send an e-mail by Freshdesk to the following people

Download the report as XLS:

Go to List -> Save -> Local File:


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: Finance Data & Reporting



Responsibility area: Monitor Data Management Service Level Agreement


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


Attachments



<< >>



1. Objective and Scope

1.1. Objective of this Operation

The purpose of this document is to describe the process to produce the quantitative KPI every month for data management process. The produced KPI covers all requests submitted in the data management workflow:

  • Days for the first answer
  • Total processing time

The defined in the SLA is:

  • First answer within two working days with either confirmation that action has been done, or challenge and request for further information, excluding implementation projects
  • Full solution (action or rejection of request) within five working days, excluding implementation projects

1.2. Scope

This procedure covers the various data managed by data management team through data management workflow and the KPI for respect of SLA.

Data management team is responsible to produce the KPI every month after monthly closing.


2. Definitions

See Finance Glossary:


3. Tasks description

3.1. I download the data from Data Management Workflow tool to excel

The first step is to extract data from data management workflow to calculate KPI.

Login in PF1 client 050.

Go to SAP transaction ZZF_MDWF_REQUEST:

  • Request number: leave it as 0 to 0
  • Request status: T (which filter by requests completely processed)
  • Changed on: click on  and exclude range from the first day of the next month of the current KPI month to 31.12.9999 
  • Ignore requests closed before: adjust to the first day of the current KPI month (the extraction includes this day)
  • More columns (time consuming): flag it 
    • and then flag the option Key Performance Indicators (as the image below)
  • Layout: /KPI
  • All the other fields must be blank

See the example below for May KPI:



You will obtain a list with all information necessary to produce the KPI.

Download the report as XLS:

  • Go to List -> Save -> Local File:
  • Then select "Text with Tabs" and save the document (as .xls)

3.2. I compute Data Management indicators' data in excel

3.2.1. Step 1 of Task 2

3.2.2. Step 2 of Task 2

...

3.3. I share Data Management indicators with the related stakeholders

Send an e-mail following the structure of the previous one. Do not forget to attach the excel file.

As example:


End of document.