Automate Process Control to update Review Levels

Using 11.1.2.2.301
Is there a process that can automatically start and promote new members to a specific review level, or the review level that its siblings are currently set to?
Back ground: At the beginning of each period we manually promote all entities to Review Level 1 which allows our data load automation and consolidation to work as expected. As we work toward closing the period new members are added to the metadata. Since these are not at the same review level our automation errors out. We need everything to be at the same level so the next group can promote on up to following review levels. We are currently using the filters in the Data Process Control section, but it is very manual and time consuming. Can automation be created to search through all the affected periods to find any member that is not at Review Level 1 and promote it to that level? If not automation is there a better way to accomplish this?
Thanks
Andie

Hi Andie
I know you can use Taskflows to automate Process Control actions so may be worth looking into that, but I have not used that option before so can't comment on how effective it is. Hopefully someone who reads this has a more elegant method of doing it!
In terms of finding which members aren't at RL1, it is pretty easy to knock up a report in FR or Smart View which can pull all entities at certain review levels, and you could use conditional formatting/supression options to filter out the ones which need promoting. You could run one of these prior to your loads just to make sure that everything is at the right review level and quickly pick up anything which isn't..
Thanks
JR

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Process control review level status color

Hi Gurus,
I have an issue when i am seeing in the process control in review level status its showing the brick red color for some users but other users its showing green color. but all the users having the same access and the status is in submitted state.
so Please suggest me asap to resolve this............

It is possible in Ad-hoc mode only, i.e. you can not use hsgetvalue functions to my knowledge. It is available by selecting Hyperion->Options and the display tab allows you to show Data, calc status, or process managment. If you are using phased submissions you will need to select an account in the phase to view the respective process level.
JTF

SRM 7.0 Process Controlled Workflow-Level Type in Process level config

Hello Experts,
In SRM 7.0 for Process controlled workflow,for Level Type in Process Level configuration we have 3 different options
1) Approval with Completion
2) Approval
3) Automatic(System User)
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Your help will be highly appreciated,
Thanks & Regards,
RKS

1. Approval with completion : This allows approvers to make any changes to document while approving. Generally you define this type for buyer in SC approval.
2. Approval : above minus change
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Update group in automatic credit control

Hi Everybody,
Can anyone explain me the meaning of update group in automatic credit control screen OVA8.
Do we have to set this update or it happens when we start usinng?
Regards,
raghu

Hi,
More info on this ,
Credit update for open order/delivery/billing document value
The credit update controls when the values of open sales orders, deliveries, and billing documents are updated.
Note
The open order value is only updated for schedule lines that are relevant for delivery.
Use
You can specify the following update groups for updating credit-related statistics:
Update group 000012
Sales order
Increases open order value from delivery-relevant schedule lines
Delivery
Reduces open order value from delivery-relevant schedule lines
Increases open delivery value
Billing document
Reduces open delivery value
Increases open billing document value
Financial accounting document
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Increases open items
Update group 000015
Delivery
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Financial accounting document
Reduces open billing document value
Increases open items
Update group 000018
Sales order
Increases open delivery value
Billing document
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Increases open billing document value
Financial accounting document
Reduces open billing document value
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Note
If a document cannot be processed with the update group you specify, the system determines the next possible update it can carry out. For example, you select Update group 000012 which, at delivery, reduces the open order value and increases the open delivery value. Assume that one item in the order is not relevant for delivery. In this case, the system automatically determines Update group 000018 for this item. Update group 000018 increases the open delivery value for the order item. The system uses the confirmed quantity of delivery-relevant schedule lines to update the order value.
Hope it adds. Pl reward if helpful.
Thanks & Regards
Sadhu Kishore

Approval Level in Process Controlled workflows

Hi Sap Gurus,
How can i find the number of approval levels in process controlled workflows for Shopping Cart, Purchase Order....
Thanks in advance

Hello,
IMG: SAP Implementation Guide > SAP Supplier Relationship Management > SRM Server > Cross-Application Basic Settings > Business Workflow > Process-Controlled Workflow > Business Process Configuration > Define Process Levels
For concerned object type, select "Process Schema Definition" directory.
Then, select correct process level schema to display "Process Level Configuration" directory: here are the process levels defined.
Regards.
Laurent.

N- Level Process Controled Item workflow.

Hi Experts,
I am using Process Controlled item level workflow in SRM 7.0 (WS40000014) . My workflow is working for only one level approval.
I dont know how to increase number of approvers.... Could any one please suggest a BADI and process to achieve this?
Thanks in advance,
Regards,
Bhanu.

Hi Bhanu,
    Increasing the number of approval level( APPROVAL_INDEX ) is not same as SRM 5.0 in SRM 7.0.
     First you have to implement custom BADI for increasing Process level which is same (APPROVAL_INDEX), then implement another BADI to process the approval level. you can find the sample code for increasing the process level in standard Badi '/SAPSRM/BD_WF_PROCESS_SC'.
Best Regards,
Saravanan Dharmaraj

Process Controlled - Getting Previous level Assigned Approver

I am implementing BRF based process controlled workflow for SC, I am determining Approver using a copy of RR_MANAGER. One of the requirements is to check the previous approver or assigned approved in my ZRR_MANAGER implementation.
Is there a method that I can use to get this information.

Hi cecilia,
Can you please share your workflow error log? you can use restart error workflow using t.code SWPR. You can find the header workitem from FM 'BBP_PDH_WFL_WI_FROM_OBJECT_GET'. Make sure you have declared business object for respective document...
Saravanan

SRM Process Controlled Workflow

Hi Exports,
I have created a Process schema for SC object type (BUS2121)..
Looks like my process levels are trigged before the shopping cart is actually ordered by the user..
Is this a normal behavior? or I am missing any configuration? or I need to have a additional process level initially to check whether the SC completed?..
Please advice..
Thanks in advance
Bharath

HI,
Yes. That is correct task ID.
FYI. Task ID List for Process-Controlled Workflow
SRM Contract     BUS2000113               No Completion Task
          40007980     SRM_CT_APPR1     SRM Contract Approval
          40008003     SRM_CTR_Acc     Accept Decision / Adjust Document
          40007997     SRM_CTR_Revi     Revise Document
          40107926     SRM_CTR_RW     review document
SRM Shopping Cart     BUS2121
                                           40007952     SRM_SC_COMP1     SRM Shopping Cart Completion
          40007953     SRM_SC_APPR1     SRM Shopping Cart Approval (1)
          40007954     SRM_SC_APPR2     SRM Shopping Cart Approval (2)
          40007994     SRM_SC_Acc     Accept Decision / Adjust Document
          40007936     SRM_SC_Revi     Revise Document
          40007945     SRM_SC_RW     Review Document
SRM RFx     BUS2200     40107917     SRM_BI_COMP1     SRM RFx Completion
          40007982     SRM_BI_APPR1     SRM RFx Approval
          40107922     SRM_RFx_Acc     Accept Decision / Adjust Document
          40007998     SRM_RFQ_Revi     Revise Document
          40107927     SRM_RFQ_RW     Review Document
SRM Purchase Order     BUS2201
                                           40007973     SRM_PO_COMP1     SRM Purchase Order Completion
          40007974     SRM_PO_APPR1     SRM Purchase Order Approval
          40007995     SRM_PO_Acc     Accept Decision / Adjust Document
          40007996     SRM_PO_Revi     Revise Document
          40107924     SRM_PO_RW     Review Document
SRM Supplier Quote     BUS2202               No Completion Task
          40007981     SRM_QT_APPR1     SRM RFx Response/Bid Approval
                    No Adjust task
          40007999     SRM_QTE_Revi     Revise Document
          40107928     SRM_QTE_RW     Review Document
                    No Completion Task
          40008000     SRM_QT_APPR2     SRM Bid Approval
                    No Adjust task
          40107934     srm_bid_revi     Revise Bid
          40107935     srm_bid_rw     Review Bid
SRM Confirmation of Goods/Service     BUS2203               No Completion Task
          40007987     SRM_CF_APPR1     SRM Confirmation Approval
                    No Adjust task
          40008004     SRM_CF_Revi     Revise Document
          40107929     SRM_CF_RW     review confirmation
SRM Incoming Invoice     BUS2205               No Completion Task
          40008005     SRM_IV_APPR1     SRM Invoice Approval
                    No Adjust task
          40008006     SRM_IV_Revi     Revise Document
          40107925     SRM_IV_RW     Review Document
Auto          40007988     SRM_AUTOAPP     Automatic Approval
Auto          40007989     SRM_AUTOREJ     Automatic Rejection
Regards,
Masa

Process Controlled Workflow - 1-step approval for shopping cart approval

Hi,
I have configured a one-level approval for SC (Process Controlled Workflow):
Object Type: BUS2121
Additional 1 level under schema: 3C_SC_600_000 (the last level is the automatic approval)
Level Type: Approval with completion
Eval ID: 0EV_SC_SL1
RR Name: RR_SPENDING_LIMIT_APPROVER
RR Param: USTONY.Y (I hardcoded it using my user ID, for the moment)
Task ID: 40007953 (I have checked, it's generalized as well)
Decision Type: Item-based decision for entire document
For PPOMA_BBP:
Under my org unit (Position):
Approval Limit: 1000
Output Limit: 1000
I didn't do any BADI implementations yet.
During creation of SC by other user, before "Order" the SC, the approval preview can show correctly that the Processor is as indicated in the config.
Once the SC is ordered, the whole step is gone and the event linkage becoming delinked (because there is error, and according to the config in SWEQADM).
However, I cannot find the workitem (no workitem generated) and SLG1 does not give any clue whatsoever.
I tried debugging method APPROVAL_LIMIT, and it seems fine as well.
Please help, what did I do wrong here?
Thanks,
Tony Y

Hi Sahil,
I even changed to first process level to:
Level Type: Approval
Eval ID: 0EV000
RR Name: RR_MANAGER
RR Param: (Blank)
Task ID: 40007953 (I have checked, it's generalized as well)
Decision Type: Decision for entire document
Under PPOMA_BBP:
I made myself as a head of the org unit with the role manager.
The requester is "Exclude" the role manager.
The agent can be determined now.
But the workitem ID is still cannot be generated. It's always no workitem generated.
Please everyone, any help?
Thanks in advance,
Tony

Process Controlled WF for Shopping Cart

Hi,
We have implemented process controlled workflow for shopping cart approval.
1. Created a bespoke schema for the approval process
2. Defined 5 process levels in the schema
3. changed the BRF event at the schema evaluation level. It now
contains a constant with the name of new schema create in step 1.
4. Decision set used is item based approval for partial documents (Type 4)
4. The first process level is get the technical approval from bespoke
table based on material group. For that we have first created a
Responsibility Resolver Name - ZTECHNICAL_APPROVER.
We have implemented the BADI - /SAPSRM/BD_WF_RESP_RESOLVER. Assigned
the filter as BUS2121 and ZTECHNICAL_APPROVER.
5. Now we have placed the external debugger in BADi. when we create
the shopping cart the flow doesn't stop at the break point. The item
reaches to the last step of Automatic approval (Rejected).
6. We think that schema is getting evaluated, however the process
level is not getting called.
7. Before we created schema, all the carts wer getting "Approved" by
automatic step. In our schema the automatic step is "Rejected", hence
the carts are getting rejected.
Could you please let me know what could be reason for BADI
implementation not being called or is there any config step which we
are missing?

Hi,
I think your process level evaluation id is not true, that is the reason system skips the process level.. Can you check your evaluation event-expression code. What do you see in SLG1? For testing purpose change the evaluation id to 0EV000 and check. Make Sure you debug through the user(requester) that you are creating the SC. Please test and let me know...
Saravanan

Back and Forth Logic in process-controlled (BRF) workflows in SRM 7.0

Hi all,
I am using the process-controlled workflow in SRM 7.0.
The approval itself works ok, but now I am trying to set up the back-and-forth functionality (similar to how it worked for the Badi in SRM 5.0) as default:
This is what happens:
Requester creates shopping cart.
Shopping cart goes for approval.
Approver rejects SC.
Back at the requester the SC can only be displayed, but not changed.
As far as I can tell this happens for any kind of decision set (as long as all items are rejected).
This is what I am trying to set up.:
Once the SC is back at the requester, he can either accept the rejection OR change the SC and 're-order' it ie send it back to approver again.
I know if the requester checks the flag 'Work Item to Requester at Process End' this can be done, but I need the system to have this functionality automatically without setting a flag manually.
I really appreciate any suggestions on this issue.
Cheers
Ulrike

Dear Masa,
thanks for your helpful answer. I have an better idea now, but I am still not quite able to set it up.
I have applied note 1296209.
When i tried to set up this step I did the following:
level type of that step I used 'Approval with completion'.
Created Expression of type SAP Formula Interpreter, with return type Boolean, and use formula:
0V_WF_CURRENT_DECISI = 'REJECTED'
linked the evaluation id to above expression.
Task id for the step is: 40007994 - Accept Decision / Adjust Document
When i do this and create a SC, my system dumps after clicking on describe requirement::
The following error text was processed in the system SR7 : The method could not be found at dynamic call.
The error occurred on the application server SAP01_SR7_07 and in the work process 1 .
The termination type was: RABAX_STATE
The ABAP call stack was:
      Method: CALL_RFW of program /SAPSRM/CL_WF_RULE_CONTEXT====CP
      Function: /SAPSRM/WF_BRF_0EXP000 of program /SAPSRM/SAPLWF_BRF_DATA
      Method: PROCESS_SPECIFIC of program CL_CALL_FUNC_METHOD_BRF=======CP
      Method: IF_RULE_COMPONENT_BRF~PROCESS of program CL_EXPRESSION_BASE_BRF========CP
      Method: GET_RESULT of program CL_EXPRESSION_POOL_BRF========CP
      Method: IF_EXPRESSION_BRF~GET_SUBEXPRESSION of program CL_EXPRESSION_BASE_BRF========CP
      Method: IF_FOEV_CONNECTOR~EVALUATE of program CL_FORMULA_BRF================CP
      Method: EVALUATE of program CL_FOEV_FORMULA===============CP
      Method: EVALUATE of program CL_FOEV_FORMULA===============CP
      Method: EVALUATE of program CL_FOEV_FORMULA===============CP
What I don't understand about your explanation is what you mean by "Acceptance by Contact person". I don't have that option anywhere in my BRF? Is that supposed to show up under Resp. Resolver Name (like RR_MANAGER)?
Also where did you add that step in Process level configuration? I have 2 approval steps (just approval, without completion) and then i wanted to enter this step after those levels before the automatic system decision. But i wasn't able as the system doesn't allow you to add a completion step after a 'normal' approval step.
Cheers for your help
Ulrike

SRM 7.0 Process Controlled Workflow change

Hi
I have a SRM 7 process controlled Shopping cart workflow working ok, Approval based on value levels. The customer wouldlike to change this so that approval is also based on cost center attributes and also want at each approval level to have a reviewer.
Could anyone advise me how to add in a reviewer, as well as an approver for a particular process step, and also confirm that to have the cost center attribute taken account of at each process step, i would have to develop and code a new expression / evaluation ID, rather than use existing one.
Many Thanks
john

Hi John,
Reviews are common for all process level.. itu2019s not process level specify like approvers.. Also we can add reviewers dynamically by a simple BADI implementation and configurations as follows..
BADI Implementation:
BADI : /SAPSRM/BD_WF_RESP_RESOLVER
Enhancement Spot: /SAPSRM/BD_WF_AGENTS
BADI Definition : /SAPSRM/BD_WF_REVIEWER_RULE
Configuration:
We can see Reviewer folder for all process schemas..
For adding approver or pool of approvers for a particular process level, review my answer in the following forum.. Re: SRM 7.0 SP05 - BRF Item level approval does not work
Thanks!!
Bharath

SRM Process Controlled Workflow - Re-start using FM BBP_PD_SC_UPDATE

Hi All,
We are upgrading from SRM4.0 to SRM7.0 SP07 in classic scenario. We switched to Process Controlled Workflow.
We have a CUSTOM application where the requisition items are entered and a Shopping Cart is created in SRM through Function Module BBP_PD_SC_CREATE. When the Shopping Cart is created in SRM , the Process Controlled Worflow is triggered successfully.
In the custom application , we allow users to do changes to the requisition that are awaiting approval.The changes are updated in SRM Shopping Cart through function module BBP_PD_SC_UPDATE. It is noticed that the workflow process levels are not re-started after the shopping cart is updated through FM BBP_PD_SC_UPDATE.
However , the process levels are re-started when the change is directly done to the Shopping Cart in SRM POWL. We want the process levels to be re-started even when the changes are done through BBP_PD_SC_UPDATE. The users are used do changes to the requisition through the custom application. We also noticed that system does not go through BAdI /SAPSRM/BD_WF_PROCESS_RESTART when changes are done to the SC through BBP_PD_SC_UPDATE.
Is there any way that we can trigger process level re-start when SC is changed through FM BBP_PD_SC_UPDATE
Thanks
Sukumar

HI ,
       This is not the correct way of updating the SC. please check the below process...
       first you try to get the SC document in Edit mode and this can be done only SY-UNAME should requester of the SC or( user who are changing the SC should be in the Org structure ). ( This point why i mentioned is you mentioned that your editing through custom application ).
note : use try and endtry and catch the exception when u get the SC document in Edit mode.
DATA: lo_pdo_sc             TYPE REF TO /sapsrm/cl_pdo_bo_sc_adv.
      "Instance SC PDO Layer
      lo_pdo_sc ?= /sapsrm/cl_pdo_factory_sc_adv=>get_instance( iv_header_guid   = p_guid "ps_shopping_cart-guid
                                                                iv_mode          = /sapsrm/if_pdo_constants_gen_c=>gc_mode_edit ).
   now you do what ever changes to the document. I mentioned points below.
        "Get Item Details
      lo_pdo_sc->/sapsrm/if_pdo_bo_sc~get_item_detail
do changes to the items of the SC.
       "Update SC Items
      lo_pdo_sc->/sapsrm/if_pdo_bo_sc~update_items
       "Submit Update
      lo_pdo_sc->/sapsrm/if_pdo_base~submit_update
       "Save SC
      lo_pdo_sc->/sapsrm/if_pdo_base~save
      or order the SC again.
      COMMIT WORK AND WAIT.
regards,
Devi

Shopping Cart - Process Controlled Workflow - replace standard task

Hallo,
I am on SRM 7.0 SAPKIBKV09 using NWBC.
I use Process Controlled Workflow for Shopping Cart, and in the process schema definition,
I replaced the standard workflow task 40007952,
(with name - SRM Shopping Cart Completion),
with a copy of task 40007952, task 90000010
(with name - SRM Shopping Cart BUYER Completion)
I did that for the following Reason: to ensure that in the Shopping Cart Approval Log, I can distinguish between diffrent approval level, all of type completion.
Issue is that now when approver is executing the task from NWBC, I get the following error:
´No default action found for task TS90000010´
Any idea?
tried to apply Note 1409276 - Not all tasks have default action in inbox config, (as this applies to SAPKIBKV06)
but no success.
Thank you
Marco

Hi,
I wanted to add that there is standard report /SAPSRM/IBO_FILL_TABLES in SRM 7.0 that updates these tables for all standard tasks:
IBO_C_WF_ACS
IBO_C_WF_APS
IBO_C_WF_CAS
IBO_C_WF_TAS
IBO_C_WF_TTAS
Use these views in SM30 to create entries for customer specific tasks:
IBO_V_WF_ACC
IBO_V_WF_APC
IBO_V_WF_CAC
IBO_V_WF_IRA
IBO_V_WF_TAC
IBO_V_WF_TTAC
Best Regards,
Marcus
Edited by: Marcus Mock on Jun 6, 2011 11:56 AM
Edited by: Marcus Mock on Jun 6, 2011 11:59 AM

Urgent: Need help in automatic credit control

Hi SD Seniors
Please help me in the URGENT Credit check Control Configuration.
According to the user requirement, need to have simple static credit control in the place of sales order & delivery.
When credit check fails during the order creation,
1.     Wants to popup the warning message without blocking the delivery
2.     And wants to block the delivery from the PGI process.
I have already done the necessary credit check configuration in my test system. Based on the simple credit limit check,
System issues the warning message correctly at the time of order creation.
And I have configured the automatic credit check control configuration for the blocking the delivery PGI steps. But system doesnt block
The delivery and it still allow proceeding for PGI without any error message.
Please refer by below automatic credit control check for blocking the delivery. Please let me know, is there any other step I missed out here.
1. Credit control area is assigned to the company code.
2. Credit control area is assigned to the sales area.
3. Credit control area is assigned to the payer.
5. OBZK:   Assigned
7. Risk category for each credit control area.
8. OVA8: -Credit control area + Risk category + Credit group
9. FD32: -Credit limit, Risk category, Currency: assigned
10. OVA7/VOV7: - Activated correctly
11. V/08: - Pricing Procedure subtotal set to A
12. OB45: - Update Group 00012
Your help is very much appreciated.
Thanks in advance
Regards
Priyan

Karan, Thanks For you Quick Response.
OVO8: Cr.Ctrl.Area + Rick.Catg + Credit.Group (03)
The same credit group was assigned to the OVAD also.
OVAD: Dely.credit.grp = 03   (Credit group for goods issue)
AND
GI.Credit.group = 03 (Credit group for goods issue)
Is it correct?
My doubt is where exactly, we are telling the system to block the delivery.
In OV08, could you please tell me what are all the settings need to be done for
block delivery PGI
Regards
Priyan

Automate Process Control to update Review Levels

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