how to guide - workflow
TRANSCRIPT
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Lars LobeSAP AG
How To Guide – Workflow BCS
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Overview
Way of working
Automatic Workflow Customizing
Type Linkage
Activation of Workflow for BCS
Role Definition
Trouble-shooting
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Automatic Workflow Customizing
Execution: The user has to belong to user group for authorization check ‘SUPER’
(to maintain in transaction ‘User Maintenance’; tcode SU01)
Transaction SWU3
Press ‘Perform Automatic Workflow Customizing’
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Type Linkage I
Transaction Workflow Builder Transaction code: SWDD
Workflow template WS12300025
Workflow template WS1230026
Press Basic Data
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Type Linkage II
Press these iconPress this Icon
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Type Linkage III
Task is active
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Maintain Tasks I
Assigning agents to the tasks TS12300025 FMBCS: Decision about Budget TS12300027 FMBCS: Create a pre-posted document TS12300029 Decision to create a new doc with ref Use Transaction PFTC to add the correct agents.
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Maintain Task I
Press Display Icon
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Maintain Tasks II
Choose ‘Additional Data->Agent assignment->Maintain’
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Maintain Agents
Choose ‘Create agent assignment…’and assign all responsible users, org-units… to this task
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Role Definition – Accounting III
Maintenance of role definition for accounting in customizing for Public Sector Management
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Role Definition – Accounting IV
Five steps to create the FM-Role Definition The document classes are predefined
BCSBU – BCS BUDGT – FBS
Assignment of document category to document class is predefined 910 – BCSBU 900 – BUDGT
Definition of FM account assignment groups Definition of FM amount groups Defining the FM role definition
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Role Definition – Accounting V
Definition of FM Document Classes
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Role Definition – Accounting VI
Assign FM Document Category to the Document Class
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Role Definition – Accounting VII
Assign Groups for FM roles
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Role Definition – Accounting VIII
Definition of FM amount groups
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Role Definition – Accounting VX
Defining the FM role definition
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Role Definition – Accounting X
Assigning an org unit, a job or a position to the FM account assignments
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Result I
After doing all these settings and creating preposted documents, items should appear in the workflow inbox.
Transaction Business Workflow; tcode SBWP
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Trouble Shooting I
Events Check, whether events are created correctly and an receiver was
maintained correctly in the type linkage Switch the event trace on/off: tcode SWELS Display the event trace: tcode SWEL
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Trouble Shooting II
Workflow Log Displaying the workflow log to analyse other workflow errors:
Transaction Work Item Selection; tcode SWI1