Criteria for Reopening Activities

You can reopen a completed activity to perform actions in that activity once again. You enable the reopen function when you are defining activities in the Process Template Designer interface.

When choosing a reopening criterion for an activity, consider the following guidelines:

  • The Allow Reopen checkbox must have been selected in the activity that you want to reopen when designing the process template.

  • You reopen activities one by one starting from the most recently completed activity, which means that except for the last open activity, the reopen function is available only for the activity prior to the one that is now active; you cannot reopen an activity that is not consecutive.

  • By default, you must be a performer or reviewer in both the current activity and the next open activity to be able to reopen the current activity. To change the default setting, you can following the steps described in Check Only Current Step when Reopening below.

  • If you are the process owner you can reopen an activity, regardless of owner or reviewer assignment, from the process monitor.

  • You cannot specify which activity context to reopen; it is an activity operation.

  • You cannot reopen an activity once it has been finalized.

Check Only Current Step when Reopening

By default, if you act only as a performer or a reviewer instead of the process owner of a process, you must be a performer or reviewer in both the current activity and the next active activity to be able to reopen the current activity. To enable a performer or a reviewer to directly reopen the current activity, perform the following steps:

  • Trigger the reopen rule in BW IMG by perform the following steps:

    1. Log on to Business Warehouse and enter transaction SPRO to open the IMG page.

    2. Click SAP Reference IMG.

    3. First expand the Planning and Consolidation tree, then expand the Confuration Parameters tree node.

    4. Click Set Global Parameters.

    5. Click Insert to add the parameter BPF_NOT_CHECK_PRE_STEP_AUTH.

    6. Set the value of this parameter to Y and save the parameter.

    7. Navigate back to the Configuration Parameters page and click Set Environment Parameters.

    8. Enter the ID of your environment.

    9. Add the same parameter BPF_NOT_CHECK_PRE_STEP_AUTH, set its value to Y, and save the parameter.

The following sections describe how All and Matched criteria affect activities.

All Activity Context

Choosing All Activity Contexts as the reopening criterion for an activity introduces the following constraints:

  • You must be a participant in at least one activity context of thecurrent activity.

    (The process owner can ignore this).

  • You must be a participant in at least one activity context of the next openactivity.

    (The process owner can ignore this).

  • The opening criterion of the next open activity is All.

  • The open activity must be fully active, which means that all the activity contexts of the current activity must be Open, Reopened, Rejected, or Submitted.

Example

When you reopen activity 1, all activity contexts for activity 2 change to status Delayed:

Activity

Driving Dimension

Activity Context

Performer

Reviewer

Status

1

Entity

US

A

B

Reopen

1

Entity

Canada

C

D

Reopen

2

Entity

US

A

B

Delayed

2

Entity

Canada

C

D

Delayed

Matched Activity Context

Choosing Matched Activity Contexts as the reopening criterion for an activity introduces the following constraints:

  • You must be a participant of the matched activity context in the current activity to reopen that activity context.

    (The process owner can ignore this).

  • You must be a participant of the matched activity context in the next open activity to reopen that activity context in the current activity.

    (The process owner can ignore this).

  • The opening criterion of the next open activity is Matched.

  • The open activity must be an active activity , which means at least one of the activity contexts of the current activity must be Open, Reopened, Rejected, or Submitted.

Example

When you reopen activity 1, activity context Canada reopens. Canada changes to status Pending in activity 2.

Activity context US does not reopen as it is already complete in activity 2 - the activity context must be active in the next open activity to reopen it in the current activity:

Activity

Driving Dimension

Activity Context

Performer

Reviewer

Status

1

Entity

US

A

B

Complete

1

Entity

Canada

C

D

Reopen

2

Entity

US

A

B

Complete

2

Entity

Canada

C

D

Delayed