Listing Configuration Options

Objective

After completing this lesson, you will be able to recall available configuration options

Configuration Options

We won't be going into great detail about the configuration options, however it is useful to understand the available possibilities in SAP Advanced Financial Closing. First we will looks at some general configurations available:

Country/Region Groups

Defining country/region groups for financial closing enables you to monitor the completion rate and status of financial close activities on the level of country/region groups. This is how it's done:

Company Code Groups

This was previously discussed in the Reviewing the Closing Process lesson.

In company code groups, you group company codes that can be defined by the same value for a specific grouping characteristic. You create them within one specific characteristic.

Compliance Settings

The compliance settings apply to all apps that are part of SAP Advanced Financial Closing. The following options are available:

  • Anonymize Names in Emails. You can specify whether you want real names to be removed from emails sent by the SAP Advanced Financial Closing notification service. The default is no.

  • Anonymize Completed Task Lists After. You can define a number of months as the time offset after which user names are removed from completed task lists. The default value is 18 months.

  • Notify User Before Task Is Due. You can arrange for email and SAP Fiori notifications to be sent to the processing user or user responsible. You define how many minutes before a task is due users are reminded about the task.

  • Enforce SOX Requirements. Determine whether the Sarbanes-Oxley Act (SOX) compliance applies. The default value is Yes. If the selection is set to Yes, the following rules apply:

    • User responsible and processing user of a task or folder must not be the same.
    • Responsible user group and processing user group of a task or folder must not be the same.
    • If a user group contains only one user and the group is assigned as the responsible user group or processing user group, the user of the group must not be the same user as the one maintained for the other role. This rule is checked only during the consistency check.

    Note

    If you deactivate this option, no checks for compliance with the SOX requirements will be run anymore. If you activate this option again, only objects created after activating this setting will be checked for SOX requirements. To ensure SOX compliance of existing task list templates, you need to run a consistency check. Task lists that were generated before SOX compliance was required might still not fulfill the SOX requirements. However, during task approval, a check ensures that the approving user is not the same as the processing user.

Email Notification Configurations

A notification configuration assigned to a task list controls when and how processing users or users responsible are notified by email. The settings in the notification configuration apply to the task list and to all tasks in the template or task list.

User Management

To start managing users, you must have created business users and user groups in your identity provider (IdP). Users provisioned by the configured IdP are allowed to start the applications that are part of SAP Advanced Financial Closing. User information is automatically synchronized on application start.

Users must have static roles templates assigned to be able to see the respective SAP Fiori apps in their SAP Fiori launchpad. In the end, these role templates allow the corresponding app tiles to be shown on a user's launchpad. To see the available static role templates, you can check the corresponding section in the SAP help portal.

Users who are maintained in the IdP are able to sign in to SAP Advanced Financial Closing without any additional setting. They can access the apps according to the static role templates that are assigned to them.

In addition, you can upload users manually to SAP Advanced Financial Closing in advance so that you can assign user roles to them and enter them as users responsible or processing users. If certain user attributes aren't maintained in your IdP, you can use the upload function to keep these attributes up to date. In the Manage Users app, you can see all users available in SAP Advanced Financial Closing, independently of whether they were uploaded or created through their first sign-in.

Note

The information provided by the IdP always takes precedence. User attributes from the IdP overwrite the information stored in SAP Advanced Financial Closing when the users sign in to the app.

You can control and grant access to task list templates, task lists, and tasks in SAP Advanced Financial Closing. By default, users don't have access to these objects.

For more information on the configuration of user management, please check the help portal.

Log in to track your progress & complete quizzes