Gain Experience with SAP S/4HANA Logistics Unit 1

Gain Experience with SAP S/4HANA – Logistics

Unit 1: Introduction to the Course and Our SAP

Cloud Appliance Library Solutions

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Introduction to the course and our SAP Cloud Appliance Library solutions

Question 1

“Which topics will be covered

during this course?”



Course introduction | Overview





Unit 1




Sales rebates through Settlement Management

Unit 2




Preliminary billing documents

Unit 3




Production planning with demand simulation and finite scheduling

Unit 4




Managing production and quality operations with transparency

Unit 5




Leveraging the outbound process using Extended Warehouse Management

Unit 6




Simple carrier selection with SAP Transportation Management

Unit 7




Flexible workflow – configuration options

Unit 8




Flexible workflow – demo

Unit 9




1. Introduction to the course and our SAP

Cloud Appliance Library solutions

2. Sales rebates through Settlement

Management

3. Preliminary billing documents

4. Production planning with demand

simulation and finite scheduling

5. Managing production and quality

operations with transparency

6. Leveraging the outbound process using

Extended Warehouse Management

7. Simple carrier selection with

SAP Transportation Management

8. Flexible workflow – configuration options

9. Flexible workflow – demo



Question 2

“How do you use the SAP

Cloud Appliance Library

solution?”



General guidance

1. You have the option to trial the processes and

configuration in a dedicated system to get first

hands-on experience.

2. While hands-on experience is important for a

consultant, it is not required to pass final exam of

this openSAP course and get a record of

achievement.

3. Please ensure you have enough time to focus on

the units, answer the questions, and do the course

assignment to pass this openSAP course.



System information

You can revisit the content shown in the units in your dedicated

SAP S/4HANA system.

The free trial license is valid for 30 days.

You will need an account with one of the cloud providers

supported by SAP CAL – Amazon Web Services (AWS),

Google Cloud Platform (GCP), and Microsoft Azure (MS Azure).

This comes at a cost as per your cloud provider’s contract

terms.

The latest information is available on the webpages of the course!



General documentation to access a CAL system & cost management

You will find PDF documentation about the processes shown in

the download area of the course.

If you do not have a cloud provider account, you will need to

create one to be able to run through the exercises.

Very important: make sure you understand how to manage the

cost. For example, shut down the system when not in use.

Otherwise, your end-of-month bill might be very high.




Information about CAL and link to the system

The foundation of this CAL system is the SAP S/4HANA 2020

Feature Package Stack 01 Fully-Activated Appliance.

We have extended this CAL with the processes shown in the

units of this course.

You will find general information about all processes and setups in

the standard blog about the Fully-Activated Appliance.




System demo

System demoAccessing SAP CAL and creating your own instance




Non-supported CAL activities / Information for SAP-internal course participants

We prepared some additional material to help you run through the

processes on your own.

Please note that we can only provide support for topics shown

in our units. We are not able to provide support for customer-

specific issues or systems.




Key takeaways

▪ You should have a good overview of the content of

this course

▪ You should be aware of how to use the SAP Cloud

Appliance Library solution

▪ Enjoy the course!

Thank you.

Contact information:

[email protected]

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Unit 2: Sales Rebates Through Settlement

Management



Question 1

“What is Settlement

Management and why do

you need to switch from

classic SD rebates?”



New holistic solution for rebate management

SD rebate processing is no longer supported in SAP S/4HANA. The successor to SD rebate processing

is condition contract management in Settlement Management:

Settlement Calendar

Business Volume

Selection Criteria |

Condition Records

Detail Statement

Settlement Information

Document Collection

Output | FI/CO

Messaging

SETTLEMENT

DOCUMENTS

CONDITION

CONTRACT

CUSTOMIZATION

DATA SOURCE

Split Criteria on Header and Item | Condition and Scale Base

Business Volume Table | Transfer Rules for Document Creation

Sales Orders | Purchase Orders | Deliveries | Invoices | Goods Movements

Settlement Management Documents | External Systems | POS Data

Business Volume Determination | Calculation via Pricing

Settlement Document Creation

SETTLEMENT PROGRAM



Why do we need to switch from “classic” SD rebates (1/2)?

With a traditional ERP system:

▪ Rebate indexes are very large

▪ Need to rebuild index in case of

changes

▪ Inflexible business volume

determination

▪ Rebate data is locked

throughout the organization

when rebuilding

▪ Large data volumes affect

system performance

Traditional ERP system

VBRPVBRK VBPA

Billing documents Customizing

TVKOTVFK TVTA T683S

Customer

master

KNVV

Pricing

prepare

Write

Rebate index

VBOX

(up to 2TB)

Read

Re-pricing

(pricing type “I”)

Determination

of billing

documents

Retroactive rebate

determination

(SDBONT06)

Billing



Why do we need to switch from “classic” SD rebates (2/2)?

With SAP S/4HANA:

▪ Significantly enhanced

functionality (Settlement

Management)

▪ Common functionality for

SAP S/4HANA Sales and

Procurement

▪ More flexibility: no need to rebuild

the rebate index in case of

changes or retroactive update

▪ Significantly reduced data footprint

and memory

▪ No performance reduction in sales

processes

▪ Traditional VBO1 rebates are no

longer available* in SAP S/4HANA

Reporting on

demandCondition contract

Business volume base

Conditions

Settlement program

Business volume determination

(condition/scale basis)

Settlement document

Calculation (pricing)

Business volume

database/views**

▪ Sales order

▪ Purchase order

▪ Point-of-sale data

▪ Goods movements

▪ Deliveries

▪ Invoices (SD and MM)

▪ Agency documents

▪ External systems

Data sources

(Customizing)

Financial accounting/controlling

Messaging

Others (for example, output)

Settlement doc,

detail statement

Settlement document

**Data source – for example, database views

(VBRK, VBRP, EKKO, EKPO, or similar) or

business warehouse.

*SAP TPM landscapes are allowed to use

classic rebates with some restrictions

With SAP S/4HANA



Question 2

“How do you create a

condition contract for sales

rebates?”



Question 2 – How do we create a condition contract?

▪ Use the “Monitor Condition Contracts”

SAP Fiori app or transaction WCOCO to

create, change, or display a condition

contract.

▪ Mandatory data for a condition contract:

− Contract type

− Validity period

− Sales area

− Business volume criteria

(e.g. customers, materials etc.)

− Settlement calendar with settlement dates

− Rebate conditions

▪ Release condition contract in the app



Question 3

“Which condition contract types

and settlement date types are

available?”



Question 3 – contract and settlement date types

▪ The condition contract type specifies the rebate scenario of a rebate agreement

− Single customer sales rebate – contract for single customer

− Multiple customer sales rebate – multiple customers in business volume

− Two-step rebates – ability to aggregate figures from several condition contracts

− Goods-related rebates – taxes are calculated based on material items in a

reference document

▪ The settlement date type in the settlement calendar of the condition contract

allows to specify intermediate steps in the settlement process:

− Partial settlement – provisional settlement of a specific time period in the entire

duration of a condition contract (“partial payment”)

− Final settlement – final permanent settlement of a specific time period in the

entire duration of a condition contract. (“to draw the line”)

− Delta settlement – subsequent corrections or late postings to be considered for

referenced final settlement

− Delta accruals settlement – accruals of rebate amounts on special G/L

accounts. AR figures are not affected



Question 4

“How do you run settlement

for condition contracts?”



Question 4 – How do we run condition contract settlement?

▪ Condition contract settlement can be

run manually or scheduled in the

background

▪ Optional: check calculated business

volume of the condition contract(s)

▪ SAP Fiori “Settle Condition Contracts”

tile or GUI transaction WB2R_SC

− Specify document criteria on the

selection screen

− Specify Run control options

(logs, update type)

− Execute settlement program

− Check the logs

▪ Check generated settlement

documents and G/L postings



Question 5

“Which reporting capabilities

are available in the standard

system for condition

contracts?”



Question 5 – basic reporting capabilities for condition contracts

▪ Monitor customer condition contracts

▪ Display business volume

▪ Monitor settlement documents

▪ Flexible reporting on condition contracts



System demo

System demoCondition contract creation, settlement, and reporting



Key takeaways

▪ “Classic” SD rebate processing is no longer

supported in SAP S/4HANA (exception: scenarios

involving SAP Trade Promotion Management)

▪ The successor to SD rebate processing is condition

contract management in Settlement Management

▪ Condition contract management provides a central

standardized solution for the administration of supplier

and customer rebates

▪ The concept of a condition contract can already be

implemented in ERP by activating the relevant business

functions

▪ The functionality is very flexible and can be used in

innovative ways. However, it requires investing some

time to familiarize yourself with the solution.

▪ Purchasing rebates management is similar to sales

rebates. Only contract types and source documents differ.

Thank you.


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Unit 3: Preliminary Billing Documents



Question 1

What is a preliminary billing

document and what can you

use it for?



Definition

External Use Internal Use

OK

Customer

provides

feedback

Customer

reviews PBD

Supplier makes

changes based

on feedback

Supplier

provides PBD

for customer

review

Both parties agree

on final form of

billing doucment

Billing document

based on PBD is

created, posted, and

sent to customer

Customer

receives service

A preliminary billing document (PBD):

▪ is an optional intermediary document between

the billed reference document and the final

billing document

▪ is intended purely for negotiation purposes

(align on details e.g. prices, payment terms with

the customer)

▪ is structured identically to regular billing documents

▪ is relevant for output, but not for posting to financial

accounting

▪ incorporates changes before creating the final

billing document

▪ can be used for internal review and approval for

critical invoices before they are sent to the

customer

Billing Index

(Billing Due List)

Billing Document

(Customer Invoice)

Preliminary Billing

Document



Question 2

What are the prerequisites

for using the function?



Prerequisites

To use the functionality it is necessary to maintain a new number range

prefix and a new interval for the number range object RV_BELEG.

SAP Note 2921988

The function is available as of SAP S/4HANA 2020.

To set up approval workflows for preliminary billing documents, some

settings in different parts of the system are necessary.

How to Set Up Approval Workflows for Preliminary Billing Documents

To enable preliminary billing documents, the business function

SD_BIL_PRELIMBILLINGDOC must be activated.

https://launchpad.support.sap.com/#/notes/2921988

https://help.sap.com/viewer/7b24a64d9d0941bda1afa753263d9e39/2020.000/en-US/9ac694bfc146447190e32f5fce12cb75.html



Question 3

How can you create and

handle preliminary billing

documents?



Functions

Create PBD

▪ From billing due list items displayed in the app

▪ Settings creation of PBDs possible (e.g. billing type, billing date, separate PBD for each item)

Change PBD

▪ Change certain attributes of PBD (e.g. price, texts, billing date, payment terms).

▪ Add billing items from documents in the billing due list (matching header data provided, split

criteria will be considered)

▪ Add/remove attachments

▪ Print preview

Manage PBD

▪ Reject PBD

▪ Finalize PBD



System demo

System demoHow to create and handle preliminary billing documents




Key takeaways

▪ Preliminary billing documents are optional documents for

negotiation purposes before the final billing document is

created.

▪ They are structured in exactly the same way as normal billing

documents.

▪ The functionality is available as of SAP S/4HANA 2020.

▪ Only some prerequisites are necessary to use the function.

▪ You can set up approval workflows for preliminary billing

documents.

Thank you.


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Unit 4: Production Planning with Demand

Simulation and Finite Scheduling



Question 1

How do you manage

production planning from

future demand scenarios to a

feasible resource schedule in

SAP S/4HANA?



Process overview

Forecast and Customer

Requirements

▪ Planned independent requirements

(forecast), which can be assigned to

active or inactive scenarios

▪ Customer requirements (sales

orders, schedule lines)

▪ All requirements relevant to MRP

are considered by MRP and

embedded PP/DS.

Requirements

Management

Create / Adjust

Procurement Proposals

▪ Check material availability and create

planned orders or purchase

requisitions in case of material

shortage

▪ Flexible selection criteria including

stock transfers

▪ Monitoring of the stock/requirement

situation

▪ MRP Live considers materials for

both SAP S/4HANA and Advanced

Planning

Material Requirements

Planning (MRP)

Detailed Scheduling

▪ Nearly all APO PP/DS functionalities

have been integrated into

SAP S/4HANA

▪ New functionalities in SAP S/4HANA

▪ Interactive and automatic planning

tools to create a feasible production

plan.

▪ Planning boards, optimizer and

heuristics are available.

▪ Special planning functionalities like

campaign planning, block planning,

tank planning …

Advanced Planning

(embedded PP/DS)

Simulation of Forecast

Scenarios

▪ Simulate and evaluate different

forecast scenarios considering

− Capacity constraints

− Flexible constraints on material

and supplier

− Delivery performance

▪ Adjust forecast and capacity in

simulation mode

▪ Multilevel across all BOM levels

▪ Release scenario to productive

environment

Predictive MRP



Question 2

How can SAP S/4HANA

support you to identify potential

capacity and

component issues for future

demand scenarios and

evaluate possible solutions?



Predictive MRP – simulate and evaluate forecast scenarios

Mid and long-term

simulation

Simplified propagation

across all BOM levels

Clickable simulative KPIs

Issue lists

Solution proposals

Simulation for all levels

Simulative adjustment of

available capacities

PIR Update

MRP Live DDMRP



System demo

System demoSAP Fiori apps for predictive material and resource planning (pMRP)



Question 3

How does MRP Live ensure

material availability?


System analyzes the material flow of all materials in real time

and identifies:

» Use the MRP cockpit (on SAP Fiori)

» Monitoring of the stock/requirement situation to cover product

requirements

» Disruptions in the material flow and their impact

» Solution proposals for decision support

» Role-based KPI-driven entry

Performance improvement with SAP S/4HANA

» Based on traditional MRP concepts

» New MRP run algorithm, leveraging SAP HANA capabilities

for parallelization

» Scenario-dependent up to 10 times faster /

data storage reduction by 5 times


MRP Live: accelerated material requirements planning

MRP Live

MRP AnalysisMRP Run



Question 4

Which features are available

for detailed scheduling of

production resources in SAP

S/4HANA?



Advanced planning: production planning / detailed scheduling

PPDS

Detailed SchedulingProduction Planning

Analyze the current material and capacity situation based on

real-time information and comprehensive planning features in

PP/DS on SAP S/4HANA

Create a feasible production plan considering capacity load

and constraints.

Shelf Life

Bottlenecks

Material Availability

Network Transparency

Capacity Load

Lead Time

Setup Time /

Costs Priorities

Breakdown Backlog

Handling

Production Layout

Alternative Resources

Alternative Plants

Tank Resource

Optimization

Continuous Input /

Output

Campaign Planning

Block Planning



Opportunities / challenges valid in your organization?

Shelf Life

Bottlenecks

Material Availability

Network Transparency

Capacity Load

Lead Time

Setup Time /

Costs Priorities

Breakdown Backlog

Handling

Production Layout

Alternative Resources

Alternative Plants

Tank Resource Optimization

Continuous Input /

Output

Campaign Planning

Block Planning



System demo

System demoSAP Fiori apps for Production Planning and Detailed Scheduling



Key takeaways

▪ pMRP for a mid/long-term demand scenario simulation for

capacity, production, purchasing, and internal material flow

in production plants on detailed level across all levels.

▪ MRP Live to ensure material availability with automatic

creation of procurement proposals for purchasing and

production. Tools for monitoring the stock/requirement

situation.

▪ Production Planning and Detailed Scheduling (PP/DS) to

schedule and sequence orders considering constraints such

as resource and component availability, setup times,

priorities.

▪ Production Planning and Scheduling in one system:

SAP S/4HANA.

Thank you.


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Unit 5: Managing Production and Quality Operations

with Transparency



Production operations

Production planning







Question 1

How can SAP S/4HANA

monitor the progress of

production and measure

operational performance?



SAP Fiori apps for production operations

Measure Operations

Performance

▪ Out-of-the-box analytics for key

manufacturing figures

− Production execution duration

− Excess component consumption

− Operation scrap

− Material scrap

− Scrap reasons

▪ React quickly with necessary

operational adjustments

Manufacturing Analytics

Compare Plan / Actual

Production Cost

▪ Scope item 2QW provides the

foundation to prebuilt analytics

content using Core Data Services

(CDS)

▪ Custom Analytical Queries and

Query Browser apps leverage the

CDS views

▪ Compare between production cost of

planning and execution

▪ Covers plan costs, actual costs,

target costs, control costs, and

input/output variances

Analytics for

Production Costs

Control the Progress of

Production

▪ Monitor production orders or process

orders

▪ Check uncovered requirements

▪ Overview of the current status of

your materials, components, and

milestones

▪ Read master data with option to see

parallel sequencies

▪ Navigate to the respective Manage

Production Orders or Process Orders

app

Monitor and Manage

Production / Process Orders



System demo

System demoHow to monitor production orders using SAP Fiori apps



Question 2

What are the advantages of

using quality management in

SAP S/4HANA?


ChemicalsConsumer

ProductsHigh Tech Automotive Pharmaceuticals

QM with SAP S/4HANA can be applied as a laboratory information management system (LIMS) or as a

computer-aided quality assurance (CAQ) system

Machinery &

Construction

Advantages compared to separate CAQ/LIMS systems:

▪ High integration into other SAP business processes

▪ No redundant master data

▪ No interfaces

…


Quality management in SAP S/4HANA


Product Development Quality Improvement

Quality Assurance & Control

▪ Closed-loop inspection planning

▪ Failure Mode and Effects Analysis

(FMEA)

▪ Control plan

→ Avoid defects and issues right at

the beginning

Quality Analytics

▪ Evaluation of quality key figures

▪ Results history e.g. run chart

▪ Supplier evaluations

▪ Statistical process control (SPC)

→ Analyze data regarding product and

process quality for making the right

decisions based on quality KPIs

▪ Quality inspections

▪ Nonconformance management

▪ Audit management

▪ Test equipment management

→ Allows data capturing and monitoring;

helps to find nonconformities and react

to them right away

▪ Complaints & problem handling

▪ Quality notifications

→ Enables you to define and perform

corrective and preventive actions

How to ensure

quality?


Key capabilities of quality management in SAP S/4HANA


Quality

Inspection

▪ Quality Technician Overview

▪ Record Inspection Results

▪ Quality Engineer Overview

▪ Manage Usage Decisions

▪ Manage Defects

▪ Manage Quality Tasks

▪ Record Warehouse Defect

▪ Resolve Internal Problems

Nonconformance

Management

▪ Display Results History

▪ Nonconformance Analytics /

Detailed Analytics

▪ Inspection Lot Analytics /

Detailed Analytics

AnalyticsQuality

Planning

▪ Manage Inspection Plans

▪ Manage Quality Levels

▪ Manage Quality Info

Records in Procurement

All main processes in QM covered by modernized SAP Fiori UI, rich in embedded analytics


SAP Fiori in quality management



System demo

System demoPerforming a quality inspection process in SAP S/4HANA



Key takeaways

▪ There are SAP Fiori apps for production operations

to control the progress of production, measure

operations performance and prebuilt analytics to

compare plan/actual production cost

▪ All main processes in quality management in

SAP S/4HANA are covered by modernized

SAP Fiori UI, rich in embedded analytics

▪ Check the SAP Best Practices for SAP S/4HANA and

SAP Fiori apps reference library for a deeper

understanding about how these apps are integrated

in the process flows, their business benefits and key

features

Thank you.


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Unit 6: Leveraging the Outbound Process Using

Extended Warehouse Management



Question 1

What are the features available

in SAP Extended Warehouse

Management to support

outbound process?



Outbound process

Inbound Processing Storage and Operations Outbound Processing

▪ Outbound planning, including

route, wave, and bin planning

▪ Picking optimization, packing,

staging, and load managementBusiness Benefits

▪ Increase inventory accuracy and availability

▪ Reduce picking, shipping, and billing errors

▪ Raise customer service levels through high efficiency and accuracy

▪ Shorten order turnaround times

▪ Full visibility of warehouse operations



Features

Wave Release

Simulation

Preallocated Stocks

Packing Outbound

Deliveries

TM-EWM Integration

Cartonization Planning

Shipping Cockpit

Warehouse Robotics

Material Flow Systems Pick by Voice

Pick by Cart

Radio Frequency



Warehouse automation

ERP

SAP S/4HANA

Robotics

Platform

Connected

Devices

SAP EWM Warehouse

Automation

Hands-Free

Picking

SAP ME/MIIPick by Voice

Augmented

Reality

RF Integration


Process Warehouse Tasks

▪ One single app to confirm all kinds of

tasks

▪ Mass confirmation

▪ Process HU warehouse tasks

▪ Picking multiple orders with improved

picking accuracy

▪ Intuitive interface to reduce training effort

Pick by Cart

▪ Pack deliveries in the packing work center

▪ Easy, intuitive, fast packing of picked

products into a shipping HU

Pack Outbound Deliveries


Using SAP Fiori



System demo

System demoHow to perform complex outbound processes using SAP Fiori apps



Key takeaways

▪ Improve customer service

▪ Improve productivity and accuracy of operation and

inventories

▪ Process flexibility and ability to handle large volumes

▪ Reduced order cycle times

▪ Flexibility and scalability

Thank you.


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Unit 7: Simple Carrier Selection with

SAP Transportation Management



Question 1

What is carrier selection

in SAP Transportation

Management?



Process overview

Order

Management

Planning

Execution &

Subcontracting

Charges &

Settlement

SAP S/4HANA Core

Sales Order /

Purchase OrderDelivery

Forwarding

Quotation

Forwarding

Order

Freight Unit Building

Freight Unit

Planning

Capacities

Transportation

Network

Freight Order /

Freight BookingSubcontracting

Freight Settlement

Document

Forwarding

Settlement

Document

SAP S/4HANA

Core

Agreement

Calculation

Sheet

Rate Table

ScaleAccounting Document



Question 2

How does carrier selection

differ between Transportation

Management and Advanced

Transportation Management?



Carrier selection functionality

SAP S/4HANA Enterprise Management

Compatibility Scope

SAP S/4HANA code line

LE-TRA

SAP S/4HANA Supply Chain for

transportation management

Basic

Shipping

Advanced

Transportation

Management*

Transpor-

tation

Manage-

ment

Assign carrier to freight order

Automatic Manual Tendering

Create ranking list

Determine priority/costs/ internal costs

Check incompatibilities

Determine possible carriers

* Requires engine license

** Except tendering Transportation Management**

Optimizer-based

carrier selection

with Advanced

Transportation

Management*


Custom code required

▪ Custom process controller strategy using TM conditions

▪ BAdI for partner determination profile in freight order type

SAP S/4HANA standard

▪ TM default routes

▪ One carrier per freight order type via partner determination profile

▪ Pass carrier from delivery document to TM freight unit


Options for carrier selection in Transportation Management



Question 3

How can I do carrier selection

based on TM default routes?



Carrier selection based on default routes

Source

Location /

Transportation

Zone

Default Route

▪ Sequence of Stops

▪ Transportation

Mode

▪ Carrier

▪ …

▪ Define default route to be used for a given pair of

source/destination locations/transportation zones

Destination

Location /

Transportation

Zone



Carrier selection based on default routes

Locations

Default

Routes

Transportation

Zones

Freight Unit

Building Rule

Logistics

Integration Profile

TM Logistic

Integration for

Deliveries

Advice: Use transportation zones to reduce the number of default routes to

create/maintain.



System demo

System demoCarrier selection based on default routes



Key takeaways

▪ Simple carrier selection based on default routes

available with Transportation Management

▪ Some further options require custom enhancement

▪ Sophisticated carrier selection functionality available in

standard with Advanced Transportation Management

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Unit 8: Flexible Workflow – Configuration Options



Question 1

“What is flexible workflow?”



What is flexible workflow?

▪ New concept introduced in SAP S/4HANA with the objective to

simplify workflow configuration.

▪ Available for documents in sourcing and procurement, such as

purchase requisition, purchase order, request for quotation, etc.

▪ Based on a set of predefined workflow scenarios and tasks which

provides the functionality to define condition-based workflow for

different processes in sourcing and procurement.

▪ Relevant workflow items are made available in the SAP Fiori My

Inbox app for the approvers.

▪ Manage Workflows SAP Fiori apps are available for different

purchasing documents, and these apps allow the business

process specialist to set up workflows based on the business

requirement.

▪ In SAP ERP, release procedure and SAP Business Workflow

were used to accomplish this process.



Question 2

“How do you activate flexible

workflow?”



How do you activate flexible workflow?

Perform Workflow Customizing

Create Approvers

Optional: Manage Teams and Responsibilities

Optional: Transactions for Identifying Persons

Responsible for Accounting Objects

Optional: Define Custom Fields and Logic

Define Workflows for Purchase Requisitions

Optional: Workflow Content Translation

Optional: Maintain Email Templates



Question 3

“How do you add custom

preconditions to the workflow?”



How do you add custom preconditions to the workflow?

▪ Own rules for determination of approvers – Create an implementation for

the BAdI Determination of Workflow Agents for Purchasing

Documents (MMPUR_WORKFLOW_AGENTS_V2)

▪ Own preconditions – Create implementations for the following BAdIs:

Providing Additional Conditions for

Scenarios (SWF_WORKFLOW_CONDITION_DEF)

Value evaluation of additional conditions for

scenarios (SWF_WORKFLOW_CONDITION_EVAL)

▪ Own logic for restarting workflow – Create an implementation for the

BAdI Define Conditions to Restart Flexible

Workflow (MM_PUR_S4_PR_WFL_RESTART)

▪ Example: When you create a new flexible workflow with account assignment

category as a condition, it is possible to choose from: A, F, K and P.

But it is not possible to select "Q" or "X".

The standard workflow app only provides four (4) mentioned account

assignment categories as prerequisites.

From 1909, there are two BAdIs available, where you can add

preconditions.



Question 4

“Is it possible to retrigger a

workflow?”



Is it possible to retrigger a workflow?

▪ BAdI Define Conditions to Restart Flexible Workflow

▪ SAP Fiori Custom Fields and Logic app

▪ Go to Flexible Workflow customizing for Purchase

Requisition → Exception Handling section → Action

Results ‘Restart Workflow’. This way, the purchase

requisition can be changed.

▪ In case of ‘Cancel Workflow’, the purchase requisition

cannot be changed later. Note that it is not possible to

edit a rejected purchase requisition when flexible

workflow is active. The only action possible is to delete

such purchase requisitions and create new documents

for approval.



Question 5

“Does the existing release

strategy need to be changed?”



Does the existing release strategy need to be changed?

No, you don’t need to change the existing release

strategy, but you can change it to flexible workflow if you

want.

▪ Go to IMG → Materials Management → Purchasing →

Purchase Order → Release Procedure for Purchase Orders

→ Activate Flexible Workflow for Purchase Orders

▪ Activate the document type for which you want to have

flexible workflow.

▪ Based on document type:

− e.g. “NB” activate flexible workflow, “UB” remains with

classic workflow



Key takeaways

▪ Business process specialists can set up workflow themselves

▪ SAP Fiori My Inbox app for overview of all pending approvals

▪ Custom preconditions can be added to support business

requirements

▪ SAP process to synchronize and proactively deliver work:

− In the right sequence (workflow steps)

− At the right time (deadline)

− To the right people (agents)

− With the right information

− With minimum effort

− Without compromising compliance

Thank you.


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Unit 9: Flexible Workflow – Demo



Question 1

“What does flexible workflow

look like in the system?”



Demo overview

▪ Activating and triggering workflow on purchase

requisition

▪ Restart flexible workflow

▪ Adding custom preconditions to flexible workflow

▪ Switch PO from release strategy to workflow



System demo

System demoActivating and triggering workflow on purchase

requisition



System demo

System demoRestart flexible workflow



System demo

System demoAdding custom preconditions to flexible workflow



System demo

System demoSwitch PO from release strategy to workflow



Key takeaways

▪ Simplified workflow configuration

▪ Improvement of the user interface with the adoption

of SAP Fiori in SAP S/4HANA

Thank you.


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