How to Enhance Task Information in the SAP Financial Closing Cockpit in ECC 6.0

  • by Gaurav Agarwal, Principal Consultant, SAP S/4HANA Finance, Infosys Limited
  • September 22, 2014
Learn how to enhance SAP Financial Closing Cockpit task information to leverage and strengthen this tool to store additional information. If this information is captured in manual applications, such as Excel, or left to user memory or understanding, your period-end closing could be disrupted by errors.
Learning Objectives

By reading this article, you will learn how to:

  • Add new columns in the task information for specific requirements
  • Fill in the information in the new columns added in task information
Key Concept
The SAP Financial Closing Cockpit is a standard SAP tool to monitor and control the entire period-end closing cycle.

Many organizations are now using the SAP Financial Closing Cockpit tool for making the period-end closing activity faster and more integrated. Users process the task list for each period-end closing from the template defined in the SAP Financial Closing Cockpit. Figure 1 shows the various columns provided by the standard SAP system in the SAP Financial Closing Cockpit Monitor.

Figure 1
Standard SAP fields for the SAP Financial Closing Cockpit Monitor

The task lists may contain hundreds of steps in the form of tasks. Sometimes the characteristics given by SAP for a task are not sufficient. For example, a task list contains multiple entities and has tasks that are applicable globally or are particular to specific company code, but there is no place provided in task definition to store such information. An example of a global task is group actual costing at the global level. Examples of local tasks are revaluating for local books or executing country-specific tax reports. I walk you through a step-by-step procedure on how you can include such information in task definition and thus effectively control your period-end close using such critical aspects of the tasks. I include two examples:

  1. Showing the organization applicability information for the task. This scenario is needed when multiple entities are sharing the same template, but not all steps apply to all entities. In this scenario you can identify which steps apply to which entities.
  2. Showing the responsible party information for the task. This scenario would be needed when multiple parties are involved in your period-end closing process such as end users, a support team, and outsourcing partners. In this scenario, the outsourcing partner executes the process, the support team handles any issues in process, and end users verify and sign off on the execution results. SAP gives an option to enter only the user ID of the processor or person responsible. However, for the support team or outsourcing partner, the exact user might be changed rotationally and thus there should be some feature to mention the party responsible for the task instead of a particular user. Using this scenario you can identify which step is under which party’s responsibility. If a period-end close step is under a different responsibility, then the step is broken down to minute-level tasks so that each task can be assigned to the corresponding responsible party.

I have divided this article into the following sections:

  • Technical prerequisite settings for enabling new fields addition
  • Create a custom-developed table to store additional information for tasks
  • Extend table CI_ADD_DISP_FIELDS to have new fields for the task
  • Implement a Business Add-In (BAdI)
  • Maintain a custom-developed table to store additional information for the various tasks
  • Change the layout in the SAP Financial Closing Cockpit monitor to show these new fields

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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