Workflow for FI Document Park

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How to create Workflow

Trigger custom workflow when a Document is Parked

IntroductionThis 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 !"#$%T%&' event.

It is sent to Finance !fficer

(e )she either release the document for payment or re*ect it.

+pon release document is sent to Finance "anager.

That person can view it, post it or re*ect it.

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

supervisor.

When document is re*ected, workflow is set to complete and initiator can be sent a

comments mail.

BUSINESS OBE!T USED"FI##

WO#$ %&OW !#E'TION STEPSo to transaction -W&&. reate a new workflow and save it under your package.

(o to Work flow container and add a new element) The following screen o*ens)


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!reate a new element +,%IPP as we are using BO %IPP)


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'lso set im*ort and e-*ort *arameters)


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!lick on the Basics Data .utton or *ress !trl/f0 and enter the work flow starting e1ent)

We want the work flow to start on ompleted' event !F FI## !.'cti1ate the triggering e1ent) It will .e done thru a !ustomi2ing #e3uest)


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'lso generate 'utomatic Binding)


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Both the 'cti1ation and Binding .uttons should .e green .4 now)

Now our workflow should look like this" E1ent is successfull4 configured)


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/ow we want to send mail to the initiator that document no xxxxx has been sent to hissupervisor,

Enter a mail ste*)


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/ow we want to add a task which will enable the supervisor to release amount for subse0uentposting.'dd a new task) We will use #E&E'SE method of %IPP BO)


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Now our workflow looks like this


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/ow on re*ection , we want to add a "1I$ interface ,so that -upervisor can add some commentson why he is re*ecting this document. We will be using standard -1# business workplace mail forthis purpose.!n re*ection add the following task under a new activity2 TS56666789.1lso add a process controlwhich will set our workflow to complete.


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Now our workflow looks like this


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1lso add a mail step in re*ection to send to initiator a mail that document has been re*ected./ow we will come to the condition that -upervisor releases the payment We need to set arelease flag.Define an element named released) Don:t forget to set its im*ort and e-*ort *arameters)


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'dd a container o*eration and set the following settings"


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Our workflow now looks like


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/ow that the document is released by the Finance !fficer, we will add a +ser decision step, forthe "anager.The ;anager will ha1e the following o*tions)

3iew the document

4e*ect the document

#ost the document

&ets make a User decision

%or re1iew add a new acti1it4 using the standard method DISP&'< of BO %IPP)


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%or *ost add a new acti1it4 using the standard method POST of BO %IPP)


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For re*ection, use previous done mail step and send mail to initiator that document has beenre*ected.The User Decision ste* looks like now)


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We have now done all the re0uired Work flow tasks and steps.

%I P'#$IN( WO#$%&OW !ON%I(U#'TION STEPS/ow we need to configure our Workflow.(o to Tcode OBW') !reate a new 1ariant)


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(o to tcode OBW to assign 4our 1ariant to 4our own com*an4 code)


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Work flow configuration is now complete. We have created a new variant and registered it to ourcompany code. !ur workflow is now ready for testing.

%I P'#$IN( WO#$%&OW TESTIN(o to Tcode F356


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Enter the rele1ant data and *ress the Park Button) The document will .e *arked)

When the USE# *resses the S'=E 'S !O;P&ETED Button +the work flow is triggered andhe recei1es the mail)


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%inance Officer will recei1e the following work item

He will ha1e o*tion to release or re>ect the document)

!n re*ect, the following send mail screen is opened for comments purpose.'n automatic notification is also sent to initiator that the document is re>ected)


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If the Finance !fficer ,releases the &ocument ,the document is sent to Finance "anager whocan either post it ,re*ect it or view it.

Summar4"This sums up our FI &ocument #arking workflow .We have seen the events to trigger theworkflow,release it for payment, mail users ,use ! FI## methods for posting and display andseen how to configure it.

Workflow for FI Document Park

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