Advertisement
Written by Janelle Swanson and last updated on June 21, 2017. Posted in All Things
SAP.
11 7 18
This SAP easy access tutorial will give you an overview on how
to set up, access, and utilize the easy access shortcuts within
SAP. You will also learn about setting up connections and
executing transactions.
The SAP graphical user interface (GUI) is used for accessing SAPs applications using a logon
window, also referred to as a logon pad. Once you install SAP GUI on your device, the logon icon
is displayed on your desktop. From here, you can easily access the desired clients through
the logon window. The below image shows the logon window which contains a list of connections
that can be named and organized into folders and subfolders for easier management:
https://sap-certification.info/sap-easy-access/ 1/16
14/07/2017 SAP Easy Access - SAP Training and Certification
The following folders can also be seen in the default view on the left pane of the logon window:
Favorites: This folder allows you to bundle a group of systems that you currently use
frequently
Shortcuts: This folder allows you to start SAP transactions, run reports or execute system
commands directly after logging on to a specific system
Connections: This folder allows you to maintain connections that you use daily
Sub-folders can be created under these nodes as well for further categorization.
Advertisement
https://sap-certification.info/sap-easy-access/ 2/16
14/07/2017 SAP Easy Access - SAP Training and Certification
Select the client you want to connect to and logon to the SAP GUI by entering the username and
password provided by your BASIS administrator as instructed below:
Once you have correctly entered your credentials, you will see the SAP easy access home
screen as below:
https://sap-certification.info/sap-easy-access/ 3/16
14/07/2017 SAP Easy Access - SAP Training and Certification
You can see different buttons, menus and folder details, as well as functionality and descriptions
which we will discuss throughout this SAP easy access tutorial.
The main sections that most SAP screens are made up of are highlighted below:
Menu Bar: The contents of the menu bar change according to the transaction you are in. The
System and Help options remain as a standard.
SAP Standard Toolbar: The toolbar has standard icons which are discussed further in the
next section.
Screen Bar: This contains the screen title which corresponds to the transaction name.
Button Bar: This contains buttons specific to the transaction.
The SAP standard toolbar is used to navigate through the screens of a transaction. If an icon on
the toolbar is grey, then the icon cannot be used at that time.
Advertisement
https://sap-certification.info/sap-easy-access/ 4/16
14/07/2017 SAP Easy Access - SAP Training and Certification
Back: Allows you to return to the previous screen without saving the data
Exit: Allows you to leave the current transaction without saving the data
Advertisement
Cancel: Allows you to exit the current transaction without saving the data
Print: Allows you to print the information on the screen that is currently displayed
Create Session: Allows you to create a new session without leaving the current one
https://sap-certification.info/sap-easy-access/ 5/16
14/07/2017 SAP Easy Access - SAP Training and Certification
Advertisement
Create Shortcut: Allows you to create a desktop shortcut to any SAP report, transaction or
task
When you logon to SAP for the first time you may wish to set up your own data in the user profile
settings. This data will support you while performing transactions within the system. For example,
you can enter your personal information or set default parameters for pre-population of fields.
You can maintain your own personal contact information in the Address tab:
https://sap-certification.info/sap-easy-access/ 6/16
14/07/2017 SAP Easy Access - SAP Training and Certification
You can maintain your prefered user defaults, such as date and time format, in the Defaults tab:
You can maintain user-specific authorized parameters, such as default plant or company code, in
the Parameters tab:
https://sap-certification.info/sap-easy-access/ 7/16
14/07/2017 SAP Easy Access - SAP Training and Certification
The SAP easy access menu allows you to access desired transactions and reports if you are not
aware of the transaction code. You can reach your desired transaction or report by clicking on the
expand button to expand the options and subfolders. The below image shows the standard
SAP menu which will be displayed if no user-specific menu is set:
If the user has limited access to certain transactions, a user-specific menu can be created and
set as the default menu by your system administrator. The user-specific menu contains only
those transactions which the user can access so that they may easily find their desired set of
transactions without navigating through the full SAP easy access menu.
You can easily toggle between user-specific menu and the SAP easy access menu. Click the
user-specific menu button or press CTRL+F10. To toggle back, click the SAP easy access
This section will guide you on how to access your desired transaction or report using the SAP
easy access menu. For example, if you want to access transactions related to sales order, but
you dont know the transaction code, follow the logical folder path to locate the desired
transaction. See the below expanded folders to reveal the menu path for the Create transaction
for sales orders:
https://sap-certification.info/sap-easy-access/ 8/16
14/07/2017 SAP Easy Access - SAP Training and Certification
Following the same example, when reading online tutorials menu paths are described in the
following manner:
SAP Menu > Logistics > Sales & Distribution > Sales > Order > Create
Creating Favorites
You can create favorites to easily access commonly used transactions. If you dont know the
transaction code by heart, follow the below steps to create a favorite using the menu bar:
1. Find the location of the transaction in the SAP easy access menu or user-specific menu
2. Click on the transaction once to highlight it
3. Select from the menu bar: Favourites > Add
https://sap-certification.info/sap-easy-access/ 9/16
14/07/2017 SAP Easy Access - SAP Training and Certification
If you know the transaction code and you want to add it directly to your favorites, follow the below
steps:
Organizing Favorites
Once you add favorites to your SAP easy access menu, you may maintain them by renaming
them, deleting them or adding more. To rename a favorite, follow the below steps:
https://sap-certification.info/sap-easy-access/ 10/16
14/07/2017 SAP Easy Access - SAP Training and Certification
Renaming Favorite
You can also add or delete favorites using the following icons from the button bar of the SAP
easy access menu:
Click the desired transaction and press this icon to add it to your favorites
Click the desired transaction under favorites and press this icon to remove it
Mandatory Fields are required to be filled in. These fields may be free text or may have a range
of valid values. If nothing is entered in these fields, the transaction will not process further. These
fields are indicated by a checkbox and if left unpopulated, the system prompts with an error
message :
https://sap-certification.info/sap-easy-access/ 11/16
14/07/2017 SAP Easy Access - SAP Training and Certification
Optional Fields, as the name suggests, are not mandatory and the transaction or report can be
executed without populating them. They do not contain a checkbox:
Default Fields have values recommended by the system. The default value is automatically
populated but can be overridden by an alternative valid value:
Radio Buttons allow you to select one criteria from multiple options and may allow for further
data input:
Radio Buttons
Check Box allows you to select single or multiple options for a given criteria:
https://sap-certification.info/sap-easy-access/ 12/16
14/07/2017 SAP Easy Access - SAP Training and Certification
Check Box
Tabs can be seen when working in a transaction. They contain and categorize different sets of
information related to that transaction:
Tabs
Performance Assistant can be accessed from anywhere if you have a query within the system.
You can simply place the cursor on the particular field and press the F1 on your keyboard.
Detailed information will be provided for standard fields or custom information can be displayed
for custom fields.
Performance Assistant
Search Help allows you to view a list of valid entries linked to any field. You can either place your
cursor in the field and press F4 on your keyboard to see all possible entries or click the search
button within the desired field.
https://sap-certification.info/sap-easy-access/ 13/16
14/07/2017 SAP Easy Access - SAP Training and Certification
Search Help
Transaction Bifurcations
In general, when you access any transaction, it will consists of three sections:
Header This data for the document header is valid for the entire document.
Item Overview This gives you the basic information of the item.
Item Detail This gives you the detailed information of the item.
These sections can be expanded and collapsed using the following buttons:
Expand a Section
Collapse a Section
Navigation Tricks
A session is the term for each SAP window. Opening multiple sessions allows the user to work on
more than one transaction or report at a time, enabling the ability to multi-task. The user may
access all the tools and information within a transaction without having to cancel or exit other
sessions. As a standard, up to six sessions may be open by one user at a given time:
https://sap-certification.info/sap-easy-access/ 14/16
14/07/2017 SAP Easy Access - SAP Training and Certification
Multiple Sessions
To easily move between transactions in SAP you can use the command field
in the toolbar. You have the following options:
If you are in a transaction and wish to exit the current window and return to the main menu,
enter /n
If you are in a transaction and wish to switch to a new one while closing the current window,
you can use /n followed immediately by the transaction code (e.g. /nVA02)
If you wish to end the current transaction and close the session simultaneously, use /i
If you wish to open a new session in a new window without ending the current one, you can
use /o
If you wish to jump to a new transaction without closing the current one you can add the
transaction code after /o (e.g. /oVA01)
Logging Off
As with many types of software, there are multiple ways to exit SAP. You can use any of the
following:
https://sap-certification.info/sap-easy-access/ 15/16
14/07/2017 SAP Easy Access - SAP Training and Certification
Each time you log off, SAP prompts you to confirm your intention. Click Yes to log off or No to
return to what you were doing:
11 7 18
Related Posts
https://sap-certification.info/sap-easy-access/ 16/16