SAP 100: Overview and Navigation

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Presentation transcript:

SAP 100: Overview and Navigation

Narration: Same as on-screen text. I NOTICED SOME DAMAGE TO AN EQUIPMENT, AND THE FOREMAN ASKED ME TO CREATE A MAINTENANCE NOTIFICATION IN SAP. EARLY MONDAY MORNING… HEY NEWBIE! IS EVERYTHING ALRIGHT? YOU LOOK CONFUSED… BUT I HAVE NO IDEA WHAT SAP IS, OR HOW TO USE IT! Narration: Same as on-screen text. WELL, FOR STARTERS, IT’S S-A-P AND NOT SAP; AND I’LL BE GLAD TO SHOW YOU HOW TO USE IT. LET’S SET UP A TIME TO MEET.

Done What is SAP? How do I use it? Characteristics of SAP SAP Modules LATER THAT DAY… NOW, BEFORE WE GO INTO SAP, THERE’S A FEW THINGS YOU SHOULD KNOW ABOUT IT. CLICK ON EACH OF THE LINKS BELOW FOR A BRIEF INTRODUCTION TO SAP. What is SAP? How do I use it? Characteristics of SAP SAP Modules Narration: Same as on-screen text Done

or Narration: Same as on-screen text. Developer Note: NOW, THE FIRST THING YOU WANT TO DO IS LAUNCH SAP. THE LOGON ICON SHOULD BE ON YOUR DESKTOP, OR YOU CAN NAVIGATE TO IT FROM THE START MENU. Narration: Same as on-screen text. Developer Note: Show SAP icon at this point in the narration: ”the logon icon should be on your desktop” Show menu at this point in the narration: “or you can navigate to it…” or

Insert demo recording: logging on.

Narration: Same as on-screen text. Developer Note: Auto-advance slide. A CLIENT IS AN INSTANCE OF SAP. MOST COMPANIES HAVE MANY SAP CLIENTS. SO, WHAT EXACTLY IS AN SAP CLIENT? FOR EXAMPLE THEY MIGHT HAVE A TEST CLIENT, USED BY THE INFORMATION TECHNOLOGY TEAM BUILDING THE SYSTEM, OR A TRAINING CLIENT THAT IS USED ONLY FOR TRAINING. THE ACTUAL INSTANCE USED FOR WORK IS CALLED PRODUCTION. Narration: Same as on-screen text. Developer Note: Auto-advance slide. YOU PROBABLY WON’T HAVE THE OTHER OPTIONS AVAILABLE TO YOU, BUT IF YOU DO SEE MORE THAN ONE OPTION… JUST SELECT THE ONE THAT SAYS PRODUCTION, OR PRD.

Click the ‘try it’ icon to practice logging on. Try it! NOW, WHY DON’T YOU TRY IT? THE FIRST TIME YOU LOG ON, YOU WILL BE PROMPTED TO CHANGE YOUR PASSWORD, SO YOU SHOULD PROBABLY LOOK AT THESE PASSWORD RULES FIRST. Download password rules. Click the ‘try it’ icon to practice logging on. Try it! Narration: Same as on-screen text.

Insert training recording: logging on.

Click each section of the homepage to learn more. HERE’S A QUICK REFERENCE THAT EXPLAINS THE DIFFERENT ICONS. KEEP IT ON HAND SO YOU CAN REFER TO IT THROUGHOUT. NOW, LET’S EXPLORETHE DIFFERENT SECTIONS ON THE HOME PAGE. NOW I’M IN SAP. WHAT ARE ALL THESE ICONS ON THE HOME PAGE? Download Quick Reference. Click each section of the homepage to learn more. Menu bar Standard tool bar Title bar Application tool bar Narration: Same as on-screen text. Developer Note: Show SAP screen and text above it (click each section…) after the narration ends. Popup 1: The menu bar is the topmost level of the SAP screen. The menu bar is accessible from any screen in SAP. Popup 2: The standard toolbar contains icons that are standard across all SAP screens. Popup 3: The title bar displays the name of the screen you are working on. Popup 4: The application toolbar contains icons that duplicate the functions available in the menu bar, but provides quicker access. The icons in this toolbar may change, depending on the screen you are on. Popup 5: The main area is used for navigating and completing tasks in SAP. Popup 6: The status bar displays system and error messages, as well as information about your SAP session. Main area Status bar

Narration: Same as on-screen text. THE SECOND OPTION IS THE USER MENU. THIS SHOWS YOU ONLY THE TRANSACTIONS THAT YOU HAVE ACCESS TO. YOU CAN TOGGLE BETWEEN THE TWO VIEWS USING THE ICONS AT THE TO LEFT CORNER OF THE HOME PAGE. YOU HAVE TWO OPTIONS FOR DISPLAYING INFORMATION ON YOUR HOME PAGE. THE DEFAULT VIEW IS THE SAP MENU. IN THIS VIEW, YOU CAN SEE ALL THE FOLDERS WITHIN SAP, ALTHOUGH YOU MAY NOT HAVE ACCESS TO SOME OF THE TRANSACTIONS. Narration: Same as on-screen text.

Narration: Same as on-screen text. FROM THE HOME PAGE, YOU CAN NAVIGATE TO THE TRANSACTION YOU NEED… WHOA! HOLD ON! WHAT’S A TRANSACTION? IN SAP, TASKS ARE CALLED TRANSACTIONS. THEY ARE A SERIES OF SCREENS IN WHICH YOU CAN WORK WITH DATA. EXAMPLES OF TRANSACTIONS ARE: RECORDING YOUR TIME, CREATING A PURCHASE REQUISITION, OR IN OUR CASE, A NOTIFICATION. Narration: Same as on-screen text. EACH TRANSACTION HAS ITS OWN UNIQUE IDENTIFIER – CALLED A TRANSACTION CODE. TRANSACTION CODES CAN BE A COMBINATION OF NUMBERS AND/OR LETTERS. TO GO TO A TRANSACTION, YOU CAN USE THE MENU, OR YOU CAN USE THE TRANSACTION CODE.

Insert demo recording: navigating to a transaction using the menu.

YES. TRANSACTION CODES PROVIDE A SHORTCUT FOR ACCESSING TRANSACTIONS YES. TRANSACTION CODES PROVIDE A SHORTCUT FOR ACCESSING TRANSACTIONS. THE TRANSACTION CODE FOR CREATING A NOTIFICATION IS IW21. WHY DON’T I TALK YOU THROUGH IT, AND LET YOU TRY? I DON’T KNOW…IT MAY BE HARD TO REMEMBER THE MENU PATH FOR EVERY TRANSACTION. DID YOU SAY I CAN ALSO USE THE TRANSACTION CODE? Try it! Click the ‘try it’ icon to practice accessing a transaction using the transaction code. Narration: Same as on-screen text.

Insert training recording: navigating to a transaction using transaction codes.