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 




Domain: Investments & Divestments



Responsibility area: Control SBS IS Projects


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

(to delete the non applicable)(error)

Frequency

5. Remove the icon(s) when not applicable

 

 

 (to delete the non applicable)(error)

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 Form name



Attachments

8. Add the link to attachments or external links




I create WBS Elements Available Report
<< >> Next operation



1. Objective and Scope

1.1. Objective of this Operation

Provide the updated list of networks available for SBS IS projects to the SBS IS Controllers


1.2. Scope

The scope of List of Networks Available Report is for all legal entities in PF1.


2. Definitions

Definitions should be added in the Finance Glossary - Add definition and link it to respective Letter in Finance Glossary 

See Finance Glossary:


3. Tasks description

WHAT and HOW - Main content of the operation

The content should be mainly organized in 2 levels of Headings to ensure a proper link with the Table of Contents.

Select the level of heading in the "Paragraph" option.

3.1. I extract the Networks available from SAP PF1

3.1.1. Run the transaction ZZJ20

  • Enter the selection of the network : from 6000000 to 9999999
  • Select the fields:
    - WBS element status active
    - Network status active
    - Exclude blocked WBS or Network
    - Include activities in result?

  • Select : Download excel file and put where the excel file will be saved automatically

The excel file will be saved in the directory noticed in field "File path"

  • Click on Execute (or F8)

3.1.2. Download from Google drive the last version of the List of networks available report

  • Change the date in the file name
  • Open the file

3.2. I perform the necessary consistency checks

  • Unhide the tab "Networks activities detail" and past the extraction made in the point 3.1.1.
  • In the columns K "Project Type" and L "Stream" : update the tab "Matrix" with data using a VLOOKUP with the "Project Type" (OTC or CAPEX) and with the IT Stream (use the column F-Team Leader of WBS Element request file)
  • Be sure to eliminate the companies deleted from the system
  • In columns O and P, check if the project code indicated in the WBS description and Network description match the project group in column A. If not, you need to validate what is the correct information and update in the system by using CJ20N transaction and update also in the file, so there will not appear "NOK"s in the Test columns.

  • In tab "Recurrent activities" : update the pivot table with the following filter:

  • In tab "Networks-projects available" : update the pivot table by removing the rows without Group code

  • Hide the tabs "Networks activities detail" and "Matrix"

  • Save the file

3.3. I upload the Networks Available report into Google drive

Upload the Networks Available report into Google drive in the correct year and month folder and convert the file to google sheets format.

3.4. I share the Networks Available report with IS Controllers


End of document.