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Flexible Workflow for Sourcing and Procurement in SAP S/4HANA

Flexible Workflow is a new concept introduced in SAP S/4HANA with the objective to simplify workflow configuration. Documents in Sourcing and Procurement, such as purchase requisition, purchase order, request for quotation, etc., usually go through an approval process. In the SAP ERP system, we used Release Procedure and, in some cases, SAP Business Workflow to accomplish this process. For example, the approval process for a PO could be as simple as the following: any PO exceeding $1000 requires a manager’s approval and any PO exceeding $5000 requires two levels of approval.

Even though both Release Procedure and SAP Business Workflow are still available in S/4HANA, it is recommended that you use the new Flexible Workflow functionality in S/4HANA. The flexible workflow is based on a set of predefined workflow scenarios and tasks. This provides the functionality to define condition-based workflow for different processes in sourcing and procurement. It is possible to define single or multi step approval processes, and the relevant workflow items are made available in the My Inbox Fiori App for the approvers. Manage Workflows Fiori Apps are available for different purchasing documents, and these apps allow the Business process specialist to set up workflows based on the business requirement.

In this blog, I will explain the configuration steps and provide screenshots for workflows for Purchase Requisition. The steps to implement workflows for other purchasing documents are similar, and the information provided in this blog may be used as reference material.

Flexible Workflow for Purchase Requisitions – Configuration steps

  1. Automatic Workflow Customizing

SPRO -> SAP NetWeaver -> Application Server -> Business Management -> SAP Business Workflow -> Maintain Standard Settings

This customizing activity has the following areas

  • Runtime Environment
  • Definition Environment
  • Additional Settings and Services
  • Classify Tasks as General

If you have configured workflow functionality (SAP Business Workflow or Flexible Workflow) in your system already, all Customizing steps listed in this step should have a green checkmark. If not, click Redo Automatic Customizing to complete this activity. You could select individual activities under each area and click Execute Activity to make the required settings. If you have not used any workflow before you need to click Automatic Workflow Customizing to make the settings.

For more info on Automatic Workflow Customizing please visit https://help.sap.com/viewer/36802406aebb4b96b1598246e1d316ee/1909.002/en-US/4f25999fe85a18c3e10000000a421937.html

  1. Activate flexible workflow scenarios

SPRO -> SAP NetWeaver -> Application Server -> Business Management -> SAP Business Workflow -> Flexible Workflow -> Scenario Activation (You could access this from PR configuration as well)

Activate the workflow scenario ID as shown in the table below. Scenarios will become visible in the Manage Workflows for Purchase Requisitions Fiori App once activated here.

Scenario ID Workflow Name
WS02000458 Overall Release of Purchase Requisition
WS02000471 Release of Purchase Requisition Item

 

  1. Define step names and decision options to be used in the Fiori app My Inbox.

SPRO -> SAP NetWeaver -> SAP Gateway Service Enablement -> Content -> Workflow Settings -> Maintain Task Names and Decision Options

In the Step Name Overview screen, the following new entries are made if they don’t exist already. The step names defined in this step are used in the Fiori app My Inbox to group and display the approvers’ work items.

Workflow ID Step ID Step Description
WS02000458 0000000019 Overall Release of Purchase Requisition
WS02000471 0000000020 Release of Purchase Requisition Item

In the Step Name Overview screen, select a workflow ID and double click on Decision Keys in the dialog structure on the left-hand side of the screen. Then enter the data shown in the table below

Key Decision Text Nature
1 Approve POSITIVE
2 Reject NEGATIVE

The columns Icon MIME Repository Path and Comment On must be left blank.

This activity should be repeated for all workflow scenarios and steps that you would like to use.

 

  1. Define visualization metadata for My Inbox

In S/4HANA, procurement documents that use flexible workflow are approved in the Fiori App My Inbox. For this reason, the Fiori app My Inbox should be activated and set up for the approvers. Please refer to the link below for more details

https://help.sap.com/viewer/af9ef57f504840d2b81be8667206d485/1909.000/en-US/179740ca1bff480c86a3d86522143f4f.html

SPRO -> Materials Management -> Purchasing -> Purchase Requisition -> Flexible Workflow for Purchase Requisitions -> Client-Dependent Configuration

Select Worklist Client as SAPUI5 My Inbox and choose Task tab and create new entries with the data as shown below

Workflow scenario ID WS02000458 and task ID TS02000702

Parameter Name Visualization Parameter Value
COMPONENT_NAME cross.fnd.fiori.inbox.annotationBasedTaskUI
QUERY_PARAM00 service=/sap/opu/odata/SAP/C_PURREQUISITION_FS_SRV
QUERY_PARAM01 entity=/C_PurRequisitionFs(PurchaseRequisition='{OBJKEY}’)
QUERY_PARAM02 annotations=/sap/opu/odata/IWFND/CATALOGSERVICE;v=2/Annotations(TechnicalName=’C_PURREQUISITION_FS_ANNO_MDL’,Version=’0001′)/$value

 

Workflow scenario ID WS02000471 and task ID TS02000714

Parameter Name Visualization Parameter Value
SCHEME Sapui5
COMPONENT_NAME cross.fnd.fiori.inbox.annotationBasedTaskUI
QUERY_PARAM00 service=/sap/opu/odata/sap/C_PURREQUISITIONITEM_FS_SRV
QUERY_PARAM01 entity=/C_PurRequisitionItemFs(PurchaseRequisition='{&_WI_OBJECT_ID.MS_PUR_REQ_ITEM.PURCHASEREQUISITION&}’,PurchaseRequisitionItem='{&_WI_OBJECT_ID.MS_PUR_REQ_ITEM.PURCHASEREQUISITIONITEM&}’)
QUERY_PARAM02 annotations=/sap/opu/odata/IWFND/CATALOGSERVICE;v=2/Annotations(TechnicalName=’C_PURREQUISITIONITEM_FS_ANNO_MDL’,Version=’0001′)/$value

 

  1. Deactivate event type linkages for SAP Business Workflow

In this step, using T Code SWETYPV (Event Type Linkages), deactivate any old workflow scenarios you may have used previously.

 

  1. Generalize tasks and activate event type linkages for flexible workflow

SPRO -> SAP NetWeaver -> Application Server -> Business Management -> SAP Business Workflow -> Perform task-specific Customizing

 

Navigate to the application component, MM-PUR-REQ – Purchase Requisitions. Click on Assign Agents

Select Overall Release of purchase Requisition (TS02000702). Click on Attributes.

Repeat this step for Release of Purchase Requisition Item (TS02000714)

Choose General Task and click Transfer

 

Go back one time and click Activate Event Linking

Select the workflow scenario for Overall Release of Purchase Requisition WS02000458 and expand the node to display the relevant event. Click on the button Deactivate to activate the event linking

Repeat this step for workflow scenario, Release of Purchase Requisition Item WS02000471

  1. Register gateway service for value helps

To enable value help in the flexible workflow an OData service is used. In this step you will register this OData service as shown below.

SPRO -> SAP NetWeaver -> SAP Gateway -> OData Channel -> Administration -> General Settings -> Activate and Maintain Services

T Code: /n/IWFND/MAINT_SERVICE

From the initial screen choose Add Service and enter the following values

System Alias – Use value help (F4) and select the S/4HANA backend system

Technical service = S_MMPURWORKFLOWVH_CDS

and click on Get services and then click on Add Selected Services

This concludes the configuration required for Flexible Workflow for Purchase Requisition and now you should be able to launch the Manage Workflow app and set up the workflow as required for the business.

 

The table below shows all the predefined flexible workflow scenarios and tasks available for documents in Sourcing and Procurement in S/4HANA 1909

 

Workflow Scenario ID Workflow Name Standard Task ID Task Name
WS00800193 Workflow for Supplier Quotation TS00800462 Release Supplier Quotation
WS00800238 Workflow for Purchase Order TS00800531 Release of Purchase Order (Manual)
WS00800251 Workflow for Blocked Invoice TS00800538 Release of Blocked Invoice
WS00800302 Workflow for RFQ TS00800576 Release RFQ
WS00800303 Workflow for Parked Invoice as Complete

TS00800577

TS00800585

Release Complete Invoice

Rework Invoice

WS00800304 Workflow for Purchase Contract TS00800578 Release of Purchase Contract (Manual)
WS00800305 Workflow for Scheduling Agreement TS00800580 Release of Scheduling Agreement
WS00800321 Workflow for Service Entry Sheet TS00800593 Release SES
WS00800333 Workflow for Centrally Managed PO TS00800600 Release of Centrally managed PO
WS00800346 Workflow for Central Purchase Contract TS00800607 Release of Central Contract
WS02000434 Overall Release of Central PR TS02000677 Overall Release of Central PR
WS02000438 Release of Central PR Item TS02000687 Release central PR Item
WS02000458 Overall Release of Purchase Requisition TS02000702 Overall release of Purchase Requisition
WS02000471 Release of Purchase Requisition Item TS02000714 Release of Purchase Requisition Item
WS02000485 Approve Centrally Managed PR – Overall TS02000734 Release of Centrally Managed Purchase Requisition
WS02000494 Workflow for Centrally Managed PR Item TS02000737 Release of Centrally Managed Purchase Requisition Item

 

 

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