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Project Manager as Approver of PDB - Public Cloud

theresa_xyz
Discoverer
0 Kudos
236

Hi,

I would like to define the project manager from customer projects (App: Create / Plan Customer Projects) as the approver in the workflow for priliminary billing documents (App: Manage Priliminary Billing Document Workflow). Depending on the project, the approvals should always be sent to the assigned project manager in customer projects.

Can someone tell me how to do this?

Thank you!

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tobias_roeck
Product and Topic Expert
Product and Topic Expert
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Hello @theresa_xyz ,

To configure the workflow for Preliminary Billig Documents, please follow the steps outlined here: https://help.sap.com/docs/SAP_S4HANA_CLOUD/a376cd9ea00d476b96f18dea1247e6a5/2b6bc3cb22e043d3a845e3e1...

To send the approval to the project manager or another responsible role such as the project partner on the project, it is required to create a custom responsibility rule and a custom responsibility context.

  1. Please create a custom responsibility rule. This is documented here: https://help.sap.com/docs/SAP_S4HANA_CLOUD/a630d57fc5004c6383e7a81efee7a8bb/be4c7a10997646cea7cecccf...
  2. Please create a custom logic for responsibility rules. This is documented here: https://help.sap.com/docs/SAP_S4HANA_CLOUD/a630d57fc5004c6383e7a81efee7a8bb/ec1b8c8f44394c959e02b41c...
    In the custom logic you can use CDS views and the input parameters to lookup the right approver. This approver is then passed on with the attribute agents. The value needs to be a business user ID starting with CB. 
  3. Please create a custom responsibility context. This is documented here: https://help.sap.com/docs/SAP_S4HANA_CLOUD/a630d57fc5004c6383e7a81efee7a8bb/be4c7a10997646cea7cecccf...

Kind regards,

Tobias