BEGINNERS_ SAP

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BBSR, PH. NO. - 0674 6450623
User Documentation

SAP Systems Application and Products in data processing. SAP is both the
product name and the name of the company (SAP AG).
SAP GUI Graphic User Interface. The SAP GUI is the software on our
(pronounced computer or local server that allows you to connect to one or more of
gooey)
the SAP R/3 environments.

This is an example of your SAP GUI icon. IT Staff will install the GUI
before you go “live”. You should indicate on your SAP Authorization
form whether or not you have the software installed.
Client Business Unit that you will be using in SAP. For training you will use
800. For Production or the “REAL THING” 300 or in between 100 to 500
User Your user name will not be provided until you have been trained on the
modules that you will be using to perform your job duties. You will
either receive your user name in training or by e-mail.
Password See page 14 for password requirements.
Maximize Be sure to maximize your screen or you may not be able to view
Your screen messages from SAP. (Information, Warning, Error)
Information SAP will provide information messages on the Status Line at the bottom
Messages of your screen.
Warning SAP will provide warning messages on the Status Line at the bottom of
Messages your screen. Warning message can be bypassed by pressing Enter.
Error SAP will provide error messages on the Status Line at the bottom of
Messages your screen. An error message cannot be bypassed. You must correct
the error or exit the task.
SAP sessions A session is an open SAP window. You may open multiple sessions
and work on a system task in each session. It is always a good idea to
have two sessions open.
Menu Paths One way to navigate in SAP is to use Menu Paths to get to a system
task.
Transactions A transaction code is used in the command field as a shortcut alternative
Codes to clicking your way through multiple menu levels.

Authorizations Please see page 13.

Problems

1
 Navigating in SAP
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User Documentation

Title Bar SAP R/3 System - The Title Bar displays the name of the current
application, function or system task.

Menu Bar Menu Edit Favorites Extras System Help - The Menu Bar contains
menus for the functional and administrative areas of the system.

Toolbar The Toolbar contains buttons with icons that provide quick access to
commonly used SAP functions. The Toolbar also contains the
Command field where you can enter fast path commands that take you
directly to a system task without using menus. Note: When the
Toolbar button is gray, it is not available for use on that particular
screen.

Function Bar The Function Bar contain buttons that duplicate functions available
from the menu bar, but provide a quicker access to some of the most
commonly used functions for the current screen and system task.

Main Body The Main Body typically has entry fields (boxes) in which you can
enter, change, or display information pertaining to your system task.

Status Bar The Status Bar, located at the bottom of the SAP Screen, displays
system messages and other session information.

SAP Standard The SAP Standard Menu Tree contains more menus for the functional
Menu Tree and administrative areas of the system.

2
 TOOLBAR

Icons Keyboard Description

Shortcuts
Enter button Enter Left-click on the Enter button when you want the system to
Key accept your field entry and move to the next function, or
screen, in a system task. Note: Enter does NOT save the
information you entered.
Command Field The Command field is used for fast path commands that take
you directly to a system task without using menus. To open
and close command field, click on the arrow to the right of the
field.
Save button Ctrl S Left-click on the Save button when you want to save data or
save changes to data in a system task.

F3 Left-click on the Back button when you want to move back to

Back button the previous screen or menu level.

Exit Session Shift F3 Left-click the Exit button when you want to exit the current
button menu level or system task without saving the data.

Cancel button F12 Left-click on the Cancel button when you want to cancel the
data you entered in the current system task.

Print button Ctrl P Left-click on the Print button to print the SAP document
displayed on the screen. (See page 9)

Find and Find Left-click on the Find button (binoculars) when you want the
Continue Search Ctrl F system to search for words and alphanumeric combinations in
button the open documents or display screen.
Continue Use the Continue Search button (the binoculars with the +
Search sign) to continue searching for a previously selected search
Ctrl C item.
Page button Ctrl Left-click on the double-arrow up button to move to the first
(first page) Page up page.

Page button Page up Left-click on the single-arrow up button to move to the

(previous page) previous page.

3
 Page button Page Left-click on the single-arrow down button to move to the
(next page) Down next page.

Page button Ctrl Left-click on the double-arrow down to move to the last
(last page) Page page.
Down

New Session Left-click on the New Session button to create a new session.

Shortcut Left-click on the Shortcut button to generate a shortcut on

your desktop.

Help button F1 The Yellow question mark is the Help button. It displays
generic SAP Online Help.

Customizing Alt + F12 You may change the way information, warning and errors
Option messages are displayed. You may also use this icon to print a
screen shot, - select Hardcopy.

Screen Icons
Icons Icons Icons Icons
Create Search help Sort in Ascending Approve
Order

Maintain Display Matchcode Sort in Descending Reject

list Order

Display Select All Execute Delete

Display <> Change Deselect All Refresh More Fields

Overview Choose Detail Set Filter End More Fields

4
 Campus Management Icons
Student File – Function Bar

Icons Keyboard Description

Shortcuts
Send Mail Ctrl + F2 Left-click on the Send Mail Icon to send E-mail to a
student.

Timetable Ctrl + F3 Left-click on the Timetable Icon to view a student’s

schedule in calendar format. (Must have access to view)

Message Log Ctrl + F4 Left-click on the Message Log to view the user that
processed an override during booking.

Account Balance Shift + Left-click on the Account Balance Icon to view a

F11 student’s balance. (Must have access to view)

Payment at Cash Shift + F7 Left-click on the Payment at Cash Desk Icon to receive a
Desk payment (Bursar’s Office Only).

Fee Calculation Shift + F6 Left-click on Fee Calculation Icon to calculate Fees (Must
have access)

Program Content F8 Left-click on Program Content Icon to book a student

into a class (Register a student into a course).

Note Overview Ctrl + Left-click on the Note Overview Icon to view notes (Must
F12 have access).

Academic Work Ctrl + Left-click on the Academic Work Overview to view a

Overview F11 student’s academic work history (Must have access).

5
 BEGINNERS_SAP
SAP Screen Shots
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User Documentation

Logging on - Before you log on the R/3 System, you need to know

Client
User
Password

QAS - Training – Use Client

250

PROD - Production - The Real

Thing – Use Client 300

After you logon, you should ALWAYS do two things.

1. Maximize your screen.

2. Create a new session.

Maximize your screen by double clicking on the top Menu Bar Line (Blue Bar) or
you may use the maximize button on the Menu Bar Line.

6
 Menu Bar Maximize Button

Create a new session by using the Create a New Session button or by using
the Menu Path (System > Create Session)

Create a new session button

Create a new
session button

Menu Path – System > Create Session

>System
> Create session

To get the Command Field Block to appear, left click on the right arrow. To close the Command
Field Block, left click on the left arrow.

Arrow

The Command Field Block is used for fast path commands that take you directly to a system task
without using the menus.

7
 Menu Bar
Tool Bar

Title Bar

Function Bar

SAP Standard
Menu Tree

To open and close status

bar line, click on arrow.

Status Bar

Session Client
Number

First
TOOL BAR
Page Last Help
Arrow to open Page
Back Cancel
Command Field
Search Shortcut

Print Customizing
Options

Enter SAVE Exit Previous Next New

Session Page Page Session

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 SAP Printing
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User Documentation

Note: Printer icon must be “in color” before SAP will allow you to use the printer
icon to print. Icons that are gray are not valid selections.

Left click on
Printer icon

Output Device: To print to your local printer type LOCL in Output device.

LOCL

Information Message: You should get a pop-up box “Format set to..”, click on
green check

Press Enter or left-click on

the Enter icon (green check)

9
Continue: Left-click on the continue button

Continue button icon

Spool Request message: You should receive a message at the bottom of your page
“Spool request…..”

Network Printers: You may also print to a network printer. To view the network
printers that are set up in SAP, use drop-down box.
Use drop-down box - Output device
should be blank. 1

Press enter or left-click

on enter icon. 2

Network Printer: Select appropriate printer by double clicking on appropriate line.

10
Default Printer: To set your default printer – System > User profile > Own data
(left-click on Own data)

Defaults: Left click on the Defaults tab. To have your printer default to your local
windows printer, type in LOCL in the OutputDevice box. Left click on Output
immediately, if it is not already selected.

SAVE 2

Use drop-down box to find

appropriate printer. 1

SAVE – Left click on the save icon (diskette).

Printing when printing is not available: SAP will allow you to do a print screen
by using the “Customizing” icon and selecting Hardcopy. This will print what is
currently displaying on your screen.

11
Printing when “Customizing” icon is not available: Sometimes you wish to print
something and SAP will not allow, you can always use the “Print Screen” key on
your keyboard and paste into Word.

Internal Error: If you receive this message, the report is too large and you will
have to go to transaction ‘zshow_spool’. This will probably on reports that were
executed in the background, please see “Running Jobs (Execute) in the
background”handout for additional information.

ZSHOW_SPOOL: Enter the Spool number and then execute.

12
 Authorization Problems
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NAGAR, BBSR, PH. NO. - 0674
6450623
User Documentation

If you receive a message from SAP that states that you do not have authorization and you believe you
should have authorization because of the training you have attended, please do the following.

1) Verify the transaction code to try to verify you are at the right location in the system.
2) Call System Administrator
3) If you are asked to send this information, please follow these steps.

In the Command Field Box type /OSU53, press enter or follow the menu path – Systems > Utilities
> Display Authorization Check. If the system will not allow you to get to the Command Field, you
can go to your second session and type in SU53. Send this information to basis@olemiss.edu.

Send to the basis team by going to System > List > Send.

Recipient: Enter System Administrator USER ID

Document contents: You may enter text, if you need to explain anything.
Send: Left-click on the Send Icon.

13
The basis team will receive the E-mail and try to correct any problems as quickly as possible.
Note: the “email job” that picks these up and sends them is only executed every five minutes.
Once they have tried to correct the problem, you will receive a “pop-up” in SAP asking you to log
off and log back on. If there is still a problem, you must do this process again. If you do not
continue with this process, we have no way of knowing if the problem is resolved. SAP may
require several of these authorization checks before the problem can be corrected.
Please remember you will not receive access unless you have

1) A signed SAP Authorization Form on file with SAP Training. The form must indicate that
you are to receive access and you must have been granted an SAP License.
2) A signed SAP User Agreement on File.
3) You have attended the needed training class or classes and access has been granted.
4) The access is needed to perform your job duties.

If you receive an ABAP Run Time Error – do not send an SU53. Call SAP Support at 5556.

Note: Sometime SAP does not give an authorization error when there is actually an authorization
problem. Therefore when you call SAP Support, you may be asked to process an SU53
(Authorization Check) when you are experiencing problems and have not received an
authorization error message.

14
 Password Security in the R3 System
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User Documentation

Logging On

To access the R/3 System, a user must enter both a valid user ID and
password. The user ID and password.
If a user has not entered a valid user ID, the system allows the logon attempt to
continue until the user enters a valid user ID. But remember if user put wrong
user ID & password thrice then system will lock and nobody able to work. In
this circumstances please contact System Administrator.

Password Requirements

The minimum length is 3 characters

The first character may not be ! or ?.
The first 3 characters of the password may not be in the same sequence as
the User ID.
The first 3 characters may not be identical (Ex: AAA).
A space is not allowed within the first 3 characters.
A password may not be PASS or SAP*.
Any character which may be typed on the keyboard is allowed in a password
A user can change his or her password no more than once a day.
A password may not be changed to any of the user’s last five passwords.
If a user enters an invalid password, the system allows 2 re-tries before
terminating the logon attempt. Should the user continue to enter an incorrect
password in subsequent logon attempts, the system automatically locks the user
against further logon attempts. The default maximum number of consecutive
incorrect password entries is set to 12.

15
 INTRODUCTION

Introduction to SAP

The name SAP, being a German company is an acronym for “System, Anwendungen, and
Produkte in Der Datenverarbeitung”. This is translated into English as “Systems, Applications, and
Products in Data Processing”. The SAP system consists of complex integration of different
modules or applications, each representing part of the basic business process. SAP runs on a 4th
generation programming language called Advanced Business Application Programming (ABAP).
SAP is an Enterprise Resource Planning product capable of integrating multiple business
applications with each applicant is representing a specific business area. SAP processes a product
that is capable of great depth in specific application area.

The SAP Graphical user Interface

SAP has also developed a user interface called the SAP graphical user interface (SAPGUI), which
runs on Windows 3.1/95/98/NT, Motif, OS/2 presentation manager, and Macintosh. All SAPGUIs
look identical, regardless of the operating system on which they are running. This interface varies
according to the version of SAP or SAPGUI you are running; however, the difference in
appearance is minimal. The appearance of the screens and means is configurable.

The Application Integration

SAP is an “Enterprise Resource Planning” (ERP) software product capable of integrating multiple
business applications, with each application representing a specific business area. These
applications update and process transactions in real time, thus allowing seemingly effortless
integration and communication between areas of a business.

Customizing Tools

The cornerstone of SAP is its ability to be configured to meet the needs of your business. This is
done by customizing or adapting the system to your business requirements, which is the process
of mapping SAP to your business process. Since SAP version 3, the “Reference Implementation
Guide” (IMG) for R/3 customizing has been available. Until this version, customizing had to be
done in the menu paths of the system with considerably more hassle. This IMG screen is the
backbone for SAP and the entries placed in it determine how the system functions. We will be
using this screen extensively for the purpose of configuring the SD module.

R/3 Applications overview

R/3 applications are categorized into 3 core functional areas: Logistics, Financial, and Human
Resources of these three functional areas, there is a further subdivision into applications or
modules. In addition to these applications, SAP creates “Industry – Specific Solutions (ISs), which
are, as the name defines, created tailor – made for a specific industry. A few examples of these
would be:

IS – OIL = The SAP industry solution for oil companies.

IS – T = The SAP industry solution for Telecommunications.
IS – B = The SAP industry solution for Banks.
IS – Retail = The SAP industry solution for Retail.
IS – U = The SAP industry solution for Utility.

In addition to these industry solutions of which there are currently 19, standard cross – application
components are available, such as the SAP business workflow. The following is a brief description
and overview of a few of the major functional areas in SAP.
Financial Applications: This functional area contains the necessary information on profitability
analysis, general ledger accounts, and information on reporting using the “Executive Information
system (EIS). This area contains the following modules:

FI = Financial Accounting
CO = Controlling
EC = Enterprise Controlling
IM = Investment Management
TR = Treasury

Human Resources: This functional area includes support on salary and payroll administration as
well as areas such as work schedule models. This core functional area is very country – specific,
due to country – related taxes, employee benefits, and employment laws. This are contains the
following modules:

PA = Personnel Administration
PD = Personnel Development

Logistics Applications: Logistics is the largest of the three functional areas. It includes, among
others, the following modules:
SD = Sales and Distribution
MM = Materials Management
WM = Warehouse Management
PP = Production Planning
LO = General Logistics
QM = Quality Management

The Sales and Distribution module (SD)

SD module integrates with every other R/3 application including FI, CO, MM, PP, and so on. The
SD module is made up of multiple components. Here is a brief list of these:

SD –MD = Master Data

SD – BF = Basic Functions subdivided into multiple components, such as pricing, output, and so
on.
SD – SLS = Sales
SD – SHP = Shipping
SD – TBA = Transportation
SD – FTT = Foreign Trade
SD – BIL = Billing
SD – CAS = Sales support
SD – EDI = Electronic Data Interchange
SD – IS = Information System

NOTE: Transaction codes call up screens, there must be a link from the screen you are trying to
access to the relevant screen you wish to call up; thus, you will not be able to use the transaction
codes whilst in the IMG. As a general rule, you can access every screen from the logistics screen.
The Structure of SAP SD Master Data

Master data forms the basis of the SD processing. Master data is the responsibility of all modules,
as each module has an element of it. However, many other modules other than SD, such as PP,
FI, AND CO, will access the SD master data. The structure of this master data represents how the
system is to perform in the future. It is the highest level of data and thus it has the largest effect on
the standard business process. Master data in SD is divided into three main areas:
Organizational Data: This is the structure of the company, whereby each area of the business is
represented by a hierarchical element. For example, a sales area is constructed of a sales
organization, a distribution channel, and a division. The Finance module uses the highest form of
master data, which is the “company code”. The SD module integrates with this company code via
the sales organization. Thus, due to the link between the sales organization and the company code
in Finance, SAP knows which company code to post a sales transaction to. This is based on the
sales organization in the sales order.

Customer and Material Master Data: As goods and services are sold by the company, for which
the organizational data has been maintained, we need to represent this material and service data
in our system as well as maintain and represent all our different sold-to-parties and partners.

Document Master Data: Business transactions are stored in the form of documents. These SD
documents are structured in such a way that all the necessary information is stored in a systematic
way.

Global Settings: This area defines the country keys and currencies. This data is application
independent; however, these settings are a prerequisite for handling all business transactions.

Organizational Data: You must set the organizational data in SAP before you can process SD
transactions. For example, without a sales organization, it is not possible to create a sales order in
SAP. This data reflects the structure of your business. Every transaction occurs within this
structure. The organizational data is like the steel girders in a building, so setting them up correctly
is essential to a sound structure.

Relationships:

Company-to-Company code: One Company can have many company codes. But one company
code has to be assigned to one company. So the relation is one to many.

Company code to Sales Organization: One company code can have many sales organizations.
But one sales organization has to be assigned to one company code. So the relation is one to
many.

Sales Organization to Distribution Channel: One sales organization can have many distribution
channels. One distribution channel can be assigned to many sales organizations. So the relation is
many to many.

Sales Organization to Division: One sales organization can have many divisions. One division
can be assigned to many sales organizations. So the relation is many to many.

Distribution Channel to Division: One distribution channel can have many divisions. One
division can be assigned to many distribution channels. So the relation is many to many.

NOTE: Division is always sales organization specific. If sales organization wants to use a plant that
plant must be assigned to sales organization.

Organizational Structure
Hierarchy: Deciding the hierarchy structure of an organization may take days, weeks or months to
decide. This is done in consultation with a consultant with knowledge of SAP. The client is the
ultimate owner of the hierarchy and the consultant helps in deciding upon the organizational
structure.
Definitions:

Client: A self-contained unit with its own set of tables and master records. Data of one client may
not be accessed by another.

Company: Company is nothing but it is a client to whom we are going to implement SAP. It
represents a corporate group. It is the highest organizational unit in the enterprise structure.

Credit Control area: This is an organizational unit that is responsible for granting and monitoring
credit. Several company codes can use the same credit control area.

Company Code: Company code is nothing but it is an independent organization unit that
represents subsidiary of company. It has his own set of database tables from which we can drawn
out reports Ex: Balance sheets Profit and Loss accounts that are required by law and those reports
can be consolidated at company code level. One company can have many company codes. It
means one company code should be assigned to only one company. So the relationship between
company and company code is one to many. It means company code should be assigned to
company.

Chart of accounts: Repository of GL accounts. A chart of account provides the framework for
recording values and maintaining orderly accounting data. Several company codes can use the
same chart of accounts.

Controlling area: This is the primary organizational structure in the controlling module. This is the
self-contained cost accounting system and internal reporting structure. This may have single or
multiple company codes using multiple currencies. These company codes must use the same
chart of accounts.

Plant: Plant is an independent organizational element where we manufacture or kept goods

andservices. Company code can have number of plants. It means plant should be assign to
company code. One plant can be assign to several company codes through sales organization and
distribution channel. Plant is an independent organizational element where we produce goods and
service. One sales organization can do business from number of plants. The plant that defined
under one company code can provide the goods and services to another sales organization that
has been defined under another company code (inter company sales).

.Division A division is a product group that can be defined for a wide-ranging spectrum of
products. It is a group or range of products. One sales organization can have many divisions and
one division can be assign to many sales organizations. So, the relationship between sales
organization and division is many to many. It means division should be assign to sales
organization. and is also required for business area account assignment for logistics transactions
in Financial Accounting. The area for the material is determined via the plant and the division
defined in the material master record.

Sales Organization Organizational unit within Logistics, which structures the company according
to its sales requirements. A sales organization is responsible for selling materials and services

Distribution Channels Channel through which saleable materials or services reach customers.
Typical distribution channels include wholesale, retail and direct sales. You can assign a
distribution channel to one or more sales organizations.

Sales Office Organizational unit that reflects the geographical aspects of a sales organization. A
sales office establishes contact between the firm and the regional market. The definition of sales
offices is optional. You can use the SD System without creating sales offices. In order to bring the
functional scope of a sales office into line with your organization
Sales Group The staff of a sales office may be subdivided into sales groups. For example sales
group can be defined for individual divisions. The group of employees under one sales office is
called as sales group. Sales office can have number of sales groups that means sales groups
should be assign to sales office.

Sales Area: Sales area is not a physical entity it is only represents the combination of physical
organizational units or entities that are sales organization, distribution channel, and division. This
sales area can be used to refer certain sales transaction.

Storage Location : Storage location is nothing but subdivision of plant. A storage location is, as
the name says, storage is for the stock in a plant. Plant can have number of storage location. That
means storage location should be assign to plant. A storage location is the place where stock is
physically kept within a plant.
Shipping Point: Shipping point is an independent organizational unit and it is the place for
departure or receiving point for product (movement). The deliveries (inbound/outbound) should/can
takes place from single shipping point. They are the top level of the organization in shipping. A
shipping point is assigned one or more plants and can be subdivided into several loading points. It
means shipping point should be assign to plant.

Purchasing Organization: This is the primary organizational unit in logistics, which is further
subdivided according to the requirements of the organization. Kind of procurement determines the
assignments of company codes and plants.

Purchasing group: A group of buyer responsible for purchasing activities

Basic Transaction codes

Transaction codes are the short path to s specific screen in SAP. They are found by selecting
System: Status. The SPRO transaction code is the shortcut for the business IMG. The standard
menu path is always described from the logistic screen (unless specifically stated from the IMG).
Thus the menu path to get to the IMG from the Logistics screen is as follows:

Path:
. Tools
. Customizing
. IMG
. SPRO Edit Project
. SAP Reference IMG
THINGS TO DO

• On the SAP Easy Access menu type SPRO to go to IMG (implementation Guide)
 • Click on SAP Reference IMG.

• Click on Enterprise Structure.

• Click on Definition

Company: Company is nothing but it is a client to whom we are going to implement SAP. It represents
a corporate group. It is the highest organizational unit in the enterprise structure.
Path:
IMG
Enterprise Structure
Definition
Financial Accounting
Define Company
Click on New Entries on the application toolbar
Define your company by filling the data in the required fields
Save and Edit
Credit Control Area: This is an organizational unit that is responsible for granting and monitoring
credit. Several company codes can use the same credit control area.
Path:
IMG
Enterprise Structure
Definition
Financial Accounting
Define Credit Control Area
Click on New Entries on the application toolbar
Define your Credit Control Area by filling the data in the required fields
Save and Edit

Company Code:
Path:
IMG
Enterprise Structure
Definition
Financial Accounting
Define, Copy, Delete, Check company code
• Double click on the mark as shown above.

• Press F6 to copy the SAP standard company to your new company, if required change
currency during the process, because default currency in company 1000 is EUR.

•
•
•
•
•
•

• Then click on edit company code data as shown after step 5 and fill up the relevant details.
 • Then Double click on your company code to edit properties from German to yours and then click on
GOTO menu on menu bar and chose Address (Shift+F5) and make necessary changes.

Business Area

Path:
IMG
Enterprise Structure
Definition
Financial Accounting
Define Business Area

Click on New Entries

Controlling

Path:
IMG
Enterprise Structure
Definition
Controlling
Maintain Controlling Area

Click on New Entries

 • Then click on logistics general and then define, copy, delete, check plant
Define Plant

Path:
IMG
Enterprise Structure
Definition
Logistic General
define, copy, delete, check plant
 Then double click on define plant

Define Location

Path:
IMG
Enterprise Structure
Definition
Logistic General
define location

Click on New Entries

Define Division

• Then click on the marked tab below and only define the division,

Click on New Entries

Sales organization
Then define the sales organization; distribution channel, sales office and sales group as done in division.

IMG
Enterprise Structure
Definition
Sales and Distribution
Define, Copy, Delete, Check sales organization
Define Sales Organization
Click on New Entries on the application toolbar
Define your Sales Organization by filling the data in the required fields
Save and Exit
Distribution Channel
Click on New Entries

Maintain Sales Office

Click on New Entries
 Maintain Sales Group
Click on New Entries

Storage Location: Storage location is nothing but subdivision of plant. A storage location is, as the
name says, storage is for the stock in a plant. Plant can have number of storage location. That means
storage location should be assign to plant.
Path:
IMG
Enterprise Structure
Definition
Material Management
Maintain storage location
Specify the plant to which we are going to define this storage location in the work area [Ex: 100]
[This is internal assignment of storage location to plant]
Click on continue button or press ENTER
Click on New Entries on the application toolbar
Define your storage location by filling the data in the required fields
Save and Exit
Purchase Organization
Path:
IMG
Enterprise Structure
Definition
Material Management
Maintain Purchase Organization
Click on New Entries on the application toolbar
Define your Purchase Organization by filling the data in the required fields
Save and Exit

Shipping Point: Shipping point is an independent organizational unit and it is the place for departure or
receiving point for product (movement). The deliveries (inbound/outbound) should/can takes place from single
shipping point. They are the top level of the organization in shipping. A shipping point is assigned one or more plants
and can be subdivided into several loading points. It means shipping point should be assign to plant.
Path:
IMG
Enterprise Structure
Definition
Logistics Execution
Define, Copy, Delete, Check shipping point
Define shipping point
Click on New Entries on the application toolbar
Define your shipping point by filling the data in the required fields
Save and Exit
Select our shipping point and click on details icon on the application tool bar
Loading Point
Path:
IMG
Enterprise Structure
Definition
Logistic Execution
Maintain Loading Point
Specify the Shipping Point to which we are going to define this Loading Point in the work area [Ex: 100]
[This is internal assignment of Loading Point to Shipping Point]
Click on continue button or press ENTER
Click on New Entries on the application toolbar
Define your Loading point by filling the data in the required fields
Save and Exit
Plant Maintenance
A Maintenance plant in which the technical objects of a company are installed.
A Planning plant is a plant in which the maintenance tasks are planned and prepared.

SPRO---Enterprise Structure--Definition--Plant Maintenance--Maintain maintenance planning plant;

Maintenance Plant & Planning plant are different, so here you put your planning
plant means the plant having material

HUMAN RESOURCE MANAGEMENT

PERSONNEL AREAS – CREATE PERSONNEL AREA

In this section, you create the personnel areas which represent specific areas of the enterprise and are
organized according to aspects of personnel, time management and payroll.

Follow the Menu Path: IMG
Enterprise Structure
Definition

Human Resources Management
Personnel Areas
Personnel
Areas Click & Double Click on Create Personnel areas
 Maintain the following fields Field Description
Personnel Area Enter 4 digits Personnel Area
Personnel Area text Enter Personnel Area text
Save it.

Select personnel area and click on Details Button

The following screen will appear when the Address button (from the
Menu Bar) is selected:

Put your proper country and region & Save it

CREATE PERSONNEL SUB AREAS

Follow the Menu Path: IMG
Entreprise Structure
Définition

Human Resources Management
Personnel Subareas
Create
personnel subareas
Click

Double Click on Create Personnel Sub areas

Enter Personnel area (4 digit) “4600”

Click
Click

Click

Assignment of Enterprise Structure

In the assignment of organizational data, you create the linking that integrates the different modules in the
system. After you have defined your data and the other modules have defined theirs, such as FI for company codes
and MM for plants, it is time to assign the SD organizational data.
Company to company code:
Path:
IMG
Enterprise structure
Assignment
Financial accountancy
Assign company code to company
Click on position button
Choose our company code from position button
Specify our company code in company field and press ENTER
Save and Exit
Company code to credit control area:
Path:
IMG
Enterprise structure
Assignment
Financial accountancy
Assign company code to credit control area
Click on position button
Choose our company code from position button
Specify our credit control area and press ENTER
Save and Exit
Company code to controlling area:
Path:
IMG
Enterprise structure
Assignment
Controlling
Assign company code to controlling area
Click on position button
Choose our controlling area from position button
Select our controlling area and double click on Assignment of Co. Code on left side area
Then Click on New Entries and Specify our company code and press ENTER
Save and Exit
Plant to company code: Transaction code: OX18
Path:
IMG
Enterprise structure
Assignment
Logistics – General
Assign plant to company code
Click on find button on the application tool bar
Choose our company code from the find button
Select it by double clicking on it
Click on assign button on the application tool bar
Choose our plant from the list and press ENTER
Save and Exit
Business Area to Plant/Valuation area and division
Path:
IMG
Enterprise structure
Assignment
Logistics – General
Assign Business Area to Plant/Valuation area and division
Click on Palnt – Division bar
Click on New Entries
Specify our Plant, division and Business Area and press ENTER
Save and Exit
Do it again for Valuation Area
IMG
Enterprise structure
Assignment
Logistics – General
Assign Business Area to Plant/Valuation area and division
Click on Valuation Area – Division bar
Click on New Entries
Specify our Plant, division and Business Area and press ENTER
Save and Exit
Sales organization to company code: Transaction code: OVX3
Path:
IMG
Enterprise structure
Assignment
Sales and distribution
Assign sales organization to company code
Click on find button on the application tool bar
Choose our company code form find button
Select it by double clicking on it
Click on assign button on the application tool bar
Choose our sales organization from the list and press ENTER
Save and Exit
Distribution channel to sales organization: Transaction code: OVXK
Path:
IMG
Enterprise structure
Assignment
Sales and distribution
Assign distribution channel to sales organization
Click on find button on the application tool bar
Choose our sales organization from find button
Select it by double clicking on it
Click on assign button on the application tool bar
Choose our distribution channels from the list and press ENTER
Save and Exit
Division to Sales organization: Transaction code: OVXA
Path:
IMG
Enterprise structure
Assignment
Sales and distribution
Assign division to sales organization
Click on find button on the application tool bar
Choose our sales organization from find button
Select it by double clicking on it
Click on assign button on the application tool bar
Choose our divisions from the list and press ENTER
Save and Exit
NOTE: How many distribution channels can be assigning to one “sales area”?
ANS: Only one
Setup sales area: Transaction code: OVXG
Path:
IMG
Enterprise structure
Assignment
Sales and distribution
Setup sales area
Click on find button on the application tool bar
 Choose our sales organization form find button
Select it by double clicking on it
Click on assign button on the application tool bar
Choose our distribution channels form the list and press ENTER
Select distribution channel
Click on assign button again
Select our divisions from the list and press ENTER
Repeat the same process for all distribution channels to setup all sales areas
Save and Exit
Sales office to sales area: Transaction code: OVXM
Path:
IMG
Enterprise structure
Assignment
Sales and distribution
Assign sales office to sales area
Click on find button on the application tool bar
Choose our sales area [sales organization] from find button
Select it by double clicking on it
Click on assign button on the application tool bar
Choose our sales office from the list and press ENTER
Repeat the same process for remaining sales areas
Save and Exit
Sales group to sales office: Transaction code: OVXJ
Path:
IMG
Enterprise structure
Assignment
Sales and distribution
Assign sales group to sales office
Click on find button on the application tool bar
Choose our sales office from the find button
Select it by double clicking on it
Click on assign button on the application tool bar
Choose our sales group from the list and press ENTER
Save and Exit
Sales organization – Distribution channel – Plant (sales line): Transaction code: OVX6
If the plant gets the material from another plant, that has been defined under another company code. That
plant should be assign here for inter company sales.
Path:
IMG
Enterprise structure
Assignment
Logistics Execution
Assign shipping point to plant
Click on find button on the application tool bar
Choose our shipping point from the find button
Click on assign button on the application tool bar
Choose our shipping point from the list and press ENTER
Save and Exit
Business Area Account Assignment
Path:
IMG
Enterprise structure
Assignment
Sales and distribution
Business Area Account Assignment
Define Rules by Sales Area
Click on find button on the application tool bar
 Choose our sales organization from the find button
Specify Rule –1 and press ENTER
Save and Exit

Purchase organization to company code:

Path:
IMG
Enterprise structure
Assignment
Material Management
Assign Purchase organization to company code
Click on find button on the application tool bar
Choose our company code form find button
Select it by double clicking on it
Click on assign button on the application tool bar
Choose our Purchase organization from the list and press ENTER
Save and Exit

Purchase organization to Plant:

Path:
IMG
Enterprise structure
Assignment
Material Management
Assign Purchase organization to company code
Click on find button on the application tool bar
Choose our Purchase Organization form find button
Select it by double clicking on it
Click on assign button on the application tool bar
Choose our Plant from the list and press ENTER
Save and Exit

Plant to Shipping Point:

Path:
IMG
Enterprise structure
Assignment
Logistic Execution
Assign Shipping Point to Plant
Click on find button on the application tool bar
Choose our Plant form find button
Select it by double clicking on it
Click on assign button on the application tool bar
Choose our Shipping Point from the list and press ENTER
Save and Exit
SPRO---Enterprise Structure--Assignment--Plant Maintenance--Assign maintenance planning plant to
maintenance plant;

SPRO---Enterprise Structure—Assignment- Human Resource Management

To see our company structure
Type “EC02” transaction code in the easy access menu
Click on structure icon on the application tool bar [shift + F1]
Click on the navigation icon on the application tool bar [control + F3]
Click on find button on the application tool bar [control + F]
Enter our company code and press ENTER
Here we can see our company structure