Master Records

Improve operational efficiency with better SAP master records

Automate the creation and maintenance of SAP data to avoid bottlenecks, improve governance and control, provide visibility to stakeholders, and eliminate errors and duplication.

The Challenge

Maintaining accurate, up to date financial master records requires a perfect balance between accessibility and control. Restricting the ability to create and change master records to a small number of people leads to bottlenecks that can delay the period close. However, allowing indiscriminate or ungoverned access can cause errors and duplicate records that lead to bad transactional data and incorrect accounting and reporting.

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Automating FB50 with Winshuttle Transaction

Create GL account

Create GL account

The Winshuttle Solution

Give finance professionals the power to implement, control and govern the creation of finance master records, without needing to rely on unstructured knowledge about the process. Winshuttle’s data and process automation capabilities allow organizations to define the data and type of interaction model that is most optimal for extracting, reviewing, transforming and updating SAP finance master records. Using existing SAP logon credentials, you can provide robust auditing and rollback capabilities to maximize flexibility while minimizing risk.

Capabilities

Data entry

Finance teams can use Winshuttle enabled spreadsheets to consolidate data from disparate sources and upload it to SAP or create and make adjustments to SAP master record data on a single record or mass basis.

Mass data operations

Use Microsoft Excel as a tool for securely creating and changing medium to large master data sets in SAP, ensuring that the financial structure accurately reflects current operations.

Process automation

Winshuttle’s easy to use Workflow solutions allow organizations to automate routine data collection, routing, approval, and other core functions, making it easier to arrive at consensus and execute master record management transactions quickly and accurately.

Tactical reporting

Winshuttle provides secure tools for ad-hoc data extraction of master record information from SAP tables, allowing for flexible custom reporting that makes master record data available to managers and decision makers throughout the organization.

Results

Customers are using Winshuttle to optimize financial master record operations, allowing them to:

  • Reduce errors and duplicates in General Ledger accounts, cost and profit centers, and other key records.
  • Improve data quality inputs to OLTP systems.
  • Easily create and move accounts to new structures faster.

The only product out there that met the need was Winshuttle.

Erin Stone
SAP FI-CO Senior Analyst
B. Braun