Using Activate Enhanced Approval Procedure Functions for ChaRM 7.1 Sp10
This blog is a How to Step by Step Config, If you are interested in activating the Enhanced Approval Procedure contained within Solution Manager 7.1 Sp10
If the customer has more than one Approval Process and wants to utilize a Rule based Approval Procedure, for their Change Docs, they can do so using this new feature:
Activities
Choose New Entries,
and enter the following data:
User Name
|
*
|
Field Name
|
ENH_APP
|
Sequence Number
|
001
|
Field Value
|
X
|
Create Approval Procedure Rules
Use
You must create two rule
policies in the WebClient UI before you can use them for your approval
procedures:
- Approval procedure rule: AI_CM_CR_RFC_PRO
- Approval step determination rule: AI_CM_CR_RFC_STE
Activities
- In the WebClient UI, choose Service Operations -> Rule Policies.
(The system displays the search screen for rule policies )
.
- Choose New, and
choose Approval Management as the context. You have to create two rule
policies. Save the first one, before you create the other:
For the approval procedure rule, enter AI_CM_CR_RFC_PRO
in the Rule Policy field.
For the approval step determination rule, enter AI_CM_CR_RFC_STEin the Rule Policy field.
(The system creates a default policy variant.)
- Select the rule policy
top node to set authorizations. - Select Draft Rules line item, then *Subnode to
create a Rule folder
by adding a subnode.
- Select the newly-created
rule folder, and choose *Subnode to create a new Rule: - Under Rule Details,
enter a name and a description for your new rule. - Add actions and
conditions to your rule folder, as follows:
Conditions for the approval procedure rule:
Match
|
Attribute
|
Operator
|
Value
|
Description
|
If
|
Transaction Type
|
Equals
|
Request for Change
|
Request for Change
|
Actions for the approval procedure rule:
Actions
|
Name
|
Value
|
Description
|
|||
Approval Procedure
|
Change Request
|
|||||
|
|
|
|
|
|
|
Conditions for the approval step determination
rule:
Match
|
Attribute
|
Operator
|
Value
|
Description
|
If
|
Approval Procedure
|
Equals
|
SMCR0001 / ZMCR0001
|
|
And
|
Approval Step
|
Equals
|
SMCR000001 /
|
|
And
|
Approval Step Approver
|
Equals
|
Actions for the approval step determination
rule:
Actions
|
Name
|
Value
|
Description
|
Set partner for step
|
|||
Partner function
|
SDCR0002
|
||
- 8. When you have created
your rules and checked them to ensure correct logic and syntax, you can release
and save them.
Result: You have created two rule policies which you can use for approval management.
Example
For more information on
rule policies, see the SAP Help Portal under http://help.sap.com/crm ->
<Release and language> -> Application Help -> Basic Functions ->
Rule Modeler.
Nice blog Meghan
BR
@WenSolman