work Status issue

[madhu_v5]

Hello Team,

I have issue with work status.

I have the work states :1. OPEN, 2. SUBMIT 3.APPROVE 4. REVIEW 5 LOCK

In our requirement we have to management groups One is Legal (corporate team) another is CFO Team.

>> For CFO team should have the authorization only on first 3. that is OPEN, SUBMIT and APPROVE.

>> For LEGAL TEAM - We should you have to provide all, that is OPEN, SUBMIT, REVIEW, APPROVE and LOCK

How to manage it. please advise me.

Regards,

Madhu

[Former Member · Accepted solution]

Let me try and recap:

• You have 5 work status entries: 1. OPEN 2. SUBMIT 3.APPROVE 4. REVIEW 5 LOCK
• You have users who belong to the CFO team and users who belong to the LEGAL team
• In the CFO team, users should have open and submit
• In the CFO team managers should have review and approve
• In the LEGAL team users should have open and submit
• In the LEGAL team managers should have approve, review and lock

I hope this summary is correct.

You have two levels to play with, the owner of an entity and the manager which is the owner of the node above the entity in the dimension hierarchy.

This gives you the ability to have two groups of people with different rights when it comes to the work status.

In your description (if my understanding is correct) you would need 3 groups, CFO and LEGAL users, CFO managers and LEGAL managers. This is not possible!

[madhu_v5 · Accepted solution]

Hello Arnold,

Thanks for yours reply.

I have maintained owner property in Entity dimension.

Entity 1100 -  user 1        against the parent of that entity CG_AAA  - Assigned Manager(CFO)

In Work status  we can't maintained multiple managers.

In general, how this req. can be handle. If business have two levels like Manazirial and Legal

both the managers are different. How can we take up Workstate.

Anyways thank you so much

[Former Member · Accepted solution]

Hi Madhu,

But to implement this kind of scenario BPC doesn't have the functionality.

Kindly work around that you can achieve this using BADI's ..... But sorry to say i don't have any visibility on this kind of requirement at this time.

Aravind

[Former Member · Accepted solution]

Hi Madhu,

as Aravind has written, this is not how BPC works. I don't know enough about BADI but maybe that is a solution.

BR,

Arnold

[Former Member]

Hi Madhu,

Assign all your CFO team users in the base level in the "Owner" Property in your entity dimension.

Assign all your Legal team users in the Parent level in the "Owner" Property in your entity dimension.

And in your work status assign following controls

1. OPEN - Owner & Manager

2. SUBMIT- Owner & Manager

3.APPROVE - Owner & Manager

4. REVIEW - Manager

5 LOCK - Manager

Regards,

Aravind

[madhu_v5]

Hello Aravind,

Very thanks for yours quick update on this.

my question is that if I have given OWNER & MANAGER, even the owner (entity user) also will get the approve option right. The Approve control should not be for the user. Please correct me if I am wrong.

Regards,
madhu

[Former Member]

">> For CFO team should have the authorization only on first 3. that is OPEN, SUBMIT and APPROVE.":-

But as i mentioned above only assign the users of your CFO team in the base level which will meet your above requirement.

Here

     Owners = CFO team

     Managers = Legal Team

Aravind

[madhu_v5]

Hi Aravind,

As you said, OWNER & MANAGER should be assigned to work state 1, 2, and 3 ( that means OPEN, SUBMIT and Review). In this case the OWNER also will see the APPROVE OPTION right.

His manager should approve - That means in CFO team we have owner and manager concept.

my base member entity is 1100 - against to owner property I have given User1 ( CFO Team) and some one should approve right . so I have to maintain CFO Manager as in the hierarchy of that base member ( 1100 - having CG1 Group) against the CG1 I have to assign CFO( act as Manager)

Thanks Madhu

[Former Member]

Yes, Madhu you are right but you are missing some thing here as you had mentioned in your first post you said(>> For CFO team should have the authorization only on first 3. that is OPEN, SUBMIT and APPROVE.) that CFO team must have access to 1,2,3 which means Open,submit & Approve so according to this scenario all the users in the CFO team will have access to Approve & (>> For LEGAL TEAM - We should you have to provide all, that is OPEN, SUBMIT, REVIEW, APPROVE and LOCK) according to this CFO team don't have access to Review .

So if you don't want the users under CFO team who are not authorized to Approve then for Approve also you have to use MANAGER as the controller instead of OWNER&MANAGER.

Regards,

Aravind

[madhu_v5]

Hello Aravind,

We have to manage two levels hear. CFO and CORP both teams are having managers to approve.

but only thing is that One manger should have only Review and Approve for CFO

>>COPR Manager should have all ( 5 work states) .

but user are there in both the levels.

Please find attached for ur quick ref.

[madhu_v5]

Hello Aravind,

Any idea??