Preface

19

Target Groups

20

Objectives and Parts of the Book

21

How to Work with This Book

22

Data for Training in the System

22

Test Access for SAP Fiori

22

Acknowledgments

23

Introduction

25

What Does SAP S/4HANA Have to Offer?

25

The Three Letters: SAP

25

Business Process: Purchase to Pay

26

Business Process: Order to Cash

27

Components of SAP S/4HANA

27

SAP GUI and SAP Fiori User Interfaces

29

Old and Trusted: SAP GUI

29

New and Modern: SAP Fiori

30

Company Structure in the SAP System

32

Organizational Structure and Organizational Units

32

Client and Company Code

33

Plant

34

Purchasing Organization

34

Sales Organization

35

Master Data and Documents in the SAP System

35

Summary

37

1 First Steps with SAP GUI

41

1.1 Log On and Off of SAP GUI

41

1.1.1 Log On

42

1.1.2 Change Your Password

46

1.1.3 No Multiple Logons

47

1.1.4 Log Off

49

1.2 Select Display Themes and Colors

50

1.3 Explore the SAP GUI Screen Elements

53

1.3.1 Top Bar

54

1.3.2 Title Bar

54

1.3.3 Header Line

55

1.3.4 More Menu in the Header Line

56

1.3.5 Screen Area: Favorites and SAP Menu

57

1.3.6 Footer Line

59

1.4 Display Transaction Codes

60

1.4.1 Display Transaction Codes in the SAP Menu

61

1.4.2 Display the Current Transaction Code

62

1.5 Create a Favorites Menu

63

1.5.1 If You Know the Transaction Code

64

1.5.2 If You Don’t Know the Transaction Code

66

1.6 Set User Data Appropriately

66

1.7 Summary

68

2 Displaying and Maintaining Data with SAP GUI Transactions

69

2.1 Start a Transaction

69

2.1.1 Transactions and Transaction Codes

70

2.1.2 Quick Start with the Commands /n or /o

71

2.2 Navigate in a Transaction

73

2.2.1 Perform a Change Transaction

74

2.2.2 Lock Records

76

2.2.3 Find the Locking User

77

2.3 Record Data

78

2.3.1 Keys for Data Entry and Modification

78

2.3.2 Perform a Recording Transaction

79

2.3.3 Interpret Messages Correctly

82

2.4 Use Value Help to Show Input Options

83

2.4.1 Transfer a Value from the Value List

83

2.4.2 Search the Value List

85

2.4.3 Sort the Value List

85

2.4.4 Other Functions in the Value List

86

2.5 Use Search Help to Find Documents and Master Data

86

2.5.1 Find a Data Set with the Search Help

87

2.5.2 Wildcards

91

2.5.3 Multiple Selection

91

2.6 Use the Field Help

93

2.6.1 Field Help

93

2.6.2 Transaction Help

94

2.7 Work with Multiple Windows

96

2.7.1 Open a New Window

97

2.7.2 Switch between Windows

98

2.7.3 Close Windows

98

2.8 Summary

99

3 Reporting with SAP GUI

101

3.1 Find and Call Reports

101

3.1.1 Start a Report from the Information System

101

3.1.2 Add a Report to the Favorites

104

3.2 Find the Right Data by Selection

105

3.2.1 Selection and Output Formats

105

3.2.2 Use Dynamic Selections

108

3.2.3 Change and Delete Dynamic Selections

110

3.3 Working with Lists: Find and Filter Data

111

3.3.1 Find Records

111

3.3.2 Filter Records

112

3.4 Print Lists or Save as PDF Files

115

3.5 Download Lists

116

3.5.1 Download Functions in the Context Menu

116

3.5.2 Download Functions in the More Menu

119

3.6 Summary

121

4 Changing SAP GUI Reports

123

4.1 Save Default Values in a Report Variant

123

4.1.1 Start the Report and Define a Selection

124

4.1.2 Save the Report Variant

125

4.2 Call Up a Report Variant

127

4.3 Maintain Report Variants

129

4.3.1 Change a Report Variant

129

4.3.2 Change the Variant Name

130

4.3.3 Delete a Report Variant

131

4.4 Get Creative: Design the Layout

132

4.4.1 Design the Layout

133

4.4.2 Sort by Columns

135

4.4.3 Move Columns

135

4.4.4 Change the Column Width

136

4.4.5 Hide Columns

136

4.4.6 Show Columns

136

4.5 Save a Layout

138

4.5.1 Save the Layout

138

4.5.2 Create a Second Layout

139

4.5.3 Save a Global Layout

140

4.6 Call a Layout

142

4.7 Maintain Layouts

143

4.7.1 Change the Default Layout

143

4.7.2 Change a Layout

145

4.7.3 Change the Layout Name

145

4.7.4 Delete a Layout

146

4.7.5 Overview of the SAP List Viewer Functions

147

4.8 Summary

149

5 Personalizing and Optimizing SAP GUI

151

5.1 Optimize the Favorites Menu

152

5.1.1 Create Folder

152

5.1.2 Move Favorites and Folders

153

5.1.3 Rename Favorites and Folders

153

5.1.4 Create Web Addresses and Files as Favorites

154

5.1.5 Delete Favorites and Folders

156

5.1.6 Functions of the Favorites List

156

5.2 Save Typing with Default Values (User Parameters)

157

5.2.1 Define Default Values

158

5.2.2 Test Default Values

159

5.2.3 Find Parameter IDs with the Technical Info

160

5.3 Personal Value Lists

163

5.3.1 Compile a List of Values

163

5.3.2 Display the Personal Value List

166

5.4 Summary

168

6 First Steps with SAP Fiori

171

6.1 Log On and Off with SAP Fiori

171

6.1.1 Log On from SAP GUI

171

6.1.2 Log On from Microsoft Windows

172

6.1.3 Change Your Password

173

6.1.4 Log Off

174

6.2 Customize the Appearance

175

6.2.1 Select Themes

175

6.2.2 Display Settings

177

6.3 Your New Home: The SAP Fiori Launchpad

178

6.3.1 SAP Fiori Launchpad Start Page

178

6.3.2 Tiles

179

6.3.3 Tile Groups and Group Selection Bar

180

6.3.4 Links

181

6.3.5 Shell Bar

182

6.3.6 User Menu

182

6.3.7 Footer Toolbar

183

6.4 Find and Run SAP Fiori Apps

184

6.5 Add and Remove SAP Fiori Apps

188

6.5.1 Add an SAP Fiori App from the App Finder

188

6.5.2 Move Tiles

190

6.5.3 Remove Tiles with the App Finder

190

6.6 Summary

192

7 SrDisplaying and Maintaining Data with SAP Fiori Apps

193

7.1 Legacy Apps and Real SAP Fiori Apps

193

7.1.1 Navigate in a Legacy App

194

7.1.2 Use the About Command to Check the Type of App

196

7.2 Launch and Navigate an SAP Fiori App Faster

197

7.2.1 Recently Used SAP Fiori Apps

197

7.2.2 Frequently Used SAP Fiori Apps

198

7.3 Navigate in a Transactional SAP Fiori App

199

7.3.1 The Stations of Your Journey

199

7.3.2 Navigate in the Form

203

7.3.3 Tab Bar and Tabs

204

7.4 Make a Change

206

7.5 Create Data

209

7.6 Find Field Values with Value Help

210

7.7 Find Master Data and Documents

213

7.7.1 Use the Automatic List

213

7.7.2 Determine the Optimal Search Template

214

7.8 Enterprise Search for Global Search

217

7.8.1 Search without Object Type

217

7.8.2 Search with Object Type

219

7.9 Help for Self-Help

221

7.9.1 Help for a Field

221

7.9.2 Help with an SAP Fiori App

222

7.10 Work Optimally with the Browser

223

7.10.1 Open a New SAP Fiori Tab

224

7.10.2 Convert a Tab into a Window

224

7.11 Summary

225

8 Reporting with SAP Fiori Apps

227

8.1 Find and Launch SAP Fiori Apps with Tables

227

8.2 Filter Tables in Header

230

8.2.1 Filter with Multiple Elements and Fields

230

8.2.2 Filter with Additional Fields

233

8.3 Print Tables or Save Them as PDF Files

236

8.4 Download Tables

237

8.5 Visualize Data with Analytical SAP Fiori Apps

239

8.5.1 Charts and Measures in Tiles

240

8.5.2 Launch an Analytical App

241

8.5.3 Switch between Views

242

8.5.4 Change Settings for the Chart

243

8.5.5 Functions in the Chart View

246

8.5.6 Mini Charts

247

8.6 Summary

248

9 Customizing SAP Fiori Reports

249

9.1 Views for Filters

249

9.1.1 Save Filter as View

250

9.1.2 Call Up a View

252

9.1.3 Change Filter for a View

253

9.1.4 Change the Name of a View

254

9.1.5 Show/Hide View

255

9.1.6 Delete View

256

9.1.7 Functions Overview

257

9.2 Customize Tables in Transactional Apps

257

9.2.1 Move Columns

259

9.2.2 Show and Hide Columns

260

9.2.3 Sort

262

9.2.4 Group

264

9.2.5 Save and Manage Table Settings

265

9.3 Customize Tables in Analytical SAP Fiori Apps

266

9.3.1 Move Columns

267

9.3.2 Adjust Column Width

268

9.3.3 Sort Columns

268

9.3.4 Group

268

9.4 Create Your Own SAP Fiori Apps

270

9.5 Summary

272

10 Personalizing and Optimizing SAP Fiori

273

10.1 Optimize the Homepage with Tile Groups

273

10.1.1 Create a Group

273

10.1.2 Rename a Group

276

10.1.3 Move a Group

277

10.1.4 Delete a Group

277

10.1.5 Reset a Group

278

10.2 Edit Tiles

279

10.2.1 Add a Tile in Edit Mode

279

10.2.2 Convert Tiles to Links

282

10.2.3 Rename Tiles and Links

282

10.2.4 Move Tiles and Links

285

10.2.5 Delete Tiles and Links

286

10.3 Set Default Values for Real SAP Fiori Apps

287

10.3.1 Define Default Values

287

10.3.2 Use Default Values

289

10.4 Settings for Legacy Apps

289

10.5 Summary

291

11 Materials Management: Coordinating Procurement

295

11.1 Purchase-to-Pay Process

296

11.2 Organizational Units for Procurement

297

11.2.1 Plant

297

11.2.2 Purchasing Organization

298

11.2.3 Storage Location

298

11.3 Presets and Training Data

298

11.3.1 Set Default Values for Real SAP Fiori Apps

299

11.3.2 Training Data

300

11.3.3 When Things Get Stuck

300

11.4 Supplier as a Business Partner

301

11.4.1 Structure of a Business Partner Master Record

301

11.4.2 Three Ways to Business Partner Master Data

302

11.4.3 Display and Change Supplier Master Data

302

11.5 Display Purchasing Data in the Material Master

308

11.5.1 Three Ways to Material Data

309

11.5.2 Display Material Data with Enterprise Search

309

11.5.3 Structure of the Material Master

310

11.5.4 Display Material Data with a Legacy App

310

11.5.5 Call Up Material Data with the Manage Product Master Data App

314

11.6 Display the Material Stock

315

11.7 Create an Order

318

11.8 Display the Order and Output It as a PDF

322

11.9 Enter a Goods Receipt

324

11.10 Enter a Supplier Invoice

328

11.11 Display a Supplier Invoice

332

11.12 Summary

335

12 Sales and Distribution: From the Order to the Invoice

337

12.1 The Order-to-Cash Process

337

12.2 Organizational Units

339

12.2.1 Distribution Channel

339

12.2.2 Division

340

12.2.3 Sales Area

340

12.3 Preferences

340

12.3.1 Show the Command Field

340

12.3.2 Set Default Values for Legacy Apps

342

12.4 Customer as a Business Partner

343

12.4.1 Show Customer Data in the Object Page

343

12.4.2 View and Modify Customer Data with a Legacy App

345

12.4.3 View and Modify Customer Data via the List

349

12.5 Display Sales Data in the Material Master

349

12.6 Create a Sales Order

352

12.7 Show Order List and Order Confirmation

355

12.8 Create an Outbound Delivery

360

12.9 Confirm Picking and Post Goods Issue

362

12.10 Create the Outgoing Invoice

365

12.11 Display the Invoice and Output It as a PDF

368

12.12 Summary

371

13 Financial Accounting: Posting and Evaluating Business Transactions

373

13.1 Organizational Units

373

13.1.1 Company Code

374

13.1.2 Controlling Area

374

13.1.3 Operating Concern

374

13.1.4 Profit Center

375

13.2 Components of the Financial System

375

13.3 Default Settings for Financial Accounting and Controlling

376

13.4 General Ledger

378

13.4.1 Show Balance Sheet and Profit and Loss

378

13.4.2 Reconciliation Accounts

380

13.4.3 Display General Ledger Accounts in Chart of Accounts

382

13.5 Business Partner in Finance

384

13.6 Accounts Receivable

387

13.6.1 Display an Item List

388

13.6.2 Documents and Journal Entry Types

390

13.6.3 Post an Accounts Receivable Invoice

391

13.6.4 Process Receivables

395

13.6.5 Enter an Incoming Payment

396

13.7 Accounts Payable

401

13.7.1 Post an Incoming Invoice

402

13.7.2 Account Assignment Objects

404

13.7.3 Journal Entry Types and Document Numbers

405

13.8 Summary

406