1. Two methods to observe tutorial
Standard Method
This method allows presentation to be resized to user preference.
Slide Show Method (Example below)
Presentation fills entire screen
Click on Slide Show tab at top of screen
Click icon <From Beginning>
Note: Either method; to advance click the progression arrow in the bottom right corner of each slide or press the down-arrow key.

2. Transaction Procedures
Welcome to
BSIP 101
Transaction Procedures
Initial Setup
Instructor: Stephen Wright DPI Technical Consultant

3. Purpose: To set primary default settings for BSIP usage.

4. Six transactions are required to complete initial setup.
Interface Settings
Setting up Purchase Orders
Default Printer
Monthly/Yearly Cost Reports
Single Screen work Orders
Extend Material Setup
Let’s get started -

5. Interface Settings
Purpose: To setup the primary screen to display better information.

6. From the SAP R/3 Easy Access screen
From the top menu click on Extras. This will activate a drop menu to display.
Click on Settings

7. A new window appears Settings
Input:
ü Check the boxes:
Do not display picture
Display technical names
Click the Continue icon to record changes.
Tip: This process speeds up access to the primary menu screen and adds transaction codes to the items on the favorites list.

8. Printer Settings
Purpose: To setup a default printer.

9. From the SAP R/3 Easy Access screen
From the top menu click on System. This will activate a drop menu to display.
Click on User Profile

10. From the SAP R/3 Easy Access screen
This will activate a second drop menu to display.
Click on Own Data

11. A new window appears Maintain User Profile
Select the middle tab labeled Defaults

12. Under the Spool Control heading - click in the field titled Output Device; this will activate the field. Select the Matchcode icon at the end of the field.

13. A new window appears Spool Output Device
Input:
In the field titled Output Device; key DPI*.
(* = Keypress Shift-8)
Click the Start Search icon or press <Enter> to continue.

14. A new window appears Spool Output Device (2)
Two Selections appear:
DPI_PRINTER (Recommended)
DPI_PRINTER_SELECT (Described on next slide)

15. The difference of the selections
DPI_PRINTER_SELECT includes a Printer Options Selection window (shown to the right) every time the user chooses to print.
Tip: This feature is useful if the user consistently desires to use a different printer for certain tasks (ex: 30 Day Inspections at printer A; Preventative Maintenance prints at printer B, etc.) If the user prints to an individual printer; we suggest the option DPI_PRINTER utilized.

16. A new window appears Spool Output Device (2)
Input:
Click on the selection preferred (This will highlight the type)
Click the Copy icon or press <Enter> to continue.

17. A new window appears Maintain User Profile
Input:
ü Print Now
ü Delete After Output
Click the Save icon to record all changes.

18. Single Screen Work Order
Purpose: To set defaults; optimizing usage of work orders

19. Your screen should look similar to the example at the right.
From the SAP R/3 Easy Access screen box type IW33 or
from your favorites menu, select transaction IW33 – Display PM Order.
Your screen should look similar
to the example at the right.

20. A new window appears Display Order: Initial Screen
Input any valid 11 digit work order number in the Order field.
Click the Enter icon or press <Enter> to continue.

21. A new window appears Display DPI Corrective Maintenance Order {###########}: Central Header
From the top menu click on Extras. This will activate a drop menu to display.
Click on Settings

22. A new window appears Display DPI Corrective Maintenance Order {###########}: Central Header
This will activate a new drop menu to display.
Click on Default Values

23. A new window appears User Default Values
General Tab (Input)
Planning Plant = 6000 (Always)

24. A new window appears User Default Values
General Tab (Input)
Planner group Click within the field; this will cause the Match Code icon to display.
Click the Match Code icon

25. A new window appears Planner Group for Customer Service and Plant Maintenance
General Tab (Input)
Planner group Use the scroll bar to the right of this window to discover the name of your county.
When the name is discovered click on the county name (this will highlight the name); then click on the Copy icon to make the selection or you may double click the county name.

26. A new window appears User Default Values
General Tab (Input)
Main Work Center 1st field = TECHWORK 2nd field = LEA’s Plant Code
Tip: For training purposes with permission from the county; Macon County’s numbers are used:
Planner group = 056
Main work center = 6056

27. Click on the Ext. procurement tab
A new window appears Display DPI Corrective Maintenance Order {###########}: Central Header
Click on the Ext. procurement tab
Your screen should look similar
to the example at the right.

28. A new window appears User Default Values
External Procurement Tab (Input)
Purchase Group = A (Always)
G/L Account = (Always)
Material Group = VMRS (Always)
Click the Save icon to record changes.
Click the Continue icon to close the dialogue box.
Click the Exit icon to close the dialogue box.

29. Extend Material Setup
Purpose: To setup defaults; to extend materials

30. Your screen should look similar to the example at the right.
From the SAP R/3 Easy Access screen box type ZMM01Z or
from your favorites menu, select transaction ZMM01Z – Extend Material for Plant.
Your screen should look similar
to the example at the right.

31. Create Material (Initial Screen)
A new window opens:
Create Material (Initial Screen)
Input:
Material - Enter any valid material number. (Ex: For training purposes we selected FQA008425)
Copy from… Material - Repeat the material number you used above.

32. Create Material (Initial Screen)
A new window opens:
Create Material (Initial Screen)
Input:
Click
Tip: If appears at the bottom of the Create Material (Initial Screen) then the number keyed is invalid or used by the port authority only.
Please recheck the DOT number and retry.

33. A new window appears Select View(s)
Input:
Click on the Select All icon for this new window.

34. A new window appears Select View(s)
Input:
Use the right-hand scroll bar; scroll down until you see:
Warehouse Management 1
Warehouse Management 2
Remove the highlight from these two items by clicking on the button to the left of each of them.
Place a ü in Create views selected box.
Click to record your selections made.

35. A new window appears Select View(s)
Input:
Place a ü in View selection only on request
Click to record your selections made.

36. A new window appears Organizational Levels
Input:
Organizational Levels
Plant (Your County)
Storage Location (Your County)
Copy from
Plant = 6000 (Always)
Storage Location = 8000 (Always)
Click

37. A new window appears Organizational Levels
Choose:
Extend Material Click if you wish to extend this particular material to your plant.
Click (to save)
Click (to menu)
Do NOT Extend Material Click to not extend this particular material to your plant.
Click (to menu)

38. Setting Up ME21N
Purpose: To setup Purchase Order Screen layout

39. Your screen should look similar to the example at the right.
From the SAP R/3 Easy Access screen box type ME21N or
from your favorites menu, select transaction ME21N – Create Purchase Order
Your screen should look similar
to the example at the right.

40. A new window appears:
Create Purchase Order
Click to advance to the default settings menu.

41. A new window appears:
Personal Settings
Default Values tab – PO Header
Doc. Type = Dummy Purchase Order
Purchasing Org. = DOT
Purchase Group = Unassigned
Company Code = NCDPI
Tip: To assist in populating the fields you may click on the drop down icon and then choose the selection from the fields option list.
Click on

42. A new window appears:
Change Layout
Add Currency to Display Fields
Move Currency from the Hidden fields section to the Display fields section by clicking on the selection button to the left of Currency.
Next click the Show Selection Fields Icon ; Currency will now be in the Display fields section under Purchasing Group.
Click to record selection changes.

43. A new window appears:
Personal Settings
Default Values tab - PO Header
Currency = USD
Tip: To assist in populating the field you may click on the drop down icon and then choose the selection from the fields option list.
Default Values tab - PO Item
Click on Default Values tab – Purchase Order Item tab

44. A new window appears:
Personal Settings
Default Values tab - PO Item
Plant (Your County)
Storage Location (Your County)
ü The fields Always Propose to the right of Plant and Storage Location
Click the Save icon to record changes.

45. A new window appears:
Create Purchase Order
Arrange Columns (Your Preference)
Q. How?
A. Click on column header; while holding the mouse button down drag column to left or right.

46. A new window appears:
Create Purchase Order
Arrange Columns (Your Preference)
Q. How?
A. Click on column header; while holding the mouse button down drag column to left or right.

47. A new window appears:
Create Purchase Order
Arrange Columns (Saving your Preference)
Click Table Setting icon to open the Table Settings window.
Enter your username in the Variant field.
Click the button to create the new table.
Click to record changes.
Click Exit icon to return to main menu.

48. Initial Setup is complete

49. Questions

50. Thank You!
Stephen Wright
Technical Consultant