Workflow Configuration

We have implemented the 2-level approval workflow WS61200016 as standard. You can review the configuration of the standard workflow in transaction SWDD (Workflow Builder).

We have added an action to the standard Post Processing Framework (PPF) profile for dispute cases in freight settlement. We have used the settings in the following table to specify the standard workflow in the PPF profile:

You can review these settings in Customizing for Cross Application Components under  Processes and Tools for Enterprise Applications Reusable Objects and Functions for BOPF Environment PPF Adapter for Output Management Maintain PPF Settings .

If you enable the approval workflow in a settlement profile, the system triggers the workflow when a dispute case is created in either the self-billing or invoice submission processes. For more information, see Customizing for Transportation Management under  Settlement Define Settlement Profile .

You can implement your own approval workflow. To do this you must create a workflow configuration to suit your business needs in transaction SWDD, and specify the workflow in the Workflow processing type, under the /SCMTMS/FDI_WFL action definition.

User and Role Specification

The system uses the role and the user assigned to the role to determine the approver for a work item. You specify the user in the purchasing organization of the freight order. For more information, see Assigning Employees to Organizational Units. You specify the role in Customizing for Transportation Management under  Settlement Define Settlement Profile Define Approval Levels and Roles for Workflow . For more information, see Prerequisites for Dispute Management under  Dispute Management Settings Approval levels and workflow .

The system uses the approval level of the work item and the role assigned to the user to assign a work item to an approver.

For example, you assign employees John Brown and Josephine Green to a purchasing organization in your company. You assign a role of settlement specialist for John Brown and a role of transportation manager for Josephine Green in transaction PFCG (Role Maintenance). In the Define Approval Levels and Roles for Workflow activity, you specify approval level 1 for the settlement specialist role and approval level 2 for the transportation manager role. You enable the settlement profile for the approval workflow.

When the system creates a dispute case for freight orders in the purchasing organization, it first sends a work item for the dispute case to John Brown. When he finishes with the work item, the system then sends the work item to Josephine Green. If you assign more than one user to the same role, the system sends the work item to all the users assigned to the role. However, the system moves the workflow on to the next stage if just one of the users takes action on the work item.