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Adjust/Copy
Workflow Template
This document explains the procedure for
implementing the release workflow for financial transactions. Several steps
are involved:
Requirements
1. You have
made the standard Customizing settings for the workflow (IMG path: R/3
Basis Implementation Guide -> Base -> Business Management -> SAP
Business Workflow) (mandatory).
1. If you want
to make customer-specific changes to the workflow template delivered with the
system, copy the workflow template WS 20000139 called TRTMTR_DL_RL and the
workflow subtemplate WS 20000138 called TRTMTR_NO_CH, and make your changes
there (optional) .
Procedure:
a) Execute this
IMG activity. A dialog box appears. Choose Adjust Workflow Template.
The Task: Maintain screen appears (transaction FNCW2).
(You can also use transaction PFTC Task: Maintain, or choose the
following path in the application menu: Tools -> Business Workflow
-> Development -> Definition Tools -> Tasks/Task Groups ->
Copy)
b) Choose task
type Workflow template and the task 20000138 or
20000139.
c) Choose
Task -> Copy or the corresponding pushbutton.
d) The Copy
Task dialog box appears. Enter a key and a name for the new workflow
template (remember to use the customer name space).
e) Make your
changes to the workflow template. .
Note:
To call up the
workflow documentation, choose Help -> Application
help.
f) Activate the
workflow template you have copied and changed.
If you do not want
to make any changes, you can also use the template or standard role delivered
with the system.
Activities
1. Execute this
IMG activity. A dialog box appears. Choose Define Standard Role. The
Maintain Standard Role screen appears (transaction
FNCW1).
2. Display the
standard role 20000034 (key: TRTMTR_DEAL)
(mandatory)
On the
Responsibilities tab, define the responsibilities required for the
individual approval steps and assign agents to these
responsibilities.
Procedure:
a) Branch to
the Responsibilities tab and create the required
responsibilities/roles.
- 1-step:
Agent
- 2-step: Agent, 1st
approval
- 2-step: Agent, 2nd
approval
- A 3-step release
procedure would require three agent roles.
b) When you
define the responsibilities, set the "current approval level" to the
corresponding value, and the "release steps" to the maximum possible number of
release steps.
c) To enter the
agents, position the cursor on the corresponding responsibility and choose
Insert agent assignment (pushbutton). You can now enter the user,
workplace, job, organizational unit, person, or position.
d) Standard
role 20000035 (addressee for missed deadlines in the workflow): Enter one or
more agents/positions to be informed when deadlines are not kept.
1. Once you
have created all the responsibilities and assigned agents to them, exit the
screen. The dialog box reappears. Choose Adjust Workflow
Template.
Note:
You can use the
standard role 20000035 to define several agents/positions to be contacted when
deadlines are missed.
2. Since this
workflow is triggered by an event, you must
activate event
linkage
for the workflow you are using
(mandatory).
Procedure:
a) Display your
own customer task or the SAP workflow template WS 20000139.
b) Branch to
the Triggering events tab.
c) Select the
event TO_BE_APPROVED with the object type BUS2042 and choose Edit ->
Event -> Activate/deactivate linkage.
d) Save the
workflow task.