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Finance and Purchasing

Overview

1
Finance & Purchasing Overview
COURSE OVERVIEW

Finance
Finance &&
Purchasing
Purchasing SAP
SAP Overview
Overview
Overview
Overview
Tarrant
Tarrant County
County Implementation
Implementation

Finance
Finance && Controlling
Controlling Modules
Modules

Materials
Materials Management
Management Module
Module

Getting
Getting Help
Help

Accessing
Accessing Training
Training Materials
Materials

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Finance & Purchasing Overview
COURSE OBJECTIVES
The Finance & Purchasing Overview course has two purposes:

 Introduce SAP and the finance and purchasing modules


 Prepare you for role-specific training courses

Objectives of the course:


 Review SAP system and integration
 Understand Tarrant County implementation
 Become familiar with terms
 Provide a high level understanding of:
► General Ledger Functionality
► Accounts Receivable Functionality
► Accounts Payable Functionality
► Asset Accounting Functionality
► Controlling Functionality
► Grants Management Functionality
► Funds Management Functionality
► Materials Management Functionality
 How to get Help
 How to access training materials

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Finance & Purchasing Overview
Lesson 1: SAP Overview
 SAP stands for Systems,
Applications, and Products

 The SAP system is a fully-


integrated system where
activities in one area generate
activities in another area

 The system provides online,


real-time information and one
place for input of data

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Finance & Purchasing Overview
Modules in SAP
 SAP is made up of various functional
modules
 Each module covers a different business
function
 Tarrant County is using the following
modules:

CO Controlling
FI Financial Accounting
HR Human Resources/Payroll
MM Materials Management
GM Grants Management
FM Funds Management

TC is also using ESS (Employee Self


Service) for employees to enter time
and maintain personal information.

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Finance & Purchasing Overview
How They Work Together
HR/Materials Other
Management FI Module Financial
Modules Modules
ASSETS FUNDS
PAYROLL
MANAGEMENT
ACCOUNT
S
PAYABLE
PURCHASING CONTROLLING

INVENTORY GRANTS
MANAGEMENT ACCOUNTS MANAGEMENT
RECEIVABL
E

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Finance & Purchasing Overview
Integration in SAP
 System Integration

►When a transaction is executed in any module,


SAP automatically updates data in all
application modules that are affected

►Benefits of Integration
 Enables simplified business processes, standard
data definition, and a common business language
 Simplified business processes enhance productivity
to allow focus on value-added activities
 Data has to be entered only once and all related
information is updated automatically
 Integration eliminates need for redundant analysis
and reconciliation

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Finance & Purchasing Overview
Business Flow Integration

Vendor
Requisitioner Procurement
Officer

$$$$$

Receiver

GL Accountant
Budget Officer

Asset Manager
Accounts
Payable Officer
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Finance & Purchasing Overview
Hitting the G/L
Goods Receipt
Goods Issue
MM
MM

Direct Posting Invoice


G/L Verification AP

Customer a l
er r
Payments AR en ge Charges
G ed MM
L
Vendor
Payments AP Charges
AP

Depreciation Vendor
AA Invoices AP

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Finance & Purchasing Overview
Data
 SAP contains two types of information
► Master Data
 A collection of information about an object or person
 It is referenced whenever that object or person is used in an
entry field
 This data does not normally change
 Examples are address and payment information for a vendor or
customer

► Transactional Data
 Information associated with a specific business activity
 You enter this information in SAP
 Changes from day to day
 Examples are:
– Invoices
– Purchase requisition

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Finance & Purchasing Overview
Master Data vs. Transactional Data

Master Records
G/L Accounts
Customer Master Records
Records that remain
Vendor Master Records
in the system for an Grants Master Records
extended period of Asset Masters
time. Material Master Records

Transaction Records

Journal Entries
Invoices Records a specific
Payment event
Requisitions

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Finance & Purchasing Overview
Examples of Master Data
Tarrant County
Purchase Order
Vendor P.O. # 56789
Master Date: July 2, 2004
To: ABC Company,
Data Vendor #1001
12345 Any street
Any town, USA 54321
Qty $$

Widgets (material #15005), 10 bx 10.00


box of 10

Material Total 100.00


Master
Data
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Finance & Purchasing Overview
Examples of Transactional Data
Tarrant County
Purchase Order

P.O. # 56789
Date: July 2, 2004
To: ABC Company,
Vendor #1001
12345 Any street
Any town, USA 54321 Transactional
Data
Cost Center 987 Qty $$
Widgets (material #15005), 10 bx 10.00
box of 10

Total 100.00

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Finance & Purchasing Overview
Documents & Document Types
 A Document generally consists of a document header and
line items.
► Document header – contains data that identifies a document
and applies to the entire document.
 Date
 Document type
 Document number
► Line items – generally include
 Amount
 Account assignment
 Additional details specific to the transaction

 Document Types are located on the header portion of


every document

► Distinguish between different business transactions


► Control document number assignment
► Help manage accounting documents

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Finance & Purchasing Overview
Document
Structure The Accounting
Illustration
Document
Document No: SAxxxxxx
Header Date: 05/06/2004
Company Code: TC01
Currency: USD

Revenue A/C
DR CR

Bank 10000

Citibank Line Items


DR CR
Sale 10000

Debits = Credits

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Finance & Purchasing Overview
Document A document type is a key that is used
Types to classify accounting documents
and distinguish between business
Illustration transactions to be posted

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Finance & Purchasing Overview
RFQ
Purchasing Document Types

Purchase
Requisition
Purchase
Approval Order

Contract

Master Data

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Finance & Purchasing Overview
Tarrant County Document Types
Document Type Description
AA Asset posting
AB Accounting document
DA Customer document
DG Customer credit memo
DR Customer invoice
DZ Customer payment
KA Vendor document
KG Vendor credit memo
KR Vendor invoice
KZ Vendor payment
SA G/L account document
SB G/L account posting
WA Goods issue
WE Goods receipt

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Finance & Purchasing Overview
Terms
Standard SAP terms:
 Application – computer program
 Client – unit in SAP system where data is input, changed, and managed
 Data – pieces of information; numbers or text
 ERP – Enterprise Resource Planning; designed to integrate and run all aspects of an organization
 Information – data that has been collected
 Integrated – transactions that are completed in one module or process trigger transactions in
other modules
 Menu Path – sequence of menu selections that should be followed to get to a function or screen
 Module – portion of SAP system that carries out a specific business function
 Real-time – describes how data that has been entered into the system is available immediately
after the transaction has been saved. Everyone has access to the same data.
 Session – instance of SAP; allows multi-tasking within system
 Transaction – screen or series of screens to create, display, or change data
 Transaction code – (t-code) unique identifier for each transaction that allows you to get to a
transaction without going through the menu
 User role – assigned to each employee; set of activities used by the employee
 Variants – a saved set of personal selection criteria which can be used for lists and reports

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Finance & Purchasing Overview
Lesson 2: Tarrant County Implementation
 Tarrant County is implementing the following modules in SAP :

 Human Resources (HR)


 Takes care of payroll, time recording, applicant administration, and organization
data. Supports the planning and control of personnel activities.
 In use since October 2003

 Financial Accounting (FI)


 Designed for automated management and reporting of
 General Ledger (GL)
 Accounts Receivable (AR)
 Accounts Payable (AP)
 Asset Accounting (AA)
 External reporting, such as income statement and balance sheet

 Controlling (CO)
 Represents cost and revenue flows throughout the organization
 Aids in organizational decision making
 Supports internal reporting such as cost center reports

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Finance & Purchasing Overview
Tarrant County Implementation (cont’d)

 Tarrant County is implementing the following modules in SAP:

 Materials Management (MM)


 Supports the complete cycle of material flow, from the requisition to
purchase to the warehousing and distribution

 Grants Management (GM)


 Manages the application, award, budget tracking, and closing of a
grant

 Funds Management (FM)


 Supports the management of budgets
 Budget can be adapted to changes in conditions by entering releases,
supplements, returns, and transfers
 Tracks expenses to budget

 Tarrant County is also using Employee Self-Service for employee entry and
management of time, personal data, training & events, appraisals, and
benefits enrollment.

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Finance & Purchasing Overview
Tarrant County Finance & Purchasing Modules

Materials Funds Grants


Financials Controlling
Management Management Management
(FI) (CO)
(MM) (FM) (GM)

General
Purchasing Ledger

Asset
Accounting
Inventory

Accounts
Payable

Accounts
Receivable

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Finance & Purchasing Overview
Organizational Elements
 The following organizational elements and codes are used in Tarrant
County:

► Company Code – TC01


 Organization unit where individual financial statements are created
 Self-contained Chart of Accounts

► Controlling Area – TC01


 Self-contained organization unit where management of costs and revenues is
performed

► Purchasing Organization – TC01


 Organizational unit that procures materials or services

► Chart of Accounts – TC01


 List of all General Ledger (GL) accounts used

► Plants
 Organizational unit for Admin and Stockrooms
– Tarrant County Admin (all non-stock purchases) – TC01
– Sheriff (Stockroom) – TC04
– Justice Center (Stockroom) – TCJC
– Central Supply (Stockroom) - TCCS

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Finance & Purchasing Overview
Tarrant County Organization Structure

Chart of Accounts – TC01


FI • For all (AP, AR, GL, AA) process
settings

Controlling Area – TC01


CO • For management reporting
module settings

Purchasing Organization – TC01 • For all Purchasing settings


MM

Company Code –
FI/MM •Basic entity in SAP for a legal
TC01
entity

Plant – TC01 Plant - TCJC

MM • For all Logistics settings

Plant – TC04 Plant - TCCS

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Finance & Purchasing Overview
Tarrant County Implementation

Tarrant County terms:

 GASB – Governmental Accounting Standards Board


 Go-Live – date when SAP module is scheduled to run live in production system
► Phase I – 10/01/03 HR/Payroll
► Phase II – 07/06/04 Financial/Purchasing
► Phase III – 04/01/05 Budget Prep
 Legacy System – existing County system that either interfaces with SAP or
provides data for start up of SAP
 Production System – live SAP system used for normal operations
 SME – subject matter expert; County employee who has experience or
expertise in a specific functional area
 TITAN – Titan Integrated Task Access Network; County implementation of
SAP system

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Finance & Purchasing Overview
Tarrant County Implementation
Why Change??

 Systems with duplicate data


 Have to use different systems to
enter and get information
 Have to wait for processing to get
data

What Does Business Change Involve?

 Changing the way we work


 Changing our roles
 Changing the ‘tool’

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Finance & Purchasing Overview
Tarrant County Implementation
How Will Change Affect Us?
 Major changes such as Tarrant County is implementing will have an initial effect
on peoples’ performance
 Over time, the benefits achieved will far outweigh the initial impacts
Productivity

Time
Initial Maximum Continuous
Change Benefits Improvement
Achieved

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Finance & Purchasing Overview
Lesson 3: Finance & Controlling Modules

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Finance & Purchasing Overview
What is FI and CO?
Financial Accounting (FI) and Controlling (CO) are independent components in the
SAP system. The two components are tightly integrated and the data flow
between them takes place on a regular basis.

FI
General
Manages all financial accounts
Ledger
Accounts
FI
Manages vendor invoices
Payable

FI
Accounts
Manages customer billing
Receivable

FI
Asset Manages fixed assets and
Accounting depreciation

CO Controlling Manages responsibility accounting


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Finance & Purchasing Overview
Reporting Overview
Auditors
EXTERNAL Journalists
AGENCIES Media Tax
Authorities

Insurers

FI
Financial
Accounting
External
Financial
Analysts

External
Financial Statements

Managerial Reports Internal


CO
Controlling
Internal
Tarrant County
Management

Tarrant County
Employees

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Finance & Purchasing Overview
Financial Accounting (FI)

The FI module is designed for automated management and


external reporting of general ledger, accounts receivable,
accounts payable, asset accounting, and other sub-ledger
accounts within the chart of accounts
This is the key component structure of financial
accounting
Master General Accounts Accounts Fixed Periodic
Records Ledger Payable Receivable Assets Processing

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Finance & Purchasing Overview
Financials (FI)
General Ledger (GL) Financials
(FI)

General
Ledger

Asset
Accounting

Accounts
Payable
 Used
 Usedfor
forexternal
external  Contains
reporting
Accounts
reporting Receivable

 Document
 Documententry
entry ► General Ledger
 Account
 AccountManagement
Management Accounts
► Chart of accounts

al
er r
en ge
G ed
L

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Finance & Purchasing Overview
General Ledger (GL)
Roles & Responsibilities Financials
(FI)

General
Ledger

Asset

Departments
Accounting

Accounts
Payable

 Display general ledger accounts, documents, Accounts


Receivable
and line items

Auditor

 Maintain G/L accounts


 Approve and post documents

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Finance & Purchasing Overview
Financials (FI)
Accounts Receivable (AR) Financials
(FI)

General
Ledger
 Processes
 Processescash
cashreceipt
receipt  Contains Asset
transactions
transactionsfor
foreither
either
Accounting
► Customers
accounts
accountsreceivable
receivableoror
Accounts
Payable

revenue ► Billing logic


revenuetransactions
transactions Accounts
► Dunning Receivable

 Invoices
 Invoicesor
orbills
billscustomer
customer
for
foramount
amountdue
due

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Finance & Purchasing Overview
Accounts Receivable (AR)
Roles & Responsibilities Financials
(FI)

General
Ledger
Departments Asset
Accounting

 Record cash receipts into Cash Journal Accounts


Payable
 Enter customer invoices / credit memos to create Accounts
receivables Receivable

Auditor
 Check entries and posts cash journals
 Perform new customer setup

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Finance & Purchasing Overview
Financials (FI)
Accounts Payable (AP) Financials
(FI)

General
Ledger

 Process
 Processinvoices
invoices  Contains Asset
Accounting

 Generate
 Generatewarrants/checks
warrants/checks ► Vendors Accounts
Payable
by
bydue
duedate
dateor
ordiscount
discount ► Warrants
date
date ► Checks
Accounts
Receivable

 Produce
 Produce1099
1099Reports
Reports

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Finance & Purchasing Overview
Accounts Payable (AP)
Roles & Responsibilities Financials
(FI)

General
Ledger
Department Asset

 Enter Invoice Documents Accounting

 Park documents when invoice verification fails Accounts


Payable

Accounts
Receivable

Auditor
 Maintains Vendor Master
 Reviews entered documents (except parked documents) and
releases invoices for payment
 Reviews parked documents to resolve problems; may
contact the vendor, requisitioner or buyer.
 Issues checks for invoices with a free for payment status

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Finance & Purchasing Overview
Financials (FI)
Asset Accounting (AA) Financials
(FI)

General
Ledger

 Provides
 Providesmanagement
managementof of  Contains
Asset

capitalized
capitalizedor
ortracked
Accounting
tracked
assets
assets ► Tag numbers Accounts
Payable

► Asset Classes
 Generates
 Generatesdepreciation
Accounts
depreciation Receivable
transactions
transactionsfor
forthe
the ► Depreciation profiles
general
generalledger
ledger ► Capitalized assets
► Tracked assets

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Finance & Purchasing Overview
Asset Accounting (AA)
Roles & Responsibilities Financials
(FI)

General
Ledger

Asset

Department
Accounting

Accounts
Payable

Create the asset shell at the requisition stage Accounts


Receivable

Auditor
Maintain asset master records
Issue asset tags for Capital and non-computer
low value assets
Update the records for additional information
such as serial numbers
Update Capital Asset record master data

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Finance & Purchasing Overview
Controlling (CO)
The CO module represents the County’s flow of costs and
revenue. It is also a management instrument for
organizational decisions. A key tasks is the analysis of FI
data. Variances can be determined by comparing actual
data with plan data.

This is the key component structure of Controlling:

Cost Element Cost Center Internal


Accounting Accounting Orders

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Finance & Purchasing Overview
Controlling (CO)
Controlling
(CO)

 Used
 Usedfor
formanagerial
managerial  Contains
reporting
reportingor
oractivity
activity ► Cost Centers
reporting
reporting ► Projects
 Used
 Usedtotocollect
collectand
and ► Internal Orders
allocate
allocatecosts
costs

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Finance & Purchasing Overview
Controlling (CO)
Roles & Responsibilities
Controlling
(CO)
Department

 Display:
CO reports
Cost center/cost center group data
Internal order/internal order group data
Budget information for internal orders

Auditor

 Display CO reports
 Create, change, and display:
Cost centers/cost center groups
Internal orders/internal order groups
Internal order budget information

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Finance & Purchasing Overview
FI/CO, GM & FM Integration & Terms

FI/CO GM FM

Grant Grant Grant

Fund Fund Fund


Cost center, Sponsored Program Fund Center, Funded
Functional Area Program, Functional
Area
Cost Elements & Sponsored Class Commitment Item
GL Accounts

Fiscal Year Budget Validity


Period
Fiscal Year

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Finance & Purchasing Overview
Grants Management (GM) Grants
Management
(GM)
 Plan,
 Plan,budget,
budget,identify,
identify,obtain,
obtain,
and
andrecord
recordall
allfunding
fundingrelated
related
to
toawarded
awardedgrants
grants
 Contains:
 Differentiate
 Differentiatebetween
between
eligible ► Grant lifecycles
eligibleand
andineligible
ineligiblecosts
costs
► Grant details
 Bill
 Billand
andrecord
recordsponsor
sponsor ► Grant reports
amounts
amounts
 Record
 Recordandandreport
reportall
allrelated
related
costs,
costs,revenues,
revenues,and
andrequired
required
information
information

44
Finance & Purchasing Overview
Grants Management (GM)
Roles & Responsibilities Grants
Management
Department (GM)

 Display
Grants
Grant budgets
Grant reports

County Administrator’s Office


 Display
Grants
Grant budgets
Grant reports
 Create grants

Auditor
 All above
 Maintain grant master data
 Manage grant cycles
 Monitor grant postings
Finance & Purchasing Overview
45
Funds Management (FM)
Funds
Management
(FM)

 Maintains
 Maintains budgetary
budgetary  Contains
control
controlfor
forall
allexpense
expense ► Funds
activity
activity ► Fund Centers
► Commitment Items

$$$$$

Budget Officer

46
Finance & Purchasing Overview
Funds Management
Roles & Responsibilities Funds
Department Management
(FM)
 ‘Pre-post’ budget transfers for adjustment
within their own level of departmental control
 Post transfers within budget control
categories of commitment items

Budget Office
 ‘Pre-post’ budget transfers between departments
 Generate report listing pre-posted transfers
needing Commissioner’s Court approval
 Post transfers after approved by Commissioners
Court
 Create supplement, return, and entry budget
documents

Auditor
 Create and change funds block
 Create and change funds reservation
 Create and change funds commitment
47
Finance & Purchasing Overview
Lesson 4: Materials Management Module (MM)

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Finance & Purchasing Overview
Materials Management (MM)
The MM application component supports the
procurement and inventory functions occurring
in day-to-day business operations such as: materials
planning and control, purchasing, goods receiving, and
inventory management. Invoice verification is an MM
function but is executed by Accounts Payable.

This is the key component structure of Materials


Management:

Invoice
Master Inventory
Purchasing Verification –
Records Management
(Done by AP)

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Finance & Purchasing Overview
Materials Management (MM)
 Purchasing is responsible for:
► External procurement of materials and services
► Determination of sources of supply (vendors)
► Monitoring deliveries from vendors
 Inventory Management is responsible for:
► Management of stocks
► Planning, entry, and documentation of all goods movements

 Key Terms
► A purchasing organization is an organizational unit that procures
materials or services. It negotiates purchasing conditions for
plants assigned to it.
► A plant is an operating unit that makes goods available for
distribution.

50
Finance & Purchasing Overview
Materials Management (MM)

Purchasing Integration

Materials Funds Grants


Grants
Financials Controlling Management
Management (FI) Managemen
Management
(MM) (CO) (FM) (GM)
(GM)

Purchasing

General
Inventory Ledger

Asset
Log. Invoice
Accounting
Verification

Accounts
Payable

51
Finance & Purchasing Overview
Materials Management (MM)

Integration of Inventory
Funds Grants
Materials Financials Controlling Management Management
Management (FI) (CO)
(MM) (FM)
(GM)

Purchasing General
Ledger

Inventory

Log. Invoice Asset


Verification Accounting

Accounts
Payable

52
Finance & Purchasing Overview
Materials Management (MM)
Materials
Management
(MM)

Purchasing
Purchasing

Inventory

 Use
 Useto
toorder
orderor
orcontract
contract  Contains
for
forgoods
goodsor
orservices.
services. ► Requisitions
 Supports
 Supportsrequests
requestsfor
for ► RFQ
quotes
quotesfrom
fromvendors
vendorsforfor ► Purchase orders
goods
goods ► Vendor Performance
 Processes
 Processesreceipt
receiptof
ofgoods
goods ► Contracts
► Vendor

53
Finance & Purchasing Overview
Materials Management (MM)
Purchasing Roles & Responsibilities Materials
Management

Departments (MM)

 Create, change, display purchase requisitions Purchasing

Material
Service Inventory

Asset
Grant
 Create asset shell
 Approve purchase requisitions
 Post goods receipts
 Post service entry sheets
 View material mater, vendor master, and service
master records

Purchasing Department
 Display/report on vendor, material, and service
master records
 Create, change, display purchase orders and RFQs
 Display/report on quotation and purchase order
price histories
 Maintain bids, Info Records, source lists, outline
agreements, and contracts
54
Finance & Purchasing Overview
Materials Management (MM)
Inventory Materials
Management
(MM)

 Use
 Usefor
forsupplies
suppliesinventory
inventory Purchasing

 Supports
 Supportsstoring
storingand
andissuing
issuing
goods
goodsfrom
fromwarehouses
warehouses
Inventory

 Contains
 MRP
 MRP(materials
(materialsrequirement
requirement ► Plants
planning)
planning) ► Delivery Addresses
 Physical
 Physicalinventory
inventoryprocessing
processing

55
Finance & Purchasing Overview
Materials Management (MM)
Inventory/Audit Contracts Roles & Responsibilities Materials
Management
(MM)

Departments Purchasing

 Display/report on vendor master records, material master Inventory


records, material documents, service master records,
purchase orders, and contracts
 Process goods movements
Goods receipt
Goods issue
Reversals
 Post service entry sheets

Purchasing Department

 Display/report on vendor master records, material master


records, material documents, service master records, purchase
orders, RFQs, and contracts
 Create/change contracts
 Create/change purchase orders

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Finance & Purchasing Overview
Materials Management (MM)
Inventory/Audit Contracts Roles & Responsibilities Materials
Management
(MM)
Warehouse Stock Clerks
 Display/report on vendor master records, material master Purchasing

records, material documents, service master records,


purchase orders, and contracts Inventory

 Process goods movements


Goods receipt
Goods issue
Reversals
 Run various inventory management reports
 Perform MRP (materials requirement planning) and post to
funds management
 Perform/enter physical inventory counts
 Create, change, and display physical inventory documents
 Create purchase requisitions for stock replenishment

Auditor

 Display/report on vendor master records, material master


records, material documents, service master records, purchase
orders, and contracts
 Create/change contracts
 Create/change purchase orders
 Process goods movements
 Post service entry sheets 57
Finance & Purchasing Overview
Lesson 5: Getting Help

1 Review the on-line help in SAP

2 Review your training materials


and notes.

3 Ask your peers or super user for


assistance.

58
Finance & Purchasing Overview
Tarrant County Help

Problems with running tutorials?


 Training Mailbox –
titansaptraining@tarrantcounty.com

After utilizing the various methods of help on


the previous page, if you still have questions or
problems
or

If you have problems at any time with accessing


SAP, printing, computer or network problems,
etc.
Contact the Tarrant County IT Help Desk at
817-884-3507 59
Finance & Purchasing Overview
Lesson 6: Accessing Training Materials
 All TITAN training materials for Finance & Purchasing are stored on the
Tarrant County website
 This website is accessed through your Internet Explorer from any computer
that has internet access; you do not have to be on the Tarrant County
network. The URL for direct link to the Training Materials website is:
http://www.tarrantcounty.com/titan/lib/titan/training/index.asp

 Set up this website as a favorite in your web browser for quick future access

 Enter the URL above in the address


field in your browser
 When you reach the website, go to
Favorites>Add to Favorites in the
Browser menu
 A pop-up window will be displayed with
a default name for the site. Click OK.
 To access this site in the future, just
click on the Favorites item in the browser
menu and highlight the name for the
website. You will go directly to the
website.
60
Finance & Purchasing Overview
Accessing Training Materials (cont’d)

 Review the instruction page to understand how to use the website


 Click on the Courseware link at the top of the Instruction page
 A Listing of Courses will be displayed

 Click on the Course Title to see a general description of the


content of the course
or
 Click on one of the buttons beside the Course Title to go directly
to either the Overview, Quick Reference Cards, or Tutorials
 These training materials will be available for your use and
reference at any time
61
Finance & Purchasing Overview
Running Tutorials
 An additional learning tool is being provided with the Phase II SAP
implementation -- Tutorials
 Tutorials are simulations of the SAP system that take you through a
transaction step-by-step in a mock SAP environment
 These can be viewed in two ways:
► As a movie that takes you through the transaction in a demonstration, or
► As an interactive, hands-on practice session that stops at each step and directs you
to make entries in fields or take actions per instructions provided by the wizard
and in the bubbles

 Tutorials are provided with each course in the Finance and Purchasing training
 A list of the tutorials is provided at the end of each course.
 Go to the Training Materials website to access and run these tutorials.
Detailed instructions are provided on the website when you click on the
Tutorials button

Happy Tutoring!!
62
Finance & Purchasing Overview
Training Sandbox
 An SAP environment (Training Sandbox) where you can practice
your skills in a real instance of SAP will be available after mid-
June
 The sandbox can be accessed through the standard logon process
discussed in Lesson 2 of the SAP Basic Navigation course

 The only differences are:


 Highlight the Training environment on
the logon pad
 Click logon
 Enter 520 in the Client field
 Enter the same User Id and Password
you are assigned for Production

Feel free to practice any of the tasks in the basic navigation course
and any of the transactions included in other courses you take.
Use the Quick Reference Cards to walk you through the
transactions.
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Finance & Purchasing Overview
COURSE SUMMARY
 Congratulations!!
 You have completed the Finance & Purchasing
Overview and have reviewed the following topics:
 SAP system and integration
 Tarrant County implementation
 Terminology
 High level functionality:
 General Ledger
 Accounts Receivable
 Accounts Payable
 Asset Accounting
 Controlling
 Grants Management
 Funds Management
 Materials Management
 Getting Help
 Accessing training materials
 You are now ready to complete your role-specific
training courses
64
Finance & Purchasing Overview

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