asug 0803 sap workflow classics
TRANSCRIPT
SAP Workflow Classics Session 803 Martin Maguth, Norikkon Torsten Schnorpfeil, Norikkon
AGENDA
1. Introduction
2. Purchase requisition release
3. Parked invoice approval
4. TMS transport release
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
AGENDA
1. Introduction
2. Purchase requisition release
3. Parked invoice approval
4. TMS transport release
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.
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
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
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
PURCHASE REQUISITION RELEASE
Maintain release group Maintain release codes
Review release indicators
PURCHASE REQUISITION RELEASE
Maintain release strategy
Relationship of release codes
Status of requisition with release codes
When to apply release strategy
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
PURCHASE REQUISITION RELEASE
Maintain user assignments to release codes
PURCHASE REQUISITION RELEASE
4. Activate linkage for triggering event
• Go to transaction SWETYPV and activate link for workflow template WS00000038 and event BUS2009.RELEASESTEPCREATED
PURCHASE REQUISITION RELEASE
Make sure that box “Linkage Activated” is checked
PURCHASE REQUISITION RELEASE
5. Test workflow
AGENDA
1. Introduction
2. Purchase requisition release
3. Parked invoice approval
4. TMS transport release
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
PARKED INVOICE APPROVAL
Configuration steps:
1. Review workflow template
2. Configure release approval paths
3. Assign approvers
4. Activate event link
5. Test workflow
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
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
PARKED INVOICE APPROVAL
Maintain workflow variant Assign variant to
company code
Account assignment subworkflow
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
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
PARKED INVOICE APPROVAL
PARKED INVOICE APPROVAL
4. Activate linkage for triggering event
• Go to transaction SWETYPV and activate link for workflow template WS00400032 and event FIPP.CREATED
PARKED INVOICE APPROVAL
Make sure that box “Linkage Activated” is checked
PARKED INVOICE APPROVAL
5. Test workflow
AGENDA
1. Introduction
2. Purchase requisition release
3. Parked invoice approval
4. TMS transport release
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
TMS TRANSPORT RELEASE
Configuration steps:
1. Review workflow template
2. Configure transport management system
3. Assign agents
4. Test workflow
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
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
TMS TRANSPORT RELEASE
Maintain workflow engine Workflow engine will be activated
TMS TRANSPORT RELEASE
3. Assign approval agents
• Automatic assignment (retrieves approvers from workflow configuration)
• Responsibility (allows “you” to configure responsible agents via responsibility rule)
TMS TRANSPORT RELEASE
Select responsibility
Maintain rule 7100000136
Enter responsibility
TMS TRANSPORT RELEASE
4. Test workflow
THANK YOU FOR PARTICIPATING
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SESSION CODE: 803
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