Objective and Scope
This Operating Procedure aims to describe necessary steps when it is needed to create Employee vendor (T&E) for reimburse claim along with some special conditions or requirements of APAC country.
Requirement of T&E code creation
- Requester must be HR or HtR (Hire-to-Retire) which can check in Solvay organization Chart in Solvay one or contact in Solvay mail
- Required information :
- Name of employee (English and Local Language)
- Company code/ Entity
- Employee's Solvay email (e.g. xxxx.yyyy@solvay.com)
- Bank account details (Bank name, branch name/code and account number)
- HR staff code (if applicable)
Employee Code Creation
Duplication Checking
1
# | Main activities | Tips/Best practices | Key points |
1 | Double click on target system that you are going to create employee code. |
| WP1 - Select PF1 - Select |
# | Main activities | Tips/Best practices | Key points |
2 | Hit 'Enter' |
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3
# | Main activities | Tips/Best practices | Key points |
3 | Put transaction code 'XK03' in transaction field. |
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4
# | Main activities | Tips/Best practices | Key points |
4 | Check duplication base on name and bank account number by clicking on the right side of vendor field |
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5
# | Main activities | Tips/Best practices | Key points |
5 | In 'Vendors (General)' tab, check duplication by entering employee name in 'Name' field. Then hit 'Enter' | Only name will be used in duplication checking.Replace the space in employee name by * , also in the front and back of the name. | * is using for multiple selection |
76
# | Main activities | Tips/Best practices | Key points |
6 | Check duplication from banking details. Click to expand the list. |
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7 | Select |
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8
# | Main activities | Tips/Best practices | Key points |
8 | Put account number in 'Bank Account' field. Then hit 'Enter' |
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11
# | Main activities | Tips/Best practices | Key points |
9 | For those who have name in local language, check duplication from local name. If do not have, jump to steps of creation. |
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10 | Follow (6) to open 'Vendor Address (Local language)' |
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11 | Select |
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1213
# | Main activities | Tips/Best practices | Key points |
12 | Put in local language name. Then hit 'Enter'. |
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13 | Click to close searching window.If found potential of duplication, see 3.1.1.If not, got to creation steps. |
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Potential of Duplication
1
# | Main activities | Tips/Best practices | Key points |
1 | Check all details of existing code.Double click on the vendor code. | If found more than 1 potential of duplication, suggest to take note and check one by one. | Details to be checked:
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2
# | Main activities | Tips/Best practices | Key points |
2 | Check for company extension by clicking on the right side of Company Code field. |
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43
# | Main activities | Tips/Best practices | Key points |
3 | Put Vendor Code in vendor field. |
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4 | Hit 'Enter' or click to start search. | Take note on this information, it will be provided to the requester for their checking. |
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65
# | Main activities | Tips/Best practices | Key points |
5 | List of extended company code will be shown. | Take note on this information, it will be provided to the requester for their checking/confirmation. |
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6 | Click to close the window. |
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7
# | Main activities | Tips/Best practices | Key points |
7 | Check general information of existing employee code.Put vendor code in Vendor field, then hit 'Enter' to display vendor details. |
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8910
# | Main activities | Tips/Best practices | Key points |
8 | Check Name | Take note on this information, it will be provided to the requester for their checking. |
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9 | Click to view name in local language |
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10 | Click or hit 'Enter' twice to display banking details |
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1211
# | Main activities | Tips/Best practices | Key points |
11 | Click to display bank name and branch |
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12 | Check banking details - Bank name and branch
| Take note on this information, it will be provided to the requester for their checking. |
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13 | Share the existing information to requester by sending an email to him/her. |
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Steps of Creation
WP1
1
# | Main activities | Tips/Best practices | Key points |
1 | Select "ERP – Production – WP1 (RCS)" and double click |
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# | Main activities | Tips/Best practices | Key points |
2 | Hit 'Enter' |
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33
# | Main activities | Tips/Best practices | Key points |
3 | Put transaction code 'XK01' in transaction field. | Before creation, check whether there is an existing code of requested people. |
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645
# | Main activities | Tips/Best practices | Key points |
4 | Fill in Company Code | As per provided by requester |
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5 | Fill in Account Group | Always Z012 |
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6 | Click or hit 'Enter' |
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121110879
# | Main activities | Tips/Best practices |
| Key points |
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7 | Fill in Employee Name | As per provided by requester |
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8 | Fill in Search Term |
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# | Main activities |
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| Key points |
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9 | Fill in Country Key |
| Check country code by clicking on the right side of country field |
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10 | Fill in Region |
| Check region code by clicking on the right side of region field |
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11 | Fill in Email Address |
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12 | For those who have name in special characters, click to expand fields for local language updating. If do not have, jump to step 13th. |
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12.212.1
# | Main activities | Tips/Best practices | Key points |
12.1 | Select the local language to be updated |
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12.2 | Click to continue updating |
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14.614.514.414.3
1312.512.412.3
# | Main activities | Tips/Best practices | Key points |
12.3 | Fill in Name in local language |
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12.4 | Fill in Search Term for local language |
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12.5 | Click to save |
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13 | Click or hit 'Enter' to continue updating. |
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1514
# | Main activities | Tips/Best practices | Key points |
14 | For IN employee, fill in PAN in Tax No. 2 field.For other countries, skip this step. |
| PAN is an ID number of Indian |
15 | Click or hit 'Enter' to continue updating. |
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17166
# | Main activities | Tips/Best practices | Key points |
16 | Update banking details | Refer SOP of Bank Registration |
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17 | Click or hit 'Enter' to continue updating Accounting Information |
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21201918
# | Main activities | Tips/Best practices | Key points |
18 | Fill in Recon. account |
| Recon Acc. on WP1 is always '42900300' |
19 | Fill in Sort Key |
| Always '009' |
20 | Fill in Cash Management Group |
| Always 'A5' |
21 | Click or hit 'Enter' to continue updating . |
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262722232425
# | Main activities | Tips/Best practices | Key points |
22 | Fill in Payment Term |
| KR, SG, CN, JP : 0028 IN : Y025 |
23 | Check in Double Inv. box |
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24 | Fill in Payment Method |
| 'V' for all countries except IN & KR |
25 | Fill in House Bank (for IN only). |
| IN use 'CITI' Other countries, keep it blank |
26 | Fill in Supplement Code(for SG only) |
| 'SR' applicable for SG Other countries, keep it blank |
# | Main activities | Tips/Best practices | Key points |
27 | Click or hit 'Enter' to continue |
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282930
# | Main activities | Tips/Best practices | Key points |
28 | Fill in Acctg Clerk |
| Base on company location |
29 | Fill in Email Address |
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30 | For KR & IN, click or hit 'Enter' to continue updating Withholding Tax. |
| For other countries, jump to step 35th. |
3534333231
# | Main activities | Tips/Best practices | Key points |
31 | Fill in Country Key |
| Base on country code |
32 | Fill in Withholding Tax Type |
| KR use "K1" IN use "I1" |
33 | Fill in Withholding Tax Code |
| Always as "00" |
34 | Check Liable Box |
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35 | Click to save and employee code will be generated. | WP1 employee code will have 6 digits. |
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Employee Code
PF1
# | Main activities | Tips/Best practices | Key points |
1 | Select "ERP – Production – PF1 (ERP)" and double click |
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1
2
# | Main activities | Tips/Best practices | Key points |
2 | Select 'Client 020' |
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# | Main activities | Tips/Best practices | Key points |
3 | Put transaction code 'XK01' in transaction field. | Before creation, check whether there is an existing code of requested people. |
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3
654
# | Main activities | Tips/Best practices | Key points |
4 | Fill in Employee Code |
| P4 plus 8 digits of HR code |
5 | Fill in Company Code |
| As provided |
6 | Fill in Account Group |
| Always ZZPE |
121110987
# | Main activities | Tips/Best practices | Key points |
7 | Fill in Employee Name | As per provided by requester |
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8 | Fill in Search Term |
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9 | Fill in Country Key | Region code can be checked by clicking on the right side of country field |
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10 | Fill in Region | Region code can be checked by clicking on the right side of region field |
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11 | Fill in Email Address |
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12 | For those who have name in special characters, click to expand 'International Version' for local language updating |
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151413
# | Main activities | Tips/Best practices | Key points |
13 | Fill in Authorization |
| As per country Code |
14 | For IN employee, fill in PAN in Tax No. 2 field. For other countries, jump to step 15th. |
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15 | Click or hit 'Enter' to continue updating. |
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# | Main activities | Tips/Best practices | Key points |
16 | Update banking details | Refer SOP of Bank Registration |
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17 | Click or hit 'Enter' to continue updating Accounting Information |
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21201918
# | Main activities | Tips/Best practices | Key points |
18 | Fill in Recon. account |
| Recon Acc. on PF1 is always '2486010000' |
19 | Fill in Sort Key |
| Always '009' |
20 | Fill in Cash Management Group |
| Always 'A5' |
21 | Click or hit 'Enter' to continue |
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2625242322
# | Main activities | Tips/Best practices | Key points |
22 | Fill in Payment Term |
| KR, CN, JP : 0028 IN : Y025 |
23 | Check Double Inv. box |
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24 | Fill in Payment Method |
| 'V' for all countries except IN & KR |
25 | Fill in House Bank (for IN only). |
| IN use 'CITI' Other countries, keep it blank |
26 | Click or hit 'Enter' to continue |
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292827
# | Main activities | Tips/Best practices | Key points |
27 | Fill in Acctg Clerk |
| Base on company location |
28 | Fill in Email Address |
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29 | Click or hit 'Enter' to finish the creation. |
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Employee Code30
# | Main activities | Tips/Best practices | Key points |
30 | Click to save. |
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Deactivation
1
# | Main activities | Tips/Best practices | Key points |
1 | Double click on target system that you are going to block employee code. |
| WP1 - Select PF1 - Select |
32
# | Main activities | Tips/Best practices | Key points |
2 | Put transaction 'XK05' |
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3 | Then, click or hit 'Enter' |
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654
# | Main activities | Tips/Best practices | Key points |
4 | Put Vendor Code |
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5 | Put Company Code |
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6 | Then, click or hit 'Enter' |
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987
# | Main activities | Tips/Best practices | Key points |
7 | Check box |
| In case the code extended in multiple companies, mark only |
8 | Put '99' in block function field |
| In case the code extended in multiple companies, keep it blank. |
9 | Then, click to save |
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11121310
# | Main activities | Tips/Best practices | Key points |
10 | Put transaction '/NXK06'to flag. |
| /N use for open new transaction by using the same window. |
11 | Put Vendor Code |
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12 | Put Company Code |
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13 | Then, click or hit 'Enter' |
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1514
# | Main activities | Tips/Best practices | Key points |
14 | Check box. |
| In case the code extended in multiple companies, mark only |
15 | Check box. |
| DO NOT mark if the code extended in multiple companies. |
Reactivation
# | Main activities | Tips/Best practices | Key points |
1 | To reactivate data, you can follow Deactivation Steps then remove the mark. |
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