RWD Info Pak Templatesapinfo.leeds.ac.uk/content/scma/wi/word/SCMAwi.doc · Web viewTitle RWD Info Pak Template Author Kathy Dyer Last modified by Kathy Dyer Created Date 5/10/2002

Title: Schedule Manager - Period End ClosingModule : Cross ApplicationCourse :

Work Instruction

Schedule Manager - Period End Closing SCMA

PurposeUse this procedure to set up and to utilise a work schedule in the schedule manager.

TriggerPerform this procedure when you wish to use the schedule manager to manage tasks.

PrerequisitesNone.

Menu PathThe schedule manager can be accessed via several menu paths, many of which can be found on the period end closing menu path. The following is an example of one of the menu paths which can be used to access this transaction:

Select Accounting Controlling Cost Center Accounting Period end closing to go to the Schedule Manager :Schedule Tasks for Task List.

Transaction CodeSCMA

Additional Information

The schedule manager facilitates the definition, scheduling, execution and control of periodic, iterative tasks such as period end closing.

The scheduler is divided into three areas:

Task lists : Tasks are structured into task groups which are executed periodically, possibly by more than one user to complete a certain process

Monthly Overview: An overview of the current and previous months which the system then displays in detail in the daily overview.

Overview of the daily tasks: Tasks created in the task list are scheduled in the daily overview (NB: only certain tasks can be scheduled). The system also displays executed tasks in the daily overview with the time that they started.

Filename: document.docReference: ###

Version: PrelimLast Modified: 05.10.2002 21:06:00

Work InstructionPage 1 / 19


Procedure

1. Start the transaction using the menu path or transaction code SCMA.

The manager is split into three sections which are the tasklist, the monthly overview and the daily overview.

2. When the transaction is executed, the task list used most recently will be displayed.





Schedule Manager: Schedule Tasks for Task List 0-SAP-DEMO

3. Perform one of the following:

If Go To

You wish to create a new task list Step 4

If you wish to schedule tasks using a task list which has already been created.

Step 25

4. To create a new task list, select Task listCreate.

Create Task List





5. As required, complete/review the following fields:

Field Name R/O/C DescriptionTask list R Enter a name for the new Task list.

Example: Period End

6. Click on .

New Entries : Details of Added Entries


Field Name R/O/C DescriptionTask list R Enter a description of the Task list.

Example: Period EndGeneral Calendar settings

R Select the calendar settings you wish to be effective. The radial button denotes that the option is active. The first day of the week can be set to either Sunday or Monday.

Days before key date R Enter the number of days before the key date.





Field Name R/O/C Description

The key date is usually ‘today’s’ date. The system imports log information on jobs or transactions which have already taken place. The smallest number of days prior to the key date should be selected in order to minimise the processing time involved.

Example: 1Days after key date R Enter the number of days after the key date, the system should

pick up log information.

The key date is usually ‘today’s’ date. The system imports log information on jobs or transactions. The smallest number of day’s post the key date should be selected in order to minimise the processing time involved.

Example: 5Start with Current time.

R The time can be set in the daily view to start with either the current time or with a fixed time. The radial button denotes which option is active. If the current time option is active, each time the schedule manager is accessed, the daily view will display from the current time.

Start with Fixed time. R The time can be set in the daily view to start with either the current time or with a fixed time. The radial button denotes which option is active. If the fixed time option is selected, the time for the daily overview to begin is entered in the box to the right of the “start with a fixed time” field. The time interval for the daily overview can also be set along with the number of lines for each interval.

Configuration of the daily view:

R The time can be set in the daily view to start with either the current time or with a fixed time. The radial button denotes which option is active. If the fixed time option is selected, the time for the daily overview to begin is entered in the box to the right of the “start with a fixed time” field. The time interval for the daily overview can also be set along with the number of lines for each interval

8. Click on .

The system displays the message, .

9. Click on to go to the Schedule Manager: Schedule Tasks for Task List PERIOD END screen.





Schedule Manager: Schedule Tasks for Task List PERIOD END

10. The task list can now be created. Click on .





Schedule Manager: Change Task List PERIOD END

The schedule manager is now in ‘change’ mode. Task groups, which may be used for example to separate your tasks into daily groupings, and individual tasks, can be inserted.

11. To insert a task group, click on the line where you wish the new group to be inserted.






The line will be highlighted.

12. Click on to insert a task group. Alternatively, click on your right mouse button and select

from the menu.





Schedule Manager: Create Task Group


Field Name R/O/C DescriptionDescription R Enter a description for the task group.

Example: Day 1Task owner R Enter a description of the Task owner. In this case the SAP

user name has been selected.

Example: FACAH

14. Click on .

15. To display the new group, click on to the left of the PERIOD END folder.






The ‘Day 1’ folder is displayed.

16. To insert a task in the Day 1 folder, click on the folder to highlight it and click on .

Alternatively, click on your right hand mouse button and click on .





Schedule Manager: Insert Task


Field Name R/O/C DescriptionDescription R Enter a description of the task.

Example: CIose Account Types D and A.Task owner R Enter the task owner. Enter the task owners SAP user name.

Example: FACAHProgram R

Select the radio button to the left of the program option. Enter the program name. If it is a job which can be executed in the background a variant name must be entered.

Only programs with variants can be scheduled with the manager. Programs without a variant must be run online.

Example: SAPF120/UNIVTransaction R

Select the radio button to the left of the transaction option Enter the transaction name.

Example: S_ALR_87003642Notes R

Select the radio button to the left of the notes option.

Notes can be used to document and prompt tasks which are not being executed in R3.

Flow Definition RSelect the radio button to the left of the Flow Definition option. Enter the workflow name or click on the down box to display the available options.

Example: 1-OM-CCA-1





18. Click on .


The task is displayed in the ‘Day 1’ folder. The task type can be identified by the symbol which is displayed to the left of the task description.

19. To add a note to the task, click on the task or task group where the note is required and click on

.

Notes may be used to document the task. To insert a task note you must still be in ‘change Mode.’





Notes

Enter the note required in the box. Alternatively, a note can be imported into the box

from another source e.g. a word file by clicking on , load local file and selecting the file from the appropriate drive and folder. The text will be dropped into the box.

20. To attach a file, presentation or word document without dropping the detail into the schedule

manager notes box, click on .

Select document category

A selection box is displayed detailing the available options.





21. Double click on the required document category.

Example: Double click on Microsoft Word 97.

22. A blank word document will be displayed. Enter the detail required or cut and paste from a document which has already been created.

23. Click on file Close Schedule manager

Office integration

The system displays the message, "Do you want to save the document?”.

24. Click on to save the document.





Schedule Manager : Change Task List PERIOD END

The symbol indicating that there is an attached document, is displayed .

25. To schedule tasks in the schedule manager, click on. .

Only Flow definitions and jobs may be scheduled in the daily overview. Programs and

transactions must be executed online. Flow definitions and jobs are denoted by and .

26. To execute a task on line, click on the task you wish to execute and then click on . The transaction /program is accessed and can be processed as required. Alternatively, right click on the mouse button and select execute from the drop down box.

27. To schedule a task in the daily task manager to run at a later date , click on

.






28. Drag and drop the task you wish to schedule, to the required day and time in the daily overview.

The date displayed in the daily overview can be changed by clicking on either

, , or by clicking on the date displayed in the monthly overview. The timeframe displayed in the monthly

overview can be changed by clicking on and entering a new date. The months displayed in the monthly overview change according to the date entered.





Schedule Manager: Schedule Tasks for Task List PERIOD END

In this example the “mass change parked document” job is scheduled to run at 8.00am on the 04.05.2002. The task is displayed is now displayed in the daily overview. The status field indicates the current status of the transaction.

29. To receive further information on the status of a job click on .





Schedule Manager: Monitor





The Monitor is split into three sections

The structure tree displays all the workflow/jobs in chronological order. The right hand mouse can be used to view the different functions available for the job. The Detailed view provides further information relating to the job. The four buttons underneath ,the spool list, the job log, the extract and the basic list, are only active if corresponding data relating to the job is available. The message list is populated if messages occurred for a job and they were saved.

30. To return to the schedule manager click on the .

31. You have completed this transaction.

ResultYou have created and utilised the schedule manager.

CommentsNone.





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RWD Info Pak Templatesapinfo.leeds.ac.uk/content/scma/wi/word/SCMAwi.doc · Web viewTitle RWD Info Pak Template Author Kathy Dyer Last modified by Kathy Dyer Created Date 5/10/2002