Appropriation Request authorizations

How can I manage my Appropriation Request if one of the steps requires a project to determine its outcome (approval/refusal)?
My setup is as follows:
Appropriation Request 1 approval:
Step 1: Approve (y/n)
y
Step 2: Approve (y/n)
y
Step 3: Approve (y/n)
>>>> Create additional Appropriation Request
>>>> Appropriation Request outcome (if y then y, else n)
Step 4: Approve (y/n)
y
Step 5: Approve (y/n)
Appropriation Request approved >>> Investment Measure creation.
The reason for having this set up is because the authorizor might require a team of resources to analyze some factors to determine the outcome.
Is this possible to set up in SAP Investment Mangament?
If so how?
Kindest Regards,
Vero

Hi Veronica,
If you are not using user status, then you can built different user status approval as user status.
These status can be activated at created between released, once the final status is reached, it can be released.
But you need to restrict the same with roles and authorization and requires security resource to complete the activity.
Another way is my using Person Involved, you can maintain the partner function and determine the list of approvers and you can also trigger email based on this. May be bit of Abap work is required.
Regards
Terence

Similar Messages

  • IM - Appropriation Request approval authorization based on Budget Value

    Hi all,
    Can someone help me confirm the following?
    I'm implementing Investment Management module and use appropriation request (AR) to approve budgets where AR statuses can be approved only by certain authorization groups, and we do not use Workflow. The problem is that we want the status change not only based on authorization but combined with the budget value. For example, for budget <50,000 then Superintendants can approve the AR but if it's >50,000 then only Managers can approve the AR.
    As far as I've looked, IM module does not provide this functionality where authorization can be restricted based on budget value. Can someone confirm this?
    Thx very much in advance!
    cheers,
    -Ri-

    The standard AR workflow sends a notification (document once approved) to the applicant and workflow to the approver (for approval). For details refer the link below:
    http://help.sap.com/saphelp_erp60_sp/helpdata/en/2a/f9f542493111d182b70000e829fbfe/content.htm
    Standard reports under Investment Management>Appropriation Requests>Reports on Appropriation Requests>Master Data Lists ex.,T Code IMR5 - Appropriation Request Without Distribution Without Variants with changed layout to include system status would show you the required information.
    Regards
    Sreenivas

  • Attaching File to Appropriation Request - IMA11

    Hi,
    I would like to know if there is a way to attach attachments to an appropriation request via IMA11.
    Thanks!
    Vivian

    Dear Vivian,
    We can attach files i.e PDF, DOS, XLS, PPT, etc to a Appropriation request.
    Go to System option on the menu (near the Help TAB)
    Drill down and select Services for Objects
    A new Tool Bar will be displayed. Select the first Option to create Attachments against the displayed Appropriation Request.
    You might have to check the Authorization provided in the IMA11 role assigned to your ID. If authorization is not provided then you might not be able to attach the files.
    For this use the Object
    Manually   S_BDS_DS
    Activity                                       
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    Business Document Service: Class
    BUS2012
    BUS2204
    CL_COSTING_MODEL
    CL_COSTING_MODEL_VALUATION
    DEVC_STXD_BITMAP
    Business Document Service: Class
    BO     Business Object Repository object
    CL     Object from class library
    OT     Other objects
    Provide points if solution is helpful
    Regards
    Vikat

  • IMA11: avoiding that an user can reject the appropriation request "created"

    Hi All,
    with reference to the t.code IMA11 (create/change an appropriation request),
    an appriopriation request has the systen status "created".
    I wonder if is possible to avoid that, for the appropriation request which has the status "created",
    a certain user can choose the botton 'reject' in the tab "control data".
    In PFCG, for the authorization object A_IMA_BUK I can't exclude that activity.
    Coul anyone help me?
    Thanks

    Use Substitution for passing it from level 1 to below WBS:
    Prerequisite:
    PROJ-PROFL = 'ABC' AND PRPS-STUFE >= '1'
    Substitute
    PRPS-ASTNR = " A"
    PRPS-VERNR = "B"
    This will help for Person Responsible and Application Number.
    However for Partner function you have to use Exit and wirte code.
    Thanks
    Sarang

  • Appropriation Request Statuses

    Is it possible to restrict the authorization for Appropriation Requests using just system statues.
    e.g. Planner created an appr req. He should be able to change the appr req as long as the system status is 'Created'. but once he set the status to 'For Approval' and sent the appr req for approval process, he shouldn't have the flexibility to change the master data during approval process. how do i restrict this?
    Is there a database table where appropriation request statuses are saved?
    what would be the criterion if i had to create a custom authorization object?

    Hi Ravindra,
    You can achieve this with a combination of System & User Status. Do as below;
    1. Create a status profile and assign to object type Appropriation request
    2. Create one user status as 'Created'. Set it as initial status.
    3. Create other user status as 'For Approval'. In Business Transaction screen, for transaction 'Submit for approval' tick the Radio Button 'SET'. The effect will be that as soon as user Presses 'For Approval' , this corresponding user status will be set-up automatically.
    Now in this user status 'For Approval' restrict whatever Biz Transaction you want to restrict.
    Any user who uses these statuses will need to have following authorization objects in their profile
       1. B_USERSTAT
       2. B_USERST_T
    with regards,
    Ravi Shrivastav

  • Report for IM (appropriation request ) and MM (PO/GRN)

    Hi Friends,
    Is there a report which shows the appropriation request (IM module) and the purchase order / grns created for a particular appropriation request (internal order).
    pls. suggest...
    Pankaj

    Hi Friends,
    Please refer revise query
    Is there a report which shows the investment order-internal order (IM module) and the purchase order / grns created for a particular appropriation request (internal order).
    pls. suggest...

  • Appropriation Request: Status 'In process' after all approvals (IMA11)

    Hello,
    We are using IMA11 and associated workflow tasks to create and approve a appropriation request. Occasionally, the status of the appropriation request wouldn't change to 'Approved' even after all the approvals. When we look at the corresponding workflow, the status of the task "New status for appropriation requests" would be 'In process'. There would be no error messages shown in the workflow log and there won't be any short dumps.
    The same appropriation request, when restarted for the second or third time, would complete without any issues and the status of the appropriation request would change to 'Approved'.
    Can someone let me know what could be the reason for occasional failure of the appropriation request workflow?
    Thanks,
    Surya

    Here is another issue for the same workflow approval process.
    There are 4 approval levels. Identifying the agent and the approval happens in a loop.
    Occasionally, the workitem fails with the message 'Work item XXXXXXXX locked by user XXXXXXX (enqueue error)' The workitem is  getting locked by the previous approver. Is there any specific reason for this lock or do I need to add a wait step for each loop?
    The approver, approves the workitem from his Business Workplace. I checked other threads, but I am not able to figure out a reason. These are all synchronous processes.
    Thanks,
    Surya

  • Error message while creating Appropriation Request

    Hey there,
    I am getting Error message while creating Appropriation Request.
    I have done all the confiig according to SAP Best Practices U30 Investment Management.
    When going into transaction IMA11(Create an AR) I can full in all fields but as soon as I click on the Control Tab I get a Run time error. Also when attempting to save the AR without clicking on the Control tab I get this message.
    Any help would be greatly appreciated
    RAISE_ exception
    Runtime Errors         RAISE_EXCEPTION                                                            
    Date and Time          18.07.2011 07:15:07                                                                               
    ShrtText                                                                               
    Exception condition "ERROR_IN_STATUS" raised.                                                                               
    What happened?                                                                               
    The current ABAP/4 program encountered an unexpected                                         
         situation.                                                                               
    Error analysis                                                                               
    A RAISE statement in the program "SAPLAIA_TOOL" raised the exception                         
         condition "ERROR_IN_STATUS".                                                                 
         Since the exception was not intercepted by a superior program                                
         in the hierarchy, processing was terminated.                                                                               
    Short description of exception condition:                                                                               
    For detailed documentation of the exception condition, use                                   
         Transaction SE37 (Function Library). You can take the called                                 
         function module from the display of active calls.                                            
    Trigger Location of Runtime Error                                                                
         Program                                 SAPLAIA_TOOL                                         
         Include                                 LAIA_TOOLU11                                         
         Row                                     119                                                  
         Module type                             (FUNCTION)                                           
         Module Name                             AIA_TOOL_GET_STATUS                      
    Source Code Extract                                                                               
    Line  SourceCde                                                                               
    89 *                TYPE       = SY-MSGTY                              
        90 *                CL         = SY-MSGID                              
        91 *                NUMBER     = SY-MSGNO                              
        92 *                PAR1       = SY-MSGV1                              
        93 *                PAR2       = SY-MSGV2                              
        94 *                PAR3       = SY-MSGV3                              
        95 *                PAR4       = SY-MSGV4                              
        96 *           IMPORTING                                               
        97 *                RETURN     = ls_return.                            
        98 *   endif.                                                          
        99 *   if not ls_return is initial.                                    
       100 *      append ls_return to return.                                  
       101 *      raise error_in_status.                                       
       102 *   endif.                                                          
       103 *                                                                   
       104 *  Füllen der Ausgabetabellen                                       
       105    perform fill_output_tables tables lt_status                      
       106                                      lt_jsto                        
       107                                      et_appreq_status               
       108                                      et_appreqvarnt_status          
       109                                      et_appreq_user_status          
       110                                      et_appreqvarnt_user_status     
       111                                      lt_objnr                       
       112                                      lt_objnr_varnt                 
       113                                      lt_return                      
       114                               using  i_language                     
       115                                      i_with_text.                   
       116                                                                     
       117    if not lt_return[] is initial.                                   
       118       append lines of lt_return to return.                          
    >>>>>       raise error_in_status.                                        
       120    endif.                                                           
       121                                                                     
       122                                                                     
       123 ENDFUNCTION.

    Hi,
    You said you are trying to do this stuff in IDES right.
    If you are using IDES provided by a company and where many people play on IDES, then you can get many such issues...
    This is by our experience.  Today you do something in IDES and tommorow that thing or config is screwed up by others.
    If you have your own IDES, then check the suggestion given by the forum Guru's.
    Regards,
    SB

  • DMS Object Linking with Appropriation Request (Ecc6.0)

    Dear All,
    ECC 6.0(ERP 2005)
    <b>Steps:-</b>  (Error in Object Link for Appropriation Request)
    I am opening DIR in change mode
    going to object links TAB
    attaching object link for appropriation request
    saving the DIR
    Re-opening the same DIR with Appropriation Req. Object link
    going to object link TAB
    double clicking the attached object for Appropriation Req.
    <b>Error****this does take me to maintained TCODE IMA11 for Appropriation Req. "but it does not display specific attached object"</b>
    I mean it is not displaying attached object (Appropriation req.,Variant) it just take me to initial screen of IMA11....
    IF any one knows possible solution pls. reply
    Regards,
    Tushar Dave

    Hi Dave,
    please change the transaction from IMA11to IMA3 and see if the request is now
    displayed. In transaction SPRO under
    Cross-Application Components
    -> Document Management
       -> Control Data
           -> Maintain Key Fields
    the entry for object IMAV should look like this:
    IMAV     IMA3     POSNR1
    I hope this information will help you.
    Best regards,
    Christoph

  • Basics: Appropriation Requests and WBS elements (3/3)

    Hi,
    Last question I promise!
    1) Is it possible for more than one appropriation request to point at the same existing project without creating new different project.
    As a solution, I though to create empty projects from AR in order to use the values of the program position they are linked to. Is this correct or are there other solutions?
    With regards to the link reported below, am I right in assuming that not even the top WBS element (namely InfoSys, refer to graph in link) can be related to a program position in order to exploit the function.. or is it that only the WBS elements directly above and below it (refer to WBS:"software", in the graph) in the hierarchy should not be assigned to a program position to use the function.
    Investment Management (IM) - SAP Library
    This question refers to <<SAP IM ECC 6.0 SP 16>>
    Grazie!
    Jessica

    Hi Jessica,
    Can you point different AR to same project If its the same WBS answer is NO. if these are two separate WBS within the project Yes you can.
    so assume you have two Level 1 WBS A and B within project XYZ. Then A can point to AR 1 and B can point to AR2.
    But WBS A cannot point to AR1 and AR2.  Hope it clears your doubt on 1st Question.
    Why you want to do that? Whats the business rationale behind it? Usually AR is used to approve a business investment plan and it will be associated with that particular project. So the best practice in SAP is to have a one to one relationship between AR and SAP Investment Project. 
    On your understanding of the Graph. You are 100% correct. Neither Inf. Sys  nor Software can be assigned to a Program Position ID as the WBS Application is already assigned to a Program position ID.
    Hope it helps..
    Regards
    Sammar

  • Cost in a variant of appropriation request (IMA2N)

    Dear All,
    I need create a report that introduce costs in a variant of Appropriation Request. The cost should be introduced
    with a legder account as you do in easy cost planning screen in the IMA2N transaction.
    I had tried "BAPI_APPREQUEST_SETPLANVALUES" BAPI, but it doesn't allow to introduce the ledger account.
    Do you know any BAPI or another thing that I can use to do this?
    Thanks.

    Hi Sreekanth,
    Thanks for your answer, but I already had tried a BDC screen capture and an LSMW for IMA2N transaction and the Easy Cost Planning screen is not correctly captured.
    Thats why I wanted to know if there is any BAPI.
    Thanks and regards.

  • Approval of appropriation request BUS2104

    Hello,
    i have a problem with workflow of  appropriation request  approval. The problem is with background jobs. Are there any other settings about applicant and responsible person, because when the messsage for approval, rejection, posponding is triggered the system status is Error and no agent assigned. In the log file have errors WL821 and SO023.
    Work item 000000394366: Object 000000394366 method SWW_BI_EXECUTE_S cannot be executed
    Document <Appropriation request 4000000008 is rejected> could not be sent
    Work item 000000394298: Object SELFITEM method SENDTASKDESCRIPTION cannot be executed
    Object element 'RECEIVERS' has invalid internal state
    Method container for work item cannot be created
    Can anybody help me.
    Thank's in advance!

    Hi,  -->> "Work item 000000394298: Object SELFITEM method SENDTASKDESCRIPTION cannot be executed
    Object element 'RECEIVERS' has invalid internal state"
    It seems, there is a binding issue in your email step. Just check in the workflow log for the correpsonding workitem

  • How to fill Functional Area on Appropriation request

    Hi guys!
    We faced a problem to fill standart field IMAK-FKBER (functional area) on Appropriation request. Despite the fact it exists in standart table, there are no standart ways to fill that field through IMA1N or IMA11.
    However we assigned FA NG000001 to a Cost center 10000001 and defined that cost center in AR, but still after saving chnages no value changed in IMAK-FKBER?
    Does anyone know which organisational units (company code, business area, functional location) effect on the value of functional area in IMAK table? Or is there other way to define FA for appropriation request?
    Any help appreciated.

    Hi Kir Zu,
    I suspect this is an obsolete field, since it makes little sense to be derived from anything at all, while at the same time it is not on the screen.
    SAP has a number of obsolete fields even in Customizing activities that allow an entry, but ignored by standard programs.
    The best way to confirm it would be to look through ABAP code for AR data save.  You can try to populate it with a user exit, but it also makes little sense since the field is not visible.
    Also look at the function that creates WBS-element/Order from IMA11, it is passing the master data values to respective WBS/Order and your ABAPer can see if Functional Area is passed or not.
    Functional Area makes sense only for Account Assignment Objects used in Financial Accounting, while AR is not an account assignment object.
    Regards,
    Paulo

  • BAPI/Function Module for approve Appropriation Request?

    Hi Friends,
    Please guide me for
    BAPI/Function Module for approve Appropriation Request?
    Regards
    Ricky

    Hello
    Check these BAPI
    BAPI_APPREQUEST_ADDVARIANT     Add a Variant to an Appropriation Request
    BAPI_APPREQUEST_CHANGE         Change an Appropriation Request
    BAPI_APPREQUEST_CHANGEVARIANT  Change Appropriation Request Variant
    BAPI_APPREQUEST_CREATE         Create Appropriation Request
    BAPI_APPREQUEST_DELETE         Deletion of an Appropriation Request
    BAPI_APPREQUEST_GETDETAIL      Display of an Appropriation Request
    BAPI_APPREQUEST_GETSTATUS      Display Status of an Appropriation Request
    BAPI_APPREQUEST_REMOVEVARIANT  Delete an Appropriation Request Variant
    BAPI_APPREQUEST_SETSTATUS      Setting System and User Status of Appropriation Request
    BAPI_APPREQUEST_SETSTATUSVARNT Setting of User and System Status on Variants

  • Workflow for Approval of Appropriation Request

    Dear experts,
    I have been working on Workflow for Approval of Appropriation Request.
    Even after carrying out all the required configuration, the process is not working. Following are the symptoms:
    When appropriation request is submitted for Approval, I am maintaining user ids of approvers in the Partner field.The moment I click For Approval status the Approve Button is deactivated.Even when I log in from the Approver's user ID the button is Deactivated. 
    When I check the Business Workplace Inboxes of Approvers there are no Workflow related mails.
    please help me out
    Regards,
    srikanth

    srikanth,
    Have you maintained all the configurations related to Work flow in IMG? like activating event linkage, assigning agents, approval schema etc...
    Also, have you maintained the workflow automatic configuration in transaction SWU3,
    you have to maintain the following:
    1. create a user id WF-BATCH, user type system and maintain a password for this user (seek BASIS team help for doing this)
    2. Assign SAP_ALL & SAP_NEW in user profile tab.
    3. in SWU3, under Maintain Runtime Environment --> Maintain Workflow System Administrator , select line and click on execute button, select user - WF-BATCH, save and back.
    4. then in the same screen select *Configure RFC Destination * click on execute, system prompts with the user id mentioned in the above step, you enter the password mentioned in the first step, click OK.
    5. now select *Maintain Runtime Environment * click on perform automatic configuration button (f9).
    6. Ensure that the option Maintain Runtime Environment turns to Green tick mark.
    7. select Classify Tasks as General click on perform automatic configuration button (f9).
    8. Ensure that the option Maintain Runtime Environment turns to Green tick mark.
    Now can go to transaction SWDD, on the left side of the screen, in the field WORKFLOW enter this value* WS00300022* press enter. Click on test (F8) button.
    In the Test Work flow screen select BUS2104 line, it shows a new line at the bottom of the screen with the following options:
    Object type:  BUS2104, Key:
    You enter the appropriation request number in the  field key (you cannot directly enter value here, choose drill down option (f4) then a new window pops up, enter the approp request number, click ok.
    then click on execute (f8).
    Now you can check in the approver's business work place under Inbox - workflow.
    Praveen

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