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ASUG Pacific Northwest Chapter MeetingCustomer Case Study: PacifiCorp Gains Payback with Process Improvement in Daily JE Processing
Americas’ SAP Users’ Group
Introductions
Mark Page
SAP Business Systems
Analyst
PacifiCorp
Tim Curtin
Solutions Specialist
Z Option, Inc.
Agenda – In this session
Wrap-Up
Questions & Answers
GLSU
Z Option Information
PacifiCorp
About Z Option
Located in Lewisville, Texas (Near Dallas, TX – U.S.)
Formed in 1998 by accountants and programmers
SAP software solution partner
Customers of all sizes and industries, worldwide
Z Option has hundreds of customers
with thousands of users worldwide.
For a more complete list of our
customers, visit www.zoption.com.
Software Tools
Start posting documents in a few hours with a free remote
installation service
GLSU uses standard SAP authorizations
Reduce support and development costs
Powerful, flexible, user-friendly solutions
Agenda – In this session
Wrap-Up
Questions & Answers
GLSU
Z Option Information
PacifiCorp
About PacifiCorp
PacifiCorp, a subsidiary of Berkshire Hathaway Energy,
is an electric utility company headquartered in Portland
Oregon. It is the parent company of Pacific Power,
Rocky Mountain Power, and PacifiCorp Energy.
About Mark Page
Mark has been with PacifiCorp for 33 years. With a background in accounting he
worked in several accounting and budgeting areas. After PacifiCorp implemented
SAP, he transitioned from accounting to SAP support, initially working with master
data and closing processes, then moving on to functional support.
Mark now works as a SAP Senior Functional Support Analyst, supporting A/P, A/R,
Treasury, Travel Management, and finance system interfaces to and from SAP.
PacifiCorp – SAP Environment
First implemented SAP R/3: 1999
Current SAP version: ECC 6.0 EHP 6
SAP Modules: FI/ CO/ MM/ PS / WM / HR
GLSU Customer since: 2002
Process Before GLSU: In-house designed custom program
PacifiCorp - Typical Uses of GLSU
Accruals
Ad-hoc entries
Large Accounts Payable Entries
Post GL entries from non-SAP
subsidiaries
PacifiCorp – Favorite Benefits of GLSU
Easily customizable
Quick validation of data (cost objects, GLs, etc.)
Much easier to use than standard SAP
Easy to implement and learn
Dropped header functionality
Backup spreadsheets attached to JE
Document Number returned to template –
drilldown capability
Case Study – PacifiCorp
Issue: Posting 700 weekly invoices
from a single vendor into SAP in an
efficient manner.
Result: Individual invoices posted in
SAP using standard Excel
functionality.
Case Study – PacifiCorp
Spreadsheet populated by vendor and sent to Accounts
Payable for posting
Case Study – PacifiCorp
Data copied into GLSU template and sorted
Case Study – PacifiCorp
Spreadsheet verified, posted, document number returned, and support attached
Agenda – In this session
Wrap-Up
Questions & Answers
GLSU
Z Option Information
PacifiCorp
Current Challenges
Non-flexible upload tool
Errors on large journal entries
New implementations
Multiple currencies
Cross company postingsLarge external file uploads
SAP upgrade
Mergers/acquisitions
Multiple vendors
Month-end closing process
Key Features of GLSU
Easy user interface
Leverage existing Excel skills
Pre-validation of data before posting
Master data lookups
Post more than 1000 linesPost directly from the
spreadsheet
Flexible layouts
SAP document numbers returned
Attach source workbook to posted document in SAP
Post multiple documents from one worksheet
GLSU Common Uses
Attach source document (entire workbook)
Misc. vendors
Multiple currency entries
Cross-company transactions
COPAPayroll
Travel and expense process
P-cards (i.e. phone bills, lease payments)
Accrual entries
Acquisition/Migration (moving legacy information)
“We’ll have been using GLSU for two years and I cannot tell you what a
positive impact it has had on our finance users.” – Director
“Since implementing GLSU, we’ve managed to achieve our goal of a
[much shorter] closing, down from 8 weeks.” – ICT Officer, FI Unit
“There is simply no limit to how you can use GLSU if you’re familiar with
Excel.” – SAP Business Analyst
“We use GLSU to improve overall productivity.” – Senior Accountant
“SAP is dynamic, my clients’ businesses are dynamic, and they need
dynamic tools like GLSU.” – Independent SAP Consultant
Customer Comments
Review customer success stories and published articles at www.zoption.com.
Customer Success Stories
“With GLSU, we save time
and money.” –FI Project Manager
“[GLSU] is the best of both worlds. We get the functionality of
SAP software and the user-friendliness of the Microsoft Excel
front-end.” –Manager of Finance
“With GLSU, we don’t have to maintain the
software, and it gives us better
flexibility with more options.” – IT
Project Manager
“As accountants, we know Microsoft Excel
very well – so the more we can do in spreadsheets, the
more productive we can be.” – Accounting
Manager
GLSU has increased our data integrity on
all levels, from finance to marketing. Users have commented on the quality, volume,
and accuracy of data.” – General Accountant
GLSU
Maintain Your Security
Reduce Your Costs
Empower Your Users
Increase Your Productivity
Agenda – In this session
Wrap-Up
Questions & Answers
Z Option Information
PacifiCorp
GLSU
Questions & Next Steps
Contact Information:
www.zoption.com
972-315-8800
Tim Curtin – Z Option
Mark Page – PacifiCorp
Agenda – In this session
Wrap-Up
Z Option Information
PacifiCorp
GLSU
Questions & Answers
Wrap-Up
Thank you for joining us for
today’s session.
Please contact us if you have
questions or would like
additional information.
Thank You!
SAP, R/3, mySAP, mySAP.com, SAP NetWeaver®, Duet™®, PartnerEdge, and other
SAP products and services mentioned herein as well as their respective logos are
trademarks or registered trademarks of SAP AG in Germany and in several other
countries all over the world. All other product and service names mentioned are the
trademarks of their respective companies. Z Option is neither owned nor controlled
by SAP.
Disclaimer
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