1. Influence Next-Gen Leaders
SAP University Alliances North America Introduction to Global Bike Inc. A Data Set for the SAP UA Program
Influence Next-Gen Leaders

2. Introduction to SAP SAP University Alliances Author Stefan Weidner
Babett Koch
Chris Bernhardt
Product
SAP ERP 6.0 EhP4
Level
Beginner
Focus
Cross-functional integration
SD, MM, PP, FI, CO,
HCM, WM, PS, EAM
Version
2.30
Last Update
May 2014

3. Course Overview Introduction to SAP Navigation Introduction to GBI
Sales and Distribution
Materials Management
Production Planning and Controlling
Financial Accounting
Controlling
Human Capital Management
Warehouse Management
Project System
Enterprise Asset Management

4. SAP ERP Core Applications Concepts
Agenda
Introduction to SAP
SAP Architecture
SAP ERP Core Applications
Concepts
Organizational Units
Master Data
Transaction Data
Documents

5. Who is SAP? SAP AG Company Statistics
Founded in Walldorf, Germany in Five former IBM systems analysts in Mannheim, Germany formed Systemanalyse und Programmentwicklung (Systems Analysis and Program Development, or SAP)
World’s Largest Business Software Company
World’s Third-largest Independent Software Provider
Company Statistics
Over 65,000 employees in more than 75 countries
232,000+ customers in more than 180 countries
200,000+ installations
2,500+ Business Partners
Source: SAP AG website
SAP is the worlds biggest enterprise for firm-comprehensive software and the third biggest independent software supplier. Our firm history is rich in innovation and growth which makes us an actual industrial leader.
SAP Americas
12 Million Users. 100,600 Installations 1,500 Partners.
SAP America is a subcontractor of the SAP AG, the worldwide biggest enterprise for firm comprehensive software and the third biggest independent software supplier. The principal office of SAP Americas is located in Newtown Square, PA, a suburb of Philadelphia. Our employees and managers lead a professional team which offers a high level of customer support and service.
Founded in 1972 as Systems Applications and Products in data processing, the SAP has a rich history in innovation and growth which makes us the leader in industry solutions for all types of industries in every important sales market. The enterprise with its head office in Walldorf in Germany employs more than employees in more than 50 states and serves more than customers world wide.
Experience, Knowledge and Technology for Enterprise Development
SAP used our enormous experience to develop mySAP Business Suite – the significant software family for industry solutions for the modern economy. These solutions are open and flexible and support databases and applications, operation systems and hardware of nearly every important vendor. Besides, mySAP Business Suite enables collaboration of employees, customers and business partners at every time and at any location.
Through the development of the best technology and best service as well as development resources SAP developed a business platform that opens valueable information resources, improves the efficience of the logistics supply chain and builds strong customer relations. Using the Global Solution Center SAP Americas indentifies customer needs and develops solutions to serve these needs.
SAP is represented at several bourses, amongst others in Frankfurt and in New York.

6. SAP Portfolio Strength
World-wide usage
Designed to satisfy the information needs for all business sizes (small local to large all international)
Multi-lingual
Multi-currency
Multi-balance (parallel G/L Accounting)
Designed to satisfy the information needs for all industries, e.g.
Automotive
Banking
Retail
Public Sector
Higher Education and Research etc.

7. SAP Enterprise Resource Planning (SAP ERP)
Enables a company to support and optimize its business processes
Ties together disparate business functions (integrated business solution) such as
Finance (Financial Accounting, Managerial Accounting, Treasury, …)
Logistics (Sales, Procurement, Production, Fulfillment, …)
Human Resources etc.
Helps the organization run smoothly
Real-time environment
Scalable and flexible

8. SAP ERP Core Applications Concepts
Agenda
Introduction to SAP
SAP Architecture
SAP ERP Core Applications
Concepts
Organizational Units
Master Data
Transaction Data/
Documents

9. Client/Server Environment
SAP Architecture
Client/Server Environment
Client – hardware/software environment that can make a request for services for a central repository of resources
Server – hardware/software combination that can provide services to a group of clients in a controlled environment
Three – Tier Structure
User Interface
Graphical User Interface or Web Interface
Application Server
One or more, help distribute work load
Database Server
One single data repository

10. SAP Business Suite SAP ERP SAP NetWeaver SAP SCM SAP PLM SAP SRM
SAP CRM
SAP ERP

11. SAP Enhancement Packages
Optionally installed and activated Software Innovations for SAP ERP 6.0
Software Innovations are
UI simplifications
Functional Enhancements
Enterprise Services
SAP Enhancement Packages are built on different Enhancement Packages
Are no Support Packages
BUSINESS SUITE
SAP ERP 6.0
SAP NetWeaver
Enterprise
Services Repository
Enhancement Packages

12. Composite Application Framework
SAP Net Weaver
Integration Layers of SAP NetWeaver® are:
People Integration
Information Integration
Process Integration
Application Platform
SAP NetWeaverTM
PEOPLE INTEGRATION
INFORMATION INTEGRATION
PROCESS INTEGRATION
APPLICATION PLATFORM
Multi-Channel Access
Portal
Collaboration
Business Intelligence
Knowledge Management
Master Data Management
J2EE
ABAP
DB and OS Abstraction
Integration Broker
Business Process Management
Lifecycle Management
Composite Application Framework

13. SAP ERP Core Applications Concepts
Agenda
Introduction to SAP
SAP Architecture
SAP ERP Core Applications
Concepts
Organizational Units
Master Data
Transaction Data
Documents

14. SAP ERP Business Modules
Collections of logically related transactions within identifiable business functions
MM (“Buy”)
PP (“Make”)
SD (“Sell”)
FI and CO (“Track”)
HCM (“People”)
WM (“Store”)
EAM (“Maintain”)
CS (“Service”)

15. SAP ERP Core Applications
Logistics
Sales & Distribution
Materials Management
Production Planning
Plant Maintenance
Quality Management
Finance
Financial Accounting
Managerial Accounting
Asset Management
Treasury
Human Capital Management
Personnel Management
Benefits
Payroll

16. SAP ERP Core Applications Concepts
Agenda
Introduction to SAP
SAP Architecture
SAP ERP Core Applications
Concepts
Organizational Units
Master Data
Transaction Data
Documents

17. Data Types in ERP Systems
Organizational Data
Master Data
Transaction Data …

18. Data Types in ERP Systems
Organizational Data
Master Data
Transaction Data
Company Code
Person
Purchase Order
Plant
Material
Invoice
Storage Location
Customer
Quotation
Distribution Channel
Vendor
Sales Order
Purchase Organization
Condition
Transportation Order …

19. Organizational Data
Define the enterprise structure by means of legal or respectively business usage
Task is to adopt some functions inside of an enterprise and execute them
Juridical entities, plants, storage locations, sales organizations, profit center
Examples:
Client
Highest organizational unit
Represents the enterprise which consists out of several parts
Company Code
Represents judicial entities in an enterprise
Central organizational unit in external accounting
Sales organization
An organizational unit that executes the sale and distribution of products and offers services

20. Organizational Unit SAP Terminology: Enterprise Company Subsidiary
Client
Company Code
Plant
Sales
Organization
Division
Storage
Location
Company
Subsidiary
Plant
Sales Organization
Sales Organization
Department
Division
Business Area
Storage Location

21. Long term data that represent data sets mostly Examples:
Master Data
Long term data that represent data sets mostly
Examples:
Sales and Distribution:
Customer Master
Material Master
Condition Master

22. Example: Material Master - Views
Sales Data
General Data
Purchasing Data
Mat. Plan. Data
Material Master
Forecast Data
Storage Data
Legal Control Data
Quality Data
Accounting Data

23. Example: Material Master
General Data apply for the whole company:
Name Weight Unit of Measure
Client XXX
Distribution Specific Information:
Delivering
Plant Loading Group
Storage Location Specific Information:
Stock Quantity
Sales Organization A
Storage Location 1
All of this together makes up the Master Record for a Material.
Sales Organization B
Storage Location 2

24. Transaction Data
Process related data that is short-lived and dedicated to certain master data
Master data of a vendor can be assigned to transaction data that concern the sales volume development
Include:
Organizational level
Master data
Situational data
Example: customer order
Organizational level : client, company code, sales organization
Master data: customer master, material master
Situational data: date, time, person, amount

25. SAP ERP Core Applications Concepts
Agenda
Introduction to SAP
SAP Architecture
SAP ERP Core Applications
Concepts
Organizational Units
Master Data
Transaction Data
Documents

26. Data sets that are generated if a business transaction was executed
Documents
Data sets that are generated if a business transaction was executed
Is a record of the business transaction
Includes all relevant predefined information from the master data and organizational entities
Example:
Sales Document
Purchasing Document
Material Document
Accounting Document

27. Document Flow
The document flow as well as the order status allow the setting of the status at any point in time
SAP revises the status at every time a change in a document takes place

28. SAP Concepts SAP University Alliances Authors Claudia Kroliczek
Stefan Weidner
Product
SAP ERP 6.0 EhP7
Level
Beginner
Focus
Basic concepts
Version
2.30
Last Update
July 2014

29. Basic Concepts
Organizational Data
Master Data
Process Data
Documents

30. Organizational Units
Define the enterprise structure for legal and business purposes
Legal units, plants, warehouses, sales organizations, profit centers
Examples:
Client
Highest organizational unit
Represents an enterprise consisting of other organizational units
Company Code
Smallest org unit for which you can maintain a legal set of books
Sales Organization
An organizational unit responsible for the sale of certain products or services.
The responsibility of a sales organization may include legal liability for products and customer claims

31. Organizational Units Enterprise Firm Company Factory Sales
SAP Terminology:
Enterprise
Client
Company
Code
Plant
Sales
Organization
Division
Storage
Location
Firm
Company
Factory
Sales
Organization
Sales Region
Department
Division
Business Area
Warehouse

32. Organizational Units in Logistics
Client
Company Code A
Company Code B
Plant A
Plant B
Storage
Location 1
Storage
Location 2

33. Organizational Units in Procurement
central
Purch. Organization A
Company Code x
Company Code y
Purch. Organization B
Purch. Organization C
Plant 1
Plant 2
Plant 3
cross-plant
plant-specific

34. Organizational Units in Sales and Distribution
Company Code
Sales Organization A
Sales Organization B
Distr. Channel
Internet
Distr. Channel
Retail
Distr. Channel
Retail
Division
Bicycles
Division
Motorcycles
Division
Bicycles
Division
Bicycles
Sales Area

35. Organizational Units in Accounting
Client
Controlling Area A
Controlling Area B
Chart of Accounts x
Chart of Accounts y
Company
Code 1
Company
Code 2
Company
Code 3
Company
Code 4

36. Organizational Units in Human Capital Management
Client
Company Code A
Company Code B
Personnel
Area x
Personnel
Area y
Personnel
Area z
Personnel
Subarea 1
Personnel
Subarea 2

37. Static data (master records) Examples:
Master Data
Static data (master records)
Examples:
Sales
Customer master records
Material master records
Conditions

38. Material Master Data - Views
Sales Data
Basic Data
Purchasing Data
Mat. Plan. Data
Material Master
Forecasting Data
Storage Data
Controlling Data
Quality Data
Accounting Data

39. Material Master Data - Views
General Information relevant for the entire organization:
Name Weight Unit of Measure
Client XXX
Sales specific information:
Delivering Plant Loading Grp
Storage Location specific information:
Stock Qty
Sales Org. UW00
Storage Loc. FG00
All of this together makes up the Master Record for a Material.
Storage Loc. TG00
Sales Org. UE00

40. Process Data Dynamic data created during business process Contain
Organizational level (data)
Master data
Situation data
Example: Sales order
Org. units: client, company code, sales organization
Master data: customer, material
Situation data: date, time, person, amount

41. Generated data documenting a business process
Documents
Generated data documenting a business process
Represents business process in SAP system
Contains all relevant information from master and process data
Examples:
Sales order
Purchasing order
Material document
Financial document

42. Document Flow
The document flow and order status feature allows you to find the status of an order at any point in time.
The SAP updates the order status every time a change is made to any document created.

43. Global Bike Inc. SAP University Alliances Authors Simha Magal
Stefan Weidner
Jeff Word
Product
SAP ERP 6.0 EhP7
Level
Beginner
Focus
Basic concepts
Version
2.30
Last Update
July 2014

44. Course Overview
Introduction to SAP
Navigation
Introduction to GBI
Sales & Distribution
Materials Management
Production Planning
Financial Accounting
Controlling
Human Capital Management
Warehouse Management
Project System

45. Unit Overview
Global Bike Group
Organizational Structure
Products
Business Partners
Business Processes

46. Global Bike Group Background: History:
Global concern using full ERP capabilities
Consists of two companies located in the US and in Germany
History:
John Davis won numerous mountain bike championships in the US
In 1990, started his own mountain bike company (Frankenstein Bikes)
Peter Schwarz grew up on road bikes in the Black Forest, Germany
As a student, he engineered ultra-light composite frames
In 1993, started his own bike frame company (Heidelberg Composites)
Both met in 2000
In 2001, merged to form Global Bike Inc.

47. Global Bike Group Strategy: John and Peter are Co-CEOs
John is responsible for (in terms of reporting)
Sales, Marketing, Service and Support, IT, Finance, and Human Resources
sells products and brings in money
Peter is responsible for
Research, Design, Procurement, and Manufacturing Groups
builds products and spends money
World-class bicycle company serving both the professional and “prosumer” in touring and off-road racing.
Focus on:
Quality
Toughness
Performance

48. Organizational Structure (Overview)
Global Bike Group
Concern
Co-CEO John Davis
Co-CEO Peter Schwarz
Global Bike Inc.
Global Bike Germany GmbH
Companies
Dallas
Miami
San Diego
Heidelberg
Hamburg
Locations

49. Organizational Structure (Human Resources)
Employees (US and Germany)

50. Products
Trading Goods
Accessories
Safety Gear
Other
Raw Materials

51. Products Semi-Finished Goods Finished Goods
Touring Bikes (Deluxe, Professional) in three colors
Off-Road Bikes (Men, Women)

52. Business Partners
Customers (US and Germany)

53. Business Partners
Vendors (US and Germany)

54. Business Processes
Sell – Fulfillment
Buy – Procurement
Make – Production
Track – Financial Accounting
Track – Controlling
People – Human Capital Management
Store – Inventory and Warehouse Management
Maintain – Enterprise Asset Management
Service – Customer Service
Project – Project Management

55. Cross-functional Integration
ERP - Enterprise Resource Planning - breaks down the traditional barrier that exist within a corporation.  For anyone to benefit from ERP, everyone has to contribute, this is the key to ERP survival.
There has to be a common agenda throughout the business.  To get the commitment from everyone, everyone has to believe their needs and objectives are addressed by the plan, learning the tools and techniques to accomplish this is then relatively easy.
Source Unknown

56. Process Integration (example)
Order-to-Cash Process
Sales and Distribution (SD)
Materials Management (MM)
Financial Accounting (FI)

57. Process Integration (example)
Procure-to-Cash Process
Materials Management (MM)
Financial Accounting (FI)

58. Navigation SAP University Alliances Author Stefan Weidner Product
SAP ERP 6.0 EhP7
Global Bike Inc.
Level
Beginner
Focus
SAP ERP 6.0 EhP4
Version
2.30
Last Update
June 2014

59. Course Overview
Introduction to SAP
Navigation
Introduction to GBI
Sales & Distribution
Materials Management
Production Planning
Financial Accounting
Controlling
Human Capital Management
Warehouse Management
Project System

60. Content
User guidance
User specific settings
Navigation in SAP Easy Access Menu
Help

61. Learning Targets
At the end of this chapter you can
name the window elements,
navigate in an SAP system,
apply personal system settings,
effectively use help.

62. LOGON SAP Connection Name: BK4 Client 417 User: GBI-###
Initial Password: StCloudS

63. SAP Easy Access Menu

64. SAP Easy Access Menu (cont.)

65. New Design Header data Position overview Position details
Remember your assigned ### number from your SAP login ID and use it whenever the ### input number is required.

66. Help Functions
F1: Description of input fields
F4: Value list

67. SAP Help Portal

68. Favorites

69. Transaction Codes

70. Transaction SEARCH_SAP_MENU

71. User Profile Settings (local PC)

72. User Profile Settings (SAP system)

73. Desktop Shortcut

74. Summary
You are now able to:
name the window elements,
navigate in an SAP system,
apply personal system settings,
effectively use help.

75. SAP STUDENT CERTIFICATES