SAP Notes Management: Product Demo

Find out how SAP Notes Management enables a flexible, compliant process to support the collection, aggregation, reporting, and analysis of structured and unstructured information throughout the financial reporting hierarchy.

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  • http://www.sap.com/demos/mmov/demos/sap-businessobjects-notes-management-demo-us.mp4
    • SAP BusinessObjects Notes Management
    • Streamline the collection and management of financial notes
    • The SAP BusinessObjects Notes Management application lets you streamline the collection, aggregation, validation,
    • and reporting of unstructured data to help ensure the completeness of financial and regulatory statements.
    • In this demo, you’ll see how the application lets you
    • enter a combination of quantitative and qualitative data to further describe financial values,
    • validate the completeness and consistency of large volumes of unstructured information, and
    • dynamically expand forms to allow the capture of more detailed data
    • according to your organization’s needs.
    • John Miller is an accountant at a subsidiary of Global Corporation,
    • a company that uses SAP BusinessObjects Notes Management.
    • He uses the software to manage unstructured financial information to describe consolidation entries that will be shared with headquarters.
    • At the top of the screen, he sees the reporting period and the name of his subsidiary.
    • Under that he sees a hierarchical view of all the different forms for which he is responsible.
    • In the status monitor at the right, John can pull up any of the forms for which he has authorization.
    • John looks at the list and sees an “aging structure” form that needs to be completed.
    • This is a typical quantitative form that allows John to break down account values from a consolidation system in more detail.
    • In the form, he sees that certain data comes from another source,
    • such as SAP BusinessObjects Planning and Consolidation or SAP NetWeaver Business Warehouse.
    • John decides to run a validation check to see if all the information is complete based upon the validation rules that have been defined.
    • He sees there’s a validation error that needs to be corrected.
    • When he selects the validation error, it brings him directly to the location of the error.
    • He can see that the book value and the consolidated value of a specific fixed assets account are not the same.
    • John corrects one of the values and re-runs the validation function.
    • The validation is successful and the form – including its status within the hierarchy - has been updated.
    • Now, John takes a look at a form that was created for "other assets."
    • The form includes a drop-down menu from which he can select a partner consolidation unit,
    • and enter an amount as well as a textual description.
    • John enters values into the form and as he does,
    • a sum of the entry values is reflected in a calculated field near the bottom.
    • He has entered a total value of 900, but that does not equal the consolidated value of 1,000.
    • The form structure is dynamic - that means at any point in the process John can add a new line so he can enter additional details.
    • He updates the textual information in the details column because he knows that information is required for this form.
    • Even though these descriptions are short, the length of the text field is not limited:
    • If John were to enter longer descriptions, the text field would expand automatically to accommodate the longer text.
    • Now he runs a validation check and the result is successful.
    • John wants to look at another form here that is incomplete.
    • This form contains a combination of quantitative and qualitative data.
    • He selects the qualitative data tab where he can enter text about financial lease information.
    • Again, because a validation rule has been set up, John is required to enter text in the description field.
    • If he were to run a validation check without entering text there,
    • he would get an error message leading to the field that needs to be filled in.
    • John enters the text.
    • To make sure he’s entered the correct information, he selects the help button to receive context-sensitive help.
    • This brings up a document containing instructions to help him identify what information is needed and how it should be entered.
    • The form is complete and when he runs a validation check he sees that the result is successful.
    • Now John wants to look at a form that captures information about newly acquired companies.
    • He notes the value for “Goodwill” in the column for "fair values recognized at the acquisition date."
    • The current data in the form is complete, but John wants to add a newly acquired company to the form.
    • He selects this plus sign, which adds a tab to the form, and enters the name of the acquired company.
    • He enters a value for goodwill.
    • Then he checks the totals tab and sees that the goodwill value he added for the new company is reflected back in the totals tab.
    • As you have seen, SAP BusinessObjects Notes Management allows you to
    • enter a combination of quantitative and qualitative data to further describe financial values,
    • validate the completeness and consistency of large volumes of unstructured information, and
    • dynamically expand forms to allow the capture of more detailed data according to your organization’s needs.
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