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
