SAP Navigation

SAP USER NAVIGATION
Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation

LOG ON TO SAP
• To log on, click SAP Logon Icon on your desktop
• Select the SAP client to access

• PRD = Production
• TRN = Training (Sandbox)
• Double click on selected client or click Logon

button
• Ensure the Client Id field is correct or change

if needed
• Production = 400
• Training Sandbox = 520
• Enter user Id and password

• User Id and initial password assigned by TC IT
Dept.
• Tab from User Id to Password field
• Just type your password in the field to overwrite
the symbols that are there
• This is the same user Id and password that you
currently use in either ESS or SAP
2
PASSWORD MANAGEMENT
• The first time you log on the SAP system,
you will be prompted to change password
• Put your cursor at the beginning of each
field and enter the same new password in
both fields, overwriting the symbols in the
fields. Click
3
COPYRIGHT POP-UP WINDOW
• You will only see this the first time you log onto SAP
Select to continue

TC PASSWORD RULES
• The same password is used for SAP and ESS in
production
• 8 characters; 1 must be numeric
• Cannot be same as user Id
• Cannot be same as prior 5 passwords
• Required by TC policies to change every 45 days
• Keep a record of your password
5
SAP EASY ACCESS SCREEN AND TOOLBARS
Fast Path Field
Standard
Toolbar
Application
Toolbar
SAP is a Windows-based system. You can navigate in SAP using buttons, toolbars and windows
the same way you would in other Windows applications like Word or Excel.

SAP EASY ACCESS
TitleSCREEN
Bar
Navigation Area
Status Bar

SCREEN FEATURES
EASY ACCESS SCREEN
SAP Pull-down SAP Standard
Menu Minimize,
Toolbar
Maximize, Close
buttons
Enter
Icon
Menu Path
Application
This is the
Command Toolbar standard screen
Field displayed when
you log on to
Divider can be SAP
adjusted from left
to right by putting
your cursor on the
line and dragging
Session and
Status Bar System
Number
8
STANDARD TOOLBAR ICONS
FUNCTIONALITY
- Confirm information entered - Scroll up to first page
- Enter transaction codes

- Scroll up to previous page
- Save entered information

- Scroll down to next page
- Move to previous screen
- Scroll down to last page
- Exit current area or SAP

- Open a new session
- Cancel or stop current transaction
- Create a desktop shortcut to SAP report,
- Print transaction, or task
- Find an entry in a screen or table - Provide SAP help
- Find next instance of same data - Customize local layout
9
COMMON APPLICATION ICONS &
FUNCTIONALITY
- Add a transaction to the Favorites - View previous record in a

folder transaction
- Execute an application, program,

- Get pick list of possible values
or report
for selected field
- Create new entries or records

- Copy an existing entry or record
- Change an existing entry or record

- Delete an existing entry or record
- Display/view an existing entry

- Indicates a field is a required field
or record
- View header information - View line item information
Application Icons change as the screen changes
10
SCREEN COMPONENTS
• Radio Buttons – click in circle to
select option
• Check boxes – click in box to

select option
• Buttons – click on button to

select option
• Entry fields – type data

directly in field
11
SCREEN COMPONENTS (CONT’D)
• Pick list – possible entries for a

field. If a pick list is available,
you will see the matchcode
symbol. Access the pick list by
clicking on matchcode symbol in
a field
• Pop-up window - windows that

appear for data entry or
explanation
• Tabs – appear on some

transactions for selection of
various screens
12
TYPES OF FIELDS
• Mandatory fields have a check mark
• Optional fields are blank
• Fields with matchcodes (drop down icon) allow searching on the field for allowed entries
Mandatory
Field
Matchcode

• The status bar is at the bottom of every screen in SAP
• Left Half – displays system messages. Three types of messages are

displayed:
• Information messages – displayed in green. (Read and then click the
button within the message to clear)
• Example
• Warning messages – displayed in yellow. (Read and then click the

button within the message to clear)
• Example
• Error messages – displayed in red. (Correct the error or click the button
to cancel)
• Example
14
• The status bar is at the bottom of every screen in SAP
• Right half – displays system and logon information
• DV1 – SAP client

• (2) - number of the session currently in play
• USSAND - application server
• INS – mode for data entry
• INS = insert
• OVR = overwrite
• Click on the button to view additional information

on the system
15
NAVIGATING IN SAP
TRANSACTION CODES
Transaction codes are the unique identifiers for the screens in SAP. They are
entered directly in the Command Field on any screen. Click the Enter icon or
press Enter on your keyboard after entering the transaction code. The transaction
code and the name of the transaction are displayed in the SAP menu. See
Lesson 6 on Customizing Your Work Area to learn how to set up the transaction
codes in the menu.
• From Easy Access Screen
• Enter transaction code
• From other screens

• Enter /Nxxxx (where ‘xxxx’ = transaction code) to go to
another transaction within same session
• Enter /oxxxx (where ‘xxxx’ = transaction code) to go to
another transaction in a new session
16
MENU PATHS
Follow the Menu Path by

clicking once on the arrows
Favorites
or [+] next to the folders
and expanding the view until
the desired transaction is
reached.
Folders &
Sub-folders When the transaction is
displayed, double-click on
the transaction to go
directly to its initial screen.
Transactions
17
FAVORITES
Rather than searching through the Menu Path for your most frequently
used transactions, you can set up your own Favorites
• You can click on these

Favorite transactions when
you open the menu path on
the Easy Access Screen.
18
ENTERING DATA
• When in Insert Mode , new data is added to the data already in a field.
To replace the data, highlight it and press the Delete key on your
keyboard
• When in Overwrite Mode , new data replaces the data currently in the
field (an example is entering your password on the logon screen)
• You can determine which mode you are in by looking at the
status bar at the bottom of the screen.
• INS = Insert
• OVR = Overwrite
• Click here to move between the two modes
19
ENDING A TRANSACTION
• When finished with a transaction if updates

have been made, click to save
• To exit from a transaction, click until

you return to the SAP Easy Access screen
20
CREATING DESKTOP SHORTCUTS
SAP allows you to create a shortcut on your desktop that will
take you directly to your commonly used transactions
 Right-click on the
transaction line item in
the menu
 Select the action Create

shortcut on the desktop
 Message displayed in the

Note: the shortcut appears on your computer desktop
as an icon displaying the name of the transaction. You system bar at the bottom
must be logged on to SAP for the shortcut to work. of your SAP screen or in
a pop-up window
21
SYSTEM MESSAGES
•Train your eye to look at the bottom of the screen for system messages.
• You must correct an error message to proceed.
• You must hit Enter to proceed past a warning message.
• An information message usually appears when you complete a transaction, such as
giving you the number of a purchase requisition you just created.

SCREEN MESSAGES
• Traffic light icons are also used to display document status
Entry is accepted and approved
Entry is ready for approval
Entry is rejected
23
WORKING WITH SESSIONS
• Multiple sessions allow you to look up information in one transaction
while entering information in another transaction
• Saves time and reduces the need to move from screen to screen
within the same session
• Maximum allowed is sessions open at time 6 sessions.
• To create a new session, click on the Create Session button

on the standard toolbar
• If you need to retrieve data or view another transaction while working

in a different transaction, you can open another session and
immediately access the transaction desired
• Enter /o in the Command Field followed by the transaction code for
the transaction you want to access in another session
24
LOGGING OFF OF SAP
• Select the yellow arrow
at the top of any screen > You will be warned about
saving your data even if
you have saved it!
• Or select System: Log off
> Select “Yes” to log off

SAP Navigation

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SAP USER NAVIGATION

Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation

• Select the SAP client to access

• Double click on selected client or click Logon

• Ensure the Client Id field is correct or change

• Enter user Id and password

Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation

Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation

Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation

- Confirm information entered - Scroll up to first page

- Enter transaction codes

- Save entered information

- Move to previous screen

- Scroll down to last page

- Exit current area or SAP

- Find an entry in a screen or table - Provide SAP help

- Find next instance of same data - Customize local layout

- Add a transaction to the Favorites - View previous record in a

- Execute an application, program,

- Create new entries or records

- Change an existing entry or record

- Display/view an existing entry

- View header information - View line item information

Application Icons change as the screen changes

• Check boxes – click in box to

• Buttons – click on button to

• Entry fields – type data

• Pick list – possible entries for a

• Pop-up window - windows that

• Tabs – appear on some

Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation

• The status bar is at the bottom of every screen in SAP

• Left Half – displays system messages. Three types of messages are

• Warning messages – displayed in yellow. (Read and then click the

• The status bar is at the bottom of every screen in SAP

• Right half – displays system and logon information

• DV1 – SAP client

• Click on the button to view additional information

• From other screens

Follow the Menu Path by

• You can click on these

• Click here to move between the two modes

• When finished with a transaction if updates

• To exit from a transaction, click until

 Select the action Create

 Message displayed in the

Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation

Entry is accepted and approved

Entry is ready for approval

• Maximum allowed is sessions open at time 6 sessions.

• To create a new session, click on the Create Session button

• If you need to retrieve data or view another transaction while working

Mohamed Talaat - SAP FICO, TR Consultant - SAP User Navigation

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