Release Workflow - Business Partner (SAP Library

Release Workflow - Business Partner

Purpose

In Treasury you can set up control instances for changes to the business partner using the release procedure. These enable the release procedure to control whether one or several users must release new business partners or business partners that have been changed.

In the Treasury Management area, you can only create financial transactions with business partners that have been released.
The release procedure is integrated in the Loans area so that you can create a loan with a business partner that has not yet been released, but you cannot continue processing the loan (for example, make postings) until you have released the master data for the loan.

The release procedure for the business partner has been set up using a Business Workflow, for which SAP has defined the standard role 20000053 'TRLOAPPROVAL' and the Workflow template WS20000263 'WSTRLOAPPROV'.

Prerequisite

See also:

Customizing

Process

Interdependencies

When you actively release the business partner, you cannot create any financial transactions with a business partner that has not yet been released in Treasury Management.

For more information on release dependencies in the Loans area, see: Release

Starting the release procedure

Each time you create or change a business partner, the system generates a new work item, which starts the release procedure. The work item appears automatically in the business workplace inbox of the person who is authorized to process the object and release it.

Release using the Business Workplace

You release a business partner using the Business Workplace. To do this, choose Office ® Workplace ® Inbox.

See also:

Operation

Overview of work items

Using the report program 'Transaction Release: Work Items for Loans', you can display all the work items within a certain period of time by selecting release object BPAR (business partner).

This report is in the Treasury Information System: Treasury Reports ® Treasury: Operative View ® Transaction ® Transaction Release ® Transaction Release: Work Items for Loans.