Preparation and Customizing (SD-SLS-OA)
Application-Specific Customizing
You need to make the following settings in Customizing for Sales and Distribution:
Select the Update lower level contract field for sales document type group contract, so that the workflow copies all the changes in the master contract into the assigned lower level contracts, according to the referencing procedure.
Make this setting by going to Customizing for Sales and Distribution and choosing Sales ®
Assign a processor by going to Customizing for Sales and Distribution and choosing Sales ® Sales Documents ® Contracts ® Master Contract ® Activate Workflow for Master Contracts. For more information on this Customizing activity, see the online Implementation Guide.
You must activate event linkage for object types BUS2095 and BUS2034. You can do this by going to Customizing for Sales and Distribution and choosing Sales Documents ® Contracts ® Master Contract ® Activate Workflow for Master Contracts. For more information on this Customizing activity, see the online Implementation Guide.
Customizing for SAP Business Workflow
Note that the changes in the lower level contracts are made according to the referencing procedure for the master contract that was agreed on in Customizing. See the relevant chapter in the Implementation Guideline for master contracts.
Organizational Plan
You can also assign the people who can change the master contract to other organizational units.
Organizational units are areas within a company that belong together for organizational and business purposes, such as a department. However, they are not normally required for the workflow scenario. Only those employees who are authorized to change master contracts and who have changed a master contract, receive a work item in their inbox if an application error occurs, for example, if the workflow is incorrectly implemented. The work item can be forwarded to all the people who are listed in the employee assignment but the employees who process it must also be authorized to change the contracts.
You can set up the organizational plan in Customizing for Basis. In the Implementation Guide, choose Basis Components ® Business Management ® SAP Business Workflow ® Edit organizational plan.
Change customer contract in the background: Set time span
If a temporary error occurs when you change the contract (for example, the lower-level contract is blocked), the system will try to change the master contract again in the background at a later point. You can define the time span at which this occurs in Customizing.
You can define the time span in Customizing for Workflows (Basis Components ® SAP Business Workflow ® Basic Settings (System, SAP Business Workflow) ® Activate automatic monitoring of incorrect work items).