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

Define how the posting schemes will be defined and inserted in the Portal inside SAP

How to post entries trough the JE Portal


1.2. Scope

WW


2. Definitions


See Finance Glossary:

  • ...


3. Tasks description

The JE Portal tool inside SAP is a tool where the user can make entries inside SAP without making a request thought ticketing tool.

Inside the Portal, the user will find the postings schemes already approved to be posted.


3.1. I post an entry in JE Portal 

3.1.1. I post a document in SAP

I enter in transaction ZZF_POSTING_FILE and click in the button "Journal Entries Cockpit".

The following screen will appear:

With the option "Create a Journal Entry" selected, fill in the necessary fields:

Template ID :which can be chosen in the search button   If I do not know the name of the ID, I can search in Library what is the best option for my posting.

Library link:


3.1.2. Step 2 of Task 1 (I do something...)

...


3.2. I request a new posting scheme

3.2.1. I identify a new posting scheme not yet available in portal

When the user wants to post an entry not yet available in the portal, he needs to send an e-mail to (****) in order to get the approval for the new posting scheme. If (*****) approved it, the user needs to forward the e-mail with the approval to (add a group of e-mail) .

This team will add the new scheme inside JE Prortal in SAP and it will be available in xx days to be used.

3.2.2. I do not receive the approval for the new posting scheme

If I send an e-mail to (***) and do not get the approval, I can post my entry as miscellaneous posting, which will generate a workflow for (CAM?) to approve the entry.

3.3 Manual JE out of portal during peak period

If an entry is urgent, not available inside the portal and the approver is not available, the user can use the ticketing tool to request the posting with the correct justification.


3.4 I am from Portal team


3.4.1 I receive the e-mail from an user with (**) approval to insert in the tool


3.4.2 I analyze the dashboard

Every month, I have to identify if any "


4. Approvals and Validations


Who can make entries with templates already available trough portal?

All users inside their respective authorization (GBU/Company code)


Who can approve the entries if no template available in portal?


What will be the threshold for the posting inside closing? (To solve blocking control (3K) )


Who can approve posting scheme to be added in portal?


Who can insert the data approved inside the tables to fill in a new template in portal?


Who will be the owner of the  portal dashboard?

End of document.