Circular and Process Route 

Use

You can use the circular and the process route to send single elements from the record one after another to multiple employees. You determine the process route when you create the circular. You can determine which activity each employee will execute, (for example, approve, edit, print, and so on).

Integration

A circular can only be created from a record, and not directly from the Records Organizer.

Prerequisites

You have carried out the workflow basic Customizing. For more information, see Workflow Customizing for the Process Route.

Features

You can choose all the elements in a record for a circular, and create it as a complete version.

You can define a process route for these elements. The process route is based on SAP Business Workflow. You model a process, and assign a processor to each step. In addition to actual employees, you can also enter other organizational categories from Organizational Management. You can create process route items sequentially, or in parallel.

For executing the assigned activity, the employees entered in the process route as processors receive a work item in their workflow inbox. When they execute the work item, a list is displayed containing all the elements selected by the creator of the circular. The processor can double-click to display these elements. They can then use pushbuttons to execute the functions provided for the activity, and can also add attachments to the elements. Once a work item has been executed, the employee in the next position along the process route receives a work item.

The specified process can be changed at any time. This ad hoc functionality enables the user to react flexibly to changes (steps that have already been processed can, of course, no longer be changed).

For more information, see Creating a Circular and a Process Route and Executing a Work Item for a Circular.