Present pop-up to user on save of purchase requisition

[Hilsbos, Margaret A]

Mark,
 
Thanks for the suggestion but yes, we considered that and discarded it.
 
Our customers are very sensitive to "solutions" that seem to them to require more effort than their current approach (which is just to send an email to the first approver, and they "just know" who that is based on the requester ). The approvers don't want to receive emails for purchase reqs that are irrelevant to them,  and if we stop the workflow until the initiator realizes they actually need to execute that work item to choose the agent, it will slow down the process.
 
In reality it would NOT be that bad, and overall the workflow would be an improvement on the current process.  But I don't expect that I could sell it.
 
For what it's worth, whenever I've suggested this "express" first item solution on similar problems, the response is a grimace.   Maybe I just need to learn better sales skills?
 
So thanks but .... :-)
 
Margaret

-----Original Message-----
From: sap-wug-bounces at mit.edu [mailto:sap-wug-bounces at mit.edu]On Behalf Of Mark Pyc
Sent: Sunday, March 26, 2006 4:34 PM
To: SAP Workflow Users' Group
Subject: Re: Present pop-up to user on save of purchase requisition


G'day Margaret,
 
Have you considered the use of a "Priority 1" manual agent selection as the initial step. Depending on your system settings around such notifications this will mean that once the user saves the requisition the next dialog interaction (hitting enter for example) will present a pop-up telling them to execute the workitem. 
 
I've dealt with something similar before. It's not perfect but it's a reasonably cheap solution. The user can still ignore the pop-up but at least you've prompted them. 
 
Be aware that things can affect the visibility of the pop-ups (auto-forwarding for example), although I can't remember all the details.
 
Have fun,
Mark

 
On 3/24/06, Hilsbos, Margaret A < Margaret.Hilsbos at dayzim.com> wrote: 

Hello WUGers,

We are looking at implementing the purchase requisition workflow in a 4.6c system.  We are struggling with the logic for selecting the first approver in the release strategy. We have one person who creates requisitions for several departments, and currently they just email the appropriate approver.  If we use the standard rule with the IMG configuration to assign the approvers, the closest we can get is to assign the security role for the release code -- which returns too many agents.   The user exit doesn't seem to help because there is no value in the purchase requisition that can be used to determine the correct recipient, which is based on the requester, not the requisition creator.  The "requester" field doesn't help because that is a free text field (although only 12 characters). If that field required a SAP user id then we could use that to derive the correct recipient. 

After studying this I think it would be ideal if we could present the creator of the requisition with a "choose agent" dialog when they save the requisition. However here is a stumbling block -

How to get the dialog presented to the user when the purchase requisition is saved? I believe workflow doesn't do this, even if the first step is marked "advance with dialog". This general question keeps coming up in other contexts, too.  I searched SDN forum and WUG archives with no luck, except to find "it can't be done without a custom transaction" -  is that still the case? 

Does anyone have any other recommendations for the purchase requisition question?   Am I (hopefully) missing something obvious?

Any suggestions appreciated!


Margaret Hilsbos
Day & Zimmermann 


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