Configuring the Closing Cockpit

Purpose

You use this process to make the settings that allow you to use the Closing Cockpit for your closing activities.

Prerequisites

If you want to use the Closing Cockpit as a Web application, you need to have made the necessary settings for the configuration of the Web application. For more information, see the documentation on Business Package for Closing Cockpit .

In order that tasks be included in the Closing Cockpit , all transactions required for the process to be represented (including Z transactions, for example) need to be specified in table SCMATRANSACT. All programs to be applied must be registered in table SCMAPROGRAMS.

Note Note

For more information about including customer-specific programs in the Closing Cockpit , see SAP Note 325118.

End of the note.

Process Flow

The following figure and sections provide an overview of the different configuration options that are possible and the sequence in which the individual configuration steps need to be performed.

  • To be able to use the Closing Cockpit for automatic processes, you need to have configured it. For the configuration, you make the following settings:

    • You create a task list template

    • You assign tasks to the task list template (subfolders, transactions, programs, flow definitions, notes)

    • You define dependencies using preceding activities

    • You derive a task list and release it for the application

      To make these settings, go to the SAP Easy Access screen and choose Accounting → Financial Accounting → General Ledger → Periodic Processing → Closing and start one of the following transactions:

    • Closing Cockpit (Manage Templates and Task Lists) (transaction CLOCOC)

    • Closing Cockpit ( Create Task List) (transaction CLOCOT)

      Note Note

      If necessary, you can change the task attributes at a later time. To change an attribute for more than one task at a time, you can conduct a mass change .

      End of the note.

  • To apply the Closing Cockpit , go to the SAP Easy Access screen and choose Accounting → Financial Accounting → General Ledger → Periodic Processing → Closing → Closing Cockpit (transaction CLOCO) or the Web application in the SAP NetWeaver Portal or SAP NetWeaver Business Client .

Process flow for configuring the Closing Cockpit: