Lars Lobe

SAP AG
How To Guide
Workflow BCS
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Overview
Way of working
Automatic Workflow Customizing
Type Linkage
Activation of Workflow for BCS
Role Definition
Trouble-shooting
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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 icon Press 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
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
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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