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Topic

    Yasmin
    Shared Services
    Topic posted December 13, 2017 by YasminSilver Trophy: 7,500+ Points, tagged Approvals, How-To, Setup 
    56 Views, 3 Comments
    Title:
    Shared Services
    Summary:
    Shared Services model
    Content:

    Hi Everyone,

    If we have 4 BUs BU1 and BU2 are separate line of businesses but BU3 is the shared services for all of them (HR, global finance, procurement and IT) 

    For example, when BU3 buys on behalf of BU1, 

    1) will everyone in BU2 have the capability to approve BU1 expenses?

    2) can we put each shared service into a different BU that can cross charge to the BUs?

    3) can we limit so that BU3 personnel can only approve BU1 expenses and nothing else?

    4) Same would apply to the shared services and limit them to only their respective areas? 

    5) how would it work for expenses that currently reside outside of cloud system (i.e. joint venture that reports into BU1 only for example) 





    Thanks

    Yasmin

    Comment

     

    • Ivan Pena

      Hi Yasmin,

      Answers below:

      1) will everyone in BU2 have the capability to approve BU1 expenses?

      Approvals are handled by BPM, and you define in the approval rules to whom the transactions should be routed for approval.

      2) can we put each shared service into a different BU that can cross charge to the BUs?

      It depends on the business functions you assign to the BUs.

      3) can we limit so that BU3 personnel can only approve BU1 expenses and nothing else?

      Approvals are handled by BPM, and you define in the approval rules to whom the transactions should be routed for approval.

      4) Same would apply to the shared services and limit them to only their respective areas? 

      Approvals are handled by BPM, and you define in the approval rules to whom the transactions should be routed for approval.

      5) how would it work for expenses that currently reside outside of cloud system (i.e. joint venture that reports into BU1 only for example) 

      You need to create a transaction in the Cloud for them if you want to route them for approval using BPM.

      Ivan

      • Yasmin

        Thanks, Ivan,

        Do you have a good documentation where i can properly configure the procurement shared services (including the approval steps too) 

         

        Yasmin