Using SAP

An Introduction to SAP for Beginners and End Users
2. Auflage 2014
ISBN: 978-1-59229-981-2
Verlag: Rheinwerk Verlag

Buch, Englisch, 392 Seiten, Format (B × H): 152 mm x 229 mm

Reihe: SAP PRESS: englisch

Don’t get trapped in a thicket of confusing IT terms and explanations: Consult this single resource written for you, the SAP user! You’ll find detailed steps and screenshots that walk you through the processes you need to do your job: logging on to the system, navigation and maintenance, creating reports, printing, and so much more. Whether you’re entering data, using SAP software on a daily basis, or need a foundational knowledge of navigating the SAP system, this book will get you comfortable in no time.


Highlights: - Logging on and off the system

- Navigating the system

- Changing the system layout and user data

- Reporting

- Printing

- Automating tasks

- Messaging and the business workplace

- Handling roles and authorizations

- Using help functions

- Working with the SAP components

Galileo Press heißt von jetzt an Rheinwerk Verlag.

Autoren/Hrsg.

Schulz, Olaf

Fachgebiete

• Mathematik | Informatik EDV | Informatik Business Application Unternehmenssoftware SAP
• Wirtschaftswissenschaften Betriebswirtschaft Wirtschaftsinformatik, SAP, IT-Management

Inhaltsverzeichnis

About This Book. 13

Part I: The SAP Enterprise

1. A Brief History of the SAP Enterprise. 21

1.1 Getting Started: From RF to SAP R/3. 21

1.2 SAP from the Turn of the Millennium to the Present. 24

2. How Does SAP Software Work?. 27

2.1 What Is “Standard Software”?. 27

2.2 Adapting the SAP System to an Enterprise. 28

2.3 What If the Standard Is Not Sufficient? … 30

2.4 Orientation toward the Process. 30

2.5 Real Time. 31

2.6 Central Data—Decentralized Processing. 32

3. Overview of the Most Critical SAP Products. 35

3.1 Complete Package: SAP Business Suite. 35

3.2 The Central Component: SAP ERP. 36

3.3 Maintaining Customer Relationships: SAP CRM. 43

3.4 Optimizing Supplier Relationships: SAP SRM. 44

3.5 The Entire Lifecycle of a Product: SAP PLM. 44

3.6 For All Supply Chain Elements: SAP SCM. 45

3.7 Industry Solutions. 47

3.8 Special Software for Medium-Sized Enterprises. 48

3.9 The Technical Basis: SAP NetWeaver. 49

Part II: Basic Principles of System Operation

4. Organizational Structures and Master Data. 55

4.1 Organizational Structures. 55

4.2 Master Data. 62

4.3 Try It!. 69

5. Logging On to the SAP System. 71

5.1 SAP Logon. 71

5.2 Logging On for the First Time. 74

5.3 Logging On to the System. 77

5.4 The SAP User Interface. 78

5.5 Logging Off from the SAP System. 83

5.6 Try It!. 84

6. Navigating in the SAP System. 87

6.1 Overview of the Navigation Options … 87

6.2 Navigating via the SAP Easy Access Menu. 89

6.3 Navigating via Transaction Codes. 91

6.4 Entering Data in the SAP System. 94

6.5 Input Help. 99

6.6 Working with Sessions. 100

6.7 Try It!. 102

7 Maintaining the System Layout and User Data …103

7.1 Creating Links on the Desktop. 103

7.2 Maintaining Your Own User Data. 104

7.3 Creating Favorites. 108

7.4 Holding, Setting, and Deleting Data. 117

7.5 Adapting the User Interface. 118

7.6 Try It!. 120

8. Creating Evaluations and Reports. 121

8.1 Using Standard Reports in the SAP System. 121

8.2 Finding Standard Reports. 125

8.3 Exporting Lists to Microsoft Excel. 127

8.4 Using Variants. 130

8.5 Other Reporting Options in SAP ERP. 131

8.6 Try It!. 133

9. Printing. 135

9.1 Overview of the Print Functions. 135

9.2 Using Spool Requests. 137

9.3 Changing the Default Printer. 141

9.4 Creating Screenshots. 142

9.5 Try It!. 144

10. Automating Tasks. 145

10.1 Background Jobs. 145

10.2 Batch Processing (Batch Input). 156

10.3 Try It! … 163

11. Working with Messages and the Business Workplace. 165

11.1 Overview of the Business Workplace. 165

11.2 Sending Short Messages. 167

11.3 SAP Business Workflow. 170

11.4 Folders. 171

11.5 Office Organization. 172

11.6 Try It!. 175

12. Electronic Data Interchange. 177

12.1 Overview of the EDI Process. 177

12.2 EDI in Practice. 178

12.3 Try It!. 179

13 Using Help Functions. 181

13.1 Field Helps and Search Windows. 181

13.2 The Help Menu. 185

13.3 Customizing the Help. 189

13.4 Try It!. 191

About This Book. 13

Part I: The SAP Enterprise

1. A Brief History of the SAP Enterprise. 21

1.1 Getting Started: From RF to SAP R/3. 21

1.2 SAP from the Turn of the Millennium to the Present. 24

2. How Does SAP Software Work?. 27

2.1 What Is “Standard Software”?. 27

2.2 Adapting the SAP System to an Enterprise. 28

2.3 What If the Standard Is Not Sufficient? … 30

2.4 Orientation toward the Process. 30

2.5 Real Time. 31

2.6 Central Data—Decentralized Processing. 32

3. Overview of the Most Critical SAP Products. 35

3.1 Complete Package: SAP Business Suite. 35

3.2 The Central Component: SAP ERP. 36

3.3 Maintaining Customer Relationships: SAP CRM. 43

3.4 Optimizing Supplier Relationships: SAP SRM. 44

3.5 The Entire Lifecycle of a Product: SAP PLM. 44

3.6 For All Supply Chain Elements: SAP SCM. 45

3.7 Industry Solutions. 47

3.8 Special Software for Medium-Sized Enterprises. 48

3.9 The Technical Basis: SAP NetWeaver. 49

Part II: Basic Principles of System Operation

4. Organizational Structures and Master Data. 55

4.1 Organizational Structures. 55

4.2 Master Data. 62

4.3 Try It!. 69

5. Logging On to the SAP System. 71

5.1 SAP Logon. 71

5.2 Logging On for the First Time. 74

5.3 Logging On to the System. 77

5.4 The SAP User Interface. 78

5.5 Logging Off from the SAP System. 83

5.6 Try It!. 84

6. Navigating in the SAP System. 87

6.1 Overview of the Navigation Options … 87

6.2 Navigating via the SAP Easy Access Menu. 89

6.3 Navigating via Transaction Codes. 91

6.4 Entering Data in the SAP System. 94

6.5 Input Help. 99

6.6 Working with Sessions. 100

6.7 Try It!. 102

7 Maintaining the System Layout and User Data …103

7.1 Creating Links on the Desktop. 103

7.2 Maintaining Your Own User Data. 104

7.3 Creating Favorites. 108

7.4 Holding, Setting, and Deleting Data. 117

7.5 Adapting the User Interface. 118

7.6 Try It!. 120

8. Creating Evaluations and Reports. 121

8.1 Using Standard Reports in the SAP System. 121

8.2 Finding Standard Reports. 125

8.3 Exporting Lists to Microsoft Excel. 127

8.4 Using Variants. 130

8.5 Other Reporting Options in SAP ERP. 131

8.6 Try It!. 133

9. Printing. 135

9.1 Overview of the Print Functions. 135

9.2 Using Spool Requests. 137

9.3 Changing the Default Printer. 141

9.4 Creating Screenshots. 142

9.5 Try It!. 144

10. Automating Tasks. 145

10.1 Background Jobs. 145

10.2 Batch Processing (Batch Input). 156

10.3 Try It! … 163

11. Working with Messages and the Business Workplace. 165

11.1 Overview of the Business Workplace. 165

11.2 Sending Short Messages. 167

11.3 SAP Business Workflow. 170

11.4 Folders. 171

11.5 Office Organization. 172

11.6 Try It!. 175

12. Electronic Data Interchange. 177

12.1 Overview of the EDI Process. 177

12.2 EDI in Practice. 178

12.3 Try It!. 179

13 Using Help Functions. 181

13.1 Field Helps and Search Windows. 181

13.2 The Help Menu. 185

13.3 Customizing the Help. 189

13.4 Try It!. 191

14 The Role and Authorization Concept. 193

14.1 Authorizations. 193

14.2 Roles. 194

14.3 Try It! … 197

Part III The Most Critical SAP Components

15. Materials Management. 201

15.1 Materials Management Task Areas. 201

15.2 Organizational Structures. 205

15.3 Master Data. 206

15.4 Purchase Order. 219

15.5 Inventory Management. 222

15.6 Invoice Verification. 226

15.7 Automatic Material Requirements Planning. 230

15.8 Evaluations. 232

16. Sales and Distribution. 235

16.1 Sales and Distribution Task Areas. 235

16.2 Organizational Structures. 238

16.3 Master Data. 239

16.4 Sales Order Processing. 246

16.5 Availability Check. 251

16.6 Complaint Processing (Returns). 253

16.7 Evaluations. 254

17. Financial Accounting. 257

17.1 Financial Accounting Tasks. 257

17.2 Organizational Structures in Financial Accounting. 261

17.3 General Ledger Accounting. 262

17.4 Accounts Payable Accounting. 266

17.5 Accounts Receivable Accounting. 279

17.6 Evaluations. 285

18. Controlling. 289

18.1 Task Areas in Controlling. 289

18.2 Organizational Structures. 294

18.3 Overhead Cost Controlling. 295

18.4 Product Cost Controlling. 301

18.5 Profitability Analysis. 305

18.6 Evaluations. 309

19 Human Resources. 311

19.1 Tasks in SAP Human Resources. 311

19.2 Organizational Management. 313

19.3 Recruitment. 316

19.4 Personnel Administration. 320

19.5 Talent Management. 323

19.6 Time Management … 324

19.7 Payroll. 326

19.8 Standard Reporting. 329

20. Case Study. 331

20.1 The Sample Business. 333

20.2 The Enterprise Structure. 333

20.3 Creating Material Master Records. 335

20.4 Creating Vendor Master Records. 336

20.5 Creating Purchasing Info Records. 337

20.6 Creating a Purchase Order. 339

20.7 Receiving Goods. 341

20.8 Verifying an Invoice. 342

20.9 Displaying Open Items (Optional). 344

20.10 Posting Outgoing Payments. 345

20.11 Creating a Customer Master. 346

20.12 Adding Sales Data to the Material Master Record. 348

20.13 Creating Conditions. 349

20.14 Creating a Standard Order. 350

20.15 Delivering and Issuing Goods. 351

20.16 Creating an Invoice. 353

20.17 Posting Incoming Payments. 354

Appendices

A. Abbreviations. 359

B. Glossary. 363

C Buttons, Key Combinations, and Function Keys. 373

D The Author. 379

Index. 381

14. The Role and Authorization Concept. 193

14.1 Authorizations. 193

14.2 Roles. 194

14.3 Try It! … 197

Part III The Most Critical SAP Components

15. Materials Management. 201

15.1 Materials Management Task Areas. 201

15.2 Organizational Structures. 205

15.3 Master Data. 206

15.4 Purchase Order. 219

15.5 Inventory Management. 222

15.6 Invoice Verification. 226

15.7 Automatic Material Requirements Planning. 230

15.8 Evaluations. 232

16. Sales and Distribution. 235

16.1 Sales and Distribution Task Areas. 235

16.2 Organizational Structures. 238

16.3 Master Data. 239

16.4 Sales Order Processing. 246

16.5 Availability Check. 251

16.6 Complaint Processing (Returns). 253

16.7 Evaluations. 254

17. Financial Accounting. 257

17.1 Financial Accounting Tasks. 257

17.2 Organizational Structures in Financial Accounting. 261

17.3 General Ledger Accounting. 262

17.4 Accounts Payable Accounting. 266

17.5 Accounts Receivable Accounting. 279

17.6 Evaluations. 285

18. Controlling. 289

18.1 Task Areas in Controlling. 289

18.2 Organizational Structures. 294

18.3 Overhead Cost Controlling. 295

18.4 Product Cost Controlling. 301

18.5 Profitability Analysis. 305

18.6 Evaluations. 309

19 Human Resources. 311

19.1 Tasks in SAP Human Resources. 311

19.2 Organizational Management. 313

19.3 Recruitment. 316

19.4 Personnel Administration. 320

19.5 Talent Management. 323

19.6 Time Management … 324

19.7 Payroll. 326

19.8 Standard Reporting. 329

20. Case Study. 331

20.1 The Sample Business. 333

20.2 The Enterprise Structure. 333

20.3 Creating Material Master Records. 335

20.4 Creating Vendor Master Records. 336

20.5 Creating Purchasing Info Records. 337

20.6 Creating a Purchase Order. 339

20.7 Receiving Goods. 341

20.8 Verifying an Invoice. 342

20.9 Displaying Open Items (Optional). 344

20.10 Posting Outgoing Payments. 345

20.11 Creating a Customer Master. 346

20.12 Adding Sales Data to the Material Master Record. 348

20.13 Creating Conditions. 349

20.14 Creating a Standard Order. 350

20.15 Delivering and Issuing Goods. 351

20.16 Creating an Invoice. 353

20.17 Posting Incoming Payments. 354

Appendices

A. Abbreviations. 359

B. Glossary. 363

C Buttons, Key Combinations, and Function Keys. 373

D The Author. 379

Index. 381

Über Autor(innen)

Schulz, Olaf
Olaf Schulz works as an SAP consultant and trainer. He has over 15 years of experience in IT and organization, focusing on the following aspects: planning and implementation of trainings, creation of training material, project management, CRM implementation and system support, as well as system development and network administration. In cooperation with user departments, he has analyzed their requirements and implemented them in the SAP system and launched them in the enterprise.