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

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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

activate a workflow template for parked invoice approval How

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

5 PURCHASE REQUISITION RELEASE Workflow template: WS 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.

Upon creation or change of a purchase requisition, the workflow is

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 WS Business object BUS2009 Triggering event BUS2009.RELEASESTEPCREATED Task TS (has default rule 148 and terminating events) Confirmation messages sent to workflow initiator

Business object BUS2009 Triggering event BUS2009.

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

transaction CL02 Go to SAP IMG (Materials Management- >Purchasing-> Purchase

9 PURCHASE REQUISITION RELEASE Maintain release group Maintain 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

release agent Go to SAP IMG (Materials Management- >Purchasing-> Purchase

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 WS and event BUS2009.RELEASESTEPCREATED

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

15 5. Test workflow PURCHASE REQUISITION RELEASE

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

17 PARKED INVOICE APPROVAL Workflow template: WS 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

without purchase order Upon creation of a new parked invoice, the

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 WS 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 Account assignment subworkflow Maintain workflow variant Assign variant to company code

22 PARKED INVOICE APPROVAL Define release group Maintain and release assign to vendor approval master 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 WS and event FIPP.CREATED

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

27 5. Test workflow PARKED INVOICE APPROVAL

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

29 TMS TRANSPORT RELEASE Workflow template: WS 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 WS 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 WS 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 engine Workflow 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 Enter responsibility Select responsibility Maintain rule

36 4. Test workflow TMS TRANSPORT RELEASE

37 Questions? Martin Maguth Norrikon (646)

39 THANK YOU FOR PARTICIPATING Please provide feedback on this session by completing a short survey via the event mobile application. SESSION CODE: 803 For ongoing education on this area of focus, visit

SAP MM: Purchase Requisition with Classification and Workflow Approval

SAP MM: Purchase Requisition with Classification and Workflow Approval Applies to: SAP 4.7 and above, SAP-MM-PUR-REL. For more information, visit the Enterprise Resource Planning homepage. Summary The