Sales order approval workflow
Hi,
I am new to workflow. I have to implement sales order approval process in sap.
Below are my queries:
1) Can anyone tell me that is there any standard method for "approval" available in BOR.
2) Organization level should be derived from the custom table in sap depending on the input coming to workflow.
So how i can implement this process?
3) Is there any possibility to approve the sales order through e-mail. If yes then how to do that.
Can anyone suggest any example for this.
Thanks in Advance.
Sumit
Hi Sumit,
There are standard Objects available in BOR for sales order you can extend that object type and use a
new method for Approval process check object BUS2032.
You can forward your workitem through email maintain settings in SCOT and SOST.
Thanks & Regards
Hari Sankar M
Similar Messages
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Need Sales Order Approval Workflow upto two level
Hi All,
I am new user of sdn and also in workflow.I want to create a workflow to approve a sales order upto two level of approval.
Is there any standard workflow available for this?or any standard task to approve sales order.Please help.Hi Abhijit,
Thanks for your assistance.
Actually what I need is to build a workflow which will be triggered whenever a Sales Order is created by some user.First the workflow will check if the sales order value is greater than Rs.10,000 or not.If yes it will go for the first level of approval to authority1 if not it simply complete the workflow.If authority1 approve the workflow it will go to authority2 for second level of approval.If authority1 reject that it will go back to the sales order creater to change it or he simply complete the workflow.If he choose change then it will again go for the first level of approval to authority1.If authority1 approve the sales order then it will go to the authority2 for second level of approval.If authority 2 approves it the sales order will be finally approved else it will return back to the creater to change or withdraw.
I think you have understood what I want.Waiting for your reply. -
I wish to know if there is any standard procedure for the below in SD.
"Sales Order Approval. There is a need from business to align on confirmation control.
User requests to change the sales order flow to include SO confirmation step."
rgds,
Prihi
<u><b>U will follow this steps:</b></u>
1.First create the status profile.
2.In this status profile,u have create the Approval and Non-Approval and Double click to the Processing Process.
3.Then assign to the Sales document header or Item Level.
<b>IMG - Sales and Distribution - Sales - Sales Documents -Define And Assign Status Profile</b> -
Fiori Approve Reqs - Custom Sales Order Approval Issue
Hi All,
Urgent Help required .
We are developing Sales Order Approval apps using Approve Requests as baseline. We have requirement to display the sales Order details in Apps Like the PO apps. Please help me find out how to add business data to Approve request apps . I have checked below Doc .
.http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/f0ab2463-4e16-3110-b08e-d93918e513a1?QuickLink=index&overridelayout=true&58789512365087
Step 8 Extensibility section .
8.2 we have implemented . all the steps mentioned in Doc were implemented in the backend system as we have to retrieve data from ECC/ERP
Created Model Provider Class.
Created the data provider Class.
Created Service and maintained the customization table /IWPGW/C_TGW_CTX with Service.
But i am not able to see the fields i have added to Entity when testing in the metadata fields in TASKPROCESSING. However, it does show there is Contextserviceurl with the context service what we have created
Please let me know the Next step or if i am missing some steps .
Please suggest me best approach to develop the Approval apps if not delivered by SAP ???
Thank you very much for your help.
Thanks,
Deepanker
Tags edited by: Michael ApplebyYou need to REDEFINE method ENTITYSET_TASK and couple of other methods like GET_ENTITY etc. I am showing one for reference:
Please look at std SAP method for GET_ENTITY in the std class. Here is a sample example:
first get a handle to the Instance ID
CASE iv_entity_name.
WHEN 'InvoiceItem'.
* get work item's instance ID
READ TABLE it_key_tab INTO ls_key WITH KEY name = 'InstanceID'.
READ TABLE it_key_tab INTO ls_key_item WITH KEY name = 'InvoiceLineItem'.
lv_wiid = ls_key-value.
* retrieve Invoice details
CALL FUNCTION 'CONVERSION_EXIT_ALPHA_INPUT'
EXPORTING
input = lv_wiid
IMPORTING
output = num.
CALL FUNCTION 'SAP_WAPI_READ_CONTAINER' destination lv_destination
EXPORTING
WORKITEM_ID = num
BUFFERED_ACCESS = 'X'
IMPORTING
RETURN_CODE = lv_returncode
TABLES
SIMPLE_CONTAINER = lt_simple_container
SUBCONTAINER_BOR_OBJECTS = lt_subcontainer_bor_objects
SUBCONTAINER_ALL_OBJECTS = lt_subcontainer_all_objects.
if lv_returncode = 0.
"TEST
READ TABLE lt_subcontainer_bor_objects with table key element = lc_element
into wa_subcontainer_bor_objects.
" call rfc for data
CALL FUNCTION 'ZRFC' destination lv_destination
EXPORTING
AUSBK = wa_subcontainer_bor_objects-value+20(4)
BELNR = wa_subcontainer_bor_objects-value+24(10)
GJAHR = wa_subcontainer_bor_objects-value+34(4)
IMPORTING
BLDAT = wa_BLDAT
XBLNR = wa_XBLNR
VENDOR = wa_vendor
WRBTR = wa_wrbtr
TABLES
LT_ITEM = lt_inv_item.
ENDIF.
* map details
READ TABLE lt_inv_item INTO wa_inv_item WITH KEY BZKEY = ls_key_item-value.
ls_item-instance_id = lv_wiid.
ls_item-invline_item = wa_inv_item-BZKEY.
ls_item-COST_CENTER = wa_inv_item-KOSTL.
ls_item-COMPANY_CODE = wa_inv_item-AUSBK.
ls_item-FISCAL_YEAR = wa_inv_item-GJAHR.
ls_item-GLACC_TEXT = wa_inv_item-TXT20.
ls_item-FISCAL_YEAR = wa_inv_item-GJAHR.
ls_item-GL_ACC_NO = wa_inv_item-SAKNR.
ls_item-INV_DOC_NO = wa_inv_item-BELNR.
ls_item-INVOICE_AMT = wa_inv_item-WRBTR.
CALL METHOD copy_data_to_ref
EXPORTING
is_data = ls_item
CHANGING
cr_data = er_entity.
You might have to handle exceptions in this code and this is just an example.
thanks
Ashish -
SAP Query: Sales Order to Workflow Join
I'm trying to create a report in Query that joins VBAK to workflow. The idea is to select a date range, a sales org, a customer, or any number of parameters, and bring in work items related to those Sales orders .
The trouble I'm having though is finding the key field to join sales orders to workflow. I've been through what I think is nearly every workflow table, but I can't find a compatible field.
Any help is greatly appreciated, and of course points awarded.
Thank you.Hi Naval
Can you provide a bit more detail. It is difficult to try and think what the problem could be without sufficient information
Regards
Brian Maunde -
Removing of billing block in Sale Order through workflow
Hi all,
I want to remove the billing block in sale order when the person approves suing user decision step in workflow .
ANy idea would be great ...
Regards,
VenkiHi Surjith,
task is not for the billing process ....
and here my big problem is that i was unable to call the custom method in worklofw ....
So attachment is not working in workflow only it works while testing if i pas the key value .
Here my requirment is to remove the billing block if the person approve in decision step ...
Deepa,
Can u tell me how to call a custom method here i am using standard BUS2032 in my task.
already i have BO with custom method but i dont know how to call it when the transaction get executed ....
Thank u for ur reples...
Regards,
venki -
Sales Invoice Approval Workflow
Hello Experts,
I want to trigger workflow when any billingis generated with the transaction VF01.
After research, I've found that there might be no standard workflow for approval of Sales Invoice.
However I've found the business object VBRK.
shall I have to write the new workflow for this with the Business object VBRK or is that anything which SAP gives in standard and I'm not able to find it..?
Please help...
Naimish.My requirement is that when any billing document is created, by it should go for the approval to the Sales manager and after the approval only the billing block is removed and accounting document of the invoice is generated.
Hi
As per your requirement, you should have a billing block at sales order level, because of that user will not able to create billing document. At the time of sales order save event workflow will trigger to respective authority based on sales value. The list of authorities along with their respective authorisied amount should maintain in a table.
Based on that table workflow will trigger to respective person.
That person will authorised to accept/reject that document, if accepted billing block will automatically removed from the sales order and SOP personnel can now create the billing for that.
The whole scenario explained is for credit/debit memos.
Please check your requirement and contact your ABAPer/Workflow expert. -
Work flows...Sales order approval
How to trigger the workflow after creating the Sales order n send the SO for approval through Mail?
Hi,
If that Workflow, Matches your Requirement.
Activate the workflow and test it.
Once you created a Sales Order you want the workflow to trigger right.
Do the following steps,
1) Create sales order
2) Goto t.code SWEL, give the user id from which created the
Sales order in 'Creator (User)' & Execute it.
3) You will find the Business Object (BO) and event, if your workflow is active it will come under the 'Name of Receiver Type'
4) Once you activated the workflow you can find it below the 'Name of Receiver Type'.
Activating the Workflow.
1) Goto T.code SWDD -- Give the workflow number
2) Goto Basic data (Ctrl+F8) --> 'Start Events' Tab and click the active button, Once it active it will become green if it not active it will become Grey.
Regards,
Surjith -
Hi,
I just want to know what is work flow and for the sales order how to see the work flow? Is the work flow and the document flow are same ? please help me understanding this.
Regards,
VenksysHi Venky,
Just giving you examples for both work flow and document flow.
Document Flow:
After creating the sales order, you may create the delivery, shipment and invoice. All these documents can be seen from the sales order by clicking the "Document Flow" icon
Work Flow:
While creating the sales order you may want the user to restrict from giving more than 5% discount.If the user gives more than 5% discount, then a notification can be triggered to his manager. The manager can then review the sales order and approve the discount. This is called workflow.
Both document flow and workflow are different.
Regards,
Raghav -
Hi All,
1. I have set the approval for the SO. Once the SO is approved from the manager, In some cases there might be changes in Terms & Conditions and I want to make the changes of Terms & Conditions. These changes will be done after the approval only because we might know there is the change in the T&C. So how can I do this.
2. Once the document is approved and after receiving the approved document If there is any changes in the document I am unable to change the modifications in SO. How can I do this.
3. When the changes has updated it should again send for the approval.When the document is sent for the approval to the manager if there is any modifications in the SO can he make the modifications in the SO.
ThanksHi Sandy,
1. I have set the approval for the SO. Once the SO is approved from the manager, In some cases there might be changes in Terms & Conditions and I want to make the changes of Terms & Conditions. These changes will be done after the approval only because we might know there is the change in the T&C. So how can I do this.
Therefor you need a query, that check if the payment condition in sales order is the same like in the bp master.
2. Once the document is approved and after receiving the approved document If there is any changes in the document I am unable to change the modifications in SO. How can I do this.
3. When the changes has updated it should again send for the approval.When the document is sent for the approval to the manager if there is any modifications in the SO can he make the modifications in the SO.
Thats a good question, we have a similar problem. Some approved orders need to be changed. I was searching for a solution, but it seems thats not possible to change a approved document. In our case we cancel eg. the order and duplicate it for a new approval procedure.
Regards Steffen -
Sales order approval based on Price
Hi Champs,
Have a scenario which needs to be mapped in SD.
Flexibility to decide if the billing needs to be processed for the respective sales order even if the actual price is lower than the sales budgeted price is required.
System will first compare the actual sales price with the budgeted price and if found lower a release for the sales order will be trigerred and attached to the sales order.
The function of this release in sales order will be to block the sales order at the time of billing creation. Please note that in this option, system will not stop the user from creating the sales order.
Until the authority does not release this order, the billing cannot be processed.
Can you please guide me if you have come across any such requirement.Create one budgeted price conditon in the pricing procedure as statistical. The actual price should be compared with the budgeted price condition & if it is greater then automatically set a billing block. The billing block (VBAK-FAKSK) can be set automatically through the Module Pool MV45AFZZ & you make sure to put the logic that once the billing block is removed manually (Approved) then set VBAK-FAKSK eq initial.
-
Sales Order Approval needed when price is changed
Gurus,
Here is the Scenario:
User creates a sales order. If he changes the price of an item or adds a discount, it is required that the Sales Order needs approval from the Manager. Please let me know how to proceed with this.
P.S.I found a similar thread but it was not answered.
Referal Thread
Approval at the time of price differenceHi Manoj,
This can be done by using status profile at the sales order header and with function module I_Change_Status, you can change the user status in background and the order would need approval from the manager before allowing to create any subsequent documents.
So create user status in your status profile
SPRO - SD - SALES - DEFINE AND ASSIGN STATUS PROFILE - SALES DOCUMENT HEADER
10 - Order Created
20 - Order Confirmed
30 - Order changes pending approval
40 - Order Rejected
50 - Order changes approved
Now your abapper can write a logic in program MV45AFZZ wherein, whenever something in the order is changed after the order has been confirmed (status 20), then the status would automatically be set to 30. ((This can be done changes made to pricing if order is still at status 10. You have to decide the best possible scenario, i am just giving you an overview))
Now your sales manager can come and either make it 40 if he wants to reject it, or make it 50, if he is okay with the new rates or discounts if any.
You can find what changes have been made in the order by going to Environment - Changes.
This will give the manager a clear picture of which fields in the order have changed.
I have used this concept and it works perfectly fine.
Try and let me know.
Reward points for contribution if helpful.
Regards
Ravi -
Sales Order Approval questions
Forum,
I have an approval in place which is configured to alert when the Gross Profit % is less than 20. I just want to confirm that this is for the overall order total and not the individual items on the sales order?
Regards,
JuanGordon,
Thank you for your response. As this is the case, I am trying to create a query for an approval which if items are less than 20% of the gross profit % they will require approval.
I have only got to this part, can anyone assist?
SELECT 'TRUE'
FROM OITM
WHERE
T0.ITEMCode = $[$5.0.0]
Regards,
Juan -
SAP SD Sales Order approval process
Hi Gurus,
Could anyone explain how to map the following scenario in SAP SD sales Order Management?
Ques-1:
Sales order will be reviewed by supervisor. If the supervisor approves, then the sales order will be available for the Sales manager for review. If the supervisor disapproves, then the sales order will be stopped from getting processed.
Ques-2:
Sales order will be reviewed by sales manager. If the sales manager approves, then the sales order will be available for the Sales director for review, if the order is above a pre-set value limit. If the sales manager disapproves, then the sales order will be stopped from getting processed.
Ques-3:
Pending sales orders will be automatically promoted to the next level.
Have a Nice Day.
Regards,
Ravikumar.SHi Ravikumar
For all your questions ,
Configure credit management and in FD32 maintain credit limit for the customer. and in OVA8 , maintain Error indicator . So if the error exits then the sales order will be sent to the supervisor to get the approval.and then do delivery. After approving by the supervisor then it the sales order will be forwarded to
Sales manager. to finalize again
So while doing configuration in credit mgmt , dont maintain credit limit for the supervisor and maintain credit limit to Sales manager. But make sure that the 1st level is supervisor and the 2nd level is sales manger. So that once the Error comes in the sales order then it will be forrwarded to Supervisor and then supervisor will forward to Sales manager
Regards
Srinath -
How to amend the seeded sales order lines workflow
Hi,
I'd like to amend the workflow of order lines in sales order form in Order Management
I want to clear the schedule ship date field because
it is auto deafulted with sysdate
How to download the seeded workflow ?
How can i determien the needed amendment ?
Any Guide PLS ?
ThanksYou can download the workflow using the WFLOAD command - see MOS Doc 1569004.1
You will need Workflow Builder on a Windows PC to modify the workflow - see MOS Doc 1461991.1 and MOS Doc 125067.1
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