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How To Forward Workflow or Workitem in SAP

The document provides a guide on how to forward workflow work items in SAP, detailing two scenarios: forwarding non-reserved work items and reserved work items. It outlines the steps for each scenario, including executing specific transactions and entering user IDs. The document emphasizes the differences between reserved and non-reserved work items and provides a clear process for handling each case.

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41 views8 pages

How To Forward Workflow or Workitem in SAP

The document provides a guide on how to forward workflow work items in SAP, detailing two scenarios: forwarding non-reserved work items and reserved work items. It outlines the steps for each scenario, including executing specific transactions and entering user IDs. The document emphasizes the differences between reserved and non-reserved work items and provides a clear process for handling each case.

Uploaded by

PD
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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How to Forward

workflow/Workitem in SAP.

Date: May 16, 2017Author: Abhishek Walter0 Comments

When you are working as a Technical/functional consultant for a


support project, Mostly you come across scenarios/Support tickets
where you need to forward some of the wok items from one user
inbox to another user inbox.

There are two scenarios when we want to forward a work


item to a user.

1. The work item is not reserved by an agent.


2. The work item to be forwarded is reserved by an agent.

Here First let’s try to understand the difference b/w this two
terms “reserved work items ” and “not reserved work item.

Not Reserved workflow:


When a workflow is routed to more than one user and suppose no
one has taken any action against the work item, each user has not
yet touched the work item then that work item will be placed in the
“not reserved section of the user SAP into workflow”.

Reserved workflow:

When a workflow is routed to more than one user and suppose one
of the users of the work item has taken some action.

For example : if the work item is related to Purchase Order


approval then suppose one approver has just opened the work item
from his SAP Workflow Inbox and took some action but he has not
taken the complete action i.e He has not Approved /Rejected the
Purchase order, Then that work item will be placed in the Reserved
section of the workflow

Scenario 1: The work item to be forwarded is not reserved by


an agent.

Steps :

1. Execute transaction SWI5.


2. Enter the value US for Type and the user id of the agent who
currently has the workflow work item in the ID field. In the Type of
analysis, field select the Work items to be completed value. Hit
execute.
3. You will see all the work items with the user for the different types
of workflow, for example, PO related work items, invoice related
work items etc.

4.Double click on the work item that has to be forwarded to display


the work item.
5.Click on the forward button. You will not see a forward button if the
work item is reserved by an agent.

6. Enter the user to whom you want to forward the workflow in the
pop-up screen and click on the Continue button.
7 .The workflow is now forwarded to the new agent and the work
item disappears from the inbox of the old agent.

Scenario 2: The work item to be forwarded is reserved by an


agent.

1. Follow steps 1 to 3 from above scenario 1.

2. In the SWI5 workload display, open the section work items to be


processed followed by the user name.

3.Find the work item that should be forwarded and copy the work
item number.
4.Execute transaction SWIA and enter the work item number in the
Identification field and hit Execute.

5. Select the entry in the output and click on the Replace Manually
button.
6.Click on the “Administrator Forward’ button.

7.Enter the User id of the person to whom the workflow has to be


forwarded.

8.This will move the work item from the reserved section of the SWI5
output to the work items not reserved by an agent section. The work
item can then be forwarded using SWI5.

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