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SAP Sourcing requires that a user account be set up as a process owner. This process owner will automatically execute the workflow actions on sourcing documents. If there is no process owner assigned to a context, the document owner will be used as the process owner. For details on creating a process owner, see Creating a workflow process owner.

One and only one process owner must be created per context. Once you create the process owner, you must associate it with its context. For details, see Associating a workflow process owner with a context.

Field Help for Workflow Process Owner Page

Field

Description

Inactive

Select this checkbox to indicate that this workflow process owner association is inactive and unavailable for use.

Process Owner

Choose Lookup to select the process owner to associate with a context. This is a required field.

Context

Choose Lookup to select the context for the process owner. This is a required field.
Creating a Workflow Process Owner

SAP Sourcing requires that a user account be set up as a process owner. This will enable the scripting in the workflow process template to function. One and only one process owner must be created per context. Once you create the process owner, you must associate it with its context.

Best practices for creating a process owner are as follows:

  • The user account should not have login enabled.

  • The account should be granted all permissions for all the sourcing documents that will be used during the workflow (that is, any documents referenced by the scripts in the process template).

You must be a system administrator to create a process owner account.

To create a process owner:

  1. Navigate to   Setup   System Administration   Accounts and Security   Buy-Side User Accounts   .

  2. On the User Account page, choose Create.

  3. Fill in fields as follows:

    • On the Account Properties tab, fill in the First Name and Last Name fields with values that indicate that this is a process owner account. For example, you might enter your company context name in the First Name field and "Workflow Process Owner" in the Last Name field. Fill in other fields on this tab as needed. For details, see Field Help for User Account: Account Properties Page.

    • On the Account Management tab, deselect the Send Notification checkbox and then deselect the Enable User to Login checkbox. (Because the process owner is not a real user, this account should not be enabled for login.) Fill in other fields on this tab as needed. For details, see Field Help for User Account: Account Management Page.

    • On the Security tab, under Security Profiles, select Buyer Manager. Fill in other fields on this tab as needed. For details, see Field Help for User Account: Security Page.

  4. Save your changes.

Associating a Workflow Process Owner with a Context

To associate a workflow process owner with a context:

  1. Navigate to   Setup   System Setup   Workflow   Workflow Process Owners   .

  2. On the Workflow Process Owner page, choose Create.

  3. On the Creating: Workflow Process Owner page, fill in the fields. For details, see Workflow Definitions.

  4. Save your entries.