SAP ABAP IMG Activity SIMG_CFMENUCX01_DM01 (Define Task Group)
Hierarchy
☛ SAP_FIN (Software Component) SAP_FIN
   ⤷ EC-CS (Application Component) Consolidation
     ⤷ FC00 (Package) Cons: General consolidation (cannot be assign.to FC01-FC09)
IMG Activity
ID SIMG_CFMENUCX01_DM01 Define Task Group  
Transaction Code S_ALR_87002849   IMG Activity: SIMG_CFMENUCX01_DM01 
Created on 19981222    
Customizing Attributes SIMG_CFMENUCX01_DM01   Define task group 
Customizing Activity SIMG_CFMENUCX01_CM01   Define task group 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name SIMG_CFMENUCX01_DM01    

In this step, you define task groups for the data monitor. You assign the tasks that you want to want to execute in the monitor to these task groups. You can divide the task groups into: Global task group This is a task group which you assign to the dimension. You assign all tasks, which you need for the data collection process in total, to this global task group. Consolidation group dependent task group This is a task group, whose tasks represent a partial quantity of the global task groups. You assign this task group to one or more consolidation groups. When you enter the consolidation group in the global parameters while executing the data collection, then the consolidation monitor only shows the tasks of the consolidation group dependent task group. While defining consolidation group dependent task groups you must observe the following criteria: The first task of the consolidation group dependent task group must match the first task of the global task group. There must not be any gaps in the consolidation group dependent task group: the preceding task must be included for every task. This means in particular that you transfer the first task of the global task group into the consolidation group dependent task group. In general you require this restricted task group, so that an administrator can transfer, validate and, if required, convert the reported financial data, possibly with web access. When you assign and save the group in the master data of the consolidation group, then the system checks whether the consolidation group dependent task group meets the criteria. Note that the system does not carry out this check, if you change the consolidation group dependent task group or the global task group later. If for example you change the sequence of the tasks in the global task group.

In general, all assigned tasks must also be executed for each of the consolidation units. The only exceptions to this are tasks for manual posting and data collection (which you can manually block without completing) and tasks that the system designates irrelevant for a unit.

Example

You could define a task group for the Data Monitor containing the following tasks:

CARRY_FOR    Data carryforward

DATA_INPUT    Data collection

LOCAL_VAL    Validation of reported data

MAN_POST     Manual standardizing and correcting entries

CURR_TRANS    Currency translation

CORP_VALID    Validation of standardized financial data

Requirements

Tasks need to be defined before you can assign them to a task group. In the following IMG sections, you can define tasks for the individual consolidation activities. There is a link back to this step from the task definition steps in the individual sections.

Recommendation

Once you have started the consolidation process for a particular period, you should not change the task group you are using. Make sure that you have included all of the tasks you need in the task group before you begin your tasks.

Standard settings

The standard SAP system includes several task groups for the data monitor which can be used for various consolidation scenarios.

Activities

  1. Check the predefined task groups and create a new one if necessary.
  2. Assign tasks to the task group. Specify how each task will be handled in the monitor:
    1. Specify whether you want the task to be automatically blocked once it has been completed without errors.
    2. Specify whether the task should be a milestone. This means that the system stops before this task with a successive execution (run successive tasks). In this way you get back control over the execution . For example it can make sense to specify measures for Online-entry or for manual posting as milestones.
      3. Nevertheless when you specify milestones you can still choose a successive task run, where the system does not stop before the milestone (run successive task without stopping). Instead the system closes the milestone measures and goes to the next task.
    3. Specify the order in which tasks that are at an equal position in the task sequence will be displayed in the monitor (see step 3). Specify which task should be carried out last in the data monitor. This task cannot have any preceding tasks. When you include the task for the validation of the standardized financial data in the task group, then the system always regards this task as the last task in the data monitor. In this case you cannot select any other task as the task monitor.
  3. Specify which task precedes each of the tasks.

    The following logic applies to the overall task sequence:

    1. Status Management prescribes a mandatory task sequence. The tasks are allocated among seven internal blocks, the numbers of which dictate their sequence. However, the tasks within a block can be executed in any order.
      2. The internal blocks and their respective tasks are listed as follows:
      Block    Task
      1    Carrying forward balances
      2    Data collection
      3    Validation of reported data
      3    Item substitution/Retained earnings
      3    Rollup into consolidation groups
      3    Manual posting
      4    Item substitution/Retained earnings
      4    Preparations for change in consolidation group
      4    Rollup into consolidation groups
      4    Reclassification
      5    Currency translation
      5    Manual posting
      5    Item substitution/Retained earnings
      5    Preparations for change in consolidation group
      5    Rollup into consolidation groups
      5    Reclassification
      6    Apportionment adjustment
      6    Rollup into consolidation groups
      7    Validation of standardized data
      7    Rollup into consolidation groups
      Status management also lets you execute custom tasks at any point in time. You can insert custom tasks into any of these 7 blocks.
      Notes
      The following tasks may appear only once in a task group - even if the preceding table shows tasks that can belong to multiple blocks: Carrying forward of balances, data collection, validation of reported data, currency translation, item substitution/retained earnings, apportionment, rollup to consolidation groups, validation of standardized data.
      The tasks 'manual posting' and 'reclassification' can appear more than once in a task group. When this is true, they must have differing document types.
    2. Due to business practice or for organizational reasons, it may also be necessary to specify a sequence within a block. To do this, you can assign preceding tasks, which must be blocked before you can execute a subsequent task.
      3. Furthermore, with respect to the monitor you can define the order of tasks that are allocated to multiple blocks, but may only appear in one task group, by using a preceding task. For example, you might specify the 'data collection' task as the preceding task for the 'item substitution/retained earnings' task.
      In order to insert custom tasks into a task group, you need to ensure the correct arrangement of these tasks by defining preceding tasks and, if needed, by specifying a number (see sub-step 2). (If you specify a number, you should assign a number for all tasks, taking into account the other conditions affecting the sequence.).
    3. In part 2 of this step, you can specify the sequence in which the remaining tasks in a block are displayed in the monitor. The system displays any such tasks from left to right, according to their number.
      4. The order above does not dictate the sequence in which you can execute the tasks, however. You can execute them in any order.

Further notes

  • This Customizing activity is also included in the section Consolidation Functions for the Consolidation Monitor.
  • You can display the master data of the defined task groups, for example, in order to make a printout. To print the master data, choose the Print function and enter selection criteria for the list. The system generates the list using the ABAP List Viewer. You can use the functions available in this tool to filter data or customize the display of the data columns (for more information, see the documentation on the ABAP List Viewer in the SAP Library).

    This list and print function is also available for tasks (in the relevant task definition steps).

Business Attributes
ASAP Roadmap ID 204   Establish Functions and Processes 
Mandatory / Optional 1   Mandatory activity 
Critical / Non-Critical 1   Critical 
Country-Dependency A   Valid for all countries 
Assigned Application Components
Documentation Object Class Documentation Object Name Current line number Application Component Application Component Name
SIMG SIMG_CFMENUCX01_DM01 0 HLA0100203 Monitor 
Maintenance Objects
Maintenance object type C   Customizing Object 
Assigned objects
Customizing Object Object Type Transaction Code Sub-object Do not Summarize Skip Subset Dialog Box Description for multiple selections
VC_TF530 C - View cluster CXE0 0000000002 Task Groups 
History
Last changed by/on SAP  19981222 
SAP Release Created in