Methods To Leverage SAP Workflow

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Methods to leverage SAP Workflow. An introduction to basic concepts and tools.

Transcript of Methods To Leverage SAP Workflow

  • 1. Methods to Leverage and Optimize SAP Business Workflow in Your SAP PLM EnvironmentEric Stajda LeverX 2008 Wellesley Information Services. All rights reserved.

2. What Well Cover Introduction Thinking about SAP Workflow? Using SAP Workflow in the engineering environment Reviewing basic workflow concepts Looking at available tools Comparing out-of-the-box and custom methods and events Demo: Creating a simple workflow Determining types of resources required Wrap-up 1 3. Introduction Todays DiscussionLearn how to use SAP Workflow in your engineering environment to improve processes such as document approvals, engineering change management, and master data creation, and make them faster and less error-prone. Find out how to use SAPs Visual Workflow Builder to create workflows that map to your organizations product development processes. Gain insight into how much workflow functionality you can deploy out-of-the-box to support a PLM scenario. Learn how to locate standard business objects quickly and easily and how to put them to use in creating a PLM workflow. 2 4. Introduction Todays Discussion (cont.)Determine if and when it makes sense to custom- develop additional business objects, methods, and events. Step through a live demo of how to create PLM workflows that route documents for approval and expedite the creation of the material master with multiple views. Learn what type of roles you will require in your organization to build and maintain efficient PLM workflows. 3 5. What Well Cover Introduction Thinking about SAP Workflow? Using SAP Workflow in the engineering environment Reviewing basic workflow concepts Looking at available tools Comparing out-of-the-box and custom methods and events Demo: Creating a simple workflow Determining types of resources required Wrap-up 4 6. Why SAP Workflow?Here is my mantra about SAP Workflow It is all about getting the right information to the right people at the right time Many processes are still based on paper or email Not efficient SAP Workflow can take these processes and formalize them with many benefits Lets take a look at some benefits 5 7. Benefits of SAP WorkflowThe quality of the process is assured by pushing the relevant information together with links to related transactions directly to the user. Cycle time is reduced by pushing the process directly to the users. The users receive notification of a task immediately. The tasks are performed consistently and diligently by the users. The workflow system pushes all the necessary information needed to perform a task, including a clear description of what has to be done, how to do it, and the impact this task has on the business process for your company.6 8. Benefits of SAP Workflow (cont.)The process instance is transparent. At any time, any user can check how far the process has progressed and which stage the process has reached. Deadline handing ensures that users perform the tasks within the time planned. Intelligent reporting highlights the weaknesses of a process. The process definition is transparent. You can see at a glance how the process works and who will be selected to perform the different tasks. 7 9. What Well Cover Introduction Thinking about SAP Workflow? Using SAP Workflow in the engineering environment Reviewing basic workflow concepts Looking at available tools Comparing out-of-the-box and custom methods and events Demo: Creating a simple workflow Determining types of resources required Wrap-up 8 10. SAP Workflow in the Engineering EnvironmentThere are many places where workflow can be used in the engineering environment Many processes require data being sent for review or for further processing Getting the data to the right person at the right time is the key Some example processes where workflow can be used Document reviews Requesting a new material number Engineering change management process BOM review More details on next slides 9 11. SAP Workflow in the Engineering Environment (cont.)Document reviews Scenario: A document is created in the SAP Document Management system. At a certain point, it must be sent to an individual for review. This can be accomplished by a status change or manually starting a given workflow. Once reviewed, the document is set to be released. Requesting a new material number Scenario: At a certain point in the design process, new material numbers are required. A workflow process could be created to allow input of required material data to be input into a form and then sent over to a department that creates the material master in the SAP system. 10 12. SAP Workflow in the Engineering Environment (cont.)Engineering change management process This is the main process that usually gets workflow enabled during a project Processes are typically somewhat similar, and usually an industry standard However, each company usually has minor tweaks based on business requirements BOM review Scenario: Similar to a document review. Once the SAP BOM is created, you may want to send it to another individual for review. This is to make sure that the content and structure is correct.11 13. What Well Cover Introduction Thinking about SAP Workflow? Using SAP Workflow in the engineering environment Reviewing basic workflow concepts Looking at available tools Comparing out-of-the-box and custom methods and events Demo: Creating a simple workflow Determining types of resources required Wrap-up 12 14. Basic Workflow ConceptsWith SAP Business Workflow you can map business processes in the SAP system and process them (several times if required) under the control of the workflow system A workflow management system can process and monitor structured processes that: Encompass a sequence of activities Reoccur in the same or similar forms Involve several people or groups of people Require a lot of coordination 13 15. Key ElementsWorkflow definition Triggering event Workflow template Tasks Elements of the task Business object Methods Events If you understand the key elements, you will know everything necessary to build a workflow 14 16. What Is a Triggering Event?A triggering event identifies when the workflow is to start 15 17. What Is a Workflow Definition?A workflow definition is a combination of single-step tasks 16 18. What Are Tasks?Tasks are made from business objects and events 17 19. What Are Business Objects and Methods?Business objects and methods are used to act upon an object For example, the business object DRAW is for the document information record. In the business object, we have a method called Display. If we execute this method, it will display a document information record.18 20. What Well Cover Introduction Thinking about SAP Workflow? Using SAP Workflow in the engineering environment Reviewing basic workflow concepts Looking at available tools Comparing out-of-the-box and custom methods and events Demo: Creating a simple workflow Determining types of resources required Wrap-up 19 21. Tools AvailableSAP provides standard tools for developing workflows in the system The main tool is the SAP Visual Workflow Builder Graphical modeler with drag-and-drop functionality20 22. Tools Available (cont.)Any process imagined can be modeled through the workflow builder Standard steps that can be inserted provide a great deal of flexibility Some of the steps that can inserted include: User Decision Condition Container operation Event creation Process Control Loop Fork 21 23. What Well Cover Introduction Thinking about SAP Workflow? Using SAP Workflow in the engineering environment Reviewing basic workflow concepts Looking at available tools Comparing out-of-the-box and custom methods and events Demo: Creating a simple workflow Determining types of resources required Wrap-up 22 24. Table of Standard Business ObjectsSAP provides you with many standard tasks, business objects, methods, and events The table below shows the most important business objects in SAP PLM Business Object Association DRAWDocument management BUS1001 Material Master BUS1080 BOM ECM Change Master BUS1003 Class BUS7051 Notification 23 25. Whats Out-of-the-Box and Whats Custom?For each business object, SAP provides a standard set of events and methods for acting upon the object Methods: Change, Display, Create, Get Details Events: Created, Changed Standard events and methods can vary by business object What is considered custom? Business objects you create Your own methods or events that you add to a standard business objectExample: I would like to set a certain status on all documentsassociated with an engineering change master when it is setto the status of closed For this example, you would have a custom method that could be called through a task to set all documents associated to a change master to a certain status 24 26. Demo: Whats Out-of-the-Box and Whats Custom?25 27. What Well Cover Introduction Thinking about SAP Workflow? Using SAP Workflow in the engineering environment Reviewing basic workflow concepts Looking at available tools Comparing out-of-the-box and custom methods and events Demo: Creating a simple workflow Determining types of resources required Wrap-up 26 28. Creating a Simple WorkflowNow Ill show you a simple demonstration of creating a workflow in the SAP system Workflow scenario When the status of document information record changes from Draft to Review, I would like to be sent a notification to review the document Elements we will use: SAP Workflow Builder Business object DRAW with method Changed Standard SAP Task SAP Document Management to create and change a document SAP Inbox27 29. Demo: Live Demo of Creating a Simple Workflow 28 30. What Well Cover Introduction Thinking about SAP Workflow? Using SAP Workflow in the engineering environment Reviewing basic workflow concepts Looking at available tools Comparing out-of-the-box and