SAP Workflow Implementation for an Automobile Manufacturer

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

• SAP BUSINESS WORKFLOW
• SAP FINANCIAL ACCOUNTING (FI)

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.”