1. Workflow Part-1

2. Introduction SAP WORKFLOW Concepts Basic Workflow Terminology

3. The R/3 Integration Model SD FI Sales & Financial Distribution Accounting Accounting MM CO Materials Materials Controlling Mgmt. PP AA Production R/3 Asset Planning Accounting QM Quality Client / Server PS Project Mgmt. PM Plant ABAP WF System Maintenance Workflow HR IS Human Industry Industry Resources Solutions

4. Introduction It handles The Process Ex: Releasing of Blocked Vendor The People

5. Position of the workflow in the system Business Workflow SD FI MM CO PP AM QM PM R/3 WF PS Integrated Applications HR IS Business Middleware Layer

6. Introduction Workflow Automates processes Involving range of activities/tasks Occurs repeatedly in similar form Involves people/Departments Require high degree of co-ordination

7. Automating Corporate Processes Proof of Delivery Trouble Report Sales Product Customer Sales Management Planning Service Sales Budget Order Forecast Production Planning Customer Packing Slip Invoice Order Shipping & Processing Assembly Receiving Accounting Product Assembly Shipping Assembly Invoice Order Order Order Packing Packing Slip Slip Product Product

8. Business processes Risk Exchange Handling Treasury manage - hedging payments ment Financial Credit control Customer invoice Accounting posting Order Service Sale Controlling Costing document profit - profit- ability s profit ability Incoming Inter- Sales and Incoming order Financin g Vendor selection Evaluation order posting company billing Externa l Distribution decision billing Inter- Transfer Vendor Logistics order selectio company billing n Production Productio n Production Delivery order

9. What does workflow do? Risk Exchange Handling Treasury manage hedging payments es - ment Financial a t Credit Customer invoice m ess control Accounting posting to c Order Service Sale u ro Controlling Costing document profit profit- s a p - ability profit ability Sales and w s lo es Incoming Financin Vendor Evaluation Incoming order Inter- company Externa kf in order g selection l posting billing Distribution decision billing o r W bus Inter- Transfer Vendor Logistics order selectio company billing n e Production Productio Production Delivery th n order

10. Benefits Faster and Simpler Needs less effort Easy to Learn and understanding

11. Benefits Better control of Information Deadlines Costs Flexible to Change

12. Workflow Terminology Objects Events Methods Tasks Single Step Multi Step

13. Continue... Agents Roles Inbox/Outbox

14. Examples of Objects types SAP Business object types Invoice Requisition Material EDI messages

15. Examples of Object Method Post ( the invoice) Approve ( the Requisition) Change ( the Material) Display ( the image)

16. Single-Step task : Example Post invoice Release requisition Change Material Master Approve absence

17. Events Event is a block of code can start/stop single/Multiple tasks/Workflow

18. Events : Example Parked document posted Order Cancellation Customer master change Requisition approved

19. Graphical representation of a workflow

20. Structure of a Workflow Definition Conditional Activity Parallel Process Loop Process Loop IF Loop Deadline Monitoring

21. Summary events events The process design must... Multistep task ... be defined as single-step or Workflow Workflow multi-step task in SAP R/3 definition definition Individual activities in the process must be available as Single-step Single-step single-step tasks before being tasks tasks included in multi-step task agents The single-step tasks refer to an object type and one of its Object type methods... Method ... which enables access to existing SAP functionality!

22. Templates SAP has built in Ready to Use Templates Each module has templates Easy to implement

23. templates SAP Business Workflow Template Approx More than 100 templates AM Asset Management 8 FI Financial 17 HR Human Resources 25 MM Materials Management 10 PP 7 Production Planning PM Plant Maintenance 8 QM Quality Management 15 R SM Service Management 4

24. Example Mass processing of Assets Purchase Requisition Approval Engineering Change Management ALE/Idoc Error handling in IN bound processing Leave Approval

25. HR: Notification of Absence Absence Form PD-Org Structure Employee Determine Manager Manager Position Holder Dates Employee Position Holder Reason Route Review Request Employees Universal Inbox Managers Universal Inbox Option to modify and Option to release resubmit rejected or reject the absence application form Route Result of Review

26. Structure of Work Flow Transaction code SWDD Documentation in help file

27. Universal Inbox The end user interface is Universal Inbox Support Alternative clients MAPI clients Message Application Programming Interface Developed by Microsoft SAP Gui Java GUI web

28. System Components Workflow Definitions Steps and Tasks, May contain agents and deadline Workflow item Manager Initiate the events, monitor Deadlines, terminate events Integrated Inbox Interface with users

29. Tasks Workflow definitions are comprised of single-step tasks, multi -step task, workflow task and workflow templates Customer defined tasks and standard tasks Objects The encapsulation of software for performing defined business tasks

30. Demo Example: Workflow Definition Submit notification of absence Notification of absence created Approve notification of absence approved rejected Revise notification of absence ? no yes Cancel notification Revise notification Send mail of absence of absence sent canceled revised Resubmit for approval ? no yes Terminate workflow Workflow terminated

31. Use of Organizational Management Refers to current Organization Automatic routing management for employee changes High flexibility

32. Tasks To use methods of an object type in a workflow ( single-step task) As a framework for defining a workflow ( multistep task)

33. Task Types Standard task (single-step task, task type TS) Customer task (single-step task, task type T ) Workflow template (multistep task, task type WS) Workflow task (multistep task, task type WS) Task group (task type TG)

34. Role You use roles to specify an agent (or agents) for a task if the set of possible agents is too large, or not specific enough. By assigning work items to organizationally suitable employees, responsibilities and authorizations are managed efficiently, and bottlenecks are avoided. Roles are always defined across clients

35. Organizational plan The enterprise-specific organizational plan describes the organizational assignment of the employees. The aim of this is to determine the responsibility of employees for the execution of individual business activities

36. Events Identify the events required to initiate and control the workflow. Check whether these events are defined for the relevant object types.

37. Create Organizational plan

38. Root Organizational unit

39. Create Jobs

40. Create Position

41. Search and assign user

42. Assign job

43. Organizational plan

44. 2.Create Workflow

45. Maintain Task

46. Workflow template id

47. Agent Assignment