12/6/2019 Work Flow Creation Steps in SAP FICO

☰
SAP FICO (Financial Accounting and Controlling) » SAP FICO (Financial Accounting and Controlling) Tutorial

Work Flow Creation Steps

 22 Mar 2011 10:24 pm ||  0 Download

How to create Workflow

Trigger custom workflow when a Document is Parked

Introduction

This document shows step by step process for the creation of workflow, which is triggered whenever a document is parked.

Functionality for posting is also covered.

Workflow configuration needed to be done is also explained.

Scenario

Initiator parks the document.

Workflow is triggered on ‘COMPLETED’ event.

It is sent to Finance Officer

He /she either release the document for payment or reject it.

Upon release document is sent to Finance Manager.

That person can view it, post it or reject it.

Notifications

When workflow is triggered, initiator receives a mail that document has been sent to his supervisor.

When document is rejected, workflow is set to complete and initiator can be sent a comments mail.

BUSINESS OBJECT USED:

FIPP

WORK FLOW CREATION STEPS

Go to transaction SWDD. Create a new workflow and save it under your package.
x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 1/23
12/6/2019 Work Flow Creation Steps in SAP FICO

Go to Work flow container and add a new element. The following screen opens.

Create a new element ,ZFIPP as we are using BO FIPP.

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 2/23
12/6/2019 Work Flow Creation Steps in SAP FICO

Also set import and export parameters.

Click on the Basics Data button or press Ctrl-f8 and enter the work flow starting event.

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 3/23
12/6/2019 Work Flow Creation Steps in SAP FICO

Online Flowchart
Maker
Get the most powerful,
professional owchart software
on the market. Free 7-day trial.
Lucidchart

We want the work flow to start on ‘Completed’ event OF FIPP BO.

Activate the triggering event. It will be done thru a Customizing Request.

Also generate Automatic Binding.

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 4/23
12/6/2019 Work Flow Creation Steps in SAP FICO

Both the Activation and Binding buttons should be green by now.

Now our workflow should look like this: Event is successfully configured.

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 5/23
12/6/2019 Work Flow Creation Steps in SAP FICO

Now we want to send mail to the initiator that document no xxxxx has been sent to his supervisor,

Enter a mail step.

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 6/23
12/6/2019 Work Flow Creation Steps in SAP FICO

Now we want to add a task which will enable the supervisor to release amount for subsequent posting.

Add a new task. We will use RELEASE method of FIPP BO.

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 7/23
12/6/2019 Work Flow Creation Steps in SAP FICO

Now our workflow looks like this

Now on rejection , we want to add a MAIL interface ,so that Supervisor can add some comments on why he is rejecting this

document. We will be using standard SAP business workplace mail for this purpose.

On rejection add the following task under a new activity: TS20000139.Also add a process control which will set our workflow to
complete.
x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 8/23
12/6/2019 Work Flow Creation Steps in SAP FICO

Now our workflow looks like this

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 9/23
12/6/2019 Work Flow Creation Steps in SAP FICO

Also add a mail step in rejection to send to initiator a mail that document has been rejected.

Now we will come to the condition that Supervisor releases the payment We need to set a release flag.

Online Flowchart
Maker
Get the most powerful,
professional owchart software
on the market. Free 7-day trial.
Lucidchart

Define an element named released. Don’t forget to set its import and export parameters.

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 10/23
12/6/2019 Work Flow Creation Steps in SAP FICO

Add a container operation and set the following settings:

Our workflow now looks like

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 11/23
12/6/2019 Work Flow Creation Steps in SAP FICO

Now that the document is released by the Finance Officer, we will add a User decision step, for the Manager.

The Manager will have the following options.

1. View the document

2. Reject the document

3. Post the document

Lets make a User decision

For review add a new activity using the standard method DISPLAY of BO FIPP.

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 12/23
12/6/2019 Work Flow Creation Steps in SAP FICO

For post add a new activity using the standard method POST of BO FIPP.

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 13/23
12/6/2019 Work Flow Creation Steps in SAP FICO

For rejection, use previous done mail step and send mail to initiator that document has been rejected.

The User Decision step looks like now.

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 14/23
12/6/2019 Work Flow Creation Steps in SAP FICO

We have now done all the required Work flow tasks and steps.

FI PARKING WORKFLOW CONFIGURATION STEPS

Now we need to configure our Workflow.

Go to Tcode OBWA. Create a new variant.

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 15/23
12/6/2019 Work Flow Creation Steps in SAP FICO

Go to tcode OBWJ to assign your variant to your own company code.

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept
Work flow configuration is now complete. We have created a new variant and registered it to our company code. Our workflow is now

ready for testing. Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 16/23
12/6/2019 Work Flow Creation Steps in SAP FICO

FI PARKING WORKFLOW TESTING

Go to Tcode FV60

Enter the relevant data and press the Park Button. The document will be parked.

Online Flowchart
Maker
Get the most powerful,
professional owchart software
on the market. Free 7-day trial.
Lucidchart

When the USER presses the SAVE AS COMPLETED Button ,the work flow is triggered and he receives the mail.

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 17/23
12/6/2019 Work Flow Creation Steps in SAP FICO

Finance Officer will receive the following work item

He will have option to release or reject the document.

On reject, the following send mail screen is opened for comments purpose.

An automatic notification is also sent to initiator that the document is rejected.

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 18/23
12/6/2019 Work Flow Creation Steps in SAP FICO

If the Finance Officer ,releases the Document ,the document is sent to Finance Manager who can either post it ,reject it or view it.

Summary:

This sums up our FI Document Parking workflow .We have seen the events to trigger the workflow,release it for payment, mail users
,use BO FIPP methods for posting and display and seen how to configure it.

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 19/23
12/6/2019 Work Flow Creation Steps in SAP FICO

Download attached file.

You must be Logged in to download this file

Best Related Articles

What is SAP FICO?

Foreign Currency Valuation Configuration

Assessment Cycle vs Profit Center

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept
SAP FICORead
Posting Key for Bank
Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 20/23
12/6/2019 Work Flow Creation Steps in SAP FICO

SAP FICO Classic GL vs New GL

SAP FICO Interview Questions

Online Flowchart Maker

Get the most powerful, professional owchart

software on the market. Free 7-day trial.
Lucidchart

Follow Us

 x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Contact Information Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 21/23
12/6/2019 Work Flow Creation Steps in SAP FICO

#3940 Sector 23,

Gurgaon, Haryana (India)

Pin :- 122015

contact@stechies.com

Top Tutorials

SAP Tutorial

SAP HANA Tutorial

SAP BASIS Tutorial

Android Tutorial

Python Tutorial

Java Tutorial

Hadoop Tutorial

Photoshop Tutorial

Difference Between Article

Interview Questions

Top Interview Questions

ABAP Interview Questions

BASIS Interview Questions

HANA Interview Questions

SD Interview Questions

FICO Interview Questions

Hibernate Interview Questions

QTP/UFT Interview Questions

Tableau Interview Questions

TestNG Interview Questions

Hive Interview Questions

Quick Links
x
This website
Careeruses cookies
Guidence to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept
Tool

SAP Transaction Codes Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 22/23
12/6/2019 Work Flow Creation Steps in SAP FICO

Classifieds

Announcements

Recent Articles

Contact Us

About Us

Terms of Use

Privacy Policy

Cookies Policy

All the site contents are Copyright © www.stechies.com and the content authors. All rights reserved. All product names are trademarks of their respective companies. The site www.stechies.com is in
no way affiliated with SAP AG. Every effort is made to ensure the content integrity. Information used on this site is at your own risk. The content on this site may not be reproduced or redistributed

without the express written permission of www.stechies.com or the content authors.

x
This website uses cookies to improve your experience. We hope that you are ok with this, but you can opt-out if you wish. Accept

Read Cookies Policy

https://www.stechies.com/fi-document-parking-workflow/ 23/23