This document summarizes key steps for configuring three SAP workflow templates: 1) Purchase requisition release, which triggers on creation or change of a purchase requisition to enable approval processing; 2) Parked invoice approval, which triggers on creation of a parked vendor invoice to manage sequential approvals; and 3) TMS transport release, which triggers on creation of a new transport proposal to enable approval processing before moving to the target system. Configuration steps covered include reviewing the workflow template, configuring the associated business process (e.g. release strategy, approval paths), assigning approvers, and activating the triggering event link.

1. SAP Workflow Classics
Session 803
Martin Maguth, Norikkon
Torsten Schnorpfeil, Norikkon

2. AGENDA
1. Introduction
2. Purchase requisition release
3. Parked invoice approval
4. TMS transport release

3. KEY LEARNING POINTS
How to configure and activate a workflow template for
purchase order releases
How to configure and activate a workflow template for
parked invoice approval
How to configure and activate a workflow template for
CTS transport releases

4. AGENDA
1. Introduction
2. Purchase requisition release
3. Parked invoice approval
4. TMS transport release

5. PURCHASE REQUISITION RELEASE
Workflow template: WS00000038
Description: wf_req_rel
•Enables the approval processing of
purchase requisition items.
•Upon creation or change of a
purchase requisition, the workflow
is triggered.
•The workflow initiator is informed
about release decision made in the
process.

6. PURCHASE REQUISITION RELEASE
Configuration steps:
1.Review workflow template
2.Configure requisition release strategy
3.Maintain role resolution
4.Activate event link
5.Test workflow

7. PURCHASE REQUISITION RELEASE
1. Review workflow template
• Use transaction PFTC to access
WS00000038
• Business object BUS2009
• Triggering event
BUS2009.RELEASESTEPCREATED
• Task TS00007986 (has default
rule 148 and terminating
events)
• Confirmation messages sent to
workflow initiator

8. PURCHASE REQUISITION RELEASE
2. Configure requisition release strategy
• Verify class FRG_EBAN (or custom class) in
transaction CL02
• Go to SAP IMG (Materials Management-
>Purchasing-> Purchase Requisition->Release
Procedure-> Procedure with Classification
• Maintain release group, codes, and indicators
• Maintain release strategy

9. PURCHASE REQUISITION RELEASE
Maintain release
groupMaintain release codes
Review release
indicators

10. PURCHASE REQUISITION RELEASE
Maintain release strategy
Relationship of
release codes
Status of
requisition with
release codes
When to apply
release strategy

11. PURCHASE REQUISITION RELEASE
3. Maintain role resolution
• Workflow template uses default rule 148 to
determine release agent
• Go to SAP IMG (Materials Management-
>Purchasing-> Purchase Requisition->Release
Procedure-> Procedure with Classification and
select Workflow
• Assign SAP user or organizational object to release
strategy and plant

12. PURCHASE REQUISITION RELEASE
Maintain user assignments
to release codes

13. PURCHASE REQUISITION RELEASE
4. Activate linkage for triggering event
• Go to transaction SWETYPV and activate link for
workflow template WS00000038 and event
BUS2009.RELEASESTEPCREATED

14. PURCHASE REQUISITION RELEASE
Make sure that box “Linkage
Activated” is checked

15. PURCHASE REQUISITION RELEASE
5. Test workflow

16. AGENDA
1. Introduction
2. Purchase requisition release
3. Parked invoice approval
4. TMS transport release

17. PARKED INVOICE APPROVAL
Workflow template: WS00400032
Description: FIPP_FRAME2
•Enables the approval processing of
parked vendor invoices without
purchase order
•Upon creation of a new parked
invoice, the workflow is triggered
•The workflow manages approvals in
sequential fashion

18. PARKED INVOICE APPROVAL
Configuration steps:
1.Review workflow template
2.Configure release approval paths
3.Assign approvers
4.Activate event link
5.Test workflow

19. PARKED INVOICE APPROVAL
1. Review workflow template
• Use transaction PFTC to access
WS00400032
• Business object FIPP
• Triggering event FIPP.CREATED
• Workflow loops until invoice is
posted or deleted
• Uses dynamic subworkflows for
account assignment approval
and amount approval

20. PARKED INVOICE APPROVAL
2. Configure release approval paths
• Go to SAP IMG (Financial
Accounting->Global Settings-
>Document->Document
Parking)
• Create workflow variant and assign
to company code
• Maintain approval groups, paths,
and procedures

21. PARKED INVOICE APPROVAL
Maintain workflow
variant Assign variant to
company code
Account assignment
subworkflow

22. PARKED INVOICE APPROVAL
Define release group and
assign to vendor master
Maintain release
approval path Assign approval path to
workflow variant and
release group
Assign workflows for
amount release

23. PARKED INVOICE APPROVAL
3. Assign approvers
• Go to SAP IMG (Financial Accounting-
>Global Settings->Document->Document
Parking)
• Define users with release authorization for
parking documents

24. PARKED INVOICE APPROVAL

25. PARKED INVOICE APPROVAL
4. Activate linkage for triggering event
• Go to transaction SWETYPV and activate link
for workflow template WS00400032 and
event FIPP.CREATED

26. PARKED INVOICE APPROVAL
Make sure that box “Linkage
Activated” is checked

27. PARKED INVOICE APPROVAL
5. Test workflow

28. AGENDA
1. Introduction
2. Purchase requisition release
3. Parked invoice approval
4. TMS transport release

29. TMS TRANSPORT RELEASE
Workflow template: WS71000008
Description: ctw_pt_roles
•Enables the approval processing of
transport proposals before transport is
moved to target system
•Upon creation of a new transport
proposal, the workflow is triggered
•Used when “Responsibility” is
selected for routing, otherwise
WS30000524 is used

30. TMS TRANSPORT RELEASE
Configuration steps:
1.Review workflow template
2.Configure transport management system
3.Assign agents
4.Test workflow

31. TMS TRANSPORT RELEASE
1. Review workflow template
• Use transaction PFTC to access
WS71000008
• Business object CTPROPOSAL
• Workflow handles approval and
import
• Prerequisites:
• SAP system configured as transport
domain controller
• Transport routes for workflow are
configured

32. TMS TRANSPORT RELEASE
2. Configure transport management
system
• Go to transaction STMS and
then menu Overview->Systems,
Go To->Transport Domain, Then
tab Workflow Engine
• Select domain
• Enter RFC information

33. TMS TRANSPORT RELEASE
Maintain workflow engineWorkflow engine will
be activated

34. TMS TRANSPORT RELEASE
3. Assign approval agents
• Automatic assignment (retrieves
approvers from workflow
configuration)
• Responsibility (allows “you” to
configure responsible agents via
responsibility rule)

35. TMS TRANSPORT RELEASE
Select
responsibility
Maintain rule
7100000136
Enter responsibility

36. TMS TRANSPORT RELEASE
4. Test workflow

37. Questions?
Martin Maguth
Norrikon
(646) 371-0935
martin@norikkon.com

39. THANK YOU FOR PARTICIPATING
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SESSION CODE: 803
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