Budget Approval Workflow

Hi,
We have requirement for budget approval request for portfolio item. I guess we dont have any standard workflow for budget approval. Please suggest if anyone has worked on similar requirement. Also I want to know if SAP recommends any non workflow based solution for such requirement.
Regards
Shrikant

Hi Shrikant,
In this scenario, you can only enter the values manually after offline approval or you need to develop a z-webdynpro component and attach those details to financial information of portfolio items.
In case of SAP PS/internal order, the budget planning & approval has a control over business transactions like PR/PO commitments since the planning is done over cost collectors. In portfolio management, no cost collectors, so no budget planning provided. And the information in items are there to enable decision making.
Regards,
Ravi

Similar Messages

FMBB Budget Approval workflow is not triggered

Hi Experts,
I want to activate the standard workflow for Budget Approval in FMBB t-code. I found two standard workflow templates for this WS12300025 and WS12300026 and I activated it. In both workflow templates start event is maintained as 'BUS0050' 'PREPOSTEDDOCCREATED' .
But when I am creating Budget document in FMBB t-code, 'BUS0050' 'POSTEDDOCCREATED' is triggering , so the standard workflow is not triggering.
Then checked in forums, that we should maintain SPRO settings. I maintained the setting in SPRO.(Attachment 1).
After maintained this setting I am facing an error while creating Budget in FMBB t-code. (Attachment 2).
Kindly help me on this is urgent .
Thanks & Regards
Ayyappan.V

Ibrahim, The complete statement is:
If event linkage not activated it (Workflow Instance) will not get traced i.e. in T-Code SWI2_FREQ, thats the reason I have suggested to check error message in SWEL .
SWEL will always create entry whether linkage is activated or not, the only thing is trace should be on in T-Code SWELS. Hope things are clear now.
BR,
Prakash

Budget Approval Workflow before release.

Hi,
My Client want to trigger a approval workflow for Budget once its created in CJ30.
Let me know if any once have a worked on same process. Just share a process how we can do it the same.
regards,
Atul R. Rajmane

Hi,
I have created a project in CJ20N. Also, created a cost plan CJ40. Then, I have creted a budget in CJ30. Now, before release of this budget, I need to trigger a approval workflow.
Let me know how we can do this?
regards,
Atul R. Rajmane

BOR for PS budget approval workflow

Hi gurus,
               I have a Project Systems scenario in which For all the changes done in CJ40, one reminder has to generate for Budget approvals to the concern in T-Code: CJ30.
Has anyone done this workflow before. Is there any standard Workflow or business object for this.
Please share your idea on how to proced with this workflow scenario.
Regards,
Hari

Hello Hari !
              I suppose bus2001 will be suitable to your requirement.
              If it doesn't suits, you can find the business object by adopting following steps :
              1.Switch on the event trace inb SWELS transaction.
              2.Go to CJ40 and do the changes and save.
              3.Go to SWEL and see what business object have generated for the time stamp at when CJ40 is saved.
              That's the business object required for your scenario.If no business object is seen , set the status(system or user as required) and do the above 3 steps again.
             Still, no event is fired in SWEL, find the appropriate BAdI or user-exit and you can get the job done.
              There is no standard workflow that suits to your requirement.You have to go only for custom developments.
Regards,
S.Suresh

Budget Approval Workflow Error: FMBCS_WF_ROLE_BUDGET parameter: FMBCS

Hi All,
I am implementing BCS Standard workflow templates WS12300025/6 on ECC 6.0. When I test the workflow, i get the following error:
"Function module call up error: FMBCS_WF_ROLE_BUDGET parameter: FMBCS"
What could be the cause of this?
Please assist.
Thank you.
Robeth

Sudhir,
I have tried simulating the rule alone but I get the error message "Test not Executed".
I must admit I am new with Objects.   Which Object ID is not properly imported? When I define binding automatically, the following workflow and rule objects are generated,
Workflow          Rule
&ACTIVITY&    &ACTIVITY&
&BUS0050&    &BUS0050&
&LEVEL&        &LEVEL&
I have also tested the workflow without the rule using Tcode SWDD directly, the task is started ok but work item in the agent's inbox has decision box showing only one alternative (Cancel and keep work item in inbox) instead of two. In addition it does not show the attached pre-posted document.
When I run Tcode FMBB directly to trigger the workflow, the workflow is not triggered even though type linkage for event PREPOSTEDDOCCREATED has been activated.
I am puzzled by this. Please give me step and step and if possible give me the objects.
Thank yuo.
Robeth

Budget Approval Hierarchy

what are the steps to do Budget Approval Hierarchy ?

Hi,
To enable budget approval workflow:
1) Activate the check box in Project Type window for budget approval in last tab page
2) Activate the check box in Budget Type window for existing or new budget types where we need to use approval.
When budget are defined for any project (using project type defined in step 1) and budget type, then approval process is activated by default.
However the supervisor is identified based on HR definition. The approval is only one level using the default workflow.
Hope the info helps.
Sarma

Budget Journal Approval Workflow

I am trying to use the seeded Journal Approval workflow for budget journals. I know that this workflow works by journal batch - that is, each batch is sent into a different workflow approval process.
Now, my users create budget journals that hit different periods, and each of these journals is being created as a different batch. However, I need these journals to go into one single approval, not one approval for each batch. Is there any way to do this?
Thanks

You need to make sure you read the documentation provided by the GL team on this workflow to make sure the changes you make to the workflow are allowable. Also make sure you read the section on Oracle Support Policy for Predefined Workflows, Events, and Subscriptions in the Workflow Guide.
Technically speaking, you could have a master approval workflow, which is run, and when complete after all approvals have gone through, issues a complete activity command to the individual journal batch workflows to complete them.
I am trying to use the seeded Journal Approval workflow for budget journals. I know that this workflow works by journal batch - that is, each batch is sent into a different workflow approval process.
Now, my users create budget journals that hit different periods, and each of these journals is being created as a different batch. However, I need these journals to go into one single approval, not one approval for each batch. Is there any way to do this?
Thanks

Fix authorizations for the budget approval flow (internal orders)

Hi,
I need to fix the authorizations for the budget approval flow.
What do I need to take into account?
Thank you.
Kind regards,
Linda

(1) Each appropriation request should be attached to an investment program (leaf) position. To update the approved budget on the investment program from time to time, you should
    - make a plan rollup from the appropriation requests to the program positions via IM34 (use an appropriate status selection profile on the initial screen of IM34 and select appropriation requests only to make sure that
       > only appropriation requests
       > with status 'Approved' are taken into account),
    - To budget the investment program via IM32, set view 'Planned total' (Menu: 'Views -> Planned total') and copy this view, which contains the latest approved budget amounts, to the "real" budget (Menu: 'Edit -> Select -> Select all' and then 'Edit -> Copy view').
(2) You can even generate an order from the appropriation request that enherits the appropriation requests plan value. For details see SAP Library (Menu: 'Help -> SAP Library'), path 'Financials -> IM Investment Management -> Appropriation Requests -> Replacement by a measure for implementation'. Analogously to step (1), you can also take over the orders 'Planned total' view into the orders budget via txn IM52.
If you strictly limit the authorisations to execute IM34, IM32 and IM52 as pointed out in steps (1) and (2) to a handful of people who execute these functions as pointed out above (withoud adding or removing budget arbitrarily, of course), the budgeting process
really focusses on planning/approving appropriation requests which is fully accompanied by the approval workflow.
Hope above helps you.
Regards
Siva

SharePoint Approval Workflow using SharePoint Designer in SharePoint Foundation 2013

I am unable to do SharePoint Designer workflow for approval process and I didnt get any Approval process in Actions in SharePoint designer Workflow also I don't find workflow features in Site collection features SharePoint 2013.
Even I am not able to do simple Out of the box Approval Workflow.
Kindly help me with this

Unfortunately, Out of the box workflows are not available in SharePoint foundation 2013, you need at least the standard version of SharePoint 2013.
You can still create .Net Workflows using the 2010 plateform.
Take a look at this great comparative between the three versions of SharePoint 2013 :
http://blog.blksthl.com/2013/01/14/sharepoint-2013-feature-comparison-chart-all-editions/

Setting up Sharepoint 2013 approval workflows depending on field value

Dear Microsoft Support,
I am still relatively new to Sharepoint-Infopath and would need help with setting up workflows for a requisition form I am creating. I have designed and created a form using Infopath 2013 and have successfully created the link
to have the data uploaded into my Sharepoint Server 2013 library. This form's purpose is to have our users make supply requisitions from the Warehouse department. We are a school, therefore, there are numerous different departments with different approvers.
My goal now is to setup the approval workflows using Sharepoint Designer 2013. The complication now is that only certain people need to approve the requests, depending on the department selected. For example, I am in the IT department, if I put a field's value
as "IT" the form will be sent to the IT department manager prior to going to the Warehouse department for processing. If the user chose "English", the form will be routed to the English department head for approval. What are the steps that
I would take to have that kind of customization? How do I setup approval workflows in Sharepoint Designer 2013 to meet that?
I have tried searching for solutions over the web, but all of them are too generalized and would not be related to my case in terms of different approvers depending on the different departments in our school. Your assistance would be greatly appreciated.
Thanks. Jason

I would create a second SharePoint list that is set up with two columns. The first column is Title (which is a default column) and the second column is 'Person or Group' column and name it 'Approver'. Then enter the department in the title field and select
the person who needs to approve that department's forms in the 'Approver' field. Use this list and pull in this information in the InfoPath form by creating a data connection to the newly created list and set up the filter to only pull
back the information where 'Title' = 'Department'. After this information is pulled into your form, store the approver information in a hidden field in the InfoPath form and use that field throughout the workflow.
I know this is a very brief explanation so let me know if you need more information.

Approval workflow in SharePoint foundation 2010

Hello Experts,
I'm using SharePoint foundation 2010. Can someone help me understand the procedure for creating the approval workflow for a doc library using the SharePoint designer 2010. It would be great if you can guide me the step by step procedure for setting up this
workflow.
Thanks.

Hi rebel537,
As you described, you are using SharePoint Foundation 2010. There is no “Start approval process” action when you edit SharePoint Foundation 2010 workflow in SharePoint
designer 2010.
I suggest you using “collect data from a user” action instead of “start approval process” action to complete the approval task. There is a demo for your reference.
1.
Open the SPD, navigate to the workflow edit zone. Select “collect data from a user “action.
2.
Click data, in the pop-up window, click next and enter the task name for the approval workflow.
3.
Click next, define the fields for the task, for this demo, there has a field “approval result”.
4.
Then click finish. Back to the workflow edit zone, click user, in the pop-up window, select the user for the task then click finish ,back to the workflow edit zone.
5.
Add a condition (if any value equals value) after the action.
6.
Click the first value, and then click Fx, there goes to a pop-up window, enter as below.
Data source: Association: Task List
Field from source: Approval Result
Field: ID
Value: Variable: collect
7.
Set another value to “Yes”, add the action” set workflow statue”, set it to approval.   Add an If-Else branch, set the workflow statue to reject.
8.
Publish the workflow, and use it for the approval purpose.
Thanks,
Simon

FI Upload file (Approval Workflow)

Hi All,
Need some assistance:
Currently our company has a standard approval workflow built. So when we receive an invoice without a PO, we manually post the invoice to a GL & Cost Centre. Once the invoice is coded, It’s then sent to the GL owners to approve using the workflow currently in place. All this works perfectly fine.
My issue is FI Upload files……. As Upload files contain several GL accounts – we are currently attaching a manual email approval from the approver to the file upload so the Accounts Payable department could post without any further approvals in Workflow as an email approval is sufficient.
We would like to build the same workflow approval cycle that we have already in place for Fi Invoices.
Note – an upload file come in with 10 different GL accounts ( ideally we don’t want to send it to 10 different approvers) as this will slow down the process, so I was wondering if there is a better solution that you could share to eliminate the upload going to 10 approvers.
Any Suggestions are greatly appreciated.
Thanks
Alex

Hi All,
Need some assistance:
Currently our company has a standard approval workflow built. So when we receive an invoice without a PO, we manually post the invoice to a GL & Cost Centre. Once the invoice is coded, It’s then sent to the GL owners to approve using the workflow currently in place. All this works perfectly fine.
My issue is FI Upload files……. As Upload files contain several GL accounts – we are currently attaching a manual email approval from the approver to the file upload so the Accounts Payable department could post without any further approvals in Workflow as an email approval is sufficient.
We would like to build the same workflow approval cycle that we have already in place for Fi Invoices.
Note – an upload file come in with 10 different GL accounts ( ideally we don’t want to send it to 10 different approvers) as this will slow down the process, so I was wondering if there is a better solution that you could share to eliminate the upload going to 10 approvers.
Any Suggestions are greatly appreciated.
Thanks
Alex

FI Uploads (Approval Workflow)

Hi All,
Need some assistance:
Currently our company has a standard approval workflow built. So when we receive an invoice without a PO, we manually post the invoice to a GL & Cost Centre. Once the invoice is coded, It’s then sent to the GL owners to approve using the workflow currently in place. All this works perfectly fine.
My issue is FI Upload files……. As Upload files contain several GL accounts – we are currently attaching a manual email approval from the approver to the file upload so the Accounts Payable department could post without any further approvals in Workflow as an email approval is sufficient.
We would like to build the same workflow approval cycle that we have already in place for Fi Invoices.
Note – an upload file come in with 10 different GL accounts ( ideally we don’t want to send it to 10 different approvers) as this will slow down the process, so I was wondering if there is a better solution that you could share to eliminate the upload going to 10 approvers.
Any Suggestions are greatly appreciated.
Thanks
Alex

As such there are no events available in BUS2023, therefore extend it to add the event and call this event in your BTE FM using FM SWE_EVENT_CREATE_IN_UPD_TASK
Regards, IA

In search of assistance learning how to modify the mail message from an out of the box SP2010 approval workflow.

So, I have found the article
http://punaro.com/2012/01/derek/modifying-a-sharepoint-2010-workflow-email/comment-page-1/ which appears to walk through the process of modifying an out of the box workflow's mail message.
However, there is a basic problem that I run into before I get started.
I am logged into the system as a regular user (ie not a farm admin, etc.).
I do, however, have full control on the site on which I am working.
I create a custom list.
I create a simple one step approval - sharepoint 2010 out of the box workflow.
I start SharePoint designer and give it the URL of the list. It opens up and I see the various objects on the left side of the screen.
I click right on the Workflows object - which is where the article says I will find the ability to copy and modify the workflow.
All I see is "open", "open in a new tab" and "Pin".
I selecdt open in a new tab - and I get a blank screen labeled workflows that says "There are no items to show in this view".
So, I click on Lists and Libraries, then on the name of my custom list.
When the list displays, the Workflows section of the page has a "Modified Workflow" displayed.
When I right click on it, no menu is shown. When I click on the modified workflow, I get the workflow settings page for that workflow.
I am trying to figure out how to create the copy of the workflow so that I can modify one of the mail messages in SharePoint designer.
Is there someone who has some advice on how to find this copy and modify option? Or perhaps a web site, web forum, article series, or book covering the topic?
Thank you!

Hi lwvirden,
According to your description, my understanding is that you want to modify the OOB approval workflow in SharePoint Designer.
After opening the site in SharePoint Designer, just click Workflows in the left panel and then the workflows in the site will load in the right part.
If you want to copy and modify the OOB approval workflow, then you need to right the approval workflow
Approval – SharePoint 2010 under Globally Reusable Workflow. After that you will see the
Copy and Modify button.
Best regards.
Thanks
Victoria Xia
TechNet Community Support

Trying to set up an out of the box SP 2010 approval workflow that doesn't generate warnings or errors

I have a custom list for which I want an approval workflow. There is only going to be one stop for the approval - creating an item is a request to a person for a new code to be created.
If I do not turn on content approval, then I get the message:
The workflow could not set content approval status. Enable content moderation for this list and run the workflow again.
When I turn on content approval, then when the users go to the custom list to create an item, they see this message:
Items on this list require content approval. Your submission will not appear in public views until approved by someone with proper rights.
Surely I am missing something obvious. I just want a standard SP 2010 form without warnings to gather info from the user, then to create a workflow task that sends a person an email that they need to approve or reject the request.
The second message is going to cause questions from the users. The person who has to approve the tasks wants to be able to see what requests are awaiting approval vs approved vs rejected.
Is this something that is not doable in SP 2010?

the "Approval Process" step is designed for manipulating the "Moderation Status" (Content Approval status) of a list item... What you are seeing is DESIGNED behavior.
When Content Approval is enabled, content changes are not made public until they have been approved. The Approval workflow sends the email to a manager, who is supposed to approve or reject the change.
If Content Approval is DISABLED, there is no point to the workflow.
Scott Brickey
MCTS, MCPD, MCITP
www.sbrickey.com
Strategic Data Systems - for all your SharePoint needs

Budget Approval Workflow

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