Setting SRM Approval thesholds in Org Structure and Workflow Approval.

[Former Member]

Hi,

I am in the process if setting up a pilot presales SRM 5.0 system and require to set up one step approval between a Shopping Cart Requestor and their department managers. A simple example being that, if Jo Doe raises a Cart for 100 USD, it goes to a supervisor, if Jo raises a cart for 101-499 USD it goes to a manager and if Jo raises anything above 500 USD it goes to the CIO and so on.

What options do I have available in SRM customizing to build in threshold values in order for them to be workflowed to a selected person in the SRM org structure? The documentation does not indicate if this can be done within the attributes or if any new tables need to be created that would hold these theshold values and called via a function mod or exit during workflow determination.

Any opinions would be welcome.

Have a good day and Thanks,

Mike Pallister,

Montana PX, FL, USA

[Former Member · Accepted solution]

Hi. By far the best way of using SRM workflow is to use the N Step workflow, then simply assign whatever approvers you want using the N step BADI. You can select in data from anywhere, using any requirements the customer needs.

This requires development however.

If you want to set up that simple example you descibe, then there are basic workflows that will read the approval limit of the user from the org plan and go up accordingly.

The limts are on the "extended attribute" tabs in PPOMA_BBP.

The users output limit is the value they can order with no approval.

The approval limit is the limit they can approve up to. If it is over their limit it will go to their manager and so on.

To see the standard workflows go to the IMG > Supplier Relantionship Management > Cross application basic settings > SAP Business Workflow > Perform Task Specific Cusotmising. The help on this tells you about the workflows.

Regards,

Dave.