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Process documentationWorkflow for Approving Quotations

 

This workflow scenario supports your enterprise processes for quotation processing.

The workflow Releasing Quotations is then set when a person responsible for releasing quotations needs to approve the quotations created.

Prerequisites

  • The type linkage for the result ToBeReleased for the workflow WS10000279 is deactivated by default and has to be activated again in Customizing if you wish to start the workflow template. The workflow task processors must also be maintained. In Customizing for Start of the navigation path Customer Relationship Management, choose Next navigation step Basic Functions Next navigation step SAP Business Workflow Next navigation step Perform Task-Specific Customizing End of the navigation path.

  • The results Released and Completed used in the template are generated via status management. The assignment between application status and result must also be modified for the customer status profile.

  • The workflow start result ToBeReleased can either be triggered via status management or via actions in the quotation. If you want the result to be triggered via status management, the assignment between the status change and the result ToBeReleased must be maintained. For more information, see Creation of Events Upon Status Changes. If you want the result to be triggered via an action in the quotation, an action must be defined that calls the method 10_Event_Create. The method must be provided with the import parameter event (value ToBeReleased). (See also: Actions in the CRM Online System. For more information about actions, see the Implementation Guide under Start of the navigation path Customer Relationship Management Next navigation step Basic Functions Next navigation step Actions End of the navigation path . You can make the necessary settings here.)

Process

This workflow controls the release of quotations. If a quotation is saved in the application status For Release, the supervisor is required to release the quotation. If the release is rejected, the quotation must be changed or rejected. If the quotation is released, it can be processed further.

Technical Implementation

The following information is of a technical nature. You need this information if the implementation details are relevant to you, or if you wish to make your own enhancements.

Workflow Template

The actual procedure is implemented in the workflow template WS10000279 (CRM_O_Rele)

Triggering events for the workflow template

The event ToBeReleased is entered for the object category BUS2000115 (sales transaction CRM) as a triggering event.

Object Types
  • BUS2000115 (sales transaction CRM)

Rule

The standard rule 00000168 Manager US is used to determine the supervisor.