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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:

  /wp-content/uploads/2014/07/1_425314.png
 
 

Activities

Choose New Entries,
and enter the following data:

User Name

*

Field Name

ENH_APP

Sequence Number

001

Field Value

X

/wp-content/uploads/2014/07/2_425321.png

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        )

/wp-content/uploads/2014/07/3_425322.png

.

  • 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.)

  • /wp-content/uploads/2014/07/4_425323.png

/wp-content/uploads/2014/07/5_425327.png

  • 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.

/wp-content/uploads/2014/07/6_425331.png

  • Select the newly-created
    rule folder, and choose *Subnode to create a new Rule:
  • /wp-content/uploads/2014/07/7_425339.png
  • Under Rule Details,
    enter a name and a description for your new rule.
  • /wp-content/uploads/2014/07/8_425340.png
  • Add actions and
    conditions to your rule folder, as follows:

/wp-content/uploads/2014/07/actions_425341.png

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
  Approval Procedure

Conditions for the approval step determination
rule:

Match

Attribute

Operator

Value

Description

If

Approval Procedure

Equals

SMCR0001 / ZMCR0001

And

Approval Step

Equals

SMCR000001 /
  ZMCR000001

And

Approval Step Approver

Equals

Actions for the approval step determination
rule:

Actions

Name

Value

Description

Set partner for step
  approval by PFC

Partner function

SDCR0002

  1. /wp-content/uploads/2014/07/9_425345.png
  2. 8. When you have created
    your rules and checked them to ensure correct logic and syntax, you can release
    and save them.

/wp-content/uploads/2014/07/10_425359.png

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
.

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      Author's profile photo Wence Lacaze
      Wence Lacaze

      Nice blog Meghan

      BR

      @WenSolman