Are you struggling to remember SAP transaction codes? Are you using too many clicks to drill down to the SAP transactions you frequently use? A super useful feature that many consultants and SAP users forget is: FAVORITES on the SAP menu.
Creating Favorites allow you to build your own SAP personalized menu. The transactions you use day in day out will be just a click away and named according to your preferences.
SAP Favourite Basics
You can manage your own SAP menu Favorites in 2 ways:
- The SAP menu bar:
- Right click on the Favorites folder to access its context menu:
Using the Favorites menu on the SAP menu bar or the context menu of the Favorites folder, you can:
- Add/Edit/Delete your own Favorites menu path.
- Organize your transactions by creating folders.
- Rename the transactions.
Alternatively Use the short-cut icons highlighted below to add/edit/delete or change the place of the transactions in your favorites list.
Steps to Create/Edit/Delete Favorites
Let’s demonstrate these functions through a practical example. We will go through the steps to Add, Edit and Delete a Sales Order from our Favorites folder.
Create Favorites
In the SAP menu, select the folder or transaction that you want to add to your favorites. Then simply drag and drop it onto the favorites folder or just press the corresponding short-cut icon .
Example: Go through the SAP menu: Logistics -> Sales and Distribution -> Sales -> Order -> Select the Create option then add to the favorite folder by using icon.
The Folder or Transaction you choose will be copied to your Favorites folder.
Alternatively you can add a Favorites Path by directly inserting the transaction code chosen from context menu of the Favorites folder or in the SAP menu bar.
Note that the menu item is not removed from the SAP menu but only copied to our Favorites menu.
Edit Favorites:
You can change the name of the menu path by highlight the path in the Favorites folder and choosing the short-cut icon , then change the name of the transaction selected.
Deleting Favorites
To Delete SAP favorites select the transaction path that you want to delete and press the Delete icon .
There is also the option of deleting all of the favorites in one single click from the context menu of the Favorites folder as shown in the screenshot below:
Note that all these functions can be accessible also through the SAP menu bar.
Add Folders to Favorites
It’s good practice to create Folders in Favorites especially if you’re working on several different areas of SAP. Creating Folders help you build a personalized menu suiting your own needs while keeping your transaction list organised.
How to Create SAP Folders For Your Favourites
From the context menu of the Favorites folder, choose Insert folder option as shown below
A ‘Create a Folder in the Favorite List’ pop up appears in which you insert the name of your folder and confirm by clicking on the Continue button.
The folder should now appear in the Favorites menu. You can add as many transactions, folders and nested folders as you wish but remember to keep your menu as simple as possible since the whole goal of creating Favorites is to minimize the clicks you need to gain access to the intended transactions.
Add “Other Objects” to the Favorites folder
You are not just limited to adding SAP Transactions to your Favourites. You can add many other objects such as Web URL’s or external file short-cuts. To do this, from the context menu of the Favorites folder choose Add other objects.
As an example, here we will choose to add a Web Address. We just need to enter a description and the website URL followed by the Continue button.
The URL and the description appear in the Favorites folder. If you click on the link, the browser with the correct page will open.
Summary
The main purpose of creating Favorites is to make your most used transactions easily accessible, so make sure the folders and short-cuts you add are kept simple. Don’t make your own menu trees as complicated as the standard SAP delivered ones. Keep things simple.