Managing Favorites SAP GUI 620 (S000) Purpose Use this procedure to organize menu selections according to the way the user works. Users can create and maintain folders for singular menu options, for groups of menu options, or for WEB (Internet/intranet) access. Trigger Perform this procedure when a user would like to create, change or delete a folder, transaction, file or website within the Favorites menu folder. Prerequisites Before beginning this task, obtain the following information: • • • • Security access to transaction(s) Transaction name or menu path location File location Website name and address Menu Path Use the following menu path(s) to begin this transaction: • N/A Transaction Code S000 Helpful Hints N/A Procedure 1. Start the process from the SAP Easy Access screen. SAP Easy Access 2. Perform one of the following: If Then Go To Step 3 Step 5 Step 7 Step 9 Step 10 Adding a subfolder to the Favorites Complete steps 3 - 4.1 folder of the SAP user menu Adding a transaction to the subfolder created Complete steps 5 - 6.1 Adding a transaction directly to the Complete steps 7 - 8.1 Favorites folder Deleting a transaction or subfolder Complete steps 9-9.1 from the SAP user menu Adding an Internet/intranet website Complete steps 10 - 11.3 using a subfolder that was previously created. User would like to change Complete steps 12 - 13.1 information regarding the website link created User would like to create specific Complete steps 14 - 14.2 settings for the SAP Easy Access menu, such as placement in the menu of the Favorites folder. User would like to log off the current SAP session. Complete step 15 Step 12 Step 14 Step 15 3. Select Favorites Insert folder. Creating a Folder in the Favorite List The insert folder option creates file folder(s) to organize SAP transactions the way you want to work. 4. As required, complete/review the following fields: Field Name Folder name R/O/C/D R Description The descriptive name of the folder. Example: Reports 4.1 Select the CONTINUE icon. SAP Easy Access The system displays the message, "Folder entered in favorites list." 5. Select the subfolder to add the transaction. 5.1 Select the following menu path to add Favorites Insert transaction. Manual entry of a transaction The Insert transaction option adds, changes and/or moves SAP transactions into a user's file folder(s). 6. As required, complete/review the following fields: Field Name Transaction code R/O/C/D R Description A unique four-character (in most cases) identification assigned to each SAP transaction based on its purpose. Example: Y_DC1_32000447- PCARS Expenses 6.1 Select the CONTINUE icon. SAP Easy Access The system displays the message, "Node added to favorites list." 7. Locate the transaction to be added to "Favorites" by using the menu path. Example: Accounting Financial Accounting Accounts Payable Master Records FK03 -Display SAP Easy Access 7.1 Select the ADD TO FAVORITES icon. SAP Easy Access The system displays the message, "Node added to favorites list." 7.2 An additional way to add a favorite is to select the following menu path. Favorites Insert transaction Manual entry of a transaction 8. As required, complete/review the following fields: Field Name Transaction code R/O/C/D R Description Description of the Transaction code. Example: FBL3 8.1 Select the CONTINUE icon. SAP Easy Access The system displays the message, "Node added to favorites list." 9. Select the transaction to be deleted. Y_DC1_32000447- PCARS Expenses. Select the DELETE FAVORITES icon. Example: 9.1 An additional method of deleting an object is by right-clicking on the object and selecting Delete Favorite. SAP Easy Access The system displays the message, "Node deleted from favorites list." 10. Select the subfolder to add the Internet/intranet website. Example: Work-related websites. 10.1 Select the following menu path to add Favorites Add other objects Add additional objects The Add other objects function allows user to enter websites and access them directly from SAP. 10.2 10.3 By default the system selects the "Web address or file" RADIO Select the CONTINUE icon. button. Add a Web address or file path 11. As required, complete/review the following fields: Field Name Text R/O/C/D R Description Free form text for the document that contains explanations or notes that apply to the document as a whole. Example: Official Website for the Commonwealth of PA The identifier that enables a user to find an Internet/intranet website or file on the network. Example: www.state.pa.us Additional text to identify and characterize an object or activity. Web address or file R Continuation C 11.1 Select the CONTINUE icon. SAP Easy Access The system displays the message, "Node added to favorites list." 11.2 To verify the website works from the link created, double-click to select the website. PA Powerpoint-Microsoft Internet Explorer 11.3 Select the CLOSE icon to close the Internet/intranet window. 12. Select the web address to be changed. 12.1 12.2 Right-click on the web address. Select Change Favorite Change Web address or path 13. As required, complete/review the following fields: Field Name Text R/O/C/D C Description Free form text for the document that contains explanations or notes that apply to the document as a whole. Example: Commonwealth of PA The identifier that enables a user to find an Internet/intranet website or file on the network. Example: www.state.pa.us Additional text to identify and characterize an object or activity. Web address or file C Continuation C 13.1 Select the CONTINUE icon. SAP Easy Access The system displays the message, "Node changed." 14. To create specific settings for the SAP Easy Access menu, Select Extras Settings Settings Indicator Display favorites at end of list Action Moves the Favorites folder and all contents to the end of the menu on the SAP Easy Access screen. Removes all folders, but the Favorites from the SAP Easy Access screen. When selected this indicator will remove the default SAP Easy Access screen picture. When selected this indicator will show the transaction code as well as the name of the transaction on the SAP Easy Access menu. Do not display menu, only display favorites Do not display picture Display technical names 14.1 14.2 Select the "Display favorites at the end of list" Select the CONTINUE icon. CHECKBOX. SAP Easy Access 15. Select the EXIT icon. Log Off 16. 17. Select the YES button to log off of the SAP system. You have completed the processes. Result You have successfully completed the process to create, change or delete a folder, transaction, file or website within the Favorites menu folder. Comments Congratulations!