Integrate with EWF (Easy Workflow)

GLSU supports integration with EWF, another Insightsoftware solution offering a robust workflow solution. The following describes features and functionality ONLY available if you are also using EWF.

When using an integrated GLSU-EWF solution, certain functions and the ability to update certain fields within the spreadsheet will be unavailable during the EWF process. For instance, during an approval process, the spreadsheet will be protected as a control, to ensure the contents and data of the spreadsheet do not change from the original used at the very beginning of the workflow.

While certain context sensitive fields and functions will be disabled to the user, this does not mean no fields will be updated during an EWF enabled GLSU process. Please refer to the screen below.

In this case, 3 document postings were attempted, but only 2 were successful. Since the 2 successful documents represent a logically completed unit of work (a balanced and error free journal posting), they are posted. The 3rd document displays “SAP ERROR” since a backend SAP error was encountered which the pre-validations did not catch. In this case, this workflow is sent back to EWF for further processing according to the EWF rules which have been configured. Once resolved, it will progress through the workflow again and appear as in the screen below. Again, only the user with create/edit authority in EWF will be able to modify the entry.

Note: Special EWF processing for errored documents will occur in regular, cross company (inter- company) and dropped header documents. For split documents (individually documents with more than 999 lines items), any errors will need to be corrected like they are with regular GLSU processing in the SM35 batch session. This is because the balancing entry for each document is contained only in the session (not in the spreadsheet). Furthermore, the integrity of the spreadsheet needs to be maintained for auditability purposes, so modification does not make sense.

Closing Metrics Report/Dashboard

Starting in version 23.1, GLSU will generate an in-workbook worksheet which contains select GLSU document processing metrics. This report can be run for a single or dual periods and for yourself or all GLSU users (premium and standard if “all” is selected).

From the GLSU menu in Excel.

1. Select Initialize.
2. Select Radio button Create Run Statistics Sheet.
3. Select ok.
4. Enter your from Date/Time selects for a one or two period report.
5. Select all or your user ID.
6. Select ok.
7. A new sheet is generated starting with Statistics_Sheet.

If you ran a single period report the sheet will contain contents similar to the following:

If you ran a dual period report, the sheet will have two reports displayed side-by-side and addition graphical charts showing a percentage comparison of the data.

You can use this report to gauge processing volumes and times between close periods. You can also run it during a close cycle to quickly spot anomalies in processing which may stray from expected norms.