SAP Workflow Classics

Session 803
Martin Maguth, Norikkon
Torsten Schnorpfeil, Norikkon
 AGENDA

1. Introduction
2. Purchase requisition release
3. Parked invoice approval
4. TMS transport release
 KEY LEARNING POINTS

 How to configure and activate a workflow template for

purchase order releases
 How to configure and activate a workflow template for
parked invoice approval
 How to configure and activate a workflow template for
CTS transport releases
 AGENDA

1. Introduction
2. Purchase requisition release
3. Parked invoice approval
4. TMS transport release
 PURCHASE REQUISITION RELEASE

Workflow template: WS00000038

Description: wf_req_rel

• Enables the approval processing

of purchase requisition items.
• Upon creation or change of a
purchase requisition, the
workflow is triggered.
• The workflow initiator is
informed about release decision
made in the process.
 PURCHASE REQUISITION RELEASE

Configuration steps:

1. Review workflow template

2. Configure requisition release strategy
3. Maintain role resolution
4. Activate event link
5. Test workflow
 PURCHASE REQUISITION RELEASE

1. Review workflow template

• Use transaction PFTC to access
WS00000038
• Business object BUS2009
• Triggering event
BUS2009.RELEASESTEPCREATED
• Task TS00007986 (has default
rule 148 and terminating
events)
• Confirmation messages sent to
workflow initiator
 PURCHASE REQUISITION RELEASE

2. Configure requisition release strategy

• Verify class FRG_EBAN (or custom class) in
transaction CL02
• Go to SAP IMG (Materials Management-
>Purchasing-> Purchase Requisition->Release
Procedure-> Procedure with Classification
• Maintain release group, codes, and indicators
• Maintain release strategy
PURCHASE REQUISITION RELEASE

Maintain release
Maintain release codes
group Review release
indicators
 PURCHASE REQUISITION RELEASE

Maintain release strategy

Status of When to apply

Relationship of
requisition with release strategy
release codes
release codes
 PURCHASE REQUISITION RELEASE

3. Maintain role resolution

• Workflow template uses default rule 148 to
determine release agent
• Go to SAP IMG (Materials Management-
>Purchasing-> Purchase Requisition->Release
Procedure-> Procedure with Classification and
select Workflow
• Assign SAP user or organizational object to release
strategy and plant
PURCHASE REQUISITION RELEASE

Maintain user assignments

to release codes
 PURCHASE REQUISITION RELEASE

4. Activate linkage for triggering event

• Go to transaction SWETYPV and activate link for
workflow template WS00000038 and event
BUS2009.RELEASESTEPCREATED
PURCHASE REQUISITION RELEASE

Make sure that box “Linkage

Activated” is checked
 PURCHASE REQUISITION RELEASE

5. Test workflow
 AGENDA

1. Introduction
2. Purchase requisition release
3. Parked invoice approval
4. TMS transport release
 PARKED INVOICE APPROVAL

Workflow template: WS00400032

Description: FIPP_FRAME2

• Enables the approval processing of

parked vendor invoices without
purchase order
• Upon creation of a new parked
invoice, the workflow is triggered
• The workflow manages approvals in
sequential fashion
 PARKED INVOICE APPROVAL

Configuration steps:

1. Review workflow template

2. Configure release approval paths
3. Assign approvers
4. Activate event link
5. Test workflow
 PARKED INVOICE APPROVAL

1. Review workflow template

• Use transaction PFTC to access
WS00400032
• Business object FIPP
• Triggering event FIPP.CREATED
• Workflow loops until invoice is
posted or deleted
• Uses dynamic subworkflows for
account assignment approval
and amount approval
 PARKED INVOICE APPROVAL

2. Configure release approval paths

• Go to SAP IMG (Financial
Accounting->Global Settings-
>Document->Document
Parking)
• Create workflow variant and assign
to company code
• Maintain approval groups, paths,
and procedures
 PARKED INVOICE APPROVAL

Maintain workflow
Account assignment variant Assign variant to
subworkflow
company code
 PARKED INVOICE APPROVAL

Define release group and release

Maintain
assign to vendor approval
master path
Assign approval path to
workflow variant and
release group

Assign workflows for

amount release
 PARKED INVOICE APPROVAL

3. Assign approvers
• Go to SAP IMG (Financial Accounting-
>Global Settings->Document->Document
Parking)
• Define users with release authorization for
parking documents
PARKED INVOICE APPROVAL
 PARKED INVOICE APPROVAL

4. Activate linkage for triggering event

• Go to transaction SWETYPV and activate link
for workflow template WS00400032 and
event FIPP.CREATED
PARKED INVOICE APPROVAL

Make sure that box “Linkage

Activated” is checked
 PARKED INVOICE APPROVAL

5. Test workflow
 AGENDA

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

Workflow template: WS71000008

Description: ctw_pt_roles

• Enables the approval processing of

transport proposals before
transport is moved to target system
• Upon creation of a new transport
proposal, the workflow is triggered
• Used when “Responsibility” is
selected for routing, otherwise
WS30000524 is used
 TMS TRANSPORT RELEASE

Configuration steps:

1. Review workflow template

2. Configure transport management system
3. Assign agents
4. Test workflow
 TMS TRANSPORT RELEASE

1. Review workflow template

• Use transaction PFTC to access
WS71000008
• Business object CTPROPOSAL
• Workflow handles approval and
import
• Prerequisites:
• SAP system configured as transport
domain controller
• Transport routes for workflow are
configured
 TMS TRANSPORT RELEASE

2. Configure transport management

system
• Go to transaction STMS and
then menu Overview->Systems,
Go To->Transport Domain, Then
tab Workflow Engine
• Select domain
• Enter RFC information
 TMS TRANSPORT RELEASE

Maintain workflow engine

Workflow engine will
be activated
 TMS TRANSPORT RELEASE

3. Assign approval agents

• Automatic assignment (retrieves
approvers from workflow
configuration)
• Responsibility (allows “you” to
configure responsible agents via
responsibility rule)
 TMS TRANSPORT RELEASE

Enter responsibility
Maintain rule
Select 7100000136
responsibility
 TMS TRANSPORT RELEASE

4. Test workflow
Questions?

Martin Maguth
Norrikon
(646) 371-0935
martin@norikkon.com
 THANK YOU FOR PARTICIPATING
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SESSION CODE: 803

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