Table of Contents

Dear Reader

Notes on Usage

Table of Contents

About This Book

Part I   The SAP Enterprise

1   Brief History of the SAP Enterprise

1.1   Getting Started: From Realtime Financials to SAP R/3

1.2   SAP from the Turn of the Millennium to the Present

2   How Does SAP Software Work?

2.1   What Is Standard Software?

2.2   Adapting the SAP System to an Enterprise

2.3   What If the Standard Isn’t Sufficient?

2.4   Orientation toward the Process

2.5   Real Time

2.6   Central Data: Decentralized Processing

3   Overview of the Most Critical SAP Products

3.1   Complete Package: SAP Business Suite

3.2   The Central Component: SAP ERP

3.2.1   Accounting

3.2.2   Human Resources

3.2.3   Logistics

3.3   Maintaining Customer Relationships: SAP Customer Relationship Management

3.4   Optimizing Supplier Relationships: SAP Supplier Relationship Management

3.5   The Entire Lifecycle of a Product: SAP Product Lifecycle Management

3.6   For all Supply Chain Elements: SAP Supply Chain Management

3.7   Industry Solutions

3.8   Special Software for Medium-Sized Enterprises

3.8.1   SAP Business One

3.8.2   SAP Business All-in-One

3.8.3   SAP Business ByDesign

3.9   The Next Software Generation: SAP S/4HANA

3.10   The Technical Basis: SAP NetWeaver

3.10.1   User Integration

3.10.2   Information Integration

3.10.3   Process Integration

3.10.4   Application Server

Part II   Basic Principles of System Operation

4   Organizational Structures and Master Data

4.1   Organizational Structures

4.2   Master Data

4.3   Try It!

5   Logging On to the SAP System

5.1   SAP Logon

5.1.1   Establishing a Connection to the SAP System

5.1.2   Configuring Connection Settings for the SAP System

5.2   Logging On for the First Time

5.3   Logging On to the System

5.4   The SAP Graphical User Interface

5.4.1   Menu Bar

5.4.2   Standard Toolbar

5.4.3   Title Bar

5.4.4   Command Field

5.4.5   Status Bar

5.5   Logging Off the SAP System

5.6   Try It!

6   Navigating in the SAP System

6.1   Overview of the Navigation Options

6.2   Navigating via the SAP Easy Access Menu

6.3   Navigating via Transaction Codes

6.4   Entering Data in the SAP System

6.4.1   Tabs

6.4.2   Screen Areas

6.4.3   Fields

6.4.4   Buttons

6.4.5   Function Keys

6.4.6   Checkboxes

6.4.7   Radio Buttons

6.4.8   Dialog Windows

6.5   Input Help

6.6   Working with Sessions

6.7   Try It!

7   Maintaining the System Layout and User Data

7.1   Creating Links on the Desktop

7.2   Maintaining Your Own User Data

7.3   Creating Favorites

7.3.1   Adding Transactions to the Favorites

7.3.2   Adding Websites to the Favorites

7.3.3   Adding Files or Programs to the Favorites

7.3.4   Deleting Favorites

7.3.5   Importing and Exporting Favorites

7.4   Prepopulating Parameters for Fields

7.5   Holding, Setting, and Deleting Data

7.6   Adapting the User Interface

7.7   Try It!

8   Creating Evaluations and Reports

8.1   Using Standard Reports in the SAP System

8.2   Finding Standard Reports

8.2.1   Searching for Reports

8.2.2   Calling Reports in the SAP Easy Access Menu

8.3   Exporting Lists to Microsoft Excel

8.4   Using Variants

8.5   Other Reporting Options in SAP ERP

8.6   Try It!

9   Printing

9.1   Overview of the Print Functions

9.2   Using Spool Requests

9.3   Changing the Default Printer

9.4   Creating Screenshots

9.5   Try It!

10   Automating Tasks

10.1   Background Jobs

10.2   Batch Processing (Batch Input)

10.2.1   Creating Batch Input Sessions

10.2.2   Processing Batch Input Sessions

10.3   Try It!

11   Working with Messages and Business Workplace

11.1   Overview of the Business Workplace

11.2   Sending Short Messages

11.3   SAP Business Workflow

11.4   Folders

11.5   Office Organization

11.5.1   Setting Up Auto Reply

11.5.2   Managing Appointments

11.6   Try It!

12   Electronic Data Interchange 

12.1   Overview of the Electronic Data Interchange Process

12.2   Electronic Data Interchange in Practice

12.3   Try It!

13   Using Help Functions

13.1   Field Helps and Search Windows

13.1.1   Help via Function Keys

13.1.2   Search Windows

13.2   The Help Menu

13.2.1   Application Help

13.2.2   SAP Library

13.2.3   Glossary

13.2.4   Release Notes

13.2.5   SAP Service Marketplace

13.2.6   Creating Support Messages

13.3   Customizing the Help

13.4   Try It!

14   The Role and Authorization Concept

14.1   Authorizations

14.2   Roles

14.3   Try It!

Part III   Most Important Processes in the SAP System

15   Materials Management

15.1   Materials Management Tasks

15.2   Organizational Structures

15.3   Master Data

15.3.1   Material Master

15.3.2   Vendor Master

15.3.3   Purchasing Information Record

15.4   Purchase Order

15.5   Inventory Management

15.6   Invoice Verification

15.7   Automatic Material Requirements Planning

15.8   Standard Reporting

16   Sales and Distribution

16.1   Sales and Distribution Tasks

16.2   Organizational Structures

16.3   Master Data

16.3.1   Creating Customer Master Records

16.3.2   Creating a Material Master Record

16.3.3   Creating Condition Master Records

16.4   Sales Order Processing

16.4.1   Entering Sales Orders

16.4.2   Creating Deliveries

16.4.3   Invoicing

16.5   Availability Check

16.6   Complaint Processing (Returns)

16.7   Standard Reporting

17   SAP ERP Financials

17.1   Financial Accounting Tasks

17.2   Organizational Structures

17.3   Creating the Financial Statement and Profit and Loss Statement

17.4   Processing Vendor Invoices

17.5   Processing Customer Invoices

17.6   Evaluation

18   Controlling

18.1   Controlling Tasks

18.2   Organizational Structures

18.3   Overhead Cost Controlling

18.4   Product Cost Controlling

18.5   Profitability Analysis

18.6   Evaluations

19   Human Resources

19.1   Tasks in Human Resources

19.2   Organizational Management

19.3   Recruitment

19.4   Personnel Administration

19.5   Talent Management

19.6   Time Management

19.7   Payroll

19.8   Standard Reporting

20   Case Study

20.1   The Sample Business

20.2   The Enterprise Structure

20.3   Creating a Material Master Record

20.4   Creating Vendor Master Records

20.5   Creating Purchasing Info Records

20.6   Creating a Purchase Order

20.7   Receiving Goods

20.8   Verifying an Invoice

20.9   Displaying Open Items (Optional)

20.10   Posting Outgoing Payments

20.11   Creating a Customer Master

20.12   Adding Sales Data to the Material Master Record

20.13   Creating Conditions

20.14   Creating a Standard Order

20.15   Delivering and Issuing Goods

20.16   Creating an Invoice

20.17   Posting Incoming Payments

A   Abbreviations

B   Glossary

C   Buttons, Key Combinations, and Function Keys

C.1   Key Combinations

C.2   Function Keys

C.3   Buttons

C.3.1   Standard Toolbar

C.3.2   General Functions

C.3.3   F4 Help

C.3.4   Reports

D   The Author

Index

Service Pages

Legal Notes