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: Costing

Responsibility area: Ensure Costing Allocations

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




Attachments

8. Add the link to attachments or external links



Previous OP << >> I check that cost centers are balanced





1. Objective and Scope

1.1. Objective of this Operation

The purpose of this document is to describe how to prepare COPA mass reclassification in WP1/PF1 via KEFC macro template

1.2. Scope

WW

2. Definitions

Finance Glossary:Finance Glossary:


3. Tasks description

3.1. I am informed / I verify that COPA corrections are needed.

The KEFC in an transaction where the user can make manual entries directly in COPA without sending a request thought the ticketing tool.

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

The postings can only be performed based on the pre-approved templates. If the posting to be performed is not available in the templates there is a dedicated flow to request the creation (see 3.2).


3.1.1. Step 1 of Task 1 (I do something...)

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


3.2. I perform massive COPA corrections.

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

3.2.2. Step 2 of Task 2 (I do something...)


End of document.