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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

      • 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)


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 


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Domain:
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Responsibility area:

Table of contents 

Table of Contents
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Scope


ERP

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Frequency

 

References



Forms



Attachments


 

 

<<

Page_title
>>



. Objective and Scope

1.1. Objective of this Operation

 

1.2. Scope

ww


2. Definitions

See Finance Glossary:

  • ...


3. Tasks description

How do give access to end user according to role.

3.1. I receive the request

 Usually we are going to receive this kind of request:



I need to user code, the responsibility group and the system.


This access allow the users to see which accounts should be reconcile to your role.

3.2. I release access for responsibility groups.

I go to /n/bsar/menu on Master Data option:


I select Responsibility group; 


I select the current period and run;



I choose the Responsibility group to release the access;


I click on New;


I update with the user code and the role:


About the roles:

REC  - Access to the people whom will perform the conciliation.

REV - Access to check the accounts after closed, can be release to Leaders or experts in the process.

OWN - This role, is just to see the accounts but without access to edit, I usually does not give this access.

COO -  Master access, just for coordinator users.


After that, I save the information


3.3. I release access for PXY

This access allow the end users to see the automatic reports created on ARA by this process.


I go to /n/pxy/rb0 and click on menu;


I go to Master Data, select Define Users and run;


I click on New;


I include the user code, click on insert details and save;

After that click on New:


In the next box I select  Operator, View, Teams and save;



Go back to the previous screen on master data and select Define Teams;


Click to edit the Default line;


I click on new:



I include the user and save the data;


I save again:


This way all access were released.




End of document.

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