SAP ABAP IMG Activity TRTM_RELEASE_WF_DEF (Adjust/Copy Workflow Template)
Hierarchy
☛ EA-FINSERV (Software Component) SAP Enterprise Extension Financial Services
   ⤷ FIN-FSCM-TRM-TM (Application Component) Transaction Manager
     ⤷ FTAC (Package) R/3 customizing for Treasury money, forex, forward
IMG Activity
ID TRTM_RELEASE_WF_DEF Adjust/Copy Workflow Template  
Transaction Code S_ALR_87007942   IMG Activity: TRTM_RELEASE_WF_DEF 
Created on 19981222    
Customizing Attributes TRTM_RELEASE_WF_DEF   Adjust/Copy Workflow Template 
Customizing Activity TRTM_RELEASE_WF_DEF   Adjust/copy workflow template 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name TRTM_RELEASE_WF_DEF    

This document explains the procedure for implementing the release workflow for financial transactions. Several steps are involved:

Requirements

  1. You have made the standard Customizing settings for the workflow (IMG path: R/3 Basis Implementation Guide -> Base -> Business Management -> SAP Business Workflow) (mandatory).
  2. If you want to make customer-specific changes to the workflow template delivered with the system, copy the workflow template WS 20000139 called TRTMTR_DL_RL and the workflow subtemplate WS 20000138 called TRTMTR_NO_CH, and make your changes there (optional).

Procedure:

  1. Execute this IMG activity. A dialog box appears. Choose Adjust Workflow Template. The Task: Maintain screen appears (transaction FNCW2).
    (You can also use transaction PFTC Task: Maintain, or choose the following path in the application menu: Tools -> Business Workflow -> Development -> Definition Tools -> Tasks/Task Groups -> Copy)
  2. Choose task type Workflow template and the task 20000138 or 20000139.
  3. Choose Task -> Copy or the corresponding pushbutton.
  4. The Copy Task dialog box appears. Enter a key and a name for the new workflow template (remember to use the customer name space).
  5. Make your changes to the workflow template. .

Note:
To call up the workflow documentation, choose Help -> Application help.
  1. Activate the workflow template you have copied and changed.

If you do not want to make any changes, you can also use the template or standard role delivered with the system.

Activities

  1. Execute this IMG activity. A dialog box appears. Choose Define Standard Role. The Maintain Standard Role screen appears (transaction FNCW1).
  2. Display the standard role 20000034 (key: TRTMTR_DEAL) (mandatory)

On the Responsibilities tab, define the responsibilities required for the individual approval steps and assign agents to these responsibilities.

Procedure:

  1. Branch to the Responsibilities tab and create the required responsibilities/roles.

- 1-step: Agent
- 2-step: Agent, 1st approval
- 2-step: Agent, 2nd approval
- A 3-step release procedure would require three agent roles.
  1. When you define the responsibilities, set the "current approval level" to the corresponding value, and the "release steps" to the maximum possible number of release steps.
  2. To enter the agents, position the cursor on the corresponding responsibility and choose Insert agent assignment (pushbutton). You can now enter the user, workplace, job, organizational unit, person, or position.
  3. Standard role 20000035 (addressee for missed deadlines in the workflow): Enter one or more agents/positions to be informed when deadlines are not kept.

  1. Once you have created all the responsibilities and assigned agents to them, exit the screen. The dialog box reappears. Choose Adjust Workflow Template.

    Note:

    You can use the standard role 20000035 to define several agents/positions to be contacted when deadlines are missed.

  2. Since this workflow is triggered by an event, you must activate event linkage for the workflow you are using (mandatory).

Procedure:

  1. Display your own customer task or the SAP workflow template WS 20000139.
  2. Branch to the Triggering events tab.
  3. Select the event TO_BE_APPROVED with the object type BUS2042 and choose Edit -> Event -> Activate/deactivate linkage.
  4. Save the workflow task.
Business Attributes
ASAP Roadmap ID 203   Establish Master Data 
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 TRTM_RELEASE_WF_DEF 0 KFM0000009 Transaction Management 
Maintenance Objects
Maintenance object type C   Customizing Object 
Assigned objects
Customizing Object Object Type Transaction Code Sub-object Do not Summarize Skip Subset Dialog Box Description for multiple selections
TBC5 T - Individual transaction object TBC5 00000001 Define standard role 
TBC5 T - Individual transaction object TBC6 00000002 Transaction release: Adjust workflow 
History
Last changed by/on SAP  20000718 
SAP Release Created in