Implementation of an automated system that would allow coordinating budget expenditures for a large automobile manufacturer.
Customer
The customer operates in the automotive industry.
Challenge
The customer wanted to have a handy tool to quickly reconcile expense documents. With a recurring stream of expenses, including exhibitions and promotions, the company realized the need to transform the approval chain into a single, consistent, controlled process.
Solution
To ensure a smooth document approval process, the LeverX team set up SAP Workflow, a tool for automating business processes.
Project Details
SAP ERP implementation allows to support industry-specific requirements while coordinating budget expenditures. The project comprised the following activities:
- Development of a new document form in the SAP FI module to reconcile expenses from the budget;
- Setting up roles for individuals involved in the process of budget expenditures approval (Initiator, Coordinator, Administrator, Accounting, etc.);
- Elaboration of the route for RFA documents approval (requests for approval of expenses);
- Implementation of transactions, including creation, editing, reconciliation, and bulk RFA upload;
- Setting up a chain of approval for documents on budget expenditures;
- Integration of the SAP Workflow with the SAP FI and data warehouse.
Products and Services
TOP SAP Company 2023
Results
Thanks to SAP Workflow and a customized cost reconciliation process, the customer no longer needs to reconcile each iteration in a separate program. All documents are available in one system, which greatly simplifies the company's approval process.
Project manager, Kanstantsin Yerakhavets:
“The key advantage of SAP Workflow for the customer is the automation and budget expenditure coordination. Now, its employees have a streamlined workflow that includes a group of people, a clear sequence of tasks, and coordination between several objects. Instead of several disparate programs, the company has a single environment for the entire approval process, which saves a lot of time.”