Design Worklist 

Use

This list showing the work to be carried out by an employee, called the worklist, appears and is managed in the integrated inbox in the SAP System. From this inbox, you can processing the individual activities in the worklist, called the work items.

From the information system, you can generate a worklist for the confirmation. A confirmation worklist can be sent to different processors - for example, a user or an organizational unit.

In this process, you use the workflow to:

Prerequisites

You have adapted the application function bar.

Adapt Application Function Bar

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

    Logistics ® Project System ® Information System ® Structures ® Individual Overviews ® Activities

    Transaction Code

    S_ALR_87015070

  2. If required, specify PS info profile 000000000001 , then choose .
  3. Enter the following data:
    4.

    Field

    Data

    Project

    E-#### (#### is the number of the sales order)

  4. Choose .

Set Filters

  1. Select E-#### and choose .
  1. To simply display the activities released for processing, choose ® Status-Dependent.
  2. In the dialog box, enter selection profile Z1300.

You maintain the selection profile in customizing. It filters out objects whose status meets the conditions defined in the profile.

  1. Choose .

    2. The system displays only the activities or activity elements which have status Released, but not (Finally) Confirmed. These conditions are defined in profile Z1300.

  2. Choose ® User-Defined.

    3. You can now choose the criteria according to which you want the activities displayed.

  3. In the List column (right), select the fields Plant, Work and Work Center, then choose .
  4. On the Selected Conditions screen area, enter the following data:
    5.

    Field

    Data

    Plant

    1300

    Work center (Frm)

    2000

    Work center (End)

    2100

  5. Choose .

The next screen shows the activities or activity elements in the Design phase that you can now release for processing or confirm. Only the activities or activity elements that meet the status dependent conditions and are assigned to work centers 2000 or 2100 from plant 1300 are displayed.

Create Confirmation Workflow

  1. Choose .
  2. Choose Verify ® Confirmation Workflow.
  1. In the dialog box, enter the following data:
    2.

    Field

    Data

    Description

    Confirmation pool

    E - #### - SPEC

    Description

    Description

    Engineering

    		  

    Org.Unit

    Select

    Receiver Category

    Object ID

    50000070

    Design Group

  2. Choose .

    3. The system displays a message, telling you that X list entries have been saved as list E####-SPEC.

    User WF-PS-1 has now received the pool as a work item in his or her inbox. When user WF-PS-1 executes the work item, the system automatically uses the pool to access the collective confirmation transaction.

    Here, you are making use of the integration between the Project System, Human Resources, and workflow.

    WF-PS-1 is the system user assigned in HR master record 1248. The employee with this personnel number is the design group leader. The standard task "PS Actual Data Entry" is assigned only to user WF-PS-1.

    This means that only the group leader has a work item with the pool of confirmations in his or her inbox, although the organizational unit covers a number of employees. If the group leader's item is to be transferred, the work item automatically appears in the new employee's inbox, assuming that his or her system user has the same configuration.

  3. Choose .
  4. Choose until the overview tree appears.