Processing Online Payments–User Guide Page 2 of 53
Table of Contents
1 ABOUT THIS COURSE .................................................................................................................. 4
1.1 COURSE PREREQUISITES ........................................................................................................... 4
1.2 HOW TO USE THIS GUIDE ........................................................................................................... 4
1.3 COURSE OBJECTIVES ................................................................................................................ 4
2 GETTING STARTED ...................................................................................................................... 5
2.1 INTRODUCTION TO PAYMENT METHODS ...................................................................................... 5
2.2 INTRODUCTION TO SECURITY ROLES .......................................................................................... 6
3 LOGGING IN TO SAP ..................................................................................................................... 8
3.1 LOGGING IN TO THE SAP TRAINING CLIENT ................................................................................. 8
3.2 WEBGUI VS. WINGUI ................................................................................................................ 9
3.3 DETERMINING YOUR INTERFACE ............................................................................................... 10
3.4 WELCOME PAGE ...................................................................................................................... 10
4 ACCESSING ONLINE PAYMENTS .............................................................................................. 12
4.1 ONLINE PAYMENT REQUEST IN WEBGUI ................................................................................... 12
4.2 NAVIGATING IN WEBGUI .......................................................................................................... 12
4.3 ESTABLISHING INITIAL SETTINGS ............................................................................................... 13
5 CREATING AN ONLINE PAYMENT REQUEST .......................................................................... 16
5.1 COMPLETING THE BASIC DATA TAB ........................................................................................... 16
5.2 SEARCHING FOR A VENDOR NUMBER ........................................................................................ 17
5.3 ENTERING A COST ASSIGNMENT ............................................................................................... 19
5.4 CHANGE THE DEFAULT PAYMENT METHOD ............................................................................... 20
5.5 NAVIGATING THE TREE WINDOW ............................................................................................... 23
5.6 ATTACHING SCANNED DOCUMENTATION ................................................................................... 24
5.7 ACTIVITY—PRACTICE SESSION 1 .............................................................................................. 29
6 REVIEWING WORKFLOW ........................................................................................................... 30
6.2 ACTIVITY—PRACTICE SESSION 2 .............................................................................................. 36
6.3 ACTIVITY—PRACTICE SESSION 3 .............................................................................................. 36
7 DISPLAY PARKED DOCUMENTS ............................................................................................... 37
7.1 ACTIVITY—PRACTICE SESSION 4 .............................................................................................. 40
8 MODIFYING AND DELETING DOCUMENTS .............................................................................. 41