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SAP Sourcing workflow provides the ability to enforce compliance in the management of critical sourcing processes, such as document approvals, project development and financial sign-offs. Workflow ensures consistency in process execution by automating the steps that you designate as critical.

Currently, workflow is enabled for two types of documents: projects and contract documents. The document type controls the workflow associated with the document.

Below is a quick reference list of tasks associated with workflow in a sourcing document.

Activities

Create a Document Using a Workflow Document Type

Create a project or contract document based on a document type that is associated with a phase configuration. This will enable the workflow process in the phase configuration to be applied to that document.

Set up Document Approvers

For a document with an approval workflow, add collaborators and assign them the Approver role (unless this is done programmatically by the workflow process template). For details on adding approvers and approver rules, see Adding an approver to a sourcing document.

If there are no approvers assigned when the document phase is changed to a phase associated with an approval workflow, and the workflow process template script does not assign approvers, the document is automatically approved.

Approve or Reject the Document

When a document has advanced to a phase with an approval workflow definition, the document is locked to all users except the designated approver or approvers. An approver must approve or reject the document before it becomes editable to other users.

You can approve or reject the document from the document toolbar or from the My Workflow Activities channel of the Workbench.

View Phase History

For any project or contract document with associated phases, you can view a page of phase information. If any phase is associated with a workflow, this page also lists all workflow-related activities.

For details, see Phases.

Review Workflow Information from the Workbench

Optionally, you can use the Workbench to view your current approvals and your workflow history in the My Workflow Activities channel.