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