How To Guide - Workflow

Lars LobeSAP AG

How To Guide – Workflow BCS

SAP AG 2003, Title of Presentation, Speaker Name / 2

Overview

Way of working

Automatic Workflow Customizing

Type Linkage

Activation of Workflow for BCS

Role Definition

Trouble-shooting


Automatic Workflow Customizing

Execution: The user has to belong to user group for authorization check ‘SUPER’

(to maintain in transaction ‘User Maintenance’; tcode SU01)

Transaction SWU3

Press ‘Perform Automatic Workflow Customizing’


Type Linkage I

Transaction Workflow Builder Transaction code: SWDD

Workflow template WS12300025

Workflow template WS1230026

Press Basic Data


Type Linkage II

Press these iconPress this Icon


Type Linkage III

Task is active


Maintain Tasks I

Assigning agents to the tasks TS12300025 FMBCS: Decision about Budget TS12300027 FMBCS: Create a pre-posted document TS12300029 Decision to create a new doc with ref Use Transaction PFTC to add the correct agents.


Maintain Task I

Press Display Icon


Maintain Tasks II

Choose ‘Additional Data->Agent assignment->Maintain’


Maintain Agents

Choose ‘Create agent assignment…’and assign all responsible users, org-units… to this task


Role Definition – Accounting III

Maintenance of role definition for accounting in customizing for Public Sector Management


Role Definition – Accounting IV

Five steps to create the FM-Role Definition The document classes are predefined

BCSBU – BCS BUDGT – FBS

Assignment of document category to document class is predefined 910 – BCSBU 900 – BUDGT

Definition of FM account assignment groups Definition of FM amount groups Defining the FM role definition


Role Definition – Accounting V

Definition of FM Document Classes


Role Definition – Accounting VI

Assign FM Document Category to the Document Class


Role Definition – Accounting VII

Assign Groups for FM roles


Role Definition – Accounting VIII

Definition of FM amount groups


Role Definition – Accounting VX

Defining the FM role definition


Role Definition – Accounting X

Assigning an org unit, a job or a position to the FM account assignments


Result I

After doing all these settings and creating preposted documents, items should appear in the workflow inbox.

Transaction Business Workflow; tcode SBWP


Trouble Shooting I

Events Check, whether events are created correctly and an receiver was

maintained correctly in the type linkage Switch the event trace on/off: tcode SWELS Display the event trace: tcode SWEL


Trouble Shooting II

Workflow Log Displaying the workflow log to analyse other workflow errors:

Transaction Work Item Selection; tcode SWI1

How To Guide - Workflow

Documents

Transcript of How To Guide - Workflow