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How To Guide Workflow BCS

This document provides an overview of how to configure workflow for budget and commitment settlement (BCS) in SAP. It describes performing automatic workflow customizing, linking document types to workflows, assigning tasks to agents, defining accounting roles, and troubleshooting workflow issues by checking event logs and the workflow processing log. The goal is to set up approval workflows for pre-posted documents in BCS that route tasks to appropriate users.

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263 views21 pages

How To Guide Workflow BCS

This document provides an overview of how to configure workflow for budget and commitment settlement (BCS) in SAP. It describes performing automatic workflow customizing, linking document types to workflows, assigning tasks to agents, defining accounting roles, and troubleshooting workflow issues by checking event logs and the workflow processing log. The goal is to set up approval workflows for pre-posted documents in BCS that route tasks to appropriate users.

Uploaded by

Hayorbahmy
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
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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

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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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