PM/CS - Plant Maintenance & Customer Service: Workflow Scenario

Release 4.6C

HELP.BCBMTWFMPM

PM/CS - Plant Maintenance & Customer Service: Workflow Scena

SAP AG

Copyright
© Copyright 2001 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft , WINDOWS , NT , EXCEL , Word , PowerPoint and SQL Server are registered trademarks of Microsoft Corporation. IBM , DB2 , OS/2 , DB2/6000 , Parallel Sysplex , MVS/ESA , RS/6000 , AIX , S/390 , ® ® ® AS/400 , OS/390 , and OS/400 are registered trademarks of IBM Corporation. ORACLE is a registered trademark of ORACLE Corporation. INFORMIX -OnLine for SAP and Informix Dynamic Server Informix Software Incorporated.
® ® ® ® ® ® TM ® ® ® ® ® ® ® ® ® ® ® ® ® ® ® ® ®

are registered trademarks of

UNIX , X/Open , OSF/1 , and Motif are registered trademarks of the Open Group. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C , World Wide Web Consortium, Massachusetts Institute of Technology. JAVA is a registered trademark of Sun Microsystems, Inc. JAVASCRIPT is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, SAP Logo, R/2, RIVA, R/3, ABAP, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mySAP.com Logo and mySAP.com are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other products mentioned are trademarks or registered trademarks of their respective companies.
® ® ®

2

April 2001

SAP AG

PM/CS - Plant Maintenance & Customer Service: Workflow Scena

Icons
Icon Meaning Caution Example Note Recommendation Syntax Tip

April 2001

3

PM/CS - Plant Maintenance & Customer Service: Workflow Scena

SAP AG

Contents
PM/CS - Plant Maintenance & Customer Service: Workflow Scenarios.................... 8
Maintenance Notifications (PM-WOC-MN) ................................................................................................ 9 Processing of a Maintenance Notification (PM-WOC-MN) .................................................................... 10 Technical Realization (PM-WOC-MN).................................................................................................... 12 Process for Workflow Template WS20000317....................................................................................... 13 Preparation and Customizing (PM-WOC-MN) ....................................................................................... 14 Operation and Link to Application Functions (PM-WOC-MN) ................................................................ 15 Completion of a Task (PM-WOC-MN)....................................................................................................... 17 Technical Realization (PM-WOC-MN / Completing a Task) .................................................................. 18 Process for Workflow (PM-WOC-MN / Completing a Task)................................................................... 19 Preparation and Customizing (PM-WOC-MN / Completing a Task) ...................................................... 21 Operation/Link to Application Functions (PM-WOC-MN/Complete Task).............................................. 22 Processing an Outstanding Maintenance Notification (PM-WOC-MN) ................................................ 24 Technical Realization (PM-WOC-MN / Outstanding PM Notification).................................................... 25 Object Type BUS2038 (Maintenance Notification) ........................................................................... 26 Standard Task TS00008314 (Process Outstanding PM Notification)............................................... 27 Workflow Template WS00200065 (PM: Processing a Notification).................................................. 28 Steps in a Workflow........................................................................................................................... 29 Preparation and Customizing (PM-WOC-MN / Outstanding Maintenance Notification) ........................ 31 Processing the Organizational Structure........................................................................................... 32 Perform Task-Specific Customizing .................................................................................................. 33 Activate Event-Receiver Linkage ................................................................................................. 34 Operation and Link to Application Functionality (PM-WOC-MN / Outstanding PM Notification) ........... 35 Processing an ............................................................................................................................................ 36 Technical Realization (PM-WOC-MN / PM Notification in Process) ...................................................... 37 Object Type BUS2038 (PM Notification)........................................................................................... 38 Standard Task TS00008314 (PM Task Process Notification)........................................................... 39 Workflow Template WS00200095 (PM: Putting a Notification in Process)....................................... 40 Steps in a Workflow........................................................................................................................... 41 Preparation and Customizing (PM-WOC-MN / Maintenance Notification in Process)........................... 42 Processing the Organizational Structure........................................................................................... 43 Perform Task-Specific Customizing .................................................................................................. 44 Activate Event-Receiver Linkage ................................................................................................. 45 Operation and Link to Application Functionality (PM-WOC-MN / In-process PM notification)............... 46 Completing a Maintenance Notification (PM-WOC-MN) ........................................................................ 47 Technical Realization (PM-WOC-MN / Completing PM Notification) ..................................................... 48 Object Type BUS2038 (Maintenance Notification) ........................................................................... 49 Standard Task TS00008316 (Complete) .......................................................................................... 50 Workflow Template WS00200075 (PM: Completing a Notification) ................................................. 51 Steps in a Workflow........................................................................................................................... 52 Preparation and Customizing (PM-WOC-MN / Completing a Maintenance Notification) ...................... 53 Processing the Organizational Structure........................................................................................... 54 Perform Task-Specific Customizing .................................................................................................. 55 Activate Event-Receiver Linkage ................................................................................................. 56

4

April 2001

SAP AG

PM/CS - Plant Maintenance & Customer Service: Workflow Scena

Operation and Link to Application Functionality (PM-WOC-MN / Complete PM Notification) ............... 57 Maintenance and Service Orders (PM-WOC-MO / CS-SE)..................................................................... 58 Purchase Order Change (PM-WOC-MO / CS-SE) ................................................................................... 59 Technical Realization (PM-WOC-MO / CS-SE) ..................................................................................... 61 Preparation and Customizing (PM-WOC-MO / CS-SE Purchase Order Change)................................. 63 Operation & Link to Application Functions (PM-WOC-MO / CS-SE Purchase Order Change) ............. 65 Notifying the Order Creator(PM-WOC-MO) ............................................................................................. 66 Technical Realization (PM-WOC-MO / Notification of the Order Creator) ............................................. 67 Object Type BUS2007 (Maintenance Order) .................................................................................... 68 Standard Task TS20000004 (PMO Order Created) ......................................................................... 69 Standard Task TS20000005 (PMO Order Released) ....................................................................... 70 Standard Task TS20000006 (PMO Order Completely Confirmed) .................................................. 71 Standard Task TS20000007 (PMO Order Technically Completed).................................................. 72 Standard Task TS20000031 (Business Completion for PMO Order) ............................................... 73 Workflow Template WS20000021 (PMO Author) ............................................................................. 74 Scenario Procedure........................................................................................................................... 75 Preparation and Customizing (PM-WOC-MO / Notification of Order Creator)....................................... 76 Processing the Organizational Structure........................................................................................... 77 Performing Task-Specific Customizing ............................................................................................. 78 Activating Event-Receiver Linkage .............................................................................................. 79 Operation and Link to Application Functionality (PM-WOC-MO / Notifying the Order Creator)............. 80 Notifying the Employee Responsible (PM-WOC-MO) ............................................................................ 81 Technical Realization (PM-WOC-MO / Notification of the Employee Responsible) .............................. 82 Object Type BUS2007 (Maintenance Order) .................................................................................... 83 Standard Task TS20000064 (PMO Order is Released by PM Planner)........................................... 84 Workflow Template WS20000014 (PM: PMO Maintenance Planner) .............................................. 85 Scenario Procedure........................................................................................................................... 86 Preparation and Customizing (PM-WOC-MO / Notification of Employees Responsible) ...................... 87 Processing the Organizational Structure........................................................................................... 88 Performing Task-Specific Customizing ............................................................................................. 89 Activate Event-Receiver Linkage ................................................................................................. 90 Operation and Link to Application Functionality (PM-WOC-MO / Notifying the Employee Responsible)........................................................................................................................................... 91 Notifying the Work Centers Involved (PM-WOC-MO)............................................................................. 92 Technical Realization (PM-WOC-MO / Notification of Work Centers Involved)..................................... 94 Object Type AFVC_PM (Maintenance Order Operation).................................................................. 95 Standard Task TS20000015 (PMO Order Released) ....................................................................... 96 Standard Task TS20000056 (PMO Operation Completely Confirmed)............................................ 97 Standard Task TS20000016 (PMO Operation Completely Confirmed)............................................ 98 Workflow Template WS20000031 (PMO Operation) ........................................................................ 99 Scenario Procedure......................................................................................................................... 100 Preparation and Customizing (PM-WOC-MO / Notification of Work Centers Involved)....................... 101 Processing the Organizational Structure......................................................................................... 102 Performing Task-Specific Customizing ........................................................................................... 103 Activate Event-Receiver Linkage ............................................................................................... 104 Operation and Link to Application Functionality (PM-WOC-MO / Notifying the Work Centers Involved) ............................................................................................................................................... 105

April 2001

5

PM/CS - Plant Maintenance & Customer Service: Workflow Scena

SAP AG

Service Notifications (CS-PM-SN).......................................................................................................... 106 Processing of a Service Notification (CS-CM-SN)................................................................................ 107 Technical Realization (CS-CM-SN)...................................................................................................... 109 Process for Workflow Template WS20000318..................................................................................... 110 Preparation and Customizing (CS-CM-SN).......................................................................................... 111 Operation and Link to Application Functions (CS-CM-SN) .................................................................. 112 Completion of a Task (CS-CM-SN)......................................................................................................... 114 Technical Realization (CS-CM-SN / Completing a Task)..................................................................... 115 Process for Workflow (CS-CM-SN / Completing a Task)..................................................................... 116 Preparation and Customizing (CS-CM-SN / Completing a Task) ........................................................ 118 Operation and Link to Application Functions (CS-CM-SN / Completing a Task)................................. 119 Processing an Outstanding Service Notification (CS-CM-SN)............................................................ 121 Technical Realization (CS-CM-SN / Outstanding Service Notification) ............................................... 122 Object Type BUS2080 (Service Notification) .................................................................................. 123 Standard Task TS00008336 (Process Outstanding Service Notification) ...................................... 124 Workflow Template WS00200096 (Processing a Service Notification) .......................................... 125 Steps in a Workflow......................................................................................................................... 126 Preparation and Customizing (CS-CM-SN / Outstanding Service Notification) ................................... 127 Processing the Organizational Structure......................................................................................... 128 Perform Task-Specific Customizing ................................................................................................ 129 Activate Event-Receiver Linkage ............................................................................................... 130 Operation and Link to Application Functionality (PM-SMA-SC / Outstanding Service Notification)........................................................................................................................................... 131 Processing a Service Notification in Process (CS-CM-SN)................................................................. 132 Technical Realization (CS-CM-SN / Service Notification in Process).................................................. 133 Object Type BUS2080 (Service Notification) .................................................................................. 134 Standard Task TS00008336 (Process Service Notification)........................................................... 135 Workflow Template WS00200099 (Putting a Service Notification in Process) ............................... 136 Steps in a Workflow......................................................................................................................... 137 Preparation and Customizing (CS-CM-SN / Service Notification in Process)...................................... 138 Processing the Organizational Structure......................................................................................... 139 Perform Task-Specific Customizing ................................................................................................ 140 Activate Event-Receiver Linkage ............................................................................................... 141 Operation and Link to Application Functionality (PM-SMA-SC / In-process Service Notification)........................................................................................................................................... 142 Completing a Service Notification (CS-CM-SN).................................................................................... 143 Technical Realization (CS-CM-SN / Completing a Service Notification) ............................................. 144 Object Type BUS2080 (Service Notification) .................................................................................. 145 Standard Task TS00008338 (Complete Service Notification) ........................................................ 146 Workflow Template WS00200098 (Completing a Service Notification).......................................... 147 Steps in a Workflow......................................................................................................................... 148 Preparation and Customizing (CS-CM-SN / Completing a Service Notification) ................................. 149 Processing the Organizational Structure......................................................................................... 150 Perform Task-Specific Customizing ................................................................................................ 151 Activate Event-Receiver Linkage ............................................................................................... 152 Operation and Link to Application Functionality (PM-SMA-SC / Complete Service Notification) ........ 153

6

April 2001

SAP AG PM/CS .Plant Maintenance & Customer Service: Workflow Scena April 2001 7 .

Workflow Scenarios in Applications [Ext.PM/CS .] 8 April 2001 .Plant Maintenance & Customer Service: Workflow Scenarios SAP AG PM/CS .Plant Maintenance & Customer Service: Workflow Scena PM/CS .Plant Maintenance & Customer Service: Workflow Scenarios See also: BC .

Plant Maintenance & Customer Service: Workflow Scena Maintenance Notifications (PM-WOC-MN) Maintenance Notifications (PM-WOC-MN) This workflow scenario supports you when processing maintenance notifications in the Plant Maintenance (PM) application component.SAP AG PM/CS . April 2001 9 .

The person responsible is notified as soon as the tasks have been completed in the notification and the notification has been saved. the notification coordinator) that all the tasks for the maintenance notification have been completed. This process is represented in a workflow template. Department responsible (if no coordinator has been specified) 3. monitor and complete newly created maintenance notifications efficiently. which triggers and controls the execution of the following standard tasks: • Notifying a person responsible (for example. In this scenario. and that tasks must be defined for the notification Notifying a person responsible that tasks. who are assigned to the task (if neither a coordinator. nor a department has been specified) Prerequisites Refer to Preparation and Customizing (PM-WOC-MN) [Page 14] 10 April 2001 . have been created for the maintenance notification Notifying a person responsible (for example. The person responsible is notified as soon as the tasks have been created in the notification and the notification has been saved. Notification coordinator 2.Plant Maintenance & Customer Service: Workflow Scena Processing of a Maintenance Notification (PM-WOC-MN) SAP AG Processing of a Maintenance Notification (PM-WOC-MN) Purpose This workflow scenario supports your business processes for maintenance processing. Determination of the Person(s) or Department(s) Responsible For each of the above tasks. the notification coordinator) that a new maintenance notification has been created or put in process.PM/CS . All the people. the SAP Business Workflow component helps you to process. the SAP Business Workflow automatically sends a work item to the person(s) or department(s) responsible and informs them that certain tasks need to be executed. and the maintenance notification must either be completed or additional tasks must be defined for the notification • • SAP Business Workflow If the appropriate system settings have been made. which must be processed. The following tasks and triggering events belong to this process: Task Processing of an outstanding maintenance notification without tasks Processing of a maintenance notification with outstanding tasks Completion of a maintenance notification with completed tasks Triggering Event The person responsible is notified when a maintenance notification has been created manually in the system. the system notifies the following people or departments in the order listed below: 1.

Plant Maintenance & Customer Service: Workflow Scena Processing of a Maintenance Notification (PM-WOC-MN) Process Flow Refer to Process for Workflow Template WS20000317 [Page 13] April 2001 11 .SAP AG PM/CS .

You can find the attributes. This task is assigned to the people or departments that are authorized to process the object. These are single-step tasks. Standard tasks: • • • TS20000545 (process new notification) TS20000544 (notification is processed) TS20000546 (complete notification) This template contains the definitions of the workflow task for this workflow scenario. Business object BUS2038 (maintenance notification) Workflow template WS20000317 Standard role AC00000171 12 April 2001 . The role resolution (defined in the standard role definition) is used to determine who is responsible for the processing of a maintenance notification. In this workflow scenario. methods and events for business object BUS2038 in the Business Object Repository of the R/3 System. which belong to the workflow scenarios for maintenance notifications. A maintenance notification corresponds to business object type BUS2038. which refer to an object method. You can use this workflow template to notify the people responsible that a maintenance notification has been created.Plant Maintenance & Customer Service: Workflow Scena Technical Realization (PM-WOC-MN) SAP AG Technical Realization (PM-WOC-MN) The interface between the R/3 functions and the SAP Business Workflow is realized using object technology. A maintenance notification is identified by the notification number (key field). the system processes the following objects: Objects Task group TG20000015 What You Should Know: The task group contains all the workflow objects. The triggering events for this workflow template are CREATED and INPROCESSAGAIN. This is the standard role for maintenance notifications.PM/CS .

6.Plant Maintenance & Customer Service: Workflow Scena Process for Workflow Template WS20000317 Process for Workflow Template WS20000317 Purpose The workflow template for this process is started when you create a new maintenance notification. The system triggers one of the following events for business object BUS2038 (maintenance notification): − − CREATED (maintenance notification created) INPROCESSAGAIN (maintenance notification in process again) 2. Process Flow 1. April 2001 13 . The triggering event starts the workflow template WS2000317 and the linked process as described in the following graphic. Workflow template WS20000317 started Inbox: Person responsible for standard task TS20000545 Send work item Remove work item To do Maintenance notification: – Put in processing – Define tasks – Save notification 1 2 Send work item Inbox: Person responsible for standard task TS20000544 To do Maintenance notification: – Execute tasks – All tasks completed Remove work item 3 Send work item Inbox: Person responsible for standard task TS20000546 To do Maintenance notification: Complete notification or define additional tasks Workflow terminated Remove work item The standard tasks in this process are valid from Release 4.SAP AG PM/CS .

which are required for the SAP Business Workflow component to be used. Activities Make the following settings in Customizing: 1. make sure that you activate the event linkage for the workflow template and not for the standard task. INPROCESSAGAIN) and workflow template WS20000317: Plant Maintenance and Customer Service → Maintenance and Service Processing → Notifications → Set Workflow for Maintenance Notifications → Activate Event Linkage For step three.Plant Maintenance & Customer Service: Workflow Scena Preparation and Customizing (PM-WOC-MN) SAP AG Preparation and Customizing (PM-WOC-MN) Use The application-specific Customizing settings. For more information. which you must make to process this workflow template. are described here. Activate the link between triggering event (CREATED. Prerequisites All the general Customizing settings. Set up the organizational structure and thereby determine your organizational units: Basis → Business Management → SAP Business Workflow → Edit Organizational Structure 2. Assign the organizational units to the standard tasks: Plant Maintenance and Customer Service → Maintenance and Service Processing → Notifications → Set Workflow for Maintenance Notifications → Assign Agents to Tasks 3. have been made. 14 April 2001 . see the Implementation Guide.PM/CS .

SAP AG PM/CS . Completion of a maintenance notification (status of all tasks Completed) The person(s) or department(s) responsible receive a mail (work item) in their inbox informing them of the tasks to be performed. A work item is sent to the work center for the person(s) or department(s) responsible User Activities As the person responsible for a work item. Processing of a newly created maintenance notification (notification status Outstanding) 2. then the SAP Business Workflow automatically ensures that: 1. you have the following options: Options What You Should Know: April 2001 15 . The workflow-triggering event CREATED or INPROCESSAGAIN is generated 2. The workflow template WS20000317 is started 3.Plant Maintenance & Customer Service: Workflow Scena Operation and Link to Application Functions (PM-WOC-MN) Operation and Link to Application Functions (PM-WOCMN) Use This workflow is used to inform the people or departments responsible automatically that a series of tasks must be executed in the following order: 1. Activities System Activities If a maintenance notification is created or put in process again. Processing of a maintenance notification with outstanding tasks (notification status In process) 3.

16 April 2001 . • • • • Processing a maintenance notification manually using a worklist If you process a maintenance notification manually (outside of the workflow). You can set a work item for resubmission as a reminder to process it later. to define who has performed which activities. all the changes to the notification are also considered in the workflow process. You can navigate from the maintenance notification to the workflow log. You can call up another screen for the work item.Plant Maintenance & Customer Service: Workflow Scena Operation and Link to Application Functions (PM-WOC-MN) Processing a work item as a workflow SAP AG To see the work item. Lotus Notes™ or MS Outlook™). The transaction for changing a maintenance notification appears. You have the following processing options: • You can process the work item by double clicking on it. You can receive a work item using another mail system client (for example. choose Office → Inbox. to obtain an overview of outstanding and completed tasks.PM/CS .

A task can refer both to the notification header and the individual notification items. It has a particular status.SAP AG PM/CS . If no person has been specified. It states that a new task has been created in a notification. then the system notifies all the people who are assigned to the task. the SAP Business Workflow automatically sends a work item to the integrated inbox of the person(s) responsible.Plant Maintenance & Customer Service: Workflow Scena Completion of a Task (PM-WOC-MN) Completion of a Task (PM-WOC-MN) Purpose In a maintenance notification. Prerequisites Refer to Preparation and Customizing (PM-WOC-MN / Completing a Task) [Page 21] Process Flow Refer to Process for Workflow (PM-WOC-MN / Completing a Task) [Page 19] April 2001 17 . the person responsible for completing the task can use the workflow to indicate this. The person(s) informed can process the work item directly from their inbox. SAP Business Workflow If the appropriate system settings have been made. The change transaction for the task is called up automatically during processing. you can define one or more tasks to solve the problem recorded in the notification. If you create a task in a notification.

The triggering event for this workflow is CREATED. a task is completed in a maintenance notification.PM/CS . Standard tasks TS00008318 (Complete task) This is a single-step task. In this standard task. In this workflow scenario. which refers to an object method. the system processes the following objects: Objects Task group TG20000015 Object type QM/SM (task) What You Should Know: This task group contains the standard tasks and the workflow template required for this workflow scenario. methods and events for object type QMSM in the Business Object Repository of the R/3 System. You can find the attributes. This task is assigned to the people or departments that are authorized to process the object. Workflow template WS00200074 (PM ComplTask) 18 April 2001 . This workflow template contains the definitions of the workflow task for this workflow scenario.Plant Maintenance & Customer Service: Workflow Scena Technical Realization (PM-WOC-MN / Completing a Task) SAP AG Technical Realization (PM-WOC-MN / Completing a Task) The interface between the R/3 functions and the SAP Business Workflow is realized using object technology. A task corresponds to object type QMSM. You can use this workflow template to notify the people responsible that a critical error must be processed.

then the system notifies all the people who are assigned to this standard task. The standard task is specified in the activity. The role 175 PM_TASK_ROLE (standard role for maintenance notification) is defined as the default role for this task. Workflow Structure The workflow structure has several parallel branches to an activity and several wait steps (see graphic).SAP AG PM/CS . Task completed XOR Set deletion flag Person responsible Complete task Task completed Deletion flag set Person responsible changed Task completed Task completed = Event Terminate workflow Workflow terminated = Step Determination of Agent To determine the agent. Task created Workflow started Activity = Complete task Waiting steps = Set deletion flag. If no person has been specified for this task. April 2001 19 . Person responsible changed. The structure is defined so that the system only has to process one of the branches. the system searches in the maintenance notification for the person responsible for the tasks. a workflow is started based on the template PM Complete Task.Plant Maintenance & Customer Service: Workflow Scena Process for Workflow (PM-WOC-MN / Completing a Task) Process for Workflow (PM-WOC-MN / Completing a Task) Purpose If a task has been created in a maintenance notification. The agent is determined using a role resolution.

Once the task has been processed. The terminating events Deletion flag set. The workflow is also terminated if one of the waiting steps occurs.Plant Maintenance & Customer Service: Workflow Scena Process for Workflow (PM-WOC-MN / Completing a Task) SAP AG Result of Processing and Termination of Workflow The processing of the work item terminates the task and the entire workflow. Person responsible changed and Task completed can also occur outside of the workflow process.PM/CS . it obtains the status Task completed. 20 April 2001 .

which you must make to process this workflow template. are described here. Assign the organizational units to the standard tasks: Plant Maintenance and Customer Service → Maintenance and Service Processing → Notifications → Set Workflow for Maintenance Notifications → Assign Agents to Tasks 3. Prerequisites All the general Customizing settings. Activate the link between triggering event (CREATED) and workflow template WS00200074: Plant Maintenance and Customer Service → Maintenance and Service Processing → Notifications → Set Workflow for Maintenance Notifications → Activate Event Linkage For step three. see the Implementation Guide.SAP AG PM/CS . Set up the organizational structure and thereby determine your organizational units: Basis → Business Management → SAP Business Workflow → Edit Organizational Structure 2. Activities Make the following settings in Customizing: 1. make sure that you activate the event linkage for the workflow template and not for the standard task. which are required for the SAP Business Workflow component to be used. April 2001 21 .Plant Maintenance & Customer Service: Workflow Scena Preparation and Customizing (PM-WOC-MN / Completing a Task) Preparation and Customizing (PM-WOC-MN / Completing a Task) Use The task-specific Customizing settings. For more information. have been made.

22 April 2001 . You can navigate from the maintenance notification to the workflow log.Plant Maintenance & Customer Service: Workflow Scena Operation/Link to Application Functions (PM-WOC-MN/Complete Task) SAP AG Operation/Link to Application Functions (PM-WOCMN/Complete Task) Use This workflow is used to inform all the responsible people or departments that: • • A new task has been created in a maintenance notification (task status Outstanding) The task must be processed Activities System Activities If an existing maintenance notification is put in process. The transaction for changing a maintenance notification appears. • • • • Processing a maintenance notification manually using a worklist If you process a maintenance notification manually (outside of the workflow). You have the following processing options: • You can process the work item by double clicking on it. The workflow-triggering event CREATED is generated 2. You can receive a work item using another mail system client (for example. choose Office → Inbox. to obtain an overview of outstanding and completed tasks.PM/CS . Lotus Notes™ or MS Outlook™). all the changes to the notification are also considered in the workflow process. you have the following options: Options Processing a work item as a workflow What You Should Know: To see the work item. You can call up another screen for the work item. A work item is sent to the work center for the person(s) or department(s) responsible User Activities As the person responsible for a work item. The workflow template WS00200074 is started 3. to define who has performed which activities. then the SAP Business Workflow automatically ensures that: 1. You can set a work item for resubmission as a reminder to process it later.

SAP AG PM/CS .Plant Maintenance & Customer Service: Workflow Scena Operation/Link to Application Functions (PM-WOC-MN/Complete Task) April 2001 23 .

This means that the notification is entered in the system. The system informs the following people or departments in the order listed below: • • • Coordinator of maintenance notification Department responsible (if no coordinator has been specified) All the people. who are assigned to the task (if neither a coordinator. and is ready to be processed.Plant Maintenance & Customer Service: Workflow Scena Processing an Outstanding Maintenance Notification (PM-WOC-MN) SAP AG Processing an Outstanding Maintenance Notification (PM-WOC-MN) This workflow scenario is obsolete and should no longer be used. and it can be processed directly from there. To ensure that the notification is processed. The functions for this scenario have been integrated into the new workflow scenario Processing of a Maintenance Notification (PM-WOC-MN) [Page 10]. Definition If a maintenance notification is created in the system. a person or group of people can be notified by workflow using the corresponding system setting. These people see a work item in their integrated inbox. it initially obtains the status "Outstanding". the person or department responsible is notified automatically that the maintenance notification must be processed.PM/CS . The change transaction for the maintenance notification is called up automatically during processing. nor a department has been specified) SAP Business Workflow If a maintenance notification has been created with the status "Outstanding". 24 April 2001 .

Object Type BUS2038 (Maintenance Notification) [Page 26] Standard Tasks Standard tasks are single-step tasks provided by SAP. Standard Task TS00008314 (Processing an Outstanding Maintenance Notification) [Page 27] Workflow Template The actual process flow is implemented in the form of a workflow template. Workflow Template WS00200065 (PM: Processing a Notification) [Page 28] April 2001 25 . which describe elementary business activities from an organizational standpoint. You can find this workflow template in your R/3 system.Plant Maintenance & Customer Service: Workflow Scena Technical Realization (PM-WOC-MN / Outstanding PM Notification) Technical Realization (PM-WOC-MN / Outstanding PM Notification) Object Types Used Object technology is used to realize the interface between the R/3 functions and the SAP Business Workflow.SAP AG PM/CS . the following information is primarily of a technical nature and is not required for an initial overview. For this reason. a single-step task relates to one object method (= technical link to R/3 functions) and is linked to the people in the organization who can process the object. In each case.

Location in object repository: Plant Maintenance and Service Management → Maintenance processing → Maintenance notifications 26 April 2001 .PM/CS . This means that a maintenance notification with the status “Outstanding notification” will be processed.Plant Maintenance & Customer Service: Workflow Scena Object Type BUS2038 (Maintenance Notification) SAP AG Object Type BUS2038 (Maintenance Notification) In this scenario. the system processes a business application object of the type BUS2078 (maintenance notification).

Plant Maintenance & Customer Service: Workflow Scena Standard Task TS00008314 (Process Outstanding PM Notification) Standard Task TS00008314 (Process Outstanding PM Notification) In this standard task. you process a maintenance notification that has the status “Outstanding notification”. Standard task: TS00008314 ID: Outstanding Description: PM task: Process notification Referenced object method and attributes Object type: BUS2038 (PM notification) Method: Edit (Change) Attributes: Confirm end of processing Maintain agent assignment All persons or organizational units assigned to this standard task can be notified.SAP AG PM/CS . April 2001 27 .

PM/CS . Workflow template: 00200065 ID: Process PM Description: PM: Process notification Triggering Event for Workflow Template The events ACTIVATED (notification activated) and CREATED (notification created) have been entered as the triggering event for object type BUS2038 (maintenance notification).Plant Maintenance & Customer Service: Workflow Scena Workflow Template WS00200065 (PM: Processing a Notification) SAP AG Workflow Template WS00200065 (PM: Processing a Notification) If a maintenance notification is created with the status "Outstanding". This “linkage” between the event and the workflow template to be started is normally inactive in the standard system. a workflow is started from the template Process PM. Workflow Container and Data Flow The most important information that must be available during the workflow is the object reference to the maintenance notification to be processed (_EVT_OBJECT). If the workflow template is to be started. This information is available as event parameters in the container for the triggering event and must be transferred to the workflow container “per data flow”. In the standard system. 28 April 2001 . the name of the creator of the notification (_EVT_Creator) and the sort key (_WI_Group_ID). it must first be activated in the Customizing for the SAP Business Workflow. The element NOTIFICATION has been created in addition to the existing standard elements. the following data flow definition has been established between the triggering event and workflow container: Workflow Container _WF_Initiator _WI_Group_Id NOTIFICATION <<<Event Parameter Container _EVT_Creator _EVT_OBJECT _EVT_OBJECT The element _WF_Initiator is available in the workflow container in the standard system.

are notified. This agent determination is based on a role resolution. a workflow is started from the template Process PM. Determination of Agent To determine the agent. If no department has been specified. the system searches for the person responsible in the maintenance notification. who are assigned to the task in the system. After the user has processed the maintenance notification. Maintenance notification completed. it can either have the status "In process" or "Completed". The following two roles are defined in the maintenance notification: • • Coordinator Department responsible The system searches first for the coordinator.Plant Maintenance & Customer Service: Workflow Scena Steps in a Workflow Steps in a Workflow If a maintenance notification is created with the status "Outstanding". Task Container _WI_Object_ID NOTIFICATION <<Workflow Container NOTIFICATION NOTIFICATION Result of Processing and Termination of Workflow The processing of the work item results in the event Maintenance notification processed. The activity makes reference to the standard task. If a coordinator has not been specified. Workflow Structure The workflow structure has several parallel branches to an activity and several wait steps. This event terminates the task and the complete workflow. then all the people. The role 171 PM_NOTIF_ROL (Person responsible for processing the maintenance notification) is defined as the default role for the standard task. Role Container NOTIFICATION <Task Container NOTIFICATION Binding The following binding is defined for the step "Process Maintenance Notification". it searches for the responsible department.SAP AG PM/CS . April 2001 29 . The terminating events Deletion flag set. The structure is defined so that the system only has to process one of the branches. Maintenance notification in process and All tasks completed can also occur outside of the workflow process.

PM/CS .Plant Maintenance & Customer Service: Workflow Scena Steps in a Workflow SAP AG 30 April 2001 .

SAP AG PM/CS . several other Customizing steps are required for this workflow template. which ensures that the workflow system functions properly. Customizing of SAP Business Workflow Editing the Organizational Structure [Page 32] Performing Task-Specific Customizing [Page 33] Activating Event-Receiver Linkage [Page 34] April 2001 31 .Plant Maintenance & Customer Service: Workflow Scena Preparation and Customizing (PM-WOC-MN / Outstanding Maintenance Notification) Preparation and Customizing (PM-WOC-MN / Outstanding Maintenance Notification) In addition to general Customizing.

From the menu bar. In the initial screen for changing the organizational plan. In the IMG structure.PM/CS . 3. From the main menu. 5. 32 April 2001 . The system displays the initial screen for the Customizing application. you can either list all of the persons individually or you can assign entire organizational units (for example. In the subsequent screen. 4. For this purpose. 2. Assign the required persons to these units or positions using the available menu functions. enter the required data (for example. select Implement.Plant Maintenance & Customer Service: Workflow Scena Processing the Organizational Structure SAP AG Processing the Organizational Structure All persons who will be responsible for processing an outstanding maintenance notification must be identified in the Customizing application for the SAP Business Workflow. Set up your organizational structure in the Customizing application as follows: 1. The system displays the SAP Reference IMG. projects → SAP Reference IMG. select Tools → Business Engineering → Customizing. create or change the required organizational units and/or positions. organizational unit and processing period) and then select Organizational plan → Create or Change. select Basis → Workflow Management → Edit organizational plan. departments) to the task.

SAP AG PM/CS . The system displays the initial screen for the Customizing application. select Basis → Workflow Management → Perform task-specific customizing. select Implement. 5. The system displays the SAP Reference IMG. In the IMG structure. 4. From the main menu. In the overview for task customizing. 3. select Tools → Business Engineering → Customizing. From the menu bar. select Plant Maintenance and Service Management → Maintenance processing → Maintenance notifications → Assign tasks to agents. 2. Assign the persons who will carry out this task in your company to the standard task TS00008314 (PM task process notification). To assign the Plant Maintenance tasks. April 2001 33 .Plant Maintenance & Customer Service: Workflow Scena Perform Task-Specific Customizing Perform Task-Specific Customizing List all organization management objects that will be authorized to process an outstanding maintenance notification. projects → SAP Reference IMG. proceed as follows: 1.

the linkage between the triggering event and the workflow template as the receiver of the event must be activated in the development environment for the SAP Business Workflow. As such. proceed as follows: 1. event and receiver type: – – – Object type: BUS2038 Event: CREATED Receiver type: WS00200065 4. To ensure that the workflow template can be started. it is entered in the event linkage table in the standard system. 3. Call up the SAP Business Workflow from the main menu by selecting Tools Business Engineering → Business Workflow → Development. Select Utilities → Other tools → Event linkage. 2. (Alternatively.) 34 April 2001 . The system displays a screen for viewing the event linkage for various objects.Plant Maintenance & Customer Service: Workflow Scena Activate Event-Receiver Linkage SAP AG Activate Event-Receiver Linkage The events ACTIVATED and CREATED for object type BUS2038 (PM notification) are the triggering events for workflow template WS00200065.PM/CS . Select Goto → Detail to display the detail screen for the following object type. you can also activate the event-receiver linkage by processing the workflow template directly. Mark the Enabled field to activate the event linkage. To activate the workflow template Process PM in your system.

SAP AG PM/CS . Generate event The workflow-triggering events ACTIVATED or CREATED are generated automatically if a maintenance notification is created without being processed. April 2001 35 .Plant Maintenance & Customer Service: Workflow Scena Operation and Link to Application Functionality (PM-WOC-MN / Outstanding PM Notification) Operation and Link to Application Functionality (PMWOC-MN / Outstanding PM Notification) The following description assumes that a maintenance notification with the status “outstanding” has been created in the system and the notification has not yet been processed. Processing this work item makes it possible to put the notification “in-process”. You can access the integrated inbox via the menu path Office → Inbox. Process outstanding maintenance notification The person or persons responsible for this task will find a work item that represents the standard task Process maintenance notification in their integrated inbox.

another person may actually be responsible for processing a notification. nor a department has been specified) SAP Business Workflow If a maintenance notification obtains the status "In process". who are assigned to the task (if neither a coordinator. 36 April 2001 . a certain person in an organization may be responsible for putting all outstanding maintenance notifications in process (see Processing Outstanding Maintenance Notifications (PM-WOC-MN) [Page 24]). These people see a work item in their integrated inbox. and it can be processed directly from there.Plant Maintenance & Customer Service: Workflow Scena Processing an "In Process" Maintenance Notification (PM-WOC-MN) SAP AG Processing an "In Process" Maintenance Notification (PM-WOC-MN) This workflow scenario is obsolete and should no longer be used. The change transaction for the maintenance notification is called up automatically during processing. The system informs the following people or departments in the order listed below: • • • Coordinator of maintenance notification Department responsible (if no coordinator has been specified) All the people. For example. However.PM/CS . the person or group of people responsible can be notified by SAP Business Workflow using the corresponding system setting. The functions for this scenario have been integrated into the new workflow scenario Processing of a Maintenance Notification [Page 10]. Definition You can use this workflow scenario to process maintenance notifications that have the status "In process". but which have not yet been completed.

You can find this workflow template in your R/3 system.Plant Maintenance & Customer Service: Workflow Scena Technical Realization (PM-WOC-MN / PM Notification in Process) Technical Realization (PM-WOC-MN / PM Notification in Process) Object Types Used Object technology is used to realize the interface between the R/3 functions and the SAP Business Workflow. the following information is primarily of a technical nature and is not required for an initial overview. In each case. For this reason. Workflow Template WS00200065 (PM: Putting a Notification in Process) [Page 40] April 2001 37 .SAP AG PM/CS . a single-step task relates to one object method (= technical link to R/3 functions) and is linked to the people in the organization who can process the object. which describe elementary business activities from an organizational standpoint. Object Type BUS2038 (Maintenance Notification) [Page 38] Standard Tasks Standard tasks are single-step tasks provided by SAP. Standard Task TS00008314 (Processing a Notification) [Page 39] Workflow Template The actual process flow is implemented in the form of a workflow template.

PM/CS . the system processes a business application object of the type BUS2038 (PM notification). Location in object repository: Plant Maintenance and Service Management → Maintenance Processing → Maintenance Notifications 38 April 2001 . This means that a maintenance notification with the status “Notification in process” will be edited.Plant Maintenance & Customer Service: Workflow Scena Object Type BUS2038 (PM Notification) SAP AG Object Type BUS2038 (PM Notification) In this scenario.

Plant Maintenance & Customer Service: Workflow Scena Standard Task TS00008314 (PM Task Process Notification) Standard Task TS00008314 (PM Task Process Notification) In this standard task. you process a maintenance notification that has the status “Notification in process.SAP AG PM/CS .” Standard task: TS00008314 ID: Process Description: PM task process notification Referenced object method and attributes Object type: BUS2038 (PM notification) Method: Edit (Change) Attributes: Confirm end of processing Maintain agent assignment All persons or organizational units assigned to this standard task can be notified. April 2001 39 .

The element NOTIFICATION has been created in addition to the existing standard elements. it must first be activated in the Customizing for the SAP Business Workflow.PM/CS . Workflow template: 00200095 ID: PM InProcess Description: PM: Put notification in process Triggering Event for Workflow Template The event INPROCESS (notification in process) for object type BUS2038 (maintenance notification) has been entered as the triggering event for the workflow template. the following data flow definition has been established between the triggering event and workflow container: Workflow Container _WF_Initiator _WI_Group_Id NOTIFICATION <<<Event Parameter Container _EVT_Creator _EVT_OBJECT _EVT_OBJECT The element _WF_Initiator is available in the workflow container in the standard system. This “linkage” between the event and the workflow template to be started is normally inactive in the standard system. This information is available as event parameters in the container for the triggering event and must be transferred to the workflow container “per data flow”. 40 April 2001 . If the workflow template is to be started. the name of the creator of the notification (_EVT_Creator) and the sort key (_WI_Group_ID).Plant Maintenance & Customer Service: Workflow Scena Workflow Template WS00200095 (PM: Putting a Notification in Process) SAP AG Workflow Template WS00200095 (PM: Putting a Notification in Process) If a maintenance notification is created with the status "In process". Workflow Container and Data Flow The most important information that must be available during the workflow is the object reference to the maintenance notification to be processed (_EVT_OBJECT). a workflow is started from the template PM: Put notification in process. In the standard system.

the system then searches for the responsible department. Maintenance notification completed. Determination of Agent To identify the agent. The activity makes reference to the standard task.SAP AG PM/CS . The structure is defined in such a way that the system processes only one of the branches. April 2001 41 . Workflow Structure The workflow structure has several parallel branches to an activity and several wait steps. then all persons in the system assigned to this task will be notified. If a coordinator is not specified. This event terminates the task and the entire workflow. The system identifies the agent on the basis of a role resolution. The role 171 PM_NOTIF_ROL (Person responsible for processing the PM notification) is defined as the default role for this standard task.” a workflow based on the template PM InProcess is started. Role container NOTIFICATION <Task container NOTIFICATION Binding The following binding is defined for the step “Process PM notification”. The following two partner functions are defined in the maintenance notification: • • Coordinator Department responsible The system first searches for the coordinator. Task container _WI_Object_ID NOTIFICATION <<Workflow container NOTIFICATION NOTIFICATION Result of Processing and Termination of Workflow The processing of the work item results in the event Maintenance notification processed. All tasks completed can also occur outside of the workflow process. After the user has processed the maintenance notification. it will have the status “Notification completed”. The terminating events Deletion flag set. the system searches for the person responsible in the maintenance notification.Plant Maintenance & Customer Service: Workflow Scena Steps in a Workflow Steps in a Workflow If a maintenance notification receives the status “Notification in process. If a responsible department cannot be found.

which ensures that the workflow system functions properly.PM/CS . several other Customizing steps are required for this workflow template.Plant Maintenance & Customer Service: Workflow Scena Preparation and Customizing (PM-WOC-MN / Maintenance Notification in Process) SAP AG Preparation and Customizing (PM-WOC-MN / Maintenance Notification in Process) In addition to general Customizing. Customizing of SAP Business Workflow Editing the Organizational Structure [Page 43] Performing Task-Specific Customizing [Page 44] Activating Event-Receiver Linkage [Page 45] 42 April 2001 .

In the subsequent screen. April 2001 43 . 2. From the main menu. select Basis → Workflow Management → Edit organizational plan. For this purpose. organizational unit and processing period) and then select Organizational plan → Create or Change. select Tools → Business Engineering → Customizing. departments) to the task.SAP AG PM/CS .Plant Maintenance & Customer Service: Workflow Scena Processing the Organizational Structure Processing the Organizational Structure All persons who will be responsible for processing maintenance notifications that have the status “Notification in process” must be identified in the Customizing application for the SAP Business Workflow. create or change the required organizational units and/or positions. select Implement. Assign the required persons to these units or positions using the available menu functions. In the initial screen for changing the organizational plan. The system displays the initial screen for the Customizing application. projects → SAP Reference IMG. The system displays the SAP Reference IMG. 5. From the menu bar. 3. In the IMG structure. enter the required data (for example. Set up your organizational structure in the Customizing application as follows: 1. 4. you can either list all of the persons individually or you can assign entire organizational units (for example.

44 April 2001 . select Plant Maintenance and Service Management → Maintenance processing → Maintenance notifications → Assign tasks to agents. From the menu bar. The system displays the initial screen for the Customizing application. From the main menu. select Basis → Workflow Management → Perform task-specific customizing. In the IMG structure. 2. The system displays the SAP Reference IMG. 5. select Tools → Business Engineering → Customizing. proceed as follows: 1. 4. Assign the persons who will carry out this task in your company to the standard task TS00008314. In the overview for task customizing. 3. To assign the Plant Maintenance tasks.Plant Maintenance & Customer Service: Workflow Scena Perform Task-Specific Customizing SAP AG Perform Task-Specific Customizing List all organization management objects that will be authorized to process an maintenance notification with the status “in process”. projects → SAP Reference IMG. select Implement.PM/CS .

2. Call up the SAP Business Workflow from the main menu by selecting Tools Business Engineering → Business Workflow → Development. (Alternatively. The system displays a screen for viewing the event linkage for various objects.) April 2001 45 . To ensure that the workflow template can be started. To activate the workflow template PM: Set notification is process in your system. event and receiver type: – – – Object type: BUS2038 Event: CREATED Receiver type: WS00200095 4. Mark the Enabled field to activate the event linkage. As such.SAP AG PM/CS . the linkage between the triggering event and the workflow template as the receiver of the event must be activated in the development environment for the SAP Business Workflow. Select Goto → Detail to display the detail screen for the following object type. you can also activate the event-receiver linkage by processing the workflow template directly. proceed as follows: 1. 3. Select Utilities → Other tools → Event linkage. it is entered in the event linkage table in the standard system.Plant Maintenance & Customer Service: Workflow Scena Activate Event-Receiver Linkage Activate Event-Receiver Linkage The event INPROCESS (notification in process) for object type BUS2038 (maintenance notification) is the triggering event for workflow template WS00200065.

” Edit “in-process” maintenance notification The person or persons responsible for this task will find a work item that represents the standard task Edit in-process maintenance notification in their integrated inbox.” Generate event The workflow-triggering event INPROCESS are generated automatically if a maintenance notification is put “in-process. 46 April 2001 .PM/CS . You can access the integrated inbox via the menu path Office → Inbox.Plant Maintenance & Customer Service: Workflow Scena SAP AG Operation and Link to Application Functionality (PM-WOC-MN / In-process PM notification) Operation and Link to Application Functionality (PMWOC-MN / In-process PM notification) The following description assumes that a maintenance notification has been set to the status “Notification in process. Processing this work item makes it possible to complete the notification.

SAP AG PM/CS . Definition If a maintenance notification contains one or more tasks. When this status is set. April 2001 47 . the system automatically informs the coordinator of the maintenance notification (specified in the notification header) that one of the following processing steps must be executed: • • Complete the maintenance notification (if all the other notification processing steps have been completed) Define additional tasks (if. the problem has not been resolved) SAP Business Workflow If a maintenance notification obtains the status "All tasks completed". and it can be processed directly from there. the maintenance notification obtains the status "All tasks completed". and all of these tasks have been completed. The functions for this scenario have been integrated into the new workflow scenario Processing of a Maintenance Notification [Page 10]. the person or group of people responsible can be notified by SAP Business Workflow using the corresponding system setting. These people see a work item in their integrated inbox. for example. The change transaction for the maintenance notification is called up automatically during processing.Plant Maintenance & Customer Service: Workflow Scena Completing a Maintenance Notification (PM-WOC-MN) Completing a Maintenance Notification (PM-WOC-MN) This workflow scenario is obsolete and should no longer be used.

PM/CS . In each case. which describe elementary business activities from an organizational standpoint. the following information is primarily of a technical nature and is not required for an initial overview. For this reason. You can find this workflow template in your R/3 system. Object Type BUS2038 (Maintenance Notification) [Page 49] Standard Tasks Standard tasks are single-step tasks provided by SAP. a single-step task relates to one object method (= technical link to R/3 functions) and is linked to the people in the organization who can process the object. Standard Task TS00008316 (PM: Completing a Notification) [Page 50] Workflow Template The actual process flow is implemented in the form of a workflow template. Workflow Template WS00200075 (PM: Completing a Notification) [Page 51] 48 April 2001 .Plant Maintenance & Customer Service: Workflow Scena Technical Realization (PM-WOC-MN / Completing PM Notification) SAP AG Technical Realization (PM-WOC-MN / Completing PM Notification) Object Types Used Object technology is used to realize the interface between the R/3 functions and the SAP Business Workflow.

This means that a maintenance notification will be completed. Location in object repository: Plant Maintenance and Service Management → Maintenance Processing → Maintenance Notifications April 2001 49 .Plant Maintenance & Customer Service: Workflow Scena Object Type BUS2038 (Maintenance Notification) Object Type BUS2038 (Maintenance Notification) In this scenario. the system processes a business application object of the type BUS2038 (maintenance notification).SAP AG PM/CS .

50 April 2001 .PM/CS . you complete a maintenance notification. Standard task: TS00008316 ID: Complete Description: PM task: Complete notification Referenced object method and attributes Object type: BUS2038 (maintenance notification) Method: Edit (Change) Attributes: Confirm end of processing Maintain agent assignment All persons or organizational units assigned to this standard task can be notified.Plant Maintenance & Customer Service: Workflow Scena Standard Task TS00008316 (Complete) SAP AG Standard Task TS00008316 (Complete) In this standard task.

Plant Maintenance & Customer Service: Workflow Scena Workflow Template WS00200075 (PM: Completing a Notification) Workflow Template WS00200075 (PM: Completing a Notification) If all the tasks for a maintenance notification have been completed. The element NOTIFICATION has been created in addition to the existing standard elements. it must first be activated in the Customizing for the SAP Business Workflow. a workflow is started from the template PM Complete notification. This information is available as event parameters in the container for the triggering event and must be transferred to the workflow container “per data flow”. If the workflow template is to be started.SAP AG PM/CS . the following data flow definition has been established between the triggering event and workflow container: Workflow Container _WF_Initiator _WI_Group_Id NOTIFICATION <<<Event Parameter Container _EVT_Creator _EVT_OBJECT _EVT_OBJECT The element _WF_Initiator is available in the workflow container in the standard system. the name of the creator of the notification (_EVT_Creator) and the sort key (_WI_Group_ID). April 2001 51 . This “linkage” between the event and the workflow template to be started is normally inactive in the standard system. In the standard system. Workflow template: 00200075 ID: PM Complete Description: PM: Complete notification Triggering Event for Workflow Template The event ALLTASKSCOMPLETED (all tasks completed) for object type BUS2038 (maintenance notification) has been entered as the triggering event for the workflow template. Workflow Container and Data Flow The most important information that must be available during the workflow is the object reference to the maintenance notification to be processed (_EVT_OBJECT).

The following two roles are defined in the maintenance notification: • • Coordinator Department responsible The system searches first for the coordinator. Task Container _WI_Object_ID NOTIFICATION <<Workflow Container NOTIFICATION NOTIFICATION Result of Processing and Termination of Workflow The processing of the work item results in the event Maintenance notification processed. are notified. The structure is defined so that the system only has to process one of the branches. it searches for the responsible department. 52 April 2001 . Maintenance notification in process again and Deletion flag set can also occur outside of the workflow process. Workflow Structure The workflow structure has several parallel branches to an activity and several wait steps. it has the status "Completed". If no department has been specified. Role Container NOTIFICATION <Task Container NOTIFICATION Binding The following binding is defined for the step "Complete Maintenance Notification". The terminating events Maintenance notification completed. This agent determination is based on a role resolution. Determination of Agent To determine the agent. the system searches for the person responsible in the maintenance notification. a workflow is started from the template PM Complete notification. The role 171 PM_NOTIF_ROL (Person responsible for processing the maintenance notification) is defined as the default role for the standard task. then all the people.PM/CS . who are assigned to the task in the system. The activity makes reference to the standard task. After the user has processed the maintenance notification. This event terminates the task and the complete workflow. If a coordinator has not been specified.Plant Maintenance & Customer Service: Workflow Scena Steps in a Workflow SAP AG Steps in a Workflow If all the tasks in a maintenance notification have been completed.

SAP AG PM/CS . which ensures that the workflow system functions properly.Plant Maintenance & Customer Service: Workflow Scena Preparation and Customizing (PM-WOC-MN / Completing a Maintenance Notification) Preparation and Customizing (PM-WOC-MN / Completing a Maintenance Notification) In addition to general Customizing. several other Customizing steps are required for this workflow template. Customizing of SAP Business Workflow Editing the Organizational Structure [Page 54] Performing Task-Specific Customizing [Page 55] Activating Event-Receiver Linkage [Page 56] April 2001 53 .

5. you can either list all of the persons individually or you can assign entire organizational units (for example. Assign the required persons to these units or positions using the available menu functions. organizational unit and processing period) and then select Organizational plan → Create or Change. select Basis → Workflow Management → Edit organizational plan. For this purpose. In the IMG structure. 54 April 2001 . From the main menu. The system displays the SAP Reference IMG. 2.PM/CS . select Tools → Business Engineering → Customizing. departments) to the task. The system displays the initial screen for the Customizing application. In the initial screen for changing the organizational plan. create or change the required organizational units and/or positions. 3. In the subsequent screen. enter the required data (for example.Plant Maintenance & Customer Service: Workflow Scena Processing the Organizational Structure SAP AG Processing the Organizational Structure All persons who will be responsible for completing a maintenance notification must be identified in the Customizing application for the SAP Business Workflow. projects → SAP Reference IMG. Set up your organizational structure in the Customizing application as follows: 1. select Implement. From the menu bar. 4.

April 2001 55 . Assign the persons who will carry out this task in your company to the standard task TS00008316. 4.Plant Maintenance & Customer Service: Workflow Scena Perform Task-Specific Customizing Perform Task-Specific Customizing List all organization management objects that will be authorized to process an outstanding task in a maintenance notification. select Implement. To assign the Plant Maintenance tasks. 2. select Tools → Business Engineering → Customizing. 5. From the main menu. 3. In the IMG structure. The system displays the initial screen for the Customizing application. The system displays the SAP Reference IMG. select Basis → Workflow Management → Perform task-specific customizing. In the overview for task customizing. From the menu bar.SAP AG PM/CS . select Plant Maintenance → Maintenance notifications → Assign tasks to agents. proceed as follows: 1. projects → SAP Reference IMG.

) 56 April 2001 . As such. 2.Plant Maintenance & Customer Service: Workflow Scena Activate Event-Receiver Linkage SAP AG Activate Event-Receiver Linkage The event ALLTASKSCOMPLETED (all tasks completed) for object type BUS2038 (maintenance notification) is the triggering event for workflow template WS00200075. To activate the workflow template PM Complete notification in your system. the linkage between the triggering event and the workflow template as the receiver of the event must be activated in the development environment for the SAP Business Workflow. you can also activate the event-receiver linkage by processing the workflow template directly. Call up the SAP Business Workflow from the main menu by selecting Tools Business Engineering → Business Workflow → Development. event and receiver type: – – – Object type: BUS2038 Event: ALLTASKSCOMPLETED Receiver type: WS00200075 4. 3. (Alternatively. Mark the Enabled field to activate the event linkage. To ensure that the workflow template can be started. The system displays a screen for viewing the event linkage for various objects. Select Goto → Detail to display the detail screen for the following object type. Select Utilities → Other tools → Event linkage. it is entered in the event linkage table in the standard system. proceed as follows: 1.PM/CS .

Processing this work item makes it possible to complete and possibly archive the quality notification.SAP AG PM/CS . April 2001 57 . You can access the integrated inbox via the menu path Office → Inbox. Complete maintenance notification The person or persons assigned to this task will find a work item that represents the standard task Complete maintenance notification in their integrated inbox. Generate event The workflow-triggering event ALLTASKSCOMPLETED is generated automatically if all tasks in a maintenance notification have been completed.Plant Maintenance & Customer Service: Workflow Scena Operation and Link to Application Functionality (PM-WOC-MN / Complete PM Notification) Operation and Link to Application Functionality (PMWOC-MN / Complete PM Notification) The following description assumes that all tasks in a maintenance notification have been completed.

PM/CS .Plant Maintenance & Customer Service: Workflow Scena Maintenance and Service Orders (PM-WOC-MO / CS-SE) SAP AG Maintenance and Service Orders (PM-WOC-MO / CS-SE) These workflow scenarios support you when processing maintenance and service orders. 58 April 2001 .

An external service operation has been changed in an internally processed operation. the purchase orders must also be changed. who are assigned to the task in the system. They can also change purchase orders manually or create new purchase orders. An external material item or an external service operation has been deleted. that is. the person or department responsible is informed automatically through the workflow that the purchase order for the order needs to be processed. The requirement date of an external material or external service has been changed. Purchase orders have already been created. the external material or external service is no longer required. It is noted in the order that a purchase order has been created. For more information. which result in purchase order requisitions being changed automatically. The employee notified can check the purchase orders and purchase requisitions concerned. Then one or more purchase orders are created. If changes in an order occur to the material/services ordered (for example. Where the purchase requisitions have been changed automatically.Plant Maintenance & Customer Service: Workflow Scena Purchase Order Change (PM-WOC-MO / CS-SE) Purchase Order Change (PM-WOC-MO / CS-SE) Purpose The workflow is used to notify employees in purchasing of all the changes to order data. the system automatically amends the purchase requisition. a purchase requisition is generated by the system for this.SAP AG PM/CS . This is processed by the employee responsible from the purchasing department. The following changes in the order result from changes to the purchase requisitions: • • • • • • The requirement quantity of an external material or external service has been changed. It can be processed directly from the inbox. see Operation & Link to Application Functions (PM-WOC-MO) [Page 65]. The graphic shows the workflow with all the employees involved: April 2001 59 . if dates or quantities change) owing to planning and execution of work. Process Flow If plans are made in an order to procure external material or an external service. The system sends a work item to the integrated inbox of all the people. The order has been technically completed. the existing purchase order must be changed. Since in this case.

Plant Maintenance & Customer Service: Workflow Scena Purchase Order Change (PM-WOC-MO / CS-SE) SAP AG Service technician / maintenance engineer Purchaser Change order Automatic change to purchase requisition W lo w kf or W ork flo w Check purchase requisitions with reference to external material and services Check purchase orders with reference to external material and services Change purchase order if required Create new purchase order if required 60 April 2001 .PM/CS .

SAP AG PM/CS . Its parameters are PurchasingGroup and TodoList (internal table with the changed materials and services).Plant Maintenance & Customer Service: Workflow Scena Technical Realization (PM-WOC-MO / CS-SE) Technical Realization (PM-WOC-MO / CS-SE) The interface between the SAP functions and the SAP business scenario is realized using object technology. This event is the triggering event for standard tasks TS20000650 and TS20000652. the system processes the following objects: Workflow Elements Object types: BUS2007 (maintenance order) BUS2088 (service order) T024 (purchasing group) What You Should Know: Both the maintenance order and service order are identified using the order number. In this workflow scenario. Standard role: 00900010 (purchasing group) The following data flow is defined between the event PurchaseOrderChange and the task TS20000650 or TS20000652: Task Container Order Start date Start time Trigger Event Parameter Container _Evt_Object _Evt_Creation_Date _Evt_Creation_Time _Evt_Creator April 2001 61 . The definition of the standard role determines who is responsible for processing a purchase order change. You can find the object types in the Business Object Browser (Tools → ABAP Workbench → Overview) by choosing Plant maintenance → Maintenance processing → Maintenance orders or by choosing Materials management → Purchasing. If no users are linked to the purchasing group using Organizational Management. Standard tasks: TS20000650 (purchase order change for maintenance order) TS20000652 (purchase order change for service order) Methods: DisplayPurchaseOrderChange Event PurchaseOrderChange DisplayPurchaseOrderChange runs synchronously and in a dialog. all the agents assigned to the standard task (TS2000650 or TS2000652) receive a work item. The tasks are assigned to the employees or departments that are authorized to process the objects.

Plant Maintenance & Customer Service: Workflow Scena Technical Realization (PM-WOC-MO / CS-SE) Simple to do list Purchasing group TodoList PurchasingGroup SAP AG 62 April 2001 .PM/CS .

2. Enter the standard task 20000650 or 20000652 and choose Display. 1. 1. Activating Event Linkage The event PurchaseOrderChange for object type BUS2007 or BUS2088 is the triggering event for standard task TS20000650 or TS20000652. Choose Additional data → Agent assignment → Maintain. For more information. On the Triggering events tab page. Enter the organizational object type T024 and assign the required organizational unit to it. Choose Create agent assignment. April 2001 63 . 3.Plant Maintenance & Customer Service: Workflow Scena Preparation and Customizing (PM-WOC-MO / CS-SE Purchase Order Change) Preparation and Customizing (PM-WOC-MO / CS-SE Purchase Order Change) Prerequisites All the general Customizing settings for the SAP Business Workflow component have been made. just the purchaser responsible. Choose Tools → Business Workflow → Development → Definition tools → Tasks/task groups → Display. Choose Tools → Business Workflow → Development → Definition tools → Tasks/task groups → Change. Alternatively. Linking the Purchaser to Organizational Management If you do not want all possible agents assigned to standard task TS20000650 or TS2000652 to receive a work item. Use In addition to general Customizing. 1. then link the purchaser to the SAP Organizational Management. see the Customizing documentation in Setting Up Workflow for Orders [Ext. 4. 2. 2. which ensures that the workflow system functions properly. Maintaining Agent Assignment Assign the users or organizational units that should process the task in your company to the standard task TS20000650 or TS20000652. several other Customizing steps (standard task TS20000650 or TS20000652) are required for this workflow template. you can also set up some assignments using the SAP menu.SAP AG PM/CS .]. Enter the standard task 20000650 or 20000652. Choose Tools → ABAP Workbench → Development → Workflow → Definition tools → Organizational management → SAP organizational objects → Create assignments. click on the color symbol to activate the assignment. To start the standard task. the event linkage must be activated. 3.

Choose Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Define Change Docs. 1.Plant Maintenance & Customer Service: Workflow Scena Preparation and Customizing (PM-WOC-MO / CS-SE Purchase Order Change) SAP AG Maintaining Order Type-Based Parameters In Customizing. you must define for each order type and plant whether the standard task TS20000650 or TS20000652 should be started. 2. Req.PM/CS . 64 April 2001 . Collective Purc. Interval. Set the indicator Workflow for purchase order change. Operation No. Indicator.

Behind each material or service is a checkbox. After you have created a new purchase order. and resume at a later date. this does not appear immediately in the table with the other purchase orders already created. you can display the purchase order in the following ways: • • Press the Refresh pushbutton Double click on the material or service in the overview list You can stop processing the work item at any time using Cancel. April 2001 65 . you see a split screen: On the left side of the screen. The purchase order must first be updated in the database. there is an overview list with the materials or services. the workflow is terminated. If you choose Complete workflow. You can use this checkbox to indicate which materials or services you have already processed. Back or Exit. After the update. If a red LED appears before a material or service. By double clicking on a material or service in the overview list.SAP AG PM/CS .Plant Maintenance & Customer Service: Workflow Scena Operation & Link to Application Functions (PM-WOC-MO / CS-SE Purchase Order Change) Operation & Link to Application Functions (PM-WOC-MO / CS-SE Purchase Order Change) Use When you execute a work item for the standard task TS20000650 or TS20000650. this means that a new work item has been generated for this material or service after the present work item was generated. You have the option of processing the existing purchase orders for creating new purchase orders. you can display the detail data on the right side of the screen.

In these circumstances. the order creator sees a work item in his integrated inbox. To do this. the change transaction for the order is called up automatically. The order creator creates an order.PM/CS . that can be processed directly from the inbox. 5. or business completion is performed for it. 66 April 2001 . The creator of the order will be notified via workflow in the following circumstances: – – – – Order release Final confirmation of the order Technical completion of the order Business completion of the order 3.Plant Maintenance & Customer Service: Workflow Scena Notifying the Order Creator(PM-WOC-MO) SAP AG Notifying the Order Creator(PM-WOC-MO) Purpose You use this workflow if you want the creator of a maintenance order to be notified when the maintenance order is opened or released. By using this workflow. by looking in his integrated inbox Branch immediately into the corresponding orders This scenario has been implemented in the standard system for the application component Plant Maintenance (PM). you must have made all the necessary settings for it in your R/3 System. you can copy this scenario and change the check for maintenance orders into a check for service orders. When the order creator processes the work item. 4. or when final confirmation. The work item is terminated when the maintenance order enters the next processing phase. technical completion. Prerequisites You can only implement this workflow if you use maintenance or service orders in your system. 2. Process Flow 1. You can also use it for the component Service Management (SM). To be able to use the workflow successfully. the author is always able to: • • See in which phase of processing the orders that he created are in.

a single-step task relates to one object method (= technical link to R/3 functions) and is linked to the people in the organization who can process the object. the following information is primarily of a technical nature and is not required for an initial overview. Standard Task TS20000004 (PMO Order Created) [Page 69] Standard Task TS20000005 (PMO Order Released) [Page 70] Standard Task TS20000006 (PMO Order Completely Confirmed) [Page 71] Standard Task TS20000007 (PMO Order Technically Completed) [Page 72] Standard Task TS20000031 (PMO Order Completed for Business) [Page 73] April 2001 67 .SAP AG PM/CS . In each case. Object Type BUS2007 (Maintenance Order) [Page 83] Standard Tasks Standard tasks are single-step tasks provided by SAP. which describe elementary business activities from an organizational standpoint.Plant Maintenance & Customer Service: Workflow Scena Technical Realization (PM-WOC-MO / Notification of the Order Creator) Technical Realization (PM-WOC-MO / Notification of the Order Creator) Object Types Used Object technology is used to realize the interface between the R/3 functions and the SAP Business Workflow. For this reason.

Plant Maintenance & Customer Service: Workflow Scena Object Type BUS2007 (Maintenance Order) SAP AG Object Type BUS2007 (Maintenance Order) In this scenario. This means that a maintenance order is created. a business application object of type BUS2007 (maintenance order) is processed. Location in object repository: Plant Maintenance and Service Management 68 April 2001 .PM/CS .

Plant Maintenance & Customer Service: Workflow Scena Standard Task TS20000004 (PMO Order Created) Standard Task TS20000004 (PMO Order Created) In this standard task. April 2001 69 .SAP AG PM/CS . Standard task: TS20000004 Abbreviation: PMO CRTD Task name: PMO order created Referenced Object Method and Attributes Object type: BUS2007 (Maintenance order) Method: edit (edit) Maintain Agent Assignment All persons or organizational units assigned to this standard task can be notified. a maintenance order is changed.

70 April 2001 . a maintenance order is changed.PM/CS .Plant Maintenance & Customer Service: Workflow Scena Standard Task TS20000005 (PMO Order Released) SAP AG Standard Task TS20000005 (PMO Order Released) In this standard task. Standard task: TS20000005 Abbreviation: PMO RELSD Task name: PMO order released Referenced Object Method and Attributes Object type: BUS2007 (Maintenance order) Method: edit (edit) Maintain Agent Assignment All persons or organizational units assigned to this standard task can be notified.

a maintenance order is changed.SAP AG PM/CS .Plant Maintenance & Customer Service: Workflow Scena Standard Task TS20000006 (PMO Order Completely Confirmed) Standard Task TS20000006 (PMO Order Completely Confirmed) In this standard task. Standard task: TS20000006 Abbreviation: PMO CONFR Task name: PMO order completely confirmed Referenced Object Method and Attributes Object type: BUS2007 (Maintenance order) Method: edit (edit) Maintain Agent Assignment All persons or organizational units assigned to this standard task can be notified. April 2001 71 .

72 April 2001 . a maintenance order is changed.Plant Maintenance & Customer Service: Workflow Scena Standard Task TS20000007 (PMO Order Technically Completed) SAP AG Standard Task TS20000007 (PMO Order Technically Completed) In this standard task.PM/CS . Standard task: TS20000007 Abbreviation: PMO TCOMP Task name: PMO order technically completed Referenced Object Method and Attributes Object type: BUS2007 (Maintenance order) Method: edit (edit) Maintain Agent Assignment All persons or organizational units assigned to this standard task can be notified.

Plant Maintenance & Customer Service: Workflow Scena Standard Task TS20000031 (Business Completion for PMO Order) Standard Task TS20000031 (Business Completion for PMO Order) In this standard task. a maintenance order is changed. April 2001 73 .SAP AG PM/CS . Standard task: TS20000031 Abbreviation: PMO CMPD Task name: Business completion for PMO order Referenced Object Method and Attributes Object type: BUS2007 (Maintenance order) Method: display (display) Maintain Agent Assignment All persons or organizational units assigned to this standard task can be notified.

it must first be activated in the Customizing for the SAP Business Workflow.Plant Maintenance & Customer Service: Workflow Scena Workflow Template WS20000021 (PMO Author) SAP AG Workflow Template WS20000021 (PMO Author) When a maintenance order is created. This “linkage” between the event and the workflow template to be started is normally inactive in the standard system. 74 April 2001 . If the workflow template is to be started.PM/CS . a workflow is started by the PMO author template. Workflow template: WS20000021 ID: PMO author Description: PM author Triggering Event for Workflow Template The event created for object type BUS2007 (maintenance order) has been entered as the triggering event for the workflow template.

the standard task TS20000004 is started by an event. April 2001 75 . as it has the final confirmation as a terminating event. 1. the standard task TS20000006 is started by the event PMO order completely confirmed. the standard task TS20000007 is started by the event PMO order technically completed. The maintenance order is now processed. the work item X is terminated. When the order is released.Plant Maintenance & Customer Service: Workflow Scena Scenario Procedure Scenario Procedure This workflow template enables the creators of maintenance orders to track in which phase of processing their maintenance orders are. Now work item Y is terminated. the standard task TS20000031 is started by the event Business completion for PMO order. To complete this work item (mail in integrated inbox). Now work item Q is terminated. the standard task TS20000005 is started by the event PMO order released. The maintenance order is now technically complete. Business completion has now been performed for the maintenance order. Now. This task starts work item Q. 3. Now. 2. as it has the release as a terminating event. 4. as it has the technical completion as a terminating event. This task starts work item Z.SAP AG PM/CS . the work item R must be terminated manually. Now. This task starts work item Y. 5. and final confirmation has been performed. Now work item Z is terminated. Now. When the order is created. This task starts work item R. This event starts work item X. as it has the business completion as a terminating event.

Plant Maintenance & Customer Service: Workflow Scena Preparation and Customizing (PM-WOC-MO / Notification of Order Creator) SAP AG Preparation and Customizing (PM-WOC-MO / Notification of Order Creator) Use In addition to general Customizing. which ensures that the workflow system functions properly.PM/CS . several other Customizing steps are required for this standard task. Features Customizing of SAP Business Workflow Editing the Organizational Structure [Page 77] Performing Task-Specific Customizing [Page 78] Activating Event-Receiver Linkage [Page 79] 76 April 2001 .

organizational unit and processing period). Choose Implement. The system displays the initial screen for the Customizing application.SAP AG PM/CS . 2. April 2001 77 . or you can assign entire organizational units (for example. From the main menu.Plant Maintenance & Customer Service: Workflow Scena Processing the Organizational Structure Processing the Organizational Structure All persons who are responsible for processing an order in a particular phase. For this purpose. In the initial screen for changing the organizational plan. 3. In the subsequent screen. create or change the required organizational units and/or positions. enter the required data (for example. must be identified in the Customizing application for the SAP Business Workflow. select Tools → Business Engineer → Customizing. 4. Set up your organizational structure in the Customizing application as follows: 1. Assign the required persons to the appropriate units or positions using the available menu functions. Then choose Organizational plan → <Create/Change>. choose Basis Components → Business Management → SAP Business Workflow → Edit organizational plan. projects → SAP Reference IMG. 5. you can either list all the persons individually. In the IMG structure. departments) to the task. The system displays the screen Display Structure: SAP Reference IMG.

2. 5. From the main menu. The system displays the screen Display Structure: SAP Reference IMG. Choose Implement. Assign the person or persons who will perform the respective tasks in your company to the standard tasks TS20000004 to TS20000007 and TS20000031 78 April 2001 . select Tools → Business Engineer → Customizing. projects → SAP Reference IMG.PM/CS . In the IMG structure. 3. To assign the Plant Maintenance tasks. The system displays the initial screen for the Customizing application. choose Plant Maintenance → Maintenance Order Management → Maintenance Orders → Assign tasks to agent. 4. In the screen for task-specific customizing. proceed as follows: 1.Plant Maintenance & Customer Service: Workflow Scena Performing Task-Specific Customizing SAP AG Performing Task-Specific Customizing List all organization management objects that will be authorized to process an order. choose Basis Components → Business Management → SAP Business Workflow → Perform task-specific Customizing.

choose Plant Maintenance and Customer Service → Maintenance Processing → Maintenance Orders → Activate Event Linkage. The system displays the initial screen for the Customizing application. 3. From the initial menu. To ensure that the workflow is started.Plant Maintenance & Customer Service: Workflow Scena Activating Event-Receiver Linkage Activating Event-Receiver Linkage The event created for object type BUS2007 (maintenance order) is the triggering event for the workflow template WS20000021 (PMO author) and is entered as such in the event linkage table in the standard system.SAP AG PM/CS . choose Tools → Business Engineer → Customizing. the linkage between the triggering event and the standard task as the receiver of the event must be activated in the development environment for the SAP Business Workflow. 5. In the structural display. The system displays the screen Display Structure: SAP Reference IMG. 4. proceed as follows: 1. 2. On the screen for task-specific Customizing. Activate the event linkage for workflow template WS20000021 (PMO author). To activate the linkage in your system. Choose Implementation projects → SAP Reference IMG. choose Basis → Business Management → SAP Business Workflow → Perform task-specific Customizing. April 2001 79 .

PM/CS . Executing this work item makes it possible to process the order. 80 April 2001 . You can access the integrated inbox via the menu path Office → Inbox.Plant Maintenance & Customer Service: Workflow Scena Operation and Link to Application Functionality (PM-WOC-MO / Notifying the Order Creator) SAP AG Operation and Link to Application Functionality (PMWOC-MO / Notifying the Order Creator) Create event The standard task is started by an event when the order enters a new processing phase. Process order The person or persons responsible for this standard task will find a work item that represents the Order phase change in their integrated inbox.

When the maintenance planner processes the work item. that he can process directly from the inbox. Prerequisites You can only implement this workflow if you use maintenance or service orders in your system. the change transaction for the order is automatically called up. Process Flow 1. By using this workflow. you must have made all the necessary settings for it in your R/3 System. that he can process directly from the inbox. The order creator creates an order. you can copy this scenario and change the check for maintenance orders into a check for service orders. You can also use it for the component Service Management (SM). 2. When the work item is processed.SAP AG PM/CS . To be able to use the workflow successfully. he sees a work item in his integrated inbox. the change transaction for the order is called up automatically. To do this. The work item is terminated when the maintenance order is released or if it is not executed.Plant Maintenance & Customer Service: Workflow Scena Notifying the Employee Responsible (PM-WOC-MO) Notifying the Employee Responsible (PM-WOC-MO) Purpose You use this workflow if you want the maintenance planner (PM planner for short) to be notified when an order is created and needs to be released. he sees a work item in his integrated inbox. April 2001 81 . In these circumstances. The maintenance planner is notified that the order needs to be released. This scenario has been implemented in the standard system for the application component Plant Maintenance (PM). 4. 3.

which describe elementary business activities from an organizational standpoint. a single-step task relates to one object method (= technical link to R/3 functions) and is linked to the people in the organization who can process the object.PM/CS . For this reason. Object Type BUS2007 (Maintenance Order) [Page 83] Standard Tasks Standard tasks are single-step tasks provided by SAP. the following information is primarily of a technical nature and is not required for an initial overview. Standard Task TS20000064 (PMO Order to be Released by Maintenance Planner) [Page 84] 82 April 2001 . In each case.Plant Maintenance & Customer Service: Workflow Scena Technical Realization (PM-WOC-MO / Notification of the Employee Responsible) SAP AG Technical Realization (PM-WOC-MO / Notification of the Employee Responsible) Object Types Used Object technology is used to realize the interface between the R/3 functions and the SAP Business Workflow.

Plant Maintenance & Customer Service: Workflow Scena Object Type BUS2007 (Maintenance Order) Object Type BUS2007 (Maintenance Order) In this scenario. Location in object repository: Plant Maintenance and Service Management April 2001 83 . This means that a maintenance order is created.SAP AG PM/CS . a business application object of type BUS2007 (maintenance order) is processed.

PM/CS . a maintenance order is changed. 84 April 2001 .Plant Maintenance & Customer Service: Workflow Scena Standard Task TS20000064 (PMO Order is Released by PM Planner) SAP AG Standard Task TS20000064 (PMO Order is Released by PM Planner) In this standard task. Standard task: TS20000064 Abbreviation: PMO PMPlannr Task name: PMO order is released by PM Planner Referenced Object Method and Attributes Object type: BUS2007 (Maintenance order) Method: edit (edit) Maintain Agent Assignment All persons or organizational units assigned to this standard task can be notified.

Workflow template: WS20000014 ID: PMO PMPlanner Description: PMO maintenance planner Triggering Event for Workflow Template The event created for object type BUS2007 (maintenance order) has been entered as the triggering event for the workflow template. April 2001 85 . If the workflow template is to be started. a workflow is started by the PMO maintenance planner template.SAP AG PM/CS .Plant Maintenance & Customer Service: Workflow Scena Workflow Template WS20000014 (PM: PMO Maintenance Planner) Workflow Template WS20000014 (PM: PMO Maintenance Planner) When a maintenance order is created. This “linkage” between the event and the workflow template to be started is normally inactive in the standard system. it must first be activated in the Customizing for the SAP Business Workflow.

Plant Maintenance & Customer Service: Workflow Scena Scenario Procedure SAP AG Scenario Procedure When the order is created.PM/CS . 86 April 2001 . a terminating event released is triggered. With this. After the user has released the maintenance order. the standard task TS20000064 is started by an event. the work item is terminated and no longer appears in the integrated inbox of the employee responsible.

several other Customizing steps are required for this standard task. which ensures that the workflow system functions properly.SAP AG PM/CS . Features Customizing of SAP Business Workflow Editing the Organizational Structure [Page 88] Performing Task-Specific Customizing [Page 89] Activating Event-Receiver Linkage [Page 90] April 2001 87 .Plant Maintenance & Customer Service: Workflow Scena Preparation and Customizing (PM-WOC-MO / Notification of Employees Responsible) Preparation and Customizing (PM-WOC-MO / Notification of Employees Responsible) Use In addition to general Customizing.

select Implement. 4.PM/CS . The system displays the screen Display Structure: SAP Reference IMG. 3. 5.Plant Maintenance & Customer Service: Workflow Scena Processing the Organizational Structure SAP AG Processing the Organizational Structure All persons who are responsible for processing an order in a particular phase. must be identified in the Customizing application for the SAP Business Workflow. create or change the required organizational units and/or positions. choose Basis Components → Business Management → SAP Business Workflow → Edit organizational plan. For this purpose. Then choose Organizational plan → <Create/Change>. From the menu bar. 2. you can either list all the persons individually. select Tools → Business Engineer → Customizing. Set up your organizational structure in the Customizing application as follows: 1. enter the required data (for example. or you can assign entire organizational units (for example. In the IMG structure. 88 April 2001 . departments) to the task. The system displays the initial screen for the Customizing application. In the initial screen for changing the organizational plan. projects → SAP Reference IMG. organizational unit and processing period). Assign the required persons to the appropriate units or positions using the available menu functions. From the main menu. In the subsequent screen.

The system displays the initial screen for the Customizing application. 4.Plant Maintenance & Customer Service: Workflow Scena Performing Task-Specific Customizing Performing Task-Specific Customizing List all organization management objects that will be authorized to process an order. select Implement. In the IMG structure. 2. The system displays the screen Display Structure: SAP Reference IMG. 5. In the screen for task-specific customizing. 3. Assign the person or persons who will perform this task in your company to the standard task TS20000014 (PMO operation created). From the menu bar. select Tools → Business Engineer → Customizing.SAP AG PM/CS . projects → SAP Reference IMG. choose Plant Maintenance → Maintenance Order Management → Maintenance Orders → Assign tasks to agent. proceed as follows: 1. choose Basis Components → Business Management → SAP Business Workflow → Perform task-specific Customizing. April 2001 89 . From the main menu. To assign the Plant Maintenance tasks.

To activate the linkage in your system. To ensure that the workflow can be started. projects → SAP Reference IMG. choose Basis Components → Business Management → SAP Business Workflow → Perform task-specific Customizing. 3. The system displays the initial screen for the Customizing application. choose Plant Maintenance → Maintenance Order Management → Maintenance Orders → Activate event linking. 2. 4. select Tools → Business Engineer → Customizing. the linkage between the triggering event and the standard task as the receiver of the event must be activated in the development environment for the SAP Business Workflow. The system displays the screen Display Structure: SAP Reference IMG. proceed as follows: 1. 5. Activate the event linkage for the workflow template WS20000014 (PMO maintenance planner). From the menu bar. select Implement. In the IMG structure. In the screen for task-specific customizing.Plant Maintenance & Customer Service: Workflow Scena Activate Event-Receiver Linkage SAP AG Activate Event-Receiver Linkage The event created for the object type BUS2007 (maintenance order) is the triggering event for the workflow template WS20000014 and is entered in the event linkage table in the standard system as such. From the main menu. 90 April 2001 .PM/CS .

April 2001 91 . You can access the integrated inbox via the menu path Office → Inbox.SAP AG PM/CS . Executing this work item makes it possible to process the order.Plant Maintenance & Customer Service: Workflow Scena Operation and Link to Application Functionality (PM-WOC-MO / Notifying the Employee Responsible) Operation and Link to Application Functionality (PMWOC-MO / Notifying the Employee Responsible) Create event The standard task is started by an event when an order is created. Process order The person or persons responsible for this standard task will find a work item that represents the Creation of order in their integrated inbox.

the system deletes the work item “PM operation completely confirmed”. They can process the work item directly from their inbox. Process Flow 1. 92 April 2001 . see a work item in their integrated inbox. When the work item is processed. The work item “PM operation was partially confirmed” is terminated when the operation is completely confirmed. To be able to use the workflow successfully. The work item “PM operation was released” is terminated when the operation is partially or completely confirmed. If so. The person or persons assigned to the work centers responsible for the released operations then find a work item “PM operation was released” for each relevant operation in their integrated inbox. This work item can also be processed directly from the inbox by the employees assigned to the work center involved. The display transaction for the completion confirmations is called up automatically when doing this. You can also use it for the component Service Management (SM). 3. The display transaction for the order is called up automatically when doing this. To do this. The display transaction for the order is called up automatically when doing this. partially confirmed. When final completion of an operation is performed. 2. This work item can also be processed directly from the inbox. the employees of the work center involved receive the work item “PM operation partially confirmed”.Plant Maintenance & Customer Service: Workflow Scena Notifying the Work Centers Involved (PM-WOC-MO) SAP AG Notifying the Work Centers Involved (PM-WOC-MO) Purpose You use this workflow if you want the work centers that are involved in the processing of an order to be notified when their operations are released. you can copy this scenario and change the check for maintenance orders into a check for service orders. the processor specifies whether processing has been finished. or completely confirmed. The order creator creates an order and plans the work to be executed by assigning the individual operations to specific work centers. Those employees responsible process the work items directly from their inbox. the display transaction for the order is automatically called up for the order or completion confirmation. The maintenance planner releases the order. 5. By using the workflow functionality.PM/CS . Prerequisites You can only implement this workflow if you use maintenance or service orders in your system. the employees of the work center involved receive the work item “PM operation completely confirmed”. you must have made all the necessary settings for it in your R/3 System. 4. After displaying the completion confirmations. the person or persons who are assigned to the work centers involved. When partial completion of an operation is performed. This scenario has been implemented in the standard system for the application component Plant Maintenance (PM).

you must ensure that the work centers entered for the operations are not changed after the order is released.SAP AG PM/CS .Plant Maintenance & Customer Service: Workflow Scena Notifying the Work Centers Involved (PM-WOC-MO) If you want to implement this workflow as described above. the system continues sending the work items to the person or persons assigned to the work centers that were originally entered. When the work center is changed. April 2001 93 .

PM/CS . which describe elementary business activities from an organizational standpoint. For this reason. the following information is primarily of a technical nature and is not required for an initial overview. In each case. Workflow Template WS20000031 (PMO Operation) [Page 99] 94 April 2001 . You can find this workflow template in your R/3 system.Plant Maintenance & Customer Service: Workflow Scena Technical Realization (PM-WOC-MO / Notification of Work Centers Involved) SAP AG Technical Realization (PM-WOC-MO / Notification of Work Centers Involved) Object Types Used Object technology is used to realize the interface between the R/3 functions and the SAP Business Workflow. Object Type AFVC_PM (Maintenance Order Operation) [Page 95] Standard Tasks Standard tasks are single-step tasks provided by SAP. a single-step task relates to one object method (= technical link to R/3 functions) and is linked to the people in the organization who can process the object. Standard Task TS20000015 (PMO Operation Released) [Page 96] Standard Task TS20000016 (PMO Operation Completely Confirmed) [Page 98] Standard Task TS20000056 (PMO Operation Partially Confirmed) [Page 97] Workflow Template The actual process flow is implemented in the form of a workflow template.

Plant Maintenance & Customer Service: Workflow Scena Object Type AFVC_PM (Maintenance Order Operation) Object Type AFVC_PM (Maintenance Order Operation) In this scenario. Location in object repository: Plant Maintenance and Service Management April 2001 95 . the system processes a business application object of the type AFVC_PM (Maintenance order operation).SAP AG PM/CS . This means that the operation of a maintenance order is released/partially confirmed/completely confirmed.

Standard task: TS2000015 Abbreviation: PMO OP RLSD Task name: PMO operation released Referenced Object Method and Attributes Object type: AFVC_PM (PM order operation) Method: DISPLAYORDER (Display order) Maintain Agent Assignment All persons or organizational units assigned to this standard task can be notified. a maintenance order is displayed.Plant Maintenance & Customer Service: Workflow Scena Standard Task TS20000015 (PMO Order Released) SAP AG Standard Task TS20000015 (PMO Order Released) In this standard task. 96 April 2001 .PM/CS .

Plant Maintenance & Customer Service: Workflow Scena Standard Task TS20000056 (PMO Operation Completely Confirmed) Standard Task TS20000056 (PMO Operation Completely Confirmed) In this standard task. Standard task: TS20000056 Abbreviation: PMO OP PCON Task name: PMO operation partially confirmed Referenced Object Method and Attributes Object type: AFVC_PM (PM order operation) Method: DISPLAYORDER (Display order) Maintain Agent Assignment All persons or organizational units assigned to this standard task can be notified. April 2001 97 .SAP AG PM/CS . a maintenance order is displayed.

a completion confirmation is displayed. Standard task: TS20000016 Abbreviation: PMO OP CONF Task name: PMO operation completely confirmed Referenced Object Method and Attributes Object type: AFVC_PM (PM order operation) Method: DISPLAYCONFIRMATION (Display confirmation) Maintain Agent Assignment All persons or organizational units assigned to this standard task can be notified. 98 April 2001 .PM/CS .Plant Maintenance & Customer Service: Workflow Scena Standard Task TS20000016 (PMO Operation Completely Confirmed) SAP AG Standard Task TS20000016 (PMO Operation Completely Confirmed) In this standard task.

SAP AG

PM/CS - Plant Maintenance & Customer Service: Workflow Scena Workflow Template WS20000031 (PMO Operation)

Workflow Template WS20000031 (PMO Operation)
When an operation is released, a workflow is started by the PMO operation template. Workflow template: WS20000031 ID: PMO operation Description: PMO operation

Triggering Event for Workflow Template
The event RELEASED for object type AFVC_PM (maintenance order operation) has been entered as the triggering event for the workflow template.

This “linkage” between the event and the workflow template to be started is normally inactive in the standard system. If the workflow template is to be started, it must first be activated in the Customizing for the SAP Business Workflow.

April 2001

99

PM/CS - Plant Maintenance & Customer Service: Workflow Scena Scenario Procedure

SAP AG

Scenario Procedure
This workflow template makes it possible to inform the person or persons at the work centers involved in the execution of an order, about the processing status of the operations. 1. When the operation of an order is released, the standard task TS20000015 is started by the event Operation released. This task starts work item X. When the order is partially or completely confirmed, the work item X is terminated, as it has partial or final completion as a terminating event. 2. When partial confirmation is performed for the operation, the standard task TS20000056 is started by the event Operation partially confirmed. This task starts work item Y. The operation is now processed further, and final confirmation is performed for it. Now work item Y is terminated, as it has the final confirmation as a terminating event. 3. Now the standard task TS20000016 is started by the event Operation completely confirmed. This task starts work item Z. To close work item Z it must be ended manually.

100

April 2001

SAP AG

PM/CS - Plant Maintenance & Customer Service: Workflow Scena

Preparation and Customizing (PM-WOC-MO / Notification of Work Centers Involved)

Preparation and Customizing (PM-WOC-MO / Notification of Work Centers Involved)
Use
In addition to general Customizing, which ensures that the workflow system functions properly, several other Customizing steps are required for this standard task.

Features
Customizing of SAP Business Workflow
Editing the Organizational Structure [Page 102] Performing Task-Specific Customizing [Page 103] Activating Event-Receiver Linkage [Page 104]

April 2001

101

or you can assign entire organizational units (for example. 5. The system displays the screen Display Structure: SAP Reference IMG. 102 April 2001 .PM/CS . create or change the required organizational units and/or positions. The system displays the initial screen for the Customizing application. choose Basis Components → Business Management → SAP Business Workflow → Edit organizational plan. departments) to the task. enter the required data (for example. select Implement. must be identified in the Customizing application for the SAP Business Workflow. From the menu bar. 2. In the IMG structure. For this purpose. you can either list all the persons individually. Assign the required persons to the appropriate units or positions using the available menu functions. Then choose Organizational plan → <Create/Change>. From the main menu. projects → SAP Reference IMG. 3. In the initial screen for changing the organizational plan. 4. organizational unit and processing period).Plant Maintenance & Customer Service: Workflow Scena Processing the Organizational Structure SAP AG Processing the Organizational Structure All persons who are responsible for processing an order in a particular phase. select Tools → Business Engineer → Customizing. In the subsequent screen. Procedure 1.

choose Basis Components → Business Management → SAP Business Workflow → Perform task-specific Customizing. 3. In the IMG structure. 2. The system displays the initial screen for the Customizing application.SAP AG PM/CS . 4. select Tools → Business Engineer → Customizing.Plant Maintenance & Customer Service: Workflow Scena Performing Task-Specific Customizing Performing Task-Specific Customizing List all organization management objects that will be authorized to process an order. projects → SAP Reference IMG. The system displays the screen Display Structure: SAP Reference IMG. In the screen for task-specific customizing. April 2001 103 . TS20000056 (PMO Operation partially confirmed) and TS20000016 (PMO Operation completely confirmed). Procedure 1. choose Plant Maintenance → Maintenance Order Management → Maintenance Orders → Assign tasks to agent. select Implement. Assign the persons or work centers that should perform the tasks in your company to the standard tasks TS20000015 (Operation released). From the menu bar. From the main menu.

4.PM/CS . 104 April 2001 . 5. In the screen for task-specific customizing. In the IMG structure. the linkage between the triggering event and the workflow template task as the receiver of the event must be activated in the development environment for the SAP Business Workflow. The system displays the initial screen for the Customizing application. select Implement. choose Basis Components → Business Management → SAP Business Workflow → Perform task-specific Customizing. To ensure that the workflow can be started. select Tools → Business Engineer → Customizing. The system displays the screen Display Structure: SAP Reference IMG. projects → SAP Reference IMG.Plant Maintenance & Customer Service: Workflow Scena Activate Event-Receiver Linkage SAP AG Activate Event-Receiver Linkage The event RELEASED for the object type AFVC_PM (Maintenance order operation) is the triggering event for the workflow template WF20000031 and is entered in the event linkage table in the standard system as such. 3. Procedure 1. From the main menu. choose Plant Maintenance → Maintenance Order Management → Maintenance Orders → Activate event linking. From the menu bar. 2. Activate the event linkage to the workflow template WS20000031 (PMO Operation).

April 2001 105 . Executing this work item makes it possible to display the order. Executing this work item makes it possible to display the completion confirmation. You can access the integrated inbox via the menu path Office → Inbox.SAP AG PM/CS . The standard task TS20000016 is started by an event when an operation is completely confirmed. The standard task TS20000056 is started by an event when an operation is partly confirmed. Display order The person or persons who are responsible for the standard tasks TS20000015 and TS20000056 will find a work item in their integrated inbox that represents the Release of an order operation or the Partial confirmation of an order operation.Plant Maintenance & Customer Service: Workflow Scena Operation and Link to Application Functionality (PM-WOC-MO / Notifying the Work Centers Involved) Operation and Link to Application Functionality (PMWOC-MO / Notifying the Work Centers Involved) Create event The standard task TS20000015 is started by an event when a operation is released. The person or persons responsible for the standard task TS20000016 will find a work item in their integrated inbox that represents the Final confirmation of an order operation.

106 April 2001 .Plant Maintenance & Customer Service: Workflow Scena Service Notifications (CS-PM-SN) SAP AG Service Notifications (CS-PM-SN) These workflow scenarios support you when processing service notifications in the Customer Service (CS) application component.PM/CS .

The person responsible is notified as soon as the tasks have been created in the notification and the notification has been saved. which must be processed. which triggers and controls the execution of the following standard tasks: • Notifying a person responsible (for example.SAP AG PM/CS . the notification coordinator) that a new service notification has been created or put in process. the SAP Business Workflow automatically sends a work item to the person(s) or department(s) responsible and informs them that certain tasks need to be executed. The person responsible is notified as soon as the tasks have been completed in the notification and the notification has been saved.Plant Maintenance & Customer Service: Workflow Scena Processing of a Service Notification (CS-CM-SN) Processing of a Service Notification (CS-CM-SN) Purpose This workflow scenario supports your business processes for service processing. have been created for the service notification Notifying a person responsible (for example. In this scenario. who are assigned to the task (if neither a coordinator. the SAP Business Workflow component helps you to process. and that tasks must be defined for the notification Notifying a person responsible that tasks. Notification coordinator 2. monitor and complete newly created service notifications efficiently. Determination of the Person(s) or Department(s) Responsible For each of the above tasks. the system notifies the following people or departments in the order listed below: 1. and the service notification must either be completed or additional tasks must be defined for the notification • • SAP Business Workflow If the appropriate system settings have been made. Department responsible (if no coordinator has been specified) 3. All the people. This process is represented in a workflow template. nor a department has been specified) Prerequisites Refer to Preparation and Customizing (CS-CM-SN) [Page 111] April 2001 107 . The following tasks and triggering events belong to this process: Task Processing of an outstanding service notification without tasks Processing of a service notification with outstanding tasks Completion of a service notification with completed tasks Triggering Event The person responsible is notified when a service notification has been created manually in the system. the notification coordinator) that all the tasks for the service notification have been completed.

Plant Maintenance & Customer Service: Workflow Scena Processing of a Service Notification (CS-CM-SN) SAP AG Process Flow Refer to Process for Workflow Template WS20000318 [Page 110] 108 April 2001 .PM/CS .

which refer to an object method. Workflow template WS20000318 Standard role AC00000178 April 2001 109 . A service notification is identified by the notification number (key field). A service notification corresponds to business object type BUS2080. The triggering events for this workflow template are CREATED and INPROCESSAGAIN. methods and events for business object BUS2080 in the Business Object Repository of the R/3 System. You can use this workflow template to notify the people responsible that a service notification has been created. This is the standard role for service notifications. These are single-step tasks. In this workflow scenario.Plant Maintenance & Customer Service: Workflow Scena Technical Realization (CS-CM-SN) Technical Realization (CS-CM-SN) The interface between the R/3 functions and the SAP Business Workflow is realized using object technology. You can find the attributes. the system processes the following objects: Objects Task group TG20000016 Business object BUS2080 (service notification) What You Should Know: The task group contains all the workflow objects. Standard tasks: • • • TS20000549 (process new notification) TS20000548 (notification is processed) TS20000555 (complete notification) This template contains the definitions of the workflow task for this workflow scenario. The role resolution (defined in the standard role definition) is used to determine who is responsible for the processing of a service notification.SAP AG PM/CS . which belong to the workflow scenarios for service notifications. This task is assigned to the people or departments that are authorized to process the object.

Plant Maintenance & Customer Service: Workflow Scena Process for Workflow Template WS20000318 SAP AG Process for Workflow Template WS20000318 Purpose The workflow template for this process is started when you create a new service notification. 110 April 2001 . The triggering event starts the workflow template WS2000318 and the linked process as described in the following graphic. Process Flow 1. WorkflowMuster WS20000318 gestartet Eingang: Zuständige Person für Standardaufgabe TS20000549 Work-Item senden Work-Item entfernen zu tun Servicemeldung: – in Bearbeitung setzen – Maßnahmen definieren – Meldung sichern 1 2 Work-Item senden Eingang: Zuständige Person für Standardaufgabe TS20000548 zu tun Servicemeldung: – Maßnahmen ausführen – alle Maßnahmen erledigt Work-Item entfernen 3 Work-Item senden Eingang: Zuständige Person für Standardaufgabe TS20000555 zu tun Servicemeldung: Meldung abschließen oder weitere Maßnahmen definieren Work-Item entfernen Workflow beendet The standard tasks in this process are valid from Release 4.6.PM/CS . The system triggers one of the following events for business object BUS2080 (service notification): − − CREATED (service notification created) INPROCESSAGAIN (service notification in process again) 2.

Activities Make the following settings in Customizing: 1. are described here. which are required for the SAP Business Workflow component to be used. Set up the organizational structure and thereby determine your organizational units: Basis → Business Management → SAP Business Workflow → Edit Organizational Structure 2. make sure that you activate the event linkage for the workflow template and not for the standard task. For more information. Assign the organizational units to the standard tasks: Plant Maintenance and Customer Service → Maintenance and Service Processing → Notifications → Set Workflow for Service Notifications → Assign Agents to Tasks 3. Prerequisites All the general Customizing settings. April 2001 111 . see the Implementation Guide.SAP AG PM/CS . INPROCESSAGAIN) and workflow template WS20000318: Plant Maintenance and Customer Service → Maintenance and Service Processing → Notifications → Set Workflow for Service Notifications → Activate Event Linkage For step three.Plant Maintenance & Customer Service: Workflow Scena Preparation and Customizing (CS-CM-SN) Preparation and Customizing (CS-CM-SN) Use The application-specific Customizing settings. have been made. which you must make to process this workflow template. Activate the link between triggering event (CREATED.

Lotus Notes™ or MS Outlook™). You can receive a work item using another mail system client (for example. Activities System Activities If a service notification is created or put in process again. • • • • 112 April 2001 . You can navigate from the service notification to the workflow log. The transaction for changing a service notification appears. Processing of a newly created service notification (notification status Outstanding) 2. You can call up another screen for the work item. You have the following processing options: • You can process the work item by double clicking on it. to obtain an overview of outstanding and completed tasks. then the SAP Business Workflow automatically ensures that: 1. The workflow template WS20000318 is started 3. to define who has performed which activities.PM/CS . choose Office → Inbox.Plant Maintenance & Customer Service: Workflow Scena Operation and Link to Application Functions (CS-CM-SN) SAP AG Operation and Link to Application Functions (CS-CMSN) Use This workflow is used to inform the people or departments responsible automatically that a series of tasks must be executed in the following order: 1. you have the following options: Options Processing a work item as a workflow What You Should Know: To see the work item. The workflow-triggering event CREATED or INPROCESSAGAIN is generated 2. A work item is sent to the work center for the person(s) or department(s) responsible User Activities As the person responsible for a work item. You can set a work item for resubmission as a reminder to process it later. Completion of a service notification (status of all tasks Completed) The person(s) or department(s) responsible receive a mail (work item) in their inbox informing them of the tasks to be performed. Processing of a service notification with outstanding tasks (notification status In process) 3.

Plant Maintenance & Customer Service: Workflow Scena Operation and Link to Application Functions (CS-CM-SN) Processing a service notification manually using a worklist If you process a service notification manually (outside of the workflow). all the changes to the notification are also considered in the workflow process.SAP AG PM/CS . April 2001 113 .

The change transaction for the task is called up automatically during processing. the SAP Business Workflow automatically sends a work item to the integrated inbox of the person(s) responsible.Plant Maintenance & Customer Service: Workflow Scena Completion of a Task (CS-CM-SN) SAP AG Completion of a Task (CS-CM-SN) Purpose In a service notification. then the system notifies all the people who are assigned to the task. A task can refer both to the notification header and the individual notification items. The person(s) informed can process the work item directly from their inbox.PM/CS . SAP Business Workflow If the appropriate system settings have been made. If you create a task in a notification. It has a particular status. you can define one or more tasks to solve the problem recorded in the notification. If no person has been specified. the person responsible for completing the task can use the workflow to indicate this. Prerequisites Refer to Preparation and Customizing (CS-CM-SN / Completing a Task) [Page 118] Process Flow Refer to Process for Workflow (CS-CM-SN / Completing a Task) [Page 116] 114 April 2001 . It states that a new task has been created in a notification.

which refers to an object method.SAP AG PM/CS . A task corresponds to object type QMSM. the system processes the following objects: Objects Task group TG20000016 Object type QM/SM (task) What You Should Know: This task group contains the standard tasks and the workflow template required for this workflow scenario. In this workflow scenario. You can find the attributes. This task is assigned to the people or departments that are authorized to process the object. a task is completed in a service notification. In this standard task. This workflow template contains the definitions of the workflow task for this workflow scenario. methods and events for object type QMSM in the Business Object Repository of the R/3 System. Workflow template WS00200097 (SM ComplTask) April 2001 115 . You can use this workflow template to notify the people responsible that a critical error must be processed.Plant Maintenance & Customer Service: Workflow Scena Technical Realization (CS-CM-SN / Completing a Task) Technical Realization (CS-CM-SN / Completing a Task) The interface between the R/3 functions and the SAP Business Workflow is realized using object technology. Standard tasks TS00008340 (Complete task) This is a single-step task. The triggering event for this workflow is CREATED.

Task created Workflow started Activity = Complete task Waiting steps = Set deletion flag. Person responsible changed. The role 178 SM_TASK_ROLE (standard role for service notification) is defined as the default role for this task. The standard task is specified in the activity. The agent is determined using a role resolution.PM/CS . Result of Processing and Termination of Workflow The processing of the work item terminates the task and the entire workflow. a workflow is started based on the template SM Complete Task. The structure is defined so that the system only has to process one of the branches. 116 April 2001 . Task completed XOR Set deletion flag Person responsible Complete task Task completed Deletion flag set Person responsible changed Task completed Task completed = Event Terminate workflow Workflow terminated = Step Determination of Agent To determine the agent. then the system notifies all the people who are assigned to this standard task. Workflow Structure The workflow structure has several parallel branches to an activity and several wait steps (see graphic). If no person has been specified for this task. The workflow is also terminated if one of the waiting steps occurs. the system searches in the service notification for the person responsible for the tasks.Plant Maintenance & Customer Service: Workflow Scena Process for Workflow (CS-CM-SN / Completing a Task) SAP AG Process for Workflow (CS-CM-SN / Completing a Task) Purpose If a task has been created in a service notification.

SAP AG

PM/CS - Plant Maintenance & Customer Service: Workflow Scena Process for Workflow (CS-CM-SN / Completing a Task)

The terminating events Deletion flag set, Person responsible changed and Task completed can also occur outside of the workflow process. Once the task has been processed, it obtains the status Task completed.

April 2001

117

PM/CS - Plant Maintenance & Customer Service: Workflow Scena Preparation and Customizing (CS-CM-SN / Completing a Task)

SAP AG

Preparation and Customizing (CS-CM-SN / Completing a Task)
Use
The task-specific Customizing settings, which you must make to process this workflow template, are described here.

Prerequisites
All the general Customizing settings, which are required for the SAP Business Workflow component to be used, have been made.

Activities
Make the following settings in Customizing: 1. Set up the organizational structure and thereby determine your organizational units: Basis → Business Management → SAP Business Workflow → Edit Organizational Structure 2. Assign the organizational units to the standard tasks: Plant Maintenance and Customer Service → Maintenance and Service Processing → Notifications → Set Workflow for Service Notifications → Assign Agents to Tasks 3. Activate the link between triggering event (CREATED) and workflow template WS00200097: Plant Maintenance and Customer Service → Maintenance and Service Processing → Notifications → Set Workflow for Service Notifications → Activate Event Linkage

For step three, make sure that you activate the event linkage for the workflow template and not for the standard task. For more information, see the Implementation Guide.

118

April 2001

SAP AG

PM/CS - Plant Maintenance & Customer Service: Workflow Scena Operation and Link to Application Functions (CS-CM-SN / Completing a Task)

Operation and Link to Application Functions (CS-CM-SN / Completing a Task)
Use
This workflow is used to inform all the responsible people or departments that: • • A new task has been created in a service notification (task status Outstanding) The task must be processed

Activities
System Activities
If an existing service notification is put in process, then the SAP Business Workflow automatically ensures that: 1. The workflow-triggering event CREATED is generated 2. The workflow template WS00200097 is started 3. A work item is sent to the work center for the person(s) or department(s) responsible

User Activities
As the person responsible for a work item, you have the following options: Options Processing a work item as a workflow What You Should Know: To see the work item, choose Office → Inbox. You have the following processing options: • You can process the work item by double clicking on it. The transaction for changing a service notification appears. You can call up another screen for the work item, to obtain an overview of outstanding and completed tasks. You can set a work item for resubmission as a reminder to process it later. You can navigate from the service notification to the workflow log, to define who has performed which activities. You can receive a work item using another mail system client (for example, Lotus Notes™ or MS Outlook™).

• •

Processing a service notification manually using a worklist

If you process a service notification manually (outside of the workflow), all the changes to the notification are also considered in the workflow process.

April 2001

119

PM/CS .Plant Maintenance & Customer Service: Workflow Scena Operation and Link to Application Functions (CS-CM-SN / Completing a Task) SAP AG 120 April 2001 .

These people see a work item in their integrated inbox. To ensure that the notification is processed. and it can be processed directly from there. a person or group of people can be notified by workflow using the corresponding system setting. The system informs the following people or departments in the order listed below: • • • Coordinator of service notification Department responsible (if no coordinator has been specified) All the people.Plant Maintenance & Customer Service: Workflow Scena Processing an Outstanding Service Notification (CS-CM-SN) Processing an Outstanding Service Notification (CS-CMSN) This workflow scenario is obsolete and should no longer be used. Definition When a service notification is created in the system. the person or department responsible is notified automatically that the service notification must be processed. nor a department has been specified) SAP Business Workflow If a service notification has been created with the status "Outstanding". The functions for this scenario have been integrated into the new workflow scenario Processing of a Service Notification [Page 107].SAP AG PM/CS . who are assigned to the task (if neither a coordinator. it obtains the initial status "Outstanding". and is ready to be processed. This means that the notification is entered in the system. April 2001 121 . The change transaction for the service notification is called up automatically during processing.

a single-step task relates to one object method (= technical link to R/3 functions) and is linked to the people in the organization who can process the object. For this reason. Workflow Template WS00200096 (Processing a Service Notification) [Page 125] 122 April 2001 .PM/CS . Standard Task TS00008336 (Processing an Outstanding Service Notification) [Page 124] Workflow Template The actual process flow is implemented in the form of a workflow template. Object Type BUS2080 (Service Notification) [Page 123] Standard Tasks Standard tasks are single-step tasks provided by SAP. the following information is primarily of a technical nature and is not required for an initial overview.Plant Maintenance & Customer Service: Workflow Scena Technical Realization (CS-CM-SN / Outstanding Service Notification) SAP AG Technical Realization (CS-CM-SN / Outstanding Service Notification) Object Types Used Object technology is used to realize the interface between the R/3 functions and the SAP Business Workflow. which describe elementary business activities from an organizational standpoint. You can find this workflow template in your R/3 system. In each case.

Plant Maintenance & Customer Service: Workflow Scena Object Type BUS2080 (Service Notification) Object Type BUS2080 (Service Notification) In this scenario. the system processes a business application object of the type BUS2080 (Service notification). Location in object repository: Plant Maintenance and Service Management → Service Management → Service processing April 2001 123 . This means that a service notification with the status “Outstanding notification” will be processed.SAP AG PM/CS .

124 April 2001 . you process a service notification that has the status “Outstanding notification.PM/CS .Plant Maintenance & Customer Service: Workflow Scena Standard Task TS00008336 (Process Outstanding Service Notification) SAP AG Standard Task TS00008336 (Process Outstanding Service Notification) In this standard task.” Standard task: TS00008336 ID: Outsanding Description: Service task: Process notification Referenced object method and attributes Objekttyp: BUS2080 (Service notification) Methode: Edit (Change) Eigenschaften: Confirm end of processing Maintain agent assignment All persons or organizational units assigned to this standard task can be notified.

Workflow Container and Data Flow The most important information that must be available during the workflow is the object reference to the service notification to be processed (_EVT_OBJECT). April 2001 125 . This information is available as event parameters in the container for the triggering event and must be transferred to the workflow container “per data flow”. The element NOTIFICATION has been created in addition to the existing standard elements. the name of the creator of the notification (_EVT_Creator) and the sort key (_WI_Group_ID). If the workflow template is to be started. Workflow template: 00200096 ID: Process SM Description: SM: Process service notification Triggering Event for Workflow Template The events ACTIVATED (notification activated) and CREATED (notification created) for object type BUS2080 (service notification) have been entered as the triggering event for the workflow template. the following data flow definition has been established between the triggering event and workflow container: Workflow Container _WF_Initiator _WI_Group_Id NOTIFICATION <<<Event Parameter Container _EVT_Creator _EVT_OBJECT _EVT_OBJECT The element _WF_Initiator is available in the workflow container in the standard system.SAP AG PM/CS . This “linkage” between the event and the workflow template to be started is normally inactive in the standard system. it must first be activated in the Customizing for the SAP Business Workflow.Plant Maintenance & Customer Service: Workflow Scena Workflow Template WS00200096 (Processing a Service Notification) Workflow Template WS00200096 (Processing a Service Notification) If a service notification is created with the status "Outstanding". a workflow is started from the template Process SM. In the standard system.

The activity makes reference to the standard task. The role 178 SM_NOTIF_ROL (Person responsible for processing the service notification) is defined as the default role for this standard task.PM/CS . After the user has processed the service notification. If a responsible department cannot be found. If a coordinator is not specified. then all persons in the system assigned to this task will be notified. Workflow Structure The workflow structure has several parallel branches to an activity and several wait steps. Role container NOTIFICATION <Task container NOTIFICATION Binding The following binding is defined for the step “Process service notification”. Determination of Agent To identify the agent. The structure is defined in such a way that the system processes only one of the branches. Service notification in process and All tasks completed can also occur outside of the workflow process. The following two partner functions are defined in the service notification: • • Coordinator Department responsible The system first searches for the coordinator. This event terminates the task and the entire workflow.” The terminating events Deletion flag set. the system searches for the person responsible in the service notification.Plant Maintenance & Customer Service: Workflow Scena Steps in a Workflow SAP AG Steps in a Workflow If a service notification is created in the system with the status “Outstanding notification. Task container _WI_Object_ID NOTIFICATION <<Workflow container NOTIFICATION NOTIFICATION Result of Processing and Termination of Workflow The processing of the work item results in the event Service notification processed.. the system then searches for the responsible department. it can either have the status “Notification in process” or “Notification completed.” a workflow based on the template Process SM is started. The system identifies the agent on the basis of a role resolution. 126 April 2001 . Service notification completed.

SAP AG PM/CS . which ensures that the workflow system functions properly. Customizing of SAP Business Workflow Editing the Organizational Structure [Page 128] Performing Task-Specific Customizing [Page 129] Activating Event-Receiver Linkage [Page 130] April 2001 127 .Plant Maintenance & Customer Service: Workflow Scena Preparation and Customizing (CS-CM-SN / Outstanding Service Notification) Preparation and Customizing (CS-CM-SN / Outstanding Service Notification) In addition to general Customizing. several other Customizing steps are required for this workflow template.

Plant Maintenance & Customer Service: Workflow Scena Processing the Organizational Structure SAP AG Processing the Organizational Structure All persons who will be responsible for processing an outstanding service notification must be identified in the Customizing application for the SAP Business Workflow. In the subsequent screen. Set up your organizational structure in the Customizing application as follows: 1. select Basis → Workflow Management → Edit organizational plan. projects → SAP Reference IMG. For this purpose. In the IMG structure. 128 April 2001 . Assign the desired persons to these units or positions using the available menu functions. select Tools → Business Engineering → Customizing. create or change the desired organizational units and/or positions. 5. organizational unit and processing period) and then select Organizational plan → Create or Change. departments) to the task. In the initial screen for changing the organizational plan. From the main menu. you can either list all of the persons individually or you can assign entire organizational units (for example. 2. enter the required data (for example. 3. The system displays the initial screen for the Customizing application. The system displays the SAP Reference IMG. 4.PM/CS . select Implement. From the menu bar.

April 2001 129 . 4. In the IMG structure. From the menu bar. 2. The system displays the SAP Reference IMG. select Basis → Workflow Management → Perform task-specific customizing.Plant Maintenance & Customer Service: Workflow Scena Perform Task-Specific Customizing Perform Task-Specific Customizing List all organization management objects that will be authorized to process an outstanding service notification. To assign the Service Management tasks. From the main menu. The system displays the initial screen for the Customizing application. 3. select Tools → Business Engineering → Customizing. 5. select Plant Maintenance and Service Management → Service Management → Service processing → Assign tasks to agents. select Implement. projects → SAP Reference IMG. Assign the persons who will carry out this task in your company to the standard task TS00008336 (Process outstanding service notification). proceed as follows: 1. In the overview for task customizing.SAP AG PM/CS .

The system displays a screen for viewing the event linkage for various objects. To ensure that the workflow template can be started. Mark the Enabled field to activate the event linkage. you can also activate the event-receiver linkage by processing the workflow template directly. Select Utilities → Other tools → Event linkage. 2. proceed as follows: 1. it is entered in the event linkage table in the standard system.PM/CS . the linkage between the triggering event and the workflow template as the receiver of the event must be activated in the development environment for the SAP Business Workflow.Plant Maintenance & Customer Service: Workflow Scena Activate Event-Receiver Linkage SAP AG Activate Event-Receiver Linkage The events ACTIVATED and CREATED for object type BUS2080 (Service notification) are the triggering events for workflow template WS00200096. Select Goto → Detail to display the detail screen for the following object type. To activate the workflow template Process service notification in your system.) 130 April 2001 . event and receiver type: – – – Object type: BUS2080 Event: CREATED Receiver type: WS00200096 4. 3. (Alternatively. As such. Call up the SAP Business Workflow from the main menu by selecting Tools Business Engineering → Business Workflow → Development.

Process outstanding maintenance notification The person or persons responsible for this task will find a work item that represents the standard task Process outstanding service notification in their integrated inbox.SAP AG PM/CS .Plant Maintenance & Customer Service: Workflow Scena Operation and Link to Application Functionality (PM-SMA-SC / Outstanding Service Notification) Operation and Link to Application Functionality (PMSMA-SC / Outstanding Service Notification) The following description assumes that a service notification with the status “outstanding” has been created in the system and the notification has not yet been processed. You can access the integrated inbox via the menu path Office → Inbox. Generate event The workflow-triggering events ACTIVATED or CREATED are generated automatically if a service notification is created without being processed. Processing this work item makes it possible to put the notification “in-process”. April 2001 131 .

These people see a work item in their integrated inbox. the person or group of people responsible can be notified by SAP Business Workflow using the corresponding system setting. However.PM/CS . The system informs the following people or departments in the order listed below: • • • Coordinator of service notification Department responsible (if no coordinator has been specified) All the people. a certain person in an organization may be responsible for putting all outstanding service notifications in process (refer to Processing Outstanding Service Notifications (CS-CM-SN) [Page 121]). another person may actually be responsible for processing a notification. The change transaction for the service notification is called up automatically during processing. For example. but which have not yet been completed. and it can be processed directly from there. nor a department has been specified) SAP Business Workflow If a service notification obtains the status "In process". 132 April 2001 . who are assigned to the task (if neither a coordinator. Definition You can use this workflow scenario to process service notifications that have the status "In process".Plant Maintenance & Customer Service: Workflow Scena Processing a Service Notification in Process (CS-CM-SN) SAP AG Processing a Service Notification in Process (CS-CMSN) This workflow scenario is obsolete and should no longer be used. The functions for this scenario have been integrated into the new workflow scenario Processing of a Service Notification [Page 107].

Object Type BUS2080 (Service Notification) [Page 134] Standard Tasks Standard tasks are single-step tasks provided by SAP. Workflow Template WS00200099 (Putting a Service Notification in Process) [Page 136] April 2001 133 . In each case. which describe elementary business activities from an organizational standpoint. You can find this workflow template in your R/3 system. a single-step task relates to one object method (= technical link to R/3 functions) and is linked to the people in the organization who can process the object. For this reason. the following information is primarily of a technical nature and is not required for an initial overview. Standard Task TS00008336 (Processing a Service Notification) [Page 135] Workflow Template The actual process flow is implemented in the form of a workflow template.SAP AG PM/CS .Plant Maintenance & Customer Service: Workflow Scena Technical Realization (CS-CM-SN / Service Notification in Process) Technical Realization (CS-CM-SN / Service Notification in Process) Object Types Used Object technology is used to realize the interface between the R/3 functions and the SAP Business Workflow.

Location in object repository: Plant Maintenance and Service Management → Service Management → Service processing 134 April 2001 .PM/CS . the system processes a business application object of the type BUS2080 (Service notification).Plant Maintenance & Customer Service: Workflow Scena Object Type BUS2080 (Service Notification) SAP AG Object Type BUS2080 (Service Notification) In this scenario. This means that a service notification with the status “Notification in process” will be edited.

Plant Maintenance & Customer Service: Workflow Scena Standard Task TS00008336 (Process Service Notification) Standard Task TS00008336 (Process Service Notification) In this standard task. April 2001 135 .SAP AG PM/CS . you process a service notification that has the status “Notification in process.” Standard task: TS00008336 ID: Process Description: SM task process notification Referenced object method and attributes Object type: BUS2080 (Service notification) Method: Edit (Change) Attributes: Confirm end of processing Maintain agent assignment All persons or organizational units assigned to this standard task can be notified.

This information is available as event parameters in the container for the triggering event and must be transferred to the workflow container “per data flow”. a workflow is started from the template SM: Put service notification in process. Workflow template: 00200099 ID: SM InProcess Description: SM: Put service notification in process Triggering Event for Workflow Template The event INPROCESS (notification in process) for object type BUS2080 (service notification) has been entered as the triggering event for the workflow template. it must first be activated in the Customizing for the SAP Business Workflow. In the standard system.PM/CS . 136 April 2001 . The element NOTIFICATION has been created in addition to the existing standard elements. the following data flow definition has been established between the triggering event and workflow container: Workflow Container _WF_Initiator _WI_Group_Id NOTIFICATION <<<Event Parameter Container _EVT_Creator _EVT_OBJECT _EVT_OBJECT The element _WF_Initiator is available in the workflow container in the standard system. the name of the creator of the notification (_EVT_Creator) and the sort key (_WI_Group_ID). This “linkage” between the event and the workflow template to be started is normally inactive in the standard system.Plant Maintenance & Customer Service: Workflow Scena Workflow Template WS00200099 (Putting a Service Notification in Process) SAP AG Workflow Template WS00200099 (Putting a Service Notification in Process) If a service notification is created with the status "In process". Workflow Container and Data Flow The most important information that must be available during the workflow is the object reference to the service notification to be processed (_EVT_OBJECT). If the workflow template is to be started.

Task container _WI_Object_ID NOTIFICATION <<Workflow container NOTIFICATION NOTIFICATION Result of Processing and Termination of Workflow The processing of the work item results in the event Service notification processed. it will have the status “Notification completed”. This event terminates the task and the entire workflow. The activity makes reference to the standard task. The system identifies the agent on the basis of a role resolution. If a coordinator is not specified. Role container NOTIFICATION <Task container NOTIFICATION Binding The following binding is defined for the step “Process service notification”. Service notification completed. The structure is defined in such a way that the system processes only one of the branches.” a workflow based on the template SM inProcess is started. The following two partner functions are defined in the service notification: • • Coordinator Department responsible The system first searches for the coordinator. All tasks completed can also occur outside of the workflow process April 2001 137 . Workflow Structure The workflow structure has several parallel branches to an activity and several wait steps. If a responsible department cannot be found.Plant Maintenance & Customer Service: Workflow Scena Steps in a Workflow Steps in a Workflow If a service notification receives the status “Notification in process. The terminating events Deletion flag set. After the user has processed the service notification.SAP AG PM/CS . Determination of Agent To identify the agent. then all persons in the system assigned to this task will be notified. The role 178 SM_NOTIF_ROL (Person responsible for processing the service notification) is defined as the default role for this standard task. the system then searches for the responsible department. the system searches for the person responsible in the service notification.

Plant Maintenance & Customer Service: Workflow Scena Preparation and Customizing (CS-CM-SN / Service Notification in Process) SAP AG Preparation and Customizing (CS-CM-SN / Service Notification in Process) In addition to general Customizing. Customizing of SAP Business Workflow Editing the Organizational Structure [Page 139] Performing Task-Specific Customizing [Page 140] Activating Event-Receiver Linkage [Page 141] 138 April 2001 . several other Customizing steps are required for this workflow template.PM/CS . which ensures that the workflow system functions properly.

SAP AG

PM/CS - Plant Maintenance & Customer Service: Workflow Scena Processing the Organizational Structure

Processing the Organizational Structure
All persons who will be responsible for processing service notifications that have the status “Notification in process” must be identified in the Customizing application for the SAP Business Workflow. For this purpose, you can either list all of the persons individually or you can assign entire organizational units (for example, departments) to the task. Set up your organizational structure in the Customizing application as follows:: 1. From the main menu, select Tools → Business Engineering → Customizing. The system displays the initial screen for the Customizing application. 2. From the menu bar, select Implement. projects → SAP Reference IMG. The system displays the SAP Reference IMG. 3. In the IMG structure, select Basis → Workflow Management → Edit organizational plan. 4. In the initial screen for changing the organizational plan, enter the required data (for example, organizational unit and processing period) and then select Organizational plan → Create or Change. 5. In the subsequent screen, create or change the required organizational units and/or positions. Assign the required persons to these units or positions using the available menu functions.

April 2001

139

PM/CS - Plant Maintenance & Customer Service: Workflow Scena Perform Task-Specific Customizing

SAP AG

Perform Task-Specific Customizing
List all organization management objects that will be authorized to process a service notification with the status “in process”. To assign the Service Management tasks, proceed as follows: 1. From the main menu, select Tools → Business Engineering → Customizing. The system displays the initial screen for the Customizing application. 2. From the menu bar, select Implement. projects → SAP Reference IMG. The system displays the SAP Reference IMG. 3. In the IMG structure, select Basis → Workflow Management → Perform task-specific customizing. 4. Auf dem Bild zum aufgabenspezifischen Customizing wählen Sie In the overview for task customizing, select Plant Maintenance and Service Management → Service Management → Service processing → Assign tasks to agents. 5. Assign the persons who will carry out this task in your company to the standard task TS00008336 (SM task: Process notification).

140

April 2001

SAP AG

PM/CS - Plant Maintenance & Customer Service: Workflow Scena Activate Event-Receiver Linkage

Activate Event-Receiver Linkage
The event InProcess (notification in process) for object type BUS2080 (service notification) is the triggering event for workflow template WS00200099. As such, it is entered in the event linkage table in the standard system. To ensure that the workflow template can be started, the linkage between the triggering event and the workflow template as the receiver of the event must be activated in the development environment for the SAP Business Workflow. To activate the workflow template SM: Set service notification is process in your system, proceed as follows: 1. Call up the SAP Business Workflow from the main menu by selecting Tools Business Engineering → Business Workflow → Development. 2. Select Utilities → Other tools → Event linkage. The system displays a screen for viewing the event linkage for various objects. 3. Select Goto → Detail to display the detail screen for the following object type, event and receiver type: – – – Object type: BUS2038 Event: CREATED Receiver type: WS00200095

4. Mark the Enabled field to activate the event linkage. (Alternatively, you can also activate the event-receiver linkage by processing the workflow template directly.)

April 2001

141

” Edit “in-process” service notification The person or persons responsible for this task will find a work item that represents the standard task Edit in-process service notification in their integrated inbox. You can access the integrated inbox via the menu path Office → Inbox. Processing this work item makes it possible to complete the notification. 142 April 2001 .Plant Maintenance & Customer Service: Workflow Scena Operation and Link to Application Functionality (PM-SMA-SC / In-process Service Notification) SAP AG Operation and Link to Application Functionality (PMSMA-SC / In-process Service Notification) The following description assumes that a service notification has been set to the status “Notification in process.PM/CS .” Generate event The workflow-triggering event INPROCESS are generated automatically if a service notification is put “in-process.

April 2001 143 .SAP AG PM/CS . for example. Definition If a service notification contains one or more tasks. When this status is set. the service notification obtains the status "All tasks completed". the system automatically informs the coordinator of the service notification (specified in the notification header) that one of the following processing steps must be executed: • • Complete the service notification (if all the other notification processing steps have been completed) Define additional tasks (if. and it can be processed directly from there. the problem has not been resolved) SAP Business Workflow If a service notification obtains the status "All tasks completed". The functions for this scenario have been integrated into the new workflow scenario Processing of a Service Notification [Page 107]. The change transaction for the service notification is called up automatically during processing.Plant Maintenance & Customer Service: Workflow Scena Completing a Service Notification (CS-CM-SN) Completing a Service Notification (CS-CM-SN) This workflow scenario is obsolete and should no longer be used. and all of these tasks have been completed. the person or group of people responsible can be notified by SAP Business Workflow using the corresponding system setting. These people see a work item in their integrated inbox.

Object Type BUS2080 (Service Notification) [Page 145] Standard Tasks Standard tasks are single-step tasks provided by SAP.Plant Maintenance & Customer Service: Workflow Scena Technical Realization (CS-CM-SN / Completing a Service Notification) SAP AG Technical Realization (CS-CM-SN / Completing a Service Notification) Object Types Used Object technology is used to realize the interface between the R/3 functions and the SAP Business Workflow. Standard Task TS00008338 (Completing a Service Notification) [Page 146] Workflow Template The actual process flow is implemented in the form of a workflow template. In each case.PM/CS . which describe elementary business activities from an organizational standpoint. the following information is primarily of a technical nature and is not required for an initial overview. You can find this workflow template in your R/3 system. For this reason. Workflow Template WS00200098 (Completing a Service Notification) [Page 147] 144 April 2001 . a single-step task relates to one object method (= technical link to R/3 functions) and is linked to the people in the organization who can process the object.

Location in object repository: Plant Maintenance and Service Management t → Service Management → Service Processing April 2001 145 . This means that a service notification will be completed.Plant Maintenance & Customer Service: Workflow Scena Object Type BUS2080 (Service Notification) Object Type BUS2080 (Service Notification) In this scenario.SAP AG PM/CS . the system processes a business application object of the type BUS2080 (service notification).

PM/CS . 146 April 2001 . Standard task: TS00008338 ID: abschließen Description: SM task: Complete notification Referenced object method and attributes Object type: BUS2080 (service notification) Method: Edit (Change) Attributes: Confirm end of processing Maintain agent assignment All persons or organizational units assigned to this standard task can be notified.Plant Maintenance & Customer Service: Workflow Scena Standard Task TS00008338 (Complete Service Notification) SAP AG Standard Task TS00008338 (Complete Service Notification) In this standard task. you complete a service notification.

This “linkage” between the event and the workflow template to be started is normally inactive in the standard system. In the standard system. a workflow is started from the template SM Complete notification. If the workflow template is to be started. the name of the creator of the notification (_EVT_Creator) and the sort key (_WI_Group_ID). the following data flow definition has been established between the triggering event and workflow container: Workflow Container _WF_Initiator _WI_Group_Id NOTIFICATION <<<Event Parameter Container _EVT_Creator _EVT_OBJECT _EVT_OBJECT The element _WF_Initiator is available in the workflow container in the standard system. This information is available as event parameters in the container for the triggering event and must be transferred to the workflow container “per data flow”. it must first be activated in the Customizing for the SAP Business Workflow. Workflow Container and Data Flow The most important information that must be available during the workflow is the object reference to the service notification to be processed (_EVT_OBJECT). April 2001 147 . Workflow template: 00200098 ID: SM Complete Description: SM: Complete notification Triggering Event for Workflow Template The event ALLTASKSCOMPLETED (all tasks completed) for object type BUS2080 (service notification) has been entered as the triggering event for the workflow template.SAP AG PM/CS . The element NOTIFICATION has been created in addition to the existing standard elements.Plant Maintenance & Customer Service: Workflow Scena Workflow Template WS00200098 (Completing a Service Notification) Workflow Template WS00200098 (Completing a Service Notification) If all the tasks for a service notification have been completed.

If a responsible department cannot be found. then all persons in the system assigned to this task will be notified. Role container NOTIFICATION <Task container NOTIFICATION Binding The following binding is defined for the step “Complete service notification”.” The terminating events Complete service notification. it has the status “Notification completed. a workflow based on the template SM Complete notification is started. Service notification in process again and Deletion flag set can also occur outside of the workflow process. the system searches for the person responsible in the service notification.Plant Maintenance & Customer Service: Workflow Scena Steps in a Workflow SAP AG Steps in a Workflow If all tasks in a maintenance notification have been completed. The role 178 SM_NOTIF_ROL (Person responsible for processing the service notification) is defined as the default role for this standard task. After the user has processed the service notification. Task container _WI_Object_ID NOTIFICATION <<Workflow container NOTIFICATION NOTIFICATION Result of Processing and Termination of Workflow The processing of the work item results in the event Service notification processed. This event terminates the task and the entire workflow. 148 April 2001 . If a coordinator is not specified. the system then searches for the responsible department. The activity makes reference to the standard task. The following two partner functions are defined in the service notification: • • Coordinator Department responsible The system first searches for the coordinator.PM/CS . The system identifies the agent on the basis of a role resolution. Workflow Structure The workflow structure has several parallel branches to an activity and several wait steps. Determination of Agent To identify the agent. The structure is defined in such a way that the system processes only one of the branches.

which ensures that the workflow system functions properly. Customizing of SAP Business Workflow Editing the Organizational Structure [Page 150] Performing Task-Specific Customizing [Page 151] Activating Event-Receiver Linkage [Page 152] April 2001 149 . several other Customizing steps are required for this workflow template.SAP AG PM/CS .Plant Maintenance & Customer Service: Workflow Scena Preparation and Customizing (CS-CM-SN / Completing a Service Notification) Preparation and Customizing (CS-CM-SN / Completing a Service Notification) In addition to general Customizing.

150 April 2001 . In the IMG structure. 2. Set up your organizational structure in the Customizing application as follows: 1. select Basis → Workflow Management → Edit organizational plan. From the main menu.Plant Maintenance & Customer Service: Workflow Scena Processing the Organizational Structure SAP AG Processing the Organizational Structure All persons who will be responsible for completing a service notification must be identified in the Customizing application for the SAP Business Workflow. For this purpose. The system displays the SAP Reference IMG. Assign the required persons to these units or positions using the available menu functions. In the initial screen for changing the organizational plan. The system displays the initial screen for the Customizing application. enter the required data (for example. 4. departments) to the task. you can either list all of the persons individually or you can assign entire organizational units (for example. In the subsequent screen. select Tools → Business Engineering → Customizing. 3. select Implement. organizational unit and processing period) and then select Organizational plan → Create or Change. create or change the required organizational units and/or positions.PM/CS . projects → SAP Reference IMG. From the menu bar. 5.

The system displays the SAP Reference IMG. In the overview for task customizing. 5. select Implement. To assign the Service Management tasks. From the menu bar. 4.SAP AG PM/CS . From the main menu. select Plant Maintenance and Service Management → Service processing → Assign tasks to agents. In the IMG structure. select Tools → Business Engineering → Customizing. select Basis → Workflow Management → Perform task-specific customizing.Plant Maintenance & Customer Service: Workflow Scena Perform Task-Specific Customizing Perform Task-Specific Customizing List all organization management objects that will be authorized to process an outstanding task in a service notification. Assign the persons who will carry out this task in your company to the standard task TS00008338 (Complete service notification). 2. proceed as follows: 1.. April 2001 151 . 3. The system displays the initial screen for the Customizing application. projects → SAP Reference IMG.

Plant Maintenance & Customer Service: Workflow Scena Activate Event-Receiver Linkage SAP AG Activate Event-Receiver Linkage The event ALLTASKSCOMPLETED (all tasks completed) for object type BUS2080 (service notification) is the triggering event for workflow template WS00200098.) 152 April 2001 . it is entered in the event linkage table in the standard system. Select Utilities → Other tools → Event linkage. Select Goto → Detail to display the detail screen for the following object type. 2. To ensure that the workflow template can be started. (Alternatively. Mark the Enabled field to activate the event linkage. To activate the workflow template SM Complete notification in your system. proceed as follows: 1. As such.PM/CS . event and receiver type: – – – Object type: BUS2080 Event: ALLTASKSCOMPLETED Receiver type: WS00200098 4. you can also activate the event-receiver linkage by processing the workflow template directly. 3. the linkage between the triggering event and the workflow template as the receiver of the event must be activated in the development environment for the SAP Business Workflow. Call up the SAP Business Workflow from the main menu by selecting Tools Business Engineering → Business Workflow → Development. The system displays a screen for viewing the event linkage for various objects.

Generate event The workflow-triggering event ALLTASKSCOMPLETED is generated automatically if all tasks in a service notification have been completed. Complete maintenance notification The person or persons assigned to this task will find a work item that represents the standard task Complete service notification in their integrated inbox. Processing this work item makes it possible to complete and possibly archive the quality notification.Plant Maintenance & Customer Service: Workflow Scena Operation and Link to Application Functionality (PM-SMA-SC / Complete Service Notification) Operation and Link to Application Functionality (PMSMA-SC / Complete Service Notification) The following description assumes that all tasks in a service notification have been completed.SAP AG PM/CS . April 2001 153 . You can access the integrated inbox via the menu path Office → Inbox.

Sign up to vote on this title
UsefulNot useful