Setting up Journal Entry Approval with Winshuttle workflow
Setting up Journal Entry Approval with Winshuttle workflow Divya Kaiwar| Winshuttle
Need for a solution •
Compliance • •
•
Automation • • •
•
Eliminate Manual re-key of data Better error control Handling Peak periods
Tracking • •
•
Data Verification Audit ready system
Visibility of activities Action on delays
Streamlining business processes • • •
Providing a seamless solution Consistent across departments / business units Single tool
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
2
Journal Entry Process – An Example workflow Sub Heading
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
3
Winshuttle Solution Highlights Data Collection • Requester initiation of the process • Data preparation by users/participants Data Validation • Getting the data right the first time • Online vs Offline Validation
Data Movement • Integration to SAP for look ups • Upload/Creation of data in SAP
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
4
End User Demonstration – Finance Controller View/Requester Data Collection • Filling up the form • Drop Downs • Look- Ups from SAP • Date Pickers etc.
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
5
End User Demonstration – Requester/Preparer View Data Validation • Filling up the form • Online validation against SAP • Support for Excel Operation s WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
6
End User Demonstration – Approver View
Data Movement / Approvals • Read-only views of the form
• Email Approval • History of activities
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
7
End User Demonstration –SAP Results • Posting to SAP • Automatic Posting capability
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
8
Solution Demonstration
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
9
Building Blocks
Building a New Solution
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
10
Web Form & Workflow Design with SAP Integration Winshuttle FOUNDATION Create the Workflow Process
Publish to SharePoint
Create the Form
Start the Process
Record the Scripts
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
11
Other Design Options •
STUDIO with User Governance • •
•
Excel with One-Step Approval Workflow Winshuttle for Journal Entry with One-Step
Winshuttle FOUNDATION • •
Excel with Customised Workflow Winshuttle for Journal Entry with automated workflow
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
12
Questions?
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
13
Thank You
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
14
Need for a solution •
Compliance • •
•
Automation • • •
•
Eliminate Manual re-key of data Better error control Handling Peak periods
Tracking • •
•
Data Verification Audit ready system
Visibility of activities Action on delays
Streamlining business processes • • •
Providing a seamless solution Consistent across departments / business units Single tool
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
2
Journal Entry Process – An Example workflow Sub Heading
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
3
Winshuttle Solution Highlights Data Collection • Requester initiation of the process • Data preparation by users/participants Data Validation • Getting the data right the first time • Online vs Offline Validation
Data Movement • Integration to SAP for look ups • Upload/Creation of data in SAP
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
4
End User Demonstration – Finance Controller View/Requester Data Collection • Filling up the form • Drop Downs • Look- Ups from SAP • Date Pickers etc.
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
5
End User Demonstration – Requester/Preparer View Data Validation • Filling up the form • Online validation against SAP • Support for Excel Operation s WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
6
End User Demonstration – Approver View
Data Movement / Approvals • Read-only views of the form
• Email Approval • History of activities
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
7
End User Demonstration –SAP Results • Posting to SAP • Automatic Posting capability
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
8
Solution Demonstration
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
9
Building Blocks
Building a New Solution
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
10
Web Form & Workflow Design with SAP Integration Winshuttle FOUNDATION Create the Workflow Process
Publish to SharePoint
Create the Form
Start the Process
Record the Scripts
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
11
Other Design Options •
STUDIO with User Governance • •
•
Excel with One-Step Approval Workflow Winshuttle for Journal Entry with One-Step
Winshuttle FOUNDATION • •
Excel with Customised Workflow Winshuttle for Journal Entry with automated workflow
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
12
Questions?
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
13
Thank You
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016
14
