Automatic Transfer to New Manager P&G Forms

[Konstantina]

Hello All,

We want the Performance Forms to transfer automatically to the new manager on the current step of the Route Map.

All the Automatic Manager Transfer options are enabled in Forms Settings

In Automatic Manager Transfer the below options are enabled:

1) Automatic En Route Document Transfer To New Manager

2) Automatic Inbox Document Transfer To New Manager

3) Automatic insertion of new manager as next document recipient if not already

However, the current step remains on the "old" manager and only the future steps are updated.

Below the error in the Check Tool:

"No document transfer job requests are blocked due to an RBP refresh failure. (PMFormDTCECheck)"

Please note that when tested on January the functionality worked smoothly.

Does anyone have any ideas what is blocking the transfer in the current step?

Thanks,

Konstantina

[MB_1148]

If the automatic transfer of PM forms stopped working after initially functioning correctly, several factors could be at play. Things like:

- scheduler job not running in Provisioning;

- changes in the PM Template config - particularly, "Automatic transf settings may have been disbaled or altered;

- RBP permissions

- Incorrect or missing data: Manager relationships; Employee status (terminated employees might not be processed)

Additionally, you can open a ticket with SAP support and ask for the logs related to failed or incomplete jobs of "Auto Transfer Performance Forms" in Provisioning.

[Hardus]

Hi @Konstantina. Did you receive any guidance from SAP Support on this issue? We're encountering a similar issue when user/employee data are updated via an API from ECC (source) to SF. Kindly share any learnings. Many thanks!