Pen Inc Introduction to Your Company

1. Pen IncIntroduction to Your Company The Rushmore Group, LLC

2. Pen Incorporated • Start-up company in the promotional pen business • Initially buys and re-sells different lines of promotion pens • Sells to both wholesale and retail – procure and distribute • Later acquires a production facility to manufacture its own product – produce and distribute The Rushmore Group, LLC

3. BPI – Core Business Processes • Pen Inc. – Stage 1 (A Trading Goods Company) • Buy – Procurement (MM) • Sell – Sales and Distribution (SD) • Track – Financial Accounting (FI) • Pen Inc. – Stage 2 (Buys a Production Facility) • Buy – Procurement (MM) • Sell – Sales and Distribution (SD) • Make – Production (PP) • Track – Financial Accounting (FI) • Track – Controlling (CO) • Track – Human Capital Management (HCM) • Track – Quality Management (QM) The Rushmore Group, LLC

4. Process Integration Purchase Requisition Procurement Process Purchase Order Run MRP Sales Order Process Goods Receipt Sales Order Entry Check Availability Invoice Receipt Pick Materials Receipt of Payment Payment to Vendor Post Goods Issue Invoice Customer Red=creation of financial documents The Rushmore Group, LLC

5. Process Integration Purchase Order Procurement Process Purchase Requisition Convert Production Proposal Goods Receipt Production Process Schedule and Release Run MPS w/MRP Invoice Receipt Goods Issue Sales Order Process Check Availability Payment to Vendor Sales Order Entry Completion Confirmation Quality Inspection Pick Materials Goods Receipt Order Settlement Receipt of Payment Post Goods Issue Red=creation of financial documents Invoice Customer The Rushmore Group, LLC

6. Sales Organization Distribution Channel Division Pen Inc Organizational Structure Credit Control Area Fiscal Year Variant Client Chart of Accounts Controlling Area Company Code Purchasing Organization Plant Purchasing Group SL10 SL20 Shipping Point Sales Area The Rushmore Group, LLC

7. The Basics of SAP - Navigation - The Rushmore Group, LLC

8. Overview • Logging on • SAP screens • Basics of data entry • Working with multiple sessions • Reporting • On-line help and system messages • Setting user defaults • Logging off The Rushmore Group, LLC

9. Navigation The Rushmore Group, LLC

10. SAP: Logging-On The Rushmore Group, LLC

11. SAP: Logging-On • Information needed: • Client • Complete set of tables • User Name • Unique User ID • Password • 3 to 8 characters • Letters or numbers • Language • EN = English • DE = German • ES = Spanish The Rushmore Group, LLC

12. Logging On - The Client • This is a numeric field • Defines a whole business entity The Rushmore Group, LLC

13. Logging On - User • Enter the name of the SAP user • Users are Client-Specific • User identification on one client will only allow access to that client on that server • The user ID defines the rights the person logging on is assigned The Rushmore Group, LLC

14. Logging On - Password • Rules • Can contain Letters • Can contain Numbers • No 3 characters can be alike • Can not begin with ? or ! • Must be 3 - 8 characters • Can not use previous 5 passwords • Easy to remember The Rushmore Group, LLC

15. Logging On - Language • SAP supports multi-national character set and languages on the same system • Default languages are English and German; can load multiple others. • Current system: • EN = English • DE = German • ES = Spanish The Rushmore Group, LLC

16. Table Valid Valid From To Client User Password 400 STEVE ******** 1/1/2000 12/21/2000 400 BOB ******** 1/1/2000 12/21/2000 400 GERRY ******** 1/1/2000 12/21/2000 421 STEVE ******** 1/1/2006 12/31/2008 421 BOB ******** 1/1/2006 12/31/2008 421 GERRY ******** 1/1/2006 12/31/2008 Logging On - Data Record The Rushmore Group, LLC

17. SAP: Easy Access Menu The Rushmore Group, LLC

18. SAP: Easy Access Sales View Purchasing View • SAP menus can be Role Based • determined by the User Group and Profile your User ID is a assigned The Rushmore Group, LLC

19. SAP: System Menus & Submenus The Rushmore Group, LLC

20. Favorites Transactions Folder and Sub-Folder SAP: Menus The Rushmore Group, LLC

21. SAP – Standard Tool Bar Scroll icons Help icon Options Save Exit Print Enter Back Command Field Cancel Create a new session Find/Expand icons Create a desktop shortcut The Rushmore Group, LLC

22. SAP: Screen Elements Menu Bar Standard Tool Bar Title Bar Command Field Application Bar Search Tabs Input Fields Drop Down Status Bar The Rushmore Group, LLC

23. SAP: Application Bar • Screen or view dependant • (e.g. materials master will differ from sales order entry will differ from the main menu) The Rushmore Group, LLC

24. F4 F1 Possible Entries SAP: Help The Rushmore Group, LLC

25. SAP: On-line Help The Rushmore Group, LLC

26. System Messages • E = Error • An invalid entry has been made • The cursor moves to the field where the error has occurred • W = Warning • A possible error has been made • The user can continue without changing • I = Information • Feedback from the system The Rushmore Group, LLC

27. Logging Off • System > logoff • Exit button • Control box For security purposes it is important to log off SAP whenever you leave your PC. Your user name is linked with all transactions you perform providing an audit trail. The Rushmore Group, LLC