Procedure documentationCreating Tasks

 

You need to enter the individual activities that are to be performed as part of the overall process in the task list as a transaction, a program, or, where necessary, a flow definition.

In this way, users in the Closing Cockpit (transaction CLOCO) application can navigate directly to the required transaction or background processing for programs and flow definitions from the central interface.

Prerequisites

You have arranged all activities necessary for the planning process in chronological order and can portray these activities in the SAP System as transactions, programs, and flow definitions.

Procedure

In the configuration transaction of the Closing Cockpit, access the Change <Template Name> screen (see Creating Organizational Hierarchies).

In the desired task list or task list template, choose the relevant organizational structure.

You can now create various tasks in the task folder:

  1. Select the task folder or hierarchy folder that you want to assign tasks to.

  2. In the context menu, choose Add Task....

  3. The Closing Cockpit: Display/Create/Change Tasks dialog box appears.

    You can choose various task types. These task types are described in the following sections:

    In addition, you can add one or more documents to a task (see Adding Documents to a Task).

  4. When you assign the task to a user as the person responsible or as the person processing the task, you build the List Display as follows:

    In the list display, you use the functions Display Tasks (Person Processing) or Display Tasks (Person Responsible) to list the relevant tasks and to make them available for processing by the assigned processor or for monitoring by the assigned person responsible.

    Note Note

    These fields are validated against the respective SAP users.

    End of the note.

  5. Confirm your entries.

  6. Task scheduling:

    In the graphic display of the Monitor, you can portray the planned runtime on the basis of the scheduling dates.

    Example Example

    If you schedule a runtime of 2 hours and 30 minutes to a given task, this is reflected in the Monitor. In this way, you can schedule dates for closing operations.

    If completion of the task has an essential deadline for closing operations, you can mark this activity as a critical path so that it is displayed accordingly in the application (CLOCO).

    End of the example.

  7. Assignment to closing types:

    You can use the Closing Type indicator to derive task lists from any template in order to filter out those tasks that are relevant for the respective closing types (such as month-end closing or year-end closing). For this reason, it is important that you assign tasks to at least one closing type.

    Note Note

    You can create a central template for all closing types. Then you can assign how the individual tasks are used - for example, Use in Month-End Closing, Use in Year-End Closing, or both. For example, when a task list is created for year-end closing using this template, the task list contains only those tasks marked for this purpose.

    End of the note.

  8. Additional Fields

    For a task, you can define additional customer-specific fields that you want to edit in the closing template or the task list. You have the option of filling these fields by means of a Business Add-In.

    If you have configured additional fields, the Additional Fields pushbutton appears in the Closing Cockpit: Display/Create/Change Tasks dialog box. You can use this pushbutton to call the fields that you have configured, and the system then displays them in another dialog box for processing.

In the Web application of Closing Cockpit, you can also store Comments and information about Messages Sent in the Details for a task.

  • You can use comments to take notes, which you can view even after closing on the Comments tab page in the details of a task in the task list.

  • On the Messages Sent tab page, you also can check after closing whether messages were sent for a task and see their subject lines.

For more information about the Web application, see the documentation for the Business Package for Closing Cockpit 1.51.

Note Note

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

End of the note.

Result

You have entered all steps in the overall process in the task list template as a note, transaction, program (with or without variant), or a flow definition. Where necessary, you have entered comments and messages for the tasks.