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

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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
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
 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

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