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Author's profile photo Boris Milosevic

The Group Approval – PPOMA_CRM Org. Model – CHARM SP10

How to create organizational Model for the CHARM Approval Group in the  Michael Vollmer’s Blog of the  New ChaRM Feature with SP 10: Enhanced Approval Procedure Functions  he did not explain how to create Org Model via PPOMA_CRM , therefore I would like to show  this simple process – to create Approval Group Organization!

To be able to create an Organizational Model you should first create Organization Model for the Approval Group type Organization.

Goto SPRO :

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then choose valid time period for your organization:

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in the next screen you should chose name of the approval organization in our Case will be following:

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Approval Organization 1

After you created approval organization you should create new postion like is presented in the below picture with the steps how to create :

  1. Select current Organization
  2. Create new Assigment/Relationship
  3. Choose “Incorporates Position”

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then choose new name in our case Org. Model 1

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your current Org Model is ready to assign the members Holders!

Click on the Org. Model 1 and with the right Click (DropDown Menu) go to Assign

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in the next screen choose Owner / BP

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then you will get:

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in the above picture you can choose one or more then one ember of your future App. organization. In our case will be 3 BP.

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Do not Forget to SAVE before you leave the transaction.

Hope that helps, if you have comments are find errors, do not hesitate to contact me.

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      5 Comments
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      Author's profile photo Former Member
      Former Member

      Nice Blog!

      I linked it in my general SP10 Overview Blog šŸ˜‰

      Best regards

      Tobias

      Author's profile photo Former Member
      Former Member

      Nice blogs. Thanks Boris.

      Rg,

      karthik

      Author's profile photo Consultants Consultant
      Consultants Consultant

      HiĀ BorisĀ Milosevic,

      Thanks for the blog.

      I have created org unit and activated enhanced approval procedure as well. When I maintained in CHARM RFC screen, workflow is not triggering to those group of people who is assigned in that Organization Unit when i set the status to ā€œRelease for Approvalā€.

      But if i add change manager as an individual person, workflow is triggering.Ā 

      Please suggest on this

      Regards,

      Gopinath CB

      Author's profile photo abhi saran
      abhi saran

      Were you able to find the solution as same is happening in 7.2 SP09

      Author's profile photo abhi saran
      abhi saran

      HiĀ BorisĀ Milosevic,

      Nice blog.

      Mentioned solution doesn't seem to work for organisational unit businessĀ  partnerf as workflow fails to get the email id of all person assigned to organizational unit or the organizational unit itself.