Approval process workflow for Customer XBO

[ambuja_prabhudessai]

Hi experts,

We have a client requirement which asks for multilevel approval process for Accounts (when a new Account is created/ existing Account is changed). As per my knowledge, there is no standard approval process defined for Customer XBO as of now by SAP.

Also, if the Account creation/modification is 'Rejected' by any manager, then how will the Account be reverted back to its original version? (kind of a rollback)

I had raised an incident for this asking the SAP team whether they will be adding any approval processes for Customer BO in the near future C4C releases. But they do not have any plans of implementing it sooner.

They suggested a workaround as follows:

Add 1 extension field "approval status code" in Account with code values:

1 - To be approved by L1 manager

2 - Approved by L1

3 - Approved by L2......etc for more levels of approval

Reverting 'Rejected' Account to previous state is not possible via PDI. In principle you would have to read the changehistory data and revert to the state before the change was done. But the changehistory BO is/will not be PSM released.

Any workaround or suggestions on how can I go about implementing this requirement? I need to put validations like L2 can approve only after L1 approval.

Please guide and help.

Thanks,

Ambuja Prabhudessai

Persistent Systems Ltd.

[Former Member]

Hi All,

I know I am bit late to join the discussion.

We as a company developed this framework like around two years back itself and implemented it to various customers across the globe. Frame work is built on different SAP Business Objects and Custom Business Objects. We even built the same asked functionality for customer and supplier's.

Every requirement and steps discussed in the threads can be achieved easily by using our framework. This Frame work is a intellectual property of our company ERP Logic.

Please go through the below link for this framework details which we built in SAP ByD using cloud application studio.

http://www.erplogic.com/wp-content/uploads/2015/06/Approval_Notification.pdf

In case need of this, please reach out to me and I can direct you back to our sales team for further details and processing. Thanks

I can be reached on "hanumath.k@erplogic.net".

Regards

Hanu

[ambuja_prabhudessai]

Hey,

Thanks for the reply. Will try out this approach.

Regards,

Ambuja

[Former Member]

Hello Ambuja,

How are you creating Approval Process for Extended BO through PDI? Can you please provide the steps as I am having similar requirement?

Thanks & Regards,

Meghna

[ambuja_prabhudessai]

Hi Meghna,

It is not possible to create an approval process for extended BO as of now. Hence, you need to create a custom BO and the approval process for your custom BO. But, you can call the actions of your Custom BO approval process like submitForApproval, Approve, Reject, etc. from Extended BO (for eg: Customer -> Account) UI screen by binding a button to the respective action.

In the action you will have to pass the instance of your current Account by querying the Customer BO.

Hope this helps.

Regards,

Ambuja

[Former Member]

Thanks for the details!

[Former Member]

Hi Ambuja,

We have a similar requirement on Customer Master Approval. We tried to create a Custom BO and its approval process. However the approve action on the Custom BO is failing with the below errors. Same error happen for Reject/Sendbackforrevision option also. Please advise. Thanks.

"Process Instance not found for BO .ID

Could not correlate the process activity

Could not find the executed tasks"

Below are the steps in sequence I did :

1) Creation of BO and approval process

2)approval process

3)

4)

5)

5)

[former_member200567]

Hi Venkatesh,

You cannot approve or reject directly there.

(that is a pain in the neck)

You need to click the link Please approve this customer shadow.

Then, you will be navigated to a screen where you can approve or reject.

The limitation of custom approval process:

1) the approval task will not be in Managing My Area

2) the approval task cannot be approved directly from QA

  (you cannot use the approval action as BO Action, as far as I know)

Best Regards

Fred

[Former Member]

Hi Fred,

Thanks for the reply. It worked.

Regards

Venkatesh

[Former Member]

Hi Ambuja,

Can you please give more details on the implementation of approval process of Customer XBO?

I am new to Cloud Studio and development. Thanks for support.

Regards

G.Venkatesh

[former_member230056]

Hi Fred,

I have created custom approval process in SAP C4C.

It works fine until I Submit for approval but when I click on the Approval Link it is giving Task Execution error "You do not have sufficient authorization to execute this task".

Please advice on what needs to be done to get sufficient authorization.

Thanks in advance.

Thanks and Regards,

Sowmya

[former_member200567]

Hi Sowmya,

Is your current login user the Approver for the task?

Best Regards,

Fred

[former_member230056]

Hi Fred,

Thanks for the reply

Yes, Current user is the approver for that record.

If current user is not the approver we will not get link to approve itself.

Kindly let me know if you need more information.

Thanks and Regards,

Sowmya

[former_member200567]

Hi Sowmya,

I am sorry I cannot test now.

Have you already added the approval screens to your custom WCView under AssignedObjects?

Can your user find the approval task under Home->Inbox?

Best Regards,

Fred

[former_member230056]

Hi Fred,

Yes I have added the approval screens to custom WCView but it is not coming under Home--Inbox.

Am I missing anything?

Thank You,

Sowmya

[former_member200567]

Hi Sowmya,

If you user is not seeing the approval task in Home-Inbox, your user is not the approver for the task.

How did you configure the approver for your custom approval task?

Best Regards

Fred

[former_member230056]

Hi Fred,

Thanks for your response.

If the logged in user is not the approver for task he doesn't even get link in QA itself.

Below are the steps I followed to create approval process

1. Creation of Custom BO

2. Creation of Approval Process

3. Creation of screens (selected screens with OBN)

4. Assigning approval screens to custom view

5. Deploy business configuration

6.Create copy of default approval process and edit validity

Did I miss anything?

Thank You in advance!!

Regards,

Sowmya

[former_member200567]

HI Sowmya,

How did you assign the approver?

I am not sure whether only the approver can see the link in QA or not.

The approver should definitely be able to see the approval task under Home-> Inbox.

Best Regards

Fred

[former_member230056]

Hi Fred,

I have assigned approver in approval process like below

After document is submitted for approval, I go to Business task management view there approval task is listing in unassigned items

If I try to determine assignment it gave me below results

After this I tried to assign this item to User, unfortunately no user is listing in OVS to select

Please let me know if I have to raise incident on the same.

Thanks and Regards,

Sowmya

[former_member200567]

Hi Sowmya,

Your user needs to have access to Managing My Area WoC.

Best Regards

Fred

[former_member230056]

Hi Fred,

In C4C, I don't think we have managing my area WoC view?

Correct me if I am wrong

Thanks,

Sowmya

[former_member200567]

Hi Sowmya,

Sorry, I dont have access to C4C.

Normally, from which WoC do you find your approval tasks and approve besides Home->Inbox in C4C?

Best Regards

Fred

[former_member230056]

Hi Fred,

Issue is fixed now

Issue was with assigning approval Tasks to Custom WoC View.

I followed SDK document to assign approval screens to custom WoC view where in they missed to mention adding one screen (Approval QA)

Custom WoC View Assigned Objects:

Screen which is highlighted below which was missing in the assigned objects list of Custom WoC View

After adding QA screen it worked perfect !!!!!

Thanks a lot for your help.

With Regards,

Sowmya

[Former Member]

Hi Venkatesh,

Can you please elaborate how to start the approval process once we complete the actions part?

thanks in advance.

Regards,

Mani

CTS

[Former Member]

This message was moderated.

[Former Member]

Hi,

why don't you create a screen from which user will create or modify the accounts. after submitting the custom screen , you should start the approval process, once all the approval is done, create or modify the account in SAP.

Regards.

Sanchari