Approval procedure in service request/order

Hi,
We are implementing approval procedure to set up an approval process in service request & order.
We have made the necessary configurations in IMG->CRM->Transactions->Basic settings->Approval settings.
The web UI component for approal procedure is BT_APPROVAL does not show up in assignment block of SRQM_INCIDENT_H or BT116H_SRVO. Therefore we are note able to view approval procedure in web ui.
Please let us how to activate this component in service order & request in web ui
Regards
Sushant

Hi,
U need add the component usage in UI comonent. Then bind the context in WD_USAGE_INITILALIZE

Similar Messages

Approval Procedure in service request/Service Order

Hi,
We are implementing approval procedure to set up an approval process in service request & order.
We have made the necessary configurations in IMG->CRM->Transactions->Basic settings->Approval settings.
The web UI component for approal procedure is BT_APPROVAL does not show up in assignment block of SRQM_INCIDENT_H or BT116H_SRVO. Therefore we are note able to view approval procedure in web ui.
Please let us how to activate this component in service order & request in web ui
Regards
Sushant

Hi Vikas/Sushant,
This has been implemented in standard in the component "SRQM_RFC_H". This is the component for Request For Change.
In your case you will have to do the same if you want this approval block for Service Order or Incidents.
It could be executed in 3 major steps:
a) Add BT_APPROVAL as an Usage in these Components through the UI Runtime Repository tool from the component workbench
b) Make this assignment visible by adding it to the Overview page in Runtime Repository and changing the Overview Page Configuration to accommodate this view
c) Make changes to pass the data to BT_APPROVAL. This will require you to enhance the component. the enhance the Component Controller and then change the method WD_USAGE_INITIALIZE in the component controller to bind the BTADMINH of the Service Order component with that of the BT_APPROVAL. Something like below
    when 'CUBTAPPROVAL'.
      iv_usage->bind_context_node( iv_controller_type = cl_bsp_wd_controller=>co_type_component
                                   iv_target_node_name = 'BTADMINH'
                                   iv_node_2_bind      = 'BTADMINH' ).
Please check RFC the component mentioned above for finer details.
Thanks!
Amrut Tadas

Cisco Prime Service Catalog Training Video: Approving and Rejecting Service Requests

This video describes the different ways you can approve or reject service requests by using Cisco Prime Service Catalog.
Click here to start the video, which opens in a separate tab or window.
Note: The video is Flash-based.

Hi derevan007,
Could you please send me an example how this can be done? Also could you please tell me where we can get the TaskID?
I have tried this with an example service created. But when I hit the URL as you said I can see only a 500 error page on the browser. I have got the RequisitionEntryID by using the SOAP call getRequisitionStatus.
Thanks & Regards,
Atchut.

Approval procedure when update sales order that hasn't been approved

Dear Experts
I need some advice
Example:
- BP credit limit = 100
- Create New Sales order with amount 90, doesnu2019t need trigger approval procedure, because the amount is still under limit
- Update the SO amount to be 110, approval procedure should be triggered
But in SBO, approval procedure is not triggered for update transaction even for SO has not yet been approved, is it a bug? Will it be improved in SBO 8.8?
Is there any other way to trigger approval procedure in update mode? May be through store procedure or add on?
Really appreciate your help
Best Regards
JeiMing

Dear Gordon
I understand the concept for approval will not be triggered anymore for approved SO, because once a transaction has been approved, user will not be allowed to make any changes that related with the approval. And SBO has been made restriction for that. It is good
But, It doesn't make sense, for SO that even the approval has not been yet executed. And SBO still allow user to make any changes such as quantity and total amount. And SBO do not trigger the approval if the modification meet approval condition
If SBO was designed not trigger approval in update mode to avoid endless loop as what you said, why SBO still allow user to make any changes in unapproved SO ? it makes user can avoid the approval
Don't you think this is a bug ?
Please advice
Best Regards
JeiMing

How to make approvations workflows in service request

Hi Gurus,
I am trying to uses an approbation workflow when I create a service request in ITSM.
Is there any way to do it ? I have found some standars workflows associated with checklist block at the service request but there are not valid for me.
Any help is welcome.. .
Thanks in advance.
Regards

Hi Diego,
Please refer to the comment section in SAP CRM/SolMan ChaRM: Multiple Target Agents via SAP Workflow - Minimal ABAP Development - Part 3 thread.
Regards,
Vivek

External requests and QA Approval procedure

Hi all,
We have the standard solution QA Approval procedure implemented. This solution is to become mandatory the approve of all requests in Quality Assurance systems before imported in production system. When I have an external request imported in the development system, it arrives with a different transport layer. The SAP suggestion is create a request of transport of copies, and after then copy the external request to this new request. The problem is that when we are transporting the new request (transport of copies), it also cannot be approved in QA.
I'd like to know if somebody already configured the QA approved procedure for external requests.
best regards

Did you put a message to SAP? I have never come across this problem.
What is your system release?
Juan - This issue is not related to workflow

Update Sales Order after approval procedure

Hi,
Anybody knows is there any way that we can enable updating of non-numeric field e.g. "item details" in the Sales Order's row after it's posted? Note that there is approval procedure involved, and Sales order posted with a status (approved).
I realized that only UDF at the document level can be updated. How to enable editing of UDF at the row level?
Thanks!
sianghing

No. Other than Sales Employee field, there is no option to update row level data after approval.
Thanks
Gordon

Approval Procedure - User Query .....!!

Hi Experts,
In our organisation we have a approval procedure applicable on sales order. There are two authorizer authorises specfic users request. Now the problem is for a specific customer order can we use a separate query to change the authorizer ??
Example : -
Approval Stage 1 : Authorizer A : User 1, User 2
Approval Stage 2 : Authorizer B : User 3, User 4
Now, User 2 requires approval of specific customer order which will authorise by Authoriser B.
Is there any way to write a query on Approval Template for that
or User 2 has to be added on both the Approval Stage
or anything else ?? Please guide.
Regards,
SK

Hi,
There is no way to write a query on Approval Template for that. User 2 has to be added on both the Approval Stage.
Thanks,
Gordon

Cancel an approval procedures

Under the Approval Procedures 2 tutorial the following was stated, but it does not seem to work. Can anyone help me Cancel an approval procedures?
<i>In order to cancel an approval procedure, highlight a document row and select from the upper menu Data / Cancel.
In order to restore a canceled approval procedure, highlight a document row and select from the upper menu Data / Restore. The approval procedure will be continued from the stage it had been canceled.</i>
Message was edited by: Frank Moebius

Hi Laura,
I tried to check it out (with 2005) and found that to my estimation the behavior was different than stated in the tutorial; I could close or remove the approval, but never cancel...
Where did you find it? On Service Marketplace / Education / Solution Consultant Curriculum (2004?) ?.
Maybe it is outdated - or there is a bug, but I can only guess.
Furthermore this forum is more targeting the SDK area - though every developer should also know about such features...
BTW: I heard that it is planned to expose approval procedures in DI API in 2006 or in a potential SP for 2005... - let's hope. Maybe the "Cancel" works there
Therefore I propose to create a message to Support on Service Marketplace.
Thanks,
Frank
Message was edited by: Frank Moebius

Condition in Approval Procedure Rule in ChaRM not working properly

Hi experts,
We are on 7.1 SP8.
We have Z-partners defined and included those in the Approval Procedure too. In order to fill the approval procedure steps with the default partner, we defined a rule policy.
For example step ZMCR000001 needs to be filled with BPE by default.
This works fine.
But when we want to overwrite the default value with another value, the default is always put back over the manual entered value.
Also manually added process steps get that same value.
It looks as if the last step of the condition is not working properly (i.e. the check to see if the approver is already filled).
Can somebody tell me how we can get manually entered values in there?

Hi ,
You can play with User status, add to condition in which user status you dont wont this to be triggered.
Example add "And User status equal ZMCR Created":
On staus created you get automatic approval determination with default partner ID's
Now on Validation the rule will not be triggered and your manually added values saved as is.
Rg Dan.

Hierarchical users in approval procedures

Hello everybody,
I would like to define approval procedures that go through these requirements.
I would like to define 3 stages in the approval procedures system.
each stage is more privileged from the stage before.
so if the user in the second stage approved the purchase order instead of the user in the first stage. SBO will update the approval procedure by the higher user and will not asking for approving again from the user that already approved the document .
How can I solve this problem?
Thanks you all,

I would like to operate an approval procedure for every purchase order above 3000$.
I defined three stages witj one user for each stage.
I also defined an approval template with three stages.
the user in stage 2 can't approve the document until the user in stage 1 approved it.
If the user in stage 2 approved the document there is no need of approving document by user in stage 1.
thanks,

SRVR(Service Request) and SRVO(Service Order) are not appearing in IC_Agent

Dear friends,
We are planning to implement Service Requests and Service Orders in CRM 7.0 Interaction Center
The Service Transactions(Service Order/Service Request) are available in 'Service Professional' business role but not available in 'IC_AGENT' role.
The things i have observed
1. Without the channel the Transaction Type was not appearing in SAP GUI (CRMD_ORDER)
2. Even after maintaining the Channels the BUS2000223 (Service Request) did not appear in CRMD_ORDER but the SRVO- Service Order transaction type appeared.(BUS2000116 Service Process)
3. Have maintained the SRVO and SRVR transaction types as dependent transaction types in the 'Business Transaction Profile'; still when clieck on the Service Request or Service Order create I am getting the below error
'No transaction type is available for creating a transaction'
Below is the diagnosis
Diagnosis
No transaction type is available when creating a transaction. This can be due to the following reasons:
No transaction type is available according to Customizing
The user has no authorization for the transaction type
System Response
It is not possible to create the transaction.
Procedure
Make sure that:
The transaction type is set up in Customizing
The user has authorization for the transaction type
Can you please guide me where the actual issue is
Regards
Raj

Hi Raj,
As per your quarries and requirement please go through the link, it will help you in understandable way
http://help.sap.com/saap/sap_bp/BBLibrary/Documentation/C35_CRM701_BB_ConfigGuide_EN_XX.doc
Please reward points,
Cheers,
Sunil

SLA for service request\service order without create a service contract

Hello Experts,
We are using CRM 7
Is there a possibility to determine SLA for service request\service order without create a service contract?
We have defined:
1. Trasaction Code: CRMD_SERV_SLA- Response Profile / Response Times
2. In Customizing we have defined our date profile with the relevant duration
3. In Customizing for transaction types we defined SLA Prof. Det. Proc= IT000001
4. we assign the Service Profile and Response Profile to BP (from "service levels" block) .
Everthing seems ok but the SLA time is not determined automatically.
Hope you can help me out.
Thanks,
Tal

Hi Tal Tal
Your steps are correct and i hope you did these too
a) In the SLA determination procedure ,you have defined the access sequence for service product item or org
b) If service product item ,take any service product for ex INVESTIGATION assign the two Service and response profile in the service tab
c) if org the above two profiles can be assigned to org attributes.
d) In my opinion the date profile you should have assigned it to item category as I think the SLA date calculation is done at the item level
e) You should assign the SLA det prof to the transaction type in the service process business category - customizing header.
f) when you create a transaction type sla dates will be determined as follows
    a) you have to enter service product entered in the item ,then dates will be visible,and also if your access sequence is based on service product,the respons profile and service profile will be determined.
    b) if you have given indicators as all these three "category,priority,codes' in your response profile, then you have to enter all three and then hit enter
   c) After hitting enter,the response profile determined above,will use the above 3 inputs of category,priority etc and determine the duration times ,which should be maintained in your date profile.hence the durations determined will be used in the dates calculation.
Let me know if you have any other questions.

Sales order not editable after approval procedure

Dear SAP,
for a customer we need to find out a way to edit sales orders after approval. Example: User fills a sales order with more than 100 positions and had a typing error which is realized later.
Next example: Customer wants the delivery conditions to be changed. We know that changing a document after approval might sound strange - but the customer's processes are like that.
Thanks a lot in advance, sincerely
Guido

It is not strange that every now and then, users have requests to change a document after approval. However, the discipline is absolutely necessary here. There is no room for you to change. Otherwise, the approval procedure may not be that useful. If there is typo, you have to recreate the document. Next time the problem would be less. If unfortunately customer wants the delivery conditions to be changed, then you have to recreate the document too.
Thanks,
Gordon

Difference between service request and service order

hi all,
What is the differnce between service request and service order? when to use what?
Thanks
Raghav

Service Order -> "You use service orders to record the details of a one-off service agreed upon by a service provider and a service recipient. Service orders contain all the information needed to plan, execute, and bill for a service."
Service Request -> "You use service request management to reliably submit, dispatch, approve, monitor, and fulfill requests for service by your customers. Service requests can be used internally by companies where a department delivers services, for example, in shared service center scenarios, as well as in external customer-facing scenarios.
Service requests can be logged through a service desk, directly by the service personnel, or by the users themselves into the system and then, if necessary, can be dispatched to the appropriate personnel for service delivery."
Taken from http://help.sap.com/
Rg,
Harshit

Approval procedure in service request/order

Similar Messages

Maybe you are looking for