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: New Financial Scheme implementation

Responsibility area: Analyse the new Financial Scheme and ensure Financial Scheme implementation and readiness

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

on 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

WHY - Describe the objective of the operation


1.2. Scope

Detail the scope (legal entities, etc.)


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 information with the need of a new Financial Scheme

3.1.1. I receive a request for information with the need of a new Financial Scheme

I receive a request for information with the need of a new Financial Scheme. The triggering agent for this should be Group Accounting and Reporting team. Usually the first contact email has all the information needed but, in case of any doubt, questions should be addressed back to GAR team.


3.1.2. I analyse the request received for new reporting needs

...


3.2. I ask for adjustments in the impacted reporting tools to meet the new Financial Scheme needs

3.2.1. I ask for adjustments in BFC tool to match the new Financial Scheme needs

3.2.2. I ask for adjustments in PF1/WP1/PI1 target systems


3.3. I guarantee the adjustments meet the new Financial Scheme needs

3.3.1. I receive confirmation that BFC tool has been adjusted to meet the new Financial Scheme needs


3.3.2. I perform testing in SAP environments to guarantee adjustments meet the need of the new Financial Scheme


3.3.3. I update the Interface tables in SAP environments.


3.4. I communicate the new Financial Scheme is implemented

3.4.1. I communicate the new Financial Scheme is implemented and ready to be used.

...


End of document.