Automate Task List Creation in the SAP Financial Closing Cockpit

  • by Gaurav Agarwal, Principal Consultant, SAP S/4HANA Finance, Infosys Limited
  • August 27, 2013
Many organizations now use the SAP Financial Closing Cockpit for making the period-end closing activity faster and more integrated. Organizations create a task list for each period-end closing from the template defined in the SAP Financial Closing Cockpit. See how you can automate the creation of the task lists from the template defined in the SAP Financial Closing Cockpit.
Key Concept

The Closing Cockpit is a standard SAP tool to monitor and control the entire period-end closing cycle. In this tool first the templates are defined and then the task list is created from the template each month to enable users to process the task list for the period-end closing. An SAP Financials system includes special tools to automate the creation of the task lists on a periodic basis.

When an organization implements the Closing Cockpit, it also needs to create and release a task list every month from the template. This process can be time-consuming. For example the amount of time to prepare a task list increases if an organization uses multiple templates (e.g., one template for each company code).

I explain how you can automate the process of creating a task list by using business functions or SAP Notes depending on which SAP release your organization uses. This feature is available from SAP ERP Central Component (SAP ECC) 6.0 enhancement package 5 and higher. You do not need any custom development. All the steps for automating creation of a task list can be completed via standard SAP functionality.

Gaurav Agarwal

Gaurav Aggarwal is SAP S/4HANA lead consultant at Infosys Limited. He has more than 14 years of experience, including 11 years in SAP Finance. He has expertise in both SAP FI and Controlling (CO) with integration to other modules in manufacturing and process industries. He is a chartered accountant and SAP Certified Financial Consultant. He holds a bachelor’s degree in commerce and is a techno-functional expert with thorough knowledge of the necessary ABAP for functional experts. He is a veteran in G/L, AR, AP, banking, FA, Travel Management, and closing cockpit and has handled greenfield implementation, upgrades and conversions, rollouts, and support projects.

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