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    MXL - SD - WF Approval Specifications

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    RakeshReddyChalla
    Sd approval

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    © All Rights Reserved
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    MXL - SD - WF Approval Specifications

    Uploaded by

    RakeshReddyChalla
    6 views10 pages
    Sd approval

    Original Title

    MXL_SD_WF Approval Specifications

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    © © All Rights Reserved

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    Sd approval

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    6 views10 pages

    MXL - SD - WF Approval Specifications

    Uploaded by

    RakeshReddyChalla
    Sd approval

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    You are on page 1of 10

    Functional Requirement

    SAP S/4HANA - 21-12-2022

    Workflow Approval Process – Sales Documents

    Table of Contents

    1 Master Data, Organizational Data, and Other Data

    2 Business Case

    3 Functional Requirements with Specifications


    1 Master Data, Organizational Data, and Other Data

    The organizational structure and master data of your company has been created in your system during activation. The organizational structure reflects the structure of your company. The master data
    represents materials, customers, and vendors, for example, depending on the operational focus of your company.

    Data Sample Details Comments


    Value
    Customer 17100003

    Material FG29

    Company Code 1710

    Sales organization 1710

    Distribution channel 10

    Division 00

    Quotation Document Type ZQT

    FIORI APP 1 F1852 STAND- Manage Sales Quotation


    ARD

    FIORI APP 2 ZF2097 CUSTOM My Inbox for Approval

    Refr.- IBO_WDA_INBOX (EHPRC_INBOX) for


    Reference
    F0862 – My Inbox (TCODE – SBWP)

    Procedure

    Test Step Test Step Instruction Expected Result Pass / Fail / Comment
    # Name
    1 Log On Log on to the SAP S4 GUI On Premise ver- The SAP S4 Logistics screen is dis-
    sion played

    2 FIORI APP 1 F1852 STANDARD Manage Sales Quotation

    3 FIORI APP 2 ZF2097 CUSTOM My Inbox for Approval


    Test Step Test Step Instruction Expected Result Pass / Fail / Comment
    # Name
    4

    8
    2 Business Case

    This section describes the business case for creating a sales quotation by sales representative and submitting for price approvals after doing the price estimation. Once the decision is taken by respec-
    tive stake holders, based on that, sales rep. will either convert this quotation into sales order or keep as rejected and inform to the customer.
    3 Functional Requirements with Specifications

    Approval table for decision making by Business Stakeholders.

    General Logic :
     Sales Person will submit the Quotation with Mandatory comment ‘ WF Approval Comments’.
     Approval to start always from level 1 , IF approved then pass to next level of approver withstatus update at Quotation as ‘APV’ if exists in decision table.
     IF Approvers not maintained for any level, check for next level and pass the Work Item for decision making./ Table level validations required for unfilled/partial filled field level values.

     Logic to be implemented on Net Value validation for decision making.


     IF more that Approver 1 limit, then workitem should not be created and the status to be set as ‘APV’ for AUTO Approval.
     Except status 'INI / APV' system should not allow to do any changes in sales document, need to put the enhancement for Quotation document.
     Interval cases – if there is a gap between the Net Value of Two approvers, for above example, Appover 1 – 1000 and Approver 2 – 900, quotation value = 950, it must be auto approved af-
    ter previous level approval.
     if only 1 / partial approvers exists--- only those many work items to be created for validations.
     if table entries are not there with any approver(s)—send for direct AUTO Approval and set the Quotation status as ‘APV’.
     Text Object for Comments to be filled up/ updated under Quotation Text Object - ZWF1 – WF Approval Comments. It also should print the approver name and time stamp.
    e-Mail Logic :
     Once work items are submitted, e-mail should go to the sales rep and the approver based on the mail id mentioned under user profile (T.CODE-SU01).
     if approver accepts/rejects, mail to be sent to sales rep and approver
     for Acceptance, move WF to next level
     for Rejections - pull the list of rejection codes and show to select by approver, no comments are required to be entered by approver but we can enter ‘Reject’ under Quotation text obj
    ZWF1.
     Once Rejected, Sales Rep to negotiate and if customer agrees with new terms then set the status as ‘INI’ and do changes, then re-submit for approval with status ‘SUB’ to trigger the new
    work item.
    e-Mail Contents :
     HI, Please find the quotation details for your approval,
     QTN # - print dynamically.
     CUST # print dynamically.
     CUST NAME - print dynamically
     QTN VALUE - print dynamically
     Comments for decision - print dynamically, show previous comments of approvers if exists.
    Approver Screen Contents :
     HI, Please find the quotation details for your approval,
     QTN # - show dynamically with Link (VA22/23).
     CUST # show dynamically
     CUST NAME - show dynamically
     QTN VALUE - show dynamically
     Attachments – show attached quotation documents with link.
     Comments for decision - print dynamically, show previous comments of approvers if exists.
    Technical Details :
    Tables VBAK - OBJNR
    Pass OBJNR - JEST
    TJ30 – Status Profile
    TCODES
    SWO1 - Business Object -BUS2031
    TEXT Object - ZWF1
    Test Data – Quotation – 20001943 (VA22/23)

    Sample Design Templete :


    My Work Overview App ID - IBO_WDA_INBOX (EHPRC_INBOX) for Reference
    App ID- F0862 – My Inbox (TCODE – SBWP)
    Overview Screen
     All the existing available functionalities to be available with improvements wherever required.
     All work items as per person's authorization to be listed for decision making
     Upon selection of items, system should show the high level Overview Information

    DETAIL

     Detailed screen will open up once user double click on the work item/click on 'Detail Button' option.
    Customer No with link and Name
    Quotation NO with Display Link
    Quotation Value
    C.Code/Sales Area
    Sales Rep's / Approver's Comment with Time Stamp
    Right side show the link for any attached documents

    All decision Buttons must be available as per standard FIORI offerings.


    APPROVE Button - Mandatory Text box to be provided for approver if 'Approve' Button is Clicked.

    Approver Comment.... approved as per the attached


    supporting documents.

    REJECT Button – Comments are not required but the two digit rejection codes to be provided as selection option.

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