Quarles: Flya Kite Introduction 1 Flya Kite Introduction to SAP.

Quarles: Flya Kite Introduction 1

Flya KiteFlya KiteIntroductionIntroduction

to SAPto SAP


SAPSAP

Systems, Applications, and Products Systems, Applications, and Products in Data Processing (SAP)in Data Processing (SAP)

Name of the companyName of the company– SAP AGSAP AG– SAP AmericaSAP America

Name of the softwareName of the software– SAP R/2 – Mainframe versionSAP R/2 – Mainframe version– SAP R/3 – Client/Server versionSAP R/3 – Client/Server version


SAP AGSAP AG

Founded in Germany (1972)Founded in Germany (1972) World’s fourth largest software World’s fourth largest software

providerprovider World’s largest provider of World’s largest provider of

Integrated Business Solutions Integrated Business Solutions softwaresoftware

Company stock trades on the Company stock trades on the Frankfurt and New York exchangesFrankfurt and New York exchanges


SAP R/3SAP R/3

World-wide usageWorld-wide usage Designed to satisfy the information Designed to satisfy the information

needs for business sizes (small local needs for business sizes (small local to large all international)to large all international)– Multi-lingualMulti-lingual– Multi-currencyMulti-currency

Designed to satisfy the information Designed to satisfy the information needs for all industries (industry needs for all industries (industry solutions)solutions)


SAP R/3SAP R/3

Enables a company to link it’s Enables a company to link it’s business processesbusiness processes

Ties together Ties together disparate business disparate business functionsfunctions (integrated business (integrated business solution)solution)

Helps the organization run smoothlyHelps the organization run smoothly Real-time environmentReal-time environment Scalable and flexible Scalable and flexible


Integrated Business SolutionsIntegrated Business SolutionsSoftware VendorsSoftware Vendors

SAPSAP Oracle - PeopleSoft, J.D. EdwardsOracle - PeopleSoft, J.D. Edwards Microsoft – Great Plains, Axapta, Microsoft – Great Plains, Axapta,

SolomonSolomon IBMIBM BAANBAAN


Architecture Architecture Central relational database (e.g., Oracle, Central relational database (e.g., Oracle,

Informix, Microsoft SQL and many Informix, Microsoft SQL and many others)others)

Client/Server – three-tieredClient/Server – three-tiered ERP Component – Oriented towards ERP Component – Oriented towards

common identifiable common identifiable business modulesbusiness modules (FI, MM, SD, CO, PP, HR)(FI, MM, SD, CO, PP, HR)

Add-ons: Add-ons: – Customer Relationship Mgmt (CRM)Customer Relationship Mgmt (CRM)– Supply Chain Mgmt (SCM)Supply Chain Mgmt (SCM)

– Product Lifecycle Mgmt (PLM)Product Lifecycle Mgmt (PLM)


Relational Database Relational Database

Tables: Defines and links thousands Tables: Defines and links thousands of tables of information (33,000+)of tables of information (33,000+)

AdvantagesAdvantages– Consistent and accurate dataConsistent and accurate data– Common definitions for termsCommon definitions for terms

– Eliminates data redundancyEliminates data redundancy – Shared, but Shared, but restrictedrestricted usage (e.g., usage (e.g., profilesprofiles) )


SAP R/3 Advanced Basics SAP R/3 Advanced Basics

Instance Instance – each install of the SAP R/3 – each install of the SAP R/3 software on an individual application software on an individual application serverserver

ConfigurableConfigurable – each instance can be – each instance can be distinctively configureddistinctively configured to fit the needs to fit the needs and desires of the customer (within and desires of the customer (within limits)limits)

Most of the infrastructure decisions, Most of the infrastructure decisions, including configuration decisions, occur including configuration decisions, occur during project implementationduring project implementation


SAP R/3 Document Principle SAP R/3 Document Principle

Each business transaction that writes Each business transaction that writes data to the database creates a data to the database creates a uniquely uniquely numbered electronic documentnumbered electronic document

Each document contains information Each document contains information such assuch as– Responsible personResponsible person– Date and time of the transactionDate and time of the transaction– Commercial contentCommercial content

Once created, a document cannot be Once created, a document cannot be deleted from the databasedeleted from the database


Business ProcessesBusiness Processes

A process is a set of linked activities that A process is a set of linked activities that transform an input into a more valuable transform an input into a more valuable output thus creating valueoutput thus creating value– What the business “does” in doing what it doesWhat the business “does” in doing what it does– Processes are linkedProcesses are linked

– PhysicallyPhysically– Purchased Purchased raw materials used to raw materials used to manufacturemanufacture finished finished

goods that are goods that are sold sold to customers from which money is to customers from which money is collectedcollected

– Data Data – Data about physical things flows from one process to Data about physical things flows from one process to

anotheranother


Logistics ProcessesLogistics Processes

Materials Management (MM)Materials Management (MM)

Sales and Distribution (SD)Sales and Distribution (SD)

Production Planning (PP)Production Planning (PP)

Quality Management (QM)Quality Management (QM)

Plant Maintenance (PM)Plant Maintenance (PM)

Service Management (SM)Service Management (SM)


Administrative ProcessesAdministrative Processes

Financial Accounting (FI)Financial Accounting (FI) Treasury (TR)Treasury (TR) Managerial Accounting (CO)Managerial Accounting (CO) Enterprise Controlling (EC)Enterprise Controlling (EC) Investment Management (IM)Investment Management (IM) Project Systems (PS)Project Systems (PS)


Administrative ProcessAdministrative ProcessHuman ResourcesHuman Resources

The Human Resources (HR) The Human Resources (HR) application component is a complete application component is a complete integrated system for supporting the integrated system for supporting the planning and control of personnel planning and control of personnel activitiesactivities


ClientClient The The highest levelhighest level in an SAP R/3 instance in an SAP R/3 instance A self-contained unit with a A self-contained unit with a separate set of separate set of

master records and its own set of master records and its own set of configuration tablesconfiguration tables

An instance can have more than one clientAn instance can have more than one client– Training ClientTraining Client– Testing ClientTesting Client– Production ClientProduction Client

NOT something you will be configuring or NOT something you will be configuring or touching in any waytouching in any way


Company CodeCompany Code Represents an Represents an

independent independent legal legal accounting unitaccounting unit

Balanced set of Balanced set of booksbooks, as required , as required by law, are prepared by law, are prepared at this levelat this level

A client may have A client may have more than one more than one company codecompany code– United StatesUnited States– EuropeEurope

Liabilities &Owners EquityAssets


Chart of AccountsChart of Accounts Complete listComplete list of all accounts in the of all accounts in the

General Ledger for a companyGeneral Ledger for a company

Each Each company codecompany code must be must be assigned assigned one, and only one, chart of one, and only one, chart of accountsaccounts

Several company codes can use the Several company codes can use the same (i.e., identical) chart of same (i.e., identical) chart of accountsaccounts


PasswordsPasswords

Each user has his/her own unique Each user has his/her own unique password password

On the initial login, the generic On the initial login, the generic password must be changed to a password must be changed to a user’s unique selectionuser’s unique selection– At least 3 characters longAt least 3 characters long– Cannot begin with a ! Or ?Cannot begin with a ! Or ?– First three characters must be unique First three characters must be unique

and not contained in the user nameand not contained in the user name


Roles and ProfilesRoles and Profiles Roles specify just what each user is Roles specify just what each user is

allowed to do in SAPallowed to do in SAP Profiles also restrict authorization for Profiles also restrict authorization for

access to the systemaccess to the system– Each user has his/her own role or profile that Each user has his/her own role or profile that

determines what the user can do in the SAP determines what the user can do in the SAP systemsystem

Support segregation of dutiesSupport segregation of duties In Flya Kite, you have far broader roles In Flya Kite, you have far broader roles

and profiles than do typical users in a real and profiles than do typical users in a real world application of SAPworld application of SAP– Necessary since you are performing a Necessary since you are performing a

multitude of roles across all of the modules in multitude of roles across all of the modules in the casethe case


Master & Transaction DataMaster & Transaction Data

Master data is Master data is relatively fixedrelatively fixed– Customer masterCustomer master– Material masterMaterial master– Vendor masterVendor master– General LedgerGeneral Ledger– PricingPricing

Transaction data is Transaction data is uniqueunique to a to a particular transactionparticular transaction– Transaction specificTransaction specific


Material MasterMaterial Master Contains all data required to define and Contains all data required to define and

manage a manage a specific item of materialspecific item of material Integrates data from:Integrates data from:– Accounting (FI and CO)Accounting (FI and CO)– Inventory Control (MM)Inventory Control (MM)– Production Planning and Control (PP)Production Planning and Control (PP)– EngineeringEngineering– ForecastingForecasting– Sales and Distribution (SD)Sales and Distribution (SD)

Each user has a Each user has a uniqueunique viewview– View is the data the user can view and changeView is the data the user can view and change


Vendor Master DataVendor Master Data Controls how Controls how

transaction data transaction data is is postedposted and and processedprocessed for a for a vendorvendor– Contains all the Contains all the

data you require data you require to do business to do business with your with your vendors.vendors.


Customer MasterCustomer Master Contains Contains all all the customer related the customer related

data data necessary for processingnecessary for processing orders, deliveries, invoices and orders, deliveries, invoices and customer paymentscustomer payments

Customer Master contain all relevant Customer Master contain all relevant data regarding data regarding business partnersbusiness partners – Sold-to partySold-to party– Ship-to partyShip-to party– Bill-to partyBill-to party– PayerPayer


Transaction DataTransaction Data Data that apply to a unique, Data that apply to a unique,

particular transaction and only to particular transaction and only to that transactionthat transaction– For exampleFor example

Quantity being ordered, manufactured, or Quantity being ordered, manufactured, or soldsold

Dates – order date, delivery date, billing Dates – order date, delivery date, billing date, etc. date, etc.

Amounts – total dollar amount for the Amounts – total dollar amount for the transaction transaction

Quarles: Flya Kite Introduction 1 Flya Kite Introduction to SAP.

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