reynosa Israel Australia & New Zealand Mexico Chile USA India SAP - Overview
Login |General • Citrix - local client • Citrix - Web client • Login from Program Menu Login To skip explanation of Citrix login - click here or press “Next” SAP - Overview
Login |SAP Production • The following screen will open. • Press double click on “Netafim Production” Login 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 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. Note - each environment requires separate authorizations, user name and password SAP - Overview
Login |Login Details • Enter your user name and password Login 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 SAP - Overview
For more details click on each frame SAP Interface |Screen Structure Layout Menu Application Button Standard Toolbar Menu bar Dynamic Toolbar SAP Interface Navigation Area Message Area Status Bar SAP - Overview
System Tools |Search You may open a list from a specified field: 1. Open a transaction (for examplemb51) 2. Click on the right side next to the requested field (for example - Movement type field) 3. A drop down icon will appear Search from a list System Tools SAP - Overview
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. 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 (<file name>.XLS) Click here for more information about the search toolbar SAP - Overview
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 examplemb51) 2. Click on the right side next to the requested field (for example - materialfield) System Tools 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* SAP - Overview
System Tools |Adjust your preview • You can control your interface preview from the layout menu and also from the “Extras” menu: System Tools 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 SAP - Overview
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. System Tools • 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 SAP - Overview
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 SAP Office • Inbox • Send mail • Create a distribution list • Send a report by mail SAP - Overview
SAP Office | Inbox • Your SAP Inbox contains e-mails sent to you by another SAP user from Netafim. SAP Office In the Workflow mailbox you may find e-mails that were sent to you automatically because of your organizational position (like a purchasing request approval) Preview control buttons To read your e-mail 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. SAP - Overview
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 | Send mail • To send SAP mail - from the menu bar: Workplace -> New Message - or - click on the “New message” icon • The following screen opens: SAP Office Send Title - 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 Document Contents - Required field SAP - Overview
SAP Office | Create a distribution list Click on the “Distribution list” icon on the workplace toolbar. SAP Office Click on the “Create” button or - from the menu bar: Distribution List -> Create (Click here to continue) Back to Main MoreDetails SAP - Overview
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. SAP Office Click next to the “Folder” field Push the “Create Folder” button. Back to Main More MoreDetails SAP - Overview
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!! SAP Office • You can see that the distribution list was saved in the message bar. SAP - Overview
SAP Office | Send a report by mail • Enter any report (for example SU53) • From the menu bar go to: system -> list -> send • Forward as detailed in paragraph Send mail SAP Office SAP - Overview
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 SAP - Overview