How to Guide Workflow BCS

How To Guide – Workflow BCS

Lars Lobe SAP AG

Overview Way of working Automatic Workflow Customizing Type Linkage Activation of Workflow for BCS Role Definition



Trouble-shooting

SAP AG 2003, Title of Presentation, Speaker Name / 2

Automatic Workflow Customizing Execution: 

The user has to belong to user group for authorization check ‘SUPER’ (to maintain in transaction ‘User Maintenance’; tcode SU01)

Transaction SWU3



Press ‘Perform Automatic Workflow Customizing’

SAP AG 2003, Title of Presentation, Speaker Name / 3

Type Linkage I Transaction Workflow Builder Transaction code: SWDD Workflow template WS12300025  Workflow template WS1230026



Press Basic Data

SAP AG 2003, Title of Presentation, Speaker Name / 4

Type Linkage II



Press these Press icon this Icon

SAP AG 2003, Title of Presentation, Speaker Name / 5

Type Linkage III



Task is active

SAP AG 2003, Title of Presentation, Speaker Name / 6

Maintain Tasks I Assigning agents to the tasks 

TS12300025 FMBCS: Decision about Budget

 TS12300027 FMBCS: Create a pre-posted document  TS12300029 Decision to create a new doc with ref



 Use Transaction PFTC to add the correct agents.

SAP AG 2003, Title of Presentation, Speaker Name / 7

Maintain Task I



Press Display Icon

SAP AG 2003, Title of Presentation, Speaker Name / 8

Maintain Tasks II



Choose ‘Additional Data->Agent assignment->Maintain’

SAP AG 2003, Title of Presentation, Speaker Name / 9

Maintain Agents



Choose ‘Create agent assignment…’ and assign all responsible users, org-units… to this task

SAP AG 2003, Title of Presentation, Speaker Name / 10

Role Definition – Accounting III



Maintenance of role definition for accounting in customizing for Public Sector Management

SAP AG 2003, Title of Presentation, Speaker Name / 11

Role Definition – Accounting IV Five steps to create the FM-Role Definition  The document classes are predefined 

BCSBU – BCS



BUDGT – FBS

 Assignment of document category to document class is predefined 

910 – BCSBU



900 – BUDGT

 Definition of FM account assignment groups  Definition of FM amount groups



 Defining the FM role definition

SAP AG 2003, Title of Presentation, Speaker Name / 12

Role Definition – Accounting V



Definition of FM Document Classes

SAP AG 2003, Title of Presentation, Speaker Name / 13

Role Definition – Accounting VI



Assign FM Document Category to the Document Class

SAP AG 2003, Title of Presentation, Speaker Name / 14

Role Definition – Accounting VII



Assign Groups for FM roles

SAP AG 2003, Title of Presentation, Speaker Name / 15

Role Definition – Accounting VIII



Definition of FM amount groups

SAP AG 2003, Title of Presentation, Speaker Name / 16

Role Definition – Accounting VX



Defining the FM role definition

SAP AG 2003, Title of Presentation, Speaker Name / 17

Role Definition – Accounting X



 Assigning an org unit, a job or a position to the FM account assignments

SAP AG 2003, Title of Presentation, Speaker Name / 18

Result I After doing all these settings and creating preposted documents, items should appear in the workflow inbox.



Transaction Business Workflow; tcode SBWP

SAP AG 2003, Title of Presentation, Speaker Name / 19

Trouble Shooting I Events



 Check, whether events are created correctly and an receiver was maintained correctly in the type linkage 

Switch the event trace on/off: tcode SWELS



Display the event trace: tcode SWEL

SAP AG 2003, Title of Presentation, Speaker Name / 20

Trouble Shooting II Workflow Log



 Displaying the workflow log to analyse other workflow errors: Transaction Work Item Selection; tcode SWI1

SAP AG 2003, Title of Presentation, Speaker Name / 21