Budget Posting Approval
You use an approval process to control changing fund budget values.
You must approve budget posting transactions, so that the system
can process them in funds management. For example, you create a budget update
of EUR 10,000. You must change the status to Approved
before
the system creates a fund posting that updates the fund checkbook.
You determine the transaction types that need an approval process in Customizing. You can approve budget postings by changing the status directly on the page, or you can use the multi-stage approval process that requires approval from an authorized user.
Prerequisites
You have performed the following tasks:
Indicated that the budget posting transaction type uses the multi-stage approval process in Customizing for
Customer Relationship Management
under
Transactions
Basic Settings
Define Transaction Types
and
selected the Multi-Stage Approval
checkbox in theCustomizing header
Made standard workflow settings in Customizing for
Customer Relationship Management
under Funds Management
Workflow Settings
Maintain Standard Settings for SAP Business Workflow
Assigned the workflow processors for budget postings in Customizing for
Customer Relationship Management
under Funds Management
Workflow Settings
Implement Workflow Assignment for Funds Management
Defined an approver group and identified the approval threshold amount that the user can approve in Customizing for
Customer Relationship Management
under Funds Management
Approvals
Define Approver Groups and Thresholds
Included the approver group name in the
Attributes
assignment block for theMarketing
scenario in CRM WebClient UI by choosing Master Data
Organization Model
Features
You can include additional checks on the approval process by implementing BAdI:
Approval Procedure Definition
in Customizing for Customer
Relationship Management
under Funds
Management
Approvals
Business
Add-Ins
.
Activities
If you have authorization to approve budget postings, you create a budget posting and set the status to
Approved
.A fund posting is created to record the change to the fund.
If you do not have authorization to approve budget postings, you set the status to
To Be Approved
.The system creates a workflow item and sends it to the authorized person identified in Customizing. This person approves the budget posting and then the fund posting is created to record the change to the fund.