Streamline Communications During a Period-End Closing via Email Notifications in the SAP Financial Closing Cockpit

  • by Gaurav Agarwal, Principal Consultant, SAP S/4HANA Finance, Infosys Limited
  • January 19, 2015
Learn how to enable email notifications in the SAP Financial Closing Cockpit for various scenarios, including release of a task list to have an integrated approach in period-end closing. If this approach is not implemented, then persistent communication gaps may occur during period-end closing, resulting in delays, confusion, and redundancy in task processing.
Learning Objectives
By reading this article, you will learn how to:
•    Set up various standard SAP email notification scenarios
•    Create custom scenarios for email notifications
Key Concept
The SAP Financial Closing Cockpit is a standard SAP tool to monitor and control the entire period-end closing cycle.

Many organizations now use the SAP Financial Closing Cockpit 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. There can be many events for which communication is needed during period-end closing (e.g., when the task list is released, the task becomes overdue, the prerequisite task is completed, and the processor of the next task is to be notified). Generally, these communications are handled via manual email or calls and thus are prone to a delayed response and lack of streamlined integration. I provide you with an overview of various standard SAP scenarios in which you can design the system to automatically trigger the emails in such events during a period-end closing. Apart from pre-delivered events, businesses also have flexibility to define their own scenarios or to enhance the various functionalities via the Business Add-In (BAdI) implementation, which I also cover.

This email notification feature is available from the SAP Financial Closing Cockpit Add-On (version 1.0 and higher). This SAP Financial Closing Cockpit Add-On can also be installed on SAP ERP Central Component (ECC) 6.0 (Enhancement Pack 4.0 and higher), so keep in mind your SAP landscape before going ahead with the solutions mentioned in the article.
First, I explain the basic configurations you need to do to activate the email notifications and then I move on to a specific scenario setup and example notification.

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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