on 10-22-2007 11:38 AM
Guyz,
I'm trying to activate workflow settings for Travel mgmt especially for Travel Request and Trip for my system 4.7 Enterprise Version (WAS 6.20)..... I found the below link from SAP help which doesn't seem to be existing in SPRO....
http://help.sap.com/saphelp_470/helpdata/en/73/6bf037f1d6b302e10000009b38f889/frameset.htm
Actually in SPRO i could not find this path :
Financial Accounting -> Travel Management -> Trip Costs -> Assign Tasks to Agent
any help is highly appreciated and awarded...
thanks in advance
Message was edited by:
Sreedhar Kurella
From the fnal perspective in FI Front you have to maintain Infotype pa0017. You will also hqave to fill up the respective nodes in Financial accountimng dide which is relevant to Travel managemnt.
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Dear all,
I am facing a problem with the activation of workflow WS20000050. More precisely, I have completed successfully the linkage with the REQUESTCREATED event of BUS2089. Thus, the workflow gets triggered when a new Travel Request is created. Nonetheless, when the request gets approved, no email is sent to the creator of the request. While checking the available logs, I came up with the following information: the workflow stops at the "Fork" step. What could be the reason?
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You can assign agent from tcode OOCU and search the respective task that is relevant and assign agent accordingly.
<b>Reward points if useful</b>
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Arghadip,
I found OOCU and found relevant few standard tasks and templates aswell for travel mgmt....
wondering what would be the quick way to simulate a standard workflow scenario for travel expenses ? I mean should i activate standard tasks or templates?
can you give me soem detailedinfo on this ?
Thanks
You can use Workflow Template WS20000050 and copy it and modify it accordingly.
Scenario depends on client:))))
1) Auto Approval for some users(High Level People CEO)
2) Approval By manager or Cost Center Owner
3) Level of approval if amount is high
4) Ability to reject and provide rejection reason.
Use this Workflow Template WS20000050. It will suffice ur requirement.
<b>Reward points if useful</b>
Message was edited by:
Arghadip Kar
i know it would be client dependant... as i'm working on something quick to demo users, i'm looking for simple scenario as follows:
1) employee creates trip
2) manager gets email and decides on it
3) employee gets the results back
I assumed that upon activation of templates , above scenario works well without any modifications ? Is there any template that I can activate and start using for demo ?
Hi Arghadip,
workflow is not triggering and settings i did so far are :
in OOCU tcode
I activated events against templates as
WS125000022(BUS2089-CREATED),
WS20000040(BUS2089-CREATED),
WS20000050(BUS2089-REQUESTCREATED)
AND
in 'Assign Agents' link for above templates I assigned user IMAC.
After this I created a expense item in PR05 and saved ==>system automatically approved as per current settings...
In SWEL I saw two events as
BUS2089 --- CHANGED
BUS2089 -- APPROVED
but in 'Handler/action' section, log says 'No receiver entered'......
what step am i missing here?
thanks
The Triggering event BUS2089-REQUESTCREATED has not got created. Unless this event gets triggered how will the Workflow get trigger. Try to create a trip with Request Settled/Trip entered. The Event will get triggered. Once the event gets triggered the Workflow will get triggered. Make sure the linkage between workflow and event is activated in PFTC_DIS tcode(Triggering Event Tab)
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I got requestcreated event triggered but the workflow failed with following error
Error in resolution of rule 'AC00000168' for step '0000000372'
Workflow 'Approve Travel Request' step number 372: work item could not be created
upon looking at above step, what i understood is system is trying to find my supervisor which is failing.... can u quickly tell me how to create my supervisor in organizational mgmt pls ?
Hi Kasu,
Did you create Org unit for your scenario or first time,
Organizational objects and relationships are maintained via Organizational Management transactions such as PPOM (Organization and Staffing), PPOMW (Organization and Staffing Workflow View)
Relations in Organizational Plan, please follow like this
Organizational Units can be hierarchically linked to other organizational units (e.g. teams within sections within departments)
Organizational Unit may be linked to many positions.
Position may be linked to Jobs
Users may be linked to a position
Workflow Tasks may be linked to organizational units, positions, jobs or users.
By this, all related users can perform the assigned tasks.
Thanks and Regards,
Prabhakar Dharmala
This mean your manager is not created. Please check to which Personnel number you are creating the Trip for. Once you find the Personnel number you need to determine the Organization Unit for which you have maintained the Personnel number. You can get this from Infotype(table) PA0001. Once you get the Organization Unit you need to go to Tcode PPOSW and search for that Org Unit. Now if there is more than 1 position assigned to it then you can double click on the Position that is not assigned to the Personnel number for which trip has been created. On double clicking you will find a check box that appears below ``Head of own Organizational Unit´´. Check this checkbox by going to PPOME Tcode. Now save this and now test. Make sure the manager position iD IS ATTACHED TO A PERSONNEL WHICH IS ATTACHED TO A uSER iD. uSER iD ATTCAHED TO PERSONNEL NUMBER YOU CAN CHECK IN TABLE PA0105.
Reward points if useful
Arghadip,
i managed to do org mgmt as you said...but interesting bit is , whenever i create a trip its automatically going to 'Approved' status..... i think its standard setting in IDES 4.7 system..... when i tried to change the status before saving in PR05, to open, to be approved, i myself getting a express document from workflow saying that expense statment should have Travel request and asking me go to tcode TRIP and create a trip etc.....
what i'm looking is when i create a expense in PR05 it should raise an email to manager , he shud see the email in SBWP and approve it..... and employee shud get email in sbwp that 'expense has been approved '.....
can u guide me through ?
Arghadip,
I already did save the trip with requried status by clicking 'Trip Status' button...which triggered an email to manager....but in manager's sbwp when i open the work item...it showed three actions which are somewhat like below
'Data consistent ......'
'Changes has arisen....'
'discard and remove from inbox ....'
when i clicked first one (Data Consistent), work item is being removed from the inbox and workflow log is erroring out with the same rule failing....unable to find superior....i do not undrestand why its trying to find superior for the manager ?
Even restarting in SWPR gave me same error again....
below is SWEL log line
BUS2089 CREATED 24.10.2007 12:05:32 WS20000040 @5B@ SWW_WI_CREATE_VIA_EVENT
below are the error details...
622687 1 Approve Trip Workflow started 24.10.2007 12:05:32
SKURELLA Start Event Received 24.10.2007 13:05:32 EmployeeTrip 0001000040
SKURELLA (Sub)workflow created 24.10.2007 12:05:32
SKURELLA Workflow started 24.10.2007 12:05:32
IM SWW_WI_ERROR_MESSAGE_SEND_S 24.10.2007 12:06:38 Office Document Approve Trip
ERROR IM Callback executed from work item 24.10.2007 12:06:38
ERROR IM EVALUATE_AGENT_INTERNAL 24.10.2007 12:06:38
ERROR IM EVALUATE_AGENT_VIA_RULE 24.10.2007 12:06:38
ERROR IM AC00000168 24.10.2007 12:06:38
Resolution of rule AC00000168 for task TS20000131: no agent found
Agent determination for step '0000000416' failed
Workflow WS20000040 no. 000000622687 activity 0000000416 role 'AC00000168': No agent found
Workflow 'Approve Trip' step number 416: work item could not be created
<b>NOTE: SKURELLA is employee and IM is manager in this scenario....</b>
First make the task TS20000131as General it is not seta as a General task. You can Make it general by going to Tcode PFTC_DIs provide wflow Template number as 20000040. Click On Workflow Builder Button. Click on step 416. Go to the Control Tab. Click on the RED DRUM Button at side of agent assignment. Now click on Attribute and Change it to General Task. Go back. You do not need to save. Now refresh buffer by Going to SWU_OBUF. Then you can test it again this time it will work.
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Please check the Task again it cannot be In general state. Please check again check the Task that is corresponding to step 416. Also check that the agent assignment button in the Control tab of step 416 is green or not. If not the task is not General. You can make it either General or general forwarding not allowed. If you choose 2nd you have to assign agents in task level. Please check the setting again.
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I doulbe checked and can confirm that it is 'GENERAL' task..... even i tried to change to 2nd option (not forwarding) as suggested, refreshesd buffer and tried test case again....its still erroring with same errors....
btw - Agent Assignment is GREEN for that task.
Message was edited by:
Kasu
arghadip,
update.....
i changed the RULE and unchecked the 'Terminate if Rule Resolution has no Result'. I know its standard, but when i tried this, it worked just fine....
as soon as manager clicks 'Data is consistent', system immediately opens up another work item with following
'Approve'
'Reject'
'Corrections'
'Cancel'
When manager clicks 'Approve', immediately PR05 expense status will be changed to 'approved'.
here in SWEL another event APPROVE is getting triggereed....but can we automate next step that is manager shud get email for 'SETTLEMENT' ?
i could not find any standard templates/tasks for APPROVE event.... doesn't SAP provide one for this ? or can i schedule a standard program in backgroudn to settle all approved expenses? if so, can u tell me the standard program name please ?
Thanks a ton for all this help
I found PREC tcode for settlement ? I assume I can schedule this in background ?
Message was edited by:
Kasu
You can schedule program RSWUWFML2. Select New workitem only. This program should run in background with a variant. The User Id(Manager´s) should be maintained with an email address in su01d corresponding to SAP User Id and communication method should be email. The SAP User Id with which you are creating should have the same setting in su01d . You can send a mail along with executable attachment in the email so that Manager can double click on attachment and get into workitem of SAP.
Reward points if useful
Hi,
The link whch you have specified is the main link for SAP help.
Have you tried digging thro' the sub links?
e.g. have look at:
http://help.sap.com/saphelp_470/helpdata/en/80/cfeb8948aa11d3a64f0060087d1bb7/content.htm
and also:
http://help.sap.com/saphelp_470/helpdata/en/2c/450538c2cb0a3be10000009b38f8cf/content.htm
Over and above take help of your Functional consultant also on this matter.
Regards,
Akshay
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Hi Sreedhar,
There is way if you do not find this in SPRO.
You can do the agent assignment thro' workfow builder also, if you know the workflow template and task number.
e.g. Consider following tasks:
TS 01000124 Approve Travel Plan
TS 60300084 Change Status of Travel Plan
TS 01000129 Change Travel Plan
TS 60300086 Cancel Travel Plan
Use <i>pftc_dis</i> transaction and display these standard tasks.
Then follow menu path:
<b>Additional data->agent assigment->maintain</b>
And maintain the agenst which you want !
Hope this helps to resolve your issue.
Regds,
Akshay
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