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Custom App. Proc. read only up to Validation - Partner Functions to control approval

Former Member
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Good night:

We have 2 questions about the approval process with 2 approvers and the partner function.  Many thanks for any light you can shed on this.

Question 1. 

We created a 2 step approval procedure.  The problem we have is that in ZMCR, in the Approval Assignment Block, the Activity column for the two approvers remain editable during phases Created and Validation.  We want to have them display in those 2 initial phases.   

We know we could fix that with the help of our ABAP Developer, but we are pretty sure we can do it through SPRO, but we have not been able to find out where.

As-is we have an issue and it is the fact that a user in Create or Validation can "play" with those fields and choose Approve for each of the them, which creates an inconsistency when ZMCR actually moves to phase Approval, because Charm finds that the 2 steps where already approved, and does not reset them to display only for the respective teams to approve.

Question 2.

In our 2 approval process, we have one step to be executed by partner function SDCR0002 = Team Lead, and the other one by partner function SDCR0003 = Change Manager.

We made the users Team Leader or a Change Manager through PPOMA_CRM, where we created 2 respective organizational units hooked to BPs, one Org unit for Team Leaders and the other one for Change Managers.  Within those Org Units we assigned Positions (S) and to those positions respective BPs with their User Accounts.   We thought we had everything under control, but then we realized that the solution was not checking anything with regards to that.  In fact, we traced security and we found that only partner function SDCR0001 (Requester) was being checked through authorization object CRM_ORD_OP.  It was looking for values PARTN_FCT=SDCR0001;PARTN_FCTT=0007;ACTVT=03.     No wonder why anyone could approve.

So the questions could be:

2.1 How do we control that a BP or a user is assigned the partner function Team Lead or a Change Manager?

2.2 If that is through SAP security, by having a role for TL nd another one for CM, then how can we enforce that CRM_ORD_OP is checked when approving for PARTN_FCT=SDCR0002 or SDCR0003, respectively?

Thanks for any guidance, indeed.

Juan-Carlos Garcia-Garavito

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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The answer to Question 1 was the modification to the status profile ZMCRHEAD, because as-is, it allowed to move from Validation to Implemented or Being Implemented, without passing through To be Approved phase.  We reset the high value to delimit unexpected jump from one phase to anotehr and that way we fixed the inconsistency we had in which the requester could approve at validation and the request changed to being implemented without allowing us to move it To be Approved.

Probably is not the more orthodox change or way to fix it, but is what is working for us, so far, so we share.

Attached the before and after changes done in transaction CRMBS02.

  

Juan

Answers (1)

Answers (1)

Former Member
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The problem is still Question 2.   If we created a 2 steps approval, and that approval uses partner functions SDCR0002 and SDCR0003, before us there are 5 possible patch to take to control who can approve the steps.  They are:

1. Ask our developers to create the modifications in the approval process so that authorization checks are performed for PARTN_FCT=SDCR0002 and PARTN_FCT=SDCR0003, respectively?, or

2. Try to resolve it with Rules (Solman Operations > Rules Policies > search for Approval management > create rules?, or

3. Via Action Profiles, should we create conditions there at the approve step?

4. Should we go to the Conditions and create a condition for ZMCR approve step (SPRO > SolMan > Capabilities > Change Management > Standard Configuration > Transaction Types > Define Conditions?, or

5. Assign business partner function SDCR0002 and SDCR0003, but how?  There is no additional documentation we have found on how to do that?

As you can see there are many options, and probably we are just overwhelmed with the amount of options, not knowing exactly where to go from here.  If at least we could get pointed to the right direction, we would be okay.

Thanks,

Juan

Former Member
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Hi there:

It is the normal learning experience on this.     The link below shows that the implementation of Rule Policies helped to redefine the process and make sure that only BPs with Partner Function SDCR0003 approve.   , in the example below that is only for a one step approval.    The same concept can be applied to add a second rule for SDCR0002.

http://scn.sap.com/thread/3363110

In the example below you see what we did for a one step approval.  You can use a similar approach to create a new rule for SDCR0002.

Regards,

Juan