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CRMVC_CLA_APPROVAL - Define Approver Groups and Thresholds

CRMVC_CLA_APPROVAL - Define Approver Groups and Thresholds

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The system checks if the user has sufficient rights to approve a budget posting, prepayment, deduction claim or an invoice claim. This is known as the threshold check. This check is performed when the user tries to set the status Approved at header or item level in the budget posting, prepayment or claim.

As part of the threshhold check, the system also checks if a budget posting, prepayment, a deduction claim or an invoice claim can be approved automatically, depending on the user's approval rights. This check is performed when the user saves a document with status To Be Approved at header or item level.

Before you carry out this activity, you should set the following indicators in Define Transaction Types:

  • Approval Procedure for transaction types that you have assigned to the claims transaction category, Claim.
  • Multi-Stage Approval for transaction types that you have assigned to the transaction category Budget Posting.

  • In Currency for Threshold Value, you first define which currency should be used for the threshold check in a particular business context.
  • In Maintain Approver Groups, you then define an approval group for a business context , which will be able to approve up to a certain threshold level.

The approver groups are assigned to positions in the organizational model in CRM WebClient UI by choosing Master Data → Organizational Model from the menu. This is done via the marketing attribute Claims & Funds Approver Group. This attribute represents the approver group that the user is assigned to.

  • You can also define a threshhold for background users in Threshold for Background User.

Since background posting is usually done using specific batch users, these users usually do not have a position assigned in the organizational management. This means that the threshold for batch users should be maintained separately.

This business process will be supported by SAP Business workflow. The workflow process starts, when the status of a claim or claim item is set to To Be Approved.

Workflow Settings:

Maintain Standard Settings for SAP Business Workflow

Implement Workflow Assignment for Claims Management






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