Creating Process Routes

Use

You can define which employees are involved in the processing of cases. You can determine an activity (such as co-signing) for each employee you enter in the process route and also define whether the case should be processed sequentially or in parallel. You can either enter the employees sequentially in ( Insert Sequentially), or parallel ( Insert Parallel).

If you process the standardized business transactions and the process route should be the same for them, you can save a defined process route as a template and then assign this template to a new case.

Prerequisites

You are in Processing Area: Case and are processing a case with status New. The process route of a case only starts if the status of the case is set to In Processing.

The Workflow Customizing must be set up because the process route is based on SAP Business Workflow. For more information, see SAP Note 527668.

Procedure

To create a process route for a case:

1. Select Process Route in the function bar under attributes.

2. Select Header Data and enter the header data for the process route.

   You can find out the meaning of the individual fields in the field help.

3. Select Insert New Process Route Item (Continue).

4. Insert process route items. You have the following options when entering process route items:

   1. You can insert the items sequentially by selecting Insert Sequentially.

      The process route item is inserted after the item on which your cursor is placed. The Work Item is automatically sent once the processor of the preceding process route item has finished their work item.

   2. You can insert the items in parallel by selecting Insert Parallel.

      The process route item is inserted in parallel with the item on which your cursor is placed. The parallel employee receives a work item as soon as the processor of the preceding item has finished their work item.

   The screen Add Process Route Item appears. In the upper screen area, you find the process route items on which you have currently placed your cursor. In the lower screen area, you can determine the characteristics of the new process route item. You can find out the meaning of the individual fields in the field help.

5. Select Insert New Process Route Item (Continue).

   The new process route item is displayed in the overview tree.

6. To check the process route after all process route items have been inserted, select Check Process Route.

7. To start the process route, you have to set the status of the case to In Processing in the attributes and save the case.

8. To save the cases and the process route, select Save in the function bar above the attribute.

Result

If the case was saved with the status In Processing, the processor of the first process route item receives the case as a work item in the folder New Cases of their worklist. If the processor executes the work item, they go directly to the case. When the process route item has been processed, the following processor receives a work item in their worklist.

The case is moved from the folder Cases In Processing to the folder Current Cases of the processor who initiated the process.