87
  ABAP T raining Workflow: Concepts and Terminology

Work Flows 343411326185955

  • Upload
    ajraam

  • View
    8

  • Download
    0

Embed Size (px)

DESCRIPTION

Work Flows 343411326185955

Citation preview

  • ABAP Training

    Workflow: Concepts and Terminology

  • ABAP Training Workflow 2

    What Is Workflow?

    Workflow is automation of business practices as a whole or their parts, during which documents, information or tasks are moved from one participant to the other for further processing, which corresponds to the defined organizational structure.

  • ABAP Training Workflow 3

    Why SAP Business Workflow?

    Is a tool for automation of business processes To respond to errors and exceptions Is not tied with any particular application Coordinates all participating tasks Integration with the organizational structure

  • ABAP Training Workflow 4

    Increase employeeresponsibility

    Customer orientation Better quality management

    Focus on value addedby processes

    Focus on value addedby processes

    Workflow systems can helpyou to achieve these goals

    Workflow systems can helpyou to achieve these goals

    Increase transparencyof process flows

    Goals of Business Workflow

  • ABAP Training Workflow 5

    l A workflow management system facilitates theelectronic processing of structured processes that: Include a number of activities

    Always occur in a similar or identical form

    Involve several people or departments, and

    Require a high degree of coordination

    l Workflow management systems are particularly suitable for structured organizations

    What Processes Are Particularly Suitable for SAP Business Workflow?

  • ABAP Training Workflow 6

    l Flexibility in changing Processes

    Organizational structure

    Underlying technology

    l Better control over Information

    Deadlines

    Process costs

    Workflow: Advantages for Management

  • ABAP Training Workflow 7

    l Increases production Backlog reduction

    Distribution of information and work:Every user gets their worklist automatically from the system

    l Speeds up processes Reduction in waiting times and transport times

    Better/faster reaction to errors

    l Increases customer satisfaction Processes completed more quickly

    Better information flow

    Workflow: Advantages for Enterprises

  • ABAP Training Workflow 8

    SD clerk

    Application

    Change customermaster

    Changedocument

    Workflow

    Flexiblelink

    Production manager

    Credit representative

    Sales representative

    Changeproduction

    plan

    Adjust creditlimit

    Arrangevisit

    Major customerFollow on steps/ procedures

    A Business Process As a Workflow in SAP

  • ABAP Training Workflow 9

    Object Agent

    Task RoleStep

    WorkflowWork item Business Workplace(workflow

    inbox)

    EventEventSAP Business Workflow Terminology

  • ABAP Training Workflow 10

    In my organization, Whenever a material is changed, the person responsible is informed of the change who either approves or rejectsthe change.

    Event

    Agent Task

    Business Process and Workflow

  • ABAP Training Workflow 11

    Who? What?

    With whatobject?

    When?

    In what order?

    Five Questions for Each Part of a Business Process

  • ABAP Training Workflow 12

    l Workflow definition

    Controls the business process

    l Consists of stepsl Can be triggered by

    events

    In What Order?

  • ABAP Training Workflow 13

    WorkflowdefinitionWorkflowdefinition

    Triggeringevent

    Step

    Symbol forworkflow start

    and end

    Workflow Builder: Navigation and display area Print: Local / R/3 spool / file Check and activate

    Workflow Definition: Workflow Builder

  • ABAP Training Workflow 14

    l Activity/task Execute transaction

    Execute report

    Execute function module

    Run routine in external system

    Update spreadsheet

    l Document generationl User decisionl Automatic control steps

    Step

    What?

  • ABAP Training Workflow 15

    Symbol Step type Runtime function

    Activity Execution of a task. This task can be a single-step task or a multi-step task

    User decision The process flow of the current workflow is controlled on the basis of a decision made by the current agent.

    Condition One of two branches defined in the workflow definition is processed. The system makes the decision based on defined conditions

    Loop (UNTIL) A sequence of steps is processed repeatedly until the defined termination condition occurs.

    Loop (WHILE) A sequence of steps is processed repeatedly as long as the defined comparisons apply.

    Container operation Elementary arithmetic operations or value assignments are applied to individual elements of the workflow container.

    Multiple condition One of several branches defined in the workflow definition is processed.

    Document from template

    A document is created from a document template

    Fork The processing that follows takes place in parallel branches

    Event creator An event is created.

    Wait for event The system waits for a specific event. The work item is only completed if the expected event occurs.

    Step Types and Symbols

  • ABAP Training Workflow 16

    l SAP business object types Invoice

    Purchase requisition

    Material

    Archived documents

    EDI messages (IDocs)

    Documents from PC office applications

    l Object methods Post (invoice)

    Approve (requisition)

    Change (material)

    Display (image)

    WHAT and WITH WHAT OBJECT: Object Type Examples

  • ABAP Training Workflow 17

    Sales manager

    Sales group

    Creditrepresentatives

    Possible agents

    Possible agents

    Task'Approve locked

    order'

    Task'Create order'

    Task'Determine credit

    limit'

    WHO: Tasks and 'Possible Agents'

  • ABAP Training Workflow 18

    ProcessProcessWorkflow definitionWorkflow definition

    OrganizationOrganization

    Org. unitOrg. unit

    JobJob

    PositionPosition

    User IDUser ID

    RoleRole

    PreviousPreviousworkflowworkflow

    agentsagents

    Business WorkplaceBusiness Workplace

    AgentsAgents

    DynamicDynamic worklist at worklist at logon!logon! Work items are Work items are runtime versions of runtime versions of tasks.tasks.

    Prio Tasks Date

    Approve form Mar 1Post invoice Mar 25Post invoice Apr 5

    1

    23

    WHO: Assignment of Work Items to Agents

  • ABAP Training Workflow 19

    -

    Definition LevelSingle-step task (TASK)

    Definition LevelWorkflow

    Applicant: Mohn, FIApproval: Jones

    Applicant: Olsen, COApproval: Kosnig

    Applicant: Straub, SDApproval: Miller

    Runtime Level

    Applicant: Mohn, FIRevise: Mohn

    Applicant: Olsen, CORevise: Olsen

    Applicant: Straub, SDRevise: Straub

    Usedin

    Usedin

    Revise request

    Possible agents:All system users (general task)

    Approve request

    Possible agents:Head of FI departmentMr Jones Head of SD departmentMr MillerHead of CO departmentMs Kosnig

    Revise request

    Agents:Applicant,

    initiator of workflow

    Approve request

    Agents:Role 168

    determines the superior of the

    applicant at runtime

    Who? Individual Task

  • ABAP Training Workflow 20

    Out-come3

    Out-come1

    Out-come2

    Event

    OutcomeShows the various results of a step

    Informs the workflow that something has happened

    The workflow can be started (triggeringevent)

    The step can be completed (terminating event)

    Wait step for reaction to event

    Step type event creator

    When?

  • ABAP Training Workflow 21

    l Parked document postedl Purchase requisition releasedl Material master changedl Leave approvedl Customer createdl Purchase order deletedl Requirement request created over the Internet

    WHEN: Event Examples

  • ABAP Training Workflow 22

    Workflowdefinition

    Workflow

    Task

    Agents

    Object type

    Method

    The business process must...

    ... be defined as a task orworkflow in the SAP System

    Individual activities in the process must be available as tasks before they can be inserted into workflow definitions

    A single-step task refersto an object type and oneof its methods...

    ... enabling access to existing SAP functions!

    EventPutting the Pieces Together...

  • ABAP Training Workflow 23

    l Active flow of information To the right people

    At the right time

    In the right format

    In the right quantity

    l A Better Return on Information

    Introduction: Unit Summary

  • ABAP Training Workflow 24

    Unit: IntroductionExercises

    Which of the following statements are True/ False a) An Object Type is created at runtime and is the specific instance of a

    previously defined entity which has been assigned a value. b) An event is a status change to an object. c) A method is an operation that can be performed on object. 2. Match the terms with the correct definitions.

    User (dialog/background) person or mechanism executing a work item. Runtime term for task A tool used to define workflow Can be included in workflow step A representation of business process in SAP Is described and implemented in Object Repository Where a user finds a work items.

    1 Workflow builder 2 Task 3 Object type

    4 Workflow 5 Work item 6 Agent

    7 Business Workplace

  • ABAP Training Workflow 25

    Course Overview Diagram

    CustomizingIntroduction

    Reporting

    Customizing

    Introduction

    Business Workplace

    Introduction

    Organizational Structure

    Workflow Templates

    Customizing

    Workflow Architecture

    Course Overview Diagram

  • ABAP Training Workflow 26

    SAP AG 1999

    l The workflow system finds the agents of the individual tasks by evaluating the organizational plan

    l

    l

    HR has created a current organizational structure of your enterpriseYou must connect this organizational structure to your workflow

    Organizational Structure: Business Scenario

  • ABAP Training Workflow 27

    Smith Consultinghas 3 openings for SAP FI consultants with AR experience in- Credit management- Cash management

    Anchorage Times, Job Market

    Task list- Credit management- Cash management- Invoice verification- ...

    Job

    Positions to be filled

    Knowledge Activities

    Smith ConsultingSales department in HawaiiFI department in Anchorage

    Chief positionpositionHolder: Heinz

    AR consultant positionposition 1AR consultant position 2AR consultant position 3

    AR jobjob

    l SAP HR terminology using a job advertisement in a newspaper as an example

    Organizational Plan

  • ABAP Training Workflow 28

    Organizational UnitsOrganizational Units JobsJobs

    FIFI

    SDSD

    Position: FI Head Position: FI Head

    Position: FI ClerkPosition: FI Clerk

    Position: SD Head Position: SD Head

    Position: SD ClerkPosition: SD Clerk

    Job: HeadJob: Head

    Job: ClerkJob: Clerk

    User: MeierUser: Meier

    User: HelbigUser: Helbig

    User: BergerUser: Berger

    User: SonntagUser: Sonntag

    Job: SecretaryJob: Secretary

    Job: InstructorJob: Instructor

    SAP Organizational Management: General

  • ABAP Training Workflow 29

    l Integration of Organizational Management Task distribution according to responsibility:

    Linking tasks to possible agents

    Dynamic task distribution at runtime:Determination of recipients based on information from the context of the workflow and the objects processed

    Active determination of the "correct" agents and providing the agents with the information required

    l High degree of transparency of businessprocesses and their responsibilities

    Integration of Organizational Management

  • ABAP Training Workflow 30

    Enterprise structureFI department

    Accounts payablePositions

    Accounts receivablePositions

    Controlling departmentDistrict A

    PositionsDistrict B

    Positions..

    Special group for the business processPurchase requisition

    Connect existingorganizational structure

    to workflow

    Organizational structureexists

    Additionalworkflow structure

    There is only oneworkflow-oriented

    organizational structurein the enterprise

    Special group for the business processAccounts payable

    Position Approval in enterprise II

    Position Approval in enterprise I

    Position forcontroller of plant A

    Position forcontroller of plant B

    Example: Organizational Chart

  • ABAP Training Workflow 31

    User

    Position

    Organizational unit

    You can create your organizational plan quickly using the function Simple Maintenancein HR Organizational Management. You only cater for the basic objects

    and their relationships.

    You can create your organizational plan quickly using the function Simple Maintenancein HR Organizational Management. You only cater for the basic objects

    and their relationships.

    Basic HR Definition for Workflow

  • ABAP Training Workflow 32

    3 Main Functions

    Organization and Staffing (Workflow) Create

    Create Organizational UnitCreate Positions

    Assign Tasks

    Tasks

    Features of 'Simple Maintenance'

    HR recognizes SAP system users and persons as holders of positions.The workflow only recognizes SAP system users as valid agents. Every person must enter the infotype 105, communication method 0001 (SAP system user), if the existing HR organizational structure is to be used for the workflow. This infotype is used to assign a SAP system user to the HR person.Choose the following for HR master record maintenance:SAP EASY ACCESS - human resources - personnel management -administration - HR master data - maintain

  • ABAP Training Workflow 33

    Tasks: Word processing, schedulingmeetings, phone calls

    Februar 1. Februar 1996H. Bob SimmonsGeneral Tech IncorporatedLos Angeles, CA 56167

    Sehr geehrter H. Simmons:

    We have recently scheduled a training meeting to develop course material for next year. Please compile a list of possible topics by February 15th. I will be creating a priority listing for these

    Step 1: Create rootorganizational unit

    Step 3: Createjobs Administrative

    assistantAdministrativeassistant

    Step 4: JobsPositionsAdministrative

    assistant,Sales Mexico

    Administrativeassistant,Sales Mexico

    Step 6: Assignholders

    Step 5: Assignholders

    ProductionProduction Sales Mexico Sales Mexico Executive BoardExecutive Board

    Step 2: Additionalorganizational units

    Lisa ThompsonLisa Thompson

    Creating an Organizational Plan (Simple Maintenance)

  • ABAP Training Workflow 34

    Search areaSearch for objects

    Selection area

    Select objectsDetail area

    Display/maintain object properties

    Overview areaDisplay/maintain object environment

    (structures)

    Menu: Settings and commands

    Navigation Overview

  • ABAP Training Workflow 35

    Menu option:Edit - Create jobs

    Release 4.6C: Create Job

  • ABAP Training Workflow 36

    Createicon

    Double-click'incorporates position'

    Release 4.6C: Create Position

  • ABAP Training Workflow 37

    Search for the relevant user and display in the selection area

    Release 4.6C: Assign User to Position (1)

  • ABAP Training Workflow 38

    Assignment of Workflow Tasks

    All the tasks required (such as approve request, create purchase order, update customer master) are created as part of the workflow definition.

    Only if a user is defined as a possible agent of a task will they be authorized to process the relevant work item at runtime.

    It is best to assign workflow tasks to organizational objects within task maintenance.

  • ABAP Training Workflow 39

    l Integration of Organizational Management into SAP Business Workflow

    l Transparency of business processes and their responsibilities

    l Dynamic task distribution at runtime

    l High flexibility with respect to organizational changes

    Organizational Structure: Unit Summary

  • ABAP Training Workflow 40

    Unit: Organizational StructureExercises

    Logon with employee id. From your workflow inbox, establish what positions and organizational units you are assigned to, and what other positions are assigned to these organizational units.

    In order to set up workflow correctly, you must familiarize yourself with the staff assignment at HCL technologies.

    A) which positions are used in HCL technologies.B) does the chief position refers to a jobC) is the positions linked to tasksD) who is the holder of the positionE) is any person is assigned to position.

  • ABAP Training Workflow 41

    Unit: Organizational StructureExercises

    Create the organizational unit for the enterprise group. To do this use the ID z##_comp and the name enterprise group ##.

    * ## Represents your assigned group no. Create subunits for finance, sales and engineering departments i.E.

    Z##_FI, z##_SD, z##_dev.

    Create two positions within finance department, one for an FI manager and one for accounts payable accountant.

    Define the FI manager position as the chief position of the unit.

    Assign the user WF-TRN-MGR as the holder of the FI manager position.

    Assign user WF-TRN-01 as the holder of accounts payable accountant position.

  • ABAP Training Workflow 42

    Organizational Structure

    Reporting

    Enhancing a Template

    Customizing

    Workflow Templates

    Workflow Architecture

    Business Workplace

    Introduction

    Organizational Structure

    Review

    Reporting

    Applying Workflow toYour Enterprise

    Enhancing a Template

    Customizing

    Workflow ArchitectureIntroduction

    Workflow Templates

    Business WorkplaceBusiness Workplace

    Introduction

    Organizational Structure

    Workflow Templates

    Customizing

    Workflow Architecture

    Course Overview Diagram

  • ABAP Training Workflow 43

    l Some business processes in SAP are supported by ready to use multi-stepworkflow processes

    l These processes are delivered by SAP as SAP workflows

    l You must examine these templates in detail l You must work with example templates to become

    comfortable with basic workflow functionality

    Workflow Templates: Business Scenario

  • ABAP Training Workflow 44

    Application Components

    444444444444

    Cross-Application Components

    Financial Accounting

    Investment ManagementEnterprise Controlling

    Logistics - General

    Materials Management

    SAP Workflow Templates: Structure Search

    Sales and Distribution

    Logistics Execution

    Real Estate Management

    Controlling

    Treasury

    Accounting - General

    Choose Workflow TemplateChoose Workflow TemplateChoose Workflow Template

  • ABAP Training Workflow 45

    IDES

    Content In dex S earch

    BasisCustomizing (BC - CUS )Kernel Components (BC - KRN)Network IntegrationABAP Programming and Runtime EnvironBasis Services/Communication InterfacesComputing Center Management SystemUpgrade - General (BC - UPG)Change and Transport System (BC - CTS)Operating System Platforms (BC - OP)Database Interface, Database PlatformsFrontend Services (BC - FES)ABAP Workbench (BC - DWB)Documentation and Translation ToolsSecurity (BC - SEC)Component Integration/InstallationBusiness EngineerBusiness Management (BC - BMT - WFM)

    SAP Business Workflow

    SAP LibraryRelease 4.6A, August 1999

    Glossary

    Einf hrung in das SAP -System

    Release Notes

    Implementation Guide

    SAP Help - SAP Library

    SAP Business WorkflowSAP - Referenzdokumentation

    BC -Workflow - Szenarien in den Anwendungen

    C ontent Index S earch BC - Workflow Scenarios inApplications

    SAP Help - SAP Library

    SAP Workflow Templates: Documentation

    Choose the following for the workflow documentation:Basis -> Business Management -> SAP Business Workflow ->Reference Documentation -> SAP Business Workflow - Navigation

    Choose the following to access the template documentation:Basis -> Business Management -> SAP Business Workflow ->Reference Documentation -> Workflow Scenarios in Applications

  • ABAP Training Workflow 46

    Absence form

    Employee

    Date

    Reason

    Managers Business Workplace

    Option to releaseor reject therequest

    HR org. structure

    "Manager" position"Manager" positionHolderHolder

    "Employee" position"Employee" positionHolderHolder

    Route review requestRoute review request

    Employees Business Workplace

    Option to changeand resubmit therequest

    Route result of reviewRoute result of review

    Determine managerDetermine manager

    HR: Notification of Absence

  • ABAP Training Workflow 47

  • ABAP Training Workflow 48

    AMAM Mass processing of assets

    FIFI Approval of parked documents

    MMMM Releasing purchase requisitions

    PPPP Change request

    QMQM Quality management

    ALE/EDI: IDoc error handlingin inbound processing

    Training and eventmanagement, recruitment

    Purchase order changes for project, actual data entry

    Bestseller List for Workflow Templates

    Purchase orders over the Internet

    PAPAPA

    PSPSPS

    BBSBBSBBS

    The workflow templates provided are executable.

    Responsible agents have to be assigned to the tasks used in these templates.

    If you want to modify the step logic of an SAP workflow, you must copy it to a customer-specific template of your own. You can then change this template in any way you want.

  • ABAP Training Workflow 49

    Whole documentorline item

    Purchase requisition

    Strategy searchStrategy search

    Release strategy KH

    Characteristic ValueAAC KPlant 3000Total value > 25,000

    WorkflowWorkflow

    ReviewReview

    Canceled

    Cancelationnotification

    Notif. confirmed

    Workflowend

    Terminated

    Released RejectedChanged

    Rejectionnotification

    Releasenotification

    Notif. confirmed

    Notif. confirmed

    MM: Releasing Purchase Requisitions

    Approval required from:L1, L2 ...

  • ABAP Training Workflow 50

    Requirement Coverage Request Workflow

    Startconditions

    Requirement coverage request created(SAVED)

    Determineapproval

    procedure

    Approval workflow 1(one level)

    Status subworkflow Status subworkflow Status subworkflow

    Approval workflow 2(two levels)

    Approval workflow 3(no approval required)

    Error or success

    Communication error Application error

    Alert toapplication monitor

    Alert toapplication monitor

    Workflowterminated

    Success

  • ABAP Training Workflow 51

    Subworkflow for Status Processing

    Status ofrequirement coverage request

    Approved Rejected Deleted Changed

    Callspooler

    E-mail to all thosewho have

    approved so far

    E-mail to all thosewho have

    approved so far

    E-mail to all thosewho have

    approved so far

    Work item tocreator of requirement

    coverage request

    Start newapprovalworkflow

    Terminatesubworkflow

  • ABAP Training Workflow 52

    l Determine the business process to be supported by SAP Business Workflow

    l Carry out Customizing for the workflow runtime system and the workflow development system

    l Choose a template that meets your requirementsl Create your organizational planl Define possible task agentsl Link tasks to the organizational planl Activate the event linkage for your workflow

    Adapting Templates

  • ABAP Training Workflow 53

  • ABAP Training Workflow 54

    Unit: Workflow TemplatesExercises

    Execute the notification of absence workflow template to test the process and familiarize yourself with the workflow functions. You will be using two user IDs for this exercise. The first user ID in your group, WF-TRN-01, will represent the employee, and the second, WF-TRN-MGR, will represent the manager. The existing organizational structure incorporates a relationship between employee user IDs and manager user IDs.

    Begin the execution of notification of absence form with the employee user ID, WF-TRN-01

    Check your managers Business Workplace. A new work item should now be displayed there.

    The next step of the test is to execute the work item in the manager's workflow inbox. Reject the notification of absence and include an attachment to explain why you are rejecting the work item

    To see the effect of the managers actions, access your employee's workflow inbox. Check the work items attachment and change the notification of absence

    Check the effect of this change by refreshing your manager's workflow inboxand approve the notification of absence

    Determine whether this had an effect on the employee user ID

  • ABAP Training Workflow 55s Course Overview Diagram

    Organizational Structure

    Reporting

    Enhancing a Template

    Customizing

    Workflow Architecture

    Introduction

    Workflow Templates

    Business Workplace

    s Course Overview Diagram

    Organizational Structure

    Review

    Reporting

    Applying Workflow toYour Enterprise

    Enhancing a Template

    Customizing

    Workflow ArchitectureIntroduction

    Workflow Templates

    Business Workplace

    s Course Overview Diagram

    Business Workplace

    Introduction

    Organizational Structure

    Workflow Templates

    Customizing

    Workflow Architecture

  • ABAP Training Workflow 56

    Workflow System CustomizingTools - Business Workflow - Development - Utilities - SWU3 Verify Customizing

    If the error PD control tables not completely available occurs, start the report RHSOBJCH.

  • ABAP Training Workflow 57

    RFC DestinationIf the logical RFC destination "WORKFLOW_LOCAL_xxx" does not already exist, it is created automatically. The user WF-BATCH is requested (including password). WF-BATCH needs to be created in the actual client, with the user type "system" for a background user.Up to and including Release 4.6B, the user type is "background".

    When you execute the function "Test RFC destination, the system tries to log on to the logical destination with the user specified.

    If there are password problems, logon is not successful (despite the green check mark in the result list). A dialog box is displayed to inform you of this.

    Create a user with the name WF-BATCH, using the user administration function (transaction SU01). - Create this user with the user type system.

    In R/3 sub-systems before 4.6C, the correct user type is 'background'.- Assign this user the authorization profiles SAP_ALL and SAP_NEW.

  • ABAP Training Workflow 58

    Maintaining the Administration Data

    Definition of the generalworkflow administrator

    Definition of the genericdecision task used during run time

    Workflow administrator: Person responsible for the technical side of the workflow definition. The workflow administrator is notified automatically of errors that occurs during the runtime execution of workflow definition.

    Each workflow can have its own administrator. The administrator of a single workflow is defined in the basic data of workflow template.

  • ABAP Training Workflow 59

    SWU3

    Change View Set Active Plan Version Overview

    Table view Edit Goto Selection Utilities System Help

    Destination

    RFC user

    Documentation

    WORKFLOW_LOCAL_401

    RFC password

    DescriptionValue abbr .Sem . Abbr .Group

    PLOGI PLOGI 01 Integration plan version / active plan vr

    Human Resources

    Set Active Plan Version

    In this step, you specify the plan version in which you want to maintain your data. In other words, the active plan version.

    The active plan version is set to "01", provided an active plan version has not already been maintained.

  • ABAP Training Workflow 60

    Activate Deadline MonitoringCustomizing step: Activate deadline monitoring: Job SWWDHEX

    The Customizing activity is necessary if individual task steps should have their deadlines monitored in SAP Business Workflow

    There are two versions for deadline monitoring:

    Deadline monitoring of work items on an individual basis is performed by a background job that must be scheduled once when the system is started. This background job schedules itself each time for the next deadline to be monitored. Scheduling can be carried out using transaction SWWB.

    Permanent deadline monitoring of work items means that the scheduled background job is regularly called at a determined interval, and checks whether deadlines have been missed since its last activation. Permanent deadline monitoring can be used in each client of your production system, using transaction SWWA.

  • ABAP Training Workflow 61

    Workflow Development Environment:Create Prefix Numbers for Standard Objects

    An entry is required for all systems and clients that you want to use.

  • ABAP Training Workflow 62

    Personal Workflow Settings: Background

    l Why do we need them? One workflow log or one work item display is not

    enough, because it is used by different user categories, for example:

    w Workflow modelers and administrators (require access to all technical information, such as containers, work item IDs, step numbers, all step types, etc.)

    w Workflow end users (no technical details, focused on the content of the work item, confused by too many functions, etc.)

    l What functions are involved?w Administrator sets the default on a system-wide

    basis

    w Each user can then make their own settings

  • ABAP Training Workflow 63

    Personal Workflow Settings: Users

    Work item display

    Workflow log:

    Others

    Technical users

    Business users

    To maintain your personal settings in the Business Workplace, choose Settings - Workflow Settings - Personal Settings

  • ABAP Training Workflow 64

    Unit: CustomizingExercises

    Call the basic customizing, and use the documentation to find which transaction can be used to schedule a deadline monitoring job.

    What authorizations are required for the USERID necessary for logical destination WORKFLOW_LOCAL_?

    What user type is required for the user ID defined for logical destination WORKFLOW_LOCAL_?

    Even though the Automatic Customizing in SWU3 will do most of the workflow customizing, you must still maintain the number range settings for the multi-step tasks and single-step tasks that you create.

    A) Display the number range for all the workflows, tasks and roles created.

  • ABAP Training Workflow 65s Course Overview Diagram

    Organizational Structure

    Reporting

    Enhancing a Template

    Customizing

    Workflow Architecture

    Business Workplace

    Introduction

    Workflow Templates

    s Course Overview Diagram

    Organizational Structure

    Review

    Reporting

    Applying Workflow toYour Enterprise

    Enhancing a Template

    Customizing

    Workflow ArchitectureIntroduction

    Workflow Templates

    Business Workplace

    s Course Overview Diagram

    Business Workplace

    Introduction

    Organizational Structure

    Workflow Templates

    Customizing

    Workflow Architecture

  • ABAP Training Workflow 66

    Automaticgrouping

    Your logo and text

    Tips/Tricks

    Relatedobjects

    Task description

    Overviewtree

    Worklist

    Work itempreview

    Work item text

    Specialwork items

    Business Workplace in R/3

  • ABAP Training Workflow 67

    ExecuteExecute

    ReplaceReplaceReserveReserve DisplayattachmentDisplay

    attachment

    Createattachment

    Createattachment

    Business Workplace - Worklist (1)

  • ABAP Training Workflow 68

    ForwardForward ResubmitResubmitDisplayDisplay

    Business Workplace - Worklist (2)

  • ABAP Training Workflow 69

    Other functions for processing work items

    - Set to done- Change deadlines- Change priority

    Other functions for Other functions for processing work itemsprocessing work items

    -- Set to Set to donedone-- Change deadlinesChange deadlines-- Change priorityChange priority

    Individual configuration of columns displayedIndividual configuration of columns displayed

    Dynamic columnsDynamic columns

    Business Workplace - Other Functions

  • ABAP Training Workflow 70

    Business Workplace: Substitution

    l Substitutes can be maintained in two ways Personal substitutes

    Position substitutes

    l Substitutes can be: Created and activated at the same time

    w From the time of activation, the substitute automatically receives not only their own work items, but also those of the person for whom they are acting as substitute.

    Just created

    w The substitute can actively adopt the substitution at any time.Until they actively end the substitution, they will see only the work items of the person for whom they are acting as substitute in their Workplace.

  • ABAP Training Workflow 71

    Work Item Display

    Attachments appear immediatelyand can be displayed if

    you click on them

    Technical information is not displayed

    Attractive appearanceand clear structure increase

    user acceptance

    Attractive appearanceand clear structure increase

    user acceptance

  • ABAP Training Workflow 72

    Technical Work Item Display

    Technical information is displayedTechnical information is displayed

  • ABAP Training Workflow 73

    Work item functions Execute Reserve/replace Set to done Deadline Attachments Reject

    Collect all informationand activities inthe environmentof a work item

    Other functionsWork item

    descriptionOther information

    Object list

    Ad hoc functions

    Agents Display history

    Container info Step log

    Technical data

    Deadlines Forwarder Priority

    Attachments Status

    Other objects Add Display Delete from list

    Forward Change priority Resubmit Send mail

    Summary: Business Workplace Functions

  • ABAP Training Workflow 74

    Graphicalworkflow log

    Workflow log

    Detailssection

    Chronological viewof the process

    Details for each step

    Green line showsprocess progress

    Shows all recipients,possible and excludedagents

    Workflow Log

  • ABAP Training Workflow 75

    WorkflowsprocessedWorkflowsprocessed

    Stepstatuses

    Stepstatuses

    Objectsinvolved Objects

    involved

    l Quick and simple overview of processes involved

    l Task statuses at a glance

    l Improvesopportunityto respondto customerinquiries

    Workflows started by you

    Workflows started by you

    Work itemsexecuted by you

    Work itemsexecuted by you

    Work itemsforwarded by you

    Work itemsforwarded by you Current

    agentsCurrentagents

    Workflow Outbox for Status Tracking

  • ABAP Training Workflow 76

    Displaying Work Items in Different Clients

    Incoming faxE-mail

    TelephoneWork itemFormsBusiness object

    EE--mailmail

  • ABAP Training Workflow 77

    l Goal:When a work item is delivered to a Business Workplace in R/3, the user in question is to receive an appropriate e-mail

    l Procedure: SAPNet note 131795 contains an ABAP program

    (RSWUWFLM) and a description of the procedure

    Every SAP user must maintain their own e-mail address intheir Workplace under Settings - Office settings

    The user used to schedule the report must have maintained an Internet address in the user data under Other communication . This address is the sender of the mail.

    A sendmail process must be active

    An Internet Gateway must be active in R/3

    E -Mail Notification of Work Items

    The program also offers the option of including the URL address of the Web inbox of the R/3 System with the e-mail.

    You can use transaction SCOT to establish whether the processes required are running in the system.You can also initiate the send process from there

    The send process is called RSCONN01

  • ABAP Training Workflow 78

    MS Outlook and Lotus Notes IntegrationMS Outlook Integration:

    Use Microsoft MAPI Interface See notes 77099 and 131795

    Lotus Notes Integration:

    Additional lotus notes software required Domino 4.5 Description of SAP interface configuration note 77099

    Description of Lotus Notes interface on Lotus Internet homepage

    http://www.lotus.com/products/eibu_knowbase.nsf/eipages/home-prosap

  • ABAP Training Workflow 79

    Unit: Business WorkplaceExercises

    For this exercise, you need some work items in your business workplace.To do this, execute the notification of absence workflow.

    Display some of the options available for processing a work item. Display the associated task. Display the selected agents Determine the status of your workitem in your worklist. Create an attachment for your work item providing text information to

    be displayed with your work item. Review the flow logic of the underlying workflow. * Flow logic is the part of tab page view: workflow chronicle Display information from the technical log for the windows Switch to the technical view of work item. What tasks are started and what is the name of the underlying

    workflow

  • ABAP Training Workflow 80s Course Overview Diagram

    Organizational Structure

    Review

    Reporting

    Applying Workflow toYour Enterprise

    Enhancing a Template

    Customizing

    Workflow ArchitectureIntroduction

    Workflow Templates

    Business Workplace

    s Course Overview Diagram

    Business Workplace

    Introduction

    Organizational Structure

    Workflow Templates

    Customizing

    Workflow Architecture

  • ABAP Training Workflow 81

    Object type withobject method

    Task

    Features

    Task

    Features

    l Who will be responsible for the task ?

    l Who will be responsible for the task ?

    l What will be executed bythe task?

    l Work item text: Title of work item in worklist

    l Task descriptionl Notification textl Latest end textl Requested end textl Latest start text

    Texts

    Organizational plan

    Task Definition: General

  • ABAP Training Workflow 82

    Object type (definition time):- Generic description (definition) of the components (keys, attributes, events,methods) of an object

    Object (runtime):- An object is an instance of an object type with particular attribute values- The attribute values are table entries in the R/3 database, or are determined from known values at runtime- You can access an object using a unique identification key

    Methods: Allowed functions for an objectMethods encapsulate the familiar and comprehensive functions of the R/3 System making them accessible to the workflow system.

    Business Object type

  • ABAP Training Workflow 83

    SAP Users and Workflow Agents

    Agents on the basis ofentries in workflow(may be the result of role resolution)

    Agents on the basis ofentries in workflow(may be the result of role resolution)

    Employeesassigned to the taskas possible agents

    Employeesassigned to the taskas possible agents

    Employees who areselected agents

    Employees who areselected agents

  • ABAP Training Workflow 84

    Workflow templateWorkflow template

    lReference to workflow definition

    lSpecification of triggering events

    lDefinition of interface(import and export parameters)

    lInitial value assignment

    l The Workflow Builder is the starting point for displaying or changing the workflow definition.

    Workflows

  • ABAP Training Workflow 85

    Workflow templateWorkflow template

    Object typeObject type

    SAPfunctions

    MethodMethodMethod

    WorkflowdefinitionWorkflowWorkflowdefinitiondefinition

    TaskTaskTask Work itemWork itemWork itemOrg. plan

    WorkflowWorkflowWorkflow

    Workflow manager

    Execution of anobject method

    Execution of anExecution of anobject methodobject method

    Event

    Determineagents

    DeadlinemonitoringWorkflow

    log

    Determineagents

    DeadlinemonitoringWorkflow

    log

    Start WF

    Org. plan

    Work item manager

    DatabaseDatabase

    Triggeringevent

    Terminatingevent

    Workflow Definition & Runtime Environment

    Process ordisplay

    inbox

  • ABAP Training Workflow 86

    Workflow System Components

    Method callDeadline monitoringEscalation

    Workflow controlWorkflow coordination

    Workflowdefinition

    Workflow Builder

    Workflowdefinition

    Workflow Builder

    SAP methodsOLE methodsSAP methodsOLE methods

    User interfaceBusiness WorkplaceBusiness Workplace

    WorklistWorklist WorklistWorklist

    Workflow managerWorkflow manager

    ObjectmanagerObject

    managerWork item managerWork item manager

    Workflowinstance

    Workitem

    Events

  • ABAP Training Workflow 87

    Unit: Workflow Architecture Exercises

    What is the object type used for the task AF_APPROVExx What method of object type is used for this task Which possible agents are assigned to this task. Assign your user to this

    task and generate agent assignment index. Change the work item text. What is the triggering event for this process Define your task revise notification of absence as a general task. Copy the workflow template for notification of absence. Assign the

    correct agents. Execute this template. Link an event with this template and activate the event linkage.

    Workflow: Concepts and TerminologyWhat Is Workflow?Why SAP Business Workflow?Goals of Business WorkflowWhat Processes Are Particularly Suitable for SAP Business Workflow?Workflow: Advantages for ManagementWorkflow: Advantages for EnterprisesA Business Process As a Workflow in SAPSAP Business Workflow TerminologyBusiness Process and WorkflowFive Questions for Each Part of a Business ProcessIn What Order?Workflow Definition: Workflow BuilderWhat?Step Types and SymbolsWHAT and WITH WHAT OBJECT: Object Type Examples WHO: Tasks and 'Possible Agents'WHO: Assignment of Work Items to AgentsWho? Individual Task When?WHEN: Event ExamplesPutting the Pieces Together...Introduction: Unit SummaryUnit: IntroductionExercisesCourse Overview Diagram Organizational Structure: Business ScenarioOrganizational PlanSAP Organizational Management: GeneralIntegration of Organizational ManagementExample: Organizational ChartBasic HR Definition for WorkflowFeatures of 'Simple Maintenance'Creating an Organizational Plan (Simple Maintenance)Navigation OverviewRelease 4.6C: Create JobRelease 4.6C: Create PositionRelease 4.6C: Assign User to Position (1) Assignment of Workflow TasksOrganizational Structure: Unit SummaryUnit: Organizational StructureExercisesUnit: Organizational StructureExercisesCourse Overview Diagram Workflow Templates: Business ScenarioSlide Number 44Slide Number 45Slide Number 46Slide Number 47Slide Number 48Slide Number 49Slide Number 50Slide Number 51Slide Number 52Slide Number 53Unit: Workflow TemplatesExercisesSlide Number 55Slide Number 56Slide Number 57Slide Number 58Slide Number 59Slide Number 60Slide Number 61Slide Number 62Slide Number 63Unit: CustomizingExercisesSlide Number 65Slide Number 66Slide Number 67Slide Number 68Slide Number 69Slide Number 70Slide Number 71Slide Number 72Slide Number 73Slide Number 74Slide Number 75Slide Number 76Slide Number 77Slide Number 78Unit: Business WorkplaceExercisesSlide Number 80Slide Number 81Slide Number 82Slide Number 83Slide Number 84Slide Number 85Slide Number 86Unit: Workflow Architecture Exercises