Workflow Part-1

Introduction
SAP WORKFLOW Concepts asic Workflow !er"inolo#$

The R/3 Integration Model

Sales Sales ( ( 'istri)ution Materials Materials Mgmt%

S'

!inancial !inancial Accounting Accounting Controlling

!I

MM

CO

Production Production Planning

PP

R/3
Client / Server ABAP
Industry Industry Solutions Solutions &uman &uman Resources

Asset Accounting

AA

*uality Mgmt%

*M

Plant Maintenance Maintenance

PM

Project System System or"#lo$

PS

&R

IS

Introduction
It %andles
& !%e Process
'() Releasin# of locked *endor

& !%e People

Position of t%e workflow in t%e s$ste"

Business or"#lo$

S' MM PP *M PM &R

!I CO AM

R/3
IS

PS !

Integrated A,,lications

Business Middle$are +ayer

Introduction Workflow Auto"ates processes

& & & & In+ol+in# ran#e of acti+ities,tasks Occurs repeatedl$ in si"ilar for" In+ol+es people,-epart"ents Re.uire %i#% de#ree of co-ordination

Auto"atin# Corporate Processes

Proo# o# 'elivery Trou)le Re,ort

Sales

Sales Management

Product Planning

Customer Service

Sales Order

Budget
!orecast

Production Planning

Customer

Pac"ing Sli, Invoice

Order Processing
Assem)ly Order

Assem)ly

Shi,,ing ( Receiving
Shi,,ing Order Pac"ing Sli,

Accounting

Product

Assem)ly Order

Invoice

Pac"ing Sli,

Product Product

usiness processes
Treasury !inancial Accounting Controlling
Ris" manage ment ./change hedging &andling ,ayments Credit control Customer invoice ,osting

Costing document

Order ,ro#it a)ility

Service ,ro#ita)ility

Sale s ,ro#it

Sales and 'istri)ution +ogistics Production

Incoming order

!inancin g decision

0endor selection

.valuation

Incoming order ,osting

Intercom,any )illing

./terna l )illing

Trans#er order

0endor selectio n

Intercom,any )illing

Productio n order

Production

'elivery

W%at does workflow do/

Treasury !inancial Accounting Controlling

Sales and 'istri)ution +ogistics

Production

s e t a s m s o e t c u o a r , $ o s l # s " e r n i o s u ) e th
Credit control Customer invoice ,osting Costing document Order ,ro#it a)ility Service ,ro#ita)ility Sale s ,ro#it Incoming order !inancin g decision 0endor selection .valuation Incoming order ,osting Intercom,any )illing ./terna l )illing Trans#er order 0endor selectio n Intercom,any )illing Productio n order Production 'elivery

Ris" manage ment

./change hedging

&andling ,ayments

enefits
Faster and Si"pler 0eeds less effort 'as$ to Learn and understandin#

enefits
& etter control of
Infor"ation -eadlines Costs

& Fle(i1le to
C%an#e

Workflow !er"inolo#$
O12ects '+ents 3et%ods !asks
& Sin#le Step & 3ulti Step

Continue444
A#ents Roles In1o(,Out1o(

'(a"ples of O12ects t$pes

SAP usiness o12ect t$pes
& & & & In+oice Re.uisition 3aterial '-I "essa#es

'(a"ples of O12ect 3et%od

Post 5 t%e in+oice6 Appro+e 5 t%e Re.uisition6 C%an#e 5 t%e 3aterial6 -ispla$ 5 t%e i"a#e6

Sin#le-Step task ) '(a"ple

& & & & Post in+oice Release re.uisition C%an#e 3aterial 3aster Appro+e a1sence

'+ents
'+ent is a 1lock of code can start,stop sin#le,3ultiple tasks,Workflow

'+ents ) '(a"ple
Parked docu"ent posted Order Cancellation Custo"er "aster c%an#e Re.uisition appro+ed

1ra,hical re,resentation o# a $or"#lo$

Structure o# a
Conditional Process +oo,

or"#lo$ 'e#inition
Activity I! +oo, Parallel Process +oo,

'eadline Monitoring

Su""ar$
The process design must... ... be defined as single-step or multi-step task in SAP R/3 Individual activities in the process must be available as single-step tasks before being included in multi-step task agents The single-step tasks refer to an ob ect t!pe and one of its methods... ... "hich enables access to e#isting SAP functionalit!$

events events

Multistep task Workflow Workflow definition definition

Single-step Single-step tasks tasks

Object type Method

!e"plates
SAP %as 1uilt in Read$ to 7se !e"plates 'ac% "odule %as te"plates 'as$ to i"ple"ent

SAP Business
AM !I

or"#lo$ Tem,late A,,ro/

Asset Management !inancial &uman Resources Materials Management Production Planning Plant Maintenance *uality Management Service Management
2 34 56 37 4 2 36
R

%ore than &'' templates

te"plates

&R

MM

PP PM *M SM

'(a"ple
3ass processin# of Assets Purc%ase Re.uisition Appro+al 'n#ineerin# C%an#e 3ana#e"ent AL',Idoc 'rror %andlin# in I0 1ound processin# Lea+e Appro+al

&R9 :oti#ication o# A)sence

A)sence !orm

P'-Org Structure 'etermine Manager Manager Position &older .m,loyee Position &older Route Revie$ Re=uest

.m,loyee 'ates Reason

.m,loyee;s <niversal In)o/ O,tion to modi#y and resu)mit rejected a,,lication

Manager;s <niversal In)o/ O,tion to release or reject the a)sence #orm Route Result o# Revie$

Structure of Work Flow

!ransaction code SW- -ocu"entation in %elp file

7ni+ersal In1o(
!%e end user interface is 7ni+ersal In1o( Support Alternati+e clients
& 3API clients
3essa#e Application Pro#ra""in# Interface
& -e+eloped 1$ 3icrosoft

& SAP 8ui & 9a+a 87I & we1

S$ste" Co"ponents
Workflow -efinitions
& Steps and !asks: 3a$ contain a#ents and deadline

Workflow ite" 3ana#er

& Initiate t%e e+ents: "onitor -eadlines: ter"inate e+ents

Inte#rated In1o(
& Interface wit% users

!asks

Workflow definitions are comprised of single-step tasks, multi -step task, workflow task and workflow templates

Customer defined tasks and standard tasks

O12ects

The encapsulation of software for performing defined business tasks

'emo ./am,le9

or"#lo$ 'e#inition

Submit notification of absence otification of absence created !ppro"e notification of absence appro"ed rejected #e"ise notification of absence $ no Cancel notification of absence canceled #esubmit for appro"al $ no Terminate workflow Workflow terminated yes yes #e"ise notification of absence re"ised

Send mail sent

7se of Or#ani;ational 3ana#e"ent

Refers to current Or#ani;ation Auto"atic routin# "ana#e"ent for e"plo$ee c%an#es <i#% fle(i1ilit$

!asks
% To use methods of an object type in a workflow & single-step task' % !s a framework for defining a workflow & multistep task'

Task Types
Standard task 5sin#le-step task: task t$pe TS6 Custo"er task 5sin#le-step task: task t$pe T 6 Workflow te"plate 5"ultistep task: task t$pe WS6 Workflow task 5"ultistep task: task t$pe WS6 !ask #roup 5task t$pe TG6

#ole
=ou use roles to specif$ an a#ent 5or a#ents6 for a task if t%e set of possi1le a#ents is too lar#e: or not specific enou#%4 $ assi#nin# work ite"s to or#ani;ationall$ suita1le e"plo$ees: responsi1ilities and aut%ori;ations are "ana#ed efficientl$: and 1ottlenecks are a+oided4 Roles are alwa$s defined across clients

Organi>ational ,lan
% The enter,rise-s,eci#ic organi>ational ,lan describes the organi(ational assignment of the employees) The aim of this is to determine the res,onsi)ility of employees for the e*ecution of indi"idual business acti"ities

%.vents
% +dentify the e"ents re,uired to initiate and control the workflow) % Check whether these e"ents are defined for the rele"ant object types)

Create Organi(ational plan

#oot Organi(ational unit

Create -obs

Create .osition

Search and assign user

!ssign job

Organi(ational plan

/)Create Workflow

Maintain Task

Workflow template id

!gent !ssignment