Creating Templates

Use

A template is used to structure the individual steps of a process. In this interface, the relevant activities are accessible in tasks that are executed online or in background processing.

The scope of a template should not be determined by application-related aspects. Instead, its scope should be oriented towards the overall process and the organizational units involved.

Procedure

When you call up the configuration of the Closing Cockpit (see Creating Organizational Hierarchies ), the display mode appears as the default setting. To make changes, choose with the quick info text Display <-> Change (F2).

You start from the Change Closing Cockpit screen.

  1. Choose Template/Task List → Create Template… .

  2. Define the ten-character technical key for your template.

  3. Select one of the organizational hierarchies in the Closing Hierarchy field.

  4. Enter a description for the new template.

    Example Example

    Template : ZCLOSE_M

    Closing Hierarchy : Controlling Area/Company Code

    Description : Closing Template (Month-End Closing)

    End of the example.

  5. Specify a person responsible for the task list in the Responsible f.TList field.

  6. Select an Authorization Group .

    Note Note

    You use the authorization object F_CLOCO for defining an authorization group for Closing Cockpit and assigning users.

    End of the note.

  7. If you want to use a Factory Calendar , specify one that suits your enterprise.

    Note Note

    If you want the factory calendar to only be valid for specific tasks, you can assign it at task folder level. For more information, see Creating Task Folders in the Organizational Structure .

    End of the note.

  8. The time-dependent selection variables that are relevant for the template are now displayed in the template header.

  9. Confirm your entries.

You also can import a task list from the Schedule Manager (CA) .

  1. Choose Start of the navigation path Template/Task List Next navigation step Import Template from Schedule Manager End of the navigation path .

  2. In the dialog box, enter the data for the RFC connection, the task list to be imported, and the closing hierarchy.

Result

The system generates a proposal for a task list template in accordance with the selected hierarchies and using all organizational objects available in the system (controlling areas with assigned company codes, including any subfolders defined).