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 Process documentation Release Workflow for Business Partner Locate the document in its SAP Library structure

Purpose

In the SAP System you can use the release function to control changes to the business partner (SAP Business Partner and Real Estate Business Partner). The release procedure controls whether one or several users are required to release new business partners or business partners that have been changed.

·        In the Transaction Manager area under Treasury and Risk Management (TRM), you can enter financial transactions only with business partners that have been released.

·        In the Loans area, the release procedure is integrated such a way that you can create a loan with a business partner that has not yet been released, but you cannot continue processing the loan (for example, make postings) until you have released the master data for the loan.

The release procedure for the business partner (SAP Business Partner and Real Estate Business Partner) has been set up using a Business Workflow, for which SAP has defined the standard role 20000053 'TRLOAPPROVAL' and the Workflow template WS20000263 'WSTRLOAPPROV'.

Prerequisite

See also:

Structure linkCustomizing

Process flow

Dependencies

When you have activated the release procedure for the business partner, you cannot create financial transactions in the Transaction Manager with business partners that have not been released.

For more information on release dependencies in the Loans area, see Structure linkRelease

Starting the release procedure

Each time you create or change a business partner, the system generates a new work item, which starts the release procedure. The work item appears automatically in the Business Workplace inbox of the person who is authorized to process and release the object.

Release using the Business Workplace

You release a business partner using the Business Workplace. To do this, choose Office ® Workplace ® Inbox.

See also:

Structure linkOperation

Overview of work items

Using the report program Structure link'Transaction Release: Work Items for Loans', you can display all the work items within a certain period of time by selecting release object CBP (SAP Business Partner) or BPAR (Real Estate Business Partner).

You will find the report program in the Information System for Loans Management by choosing Reports  -> Transaction -> Transaction Release -> Transaction Release: Work Items for Loans.

 

 

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