1. Flya Kite Introduction to SAP
Quarles: Flya Kite Introduction

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

3. 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

4. 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

5. SAP R/3 Enables a company to link its business processes
Ties together disparate business functions (integrated business solution)
Helps the organization run smoothly
Real-time environment
Quarles: Flya Kite Introduction

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

7. 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

8. 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

9. 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

10. 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

11. Business Processes
A process is a set of linked activities that transform an input into a more valuable output thus creating value
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

12. 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

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

14. 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

15. 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

16. 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

17. 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

18. 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

19. 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

20. 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

21. 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

22. 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

23. 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

24. 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