Tasks to be completed when documenting an operation (from creation to publication)
1. Enter the Title of the operation / page
2. Add the following Labels:
Scope of applicability: ww, country_accounting
Country or group of countries (if applicable): belux, china, france, italy, lam, nam,uk_ie, bulgaria, dach, netherlands, iberia, poland, latvia, australia, india, japan, south_korea, thailand, singapore, new_zealand, emea_transversal, apac_transversal
Unit and Domain according to the List of labels to be used in the Finance Service Line space
- E.g. 1: WW Operation in Financial Accounting under domain "Central Finance Processes & Compliance":
- Labels to be used: ww, financial_accounting, central_fin_proc_compliance
- Labels to be used: ww, financial_accounting, central_fin_proc_compliance
- E.g. 2: France Operation in Financial Accounting:
- Labels to be used: country_accounting, france, financial_accounting
(for country operations, the Domain is always country_accounting)
- Labels to be used: country_accounting, france, financial_accounting
- E.g. 1: WW Operation in Financial Accounting under domain "Central Finance Processes & Compliance":
3. Fill in all fields as described above
4. Name the title of each section using OPD methodology naming convention - Infinitive verb without the “to”, mainly action verb...something) -" I do something..."
5. Once the description of the operation is completed, ensure it is approved and published by launching the SBS-Finance approval workflow
Domain: Investments & Divestments
Responsibility area: Control SBS IS Projects
Table of contents
Scope
ERP
PF2
Frequency
D-5 to D-4
References
Forms
Attachments
I create/maintain CATS users
<< I create missing CATS report >> I control CATS hours
1. Objective and Scope
1.1. Objective of this Operation
Check, for people belonging to GBS cost centers in terms of CATS, what are the ones not fully completed, reported by cost centers and by person.
1.2. Scope
The scope of Missing CATS report for GBS IS is for all legal entities in PF2.
2. Definitions
See Finance Glossary:
3. Tasks description
3.1. I run missing CATS report
3.1.1. Run “ZJ12” SAP transaction : List status transfer CATS hours to CO
- Upload your GBS cost center list from the Time Allocation google sheet
- Select "Only incomplete posting"
- Enter the closing month period
- Enter "2" in the Hirarchy levels fields
- Execute the transaction by pressing
(F8)
3.1.2. Meaning of ZJ12 transaction result
3.1.3. How to extract the result of ZJ12 in Excel (if you need) ?
- List → Export → Spreadsheet and Save your document.
Meaning of ZJ12 result uploaded:
3.1.4. Download the Missing Cats report referring to the previous period from Google drive
3.1.5. Update the document with the result obtained from ZZJ12
- Unhide the tab ZZJ12
- Delete the data from columns A to G
- Update the data with the result obtained from ZZJ12
- Guarantee that there are no N/A results in the columns H to K. If there are, it is needed to update the hidden tab with the "year" with the information regarding the personnel number. This information may be gathered from the Time Allocation google sheet file:
- Indicate if the user is internal or external;
- Complete the service line, team and cost center information
3.2. I upload the missing CATS report into Google drive
Upload the missing CATS report in Google drive in the corresponding year and month in scope and convert the file into google sheet format.
3.3. I share the missing CATS report with IS Controllers
Send an email to the IS Controllers with the file attached.
