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: Central Finance Processes & Compliance

Responsibility area: Coordinate the document types management

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

Spot requests


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



Previous operation << >> Next operation



1. Objective and Scope

1.1. Objective of this Operation

The aim of this operation is to describe what to take into consideration when it is requested a new document type or the deletion of an existing document  type.


1.2. Scope

To be applied for PF1,WP1 and PI1 ERP systems.


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 receive a request for a new document type to be created and I assess it

3.1.1. I receive a request for a new document type and I assess it

3.1.2. I request DT to create a new document type

...


3.2. I receive a request for deletion of a document type and I assess it

3.2.1. I receive a request for deletion of a document type and I assess it

3.2.2. I request DT to delete an existing document type

...


End of document.