PO Workflow (Mark Pyc)

Susan R. Keohan keohan at ll.mit.edu
Mon Mar 5 17:09:01 EST 2007


Hi Monique,

I think that's up to your MM person, to configure release strategies in 
a way that they react to Account Assignment changes.  It was a long time 
ago for me, but I think maybe it's in the Classification data of the 
release strategies ?

Cheers,
Sue
Stephens, Monique S L wrote:
> I had asked some questions below and got some good responses.  Now, we 
> are actually ready to begin configuring the system and have run into a 
> roadblock.
>  
> If the account assignment only changes on a PO, we want workflow to 
> restart if the PO meets a certain total value.  If the value of the PO 
> does not change, how can we get the release strategy reset on an account 
> change only?
>  
> Monique Stephens
> 
> ------------------------------------------------------------------------
> *From:* sap-wug-bounces at mit.edu [mailto:sap-wug-bounces at mit.edu] *On 
> Behalf Of *Mark Pyc
> *Sent:* Monday, March 13, 2006 10:09 AM
> *To:* SAP Workflow Users' Group
> *Subject:* Re: PO Workflow (Mark Pyc)
> 
> G'day Monique,
>  
> Typically the event 'BUS2012.ReleaseStepCreated' would be the trigger to 
> your Workflow.
>  
> Splitting symantic hairs it's not that the release strategies apply once 
> they are in WF, but that a release strategy being invoked will be the 
> trigger to start the WF process. On this basis WF will only start when a 
> change is 'significant' which means when a release strategy is applied 
> or reset. When you configure the release strategy you can control 
> tolerances of the changes allowed before a release is reset and WF 
> restarted.
>  
> I'm not sure if existing PO's are changed to use a new Release Strategy 
> if they are created initially without one and then changed after the 
> config changes to set up the new strategy, but I would have thought so. 
> As such I don't think existing POs should be a problem for you.
>  
> If you have both SRM generated and normal backend created PO's you may 
> need to use start conditions based on Doc Type if you want difference WF 
> processes to be invoked.
>  
> Good luck,
> Mark
> 
>  
> On 13/03/06, *Stephens, Monique S L* <moniques at bcm.tmc.edu 
> <mailto:moniques at bcm.tmc.edu>> wrote:
> 
>     All of our PO's will be subject to the same release strategies once
>     they are in workflow.  The problem I have right now is that I don't
>     know how to get the PO's into a workflow process if they were never
>     subject to workflow before.  I have found a way to start
>     workflow.  But, it would then start
>     regardless of type of change made.  This may not be so bad
>     considering the fact that the user has made some type of change.
> 
>     Monique
> 
>     -----Original Message-----
>     From: sap-wug-bounces at mit.edu <mailto:sap-wug-bounces at mit.edu>
>     [mailto:sap-wug-bounces at mit.edu <mailto:sap-wug-bounces at mit.edu>] On
>     Behalf Of Antonio, Bryan
>     Sent: Friday, March 10, 2006 2:33 PM
>     To: sap-wug at mit.edu <mailto:sap-wug at mit.edu>
>     Subject: Re: PO Workflow (Mark Pyc)
> 
>     Hi Monique,
> 
>     Let me give Q1 a shot. How about creating a function module that
>     will be called by the user exit for determining the release strategy
>     for SRM PO's. I'm not sure if the user exit for regular PO creation
>     is the same as for PO created through SRM. You can also throw some
>     codes in the so-called FM that
>     will check certain criteria (account assignment, item category, qty,
>     etc.). If these criteria are not met, the FM can return a blank
>     release strategy (PO is not subject for release - then workflow
>     won't start). It sounds like you already have the customizing
>     settings for PO release strategy. Would
>     the SRM PO have a different release strategy?
> 
>     Regarding PO auto-release, how about executing ME28 (Collective
>     Release) in background using specific criteria for the PO's you want
>     released.
> 
>     I hope this helps.
> 
>     Thanks,
>     Bryan
> 
>     ----------------------------------------------------------------------
> 
>     Message: 1
>     Date: Fri, 10 Mar 2006 18:12:56 +0000
>     From: "Mark Pyc" < mark.pyc at gmail.com <mailto:mark.pyc at gmail.com>>
>     Subject: Re: PO Workflow
>     To: "SAP Workflow Users' Group" <sap-wug at mit.edu
>     <mailto:sap-wug at mit.edu>>
>     Message-ID: < 23f0a78a0603101012k549a818fx at mail.gmail.com
>     <mailto:23f0a78a0603101012k549a818fx at mail.gmail.com>>
>     Content-Type: text/plain; charset=ISO-8859-1
> 
>     I don't know of a way to auto-release. I'm talking about creating a
>     new WF which is a cut back version of your approval WF. Just take
>     out all the approval stuff and leave the release. I haven't sussed
>     it entirely yet, but there will be something that can be used in a
>     Start Condition so that this
>     auto release WF only starts for brand new EC purchase orders.
> 
>     Hope this helps.
> 
>     Mark
> 
>     On 10/03/06, Stephens, Monique S L <moniques at bcm.tmc.edu
>     <mailto:moniques at bcm.tmc.edu>> wrote:
>      > Mark,
>      >
>      >        Thank you for responding back so quickly.
>      >
>      >        A charge source is the wording I have used for cost center or
>     WBS element.  I believe the appropriate SAP word would be account
>     assignment.
>      >
>      >        In regards to question #1, is there a way to automatically
>     release the PO's already in the system or is this something that
>     will only work after workflow is changed?
>      >
>      > Monique
>      >
>      > -----Original Message-----
>      > From: sap-wug-bounces at mit.edu <mailto:sap-wug-bounces at mit.edu>
>     [mailto:sap-wug-bounces at mit.edu <mailto:sap-wug-bounces at mit.edu>] On
>     Behalf Of Mark Pyc
>      > Sent: Friday, March 10, 2006 9:46 AM
>      > To: SAP Workflow Users' Group
>      > Subject: Re: PO Workflow
>      >
>      > G'day Monique,
>      >
>      > Firstly, 'only a functional person'??  Come now, big up yourself.
>     Most
>     of us are only WF people.
>      >
>      > I'm looking at the same thing currently. I'll have a crack at numbers
>      > 1 & 3, but as I'm only a WF person I'm not sure what a 'charge
>     source'
>      > is so will leave 2 for someone else.
>      >
>      > 1. You can't have the Release strategy kick in only on change,
>     but you
>     can have a WF which will automatically release in the background on
>     first creation. That way when the Approved cart is brought across as
>     a PO it will block and then be automatically released by WF. Any
>     future changes (depending
>      > on your Release Strategy config around tolerances
>      > etc) will cause the Release Strategy to kick in again. At that point
>     you can have an approval WF.
>      >
>      > 3. Before you offer the approval step you could store in a container
>     the current value of the header notes and have validation in the
>     tail end of the method to ensure that it had changed before
>     completing the Workitem. Developer stuff, but not difficult.
>      >
>      > Have fun,
>      > Mark
>      >
>      > On 10/03/06, Stephens, Monique S L <moniques at bcm.tmc.edu
>     <mailto:moniques at bcm.tmc.edu>> wrote:
>      > > Hello fellow workflowers!  I had posed this question before but
>     cannot
>      > > find the response I received.  But, the criteria has changed a bit
>     and
>      > > I need some input.  I am not an expert at workflow.  I am only a
>     functional person.
>      > >  We have another person here that actually does the technical
>     aspects
>      > > of workflow.  Therefore, please give me good details as to what
>     needs
>      > > to be done if it is possible or not.
>      > >
>      > >
>      > > Prior to SRM, our users created PO's that would then route through
>      > > workflow for approvals at several levels (department,
>     Environmental
>      > > Safety, Grants, Finance, then Purchasing).  We have most of
>     this set
>      > > up in configuration with the different release levels, codes, and
>      > > indicators, as well as within the workflow logic.
>      > >
>      > > Once we went live with SRM, users were creating shopping carts that
>      > > would route through workflow.  The PO would be created
>     automatically
>      > > on the R3 side for catalog orders or converted into a PO by our
>      > > Purchasing department for non-catalog orders.  These PO's are not
>     set
>      > > up to go through any workflow.  Users are not allowed to make
>     changes to these particular PO's.
>      > > Obviously, that has been a BIG issue with our departments that
>     were
>      > > used to making valid changes (different charge source, remove
>      > > commitments, add header notes, etc.).  We have therefore decided to
>      > > implement a workflow that will encompass our pre-SRM PO
>     workflow as
>      > > well as the SRM PO's.  This is where the questions begin.
>      > >
>      > > 1.  For the SRM PO's, they do not currently have a release status
>      > > since they have not gone into workflow before.  How do you tell
>     the
>      > > system that workflow should only begin for these PO's if certain
>      > > criteria are met?  Is this something that can be done in
>     configuration
>      > > with the other release steps?  Once a release status is given, it
>      > > should follow the workflow we already have in place.
>      > >
>      > > 2.  If a charge source is changed, is that something done in
>      > > configuration or the workflow logic?
>      > >
>      > > 3.  If a PO is changed, how can we ask the users to put
>     something in
>      > > the header notes explaining what was changed as part of a
>     validation?
>      > >
>      > >
>      > > Monique Stephens
>      > > SAP Analyst
>      > > Baylor College of Medicine
>      > > 713-798-1349
>      > > 713-798-1326 (FAX)
>      > >
>      > > _______________________________________________
>      > > SAP-WUG mailing list
>      > > SAP-WUG at mit.edu <mailto:SAP-WUG at mit.edu>
>      > > http://mailman.mit.edu/mailman/listinfo/sap-wug
>      > >
>      > >
>      > >
>      >
>      > _______________________________________________
>      > SAP-WUG mailing list
>      > SAP-WUG at mit.edu <mailto:SAP-WUG at mit.edu>
>      > http://mailman.mit.edu/mailman/listinfo/sap-wug
>      >
>      > _______________________________________________
>      > SAP-WUG mailing list
>      > SAP-WUG at mit.edu <mailto:SAP-WUG at mit.edu>
>      > http://mailman.mit.edu/mailman/listinfo/sap-wug
>      >
> 
> 
> 
>     ------------------------------
> 
>     Message: 2
>     Date: Fri, 10 Mar 2006 12:29:28 -0700
>     From: "Sims, Lori A" <Lori.Sims at northwestern.com
>     <mailto:Lori.Sims at northwestern.com>>
>     Subject: Please Help
>     To: < sap-wug at mit.edu <mailto:sap-wug at mit.edu>>
>     Message-ID: <9C23820F8A3AB340889A4F0FD4C2D7B9956EA8 at nwr109.nwenergy
>     <mailto:9C23820F8A3AB340889A4F0FD4C2D7B9956EA8 at nwr109.nwenergy>>
>     Content-Type: text/plain; charset="us-ascii"
> 
>     Hello,
> 
>                I am fairly new to SAP Workflow.  I am working with a
>     custom workflow that we have cloned from a standard SAP
>     workflow.  We have added a decision step and now want the decision
>     step with all of its
>     options in a loop until.    I am having problems adding a loop until
>     that will include all of the decision step and all of its
>     options.  Can anyone, please advise.  We are on 4.6C and since you
>     can only select one step and then insert the Loop until - the loop
>     until only includes my decision and not the options.  Should I have
>     created the Loop Until step first and
>     then inserted the decision step inside the loop.  Is order of steps
>     my problem here?  Thanks in advance for any help.
> 
> 
> 
>     Lori Sims
> 
>     Application Development
> 
>     (406)497-3632
> 
>     lori.sims at northwestern.com <mailto:lori.sims at northwestern.com>
> 
> 
> 
> 
> 
>     This message is for the named person's use only. It may contain
>     confidential, proprietary or legally privileged information. No
>     confidentiality or privilege is waived or lost by any mistransmission.
>     If you receive this message in error, please immediately delete it
>     and all copies of it from your system, destroy any hard copies of it
>     and notify the sender. You must not, directly or indirectly, use,
>     disclose, distribute, print, or copy any part of this message if you
>     are not the intended
>     recipient. NorthWestern Corporation and its subsidiaries each
>     reserve the right to monitor all e-mail communications through its
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>     ------------------------------
> 
>     Message: 3
>     Date: Fri, 10 Mar 2006 11:58:29 -0800
>     From: Sandip Jana <sandip.jana at in.ibm.com
>     <mailto:sandip.jana at in.ibm.com>>
>     Subject: RE: Object Services for custom business object
>     To: "SAP Workflow Users' Group" < sap-wug at mit.edu
>     <mailto:sap-wug at mit.edu>>
>     Message-ID:
> 
>     <OFB140423A.5961A13A-ON8825712D.006C3E0C-8825712D.006C4A23 at in.ibm.com
>     <mailto:OFB140423A.5961A13A-ON8825712D.006C3E0C-8825712D.006C4A23 at in.ibm.com>>
>     Content-Type: text/plain; charset="utf-8"
> 
>     Thanks a lot.. This helped me a lot.
> 
>     Thanks,
>     Sandip
> 
> 
> 
> 
>     "Tiwari, Rammanohar" < rammanohar.tiwari at logicacmg.com
>     <mailto:rammanohar.tiwari at logicacmg.com>> Sent by:
>     sap-wug-bounces at mit.edu <mailto:sap-wug-bounces at mit.edu>
>     03/09/2006 10:25 PM
>     Please respond to
>     "SAP Workflow Users' Group"
> 
> 
>     To
>     "SAP Workflow Users' Group" < sap-wug at mit.edu <mailto:sap-wug at mit.edu>>
>     cc
> 
>     Subject
>     RE: Object Services for custom business object
> 
> 
> 
> 
> 
> 
>     The links below might be of some help to you...
>     http://www.geocities.com/rmtiwari/Resources/Training/BusinessWorkflow/SA
>     PApplicationDevelopment.htm
>     or
>     http://www.geocities.com/rmtiwari/Resources/Training/BusinessWorkflow/SA
>     <http://www.geocities.com/rmtiwari/Resources/Training/BusinessWorkflow/SA>
>     PApplicationDevelopment.pdf
>     Cheers,
>     Ram
>     -----Original Message-----
>     From: sap-wug-bounces at mit.edu <mailto:sap-wug-bounces at mit.edu>
>     [mailto:sap-wug-bounces at mit.edu <mailto:sap-wug-bounces at mit.edu>]On
>     Behalf
>     Of
>     Sandip Jana
>     Sent: Friday, March 10, 2006 6:50 AM
>     To: SAP Workflow Users' Group
>     Subject: RE: Object Services for custom business object
> 
> 
>     Hi Richard,
> 
>     Do you have any link or copy of Practical Workflow book?
> 
>     Thanks,
>     Sandip
> 
>     IBM Global Service India Pvt. India
>     Solution Delivery Centre, Kolkata
>     E-mail: sandip.jana at in.ibm.com <mailto:sandip.jana at in.ibm.com>
>     Phone:  +91 33 2367 5700, Ext. 2242
>     Mobile: +91 9830744306
> 
> 
>     "Richard Marut" <rvmarut at earthlink.net <mailto:rvmarut at earthlink.net>>
>     Sent by: sap-wug-bounces at mit.edu <mailto:sap-wug-bounces at mit.edu>
>     03/09/2006 04:51 PM
> 
>     Please respond to
>     "SAP Workflow Users' Group"
> 
> 
> 
>     To
>     "'SAP Workflow Users' Group'" <sap-wug at mit.edu <mailto:sap-wug at mit.edu>>
>     cc
> 
>     Subject
>     RE: Object Services for custom business object
> 
> 
> 
> 
> 
> 
> 
> 
>     You can find it in the Practical Workflow book in sections 13.3.4 and
>     13.3.5
> 
>     Richard?
> 
> 
> 
> 
>     From: sap-wug-bounces at mit.edu <mailto:sap-wug-bounces at mit.edu>
>     [mailto:sap-wug-bounces at mit.edu <mailto:sap-wug-bounces at mit.edu>] On
>     Behalf
> 
>     Of Sandip Jana
>     Sent: Thursday, March 09, 2006 6:56 PM
>     To: sap-wug at mit.edu <mailto:sap-wug at mit.edu>
>     Subject: Object Services for custom business object
> 
> 
>     Hi,
> 
>     I have created a custom business object. I also have a custom
>     transaction
>     to display some info. How could I configure the object services for my
>     custom object? Any help will be appreciated.
> 
>     Thanks,
>     Sandip_______________________________________________
>     SAP-WUG mailing list
>     SAP-WUG at mit.edu <mailto:SAP-WUG at mit.edu>
>     http://mailman.mit.edu/mailman/listinfo/sap-wug
> 
> 
> 
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>     ------------------------------
> 
>     Message: 4
>     Date: Fri, 10 Mar 2006 16:47:12 -0300
>     From: "Gavin Mooney" <gavinmooney at gmail.com
>     <mailto:gavinmooney at gmail.com>>
>     Subject: Re: Please Help
>     To: "SAP Workflow Users' Group" <sap-wug at mit.edu
>     <mailto:sap-wug at mit.edu>>
>     Message-ID: < 7a545e270603101147k60d8bfcfm at mail.gmail.com
>     <mailto:7a545e270603101147k60d8bfcfm at mail.gmail.com>>
>     Content-Type: text/plain; charset=WINDOWS-1252
> 
>     Hi Lori,
> 
>     When you create a new loop it's added with nothing "inside" it, you
>     then add all the steps that you want to be in the loop. If you've
>     already created your decision step you should be able to cut and paste
>     it (and all of it's options should be copied at the same time, as they
>     form a block together) into the loop. You do of course risk the wrath
>     of the buggy workflow builder though - on 4.6C I often found copying
>     and pasting didn't do exactly what I was expecting. Save the workflow
>     first!
> 
>     HTH
>     - Gavin
> 
>     2006/3/10, Sims, Lori A < Lori.Sims at northwestern.com
>     <mailto:Lori.Sims at northwestern.com>>:
>      >
>      >
>      >
>      > Hello,
>      >
>      >             I am fairly new to SAP Workflow.  I am working with a
>     custom
>      > workflow that we have cloned from a standard SAP workflow.  We have
>     added a
>      > decision step and now want the decision step with all of its options
>     in a
>      > loop until.    I am having problems adding a loop until that will
>     include
>      > all of the decision step and all of its options.  Can anyone, please
>     advise.
>      >  We are on 4.6C and since you can only select one step and then
>     insert
>     the
>      > Loop until ? the loop until only includes my decision and not the
>     options.
>      > Should I have created the Loop Until step first and then inserted
>     the
>      > decision step inside the loop.  Is order of steps my problem here?
>     Thanks
>      > in advance for any help.
>      >
>      >
>      >
>      > Lori Sims
>      >
>      > Application Development
>      >
>      > (406)497-3632
>      >
>      > lori.sims at northwestern.com <mailto:lori.sims at northwestern.com>
>      >
>      >
>      >
>      >
>      >
>      > This message is for the named person's use only. It may contain
>      > confidential, proprietary or legally privileged information. No
>      > confidentiality or privilege is waived or lost by any
>     mistransmission.
>     If
>      > you receive this message in error, please immediately delete it and
>     all
>      > copies of it from your system, destroy any hard copies of it and
>     notify the
>      > sender. You must not, directly or indirectly, use, disclose,
>     distribute,
>      > print, or copy any part of this message if you are not the intended
>      > recipient. NorthWestern Corporation and its subsidiaries each
>     reserve
>     the
>      > right to monitor all e-mail communications through its network.
>      >
>      >
>      >
>      >
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>      >
>      >
>      >
> 
> 
> 
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-- 
Susan R. Keohan
SAP Workflow Developer
MIT Lincoln Laboratory
244 Wood Street
LI-200
Lexington, MA. 02420
Phone: 781-981-3561
Fax:   781-981-1607
keohan at ll.mit.edu



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