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    How To Guide Workflow BCS

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    trustngs
    This document provides guidance on setting up and customizing workflows for budget and commitment systems (BCS) in SAP. It outlines steps for automatic workflow customizing using transaction code SWU3, type linkage using transactions SWDD and SWDD, maintaining tasks and agents using transaction PFTC, defining accounting roles involving five customizing steps, and troubleshooting using transactions SWELS, SWEL, and SWI1. The goal is to activate workflows for BCS documents and ensure items appear correctly in users' workflow inboxes.

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    How To Guide Workflow BCS

    Uploaded by

    trustngs
    130 views21 pages
    This document provides guidance on setting up and customizing workflows for budget and commitment systems (BCS) in SAP. It outlines steps for automatic workflow customizing using transaction code SWU3, type linkage using transactions SWDD and SWDD, maintaining tasks and agents using transaction PFTC, defining accounting roles involving five customizing steps, and troubleshooting using transactions SWELS, SWEL, and SWI1. The goal is to activate workflows for BCS documents and ensure items appear correctly in users' workflow inboxes.

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    How to Guide Workflow BCS

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    How to Guide Workflow BCS

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    This document provides guidance on setting up and customizing workflows for budget and commitment systems (BCS) in SAP. It outlines steps for automatic workflow customizing using transaction code SWU3, type linkage using transactions SWDD and SWDD, maintaining tasks and agents using transaction PFTC, defining accounting roles involving five customizing steps, and troubleshooting using transactions SWELS, SWEL, and SWI1. The goal is to activate workflows for BCS documents and ensure items appear correctly in users' workflow inboxes.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    130 views21 pages

    How To Guide Workflow BCS

    Uploaded by

    trustngs
    This document provides guidance on setting up and customizing workflows for budget and commitment systems (BCS) in SAP. It outlines steps for automatic workflow customizing using transaction code SWU3, type linkage using transactions SWDD and SWDD, maintaining tasks and agents using transaction PFTC, defining accounting roles involving five customizing steps, and troubleshooting using transactions SWELS, SWEL, and SWI1. The goal is to activate workflows for BCS documents and ensure items appear correctly in users' workflow inboxes.

    Copyright:

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    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
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    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

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

    Press Basic Data

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    Type Linkage II

    Press these Press icon this Icon

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    Type Linkage III

    Task is active

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    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.

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    Maintain Task I

    Press Display Icon

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    Maintain Tasks II
    Choose Additional Data->Agent assignment->Maintain

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    Maintain Agents

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

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    Role Definition Accounting III


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

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    Role Definition Accounting IV


    Five steps to create the FM-Role Definition
    The document classes are predefined

    BCSBU BCS BUDGT FBS 910 BCSBU 900 BUDGT

    Assignment of document category to document class is predefined


    Definition of FM account assignment groups

    Definition of FM amount groups Defining the FM role definition

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    Role Definition Accounting V


    Definition of FM Document Classes

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    Role Definition Accounting VI


    Assign FM Document Category to the Document Class

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    Role Definition Accounting VII


    Assign Groups for FM roles

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    Role Definition Accounting VIII


    Definition of FM amount groups

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    Role Definition Accounting VX


    Defining the FM role definition

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    Role Definition Accounting X


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

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

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    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

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

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