Using SAP S/4HANA
An Introduction for Business Users
1st Edition
Published on 1. January 2021
Book
Paperback/Softback
420 pages
978-1-4932-1956-8 (ISBN)
Description
Get to work in SAP S/4HANA with this introductory guide! Learn how to navigate your user interface, manage and report on your data, customize your reports, and tailor the system to your preferences. Then walk through daily tasks for several key lines of business: procurement, sales, and finance. With details on special functions and troubleshooting, this is the complete guide to your SAP S/4HANA workday!
In this book, you'll learn about:
a. User Operations
Get started in your new system! Learn how to log in, navigate, and display, maintain, and report on your company's data.
b. Customization Options
Use SAP S/4HANA according to your specifications and preferences! Adapt your reporting settings and personalize your user interface so that it works for you, whether you're using the new UI (SAP Fiori) or the classic look of SAP GUI.
c. Business Processes
See how to complete day-to-day tasks in key lines of business. Perform procurement activities in materials management, ordering and invoicing in sales, and business transactions in finance such as displaying open items or a balance sheet.
Highlights Include:
1) Logon and navigation
2) Reporting
3) Personalization
4) Procurement
5) Sales
6) Financial accounting
7) Special functions
8) Troubleshooting
9) SAP Fiori applications
10) SAP GUI transactions
More details
Persons
Wolfgang Fitznar is an SAP expert and holds a degree in business administration. Since 1992, he has been working on SAP software, first as a product manager for SAP qualifications and later as a project manager for SAP training projects. He is currently a freelance trainer and application consultant in national and international SAP training projects in the areas of logistics and accounting. He is certified both as an SAP solution consultant and as an SAP trainer. Wolfgang's training is characterized by professional competence and practical relevance. He systematically collects tips and tricks that help users with their daily work, and passes on his extensive know-how to advanced users and key users so that specialist departments can achieve faster and better results with SAP software. He is the author of a German-language user book, SAP for Users - Tips & Tricks.
Content
... Foreword ... 17
... 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
... SAP GUI and SAP Fiori User Interfaces ... 29
... Company Structure in the SAP System ... 32
... Master Data and Documents in the SAP System ... 35
... Summary ... 37
... Using SAP GUI ... 39
1 ... First Steps with SAP GUI ... 41
1.1 ... Log On and Off of SAP GUI ... 41
1.2 ... Select Display Themes and Colors ... 50
1.3 ... Explore the SAP GUI Screen Elements ... 53
1.4 ... Display Transaction Codes ... 60
1.5 ... Create a Favorites Menu ... 63
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
2.2 ... Navigate in a Transaction ... 73
2.3 ... Record Data ... 78
2.4 ... Use Value Help to Show Input Options ... 83
2.5 ... Use Search Help to Find Documents and Master Data ... 86
2.6 ... Use the Field Help ... 93
2.7 ... Work with Multiple Windows ... 96
2.8 ... Summary ... 99
3 ... Reporting with SAP GUI ... 101
3.1 ... Find and Call Reports ... 101
3.2 ... Find the Right Data by Selection ... 105
3.3 ... Working with Lists: Find and Filter Data ... 111
3.4 ... Print Lists or Save as PDF Files ... 115
3.5 ... Download Lists ... 116
3.6 ... Summary ... 121
4 ... Changing SAP GUI Reports ... 123
4.1 ... Save Default Values in a Report Variant ... 123
4.2 ... Call Up a Report Variant ... 127
4.3 ... Maintain Report Variants ... 129
4.4 ... Get Creative: Design the Layout ... 132
4.5 ... Save a Layout ... 138
4.6 ... Call a Layout ... 142
4.7 ... Maintain Layouts ... 143
4.8 ... Summary ... 149
5 ... Personalizing and Optimizing SAP GUI ... 151
5.1 ... Optimize the Favorites Menu ... 152
5.2 ... Save Typing with Default Values (User Parameters) ... 157
5.3 ... Personal Value Lists ... 163
5.4 ... Summary ... 168
... Using SAP Fiori ... 169
6 ... First Steps with SAP Fiori ... 171
6.1 ... Log On and Off with SAP Fiori ... 171
6.2 ... Customize the Appearance ... 175
6.3 ... Your New Home: The SAP Fiori Launchpad ... 178
6.4 ... Find and Run SAP Fiori Apps ... 184
6.5 ... Add and Remove SAP Fiori Apps ... 188
6.6 ... Summary ... 192
7 ... Displaying and Maintaining Data with SAP Fiori Apps ... 193
7.1 ... Legacy Apps and Real SAP Fiori Apps ... 193
7.2 ... Launch and Navigate an SAP Fiori App Faster ... 197
7.3 ... Navigate in a Transactional SAP Fiori App ... 199
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
7.8 ... Enterprise Search for Global Search ... 217
7.9 ... Help for Self-Help ... 221
7.10 ... Work Optimally with the Browser ... 223
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
8.3 ... Print Tables or Save Them as PDF Files ... 236
8.4 ... Download Tables ... 237
8.5 ... Visualize Data with Analytical SAP Fiori Apps ... 239
8.6 ... Summary ... 248
9 ... Customizing SAP Fiori Reports ... 249
9.1 ... Views for Filters ... 249
9.2 ... Customize Tables in Transactional Apps ... 257
9.3 ... Customize Tables in Analytical SAP Fiori Apps ... 266
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
10.2 ... Edit Tiles ... 279
10.3 ... Set Default Values for Real SAP Fiori Apps ... 287
10.4 ... Settings for Legacy Apps ... 289
10.5 ... Summary ... 291
... Running Core Business Processes ... 293
11 ... Materials Management: Coordinating Procurement ... 295
11.1 ... Purchase-to-Pay Process ... 296
11.2 ... Organizational Units for Procurement ... 297
11.3 ... Presets and Training Data ... 298
11.4 ... Supplier as a Business Partner ... 301
11.5 ... Display Purchasing Data in the Material Master ... 308
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
12.3 ... Preferences ... 340
12.4 ... Customer as a Business Partner ... 343
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
13.2 ... Components of the Financial System ... 375
13.3 ... Default Settings for Financial Accounting and Controlling ... 376
13.4 ... General Ledger ... 378
13.5 ... Business Partner in Finance ... 384
13.6 ... Accounts Receivable ... 387
13.7 ... Accounts Payable ... 401
13.8 ... Summary ... 406
... The Authors ... 407
... Index ... 409
... 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
... SAP GUI and SAP Fiori User Interfaces ... 29
... Company Structure in the SAP System ... 32
... Master Data and Documents in the SAP System ... 35
... Summary ... 37
... Using SAP GUI ... 39
1 ... First Steps with SAP GUI ... 41
1.1 ... Log On and Off of SAP GUI ... 41
1.2 ... Select Display Themes and Colors ... 50
1.3 ... Explore the SAP GUI Screen Elements ... 53
1.4 ... Display Transaction Codes ... 60
1.5 ... Create a Favorites Menu ... 63
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
2.2 ... Navigate in a Transaction ... 73
2.3 ... Record Data ... 78
2.4 ... Use Value Help to Show Input Options ... 83
2.5 ... Use Search Help to Find Documents and Master Data ... 86
2.6 ... Use the Field Help ... 93
2.7 ... Work with Multiple Windows ... 96
2.8 ... Summary ... 99
3 ... Reporting with SAP GUI ... 101
3.1 ... Find and Call Reports ... 101
3.2 ... Find the Right Data by Selection ... 105
3.3 ... Working with Lists: Find and Filter Data ... 111
3.4 ... Print Lists or Save as PDF Files ... 115
3.5 ... Download Lists ... 116
3.6 ... Summary ... 121
4 ... Changing SAP GUI Reports ... 123
4.1 ... Save Default Values in a Report Variant ... 123
4.2 ... Call Up a Report Variant ... 127
4.3 ... Maintain Report Variants ... 129
4.4 ... Get Creative: Design the Layout ... 132
4.5 ... Save a Layout ... 138
4.6 ... Call a Layout ... 142
4.7 ... Maintain Layouts ... 143
4.8 ... Summary ... 149
5 ... Personalizing and Optimizing SAP GUI ... 151
5.1 ... Optimize the Favorites Menu ... 152
5.2 ... Save Typing with Default Values (User Parameters) ... 157
5.3 ... Personal Value Lists ... 163
5.4 ... Summary ... 168
... Using SAP Fiori ... 169
6 ... First Steps with SAP Fiori ... 171
6.1 ... Log On and Off with SAP Fiori ... 171
6.2 ... Customize the Appearance ... 175
6.3 ... Your New Home: The SAP Fiori Launchpad ... 178
6.4 ... Find and Run SAP Fiori Apps ... 184
6.5 ... Add and Remove SAP Fiori Apps ... 188
6.6 ... Summary ... 192
7 ... Displaying and Maintaining Data with SAP Fiori Apps ... 193
7.1 ... Legacy Apps and Real SAP Fiori Apps ... 193
7.2 ... Launch and Navigate an SAP Fiori App Faster ... 197
7.3 ... Navigate in a Transactional SAP Fiori App ... 199
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
7.8 ... Enterprise Search for Global Search ... 217
7.9 ... Help for Self-Help ... 221
7.10 ... Work Optimally with the Browser ... 223
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
8.3 ... Print Tables or Save Them as PDF Files ... 236
8.4 ... Download Tables ... 237
8.5 ... Visualize Data with Analytical SAP Fiori Apps ... 239
8.6 ... Summary ... 248
9 ... Customizing SAP Fiori Reports ... 249
9.1 ... Views for Filters ... 249
9.2 ... Customize Tables in Transactional Apps ... 257
9.3 ... Customize Tables in Analytical SAP Fiori Apps ... 266
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
10.2 ... Edit Tiles ... 279
10.3 ... Set Default Values for Real SAP Fiori Apps ... 287
10.4 ... Settings for Legacy Apps ... 289
10.5 ... Summary ... 291
... Running Core Business Processes ... 293
11 ... Materials Management: Coordinating Procurement ... 295
11.1 ... Purchase-to-Pay Process ... 296
11.2 ... Organizational Units for Procurement ... 297
11.3 ... Presets and Training Data ... 298
11.4 ... Supplier as a Business Partner ... 301
11.5 ... Display Purchasing Data in the Material Master ... 308
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
12.3 ... Preferences ... 340
12.4 ... Customer as a Business Partner ... 343
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
13.2 ... Components of the Financial System ... 375
13.3 ... Default Settings for Financial Accounting and Controlling ... 376
13.4 ... General Ledger ... 378
13.5 ... Business Partner in Finance ... 384
13.6 ... Accounts Receivable ... 387
13.7 ... Accounts Payable ... 401
13.8 ... Summary ... 406
... The Authors ... 407
... Index ... 409