Approval Process for Sales Orders S4 HANA Public Cloud

[SandraOrb]

Hi everyone,

I would like to seek some help in setting up the approval process for Sales Order with a Net Value Condition (>100€). I've tried but the approval process isn't working . I do (sometimes) get a notification that there is an order to be approved but there is nothing in my inbox or an open task. Also no emails are being sent.

This is what I've setup in the system:

Defined and assigned the approval request in the configurations.

Set up the workflow for sales order with a net amount condition

Created a custom logic for the workflow

Am I missing something here?

Thank you for your help!

BR

Sandra 

[OwenLiu]

Added Sales tag and removed other tags.
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[DequanXu]

Hello,

Setting up an approval process for sales orders when a net value condition is involved requires several configuration steps. Since you’ve already taken steps to define the approval request, set up the workflow, and create custom logic, let’s consider what might be missing or incorrectly configured based on your reported issues:

1. Ensure Approval Reasons and Workflow Conditions Match the Custom Logic

• Verify that the reasons for approval requests you have defined match the conditions in your custom logic. The same sales document type and condition checks should be present in both the BAdI implementation and the workflow settings.

2. Check Configuration of Team Members and Their Roles

• Make sure that the team members and roles for approving the sales orders are correctly defined in the ‘Manage Teams and Responsibilities’ app. The approvers should have the necessary authorization to view and process approval requests.

3. Verify Email and Notification Settings

• Confirm that email addresses are correctly set up in the ‘Maintain Workforce’ app. Notifications should be configured to ensure automated emails are sent when an approval request is initiated. Emails and notifications should be generated based on the templates you have configured.

4. Role and User Assignments in Workflow

• Ensure that the correct role assignment is present in the workflow setup. The recipient of the approval request should be accurately defined with proper permissions to receive and act upon approval requests in their inbox.

5. Check Exception Handling and Notification Tab

• Ensure exception handling is properly set to deal with rework steps (if applicable) and verify that the notification configurations are active to send alerts when tasks are overdue or pending.

6. Test and Adjust Workflow Activation

• Finally, validate that the workflow is activated post-configuration. Only active workflows will trigger approval tasks in the user’s inbox. Ensure all defined conditions in the workflow are correctly set and align with the setup logic.

Conclusion

By reviewing these areas, you should be able to identify any missed configuration or incorrect setups that might be causing your approval workflow to not function correctly.

For further guidance, consult the SAP Help Portal Sales - Setup Example: Approval Workflows in Your System or advisory notes related to approval workflows.

Best regards, Dequan Xu