Pen Inc
Introduction to Your Company
January 2007 (v1.0)
The Rushmore Group, LLC
1
Pen Incorporated
• Start-up company in the promotional pen
business
• Initially buys and re-sells different lines of
promotion pens
• Sells to both wholesale and retail – procure
and distribute
• Later acquires a production facility to
manufacture its own product – produce
and distribute
January 2007 (v1.0)
The Rushmore Group, LLC
2
BPI – Core Business Processes
• Pen Inc. – Stage 1 (A Trading Goods Company)
 Buy – Procurement (MM)
 Sell – Sales and Distribution (SD)
 Track – Financial Accounting (FI)
• Pen Inc. – Stage 2 (Buys a Production Facility)
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





Buy – Procurement (MM)
Sell – Sales and Distribution (SD)
Make – Production (PP)
Track – Financial Accounting (FI)
Track – Controlling (CO)
Track – Human Capital Management (HCM)
Track – Quality Management (QM)
January 2007 (v1.0)
The Rushmore Group, LLC
3
Process Integration
Purchase
Requisition
Purchase
Order
Run MRP
Sales Order
Entry
Check
Availability
Sales Order
Process
Receipt of
Payment
Invoice
Customer
January 2007 (v1.0)
Procurement
Process
Goods
Receipt
Invoice
Receipt
Pick
Materials
Post Goods
Issue
The Rushmore Group, LLC
Payment
to Vendor
Red=creation of
financial documents
4
Process Integration
Purchase
Order
Purchase
Requisition
Convert Production
Proposal
Schedule
and Release
Procurement
Process
Run MPS
w/MRP
Check
Availability
Sales Order
Entry
Sales Order
Process
Pick
Materials
Production
Process
Invoice
Receipt
Goods
Issue
Completion
Quality Confirmation
Inspection Goods
Goods
Receipt
Payment
to Vendor
Receipt
Order
Settlement
Receipt of
Payment
Post Goods
Issue
Invoice
January 2007
(v1.0)
Customer
The Rushmore Group, LLC
Red=creation of
financial documents
5
Pen Inc Organizational Structure
Credit Control
Area
Client
Fiscal Year
Variant
Chart of
Accounts
Company
Code
Controlling
Area
Purchasing
Organization
Plant
Purchasing
Group
SL10 SL20
Shipping
Point
Sales
Organization
Distribution
Channel
Division
Sales Area
January 2007 (v1.0)
The Rushmore Group, LLC
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The Basics of SAP
- Navigation -
January 2007 (v1.0)
The Rushmore Group, LLC
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Overview
•
•
•
•
•
•
•
•
Logging on
SAP screens
Basics of data entry
Working with multiple sessions
Reporting
On-line help and system messages
Setting user defaults
Logging off
January 2007 (v1.0)
The Rushmore Group, LLC
8
Navigation
January 2007 (v1.0)
The Rushmore Group, LLC
9
SAP: Logging-On
January 2007 (v1.0)
The Rushmore Group, LLC
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SAP: Logging-On
• Information needed:
– Client
• Complete set of tables
– User Name
• Unique User ID
– Password
• 3 to 8 characters
• Letters or numbers
– Language
• EN = English
• DE = German
• ES = Spanish
January 2007 (v1.0)
The Rushmore Group, LLC
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Logging On - The Client
• This is a numeric field
• Defines a whole business entity
January 2007 (v1.0)
The Rushmore Group, LLC
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Logging On - User
• Enter the name of the SAP
user
• Users are Client-Specific
– User identification on one
client will only allow access
to that client on that server
• The user ID defines the
rights the person logging
on is assigned
January 2007 (v1.0)
The Rushmore Group, LLC
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Logging On - Password
• Rules
– Can contain Letters
– Can contain Numbers
– No 3 characters can be
alike
– Can not begin with ? or !
– Must be 3 - 8 characters
– Can not use previous 5
passwords
• Easy to remember
January 2007 (v1.0)
The Rushmore Group, LLC
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Logging On - Language
• SAP supports multinational character set
and languages on the
same system
• Default languages are
English and German;
can load multiple others.
• Current system:
– EN = English
– DE = German
– ES = Spanish
January 2007 (v1.0)
The Rushmore Group, LLC
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Logging On - Data Record
Table
Client
400
400
400
421
421
421
User
STEVE
BOB
GERRY
STEVE
BOB
GERRY
January 2007 (v1.0)
Password
********
********
********
********
********
********
The Rushmore Group, LLC
Valid
From
1/1/2000
1/1/2000
1/1/2000
1/1/2006
1/1/2006
1/1/2006
Valid
To
12/21/2000
12/21/2000
12/21/2000
12/31/2008
12/31/2008
12/31/2008
16
SAP: Easy Access Menu
January 2007 (v1.0)
The Rushmore Group, LLC
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SAP: Easy Access
• SAP menus can be Role Based
– determined by the User Group and Profile your User ID is a assigned
Sales View
January 2007 (v1.0)
The Rushmore Group, LLC
Purchasing View
18
SAP: System Menus & Submenus
January 2007 (v1.0)
The Rushmore Group, LLC
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SAP: Menus
Favorites
Transactions
Folder and Sub-Folder
January 2007 (v1.0)
The Rushmore Group, LLC
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SAP – Standard Tool Bar
January 2007 (v1.0)
The Rushmore Group, LLC
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SAP: Screen Elements
Menu Bar
Standard Tool Bar
Title Bar
Command Field
Application Bar
Search
Tabs
Input Fields
Drop Down
Status Bar
January 2007 (v1.0)
The Rushmore Group, LLC
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SAP: Application Bar
• Screen or view dependant
– (e.g. materials master will differ from sales order entry
will differ from the main menu)
January 2007 (v1.0)
The Rushmore Group, LLC
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SAP: Help
F4
F1
January 2007 (v1.0)
Possible Entries
The Rushmore Group, LLC
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SAP: On-line Help
January 2007 (v1.0)
The Rushmore Group, LLC
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System Messages
• E = Error
– An invalid entry has been made
– The cursor moves to the field where the
error has occurred
• W = Warning
–
–
A possible error has been made
The user can continue without changing
• I = Information
– Feedback from the system
January 2007 (v1.0)
The Rushmore Group, LLC
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Logging Off
• System > logoff
• Exit button
• Control box
For security purposes it is important to log off SAP whenever
you leave your PC. Your user name is linked with all
transactions you perform providing an audit trail.
January 2007 (v1.0)
The Rushmore Group, LLC
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Sales and Distribution SD