Reference no: EM132323873

SAP ERP: S/4HANA Introduction

Task 1: Logging on to the SAP System

There are various techniques to open SAPS/4HANA. For the purpose of these exercises you will access the ERP system via a web browser.

1 Logon to SAP S/4HANA.
2 Type your User Id GBI-###

3 Press <TAB> to move the cursor to the Password text box.

4 Type your Password which will supplied by the workshop leader.

To hide your new password from other people, it is hidden by •• as you type.

5 Type the Client details as provided by the workshop leader.

6 Click to authorise your details.

You now need to create a new password. You will be the only person who knows this password so it is important to create a password which is easy to remember. However the ERP system has some rules about what it allows to be a password. These reules can be changed by the system administrator. But in general the following applies:
7 Type your CurrentPassword.

8 Type your New Password.

9 Type your new password aging in the Repeat Password field to confirm it.

10 Click to change your password.

Task 2: SAP S/4HANAFiori Launch Pad

The SAP Fiori launchpad home page is the first page that users see after they have logged on. It is the main entry point to SAP Fiori apps on mobile and desktop devices.The primary place where a user will look for applications is the home page. The page featurestiles that allow the user to launch apps and may show additional information. The page can be personalized and tiles can be added, removed, or bundled in groups.

Navigation
Using Help

SAP has an extensive Help documentation. It is essential that you understand how to use the Help documentation if you want to gain a better understanding of this system. SAP ERP provides different kinds of on line Help. You can access the Help documentation a number of different ways. There is web based Help at https://help.sap.com/ :

The Help menu contains the following options:
• Application help: Displays comprehensive help on the current application.
• SAP Library: This is where all online documentation can be found.
• Glossary: Enables you to search for definitions of terms.
• Release notes: Displays notes which describe functional changes that occur
between ERP releases.
• SAP Service Marketplace: Enables you to log on to SAP's web based repository of
SAP resources.
• Create Support Message: Enables you to send a message to the SAP for support.
However you need appropriate level of access to do this.
• Settings: Enables you to select settings for help

11 Choose Help → SAP Library to display the Help screen.

The Help screen is divided into two sections. On the left is the Contents or main headings while on the right side the Help documentation appears.
13 Click Vnext to Getting Started to display the available topics.

14 Click V next to SAP GUI for Windows to display the available topics.

15 Click >next to Navigating in the SAP Window

16 Click Element of anSAP GUI Window to display the contents.

17 Click The Menu Bar to display the Help documentation.

Explore some of the other topics.

Once you have explored some of the Help options:

18 Click SAP Library on the Help menu barto return to the main Help screen.

19 Click of the Help window to close the last Help screen and return to the SAP main menu.

Another form of Help documentation is Application Help which can be accessed via a number of techniques. You can access it by choosing the SAP Library command from the Help menu or from particular task screen you can access it via the Application Help command from the Help menu. The major difference between these two techniques is that Application Helpcommand is Context Sensitive Help. This means that Help screen displayed gives help relevant to the SAP screen it was accessed from. To demonstrate this:

20 Choose Human Resources ->Personnel Management ->Recruitment
->Appl. Master Dataon the SAP Main Menu.

21 Double click to start this action

The Initial Entry of Basic Data screen appears. To find out about how this screen is used:

22 Choose Help->Application Help from the menu bar

The Help documentation for Initial Entry of Applicant Data appears on screen, as this was the task screen that was active. This is an example of context sensitive help. From here, you can select relevant topics.

Glossary

The Help documentation also includes an online glossary which can help you to understand some of the terminology used in the SAP system.

23 Click Glossary on the Help menu bar to move to this screen.

The Glossary screen appears:

SAP Help system enables you to search for particular topics.

Find the term client by using Advanced Search. What data is stored at the Client level?(hint - 3rd result).

24 Close of the Help window to close the last Help screen.

25 Click to return to SAP ERP main screen.

Task 3: SAP S/4HANA Navigation

Master Data Navigation

An ERP system stores vast amounts of data about the various objects used in different business processes. To display the data you require from such a large system there are various navigation techniques you need to become familiar with. SAP S/4HANA includes a number of tools which can facilitate this navigation.

This exercise requires you to find the Master Data for a particular product. The product we are interested in is referred to as Deluxe Touring Bike. The Master Data referring to a product is called a Material Master. To display the Material Master for a product:

Task 4: SAP S/4HANA Reports

One of the major reasons a company implements an ERP system, like SAP, is to get up to date information about what is happening in the company. SAP S/4HANAhas a broad range of reporting functionality. The next exercise will look at an example of common report functionality.

Your manager has asked for details sales since 2016 for East United States (UE00) sales organisation. The report is to include sale order details and total revenue. You are going to use an existing Fiori tile to display this report.

Task 6: Logging Off

It is important that when you have finished working with SAP S/4HANA that you log off correctly. This will protect data but more importantly it will prevent others from unlawfully using the system under your name.

SAP ERP: S/4HANA Production Planning

Task 1: Creating Material Master records
You are going to define a new Finished Product, The Mongoose Mountain Bikewith item code ORMG1###(Where ### your SAP user id.). It is made from the following list of subassemblies (semi-finished products) and raw materials (These materials already exist in S/4HANA):
You need to create the Material Master record for the Mongoose bike.

1. Click on the Group Selection toolbar to display the apps.
2. Click Fiori tile to open this App.
3. Type ORMG1### (where ### is your logon) in the Material field.
4. Select Mechanical Engineering in the Industry Sector field.
5. Select Finished Product in the Material Type field

You now need to edit (maintain) the functional Views. the information stored in the Material Master record is divided into different Views so that a user can request to look at only the information that is of interest to him/her. Each user department has its own View of a Material Master record. For example, data that relates to the accounting department is stored in the Accounting View and data that relates to material planning is stored in the MRP View.
6. Click to display the various Views of the Material Master.

The Views which need to be created are:
• Basic Data 1
• Sales: Sales Org Data 1
• Sales: Sales Org Data 2
• Sales: General / Plant Data
• General Plant Data / Storage 1
• Accounting 1

7. Click next to Basic Data 1 to select this View.
8. Repeat the process for the Views above to select them.
Click on "Create Views Selected"
9. Click to create the Views.

The "Organizational Levels" window is displayed.
The Basic data View of this Material is applicable to all organisational units where this Bicycle is sold. However sales data may vary from unit to unit therefore data to be maintained is organisational specific. You need to specify which organizational units you are referring to.

10. Select DL00 (Dallas) in the Plant: field.
11. Select FG00 (Finished Goods) in the Storage location field
12. Select UE00 (US East) in the Sales Org: field.
13. Select WH (Wholesale) in the Distr. Channel field.
14. Click .
The following screen appears. Notice that the Basic Data 1 View is displayed.

15. Type Mongoose Mountain Bike ### (where ### is your logon) in the Descr: field.
16. Type EA (Each) in the *Base Unit of Measure: field.
17. Select Bikes (Finished Bicycles) in the Material Group: field.
18. Select BI (Bicycles) in the Division: field.
19. Select 001 (Laboratory 1) in the Lab/Office: field.
20. Type 8000 in the Gross Weight: field.
21. Type 8000 in the Net Weight: field.
22. Select G (Grams) in the *Weight unit field.

You have now entered all the data required for the Basic data 1 View. The next View to be maintained is the Sales: sales org 1.

23. Click to move to this View.

Note that the additional fields which are organizational unit specific appear on the screen.

24. Select 0 (Exempt) in the ... (Tax Classification) field for EACH of the Tax Categories.

You now need to maintain the Sales: General Plant View.

25. Click to display this View.

Notice that the organizational unit (Plant Dallas) now appears on the screen as we specified this previously.

26. Select 02 (Individ requirements) in the Availability check: field.
27. Select 0001 (On palettes) in the Trans. Grp: field.
28. Select 0002 (Hand lift) in the Loading grp: field.

The final View you are going to maintain at the moment is the Accounting 1. You will notice that it does not appear on the View toolbar. You can display all Views by clicking .

29. Click to display the Views.
30. Click Accounting 1 to select this View. You may have to click .
31. Select 7920 (Finished Product) in the Valuation Class: field.
32. Type 1500 in the Standard Price: field.
33. Select S (Standard) in the *Prc Ctrl: field.

You have now entered required data. You now need to save the Material Master.
34. Click .

A screen appears confirming the creation of your new material.

Record the Material Number

35. Click to return to the Launchpad.

Task 2: Changing Material Master records.

You need to make a change to one of the existing Semi-Finished Products, the Off Road Wheel Assembly (ORWA1###).

Task 3: Creating Bill of Materials (BOM)

The BOM is a complete formally structured list of components that make up a product or assembly. The list contains the item number of each component together with the quantity and unit of measure. It creates the relationships between an assembly and all of its direct components

The structure of the bicycle can be represented using a Bill-of-Material.

Task 4: Displaying Sub Assembly BOM
The answer to the above question is that the BOM for the Wheel Assembly had already been created. The system know that when a Wheel Assembly is required then the BOM for the Wheel Assembly is automatically applied. Therefore, a BOM can be made up of many other BOMs. To display a BOM:

Task 5: Create Work Centers
Now that you have defined the materials (BOM) to be used in making the Mongoose Mountain Bike, you need to define the location in the plant in which the manufacturing processes take place. Work Centers are the master data which represent real machines, Production Lines, Assembly Work Center, etc. Manufacturing activity or Operations are carried out at Work Center. In the case study there are 4 Work Centers involvedin the production of your bike. These are Assembly, Turning, Painting and Testing. To create a work center:

Task 6: Create Routings

Aroutingis a description of which operations or list of activities has to be carried out during the production and planning process. It also tells what order or sequence the activities/operations needs to be carried out at work centers or machines. There may be several alternative routings for a product.

Task 7: Display Routing
You can display the routing and associated dependencies.

Task 8: Add Intial Stock

Normally once the Materail design and BOm had been finalised materials would be procured to produce the bike. At the moment the production execution process is outside the scope of this tutorial. However we will assume the production process has been completed and the completed bicycles need to be added to stock to be available for sales.

SAP ERP: S/4HANA Procurement

Task 1: Display Stock Requirements List

You now need to display and review the stock/requirements list for a Deluxe Touring Bike (red) on hand balance and the demand that exists against this product. The report should show that there is no stock and therefore nothing is available for use at this time. The stock/requirements list is a dynamic list and, therefore, changes whenever a transaction occurs using the given material.

Task 2: Create a Purchase Order

Currently there is a Create Purchase Order Advanced tile on the launchpad. This is not the app we require. If the Create Purchase Order tile (as below) is not on your launch pad then you need to add it to the Materials Management group.

Task 3: Display Stock Requirements List

You need to review the impact the creation of a Purchase Order has on stock levels for a material.

Task 4: Create Goods Receipt for Purchase Order

After a couple of weeks a delivery from Olympic Protective Gear (101###) occurs for the bicycles ordered. These materials need to be received into inventory. A goods receipt document will be created referencing your purchase order thereby ensuring that GBI receives the products ordered within the timeframes. Goods on hand will be increased and an accounting document will be generated recognizing the value associated with these goods. Remember the process steps we indicated in the Purchase Order;

Task 5: Verify Physical Receipt of Goods

You need to review the impact the creation of a Goods Receipt has on stock levels for a material.

Task 6: Displaying Account Balances

As mentioned previously a Goods Receipt also produces an Accounting Document to update the General ledger in regards to value of inventory.

Task 7: Create Invoice Receipt from Vendor

You have completed a Goods Receipt for the Bicycles on their arrival. The delivery also included an invoice from the supplier. The invoice details need to be entered into the system, checked and then paid at a later date.

Task 8: Reviewing Material Documents

Throughout the procurement process you have created a number documents. In the procurement process you may be involved in many purchases of different materials from different suppliers resulting in the creation of numerous purchasing related documents. It is possible to display an overview of the documents you have created. To view your purchasing documents:

Task 9: Post Payments to Suppliers

The invoice from Olympic Protective Gear for the Deluxe Touring Bicycles has been entered and checked in the ERP system. The goods have arrived and been receipted and it is now time to post a payment as per the invoice. This process is often called Accounts Payable.

Task 10: Reviewing The General Ledger.

As mentioned previously the General Ledger underpins business transactions. To view the impact of this payment on the General Ledger

SAP ERP: S/4HANA Finance

Task 1: Display the Chart of Accounts

A chart of accounts may be shared by many company codes. Each company code must be assigned a chart of accounts. Once a chart of accounts is assigned to a company code, it becomes the operative chart of accounts for that company code and it is used to capture information for both Financial Accounting (FI) and Cost Accounting (CO). For each G/L account, the chart of accounts contains the account number, the account name, and additional technical information

Task 2: The Chart of Accounts Applied to the General Ledger
You are going toreview a listing of the General Ledger (G/L) accounts that are part of your chart of accounts and that have been made operative for your company code. Each G/L account being used by a company code has both chart of account and company code specific information. In this way, a chart of accounts may be used by several company codes with each having their own unique information and settings but at the same time facilitating the integration accounting information.

Task 3: Display General Ledger Account
Businesses commonly maintain several bank accounts (e.g. payroll, general checking and money market) that are listed on their balance sheet. Often you need to display a General Ledger account in your chart of accounts. The account you need to display is the alternative bank account (101000) in the GBI US company (US00).

Task 4: Post Transfer of Funds to Alternate Bank Account
The General Ledger contains a number of accounts. In some scenarios funds may need to be transferred between accounts. In this exercise you are going to generate a journal entry for the US GBI company to transfer funds ($US5,000) from the current bank account to the alternate bank account.

Task 5: Display G/L Account Balance
It is important to be able to quickly view the balance of different accounts. This exercise you will add a new Fiori tile to your launchpad which will enable you to quickly review account balances.
The accounting function underpins all businesses process in a company. The general Ledger and its accounts is the area where accounting activity is recorded. Throughout the exercises you will be continually reviewing the general ledger accounts to get an understanding how the various business processes and their associated transactions impact on the accounting function. At the moment the Fiori tile to perform this function has not been included on your launchpad. As this will be a regular activity you need to add the relevant Fiori tile to make this function easier to perform.

Task 6: Displaying Journal Entries
You can also display the details of the Journal Entry and the associated Accounting Document. This enables you to review the transaction.

Task 7: Post Purchase of Office Supplies

The business scenario is that you need some office supplies immediately. You drive down to OfficeWorks and buy $175 of supplies (paper, folders, and a software package) and pay for the purchase with a company check drawn on your alternate bank account. Two Cost Center's budgets (Internal Services-$80, IT Costs-$95) in the company will incur these costs.

Task 8: Display General Ledger Account Balances
You now need to display and confirm by individual account number the activity and associated balances for several accounts in the general ledger of the US GBI company.

Sales and Distribution
A case study guiding through the order-to-cash process of a Product Service System Provider based on a practical use case

Learning Objectives
This case study aims at describing the basic steps of the order-to-cash business process of Global Bike Sharing. This process differs from traditional sales activities in several aspects, since it is based on a "bike rental", instead of a "bike sale" process. However, whereas some parts of the sales process are new, others are similar to the sales processes of traditional bike manufacturers. To learn the tasks of managing a bike sharing system in SAP, the exercises contain the main tasks in SAP S/4HANA. Moreover, the basic business terms are depicted as part of teaching case, aim-ing at providing a more comprehensible and integrated view on ERP terminology and business process information.

Task 1: Create Material and Customer Master Data

Task 2: Start Bike Rental Process
Creating master data is an important prerequisite to go through the sales process in SAP S/4HANA. As Louis told John already, the new business model to provide a bike rental service instead of selling bikes is accompanied by a severe change of master data. John completed these important steps and is now ready to go through the sales process within the new business model. Compared to the previous sales process of Global Bike, the new process contains additional steps, since the core in sales at GBS is not to deliver a physical bike, but to offer a rental service. This includes the provision and also the return of a bike, with the additional task to charge the service to the customer. John directly starts with the creation of the sales order for the bike rental process.

Task 3: Manage Bike Return Process
John now went through the process of starting the bike rental. Finally, after the customer finished his bike tour, he or she will bring the bike back. Therefore, in this part, he will go through the process of returning the bike.

Task 4: Create Invoice for Bike Rental
Finally, to end the bike rental process, an invoice for the service used by the customer has to be created. Since the payment models in the bike sharing market may differ, the financial department is responsible for the payment processes. However, every bike rental service has to be financially recorded with the creation of an invoice. Therefore, John wants to create an invoice for the bike rental process he just went through.

Task 5: Review Sales and Distribution Process
John finally wants to review the sales and distribution process. For this, he first displays the central sales order documents. Afterwards, he takes a deeper look at the material documents. Finally, he displays the financial statement to review the financial impact of the executed transactions.

Attachment:- Workshop.rar