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 Executing Workflow for Payment Orders

Use

You can use the SAP Business Workflow to

  • edit payment orders

  • release payment orders

Prerequisites

In the Implementation Guide (IMG) you must have assigned the tasks Edit or release payment orders to your employees by choosing Account management → Business workflow and you must have activated event linkage.

Procedure

  1. In the SAP menu choose Office → Inbox .

  2. Choose the pushbutton Workflow.

Result

All tasks to which you were assigned as editor in the Implementation Guide (IMG) are in your inbox and can be edited.

  Background

Process flow

Once an employee has entered a payment order, this order has a certain status.

  • If the status at this time is (T1) "posted", further processing can only be done manually.

  • The process can be depicted by means of the workflow if the order has one of the following statuses:

    • In post processing

    • Principle of dual control

  • Those payment orders that require editing in a certain way arrive automatically in your inbox.

  • Once you have edited payment orders, they receive a new status (T2).

  • If the payment orders have one of the following statuses, the process starts again at the beginning, meaning they can be changed, deleted, posted or released.

    • In post processing

    • Principle of dual control

  • If the payment orders have one of the following statuses, editing is either completed or must be done manually.

    • Posted

    • Deleted

Background

Process flow

Once an employee has entered a payment order, this order has a certain status.

  • If the status at this time is (T1) "posted", further processing can only be done manually.

  • The process can be depicted by means of the workflow if the order has one of the following statuses:

    • In post processing

    • Principle of dual control

  • Those payment orders that require editing in a certain way arrive automatically in your inbox.

  • Once you have edited payment orders, they receive a new status (T2).

  • If the payment orders have one of the following statuses, the process starts again at the beginning, meaning they can be changed, deleted, posted or released.

    • In post processing

    • Principle of dual control

  • If the payment orders have one of the following statuses, editing is either completed or must be done manually.

    • Posted

    • Deleted