Title of procedures

For country procedures , the title must follow this rule:

  • Acronym of the country - Company Code (optional) Description

e.g. US - 4290 Equity Earnings

       BR - Benefits Cycles

  • More than one country:

e.g. BR and VE - Standard Cost Report

      APAC - Bank Reconciliation


For worldwide procedures , the title is defined in the Organizational Processes Design (OPD).

Check each OPD here .

Title of tasks

Each task must follow the OPD name convention - I "do" something.

Examples:

  • I create / prepare / identify / fill in / update / add / calculate / extract ...
  • I post / check / analyse / follow-up / compare / inform / archive ...
  • I receive / download / request / collect ...
  • I communicate / send / approve ...
  • I run the SAP transaction ...
  • I perform the posting ...
  • I perform a consistency check between ...
  • I provide the necessary assistance ...




How to create a procedure?

Follow the steps described in the image that exemplify the case of Italy.


How to move a procedure?

Go to the menu and press .

Click on Move.



Label convention for ww/country accounting procedures

Each ww/country accounting procedure has the following labels:

  • Unit/Domain

Check the list of labels to know which labels to use according with the unit/domain of the procedure.

E.g. If the unit/domain is Financial Accounting/Intercompany , then the labels are .


The country accounting procedures are within three units:

  • financial_accounting

  • management_accounting

  • treasury

Remark: these units do not define who perform the procedure.


  • Scope of applicability
Scope of applicabilityLabels to use
Worldwideww
Country Accounting (select according with the applicable country or group of countries)


  • belux
  • bulgaria
  • dach
  • finland
  • france
  • iberia
  • italy
  • netherlands
  • poland
  • uk_ie
  • emea_transversal


  • australia
  • china
  • india
  • japan
  • south_korea
  • thailand
  • apac_transversal


  • lam
  • nam


Label convention for SAP transactions

Each page within SAP Transaction has the following labels:

  • Type of page

    Type of pageLabels to use
    SAP Transaction Codessap_transaction
    SAP Messagessap_messages
    SAP Reportssap_report

  • Transaction code
    Write down the transaction code in lowercase letters, e .g. the label for 4KE5 is

How to add/change labels?

You have two options to add/change labels:

1. At the end of the page

Go to the end of the page and press


2. In the edition mode

Use the first option if the page is published.


In the edition mode and press


Write down the label and press Add .

Add all necessary labels and when finished press Close.


How to insert an image?

Check how solve images not available here.


TO ADD!!!!


How to insert a link?

In the edition mode, write down a description of your hyperlink.

Select the text (in the image is OPD) and press (or use the shortcut Ctrl + K ).

You have several options:

1. In the Advanced tab

Paste your link in the box Link .

Click on Insert and now your text has a link.



How to insert a macro?

E.g. Warning, information or notes boxes.

Click on .

Select Other macros .

Search the macro that you want:

1. In the Search Bar by the name

2. In the Lateral Menu by thematic

Check the example below for warning boxes:


Any macro can be inserted by writing down { followed by the name of the macro, e.g. {warning .





Finance Glossary

The Finance Glossary in confluence provides information regarding terms used in Finance.

In this glossary, we can add acronyms or terms defined in section 2 of each procedure which will be redirected to the respective letter in Finance Glossary (check how to insert a link).

In this way, we have only one repository of terms.

The Finance Glossary is within SBS - Finance - Know more.

You can select a letter in the Page Tree or in the page of Finance Glossary.


You can contribute to this glossary by adding/updating terms.

How to add a term in Finance Glossary?

Select the letter with which you term begins.

Click on


Fill in the fields:

  • Title
    Write down the name of your term, e.g. CAM
  • Definition
    Write down the meaning of your term, e.g. for CAM we can write Acronym of Company Accounting Manager.
  • Labels (leave it blank)
  • Synonym(s) (optional)
  • Abbreviation(s) (optional)

Then press Add term.

How to edit a term in Finance Glossary?

Select the letter with which you term begins.

Click on






Finally click on and your term is updated.

Since you have edit the page, you have submit it for approval. Check how to do it here. EDITT!!!


How to share a procedure?

Always use the link provided in the share button and NOT the link in the address bar.

Select the page you want to share.

Click on

You have two options:

1. Copy the link


2. Share directly from confluence

Add the people with who you want to share the page.

Include a message (optional).

Click on Share .


Check how to:


How can approve a page?

A procedure's approver depends on the type of procedure.

Check the Finance Approval Matrix to know who is responsible to approve your procedure.

Please check who have approver access in confluence here.


Also, check which procedures are in draft:

How to submit for approval?

Open the page that you want to submit for approval.

Click on XX and select XX


Search for the approver.

Press and the approver(s) will receive a notification.

You can add more than one person (in this case the procedure is only published if all reviews approve).

How to approve?




Useful links