Basics: Appropriation Request - Authorization workflow

[#1]

Hi!

I have a question about the authorization workflow/procedure for Appropriation Requests.

1 - I want to create an appropriation request. When I am creating it, I don't know how many people will need to authorize it, and thus do not know how many steps my authorization procedure will be composed of.

2 - Is it possible for the system to recognize or submit authorization requests to staff which has been inserted at different moments of the AR creation?

2b - Or does the system standard say that once the AR is created I cannot modify the authorizors?

3 - Is there a transaction or report which allows me to see which authorization step I am at?

Thanks again for the help!

Jessica

[Former Member]

Hi everyone,

Thanks for your quick replies.

Let me explain the company environment so that I can make the situation clearer. In the company anyone, even the lowest level employee can instantiate an Appropriation Request. Therefore, he/she may not know all the personel which have to authorize his AR (except the first level).

Example of authorization levels

Level 1: <$200.000 (Responsible A)
Level 2: >$200.000 <$300.000 (Responsible B)

Level 3: >$300.000 <$10.000.000 (Responsible C)

Level 4: >$10.000.000 (Responsible D)

It is possible to insert a fake person in the 4 levels of authorization (always the same) and then allow this person to modify the higher level position (e.g. Level 2 can modify the subjects for Level 3 and 4)

Level 1: Jessica Rizzo >>> at the first level Jessica Rizzo could change the name of the persona responsible for Level 2 to create a sort of dynamic workflow.

OR

Is it possible to pre-compile the list so that the AR is executed to follow the criteria used in the example??

Thanks again,

Jessica

[sammar81]

Hi Jessica,

The solution can be achieved using Partner Determination Functionality and Custom Workflow. You will need help of an ABAPer/ technical person to complete this.

For the first level of approvals can be the immediate manager of the person requesting for the Investment proposal using AR and can be choosen by him/her. thereafter based on the Scale of Investment you can define the custom workflow.

Regards

Sammar

[MTerence]

Hi Jessica,

I dont think you can perform any thing in standard, but i guess it can done with some development.

This authorization check can be performed through HR master data. We have done some thing earlier using the Positions where the person is assigned.

Positions are

Engineer

Supervisor

Superintendent

Manager

Each position will have an info type with the authorization upper and lower limit. This limit allows the person assigned to this position to approve or decline.

or

Create a custom table with different approval limit and approve level

Create a custom authorization object to check and validate the person who has the access and approve level

Both the scenarios, you need to consult with security and ABAP team for exact and possible solution.

Regards

Terence

[Paulo_Vitoriano]

Hi Jessica,

The person who creates the AR normally is the same person who can estimate the cost.  If the cost drives the number of approvers, then the correct AR type can be selected at the very beginning.

As a second option you can approach it not from the system, but from the process side.  You can identify a role of AR adimistrator who is responsible for AR master data maintenance and know (at least) a number of approvers.

Number of approvers is a key thing when AR is created.  In terms who they are exactly, that can be determined at a later stage.  You can design a process step (maybe user status) to identify all business approvers before starting the standard workflow.

The custom workflow on the other hand has no limitations, basically any approver can define who is next, but I would doubt such approach from SoD point of view.

Regards,