Provision for Approval process

Dear Experts,
I have a requirement  "To be able to provision for Approval process by FInance, when role of business partner upgraded from prospect to customer"
I guess this is done through Workflow concept. but I don't have Idea in detail.
Looking forward for reply
Regards
Manu

About your questions...
1. According to my knowleadge there is no such standard functonality. But I implemented something similar in our company in the folowing way:
- prospect is created in CRM
- when prospect needs to be transformed to customer, salesman issues task with filled questionary
- finance departments receives this task and if it agrees transforms frospect to customer in ERP with VA07
2. If you mean that only certain data should be maintained by certain companies, then only via coding this could be achieved.
3. If you mean that in relatonship you define, to which organization contat person belongs, then I'm not sure. Never tried it. For employees I know it is possible so robably it could be done also for contact persons.
4. You can store documents. But if you want to have special access to this documents, then this would not be the case.
5. Yes. You can use account hierarchies for that.
Regards.

Similar Messages

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    http://forums.sdn.sap.com/thread.jspa?messageID=7513708#7513708
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    Lorcan.

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  • Creation of Approval process folder in KM

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  • Approval Process by using Sales Stage

    Hello all,
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    Subbu

    Bob,
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  • Approval process QUERY - Please help guys....

    Hello Experts,
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    D.med

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  • Error provisioning a resource with custom approval process

    Hi,
    While trying to provision a resource with custom approval process, I get the following error:
    <May 11, 2012 8:07:18 AM IST> <Warning> <oracle.wsm.agent.handler.wls.WLSPropertyUtils> <BEA-000000> <WLSPropertyUtils:getOperationName(),operation name is null>
    <May 11, 2012 8:07:18 AM IST> <Warning> <org.eclipse.persistence.session.oim> <BEA-000000> <
    Exception [EclipseLink-4002] (Eclipse Persistence Services - 2.0.2.v20100323-r6872): org.eclipse.persistence.exceptions.DatabaseException
    Internal Exception: java.sql.SQLException: ORA-12899: value too large for column "DEV_OIM"."REQUEST_APPROVALS"."APPROVAL_STATUS" (actual: 442, maximum: 32)
    Error Code: 12899
    Call: UPDATE REQUEST_APPROVALS SET APPROVAL_STATUS = ? WHERE (REQUEST_APPROVALS_KEY = ?)
    bind => [com.oracle.bpel.client.BPELFault: faultName: {{http://schemas.xmlsoap.org/ws/2003/03/business-process/}selectionFailure}
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    summary=<summary>XPath query string returns zero node.
    The assign activity of the to node query is returning zero node.
    Either the to node data or the xpath query in the to node was invalid.
    According to BPEL4WS spec 1.1 section 14.3, verify the to node value at line number 251 in the BPEL source.
    </summary>}
    , 6]
    Query: UpdateObjectQuery(oracle.iam.request.vo.ApprovalData@11e00d4b)
    at org.eclipse.persistence.exceptions.DatabaseException.sqlException(DatabaseException.java:324)
    at org.eclipse.persistence.internal.databaseaccess.DatabaseAccessor.executeDirectNoSelect(DatabaseAccessor.java:801)
    at org.eclipse.persistence.internal.databaseaccess.DatabaseAccessor.executeNoSelect(DatabaseAccessor.java:867)
    at org.eclipse.persistence.internal.databaseaccess.DatabaseAccessor.basicExecuteCall(DatabaseAccessor.java:587)
    at org.eclipse.persistence.internal.databaseaccess.DatabaseAccessor.executeCall(DatabaseAccessor.java:530)
    at org.eclipse.persistence.internal.sessions.AbstractSession.executeCall(AbstractSession.java:914)
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    at org.eclipse.persistence.internal.queries.DatasourceCallQueryMechanism.executeCall(DatasourceCallQueryMechanism.java:192)
    at org.eclipse.persistence.internal.queries.DatasourceCallQueryMechanism.updateObject(DatasourceCallQueryMechanism.java:715)
    at org.eclipse.persistence.internal.queries.StatementQueryMechanism.updateObject(StatementQueryMechanism.java:430)
    at org.eclipse.persistence.internal.queries.DatabaseQueryMechanism.updateObjectForWriteWithChangeSet(DatabaseQueryMechanism.java:1141)
    at org.eclipse.persistence.queries.UpdateObjectQuery.executeCommitWithChangeSet(UpdateObjectQuery.java:84)
    at org.eclipse.persistence.internal.queries.DatabaseQueryMechanism.executeWriteWithChangeSet(DatabaseQueryMechanism.java:287)
    at org.eclipse.persistence.queries.WriteObjectQuery.executeDatabaseQuery(WriteObjectQuery.java:58)
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    at org.eclipse.persistence.queries.ObjectLevelModifyQuery.executeInUnitOfWork(ObjectLevelModifyQuery.java:86)
    at org.eclipse.persistence.internal.sessions.UnitOfWorkImpl.internalExecuteQuery(UnitOfWorkImpl.java:2898)
    at org.eclipse.persistence.internal.sessions.AbstractSession.executeQuery(AbstractSession.java:1225)
    at org.eclipse.persistence.internal.sessions.AbstractSession.executeQuery(AbstractSession.java:1207)
    at org.eclipse.persistence.internal.sessions.AbstractSession.executeQuery(AbstractSession.java:1167)
    at org.eclipse.persistence.internal.sessions.CommitManager.commitChangedObjectsForClassWithChangeSet(CommitManager.java:233)
    at org.eclipse.persistence.internal.sessions.CommitManager.commitAllObjectsWithChangeSet(CommitManager.java:108)
    at org.eclipse.persistence.internal.sessions.AbstractSession.writeAllObjectsWithChangeSet(AbstractSession.java:3260)
    at org.eclipse.persistence.internal.sessions.UnitOfWorkImpl.commitToDatabase(UnitOfWorkImpl.java:1413)
    at org.eclipse.persistence.internal.sessions.UnitOfWorkImpl.commitToDatabaseWithChangeSet(UnitOfWorkImpl.java:1518)
    at org.eclipse.persistence.internal.sessions.UnitOfWorkImpl.writeChanges(UnitOfWorkImpl.java:5499)
    at oracle.iam.request.repository.ApprovalRepository.updateApprovalInstanceWithOutcome(ApprovalRepository.java:84)
    at oracle.iam.request.impl.ApprovalManager.approvalInstanceComplete(ApprovalManager.java:111)
    at oracle.iam.request.impl.ApprovalPolicyServiceImpl.updateApprovalResult(ApprovalPolicyServiceImpl.java:52)
    at oracle.iam.request.api.ApprovalPolicyServiceEJB.updateApprovalResultx(Unknown Source)
    at sun.reflect.NativeMethodAccessorImpl.invoke0(Native Method)
    at sun.reflect.NativeMethodAccessorImpl.invoke(NativeMethodAccessorImpl.java:39)
    at sun.reflect.DelegatingMethodAccessorImpl.invoke(DelegatingMethodAccessorImpl.java:25)
    at java.lang.reflect.Method.invoke(Method.java:597)
    at com.bea.core.repackaged.springframework.aop.support.AopUtils.invokeJoinpointUsingReflection(AopUtils.java:310)
    at com.bea.core.repackaged.springframework.aop.framework.ReflectiveMethodInvocation.invokeJoinpoint(ReflectiveMethodInvocation.java:182)
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    at com.bea.core.repackaged.springframework.aop.support.DelegatingIntroductionInterceptor.doProceed(DelegatingIntroductionInterceptor.java:131)
    at com.bea.core.repackaged.springframework.aop.support.DelegatingIntroductionInterceptor.invoke(DelegatingIntroductionInterceptor.java:119)
    at com.bea.core.repackaged.springframework.aop.framework.ReflectiveMethodInvocation.proceed(ReflectiveMethodInvocation.java:171)
    at com.bea.core.repackaged.springframework.aop.framework.JdkDynamicAopProxy.invoke(JdkDynamicAopProxy.java:204)
    at $Proxy351.updateApprovalResultx(Unknown Source)
    at oracle.iam.request.api.ApprovalPolicyService_1nib43_ApprovalPolicyServiceRemoteImpl.updateApprovalResultx(ApprovalPolicyService_1nib43_ApprovalPolicyServiceRemoteImpl.java:462)
    at sun.reflect.NativeMethodAccessorImpl.invoke0(Native Method)
    at sun.reflect.NativeMethodAccessorImpl.invoke(NativeMethodAccessorImpl.java:39)
    at sun.reflect.DelegatingMethodAccessorImpl.invoke(DelegatingMethodAccessorImpl.java:25)
    at java.lang.reflect.Method.invoke(Method.java:597)
    at weblogic.ejb.container.internal.RemoteBusinessIntfProxy.invoke(RemoteBusinessIntfProxy.java:84)
    at $Proxy184.updateApprovalResultx(Unknown Source)
    at oracle.iam.request.api.ApprovalPolicyServiceDelegate.updateApprovalResult(Unknown Source)
    at sun.reflect.NativeMethodAccessorImpl.invoke0(Native Method)
    at sun.reflect.NativeMethodAccessorImpl.invoke(NativeMethodAccessorImpl.java:39)
    at sun.reflect.DelegatingMethodAccessorImpl.invoke(DelegatingMethodAccessorImpl.java:25)
    at java.lang.reflect.Method.invoke(Method.java:597)
    at Thor.API.Base.SecurityInvocationHandler$1.run(SecurityInvocationHandler.java:68)
    at weblogic.security.acl.internal.AuthenticatedSubject.doAs(AuthenticatedSubject.java:321)
    at weblogic.security.service.SecurityManager.runAs(SecurityManager.java:121)
    at weblogic.security.Security.runAs(Security.java:41)
    at Thor.API.Security.LoginHandler.weblogicLoginSession.runAs(weblogicLoginSession.java:52)
    at Thor.API.Base.SecurityInvocationHandler.invoke(SecurityInvocationHandler.java:79)
    at $Proxy350.updateApprovalResult(Unknown Source)
    at oracle.iam.request.workflowcallback.ApprovalCallBack.completed(ApprovalCallBack.java:28)
    at oracle.iam.platform.workflowservice.ws.CallbackServiceImpl.callback(CallbackServiceImpl.java:98)
    at oracle.iam.platform.workflowservice.ws.wls.CallbackService.callback(CallbackService.java:33)
    at sun.reflect.NativeMethodAccessorImpl.invoke0(Native Method)
    at sun.reflect.NativeMethodAccessorImpl.invoke(NativeMethodAccessorImpl.java:39)
    at sun.reflect.DelegatingMethodAccessorImpl.invoke(DelegatingMethodAccessorImpl.java:25)
    at java.lang.reflect.Method.invoke(Method.java:597)
    at weblogic.wsee.jaxws.WLSInstanceResolver$WLSInvoker.invoke(WLSInstanceResolver.java:92)
    at weblogic.wsee.jaxws.WLSInstanceResolver$WLSInvoker.invoke(WLSInstanceResolver.java:74)
    at com.sun.xml.ws.server.InvokerTube$2.invoke(InvokerTube.java:151)
    at com.sun.xml.ws.server.sei.EndpointMethodHandlerImpl.invoke(EndpointMethodHandlerImpl.java:265)
    at com.sun.xml.ws.server.sei.SEIInvokerTube.processRequest(SEIInvokerTube.java:100)
    at weblogic.wsee.jaxws.tubeline.FlowControlTube$FlowControlAwareTube.processRequest(FlowControlTube.java:155)
    at weblogic.wsee.jaxws.tubeline.FlowControlTube$1.run(FlowControlTube.java:94)
    at weblogic.wsee.jaxws.tubeline.FlowControlTube$1.run(FlowControlTube.java:92)
    at javax.security.auth.Subject.doAs(Subject.java:337)
    at weblogic.wsee.jaxws.tubeline.FlowControlTube.processRequest(FlowControlTube.java:91)
    at com.sun.xml.ws.api.pipe.Fiber.__doRun(Fiber.java:604)
    at com.sun.xml.ws.api.pipe.Fiber._doRun(Fiber.java:563)
    at com.sun.xml.ws.api.pipe.Fiber.doRun(Fiber.java:548)
    at com.sun.xml.ws.api.pipe.Fiber.runSync(Fiber.java:445)
    at com.sun.xml.ws.server.WSEndpointImpl$2.process(WSEndpointImpl.java:373)
    at com.sun.xml.ws.transport.http.HttpAdapter$HttpToolkit.handle(HttpAdapter.java:524)
    at com.sun.xml.ws.transport.http.HttpAdapter.handle(HttpAdapter.java:255)
    at com.sun.xml.ws.transport.http.servlet.ServletAdapter.handle(ServletAdapter.java:140)
    at weblogic.wsee.jaxws.WLSServletAdapter.handle(WLSServletAdapter.java:208)
    at weblogic.wsee.jaxws.HttpServletAdapter$AuthorizedInvoke.run(HttpServletAdapter.java:310)
    at weblogic.wsee.jaxws.HttpServletAdapter.post(HttpServletAdapter.java:223)
    at weblogic.wsee.jaxws.JAXWSServlet.doPost(JAXWSServlet.java:124)
    at javax.servlet.http.HttpServlet.service(HttpServlet.java:727)
    at weblogic.wsee.jaxws.JAXWSServlet.service(JAXWSServlet.java:79)
    at javax.servlet.http.HttpServlet.service(HttpServlet.java:820)
    at weblogic.servlet.internal.StubSecurityHelper$ServletServiceAction.run(StubSecurityHelper.java:227)
    at weblogic.servlet.internal.StubSecurityHelper.invokeServlet(StubSecurityHelper.java:125)
    at weblogic.servlet.internal.ServletStubImpl.execute(ServletStubImpl.java:300)
    at weblogic.servlet.internal.TailFilter.doFilter(TailFilter.java:26)
    at weblogic.servlet.internal.FilterChainImpl.doFilter(FilterChainImpl.java:56)
    at oracle.security.am.agent.wls.filters.OAMServletAuthenticationFilter.doFilter(OAMServletAuthenticationFilter.java:260)
    at oracle.security.am.agent.wls.filters.OAMValidationSystemFilter.doFilter(OAMValidationSystemFilter.java:133)
    at oracle.security.wls.oamagent.OAMAgentWrapperFilter.doFilter(OAMAgentWrapperFilter.java:121)
    at weblogic.servlet.internal.FilterChainImpl.doFilter(FilterChainImpl.java:56)
    at oracle.dms.wls.DMSServletFilter.doFilter(DMSServletFilter.java:330)
    at weblogic.servlet.internal.FilterChainImpl.doFilter(FilterChainImpl.java:56)
    at weblogic.servlet.internal.WebAppServletContext$ServletInvocationAction.doIt(WebAppServletContext.java:3684)
    at weblogic.servlet.internal.WebAppServletContext$ServletInvocationAction.run(WebAppServletContext.java:3650)
    at weblogic.security.acl.internal.AuthenticatedSubject.doAs(AuthenticatedSubject.java:321)
    at weblogic.security.service.SecurityManager.runAs(SecurityManager.java:121)
    at weblogic.servlet.internal.WebAppServletContext.securedExecute(WebAppServletContext.java:2268)
    at weblogic.servlet.internal.WebAppServletContext.execute(WebAppServletContext.java:2174)
    at weblogic.servlet.internal.ServletRequestImpl.run(ServletRequestImpl.java:1446)
    at weblogic.work.ExecuteThread.execute(ExecuteThread.java:201)
    at weblogic.work.ExecuteThread.run(ExecuteThread.java:173)
    Caused By: java.sql.SQLException: ORA-12899: value too large for column "DEV_OIM"."REQUEST_APPROVALS"."APPROVAL_STATUS" (actual: 442, maximum: 32)
    at oracle.jdbc.driver.SQLStateMapping.newSQLException(SQLStateMapping.java:74)
    at oracle.jdbc.driver.DatabaseError.newSQLException(DatabaseError.java:135)
    at oracle.jdbc.driver.DatabaseError.throwSqlException(DatabaseError.java:210)
    at oracle.jdbc.driver.T4CTTIoer.processError(T4CTTIoer.java:473)
    at oracle.jdbc.driver.T4CTTIoer.processError(T4CTTIoer.java:423)
    at oracle.jdbc.driver.T4C8Oall.receive(T4C8Oall.java:1095)
    at oracle.jdbc.driver.T4CPreparedStatement.doOall8(T4CPreparedStatement.java:205)
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    at oracle.jdbc.driver.OraclePreparedStatement.executeInternal(OraclePreparedStatement.java:3568)
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    at oracle.jdbc.driver.OraclePreparedStatementWrapper.executeUpdate(OraclePreparedStatementWrapper.java:1508)
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    at org.eclipse.persistence.internal.databaseaccess.DatabaseAccessor.executeDirectNoSelect(DatabaseAccessor.java:792)
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    at org.eclipse.persistence.internal.databaseaccess.DatabaseAccessor.basicExecuteCall(DatabaseAccessor.java:587)
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    at org.eclipse.persistence.queries.ObjectLevelModifyQuery.executeInUnitOfWorkObjectLevelModifyQuery(ObjectLevelModifyQuery.java:109)
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    at com.bea.core.repackaged.springframework.aop.support.DelegatingIntroductionInterceptor.doProceed(DelegatingIntroductionInterceptor.java:131)
    at com.bea.core.repackaged.springframework.aop.support.DelegatingIntroductionInterceptor.invoke(DelegatingIntroductionInterceptor.java:119)
    at com.bea.core.repackaged.springframework.aop.framework.ReflectiveMethodInvocation.proceed(ReflectiveMethodInvocation.java:171)
    at com.bea.core.repackaged.springframework.jee.spi.MethodInvocationVisitorImpl.visit(MethodInvocationVisitorImpl.java:37)
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    at $Proxy351.updateApprovalResultx(Unknown Source)
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    at weblogic.servlet.internal.FilterChainImpl.doFilter(FilterChainImpl.java:56)
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    at oracle.security.am.agent.wls.filters.OAMValidationSystemFilter.doFilter(OAMValidationSystemFilter.java:133)
    at oracle.security.wls.oamagent.OAMAgentWrapperFilter.doFilter(OAMAgentWrapperFilter.java:121)
    at weblogic.servlet.internal.FilterChainImpl.doFilter(FilterChainImpl.java:56)
    at oracle.dms.wls.DMSServletFilter.doFilter(DMSServletFilter.java:330)
    at weblogic.servlet.internal.FilterChainImpl.doFilter(FilterChainImpl.java:56)
    at weblogic.servlet.internal.WebAppServletContext$ServletInvocationAction.doIt(WebAppServletContext.java:3684)
    at weblogic.servlet.internal.WebAppServletContext$ServletInvocationAction.run(WebAppServletContext.java:3650)
    at weblogic.security.acl.internal.AuthenticatedSubject.doAs(AuthenticatedSubject.java:321)
    at weblogic.security.service.SecurityManager.runAs(SecurityManager.java:121)
    at weblogic.servlet.internal.WebAppServletContext.securedExecute(WebAppServletContext.java:2268)
    at weblogic.servlet.internal.WebAppServletContext.execute(WebAppServletContext.java:2174)
    at weblogic.servlet.internal.ServletRequestImpl.run(ServletRequestImpl.java:1446)
    at weblogic.work.ExecuteThread.execute(ExecuteThread.java:201)
    at weblogic.work.ExecuteThread.run(ExecuteThread.java:173)
    >
    <May 11, 2012 8:07:18 AM IST> <Error> <oracle.iam.request.impl> <IAM-2050200> <Failed to create the request in the repository.>
    <May 11, 2012 8:07:18 AM IST> <Error> <oracle.iam.request.impl> <IAM-2050050> <Exception thrown Exception [EclipseLink-4002] (Eclipse Persistence Services - 2.0.2.v20100323-r6872): org.eclipse.persistence.exceptions.DatabaseException
    Internal Exception: java.sql.SQLException: ORA-12899: value too large for column "DEV_OIM"."REQUEST_APPROVALS"."APPROVAL_STATUS" (actual: 442, maximum: 32)
    Error Code: 12899
    Call: UPDATE REQUEST_APPROVALS SET APPROVAL_STATUS = ? WHERE (REQUEST_APPROVALS_KEY = ?)
    bind => [com.oracle.bpel.client.BPELFault: faultName: {{http://schemas.xmlsoap.org/ws/2003/03/business-process/}selectionFailure}
    parts: {{
    summary=<summary>XPath query string returns zero node.
    The assign activity of the to node query is returning zero node.
    Either the to node data or the xpath query in the to node was invalid.
    According to BPEL4WS spec 1.1 section 14.3, verify the to node value at line number 251 in the BPEL source.
    </summary>}
    , 6]
    Any idea how to resolve this ??
    Thanks,

    Based on the error trace
    Caused By: java.sql.SQLException: ORA-12899: value too large for column "DEV_OIM"."REQUEST_APPROVALS"."APPROVAL_STATUS" (actual: 442, maximum: 32)
    you are inserting a value too large for REQUEST_APPROVALS.APPROVAL_STATUS column. It should contain values like COMPLETED, approved, rejected etc... Check your custom approval process again.
    Regards
    user12841694

  • Approval process not waiting for approval tasks to be completed

    Hi All,
    I created an Approval process for a resource. When a request is created for this resource an approval task is assigned to the manager of the user.
    Before the approval task is completed by the manager the resource is getting provisioned. Is there something I am missing out here. Any suggestions about what I am missing here.
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    The statuses shown are sometimes misleeding. There is a status for when the approval starts. There is a status when the Standard Approval process completes (this is normally set to auto complete). There there is a status for when the object specific approval starts, a status for if any of the approvals have been completed, and then one for when the whole request is completed. These don't neccessarily provide you with a sure answer to the status of the request.
    I think you need to disregard the statuses for now, and just configure the approval tasks as you intend to do so. If you do not want the standard approval to be required, set the Approve task to use the auto complete adapter. Then create an approval process specific to your resource object, and set it to the default. Then create an approval task and make to uncheck the "conditional" checkbox so that it always runs. Set your assignments appropriately, and you will be done. The provisioning will not start until all tasks are completed with a complete status for the tasks within.
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  • N-step approval process for PO in SRM 7

    Here are a couple of questions I have regarding N-Step approval configuration for PO in SRM 7 Process Controlled Workflow:
    1) It's our business requirement that the last-change person of the PO is defined as the first approver in the chain. I tested with RR_EMPLOYEE and a hard-coded user BP number (my own), but got error "Strategy RR_EMPLOYEE did not determine any approver". Changing to any other user's BP number worked. So I am guessing the buyer himself can not be an approver. Since this is a business requirement, we wouldn't mind developing enhancement to work around this restriction. If you could point me to the place where this is checked, that would help me.
    2) I have set up the process level configuration as such:
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    200     ZEV_PO_SL_APPR_002     PO  approval level 2     RR_MANAGER     Get Creator's Line Manager for Approval
    300     ZEV_PO_SL_APPR_003     PO  approval level 3     RR_MANAGER     Get Creator's Line Manager for Approval
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    0V_PO_POTOTALVALUE >= 25,000
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    Thanks!

    Hi,
      1) It's our business requirement that the last-change person of the PO is defined as the first approver in the chain. I tested with RR_EMPLOYEE and a hard-coded user BP number (my own), but got error "Strategy RR_EMPLOYEE did not determine any approver". Changing to any other user's BP number worked. So I am guessing the buyer himself can not be an approver. Since this is a business requirement, we wouldn't mind developing enhancement to work around this restriction. If you could point me to the place where this is checked, that would help me.
    SAP recently released the consultant OSS note to handle this issue.. when the release the SRM 7.0 , SC requestor or PO creator ( Buyer ) cant be in the approval list.. later on they release a OSS note to handle this issue.. 1551561\
    2) I have set up the process level configuration as such:
    100     ZEV_PO_SL_APPR_001     PO  approval level 1     RR_EMPLOYEE     Specify Employee for Approval
    200     ZEV_PO_SL_APPR_002     PO  approval level 2     RR_MANAGER     Get Creator's Line Manager for Approval
    300     ZEV_PO_SL_APPR_003     PO  approval level 3     RR_MANAGER     Get Creator's Line Manager for Approval
    The corresponding expressions are simply checking against the PO total value, such as -
    0V_PO_POTOTALVALUE >= 0 AND 0V_PO_POTOTALVALUE < 1,000
    0V_PO_POTOTALVALUE >= 1,000 AND 0V_PO_POTOTALVALUE < 25,000
    0V_PO_POTOTALVALUE >= 25,000
    But when I checked the Approver list with a PO with total value > 50,000, only the first level is triggered and listed. And once approved, the PO went into "Ordered" status. But it should have gone through 3 levels of approval. I'd greatly appreciate it if you could point out what might have been wrongly defined in my configuration.
    once you implement the OSS note Q1, you can build the custom RR resolver to handle this issue with in one process level.. but you have to implement the process level BADI as well.. please refer /SAPSRM/BD_WF_PROCESS_PO badi for more details
    Saravanan

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