Tracking Sales Approver for Sales and Purchase Document

[ronny-1]

Hello Experts,

May I request for your input and advice. 

For the sales and purchase related document, from the application "manage XXX something, something" , I am not able to find where this document goes for approval. Is there a way to track? 

Thank you 

In addition, May I get your kind input? Sorry to bother during festive period.#I am using Business role template "Sales Manager" , maintaining restriction. Requirement is to restrict by Profit Centre in the sales document. I couldn't find the profit centre limitaition under Write, Read, Value help. Only under Read tab. How can I maintain the restriction with profit centre?I have created master role for now. There are 8 profit centre so I am going to create 8 different derived roles.

[Sai_Kasturi · Accepted solution]

Hello,

Your first question is related PR approval. Check the app 'Manage Workflows for PR' and workflow - overall release for PR which is active for automatic release of PR. You may wish to add additional approval conditions or recipients for approval as per the business requirement.

Your second question is related to Identity & Access Management. I'm assuming that you are trying to restrict the user access for creating sales orders based on profit center.

Profit center in a sales order is a derived value. Hence, restricting the creation of SO based on profit center is currently not supported. I agree with your approach to create master and derived business roles in this case.

Thanks

Sai

[ronny-1 · Accepted solution]

sai

Hi Sai,

Many thanks for your reply. Sorry for the confusion again.

for No.1 question, instead of checking in the workflow, from end user perspective, Is there anyway we can track who is the approver of the transaction.

Basically all the transaction, Sales quotation, Sales Order, Purchase Order, Supplier Invoice.

for No.2, second question, It would be approving. I would like to restrict the approval by department (department are treated as individual cost centre and profit centre as per our set-up). Is it possible?

Thank you

[ronny-1 · Accepted solution]

sai

Hi Sai,

How about under Teams & Responsibilities, can we set-up new function, I didn't find a way to add it.

by standard, there are four functions ; Sales Approver Level 1,2, etc.

Can I change it to

Sales Approver - Profit Centre A

Sales Approver - Profit Centre B

Sales Approver - Profit Centre C

etc....

I didn‎'t find a way to do it

Thank you

[Sai_Kasturi · Accepted solution]

Hello,

Restricting Write or Read access is not possible with 'Manage Teams & Responsibilities' app. You can only use teams, members, and functions in frameworks, such as workflows or situation handling to determine responsible members to receive focus about specific circumstances or business situations.

For example, end users receive a notice about upcoming deadlines, warnings about delays, or are informed about tasks that need to be completed as soon as possible.

In your case, what I understand is that you wish to restrict the sales document creation / change based on profit center (please correct me if I'm wrong here). This is currently not supported in S4HC and you may have to find an alternate field to restrict the user access.

Thanks

Sai

[ronny-1 · Accepted solution]

sai

Dear Sai,

Thanks for your reply. Noted.

you are correct

I used another field to identify, "Order Reason", basically, I have set-up my department codes in there.

And I add the order reason as condition my workflow and assigned different function roles.

Thanks so much dear!

[former_member132766 · Accepted solution]

sai

Dear Sai,

I would like to come back to this topic. I'm having the same question: where can you see who was the actual approver of a sales document?

kr,

Celine

[Sai_Kasturi · Accepted solution]

Hi Celine,

In the manage sales document workflow app - select the workflow and go to Step Sequence section. You can find the assigned recipient who can approve the workflow for each step.

Thanks

Sai

[former_member132766 · Accepted solution]

sai Hi, I'm looking for a way to see who has approved a specific document. We might have multiple approvers in a team, so I would like to see who was the actual approver of the document. It seems that this information is not registered in the change log of the document.

kr,

Celine

[former_member132363]

Here are some SAP resources you may review based on your topic "input | purchase document | purchase | sales approver | sales | sales manager | approval | application"

Output Management - Adding Taxes to Purchase Order Output

Jun 25, 2019 ... Finance ? Sales ? Service ? Sourcing and Procurement ? Human ... This means that any purchase order document generated from the ... However, the customers want the ability to send across the input tax along with the purchase order output. ... To create custom field, use the app 'Custom Fields and Logic'.

https://blogs.sap.com/?p=219

Purchase Requisition Completion by Approvers

Nov 10, 2019 ... Purchasers/ purchasing manager as approvers would like to complete the information in Purchase Requisition while they are in approval. ... Edit is only allowed for Purchase Requisitions triggered using workflow scenarios in app - Manage Workflow for Purchase ... Hello Yamuna, Great documentation!

https://blogs.sap.com/?p=340

Best Practices for SAP S/4HANA Cloud

Accounting for Incoming Sales Orders - This scope item provides a report of all ... Event-Based Revenue Recognition - Service Documents - IFRS ... process supports automatic calculation, review, approval and posting of purchase ..... Legal Content Management - SAP S/4HANA Cloud for legal content is an application that?...

https://support.sap.com/en/product/best-practices-s4hana-cloud.html

[former_member132363]

Display Treasury Alerts

https://fioriappslibrary.hana.ondemand.com/sap/fix/externalViewer/#/detail/Apps('F2025')/S19

Sales Quotations

https://fioriappslibrary.hana.ondemand.com/sap/fix/externalViewer/#/detail/Apps('SD_FPM_OVP_SALESQUOTATIONS%20(SD_FPM_OVP_SALESQUOTATIONS)')/S18

Sales Volume - Flexible Analysis

https://fioriappslibrary.hana.ondemand.com/sap/fix/externalViewer/#/detail/Apps('SD_FPM_OVP_SALESVOLUME%20(SD_FPM_OVP_SALESVOLUME)')/S19

I hope this answered your question! If it did, please mark it as the 'Best Answer' so I can continue learning and answering questions in the community.