Defining EBP Spending and Approval Limits for shopping cart a ppro vals

[Martinek, Jerry]

Hi Jocelyn/Raju,
 
Thank you for your reply.
 
Our basket approval requirements will be based on a dollar component as well
as type of material in basket component. This means that some approval
scenarios will include both while most will only include the dollar based
component.
 
My assumption is that we'll need to use ad hoc agent assignment as outlined
in your book as well as build a custom approval workflow to accommodate the
maximum eight or nine approval steps (ie. Six for dollar and two/three
content).
 
Does our above requirement and assumed solution have any bearing on where
and how we store the limits?
 
Also, can you pass on any suggestions as far as our requirements and best
practice(s) for what the business wants to do?
 
Regards,
Jerry Martinek
 
-----Original Message-----
From: Dart, Jocelyn [mailto:jocelyn.dart at sap.com]
Sent: Tuesday, March 23, 2004 8:33 PM
To: SAP-WUG at MITVMA.MIT.EDU
Subject: Re: Defining EBP Spending and Approval Limits for shopping cart a
ppro vals
 
 
Hi Jerry,
Its more exciting than that.
You can actually define them in 3 places:
 
* In the relevant attributes in the org structure
* In the role
* In the user master
 
If you set limits at the user master, that overrides limits set at the role
level.
 
It works like this.  Firstly work out what is going to be easier for
maintenance.  Is the spending limit related to where you sit in the
organisation - then use org structure.  Is it based on your authority as a
manager/purchaser/whatever - then use the role.  Is it different for
different people - then use the user master.
 
But you can use these in combination.
 
Some of the sites I have been at have taken the following approach:
* Set the limits at the role, i.e. your limits are based on the role you
play within the organisation, manager, etc. You can of course create
whatever roles you need, e.g. first level manager role, senior manager role,
purchaser role, etc.
* If there are exceptions to the rule, override those limits at the user
master level.
 
Read the doco for more info, but generally the role level seems to suit most
customers best. E.g. in your case you would have a manager role, director
role, Vp role, etc. Regards, Jocelyn
 
-----Original Message-----
From: SAP Workflow [mailto:Owner-SAP-WUG at MITVMA.MIT.EDU] On Behalf Of
Martinek, Jerry
Sent: Wednesday,24 March 2004 11:23 AM
To: SAP-WUG at MITVMA.MIT.EDU
Subject: Defining EBP Spending and Approval Limits for shopping cart appro
vals
 
 
Hi,
 
I have a question regarding the definition of 'spending' and 'approval'
limits in an EBP 4.0 system integrated to a R3 4.6C backend. We're doing a
new install and we're trying to figure out whether you define the limits at
the 'User' level or at the 'Role' level or both.
 
We need to define six dollar based approval levels: Manager approval limit
100K, Director approval limit 250K, VP approval limit 500K, Executive
approval limit 1000K, CFO approval limit 3000K and CEO approval limit 'full
amount'.
 
Does anyone have any recommendations and/or experiences with either option.
 
 
Regards,
Jerry Martinek