Release of Requests in Workflow

Use

You can use this function to control the approval procedure of requests via the SAP Business Workflow.

You can use automated workflow control in the SAP system to map out multi-level approval requirements, such as the "six eyes principle".

Integration

You can use the Bundling FI Documents function to assign a request number to parked FI documents from Financial Accounting , Materials Management and Funds Management . This allows you to release these FI documents in the workflow.

Features

Note Note

You make the settings for using Workflow in the Customizing of Funds Management Government . As of release 4.62, you can also flag requests as relevant for workflow independently of these Customizing settings. SAP provides process 00107030 and sample function module SAMPLE_PROCESS_00107030 for changing the workflow indicator.

End of the note.

The approval procedure in workflow is defined via the definition of workflow variants and role definitions.

Workflow Variants:

  • Defining a single or multi-level approval procedure

  • Defining an amount limit above which an approval procedure is processed by means of Workflow.

    Note Note

    The sum of all FI documents with the same request number is used as a comparative amount.

    End of the note.

  • Document type (such as VI = vendor invoice) that is to be processed via Workflow

  • Company code assignment

Role definition

  • Definition of document classes

    Several document categories can be grouped together for processing in a document class.

  • Definition of FM account assignment groups

    By selecting FM account assignments, you can subdivide requests into different areas of responsibility. FM account assignment groups are defined for an FM area/fiscal year.

    Note Note

    You can control the number of Workflow processors (branches) per approval level via the number of FM account assignment groups.

    End of the note.

  • Definition of FM amount groups

    The amount group determines the processor responsible depending on the amount of the request.

  • Role definition

    Defining the Workflow processor and their role in the approval procedure.

Activities

You execute the steps in Customizing of Funds Management Government .

See the Implementation Guide (IMG) for Funds Management Government ; section Workflow for more information.

See also:

BC - SAP Business Workflow

Example: Release Procedure in Workflow