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    Closing Cockpit

    Uploaded by

    Deepak Tolani
    The document discusses the closing cockpit tool in SAP for executing periodic and annual closing processes. It provides a structured interface and tree structure to support organizational structures. Key elements include templates containing steps and their sequence, and task lists containing template information and execution dates. The major steps of configuration involve registering programs and transactions, creating organizational hierarchies, templates containing subfolders and tasks, and generating task lists from templates. Templates define the individual steps and tasks define specific activities like transactions or programs. Dependencies can also be defined between tasks.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Closing Cockpit

    Uploaded by

    Deepak Tolani
    115 views22 pages
    The document discusses the closing cockpit tool in SAP for executing periodic and annual closing processes. It provides a structured interface and tree structure to support organizational structures. Key elements include templates containing steps and their sequence, and task lists containing template information and execution dates. The major steps of configuration involve registering programs and transactions, creating organizational hierarchies, templates containing subfolders and tasks, and generating task lists from templates. Templates define the individual steps and tasks define specific activities like transactions or programs. Dependencies can also be defined between tasks.

    Original Description:

    This document would guide you with the monthly closing cockpit. T. Code CLOCOCK

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    © © All Rights Reserved

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    The document discusses the closing cockpit tool in SAP for executing periodic and annual closing processes. It provides a structured interface and tree structure to support organizational structures. Key elements include templates containing steps and their sequence, and task lists containing template information and execution dates. The major steps of configuration involve registering programs and transactions, creating organizational hierarchies, templates containing subfolders and tasks, and generating task lists from templates. Templates define the individual steps and tasks define specific activities like transactions or programs. Dependencies can also be defined between tasks.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    115 views22 pages

    Closing Cockpit

    Uploaded by

    Deepak Tolani
    The document discusses the closing cockpit tool in SAP for executing periodic and annual closing processes. It provides a structured interface and tree structure to support organizational structures. Key elements include templates containing steps and their sequence, and task lists containing template information and execution dates. The major steps of configuration involve registering programs and transactions, creating organizational hierarchies, templates containing subfolders and tasks, and generating task lists from templates. Templates define the individual steps and tasks define specific activities like transactions or programs. Dependencies can also be defined between tasks.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 22
    At a glance
    Powered by AI
    The key takeaways are that a closing cockpit provides a structured interface for executing transactions and programs that form part of complex closing processes like periodic and annual closings. It supports processes within organizational structures.

    The two basic structural elements of a closing cockpit configuration are the template, which contains the list of steps to be executed and their sequence, and the task list, which contains the template information along with the actual execution dates.

    The major steps in the configuration for a closing cockpit are creating organizational hierarchies, registering programs and transactions, generating the task list, and scheduling the tasks.

    Closing Cockpit

    The closing cockpit is a very powerful tool in SAP Financial System which provides a structured interface for
    executing transactions and programs that form part of complex processes such as periodic and annual closing
    processes. The tree structure supports processes within an organizational structure such as a company code,
    as well as scenarios impacting multiple organizational structures. The closing cockpit as a tool is very useful in
    scenarios:
    1. The activities are repeated periodically
    2. Multiple people are responsible for completion of tasks
    3. The activities are performed in a chronological order
    4. A collaborative view is required by all people or units involved with a clear overview for dependencies

    Two of the basic structural elements of a closing cockpit configuration is:


    1. Template - The template contains the list of steps to be executed, the sequence in which they need to be
    executed
    2. Task List - The task list contains the information contained in the template along with the actual date of
    execution.
    The major steps in the configuration for a closing cockpit have been listed in the diagram below:

    Generated by Jive on 2014-11-06+01:00


    1

    Closing Cockpit

    The path for accessing the closing cockpit configuration is as under:

    The transaction for this is CLOCOC


    The first prerequisite for configuring the closing cockpit is to register the programs in the table
    SCMATRANSACT. This can be done using SM30 or the closing cockpit configuration itself as shown below:

    Generated by Jive on 2014-11-06+01:00


    2

    Closing Cockpit

    The complete list of programs which are already registered is shown. You can add additional programs
    including custom programs by clicking on "New Entries" as below:

    Generated by Jive on 2014-11-06+01:00


    3

    Closing Cockpit

    Generated by Jive on 2014-11-06+01:00


    4

    Closing Cockpit

    Just like the programs, all the transactions which need to be execute from closing cockpit must also be
    registered as shown below:

    Generated by Jive on 2014-11-06+01:00


    5

    Closing Cockpit

    Generated by Jive on 2014-11-06+01:00


    6

    Closing Cockpit

    Similar to Programs, you can add the custom Z or Y Transactions as well to the closing cockpit in addition to
    the standard transaction codes. Once the above prerequisites have been completed, we are now ready to start
    the configuration steps for the closing cockpit.
    Creation of Organizational Hierarchies
    The configuration starts with the creation of organizational hierarchy. The creation of organizational hierarchy
    allows to distribute the closing process in terms of organizational structures. If org elements like profit center
    are used in SAP system, it essentially means that segregation can be done at this level as well.

    Generated by Jive on 2014-11-06+01:00


    7

    Closing Cockpit

    Follow the path shown in the screen shot above to start creating the Organizational Hierarchy. If the standard
    delivered organizational elements are not sufficient for the Business Requirement, you can add more
    organizational elements for Closing Cockpit as shown below:

    Generated by Jive on 2014-11-06+01:00


    8

    Closing Cockpit

    Generated by Jive on 2014-11-06+01:00


    9

    Closing Cockpit

    Generated by Jive on 2014-11-06+01:00


    10

    Closing Cockpit

    Add the field value which needs to be added for creating the organizational hierarchy. When the field has been
    added, now you can specify the name of your organizational hierarchy as below:

    Generated by Jive on 2014-11-06+01:00


    11

    Closing Cockpit

    Creation of Template
    A template is used to create the individual steps in a process chain. The template is therefore a collection
    of tasks which need to be executed in a particular sequence keeping in orientation the overall process and
    organizational units involved.The steps to configure organizational template is as under:

    Generated by Jive on 2014-11-06+01:00


    12

    Closing Cockpit

    Be mindful of the fact that the Create Template is available only in the change mode for T Code CLOCOC.

    Generated by Jive on 2014-11-06+01:00


    13

    Closing Cockpit

    A pop up box will appear in which you can define the name of the template and also link the same to the
    Closing Hierarchy. You can also link it to a Factory Calender and define other time dependent attributes for the
    template.

    When you press enter, the template is saved. Now you create all the subfolders in the order in which the
    activities need to be executed.This represents a systematic view of completing the closing activities.

    Generated by Jive on 2014-11-06+01:00


    14

    Closing Cockpit

    You can right clock to modify a folder properties or to create a new sub folder

    Generated by Jive on 2014-11-06+01:00


    15

    Closing Cockpit

    Once the folders have been created, now we need to add the task to in the form of individual activities that
    need to be performed as part of the overall process in the task list. This can be an execution of a transaction
    code or a program. For creating a task in sub folder, right click on the same and click on add task as shown
    below

    Generated by Jive on 2014-11-06+01:00


    16

    Closing Cockpit

    The tasks can be created in the following types:


    -

    Program with Variant


    Program without variant
    Transaction
    Notes
    Flow Definition

    You can specify the planned run time of the activity. If the same has a deadline for completion, the same can
    be marked as "Critical Path" and it will display accordingly in the cockpit. You can also specify the usage of
    the task highlighting the usage of the same, whether the same is used in month end or period end or year end
    closing.

    Generated by Jive on 2014-11-06+01:00


    17

    Closing Cockpit

    In the closing cockpit, you can also portray dependencies for a preceding step as well for a task. This allows
    that the preceding task is completed first successfully before execution of the current task in hand. This is an
    important step to plan a smooth closing.

    Generated by Jive on 2014-11-06+01:00


    18

    Closing Cockpit

    Click on any task and on the Dependencies tab, right click to add a dependent task

    The task will than show up as a preceding task as shown below

    The next step in the configuration is the generation of the task list. Follow the steps as shown below

    Generated by Jive on 2014-11-06+01:00


    19

    Closing Cockpit

    Here the name of the task list and template is same. This means that we are generating the same out of task
    list template. The key date is entered along with the type of closing and fiscal year details. By default task
    list is not in released status.While saving, if the task is ok, save it as released. This will allow the task to be
    scheduled.

    Generated by Jive on 2014-11-06+01:00


    20

    Closing Cockpit

    Once all the tasks are in released, these can now be scheduled as part of month end processes.

    There are standard templates for closing cockpit delivered which can also be used.

    Generated by Jive on 2014-11-06+01:00


    21

    Closing Cockpit

    Depending on the requirements, you can create your own task list or use the standard ones.

    Generated by Jive on 2014-11-06+01:00


    22

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