How To Guide Workflow BCS Lars Lobe SAP

How To Guide – Workflow BCS Lars Lobe SAP AG

Overview n. Way of working n. Automatic Workflow Customizing n. Type Linkage n. Activation of Workflow for BCS n. Role Definition n. Trouble-shooting ã SAP AG 2003, Title of Presentation, Speaker Name / 2

Automatic Workflow Customizing n. Execution: u The user has to belong to user group for authorization check ‘SUPER’ (to maintain in transaction ‘User Maintenance’; tcode SU 01) n. Transaction SWU 3 Press ‘Perform Automatic Workflow Customizing’ ã SAP AG 2003, Title of Presentation, Speaker Name / 3

Type Linkage I n. Transaction Workflow Builder Transaction code: SWDD n. Workflow template WS 12300025 n Workflow template WS 1230026 Press Basic Data ã SAP AG 2003, Title of Presentation, Speaker Name / 4

Type Linkage II Press these Press icon this Icon ã SAP AG 2003, Title of Presentation, Speaker Name / 5

Type Linkage III Task is active ã SAP AG 2003, Title of Presentation, Speaker Name / 6

Maintain Tasks I n. Assigning agents to the tasks n TS 12300025 FMBCS: Decision about Budget n TS 12300027 FMBCS: Create a pre-posted document n TS 12300029 Decision to create a new doc with ref n Use Transaction PFTC to add the correct agents. ã SAP AG 2003, Title of Presentation, Speaker Name / 7

Maintain Task I Press Display Icon ã SAP AG 2003, Title of Presentation, Speaker Name / 8

Maintain Tasks II n. Choose ‘Additional Data->Agent assignment->Maintain’ ã SAP AG 2003, Title of Presentation, Speaker Name / 9

Maintain Agents Choose ‘Create agent assignment…’ and assign all responsible users, org-units… to this task ã SAP AG 2003, Title of Presentation, Speaker Name / 10

Role Definition – Accounting III n. Maintenance of role definition for accounting in customizing for Public Sector Management ã SAP AG 2003, Title of Presentation, Speaker Name / 11

Role Definition – Accounting IV n. Five steps to create the FM-Role Definition n The document classes are predefined u BCSBU – BCS u BUDGT – FBS n Assignment of document category to document class is predefined 910 – BCSBU u 900 – BUDGT u n Definition of FM account assignment groups n Definition of FM amount groups n Defining the FM role definition ã SAP AG 2003, Title of Presentation, Speaker Name / 12

Role Definition – Accounting V n. Definition of FM Document Classes ã SAP AG 2003, Title of Presentation, Speaker Name / 13

Role Definition – Accounting VI Assign FM Document Category to the Document Class ã SAP AG 2003, Title of Presentation, Speaker Name / 14

Role Definition – Accounting VII Assign Groups for FM roles ã SAP AG 2003, Title of Presentation, Speaker Name / 15

Role Definition – Accounting VIII n. Definition of FM amount groups ã SAP AG 2003, Title of Presentation, Speaker Name / 16

Role Definition – Accounting VX n. Defining the FM role definition ã SAP AG 2003, Title of Presentation, Speaker Name / 17

Role Definition – Accounting X n Assigning an org unit, a job or a position to the FM account assignments ã SAP AG 2003, Title of Presentation, Speaker Name / 18

Result I After doing all these settings and creating preposted documents, items should appear in the workflow inbox. Transaction Business Workflow; tcode SBWP ã SAP AG 2003, Title of Presentation, Speaker Name / 19

Trouble Shooting I n. Events n Check, whether events are created correctly and an receiver was maintained correctly in the type linkage ã u Switch the event trace on/off: tcode SWELS u Display the event trace: tcode SWEL SAP AG 2003, Title of Presentation, Speaker Name / 20

Trouble Shooting II n. Workflow Log n Displaying the workflow log to analyse other workflow errors: Transaction Work Item Selection; tcode SWI 1 ã SAP AG 2003, Title of Presentation, Speaker Name / 21