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SAP Workflow Course Section 01-01: Workplace Inbox November, 2001

04 01 workplace inbox

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Page 1: 04 01 workplace inbox

SAP Workflow Course

Section 01-01: Workplace Inbox

November, 2001

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SAP Workflow Course – Section 04-01: Workplace Inbox 2

Business Workplace

Contents:

• Use of Business Workplace

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SAP Workflow Course – Section 04-01: Workplace Inbox 3

Business Workplace : Objectives

• At the conclusion of this section, you will be able to:

• Use the features and functionality of the Business Workplace for workflow activity and monitoring of work items

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SAP Workflow Course – Section 04-01: Workplace Inbox 4

Business Workplace: Business Scenario

• The end-user interface of a workflow is the worklist of the Business Workplace

• You must accommodate the different requirements from all users

• Therefore, you want to learn about Business Workplace handling

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SAP Workflow Course – Section 04-01: Workplace Inbox 5

Provides Communications for Routing

Workflow

Send workitems to

responsiblepersons

Application

ChangeCustomer

Master

Changedocument

SD-Clerk

Prod. ManagerCredit-clerkSales Rep.

Change Productionplan

Change Productionplan

Adjust Creditlimit

Arrangevisit

Entry in each Business Workplace

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SAP Workflow Course – Section 04-01: Workplace Inbox 6

Automaticgrouping

Your logo and text

Tips/Tricks

Relatedobjects

Task description

Overviewtree

Worklist

Work itempreview

Work item text

Special work items

Business Workplace in R/3

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SAP Workflow Course – Section 04-01: Workplace Inbox 7

Execute

Forward ResubmitReplaceReserveDisplay

attachmentDisplay

Createattachment

Business Workplace - Worklist

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SAP Workflow Course – Section 04-01: Workplace Inbox 8

Processing work itemsProcessing work items- - displaydisplay- forward- forward- replace- replace- execute- execute- set to ‘done’- set to ‘done’- change deadlines- change deadlines- change priority- change priority- create attachment- create attachment- reserve- reserve- resubmit- resubmit

Processing work itemsProcessing work items- - displaydisplay- forward- forward- replace- replace- execute- execute- set to ‘done’- set to ‘done’- change deadlines- change deadlines- change priority- change priority- create attachment- create attachment- reserve- reserve- resubmit- resubmit

Individual configuration of displayed columns

Dynamic columns

Business Workplace - More Functions

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SAP Workflow Course – Section 04-01: Workplace Inbox 9Description is not formatted

Technical info can be seen

Technical Work Item Display

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SAP Workflow Course – Section 04-01: Workplace Inbox 10

Work Item Display

Description is formatted

Attachments appear immediately and can be viewed by clicking

No technical details can be seen

Attractive appearance and clearstructure improve acceptancefrom users

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SAP Workflow Course – Section 04-01: Workplace Inbox 11

Work item functions

• execute• reserve/replace• set to ‘done’• forward• resubmit• deadline• attachments• reject

Collect all informationand activities in theenvironment of a work item

Further functions Work item descriptionFurther information

Object list Object list

Activity list

• agent• display history

• container info• step log

• technical data

• deadlines• forwarder• priority

• attachments• status

further objects;• add• display• delete from list

• add• execute• set to ‘done’• delete

Inbox: Extended Work Item Display

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SAP Workflow Course – Section 04-01: Workplace Inbox 12

Graphic workflow log

Workflow log

Detailssection

Chronological viewof the process

Details for each step

Green line showsprocess progress

Shows all recipients,possible and excludedagents

Workflow Log

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SAP Workflow Course – Section 04-01: Workplace Inbox 13

Processedworkflows

Status ofSteps

Objectsinvolved

Quick and easy overview of processes involved

Status of tasks at a glance

Improved ability to answer customer inquiries

Flows you started

Work items you’ve

executed

Work items you’ve

forwarded Currentagent

Workflow Outbox for Status Tracking

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SAP Workflow Course – Section 04-01: Workplace Inbox 14

SAP GUI for Windows

SAP GUI for HTML SAP GUI for Java

MAPI client

Views - Inbox

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SAP Workflow Course – Section 04-01: Workplace Inbox 15

Business Workplace: Summary

• The end-user interface of a workflow is the Business Workplace

• Different configurations can be defined by the user

• Different User Interface Alternatives (SAPGui for HTML, SAPGui for Windows, SAPGui for Java, MAPI clients)

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SAP Workflow Course

PwC ConsultingTM refers to the management consulting services businesses of the member firms of the worldwide PricewaterhouseCoopers organisation.

2001 PricewaterhouseCoopers. All rights reserved.