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決算処理プロセスのレビュー

<div id="content"><p tabindex="0">ソリューションのレポートオプションを分析する前に、会社コードグループとは何か、および会社コードグループをどのように使用してレポートを最適化したかを説明しておくと便利です。</p><div class="kalturaVideoLessonWrapper"><div aria-label="このビデオでは、会社コードグループとその登録方法について説明します。" class="kalturaVideoLessonContainer" data-testid="video" id="1_hddp10uk"></div></div></div>

会社コードグループ

<div id="content"><p tabindex="0">前のビデオの最後に、<i>決算処理概要</i>アプリを少し見ました。このアプリを使用する方法と― ［<i>決算処理タスク完了</i>］で組織ユニットレベルで決算処理プロセスをレビューしますビデオをチェックアウトします。</p><div class="kalturaVideoLessonWrapper"><div aria-label="このビデオでは、SAP 拡張決算処理で決算処理タスクを処理および承認する方法を示します。" class="kalturaVideoLessonContainer" data-testid="video" id="1_7nutlr9n"></div></div></div>

組織ユニットレポート

<div id="content"><p tabindex="0">一部のユーザは、組織ユニットに関係なく、特定の領域のタスクをチェックする責任があります。これを行うには、組織ユニット全体および組織ユニット非依存のタスクに焦点を当てたビューを含むレポートを選択します。ビデオをチェックして、タスクベースのレポートアプリを確認できます。</p><div class="kalturaVideoLessonWrapper"><div aria-label="このビデオでは、SAP 拡張決算処理で決算処理タスクを処理および承認する方法を示します。" class="kalturaVideoLessonContainer" data-testid="video" id="1_atsapzmf"></div></div><p tabindex="0"></p><div class="parentsection"><div class="section"><div tabindex="0"><h3>組織アプリとタスクビューアプリの比較</h3></div><p tabindex="0">組織ビューとタスクレベルビューの間で異なる使用ケースに対応する 2 つの類似アプリセットがあることが分かりました。この 2 つのセットでは、タスクステータス、特に複数の組織ユニット (会社コードなど) が添付されたタスクの重要度が異なります。</p><p tabindex="0">1 つのタスクを含むタスクリストの単純なケースを考えてみましょう。タスクに 3 つの会社コードが割り当てられているとします。処理後、2 つの会社コードのタスクは正常に完了しましたが、残りの会社コードではエラーが含まれています。</p><p tabindex="0"><strong>タスクビュー</strong>アプリでは、常にタスクレベルでステータスが最も好ましくないステータスで集計されます。その結果、この例のタスクは、完了率 "0%" およびステータス "問題なし" で表示されます。</p><p tabindex="0">ただし、<strong>組織ビュー</strong>アプリでは、タスクは会社コードごとに 1 つずつ、3 つの異なるタスクとしてカウントされます。ここでの完了率は、成功した 2 回の実行が 2 x 100% で、失敗した実行が 1 x 0% です。そのため、タスクリストレベルを見ると、全体の完了率は 66% です。</p><p tabindex="0">2 つのビューのもう 1 つの違いは、組織ユニットがレポートビューから除外されるため、タスクビュー概要ページで提供されるカードの数が少なくなることです。</p></div></div></div>

タスクステータスレポート

<div id="content"><div class="section"><p tabindex="0">シミュレートされた演習問題の<i>決算処理概要</i>アプリで利用可能なカードをチェックアウトすることができます。</p><div class="simulationTile exercise"><div class="content"><span class="simulationLabel">演習問題</span><a href="https://education.hana.ondemand.com/education/pub/scp/index.html?show=project!PR_8AC43FD78A4E7282:uebung#" target="blank" class="simulationButton">演習問題を開始</a></div><div class="simulationImage"><img src="/illustrations/simulation-exercise.svg" alt="決算処理概要アプリケーションの使用方法を示すシステムクリックスルーシミュレーション。" class="no-zoom"></div></div></div></div>

決算処理のレビュー

<div id="content"><div class="section"><p tabindex="0">インタラクティブシミュレーションで決算処理タスクのステータスをレビューすることができます。</p><div class="simulationTile exercise"><div class="content"><span class="simulationLabel">演習問題</span><a href="https://education.hana.ondemand.com/education/pub/scp/index.html?show=project!PR_924678F06B57589D:uebung#" target="blank" class="simulationButton">演習問題を開始</a></div><div class="simulationImage"><img src="/illustrations/simulation-exercise.svg" alt="決算処理タスクリスト完了アプリの使用方法を示すシステムクリックスルーシミュレーション。" class="no-zoom"></div></div></div></div>

決算処理タスク完了の分析

Close Orchestration with SAP Advanced Financial Closing | JA

<div>Learn how to work with company code groups and grouping characteristics in SAP Advanced Financial Closing on the SAP BTP.<br><br>For more information, see: <a href="https://help.sap.com/docs/advanced-financial-closing/administration/how-to-manage-company-code-groups" rel="nofollow noopener noreferrer" target="_blank">SAP Help Portal</a></div>

How to Work with Company Code Groups in SAP Advanced Financial Closing

SAP Advanced Financial Closing enables you to perform flexible reporting, using various data points. In this video, you'll learn how company code groups can help you base your reporting on company codes and make that reporting independent of country/region assignments. Before I can get started, I need to ask myself: What are company code groups? Well, they're exactly what they sound like: groups of company codes. But there's a little more to it, so let's take a closer look. Company code groups are created within specific grouping characteristics. In total, I have four grouping characteristics that I can use. What each characteristic represents needs to be defined by my company.  For example, we've decided that grouping characteristic 1 is Region and grouping characteristic 2 is Business Size. Now, what do we do with that? As mentioned before, I create company code groups within specific grouping characteristics. Let's take grouping characteristic 1 as an example: We've defined it as Region. Within this characteristic, I can, for example, create the four company code groups North, East, South, and West. In a next step, I assign company codes to these groups. So, for example, I'll assign company code 1010 and 1020 to the region North, and assign company code 1030 to the region East.  There are some rules I need to keep in mind when I set up company code groups.  First of all, within one grouping characteristic, a company code can only be assigned to one company code group. So, I can't assign company code 1010 to East as well as to North. However, company code 1010 can have additional assignments for the other characteristics. This means that I can assign company code 1010 to a group in characteristic 2. Grouping characteristic 2 was defined as business size, so I create the two company code groups Mid-Sized and Small. Now I can assign company code 1010 to the Mid-Sized group. Keep in mind that the company codes that form one group in characteristic 1 don't have to all be in the same group for characteristic 2. So, company code 1020, which was also in the North group for characteristic 1, can be assigned to the Small group for characteristic 2. In the two reporting apps offered as Organizational Unit View, I can see how the financial close is progressing for each company code group because they also show data by grouping characteristics. So, now I know what  company code groups are, but how do I create them?  I open the Manage Company Code Groups app and here I can see one tab for each characteristic plus one more tab for an assignment overview. On the tab for grouping characteristic 1, I now create a new company code group. I provide a name and I can add a description if I need to. Now, in this new company code group, I add company codes here in the bottom section.  And that's it, I'm finished setting up this group.  I can repeat these steps for more company code groups and for the other grouping characteristics. Once I've done that, let's take a look at the Assignment Overview tab in this app. Here I can see to which groups each company code is assigned. Additionally, I can easily change the assignments for several company codes at the same time. I select the company codes for which I want to change the assignments and then I choose Change here in the table toolbar. For each grouping characteristic, I can now decide whether I want to keep, clear, or replace the existing value. If I choose to replace the value for a characteristic, I need to provide a new company code group to assign the selected company codes to. I can either start typing and select a group from the list or I can use the value help to find a group. When I'm happy with the settings for all characteristics, I choose Change in the dialog footer, and that's it, my assignments are updated. Before we conclude this introduction, let's just have a quick look at the Financial Close Overview - Organizational Unit View app. In this app, I can display the information about the different grouping characteristics and this way, get an overview of the current financial close. In the filter bar, I can also filter for specific values of the grouping characteristics. The filter affects the information in all the displayed overview cards. This concludes the introduction to reporting based on company code groups in SAP Advanced Financial Closing.  Thanks for watching, and be sure to check out our other videos  on SAP Advanced Financial Closing, especially those concerning the Organizational Unit View and Task View reporting apps.

<div>Understand how reporting based on organizational units is done in SAP Advanced Financial Closing on the SAP BTP.<br><br>For more information, see: <a href="https://help.sap.com/docs/advanced-financial-closing/user/reporting" rel="nofollow noopener noreferrer" target="_blank">SAP Help Portal</a></div>

Introduction to Reporting Based on Organizational Units in SAP Advanced Financial Closing

In this video, we'll have a look at the reporting apps in SAP Advanced Financial Closing. The reporting apps are offered in two different views, the Task view and the Organizational Unit view. In the Organizational Unit view apps, the data is based on an organizational unit level, that is, on individual task executions. Remember, if one task has multiple organizational units assigned, it'll have multiple task executions, one for each organizational unit, and these executions may have different business statuses. So, if a task has company codes 1010 and 1020 assigned, it has two task executions, one for each organizational unit. If processing for company code 1020 fails, while the processing for company code 1010 is successful, the task has a completion rate of 50% in the Organizational Unit View apps, since reporting is based on execution and not overall task status. Now, let's have a look at the Organizational Unit View apps in more detail: Two apps are available in this view: Financial Close Overview and Closing Task Completion. I can use the apps individually, but they're also designed to complement each other. To see how this works, I start with the Financial Close Overview - Organizational Unit View app. This app gives me a quick overview in a flexible layout based on individual overview cards. I can freely rearrange the overview cards, resize some of them, and set new filters.  Each card has a specific layout: A title, possibly a secondary title, a number showing either a percentage or how many entries are available in total for this card for my filter settings, and then a doughnut chart or a table. Some cards also offer a dropdown menu where I can switch between different rankings for the card. I can also adjust the overview card selection. I open the User Actions Menu, go to Manage Cards, and select or deselect cards. I shouldn't add all cards at once, since, for me, this will clutter my overview. Before we move on to the connected app, let's have a look at the Company Code Grouping Characteristic 1 card. So, what are company code groups and company code grouping characteristics? Well, company code groups are exactly what the name implies: they're groups of company codes. But the important question is: Based on what am I grouping the company codes? In company code groups in SAP Advanced Financial Closing, I'm grouping company codes that can be defined by the same value for a specific grouping characteristic. So, next question: What's a grouping characteristic? Grouping characteristics define the characteristics by which I want to group company codes. SAP Advanced Financial Closing offers four grouping characteristics. But it's up to my company to decide what each characteristic is going to represent. For example, one grouping characteristic could be Business Size. Company code groups within this characteristic could then be Large, Mid-Sized, and Small with the corresponding company codes grouped accordingly. Finally, there's one more thing I want to mention here in this app. If I click on a table entry or doughnut chart section, I'm forwarded to the Closing Task Completion - Organizational Unit View app. For example, I select a company code group from the table in one of the cards. Now, I'm in the Closing Task Completion app and I can see that the layout of this app is very different from the overview that I've just seen. In this app, I can drill down into more details and analyze the financial close. I have the filter bar on top, below that I have a chart, and at the bottom, I have a table. I've also noticed that some settings have been applied based on the overview card I used as a starting point: My filters are set to filter for the entry I selected and the views for chart and table have already been preselected. I can adjust the layout of the page by deactivating chart or table using the controls above the chart. This way, I can decide to show only the chart, only the table, or both. The chart controls offer many more settings, such as the chart type and additional View By criteria that help me personalize the chart layout.  The table at the bottom offers many details, and using the table controls, I can also adjust the table by defining filters, grouping settings, and sorting.  Note that each task execution has its own table entry  in the app due to the Organizational Unit view. From the table entries, I can jump to the specific task in the Process Closing Tasks app. This concludes the overview of the Organizational Unit view apps. Thanks for watching, and be sure to check out our other videos on SAP Advanced Financial Closing.

<div>Understand how reporting based on overall task status is done in SAP Advanced Financial Closing on the SAP BTP.<br><br>For more information, see: <a href="https://help.sap.com/docs/advanced-financial-closing/user/reporting" rel="nofollow noopener noreferrer" target="_blank">SAP Help Portal</a></div>

Introduction to Reporting Based on Task Overall Status in SAP Advanced Financial Closing

In this video, we'll have a look at the reporting apps  in SAP Advanced Financial Closing. The reporting apps are offered in two different views, the Task view and the Organizational Unit view. In the Task View apps, reporting data is based on the overall task status. Remember, if one task has multiple organizational units assigned, it'll have multiple task executions, one for each organizational unit. So, if a task has company codes 1010 and 1020 assigned, it has two task executions. If processing for company code 1020 fails, while the processing for company code 1010 is successful, the task still has a completion rate of 0% in the Task View apps  because reporting is based on the overall task status, not on task executions. Now, let's have a look at the Task View apps in more detail: Two apps are available in this view: Financial Close Overview and Closing Task Completion. I can use the apps individually, but they're also designed to complement each other. To see how this works, I start with the Financial Close Overview - Task View app. This app gives me a quick overview in a flexible layout based on individual overview cards. I can freely rearrange the overview cards, resize some of them,  and set new filters. Each card has a specific layout: A title, possibly a secondary title, a number showing either a percentage or how many entries are available in total for this card for my filter settings, and a doughnut chart or a table. Some cards also offer a dropdown menu that I can use to switch between different rankings for the card. I can also adjust the overview card selection. I open the User Actions Menu, go to Manage Cards, and select or deselect cards. I shouldn't add all the cards at once because, for me, this would clutter my overview. Finally, there's one more thing I want to mention with this app. If I click on a table entry or doughnut chart section, I'm forwarded to the Closing Task Completion - Task View app. For example, I select a task list from the table in one of the cards.  Now, I'm in the Closing Task Completion app and we can see that the layout of this app is very different from the overview we've just seen. In this app, I can drill down to see more details and analyze the financial close. On the top, I have the filter bar, below that I have a chart, and at the bottom I have a table. I've also noticed some settings that have been applied based on the overview card I used as a starting point: Filters are set to filter for the entry I selected and the views for chart and table have already been preselected. I can adjust the layout of the page by deactivating the chart or the table using the controls above the chart here. This way, I can decide to show only the chart, only the table, or both. The chart controls offer many more settings, such as the chart type, additional View By criteria, and grouping settings that help me personalize the chart layout. The table at the bottom offers many details,  and using the table controls, I can also adjust the table by defining filters, grouping settings, and sorting. Note that each task has one table entry as a whole in this app due to the Task view, not one entry for each task execution. From the table entries, I can jump to the specific task in the Process Closing Tasks app. This concludes the overview of the Task View apps. Thanks for watching, and be sure to check out our other videos on SAP Advanced Financial Closing.