SAP APPROVER - Carey Business School SAP Approver User Guide Contents Page 2 ... to download and open

  • View
    3

  • Download
    0

Embed Size (px)

Text of SAP APPROVER - Carey Business School SAP Approver User Guide Contents Page 2 ... to download and...

  • JHM SAP Training

    www.hopkinsmedicine.org/sap

    saptraining@jhmi.edu

    June 5, 2013

    SAP APPROVER USER GUIDE

    http://www.hopkinsmedicine.org/sap

  • Student Reference

    SAP Approver User Guide

    Contents Page 2

    CONTENTS

    Approval Overview ........................................................................................................................................................ 4

    Role/Transaction ....................................................................................................................................................... 4

    Approver is based on ................................................................................................................................................. 4

    ECC Tab – SAP Approving ........................................................................................................................................... 4

    Shopping Cart Approval tab ....................................................................................................................................... 4

    Approving SAP Transactions through the SAP Easy Access Menu (ECC Tab) ................................................................ 5

    Open SAP ................................................................................................................................................................... 5

    Open the SAP Easy Access Menu ............................................................................................................................... 5

    Travel and Business Expense (Employee Reimbursements) ...................................................................................... 6

    Review the Expense Report (Reimbursement) ...................................................................................................... 6

    Enter Your Approval Decision ................................................................................................................................ 6

    Check Request (Online Payments) ............................................................................................................................. 7

    Review the Check Request .................................................................................................................................... 7

    Enter Your Approval Decision ................................................................................................................................ 7

    ZSR’s (Security, Roles and Workflow Request) .......................................................................................................... 8

    Review the ZSR ...................................................................................................................................................... 8

    Enter Your Approval Decision ................................................................................................................................ 8

    Approving Shopping Carts (Purchase Order Initiations) in SAP ..................................................................................... 9

    Shopping Cart Approval by Email Link ....................................................................................................................... 9

    Open Your Shopping Cart Approval Screen ............................................................................................................... 9

    Review and Enter Your Approval Decision ................................................................................................................ 9

    Shopping Cart Approval by SAP Logon .................................................................................................................... 10

    Setting Substitute Approvers ....................................................................................................................................... 10

    Substitute Approvers ............................................................................................................................................... 10

    Active Substitute/s................................................................................................................................................... 10

    Passive Substitute/s ................................................................................................................................................. 11

  • Student Reference

    SAP Approver Fundamentals

    Contents Page 3

    Setting Substitute/s for ECC Transactions ............................................................................................................... 11

    Substitute Approvers: Adopting an Approver’s ECC Inbox ...................................................................................... 12

    Designating a Substitute Approver for Shopping Cart ............................................................................................. 12

    Obtain the Intended Substitute’s SAP User ID/s ................................................................................................. 12

    Designate the Substitute ..................................................................................................................................... 13

  • Student Reference

    SAP Approver Fundamentals

    Approval Overview Page 4

    APPROVAL OVERVIEW

    SAP provides a central system for entry and approval processing of Hopkins business transactions. Employee

    reimbursements, check requests, Shopping Carts, and most finance and HR processes are automatically routed for

    approval based on SAP workflow assignments.

    Expense Reports (Travel and Business Expense Reimbursements) and Shopping Cart route to approver/s based on

    the Cost Center charged. Check Requests (Online Payments) – route based on the Home Cost Center of the

    employee entering the Check Request. ZSR’s (Security, Roles, and Workflow Request) route for approval based on

    the Home Cost Center of the employee for whom the request is being made.

    ROLE/TRANSACTION APPROVER IS BASED ON

    Travel and Business Expense Reimbursement Cost Center/s or (Internal Order/s for SOM) charged.

    Online Payment (Check Request) Home Cost Center of Initiator regardless of Cost Center charged.

    Shopping Cart (Initiating Purchase Order) Cost Center/s charged.

    Security, Roles, and Workflow Request (ZSR) Home Cost Center of employee for who change is being requested.

    The above are the baseline workflow settings.

    Alternative or additional approvals may be required based on the dollar amount, category, and specific SAP

    workflow settings in SAP. See http://sapathopkins.org, Security and Workflow

    (http://www.sapathopkins.org/support/sap-security-and-workflow) for more information.

    ECC TAB – SAP APPROVING

    Travel and Business Expense, Check Requests, ZSRs, and most of all SAP Approvals will route to you within the ECC

    software (ECC, SAP Easy Access Menu). ECC is the central software of SAP, and these are all ECC transactions.

    SHOPPING CART APPROVAL TAB

    Shopping Cart is part of a separate SAP system, and its approvals will route to you separately in the Shopping Cart

    Approval page. However, you may also receive alert emails in your Hopkins email, from which you can click to your

    Shopping Cart approval screen.

    http://sapathopkins.org/ http://www.sapathopkins.org/support/sap-security-and-workflow/

  • Student Reference

    SAP Approver Fundamentals

    Approving SAP Transactions through the SAP Easy Access Menu (ECC Tab) Page 5

    APPROVING SAP TRANSACTIONS THROUGH THE SAP EASY ACCESS MENU (ECC TAB)

    Travel and Business Expense, Check Requests, ZSRs, and most of all SAP Approvals will route to you within the ECC

    software. The most effective screen from which to review and decide is within the SAP Business Workplace, in the

    SAP Easy Access Menu software. Open SAP, and then launch the software by clicking the ECC tab.

    OPEN SAP

    Log into http://my.johnshopkins.edu,

    and click myApps, and select SAP.

    Alternatively, type in the web address,

    http://sap.johnshopkins.edu. If you are

    connected to the Hopkins network and log in

    with your JHED ID and password, the initial SAP

    portal screen will open.

    OPEN THE SAP EASY ACCESS MENU

    1. Click the ECC tab to initiate the launch of the SAP software on

    your computer. 1

    You may need to click a download message to allow the file

    to download and open the SAP software on your computer. You may need to click the ECC tab again.2 If

    asked, and then click to Open the software.

    2. From the SAP Easy Access Menu, click the Inbox icon in the upper left to open your

    SAP Business Workplace.

    3. In the Business Workplace, select your

    Inbox in the upper left.

    4. In the upper right will be the transactions

    waiting for your Approval decision.

    Based on the Approval types and values assigned to you (SAP workflow settings), you will receive

    transactions such as Travel and Business Expense (employee reimbursement), Check Request (Online

    Payment), and ZSR (Security, Roles and Workflow Request).