Configure and Manage All Period-End Closing Activities with Schedule Manager

  • by Anurag Barua, Independent SAP Advisor
  • March 15, 2007
See how to create an application in Schedule Manager to carry out period-end closing activities. Discover Schedule Manager’s main components, features, and technical foundation.
Key Concept

Schedule Manager is an integral component of several modules in SAP such as Profitability Analysis (CO- PA), Product Cost Controlling, Accounts Payable, Accounts Receivable, Asset Accounting, and Funds Management among others. Because SAP did not tightly weave it into any particular application or module, making it more of a cross-application component, there is virtually no restriction on its use by any application or module. In other words, there isn’t one version of Schedule Manager for CO-PA and another for Funds Management — both use the same Schedule Manager tool and functionality. While primarily focused on period-end closing activities, Schedule Manager has become more versatile than its predecessor, Period-End Partner (PEP), and you can use it with more modules and sub-modules than PEP. The tool has no special requirements or costs and is part of the standard SAP releases since R/3 4.6 including R/3 4.7, mySAP ERP 2004, and mySAP ERP 2005.

SAP rolled out Schedule Manager as a comprehensive centralized tool for the first time in the R/3 4.6 release. It is almost synonymous with period-end closing activities, and provides functions such as:

  • Complete control over period-end closing activities
  • A standard interface that facilitates activities such as job or process scheduling in the background and executing various closing-relevant reports via transactions
  • Integration of flow definitions and worklists into this tool that allow you to define relationships between various tasks and activities. This also provides the framework for communication among various users affected by these activities.
  • Monitoring capabilities that enable users to keep themselves apprised of the status of jobs and activities, and to carry out meaningful error analysis

However, Schedule Manager also works beyond these period-end closing activities. I have seen and used the tool with other activities such as Profitability Analysis (CO-PA), execution of dunning, and scheduling of payments using the automatic payment program in Accounts Receivable and Accounts Payable. You can also use the tool for activities in the Funds Management arena such as carry-forward of commitments and other activities related to fiscal year change in Funds Management. I have seen some creative uses of Schedule Manager chiefly as a job scheduling tool for recurring jobs, activities, or reports. I have taken advantage of its job scheduling features and its monitoring capabilities for repetitive tasks such as scheduling nightly batch jobs.

I’ll provide the steps I developed from my own experience for creating an application in Schedule Manager. The scenarios and screenprints in my example are based on mySAP ERP Central Component (ECC) 6.0. First, I’ll guide you through Schedule Manager’s interface and explain the major components of the application, including the task list. I’ll also look into the technical aspects of the application.

Anurag Barua

Anurag Barua is an independent SAP advisor. He has 23 years of experience in conceiving, designing, managing, and implementing complex software solutions, including more than 17 years of experience with SAP applications. He has been associated with several SAP implementations in various capacities. His core SAP competencies include FI and Controlling FI/CO, logistics, SAP BW, SAP BusinessObjects, Enterprise Performance Management, SAP Solution Manager, Governance, Risk, and Compliance (GRC), and project management. He is a frequent speaker at SAPinsider conferences and contributes to several publications. He holds a BS in computer science and an MBA in finance. He is a PMI-certified PMP, a Certified Scrum Master (CSM), and is ITIL V3F certified.

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