SAP 

Getting Started

Contents

Introduction to SAP

Overview

SAP Modules

Environments and Clients

NetSuite Financial Terminology

Transactional Data

Master Data

Requirements for Using SAP

Logging On and Off

Windows 10

Macintosh

Basic Screen Features

SAP User Menu Screen

Navigation Area

Changing the Display Options

Startup Menu

SAP Screens

SAP Screen Features

Screen Header

Menu Bar

Standard Toolbar

Title Bar

Application Toolbar

Screen Body

Status Bar

SAP Buttons 

Working in SAP

Transaction Codes

Using a Transaction Code

Finding a Transaction Code

Displaying a List of Recently Used Transaction Codes

Multiple Sessions

Creating a New Session

Moving Among Sessions

Closing a Session

Matchcodes

Types of Matchcodes

Hit List Matchode

Restrict Value Range Matchcode

Calendar Search Matchcode

Workflow Inbox

Accessing Your Inbox

Reviewing a Work Item

Printing in SAP

Tips and Optional Features

SAP User Settings

SAP User Profile

Setting Your User Defaults

Finding Your Printer

Setting Your User Address

Setting Your User Parameters

Favorites

Creating a Favorite

Maintaining Favorites

Organizing Favorites into Folders

Changing Screen Colors and Font Sizes on the SAP

Macintosh:

Change or Create a New Color Scheme (SAP)

Change the Color Scheme (SAP)

Change the Font Size (SAP)

PC:

Change or Create a New Color Scheme

Change the Font Size

Screen Resolution

Adjust the Screen Resolution

Help Window

Change the Help Window

Table Screen Layout

Create the Table Screen Layout

What's this app?

Explore

Preset

Realize

Deploy

Change

Run and Operate

System preparation

Configure Your Solution

Configure Your Solution

Configure Your Solution

Configure Your Solution

Configure Your Solution

Migrate Your Data

Test Your Processes

Manage Test Processes

Create Change

View Change History

Learn More

View Solution Scope

Set Local Version

Phase 1: Get Organized

  This Phase consists of the following tasks:   

1  Review Goals   

2  Define the Team 

This phase prepares the ground for later phases of the project by establishing  the objectives of the project, the scope, and the staffing, and also begins the education process for the key members of the project team.  The project Kick Off meeting is a key element in confirming objectives, scope and the composition of the core project team.

Some projects are on a strict timeline, where the business is facing an important date, perhaps the end of a fiscal year, when the system must be operational.   This factor may cause the project team to reduce the scope of the project, or perhaps split the project into multiple releases.  Understanding the inter-relationship of these factors, and any other over-riding project objectives, is important to document and share across the project team.

Identifying the project team happens in this phase.  The methodology identifies a number of "roles" that are required for the project. In this context, roles refer to the skills required to complete a piece of work and may involve one individual or a whole department.  In SAP implementation projects, a single individual may often take responsibility for multiple project roles.  For instance, in a small company, a single individual may take responsibility for making business decisions across many business processes.

Who's Involved With This Task? 

Executive Sponsor 

Business Process Owner 

Administrator 

Project Manager 

Phase 2: Prepare Your Business

  Prepare Your Business   

  This Phase consists of the following tasks:   

1  Review Existing Processes   

2  Map Processes to SAP   

3  Review Data Migration Requirements   

4  Create Schedule/Plan 

In this Phase, the requirements of the business are documented and matched to the capabilities of the SAP application.

It is not possible to overemphasize the importance of this phase.  A vast majority of problematic implementations can be traced back to a lack of depth in the requirements definition phase of the project.  This phase answers the "what" question, namely, what are the business needs that will be supported by the SAP application.  Later phases will answer, the question of "how" SAP will support the business needs.

The Analyze Phase also entails a preliminary exploration of the data migration requirements, identifying the data that will need to be migrated into SAP. The data sources are catalogued, then the specific SAP entities and transactions are identified and quantified. These requirements will also be addressed during the Configure Phase as a detailed data migration approach is developed.

 Who's Involved With This Task? 

Executive Sponsor 

Business Process Owner 

Administrator 

Project Manager 

Data Migration Specialist 

Phase 3: Move To SAP

  Move To SAP   

  This Phase consists of the following tasks:   

1  Setup Your System   

2  Test System   

3  Create Training Schedule/Plan 

During this Phase, the SAP application is configured and customized to meet the needs of the business.

In each area of the product, there are many settings that affect the behavior of a particular business process.  These settings are reviewed and either left in their default setting or adjusted.

 Who's Involved With This Task? 

Business Process Owner 

Administrator 

Project Manager 

Data Migration Specialist 

What's this app?

In addition to using the in-app help, get an overview of this app and the implementation phases it supports:

About Managing Your Solutions

Explore

This is the first of four phases on your way to your running SAP S/HANA Cloud solution. The next phases are Preset, Realize, and Deploy.

Here you can explore your cloud solution based on pre-configured processes and sample data.

VALIDATE THE SOLUTION

Explore the configuration possibilities of the SAP S/HANA Cloud solution to find out how to adapt it to the business processes of your company.

PREPARE REQUIREMENTS

Clarify your requirements on following topics:

• Scope of your solution

• Business processes

• Organizational structure

• Chart of accounts (blueprint)

TIP: Try out how to migrate your data to the SAP S/4HANA Cloud system and how to test the business processes.

Preset

This phase allows you preparatory activities for the Realize phase. You can only configure your organizational structure, enter the keys of your organizational units, and configure your chart of accounts.

NOTE: As the scope items (processes) have not been activated in the system, data migration and testing of processes are not possible.

Realize

In this phase you perform all the tasks needed to assure a smooth launch of your SAP S/HANA Cloud solution.

Adapt configuration settings according to your business processes.

Perform dry runs of the data migration and verify the results until you are certain, that during launch the final migration of latest data will run smoothly.

Test your business processes and make sure that they all have passed the tests.

Deploy

Prepare your SAP S/4HANA Cloud solution for running in production by performing the following tasks:

Migrate your latest data to your cloud system.

Review the manual rework activities and mandatory settings. You can proceed to the Run phase only if all manual rework activities are confirmed

Change

You are in your test environment to prepare a change for your production solution.

You can only work on one change project at a time. Either open the change project in progress or create a new one.

Run and Operate

As your solution is running in the production system, no changes are allowed.

NOTE: You can prepare changes in the quality system and deploy them to the production system. You can view the manual rework activities and their status in the Run phase

System preparation

You finalized a phase (Explore, Preset, Realize, Deploy or Change) of your SAP S/4HANA Cloud solution implementation.

The SAP Service Center team is now performing the required activities and will grant you access to the system as soon as it is available for the next phase

Configure Your Solution

Explore phase: Access the overview of all self-service configuration apps available for your cloud solution. From the overview you can start the self-service configuration apps and review the settings they offer.

If you have performed all the activities required in the current phase, you can move on to the next phase.

Configure Your Solution

Preset phase: Access the overview of all self-service configuration apps available for your cloud solution. From the overview you can start the self-service configuration apps and review the settings they offer.

If you have performed all the activities required in the current phase, you can move on to the next phase.

Configure Your Solution

Realize phase: Access the overview of all self-service configuration apps available for your cloud solution. From the overview you can start the self-service configuration apps and review the settings they offer.

If you have performed all the activities required in the current phase, you can move on to the next phase.

Configure Your Solution

Deploy phase: Access the overview of all manual rework activities available for your SAP S/HANA Cloud solution. From the overview you can start the manual rework activities and review the settings they offer.

Configure Your Solution

Change phase: To configure changes within the current change project, access the overview of all self-service configuration apps available for your solution.

Start the relevant self-service configuration apps and change the required settings.

When you have finalized and tested the changes in the test system, you can deploy them to your running solution.

Migrate Your Data

Migrate your master data and business data to your cloud system.

How to Migrate Your Data

Test Your Processes

Manage Test Processes

Create Change

View Change History

Learn More

View Solution Scope

Set Local Version

Phase 5: Learn From Experience

  Run Your Business   

  This Phase consists of the following tasks:   

1  Plan Ongoing Improvement 

In this phase, the SAP application settles into production status as the implementation project is completed.

It is important to review the successes and challenges of the SAP implementation.   Often, the entire SAP application is not installed in the initial project, so it is important to understand the improvements that can be made in subsequent projects.  The follow-on project may be of a reduced scope, but the same principles of the SAP implementation process still apply.  Namely, it is important to understand scope, document the business requirements against the out-of-the-box NetSuite business processes, and then move into configuration and customization.

For the SAP administrator, the project does not truly complete.  Unresolved items often exist at the time of cutover. Additionally, there is always the opportunity to make enhancements or take advantage of new features. 

 Who's Involved With This Task? 

Executive Sponsor 

Business Process Owner 

Administrator 

Project Manager 

End User