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    Home Orlando Finance Operations Management Finance Operations Management Finance Close Automation Finance Close Automation administration Create an SLA definition for close tasks and follow-up tasks

    Create an SLA definition for close tasks and follow-up tasks

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    Create an SLA definition for close tasks and follow-up tasks

    Create a service level agreement definition for close tasks and follow-up tasks to make sure that the tasks are closed within the defined time frame.

    Before you begin

    Role required: sn_fcms.finance_close_admin

    Procedure

    1. Navigate to Finance Close Automation > Administration > Task SLA Definition.
    2. Click New.
    3. On the form, fill in the fields.
      For field descriptions and detailed instructions, see Create an SLA definition.
    4. Click Submit.

    Result

    The SLA definition is created for the specified task table.

    What to do next

    In Finance Workspace, you can add and track the SLA for a close task or follow-up task from the Task SLAs tab on the corresponding forms. View SLA reports on close tasks and follow-up tasks in Finance Close Dashboard.
    Related tasks
    • Create an organizational calendar for close tasks
    • Configure journal entry and JE task approvals through mobile
    Related concepts
    • Configuring journal templates

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    Release version
    Choose your release version

      Create an SLA definition for close tasks and follow-up tasks

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Create an SLA definition for close tasks and follow-up tasks

      Create a service level agreement definition for close tasks and follow-up tasks to make sure that the tasks are closed within the defined time frame.

      Before you begin

      Role required: sn_fcms.finance_close_admin

      Procedure

      1. Navigate to Finance Close Automation > Administration > Task SLA Definition.
      2. Click New.
      3. On the form, fill in the fields.
        For field descriptions and detailed instructions, see Create an SLA definition.
      4. Click Submit.

      Result

      The SLA definition is created for the specified task table.

      What to do next

      In Finance Workspace, you can add and track the SLA for a close task or follow-up task from the Task SLAs tab on the corresponding forms. View SLA reports on close tasks and follow-up tasks in Finance Close Dashboard.
      Related tasks
      • Create an organizational calendar for close tasks
      • Configure journal entry and JE task approvals through mobile
      Related concepts
      • Configuring journal templates

      Tags:

      Feedback

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