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: Finance Data & Reporting



Responsibility area: Maintain Costing Master Data


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)

KSH2

(to be confirmed!)(error)

Forms

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


Attachments

8. Add the link to attachments or external links

Rules - Cost center Standard hierarchy



I update/block a cost center << >> Next OP



1. Objective and Scope

1.1. Objective of this Operation

WHY - Describe the objective of the operation 

(to complete)(error)

1.2. Scope

Detail the scope (legal entities, etc.)

(to complete)(error)

2. Definitions

See Finance Glossary:


3. Tasks description

3.1. I receive the request to create/update a cost center hierarchy

I am informed that the standard cost center hierarchy must be amended. It can happen when:

  • There is a new cost center and its standard group doesn't exist : for instance in WP1, in each legal entity, SG&A cost centers are included in a group that is dedicated to the GBU and may be used in assessment cycles. When there is a new GBU in a legal entity, a group needs to be created for the GBU.
  • A new type of cost centers is created in a legal entity : for instance when it is the first a cost center is created for restructuring costs in a legal entity
  • In the frame of a project
  • ...

3.2. I confirm that the request is made by an authorized requester

3.2.1. Step 1 of Task 2

3.2.2. Step 2 of Task 2

3.3. I analyze and validate the information provided in the request

When a group is created in the standard hierarchy, it must be consistent with:

and

3.4. I create/update the cost center hierarchy


3.5. I communicate that the cost center hierarchy has been created/updated

I inform the requester that the standard hierarchy is updated.

End of document.