Flexible Workflows in Condition Contract Management

[IMRANMUKADDAM]

In this blog post I will explain how to configure the Flexible workflows for the Condition Contracts and Settlement documents. The Pre-requisites for understanding this topic are that the SAP Consultants must have basic knowledge of Condition Contracts and Settlement documents in S4HANA.

You can configure and manage workflows for sales rebate processing such as the approval processes for condition contracts and settlement documents and the release of condition contracts for settlement.

Depending on the workflow you want to manage, you open the Manage Workflows for Condition Contracts app or the Manage Workflows for Settlement Documents app.

To create a new workflow, on the Manage Workflows screen, you make sure that the workflow you want to define is selected and then choose Add. You can then define the workflow steps, start conditions, and exception handling.

Manage Workflows for Condition Contracts

With this app, you can manage workflows related to condition contracts, such as condition contract release and condition contract release for settlement.

Manage Workflows for Settlement Documents

With this app, you can manage workflows related to settlement management documents, such as settlement document release.

• Manage Workflows for Condition Contract -> Release Condition Contract


• Manage Workflows for Condition Contract -> Settlement Release of Condition Contract


• Manage Workflows for Settlement Documents -> Release of Settlement Document

 

 

 

 

 

In order to automate processes in Settlement Management with workflows, you first have to make settings in the Manage Teams and Responsibilities app.

 

 

 

Check the transaction SWE2 in SAP GUI if Workflow Linkage is setup

 

 

 

 

Create Contract Process Variants and assign to Contract Type

Before you can manage workflows for Settlement Management, you need to define condition contract process variants to which you assign contract types.

SPRO->Logistics General -> Settlement Management -> Condition Contract Management -> Condition Contract Maintenance ->  Define Condition Contract Process Variants.

 

Activate Condition Contract Approval Process

SPRO->Logistics General -> Settlement Management -> Condition Contract Management -> Condition Contract Maintenance ->  Define Condition Contract types

 

 

Disable Automatic Accounting document generation of Settlement document

SPRO->Logistics General -> Settlement Management -> Settlement Documents -> Document Types

Enable Condition contract Event Management



 

Define Status Groups

SPRO->Logistics General -> Settlement Management -> Settlement Process  -> Define Status Groups with Application Statuses

 

Define Settlement Process Types

SPRO->Logistics General -> Settlement Management -> Settlement Process  -> Define Settlement Process Types

 

 

Authorizations in Settlement Management

You can implement an authorization check that precedes the creation of accounting (FI) documents to ensure that only designated employees can release settlement management documents to Financial Accounting. This function allows you to meet security and legal requirements.

SPRO -> Logistics - General -> Settlement Management ->  Basic Settings ->  Specify Extended Scope of Settlement Management.

Authorisation Objects W_WBRK_ORG , W_WBRK_FKA & W_WBRK_STS check for Authorization of users during processing of Settlement Documents created out of Condition Contracts. The access for Release to Accounting and Reversal of Settlement document can be managed with these objects.

Authorisation Objects W_COCO & W_COCO_ORG check for Authorization of users during processing of Settlement Condition Contracts. The access to Release condition Contracts can be managed with these objects.

 

Once above mentioned setup is in place, you can now proceed to test the end to end workflow process as below.

 

Open the Condition Contract in change mode and Click on Request Approval and save document.

 

 

Release Condition contract from the Workflow approval box.

 

The condition Contract will now be seen as active.

 

Open the Condition Contract again in change mode, and Lock Settlement and save document.

 

 

Open the Condition Contract again in change mode, and request Settlement Approval and save document.

 

Release Condition contract for Settlement from the Workflow approval box.

 

Settle the condition Contract for Delta OR Partial or Final Scenario.

 

Request for settlement document release via workflow. Go to status and click on "Workflow release required", assign the status and save document.

 

 

Approve Settlement document from the Workflow approval box.

 

Release the settlement document to accounting.

 

 

Conclusion:

Flexible workflows can be used for approval processes for condition contracts and settlement documents.

Hope this blog post helps you in understanding how to setup Flexible workflow for Settlement management.

Thank you .

References and Further Reading:

SAP Help – Workflows for Sales Rebate Processing

2481672 – Condition Contract Management – Useful Documents

Authorisations in Settlement Management

[former_member320004]

Thanks Imran. It is useful document. We have configured Flexible workflow for condition contracts. We want to enable mail notifications for the user. We have configured email templates but mail is not triggering. Is there any other setting we need to do?

[former_member815297]

Hi Imran,

 

Thanks for the document. I have another query that while the document is in approval stage it should not allow to do changes in the condition contract .

 

Please help us how to configure and also It should available in MY INBOX(FIORI) like Credit memo request flexible workflow that what is the condition contract number and what are the condition types used for it like that

 

Thanks

Priyanka S

[SatwikJoshi]

Much useful... Thanks.

[sswaroop]

Hi Imran,

Thank you for this blog.

I have just a question, how did you get those different roles while maintaining the steps in the Workflow setup. Could you please help me.

Regards,

Sid

[IMRANMUKADDAM]

Try setting up the responsibility management and then check. Unfortunately don't remember having to do anything else to get the roles. I'll check and update here again.

[sswaroop]

Hi Imran,

Thank you for checking, yes I missed the responsibility management and that's the reason. I only have setup for the settlement management and not for condition contract. Thank you for taking out time.

Regards,

Sid

[askadur2]

Hello Imran,

Thank you for document, one question, will the settlement can create both customer Invoice and Credit Memo request?

Kind regards,

Ajith

[priya_sshekhar]

Is it possible to send the condition contract for approval on save rather than explicitly clicking on request for approval?

[arindamsur]

Hi @IMRANMUKADDAM @priya_sshekhar 

While releasing the condition contract from workflow, an email template can be assigned, but that email trigger is not working. Any inside on this issue?