Flya Kite Introduction to SAP Quarles: Flya Kite Introduction

SAP Systems, Applications, and Products in Data Processing (SAP) Name of the company SAP AG SAP America Name of the software SAP R/2 – Mainframe version SAP R/3 – Client/Server version Quarles: Flya Kite Introduction

SAP AG Founded in Germany (1972) World’s fourth largest software provider World’s largest provider of Integrated Business Solutions software Company stock trades on the Frankfurt and New York exchanges Quarles: Flya Kite Introduction

SAP R/3 World-wide usage Designed to satisfy the information needs for business sizes (small local to large all international) Multi-lingual Multi-currency Designed to satisfy the information needs for all industries (industry solutions) Quarles: Flya Kite Introduction

SAP R/3 Enables a company to link it’s business processes Ties together disparate business functions (integrated business solution) Helps the organization run smoothly Real-time environment Scalable and flexible Quarles: Flya Kite Introduction

Integrated Business Solutions Software Vendors SAP Oracle - PeopleSoft, J.D. Edwards Microsoft – Great Plains, Axapta, Solomon IBM BAAN Quarles: Flya Kite Introduction

Client/Server – three-tiered Architecture Central relational database (e.g., Oracle, Informix, Microsoft SQL and many others) Client/Server – three-tiered ERP Component – Oriented towards common identifiable business modules (FI, MM, SD, CO, PP, HR) Add-ons: Customer Relationship Mgmt (CRM) Supply Chain Mgmt (SCM) Product Lifecycle Mgmt (PLM) Quarles: Flya Kite Introduction

Relational Database Tables: Defines and links thousands of tables of information (33,000+) Advantages Consistent and accurate data Common definitions for terms Eliminates data redundancy Shared, but restricted usage (e.g., profiles) Quarles: Flya Kite Introduction

SAP R/3 Advanced Basics Instance – each install of the SAP R/3 software on an individual application server Configurable – each instance can be distinctively configured to fit the needs and desires of the customer (within limits) Most of the infrastructure decisions, including configuration decisions, occur during project implementation Quarles: Flya Kite Introduction

SAP R/3 Document Principle Each business transaction that writes data to the database creates a uniquely numbered electronic document Each document contains information such as Responsible person Date and time of the transaction Commercial content Once created, a document cannot be deleted from the database Quarles: Flya Kite Introduction

Business Processes A process is a set of linked activities that transform an input into a more valuable output thus creating value What the business “does” in doing what it does Processes are linked Physically Purchased raw materials used to manufacture finished goods that are sold to customers from which money is collected Data Data about physical things flows from one process to another Quarles: Flya Kite Introduction

Logistics Processes Materials Management (MM) Sales and Distribution (SD) Production Planning (PP) Quality Management (QM) Plant Maintenance (PM) Service Management (SM) Quarles: Flya Kite Introduction

Administrative Processes Financial Accounting (FI) Treasury (TR) Managerial Accounting (CO) Enterprise Controlling (EC) Investment Management (IM) Project Systems (PS) Quarles: Flya Kite Introduction

Administrative Process Human Resources The Human Resources (HR) application component is a complete integrated system for supporting the planning and control of personnel activities Quarles: Flya Kite Introduction

Client The highest level in an SAP R/3 instance A self-contained unit with a separate set of master records and its own set of configuration tables An instance can have more than one client Training Client Testing Client Production Client NOT something you will be configuring or touching in any way Quarles: Flya Kite Introduction

Company Code Represents an independent legal accounting unit Balanced set of books, as required by law, are prepared at this level A client may have more than one company code United States Europe Liabilities & Owners Equity Assets Quarles: Flya Kite Introduction

Chart of Accounts Complete list of all accounts in the General Ledger for a company Each company code must be assigned one, and only one, chart of accounts Several company codes can use the same (i.e., identical) chart of accounts Quarles: Flya Kite Introduction

Passwords Each user has his/her own unique password On the initial login, the generic password must be changed to a user’s unique selection At least 3 characters long Cannot begin with a ! Or ? First three characters must be unique and not contained in the user name Quarles: Flya Kite Introduction

Roles and Profiles Roles specify just what each user is allowed to do in SAP Profiles also restrict authorization for access to the system Each user has his/her own role or profile that determines what the user can do in the SAP system Support segregation of duties In Flya Kite, you have far broader roles and profiles than do typical users in a real world application of SAP Necessary since you are performing a multitude of roles across all of the modules in the case Quarles: Flya Kite Introduction

Master & Transaction Data Master data is relatively fixed Customer master Material master Vendor master General Ledger Pricing Transaction data is unique to a particular transaction Transaction specific Quarles: Flya Kite Introduction

Material Master Contains all data required to define and manage a specific item of material Integrates data from: Accounting (FI and CO) Inventory Control (MM) Production Planning and Control (PP) Engineering Forecasting Sales and Distribution (SD) Each user has a unique view View is the data the user can view and change “Material master screens are segmented by departmental functions to provide easier maintenance. The material type determines which views on a material master record are possible.” Quarles: Flya Kite Introduction

Vendor Master Data Controls how transaction data is posted and processed for a vendor Contains all the data you require to do business with your vendors. Quarles: Flya Kite Introduction

Customer Master Contains all the customer related data necessary for processing orders, deliveries, invoices and customer payments Customer Master contain all relevant data regarding business partners Sold-to party Ship-to party Bill-to party Payer Quarles: Flya Kite Introduction

Transaction Data Data that apply to a unique, particular transaction and only to that transaction For example Quantity being ordered, manufactured, or sold Dates – order date, delivery date, billing date, etc. Amounts – total dollar amount for the transaction Quarles: Flya Kite Introduction