how to tigger sap workflow
TRANSCRIPT
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Trigger workfow when a document is Parked Part 1
Scenario
Initiator parks the document.
Workfow is triggered on COMP!T!"# e$ent.
It is sent to %inance O&cer
'e (she either re)ease the document *or pa+ment or re,ect it.
-pon re)ease document is sent to %inance Manager.
That person can $iew it post it or re,ect it.
/oti0cations
When workfow is triggered initiator recei$es a mai) that document has eensent to his super$isor.
When document is re,ected workfow is set to comp)ete and initiator can esent a comments mai).
-sed 2usiness O,ect
%IPP
Workfow Creation StepsGo to transaction code SWDD. Create a new workflow and save it under your package.
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Go to theWork flow containerand add a new element. The following screen opens:
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Create a new element ZFIPPas we are usingBO FIPP
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Also set import and export parameters:
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Click on the Basics Data utton or press Ctrl!f" and enter the work flow starting event:
#e want the work flow to start on $Completed% event OF FIPP BO.
Activate the triggering event. &t will e done through a Customi'ing (e)uest.
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Also generate Automatic Binding
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Both the Activation and Binding uttons should e green y now
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*ow our workflow should look like this: +vent is successfully configured.
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,n the next series we will detail the workflow design- covering task creation- notifications and
events. lease e sure to come ack tomorrow/
Trigger workfow when a document is Parked Part 3
0ollowing art 1- this tutorial explains a step y step process for the creation of the2ABusiness workflow- which is triggered whenever a document is parked- as well as the
functionality for posting and the necessary workflow configuration.
*ow we want to send mail to the initiator that document no xxxxx has een sent to his
supervisor.
+nter a mail step:
http://saplab.org/2011/03/trigger-workflow-when-a-document-is-parked-part-1/http://saplab.org/category/workflow/http://saplab.org/category/workflow/http://saplab.org/category/workflow/http://saplab.org/category/workflow/http://saplab.org/category/workflow/http://saplab.org/2011/03/trigger-workflow-when-a-document-is-parked-part-1/ -
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*ow we want to add a task which will enale the supervisor to release amount for suse)uent
posting. Add a new task 3 we will use the RELEASEmethod of FIPP BO.
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,ur workflow looks like this:
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*ow on the re4ection task- we want to add a MAIL interface- so that the 2upervisor role can add
some comments on why he is re4ecting this document. #e will e using standard 2A usiness
workplace mail for this purpose.
,n re4ection add the following standard task under a new activity: TS200001!. Also add a
process control which will set our workflow to complete:
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Tri""er workflow w#en a $oc%&ent i'
Parke$ ( Part
0ollowing the first two articles of this series- art 1and art 5- we now progress further aimingto develop a fully functional 2A Business workflowwhich triggers when a document is parked
in the 2A 0& module.
2o our #orkflownow looks something like this:
http://saplab.org/2011/03/trigger-workflow-when-a-document-is-parked-part-1/http://saplab.org/2011/03/trigger-workflow-when-a-document-is-parked-part-2/http://saplab.org/category/workflow/http://saplab.org/tag/fico/http://saplab.org/category/workflow/http://saplab.org/2011/03/trigger-workflow-when-a-document-is-parked-part-1/http://saplab.org/2011/03/trigger-workflow-when-a-document-is-parked-part-2/http://saplab.org/category/workflow/http://saplab.org/tag/fico/http://saplab.org/category/workflow/ -
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6ou should also add a mail step in the re4ection task to send an e!mail to the initiator informing
that the document has een re4ected. At this stage- we will come to the condition when the2upervisor releases the payment. &t is important that set a release flag to control this ehaviour.
Define an element named released and make sure you don%t forget to set itsi&)ortand e*)ort
parameters.
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Add a container operation and set the following settings:
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By now- this part of your workflow should look like this:
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*ow that the document is released y the 0inance ,fficer- we will add aUser decisionstep- to
capture the 7anager%s decision. #hen receiving the #ork &tem- the 7anager will have the
following options availale:
1.8iew the document
5.(e4ect the document
9.ost the document
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0or the reviewranch- add a new activity using the standard method DISPLA+ofBO FIPP.
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0or thepostranch- add a new activity using the standard method POST ofBO FIPP,
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0or the rejectionranch- use the previous email step to send an e!mail to the &nitiator- informing
that the document has een re4ected.
The user decision step should look similar to this the rejectionemail task is not shown elow;:
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#e have now done all the re)uired #orkflow tasks and steps.
Tri""er workflow w#en a $oc%&ent i'
Parke$ ( Part -
0ollowing the first three articles of this series-art 1- art 5and art 9- we now progress furtherand look on how to perform the last 0&parking 2A Business workflowconfiguration steps.
+xecute transaction codeOBWAand create a new variant.
http://saplab.org/2011/03/trigger-workflow-when-a-document-is-parked-part-1/http://saplab.org/2011/03/trigger-workflow-when-a-document-is-parked-part-1/http://saplab.org/2011/03/trigger-workflow-when-a-document-is-parked-part-2/http://saplab.org/2011/03/trigger-workflow-when-a-document-is-parked-part-2/http://saplab.org/2011/06/trigger-workflow-when-a-document-is-parked-part-3/http://saplab.org/tag/fico/http://saplab.org/category/workflow/http://saplab.org/sap-transaction-codes/http://saplab.org/2011/03/trigger-workflow-when-a-document-is-parked-part-1/http://saplab.org/2011/03/trigger-workflow-when-a-document-is-parked-part-2/http://saplab.org/2011/06/trigger-workflow-when-a-document-is-parked-part-3/http://saplab.org/tag/fico/http://saplab.org/category/workflow/http://saplab.org/sap-transaction-codes/ -
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+xecute transaction codeOBW.and assign your new variant to your own /o&)an /o$e.
http://saplab.org/sap-transaction-codes/http://saplab.org/sap-transaction-codes/ -
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The necessary workflow configuration is now complete. #e have created a new variant andregistered it to our Company Code. ,ur workflow is now ready for testing.
&n order to test your new #orkflow- execute transaction codeF0
http://saplab.org/sap-transaction-codes/http://saplab.org/sap-transaction-codes/ -
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+nter the relevant data for your &nvoice and press the Park B%tton. The document will eparked.
#hen the user presses the
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The 0inance ,fficer will receive the following work item:
>e will have option to releaseor rejectthe document:
&f the 0inance ,fficer chooses reject- a Comments screen is opened for him. An automatic
notification is also sent to the &nitiator so that he knows the reason why the document has eenre4ected.
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&f the 0inance ,fficer releases the Document- it will e sent to the 0inance 7anager who can
either )o't it- re4ect itor 3iew it.
Wra) 5)
This completes our 0& Document arking workflow. #e%ve seen the events to trigger the
workflow- release it for payment- email notification for the relevant users- use the standard BOFIPPmethods for posting and display- and we%ve also seen how to configure it.