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Workflow CMR

The document describes steps to implement automated approval workflows for credit memo requests in SAP based on the net amount of the request. It involves: 1) Creating a BADI to set approval reasons for sales documents 2) Creating a team and assigning approval roles for different credit memo value thresholds 3) Configuring workflows that route requests to the appropriate approver based on preconditions comparing the net amount to thresholds.

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ankit shirsat
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227 views2 pages

Workflow CMR

The document describes steps to implement automated approval workflows for credit memo requests in SAP based on the net amount of the request. It involves: 1) Creating a BADI to set approval reasons for sales documents 2) Creating a team and assigning approval roles for different credit memo value thresholds 3) Configuring workflows that route requests to the appropriate approver based on preconditions comparing the net amount to thresholds.

Uploaded by

ankit shirsat
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd

Roles:

Name (Role) ID (Role) Description (Space)


Internal Sales Representative SAP_BR_INTERNAL_SALES_REP Internal Sales

Billing Clerk SAP_BR_BILLING_CLERK Billing

Business Process Specialist SAP_BR_BUSINESS_PROCESS_SPEC Business Process


Management

Configuration Expert - Business SAP_BR_BPC_EXPERT Business Process


Process Configuration Configuration

Sales Manager SAP_BR_SALES_MANAGER Sales Management

Administrator SAP_BR_ADMINISTRATOR Administration

Define and Assign reasons for approval requests

Implementing Cloud BADI

1) Custom Fields and Logic (F1481).


- In the menu bar at the top, choose Custom Logic.
- Choose Create.
- Make the following entries and choose Create:
● Business Context: Sales： Sales Document
● BADI Description: Set Approval Request Reasons for Sales Documents
● Implementation Description: for example, Set Approval Reason for Sales Documents
● Implementation ID： Generated by default
- Choose Save Draft.
- Choose Publish.
2) Manage Teams and Responsibilities (F2412).
- Choose Create.
- Make the following entries and press Enter:
● Name: credit memo workflow
● Description: credit memo workflow
● Status: Enabled
● Type: SALES
- In Team Members, choose Create.
- From the Items section, select a Business Partner checkbox and choose OK.

- Business Partner: Select from F4 help


- In the Functions field, choose Select. In the Select: Functions dialog box, choose the
following functions, and choose OK.
● CMR1LVLA: Sales Document Approver - Level 1
● CMR2LVLA: Sales Document Approver - Level 2
- Choose Save to save the team.
- Choose Save.
if net amount of the credit memo request is more than USD 1000, "Sales Document Approver - Level 2" can approve. If net
amount of the credit memo request is more than USD 500 but less than USD 1000, "Sales Document Approver - Level 1" can
approve. If net value of the credit memo request is less than USD 500, no approval is required.

3) Manage Sales Document Workflows (F2190).


- Choose Workflows for Credit Memo Requests next to Workflow.
- Choose Add.
- Make the following entries.
In the Header tab:
Name: <Second Approver- Net Value over 1000 USD>

- On the Preconditions tab, choose Net Amount is greater than, then enter below data:
● Currency: USD
● Amount: 1000
- From the Steps section, choose Add.

Make the following entries.

In the Header tab:
• Type: Release of credit memo request
• In the Recipients tab:

●
● Assignment By: Role
● Role: Sales Document Approver - Level 2
In the Exception Handling tab:
● Name: Rework Credit Memo Request
● Required Action: Rework of Credit Memo Request
● Action Result: Restart Workflow
Choose Add to append this step to the workflow and choose Save.
- Make the following entries.

In the Header tab:


● Name: First Approver- No conditions

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