Contents
Introduction to SAP
SAP Modules
Environments and Clients
NetSuite Financial Terminology
Transactional Data
Master Data
Logging On and Off
Windows 10
Macintosh
SAP User Menu Screen
Navigation Area
Changing the Display Options
Startup Menu
SAP Screen Features
Screen Header
Menu Bar
Standard Toolbar
Title Bar
Application Toolbar
Screen Body
Status Bar
SAP Buttons
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
Types of Matchcodes
Hit List Matchode
Restrict Value Range Matchcode
Calendar Search Matchcode
Accessing Your Inbox
Reviewing a Work Item
Printing in SAP
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
DESCRIPTION OF SERVICES
Project Management:
General configuration and Setup:
Data Migration:
Setup and Configuration:
Process Walk-through:
Role Setup:
Training and Enablement:
User Adoption:
User Accepted Testing:
Post Go-live Assistance:
To discuss how we can help your organization, call us today at 1 (405) 252-1090 or
The Implementation Guide is a tool for configuring the SAP system to meet customer requirements. Its structure and documentation are component-oriented.
Target group:
- Solution consultants
- Project teams for implementation, conversions and upgrades
Current Version
- In the SAP menu
Tools --->
Included in each task are:
Detailed description of the task
Roles and responsibilities associated with a task
Preparation requirements referencing tools, activities and / or templates that may be required.
Deliverable or hand-offs concluding each task
Library of best practices that pertain to the task
Lastly, it's important to recognize that this is the beginning of an ongoing process. SAP will be a growing source of information on how to implement the SAP application. It is a commitment from the SAP Professional Services team to work with our customers and partners to document our experience in implementations and to make that experience available to the broader SAP Modules.
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
Phase 4: Run Your Business
Run Your Business
This Phase consists of the following tasks:
1 Conduct End-User Training
2 Cutover Business Processes To SAP
The planning and preparation of the previous three phases all combine in this Phase. The business processes reviewed in the "Prepare Your Business for SAP" phase are moved to SAP; the application is moved into production status.
Test plans are executed at the application level and with the end users. After the test results are reviewed, a final date can be determined for cutting over to NetSuite.
Timing the training for End users on the relevant portions of the application is critical. If the training is delivered too far in advance of the implementation, end users may forget some key points. If the training is timed properly, however, the transition to the new application is likely to be greatly eased.
Who's Involved With This Task?
Business Process Owner
Administrator
Project Manager
Training Coordinator
End User
In addition to using the in-app help, get an overview of this app and the implementation phases it supports:
About Managing Your Solutions
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.
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.
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.
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
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.
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
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
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.
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.
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.
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.
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 master data and business data to your cloud system.
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