conim integration software - budgeting
DESCRIPTION
Conim Integration Software (CIS) is a product developed by Conim LLC, partner of SAP and Microsoft. The solution creates integrated business environment simplifying access to the required information and processes. CIS helps to increase efficiency of operations which business user normally does in SAP by giving easy and secure way to work from email or mobile agent.TRANSCRIPT
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CIS: CONIM Integration Software
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All right reserved. © Copyright Conim LLC, 2011All right reserved. © Copyright Conim LLC, 2011
CIS: CONIM Integration Software
Conim Integration Software (CIS) is a productdeveloped by Conim LLC, partner of SAP and Microsoft.
The solution creates integrated business environmentsimplifying access to the required information andprocesses.
CIS helps to increase efficiency of operations whichbusiness user normally does in SAP by giving easy andsecure way to work from email or mobile agent.
![Page 3: CONIM Integration Software - Budgeting](https://reader034.vdocuments.us/reader034/viewer/2022051323/549e806fb479599b608b45d7/html5/thumbnails/3.jpg)
All right reserved. © Copyright Conim LLC, 2011All right reserved. © Copyright Conim LLC, 2011
CONIM Integration Software
*- process realize is coming
1. Budgets Management
2. Purchase Requests Management
3. Business Trip Management
4. Vacation and Absence Management
5. Plant Maintenance Management*
6. SAP Project System Integration with MS Project*
7. Treasury Management*
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All right reserved. © Copyright Conim LLC, 2011All right reserved. © Copyright Conim LLC, 2011
CIS: CONIM Integration Software
Budget Management
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CIS: Budget Management
Budget transferdocument created
Budget transferdocument approved
Budget transfer request:
Proposal creation
Budget transferrequest:
Proposal approval
Budget transferrequest:
Operation approval
Budget data
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The Case
Head of Department – John SmithFinancial Controller – Andy WhiteChief Accountant – Garry Brown
1. Head of Department creates a budget transfer request
2. The request passes the workflow:Financial Controller and Chief Accountant
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Using CIS panel Head of Department selects budget item with insufficient funds. The budget item’s details are displayed.
Budget Transfer Request
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…he specifies required amount and provides a reason for additional funds.
Budget Transfer Request
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The request comes to Financial Controller by Email.
Outlook: Request by Email
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Financial Controller gains access to Budget Master Panel via context menu.
Budget Item Amendment
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Using Budget Master Panel the Controller can redistribute the budget from available items to the required one.
Budget Master Panel
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The request with allocation proposal comes to Chief Accountant’s Outlook mailbox for approval.
Outlook: Approval by Email
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SAP: Budget Transfer Document
Budget transfer proposal document is created in SAP.
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Chief Accountant can Approve, Reject or Send [the document] back for revision.
Outlook: Available Actions
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Case I: Approved
The decision is made to APPROVE the request.
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Outlook: Notification by Email
Notification is sent to all participants of the process.
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SAP: Budget Transfer is Executed
Budget transfer document is executed in SAP.
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The decision is made to REJECT the request.
Case II: Rejected
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Rejection Reason
The correspondent reason is provided to the requestor.
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Case III: Sent for Revision
The final decision can’t be made and the document is sent back for revision of proposed budget items.
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Financial Controller opens Budget Transfer Panel to revise proposed budget items.
Budget Master Panel
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Budget Master Panel
Budget items are revised with consideration of Chief Accountant’s recommendation.
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Budget Transfer Revised
The new proposal suits Chief Accountant and he approves the budget transfer.
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After revision the decision is made to APPROVE the request.
Revision Approved
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Outlook: Notification by Email
Notification is sent to all participants of the process.
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SAP: Budget Transfer is Executed
Budget transfer document is executed in SAP.
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© SAP 2009 / Page 27
Thank you! Questions?