Hierarchy
EA-PS (Software Component) SAP Enterprise Extension Public Services⤷
PSM-FM-MD (Application Component) Master Data⤷
FMCC (Package) FIFM: Cash budget management customizing
IMG Activity
| ID | _ISPSFM_N_WOROLBU | Role Definition: Preposted Budget in Budget Control System |
| Transaction Code | S_ALN_01000870 | (empty) |
| Created on | 20020201 | |
| Customizing Attributes | _ISPSFM_N_WOROLBU | Role Definition for Parked Budget for BCS |
| Customizing Activity |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | _ISPSFM_N_WOROLBU |
Note:
The settings affected here are exclusively reserved for the use of the Budget Control System (BCS).
Use
The following two workflow templates are available in the budget control system for a budget application, that is, posting budget provisionally:
- WS12300025
- WS12300026
If you activate one of these workflow templates, the following approval procedure is started when a budget entry document is posted provisionally:
Control of Approval Procedure using Entry Document Type
You can control the approval procedure of the workflow using the entry document type. You can then define whether a document type is activated for the workflow or not in the IMG activity Define Entry Document Type. In this way, you can define whether provisionally posted budget should be processed further with workflow when you are entering budget documents.
Process
The user determined by the role definition receives the provisionally posted budget for approval. If this budget application is accepted, the document is posted. The person who sent the application is informed about the approval via e-mail. This procedure is the same in both workflow templates.
If the application is rejected, the procedure is different in the two workflow templates. In Workflow template WS12300025, the applicant is only informed about the rejection via e-mail - in workflow template WS12300026; the applicant is asked to restart the provisional posting of the budget document in their inbox. The rejected document can be used as a template for this.
You activate the workflow template in the workflow builder (transaction SWDD). Enter the workflow template, choose Enter and then Basic Data. Choose the tab page Version-Independent (task) and check that the following entries are there:
Object category BO
Object type BUS0050
Event PREPOSTEDDOCCREATED
The data flow for event and workflow must be defined in the following way:
Event Workflow
&_EVT_OBJECT& &BUS0050&
&_EVT_CREATOR& &_WF_INITIATOR&
Make this entries yourself if necessary and activate the workflow template by selecting the column active. The workflow template is active if a green traffic light appears in the column.
Role definition for provisional posting of budget in the budget control system is used in the workflow templates for the following standard tasks:
12300025 decision on provisionally posted budget
The role definition only restricts the possible processors of a standard task. To use the workflow you therefore have to assign the possible processors to the standard tasks of the workflow tempate that require the dialog with a user. For the workflow template WS12300025 you have to maintain the processor assignment for the standard task TS12300025 and the standard tasks TS12300025 and TS12300027 for workflow template WS12300026.
Procede as follows:
- From SAP Easy Access choose Tools -> ABAP Workbench -> Development -> Workflow -> Definition Tools -> Tasks/Task Groups -> Display (transaction PFTC_DIS).
- Enter the appropriate standard task and select Display.
- Select Additional Data -> Processor Assignment -> Maintain and assign the relevant processor to the standard task.
Standard Settings
SAP delivers two approval levels in the standard system for the provisional posting of budget entry documents. Note that you must define two approval levels when using the standard in role definition. If no processor is found for a budget application via role definition, the workflow item has the status incorrect.
If you only use the standard as a template and copy it, you can increase or decrease the number of approval levels by changing the initial value of the work flow container element l_counter_max. Note that is you increase the number of steps, you have to maintain the role definition as well.
Role Definition
The role 12300004 only includes entries in the role definition for the document class BCSBU, document type 910 and the activity 01 (approve).
In the role definition, you can decide which processor is responsible for the approval using the account assignment in the posting and the amount. Before you carry out the actual role definition, create account assignment groups and amount groups. Then in the role determination assign a fiscal year and the activity 01 (approve) for your FM area and organizational units, jobs and positions for the different amount and account assignment groups. You can assign these elements to users in the organizational structure.
All line items of an entry document are used for role definition. Only users that are determined in each line item of a document using role definition receive the budget application in their inbox.
Requirements
You activated an entry document type for the approval procedure by setting the indicator workflow for the document type.
Standard settings
Activities
Example
An entry document has two lines
User A and user B are determined as possible processors for the first line item.
User A and user C are determined as possible processors for the second line item
- Role definition standard delivery:
- Only user A receives the budget application in the inbox.
- Modified role definition:
- Users A, B and C receive the budget application in their inbox.
If the document is rejected by one of the possible users in an approval level, the document is rejected and the approval procedure is terminated. The employee who posted the rejected budget provisionally is informed about the rejection by the workflow. This happens the in workflow template 12300025 via e-mail. In workflow template 12300026, the user can create a new document using the rejected document. Otherwise the templates are identical.
Note that a budget entry document that is in an approval procedure cannot be processed in the budgeting workbench. Documents like these cannot be posted or reversed.
Business Attributes
| ASAP Roadmap ID | 204 | Establish Functions and Processes |
| Mandatory / Optional | 2 | Optional activity |
| Critical / Non-Critical | 2 | Non-critical |
| Country-Dependency | A | Valid for all countries |
Assigned Application Components
| Documentation Object Class | Documentation Object Name | Current line number | Application Component | Application Component Name |
|---|---|---|---|---|
| SIMG | _ISPSFM_N_WOROLBU | 0 | ALN0000195 | Budgeting |
Maintenance Objects
| Maintenance object type |
History
| Last changed by/on | SAP | 20020208 |
| SAP Release Created in | 110 |
