14
Gain Experience with SAP S/4HANA Logistics Unit 8: Flexible Workflow Configuration Options

Gain Experience with SAP S/4HANA Logistics Unit 8

  • Upload
    others

  • View
    7

  • Download
    0

Embed Size (px)

Citation preview

Gain Experience with SAP S/4HANA – Logistics

Unit 8: Flexible Workflow – Configuration Options

2PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Flexible workflow – configuration options

Question 1

“What is flexible workflow?”

3PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Flexible workflow – configuration options

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.

4PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Flexible workflow – configuration options

Question 2

“How do you activate flexible

workflow?”

5PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Flexible workflow – configuration options

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

6PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Flexible workflow – configuration options

Question 3

“How do you add custom

preconditions to the workflow?”

7PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Flexible workflow – configuration options

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.

8PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Flexible workflow – configuration options

Question 4

“Is it possible to retrigger a

workflow?”

9PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Flexible workflow – configuration options

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.

10PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Flexible workflow – configuration options

Question 5

“Does the existing release

strategy need to be changed?”

11PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Flexible workflow – configuration options

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

12PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Flexible workflow – configuration options

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.

Contact information:

[email protected]

© 2021 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of

SAP SE or an SAP affiliate company.

The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its

distributors contain proprietary software components of other software vendors. National product specifications may vary.

These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or

warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.

The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty

statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional

warranty.

In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or

any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,

and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and

functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason

without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or

functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ

materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they

should not be relied upon in making purchasing decisions.

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered

trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names

mentioned are the trademarks of their respective companies.

See www.sap.com/trademark for additional trademark information and notices.

www.sap.com/contactsap

Follow all of SAP