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Topic

    Raghavender V
    How to assign tasks and trigger mails or start conversations...
    Topic posted October 18, 2019 by Raghavender V, tagged General Ledger, Period Close / Reconciliation 
    23 Views, 1 Comment
    Title:
    How to assign tasks and trigger mails or start conversations with users from Close Monitor?
    Summary:
    How to assign tasks and trigger mails or start conversations with users from Period Close Monitor?
    Content:

    Hi

    As part of improving the financials close time frames in our place, we are looking for a functionality of assigning tasks to individuals and tracking their progress. Though i see Close Monitor as a feature in ERP Financials (even in 19D), it just gives the option to check the close statuses of all sub ledgers there but does not

    - look for the exceptions if any in closing the periods

    - allow us to send mails to responsible persons etc.

    Has anyone used this feature to extend further to improvise the same. Any inputs in this regard are very helpful.

     

    On the other hand, i see, some of these features are available in Financials Consolidation and Close Service (FCCS). Has any one used this to automate the close process?

     

    Thanks

    Raghav

    Comment

     

    • Ravi Kanth Vuddagiri

      FCCS doesnt provide any automation of close process. You can maintain the list of activities/Tasks, assign them to users and track the progress based on the updates.

      We tried to check if any automation is possible but couldnt find this functionality in FCCS. I am also interested to understand if any one can tell automation is possible as we have 16 ledgers and 21 BU still growing to close every month.