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

    • 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. Once the description of the operation is completed, ensure it is approved and published by launching the SBS-Finance approval workflow 




Domain: Country Accounting



Responsibility area: N/A


Table of contents 

By default the table of contents displays Heading 1 & Heading 2 (other levels can be added)



Scope

3. Remove the icon when not applicable


ERP

4. Remove the icon(s) when not applicable


Frequency

5. Remove the icon(s) when not applicable

 


References

6. Add the link to SAP transaction(s) (when it exists)


Forms

7. Insert the links accordingly and change the link text with the OP name

Person Responsible

Position


Attachments

8. Add the link to attachments or external links



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1. Objective and Scope

1.1 Objective of this Operation

This procedure explains how to create OINI projects (R&D WBS) in SAP for Brazilian companies.

1.2 Scope

Brazilian companies in WP1.


2. Definitions

See Finance Glossary:


3. Tasks description

There are 3 types of creation request:

  • 1st level - Beginning - OINI heading

  • 2nd level - Project

  • 3rd - Subproject

The difference is in the field "level" that must be filled accordingly.


The requests can have 2 formats: For the 1st creation, it is sent only a template with some information in square format.

  • 1st format: request with the information in square format


In this type of request, the name of the heading is not informed, we need to search it in CN43N

Fill in the field WBS element with "BR001*"


Select the column "Project definition", sort by descending order and see which is the last project created.


  • 2nd Format: from the 2nd level onward, the requester sends an excel file and a Google Drive link



  • Both formats must have the following information:
    • Company
    • Period
    • Project type
    • Level
    • Project name
    • Area or CGU (in order to search the profit center)
    • Cost center
    • Division
    • Profit center
    • Entry date (in case of a new project)
    • Manager / requester
    • Responsible
    • Type (if it is OI or RD - for OINI is RD)

3.1. I create the heading of the WBS Expense

CJ01

  • Insert the number of the new project in the field Project Def.
  • Select option Z025 - Overhead Costs



ENTER


In this step, we have the following information:

  • Project name
  • Person responsible
  • Plant
  • Profit center
  • Date

 


If you need to search for the responsible, click on the icon .

In case of doubt, search it in "Person responsible" tab.


In "Long text", insert all the information you received from the requester.


In the top of the screen, click on "Details" in the field "Customer Fields"


The IECRA must have the last digits of the profit center informed

Add information in the fields that are in blank

Click on  to go back and then in the  


Here, you will include the assessment information

Three very important points of attention:

  1. In the column "WBS element", it is necessary to add the level of the project (1 = heading, 2 = project and 3 = sub-project)

  2. In the column "Type", add "RD"

  3. The last line of the project should have a flag in the column "CICn" (to determine that this element receives costs)


In "Total" tab, drag until the field "Cost Center" to add the number in the request.


Select the line, go to "Details", "Cust. Fields WBS elem"


IECRA (it can be filled automatically)

WBS family (the standard is R&I)

Position (only if it is not filled automatically)

If the request is only for creation of the heading, save itand this process is finished.

3.2. I add a project and a sub-project