SAP WORKFLOW IMPLEMENTATION FOR AN AUTOMOBILE MANUFACTURER
Implementation of an automated system that would allow coordinating budget expenditures for a large automobile manufacturer.
SAP Workflow Implementation For An Automobile Manufacturer
Customer:
The customer operates in the automotive industry.
Challenge:
The customer sought a convenient tool for efficiently reconciling expense documents. With a regular influx of expenses, particularly from exhibitions and promotions, the company recognized the necessity of transforming their approval chain into a unified, consistent, and controlled process.
Solution:
To facilitate a seamless document approval process, the Zircoo team implemented SAP Workflow, a robust tool designed to automate business processes. This solution enabled the customer to streamline their expense approval workflow, ensuring efficiency, consistency, and compliance with established procedures.
Project Details:
The SAP ERP implementation aimed to support industry-specific requirements and streamline budget expenditure coordination. The project involved the following activities:
1. Development of New Document Form: Creation of a new document form within the SAP FI module to reconcile expenses from the budget, ensuring accuracy and transparency in financial transactions.
2. Role Setup: Configuration of roles for individuals involved in the budget expenditure approval process, including Initiator, Coordinator, Administrator, and Accounting roles, among others.
3. Route Elaboration: Definition of approval routes for RFA (Request for Approval) documents, outlining the workflow for the approval of expenses to ensure efficient processing and compliance with organizational policies.
4. Transaction Implementation: Implementation of transactions within the SAP system, enabling functionalities such as document creation, editing, reconciliation, and bulk upload of RFA documents, streamlining budget management processes.
5. Approval Chain Setup: Establishment of an approval chain for documents related to budget expenditures, ensuring that all expenses undergo appropriate review and approval according to predefined workflows.
6. Workflow Integration: Integration of the SAP Workflow with the SAP FI module and data warehouse, enabling seamless communication and data exchange between systems to facilitate efficient budget expenditure management and reporting.
Products and Services
- SAP BUSINESS WORKFLOW
- SAP FINANCIAL ACCOUNTING (FI)
Results:
With the implementation of SAP Workflow and a customized cost reconciliation process, the customer has eliminated the need to reconcile each iteration in a separate program. All documents are now consolidated within one system, significantly simplifying the company’s approval process.
According to the project manager, Kanstantsin Yerakhavets:
The key advantage of SAP Workflow for the customer is the automation and coordination of budget expenditures. Employees now benefit from a streamlined workflow that includes a defined group of individuals, a clear sequence of tasks, and coordination across multiple objects. Instead of using several disparate programs, the company now operates within a single environment for the entire approval process, resulting in significant time savings.
