HANA Flexible 1713545364

Mickael QUESNOT © https://s4hclub.
com/
http://www.youtube.com/user/MrSharesap
SAP MM for Dummies

Flexible Workflow For Purchase Order
Multiple-Level Approval
we will see how to Assign Flexible Workflow For Purchase Order Approval Process Multiple- Level in
SAP system. Basically, the Purchase Order Process Workflow feature is used to Trigger purchase
orders that meet pre-defined conditions to follow a specific approval/review process.
*For example: if all Purchase Order is Created Using Company Code (example – 1010) it needs to be
reviewed before release, you can set up the application to enforce that workflow/approval process.
Introduction:
Flexible workflow supports the development of one-step or multi-step approval processes and
depending on the requirements in each step one or more approvers can be assigned to the processes
for purchase Orders.
This doc will explain how to use Purchase Order Process Workflow feature in SAP System for Multi-
level Approval.
CONTENTS DISCUSSED IN THIS BLOG:
* Manage Workflow For Purchase Order
Mickaël QUESNOT https://www.linkedin.com/in/mickaelquesnot/
Twitter @mistersharesap
1|Page
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– Through Fiori app – Define condition , Assign User and activate the workflow
* Manage Purchase Orders
– Through Fiori app – Create Purchase Order
* My Inbox – Purchase Order Approval
– Through Fiori App – Approve Purchase Order
1: MANAGE WORKFLOWS FOR PURCHASE ORDERS:
• To define Release condition, Run Fiori App (APP ID- F2872) – ‘MANAGE WORKFLOWS FOR
PURCHASE ORDERS’
• Below screen will appear, select ‘CREATE’ to define workflow for purchase order.
2|Page
3|Page
• Enter the ‘WORKFLOW NAME’ and select the Validity Period for the workflow as shown below
– ‘Valid From’ and ‘To Date’.
4|Page
• Select the Conditions For which the Purchase Order is to be sent for the approval.
• Here I have selected the condition ‘COMPANY CODE OF PURCHASE ORDER’
• Next In the Workflow Steps, To create the Approval Level Based on Role Or User.
• Select ‘CREATE’
5|Page
6|Page
• For Maintaining 1st Level Approver, In the Header Tab

• Enter the ‘STEP NAME’ (example – Level 1) and
• Enter the ‘STEP TYPE’ (example – Release of purchase order)
7|Page
8|Page
• In the Recipients Tab,

• Select ‘ASSIGNMENT BY’ -whether the approval is Based on User or Role
• Enter the ‘USER ID’ as shown below:
• Select the conditions and click ‘CREATE’.
9|Page
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• For Maintaining 2nd Level Approval,

• Select ‘CREATE’
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• In the Header Tab

• Enter the ‘STEP NAME’ (example – Level 2) and
• Enter the ‘STEP TYPE’ (example – Release of purchase order)
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• In the Recipients Tab,

• Select ‘ASSIGNMENT BY’ -whether the approval is Based on User or Role
• Enter the ‘USER ID’ as shown below:
• Select the conditions and click ‘CREATE’.
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• You can view the created workflow steps in the main page.
• Click ‘SAVE’.
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• Select ‘ACTIVATE’ in the main screen for the created workflow to function.
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• You can view the status ‘ACTIVE’ of the created workflow as shown below:
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• Finally conditions has been defined successfully and workflow should trigger (based on
conditions defined).
2. TEST CASE:
* Create Purchase order using standard App (APP ID -F0842A) ‘Manage Purchase Order’
and make sure defined conditions has been taken care (Company code of Purchase Order
is ‘9260’). After saving the Purchase Order, Status at header level of Created Purchase order
will be “In Approval” as shown below:
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• To view approver details and workflow Step, go to Tab ‘Approval Details’ and you can see
which step is triggered and Recipient name also.
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• 1st Level Approver will get the notification at the home screen as shown below:
• By clicking on Notification, approver will be taken to Fiori App (APP ID -F0402A) “My Inbox –
Approve Purchase Order”.
• Approve the Purchase order by selecting ‘Approve’ Button on Bottom right.
• A pop-up will appear in the screen and we can add any note in the window and submit.
• Check Purchase Order and Status will be changed to Purchase Order Released for Level 1.
• For the Second Level Approval, Same process needs to be done once the user gets the
notification in his respective ID or In ‘MY INBOX’ for the approval of Purchase order.
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• You can view the Status of the 2nd Level Approval As shown below:
SUMMARY:
• Let me give you a summary of the above:

• Step 1: Create a workflow for purchase order in the fiori app – ‘Manage Workflow for Purchase
orders’
• Step 2: Select the conditions to trigger the workflow for purchase order.
• Step 3: Create the workflow steps and assign the number of Approval based on Role or Users.
• Step 4: Activate the workflow
26 | P a g e

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Mickael QUESNOT © https://s4hclub.

SAP MM for Dummies

CONTENTS DISCUSSED IN THIS BLOG:

* Manage Workflow For Purchase Order

Mickaël QUESNOT https://www.linkedin.com/in/mickaelquesnot/

* Manage Purchase Orders

– Through Fiori app – Create Purchase Order

* My Inbox – Purchase Order Approval

– Through Fiori App – Approve Purchase Order

1: MANAGE WORKFLOWS FOR PURCHASE ORDERS:

Mickaël QUESNOT https://www.linkedin.com/in/mickaelquesnot/

Mickaël QUESNOT https://www.linkedin.com/in/mickaelquesnot/

Mickaël QUESNOT https://www.linkedin.com/in/mickaelquesnot/

Mickaël QUESNOT https://www.linkedin.com/in/mickaelquesnot/

Mickaël QUESNOT https://www.linkedin.com/in/mickaelquesnot/

• For Maintaining 1st Level Approver, In the Header Tab

Mickaël QUESNOT https://www.linkedin.com/in/mickaelquesnot/

Mickaël QUESNOT https://www.linkedin.com/in/mickaelquesnot/

• In the Recipients Tab,

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Mickaël QUESNOT https://www.linkedin.com/in/mickaelquesnot/

Mickaël QUESNOT https://www.linkedin.com/in/mickaelquesnot/

• For Maintaining 2nd Level Approval,

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• In the Header Tab

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• In the Recipients Tab,

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Mickaël QUESNOT https://www.linkedin.com/in/mickaelquesnot/

Mickaël QUESNOT https://www.linkedin.com/in/mickaelquesnot/

Mickaël QUESNOT https://www.linkedin.com/in/mickaelquesnot/

Mickaël QUESNOT https://www.linkedin.com/in/mickaelquesnot/

Mickaël QUESNOT https://www.linkedin.com/in/mickaelquesnot/

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• Approve the Purchase order by selecting ‘Approve’ Button on Bottom right.

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• Let me give you a summary of the above:

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