SAP workflow classics

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SAP workflow classics

  1. 1. SAP Workflow ClassicsSession 803Martin Maguth, NorikkonTorsten Schnorpfeil, Norikkon
  2. 2. AGENDA1. Introduction2. Purchase requisition release3. Parked invoice approval4. TMS transport release
  3. 3. KEY LEARNING POINTSHow to configure and activate a workflow template forpurchase order releasesHow to configure and activate a workflow template forparked invoice approvalHow to configure and activate a workflow template forCTS transport releases
  4. 4. AGENDA1. Introduction2. Purchase requisition release3. Parked invoice approval4. TMS transport release
  5. 5. PURCHASE REQUISITION RELEASEWorkflow template: WS00000038Description: wf_req_rel•Enables the approval processing ofpurchase requisition items.•Upon creation or change of apurchase requisition, the workflowis triggered.•The workflow initiator is informedabout release decision made in theprocess.
  6. 6. PURCHASE REQUISITION RELEASEConfiguration steps:1.Review workflow template2.Configure requisition release strategy3.Maintain role resolution4.Activate event link5.Test workflow
  7. 7. PURCHASE REQUISITION RELEASE1. Review workflow template• Use transaction PFTC to accessWS00000038• Business object BUS2009• Triggering eventBUS2009.RELEASESTEPCREATED• Task TS00007986 (has defaultrule 148 and terminatingevents)• Confirmation messages sent toworkflow initiator
  8. 8. PURCHASE REQUISITION RELEASE2. Configure requisition release strategy• Verify class FRG_EBAN (or custom class) intransaction CL02• Go to SAP IMG (Materials Management->Purchasing-> Purchase Requisition->ReleaseProcedure-> Procedure with Classification• Maintain release group, codes, and indicators• Maintain release strategy
  9. 9. PURCHASE REQUISITION RELEASEMaintain releasegroupMaintain release codesReview releaseindicators
  10. 10. PURCHASE REQUISITION RELEASEMaintain release strategyRelationship ofrelease codesStatus ofrequisition withrelease codesWhen to applyrelease strategy
  11. 11. PURCHASE REQUISITION RELEASE3. Maintain role resolution• Workflow template uses default rule 148 todetermine release agent• Go to SAP IMG (Materials Management->Purchasing-> Purchase Requisition->ReleaseProcedure-> Procedure with Classification andselect Workflow• Assign SAP user or organizational object to releasestrategy and plant
  12. 12. PURCHASE REQUISITION RELEASEMaintain user assignmentsto release codes
  13. 13. PURCHASE REQUISITION RELEASE4. Activate linkage for triggering event• Go to transaction SWETYPV and activate link forworkflow template WS00000038 and eventBUS2009.RELEASESTEPCREATED
  14. 14. PURCHASE REQUISITION RELEASEMake sure that box “LinkageActivated” is checked
  15. 15. PURCHASE REQUISITION RELEASE5. Test workflow
  16. 16. AGENDA1. Introduction2. Purchase requisition release3. Parked invoice approval4. TMS transport release
  17. 17. PARKED INVOICE APPROVALWorkflow template: WS00400032Description: FIPP_FRAME2•Enables the approval processing ofparked vendor invoices withoutpurchase order•Upon creation of a new parkedinvoice, the workflow is triggered•The workflow manages approvals insequential fashion
  18. 18. PARKED INVOICE APPROVALConfiguration steps:1.Review workflow template2.Configure release approval paths3.Assign approvers4.Activate event link5.Test workflow
  19. 19. PARKED INVOICE APPROVAL1. Review workflow template• Use transaction PFTC to accessWS00400032• Business object FIPP• Triggering event FIPP.CREATED• Workflow loops until invoice isposted or deleted• Uses dynamic subworkflows foraccount assignment approvaland amount approval
  20. 20. PARKED INVOICE APPROVAL2. Configure release approval paths• Go to SAP IMG (FinancialAccounting->Global Settings->Document->DocumentParking)• Create workflow variant and assignto company code• Maintain approval groups, paths,and procedures
  21. 21. PARKED INVOICE APPROVALMaintain workflowvariant Assign variant tocompany codeAccount assignmentsubworkflow
  22. 22. PARKED INVOICE APPROVALDefine release group andassign to vendor masterMaintain releaseapproval path Assign approval path toworkflow variant andrelease groupAssign workflows foramount release
  23. 23. PARKED INVOICE APPROVAL3. Assign approvers• Go to SAP IMG (Financial Accounting->Global Settings->Document->DocumentParking)• Define users with release authorization forparking documents
  24. 24. PARKED INVOICE APPROVAL
  25. 25. PARKED INVOICE APPROVAL4. Activate linkage for triggering event• Go to transaction SWETYPV and activate linkfor workflow template WS00400032 andevent FIPP.CREATED
  26. 26. PARKED INVOICE APPROVALMake sure that box “LinkageActivated” is checked
  27. 27. PARKED INVOICE APPROVAL5. Test workflow
  28. 28. AGENDA1. Introduction2. Purchase requisition release3. Parked invoice approval4. TMS transport release
  29. 29. TMS TRANSPORT RELEASEWorkflow template: WS71000008Description: ctw_pt_roles•Enables the approval processing oftransport proposals before transport ismoved to target system•Upon creation of a new transportproposal, the workflow is triggered•Used when “Responsibility” isselected for routing, otherwiseWS30000524 is used
  30. 30. TMS TRANSPORT RELEASEConfiguration steps:1.Review workflow template2.Configure transport management system3.Assign agents4.Test workflow
  31. 31. TMS TRANSPORT RELEASE1. Review workflow template• Use transaction PFTC to accessWS71000008• Business object CTPROPOSAL• Workflow handles approval andimport• Prerequisites:• SAP system configured as transportdomain controller• Transport routes for workflow areconfigured
  32. 32. TMS TRANSPORT RELEASE2. Configure transport managementsystem• Go to transaction STMS andthen menu Overview->Systems,Go To->Transport Domain, Thentab Workflow Engine• Select domain• Enter RFC information
  33. 33. TMS TRANSPORT RELEASEMaintain workflow engineWorkflow engine willbe activated
  34. 34. TMS TRANSPORT RELEASE3. Assign approval agents• Automatic assignment (retrievesapprovers from workflowconfiguration)• Responsibility (allows “you” toconfigure responsible agents viaresponsibility rule)
  35. 35. TMS TRANSPORT RELEASESelectresponsibilityMaintain rule7100000136Enter responsibility
  36. 36. TMS TRANSPORT RELEASE4. Test workflow
  37. 37. Questions?Martin MaguthNorrikon(646) 371-0935martin@norikkon.com
  38. 38. THANK YOU FOR PARTICIPATINGPlease provide feedback on this session bycompleting a short survey via the event mobileapplication.SESSION CODE: 803For ongoing education on this area of focus,visit www.ASUG.com

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