How To Guide – Workflow BCS

1. How To Guide – Workflow BCS Lars LobeSAP AG

2. Overview • Way of working • Automatic Workflow Customizing • Type Linkage • Activation of Workflow for BCS • Role Definition • Trouble-shooting

3. 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’

4. Type Linkage I • Transaction Workflow Builder Transaction code: SWDD • Workflow template WS12300025 • Workflow template WS1230026 Press Basic Data

5. Type Linkage II Press these icon Press this Icon

6. Type Linkage III Task is active

7. 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.

8. Maintain Task I Press Display Icon

9. Maintain Tasks II • Choose ‘Additional Data->Agent assignment->Maintain’

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

11. Role Definition – Accounting III • Maintenance of role definition for accounting in customizing for Public Sector Management

12. 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

13. Role Definition – Accounting V • Definition of FM Document Classes

14. Role Definition – Accounting VI Assign FM Document Category to the Document Class

15. Role Definition – Accounting VII Assign Groups for FM roles

16. Role Definition – Accounting VIII • Definition of FM amount groups

17. Role Definition – Accounting VX • Defining the FM role definition

18. Role Definition – Accounting X • Assigning an org unit, a job or a position to the FM account assignments

19. Result I • After doing all these settings and creating preposted documents, items should appear in the workflow inbox. • Transaction Business Workflow; tcode SBWP

20. 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

21. Trouble Shooting II • Workflow Log • Displaying the workflow log to analyse other workflow errors:Transaction Work Item Selection; tcode SWI1