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: 1. Enter the Domain identified in OPD matrix (for Country specific operations, Domain = Country Accounting)

Responsibility area: 2. Enter the responsibility area described in OPD matrix ("N/A" for Country Accounting Operations)

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 Form name



Attachments

8. Add the link to attachments or external links




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1. Objective and Scope

1.1. Objective of this Operation

Monthly Business Survey for WP1 UK entities requested by UK Office for National Statistics.

1.2. Scope

WP1 entities:

60680 - Solvay Solutions UK Ltd

7771 - Cytec Engineered Materials Ltd

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

Monthly Business Survey for UK entities, filled in the Office for National Statistics online platform -  https://surveys.ons.gov.uk/sign-in/. 

Gdrive folder for 6068 is HERE.

Gdrive folder for 7771 is HERE.

3.1. I retrieve data from SAP KE30

3.1.1. Go to T-code KE30

Operating concern :  Z006
Type of Profit. Analysis :  costing based    

Press  

From list choose - ZZZ-SOLV00 IFRS Periods/Year

Press execute button

Fill in as per example (screenshot), take current year and current month, choose company which is needed. 

Press execute button

from "Navigation table" (above the lines highlighted in light blue) find and double click on Ship-to Country

In tab Navigate (at the top) choose <- Ship-to country

Click on one of the columns (ie Qty Invoice) then, in tab Edit (at the top) choose Column(s) On/Off

De-select all using

Then find and select Market Product Sales and Service Sales execute with


Click on one of the column headings (ie Period). Then, in tab Edit choose Column(s) and De-select 'Year'

Click on and copy report to XXL

Choose Ship-to Country

Choose Table and Microsoft Excel 

The data comes up in a spreadsheet

3.2. I update the working file

3.2.1. Go to working file 

Link for 60680 HERE

Link for 7771 HERE

Copy Blank template sheet and rename it as month which is needed

Copy and paste the data into working file cell N4 of the new sheet you have copied for the month.

Update formulas in cells - O2, P2, Q2, Q3, Q4

Find GB United Kingdom amounts, color the values in different color and identify the total amount in cell Q3

Check if all values matches and formulas are correct. 

Submit the data in ONS online platform - link HERE

3.2.2. For quarterly survey

Add employee data from spreadsheet received from Hugo Santos (7771) and Dean Boden (6068) regarding number of employees, into current quarter's additional table which is called Employee information.

The information should be filled manually. Do not copy / paste the report.
This information is  only needed every quarter, not every month


End of document.