Executing Workflow for Payment Items
Use
You can use the SAP Business Workflow to
edit payment items
release payment items
Prerequisites
In the Implementation Guide (IMG) you must have assigned the tasks
Edit or release payment items
to your employees by choosing
Account management → Business workflow
and you must have activated event linkage.
Procedure
In the SAP menu choose
Office → Inbox
.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 item, this item 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 item has one of the following statuses:
In post processing
Principle of dual control
Those items that require editing in a certain way arrive automatically in your inbox.
Once you have edited them, the items receive a new status (T2).
If the items 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 items 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 item, this item 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 item has one of the following statuses:
In post processing
Principle of dual control
Those items that require editing in a certain way arrive automatically in your inbox.
Once you have edited them, the items receive a new status (T2).
If the items 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 items have one of the following statuses, editing is either completed or must be done manually.
Posted
Deleted