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TRTM_RELEASE_WF_DEF - Adjust/Copy Workflow Template

ROGBILLS - Synchronize billing plans   BAL_S_LOG - Application Log: Log header data  
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This document explains the procedure for implementing the release workflow for financial transactions. Several steps are involved:

1. You have made the standard Customizing settings for the workflow (IMG path: R/3 Basis Implementation Guide → Base → Business Management → SAP Business Workflow) (mandatory).
2. If you want to make customer-specific changes to the workflow template delivered with the system, copy the workflow template WS 20000139 called TRTMTR_DL_RL and the workflow subtemplate WS 20000138 called TRTMTR_NO_CH, and make your changes there (optional).
   
   

Procedure:

1. Execute this IMG activity. A dialog box appears. Choose Adjust Workflow Template. The Task: Maintain screen appears (transaction FNCW2).
   (You can also use transaction PFTC Task: Maintain, or choose the following path in the application menu: Tools → Business Workflow → Development → Definition Tools → Tasks/Task Groups → Copy)
2. Choose task type Workflow template and the task 20000138 or 20000139.
3. Choose Task → Copy or the corresponding pushbutton.
4. The Copy Task dialog box appears. Enter a key and a name for the new workflow template (remember to use the customer name space).
5. Make your changes to the workflow template. .
   
   

Note:

To call up the workflow documentation, choose Help → Application help.

1. Activate the workflow template you have copied and changed.
   
   

If you do not want to make any changes, you can also use the template or standard role delivered with the system.

1. Execute this IMG activity. A dialog box appears. Choose Define Standard Role. The Maintain Standard Role screen appears (transaction FNCW1).
2. Display the standard role 20000034 (key: TRTMTR_DEAL) (mandatory)
   
   

On the Responsibilities tab, define the responsibilities required for the individual approval steps and assign agents to these responsibilities.

Procedure:

1. Branch to the Responsibilities tab and create the required responsibilities/roles.
   
   

- 1-step: Agent

- 2-step: Agent, 1st approval

- 2-step: Agent, 2nd approval

- A 3-step release procedure would require three agent roles.

1. When you define the responsibilities, set the "current approval level" to the corresponding value, and the "release steps" to the maximum possible number of release steps.
2. To enter the agents, position the cursor on the corresponding responsibility and choose Insert agent assignment (pushbutton). You can now enter the user, workplace, job, organizational unit, person, or position.
3. Standard role 20000035 (addressee for missed deadlines in the workflow): Enter one or more agents/positions to be informed when deadlines are not kept.

Once you have created all the responsibilities and assigned agents to them, exit the screen. The dialog box reappears. Choose Adjust Workflow Template.

Note:

You can use the standard role 20000035 to define several agents/positions to be contacted when deadlines are missed.

1. Since this workflow is triggered by an event, you must activate event linkage for the workflow you are using (mandatory).
   
   

Procedure:

1. Display your own customer task or the SAP workflow template WS 20000139.
2. Branch to the Triggering events tab.
3. Select the event TO_BE_APPROVED with the object type BUS2042 and choose Edit → Event → Activate/deactivate linkage.
4. Save the workflow task.

ROGBILLS - Synchronize billing plans   CL_GUI_FRONTEND_SERVICES - Frontend Services  
This documentation is copyright by SAP AG.

Length: 5216 Date: 20240523 Time: 155055     sap01-206 ( 63 ms )