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Function documentationCreation and Configuration of Organizational Processes

 

You can use Design Time for processes and forms to create organizational processes and to make the necessary settings.

For more information on Organizational Processes, see Organizational Processes.

Integration

Create a process in the standard way as described in Creation and Configuration of Processes along with the specific steps to make it an organizational process as outlined in the Activities section of this document.

Features

Creating an Organizational Process

  • You can create an organizational process in the Design Time Tool (DTT)

    When creating a form scenario, add the SAP_PD back-end service to make an organizational process.

Activities

Creating an Organizational Process

  1. Go to the Design Time Tool (DTT), in the navigation pane for a specific form scenario, choose Back-End Services.

  2. In the right-hand pane, add the SAP_PD (Infotypes for Organization Management) back-end service, which is available as a selection when you choose F4 help.

    The Relations, Fields, Infotypes and Operations tools are automatically available under this back-end service.

    It is also possible to select the back-end service when you are creating the form scenario.

  3. In the navigation pane, go toValidity Period.

    Enter Start Object Type as S = Job, enter Application Type as PD.

  4. Choose Save.

Configuring the Organizational Process

  1. In the navigation pane for the form scenario, go to Start of the navigation path Back-End Services Next navigation step SAP_PD Next navigation step PD Objects End of the navigation path.

  2. In the right-hand pane, create an entry for the LEAD_OBJECT_ID, which is the object type that the process is to be started for — choosing from job, position, or organizational unit, depending on the process requirements.

    Example Example

    For process Change Job Name, the LEAD_OBJECT_ID is job.

    End of the example.

To create a relationship between the lead object and a related object:

  1. In the navigation pane for the form scenario, go to Start of the navigation path Back-End Services Next navigation step SAP_PD Next navigation step PD Objects End of the navigation path.

  2. The technical details for the leading object type are displayed in the first row of the table. Enter the details for the related object type in the next row of the table. Enter the object ID Fieldname, Object Type, Object Abbr. Fieldname, Object Text Fieldname, and the relevant operation.

    Choose Save. The system automatically creates new a new entry for the related object type in the hierarchy.

  3. In the navigation pane, go to Start of the navigation path Back-End Services Next navigation step SAP_PD Next navigation step PD Objects Next navigation step LEAD_OBJECT_ID Next navigation step Relations End of the navigation path.

    Enter the technical details of the related object type in the first row of the table displayed on this screen.

    The Object ID Fieldname — for leading object type — is displayed as a reference object on the Relations, Fields, and Infotypes and Operations screens.

    Example Example

    You want to create and assign a position under the lead object Organizational Unit.

    End of the example.

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Execute an Organizational Process

To execute organizational processes for the object types job, position, or organizational unit:

  1. To start an organizational process, choose Start Organizational Process in the Portal services.

  2. Choose object type as Job, Position, or Organizational Unit.

  3. Search for specific object using search fields Object ID, Object abbreviation, and Object name. Select an object from the results displayed in the table. Choose Select Process.

  4. Choose a process from the list that appears in the table. Choose Edit.

  5. Enter the relevant data on the form. Insert a comment in the Comments field if necessary. At this point, you can choose to save the data you have entered so far if you want to leave the process and come back to it later by choosing Save Draft. For more information, see Workflow Template WS17900404: Draft for Process Start.

  6. To proceed with the process, choose Check and Send. Review the data you have entered and choose Send.

  7. If this is a single-step process, when you choose Send, the master data is updated, with no further processing involved. If this process requires workflow, the work item is sent to the next agent in the process for processing.

  8. The next agent in the process receives the work item in his or her worklist, or in an e-mail in Microsoft Outlook with a link to the work item to be processed, if e-mail notification is set up. This agent can review and edit the data, which appears in a form, for the object. If further processing is required, the form is sent to the next agent in the process. If no further processing is required, this agent saves the data, which is updated in the master data for that object. Verify the data is updated with transaction PP01 in the back-end system.

For a sample process, see Change Job Attributes.