Workflow - PPT

PatricBeuthenSAPConsultingSAPBusinessWorkflowIntroductionbasedonBIT600WorkflowArchitectureWorkflowOrganizationBusinessWorkplaceWorkflowMonitoringWorkflowCustomizingWorkflowTransactionsIntroduction–WhyWorkflow?WorkflowTherightworkAttherighttimeFortherightagentorWhodoesWhatWhenWithwhatobjectAndinwhatsequenceObjecttypewithobjectmethodTaskFeaturesWHOcouldcarryoutthetask?WHATcarriesoutthetaskandHOW?WorkitemtextTaskdescriptionNotificationtextLatestendtextRequiredendtextLateststarttextTextsOrganizationalplanGeneralInformationonTaskDefinitionsTasksObjectMethodStandardTask(TS)WorkflowWorkflowDefinitionTime-independent&client-independentTaskTypesWorkflowTemplate(WS)Workitem(activityatruntime):Postdocument4712Customer-ManleyCorp.Invoicedamount-$258,300Invoicedamount:<$50,000Invoicedamount:>$50,000Customernames:A-GFIclerksCustomernames:O-ZPossibleagentforthetask:Postdocumentlinkedwithjob:FinancialClerkRole:RestrictionofagentsaccordingtotheorganizationalchartRolefortheagentresponsible:FindFIClerkRoleparameters:CustomernameInvoicedamountCustomernames:H-NStepDefinition:'ResponsibleAgents'ResponsibilityWorkflowtemplatesWorkflows:Definition&RuntimeEnvironmentWorkflowdefinitionActivitiesBORABAPOOWebFlowServicesOrg+UserManagementWorkflowWorkitemEventdefinitionEventEventmanagerWorkflowmanagerExecution(methods,services)WorkitemmanagerBusinessWorkplace(Worklist)Rulesforagentdetermin-ationPFTC_....transactionsWorkflowBuilderSimplemaintenanceWorkflowArchitectureWorkflowOrganizationBusinessWorkplaceWorkflowMonitoringWorkflowCustomizingWorkflowTransactionsIntegrationofOrganizationalManagementIntegrationofOrganizationalManagementTaskassignmentaccordingtoresponsibility/expertiseatdefinitiontimeLinkingoftaskswithpossibleagentsandlinkingofWorkflowstepswiththeresponsibleagentsDynamictaskdistributionatruntime:DeterminationofrecipientsofworkitemsbasedoninformationfromthecontextoftheworkflowandtheobjectsprocessedHighdegreeoftransparencyofbusinessprocessesandtheirresponsibilitiesTasks:Wordprocessing,schedulingmeetings,phonecallsStep1:CreatetherootorganizationalunitStep3:CreatepositionsSalesAdministrationStep4:AssignholderAdministrativetasks,SalesMexicoStep6:AssigntasksStep5:CreatejobsProductionSalesMexicoExecutiveBoardStep2:CreateadditionalorganizationalunitsLisaThompsonCreatinganOrganizationalPlan(SimpleMaintenance)CreatinganOrganizationalUnitIcon:Createobject:OrganizationalunitValidityperiodqueryCreatearootorganizationalunitValidfrom09.12.2002to31.12.9999OrganizationandStaffing(Workflow)EditGotoSettingsSystemHelpCreateOrganizationandStaffing(Workflow)SearchforOrganizationalunitPositionJobPersonUserTaskassignmentEnterpriseGroup20Financeunit20Salesdepartment20Developmentdepartment2009.12.2002+3MonthsSelectlinkOrganizationalunitisdescribedbyTaskislinemanagerOrganizationalunitincludesPositionCreatingaPositionCreateiconObject'Position'CreateOrganizationandStaffing(Workflow)OrganizationandStaffing(Workflow)EditGotoSettingsSystemHelpSearchforOrganizationalunitPositionJobPersonUserWorkflowtemplatesStandardtaskTaskTaskgroupStandardroleObjecthistoryTaskassignmentFinancialaccountingFI_managerFI_clerkDetailsforpositionFI_clerkBasicDataFI_clerkFI_clerkGeneraladministratorPositionJob.....................SelectlinkOrganizationalunitisdescribedbyTaskislinemanagerOrganizationalunitincludesPositionAssigningUserstoaPosition(1)SearchfortherelevantuseranddisplayitintheselectionareaAssigningUserstoaPosition(2)AssignuserwithDrag&DropCreatingaJobMenuitem:Edit-CreateJobsExercise-OrganizationalManagement(1)CreatetwousersinSU01CreatethefollowingorganizationalhierarchyinPPOMOrgUnitCompanyXX(Z_COMP_XX)OrgUnitDepartmentXX(Z_DEPT_XX)PositionManagerXX(Z_MGR_XX)PositionEmployeeXX(Z_EMP_XX)AssigntheuserstothepositionsaboveExercise-OrganizationalManagement(2)WorkflowArchitectureWorkflowOrganizationBusinessWorkplaceWorkflowMonitoringWorkflowCustomizingWorkflowTransactionsAutomaticgroupingYourlogoandtextTips/TricksRelatedobjectsTaskdescriptionWorklistWorkitempreviewWorkitemtextSpecialworkitemsBusinessWorkplaceinR/3OverviewtreeExecuteReplaceReserveDisplayattachmentCreateattachmentBusinessWorkplace-Worklist(1)ForwardResubmitDisplayBusinessWorkplace-Worklist(2)Otherfunctionsforprocessingworkitems-Setto‘Done’-Changedeadlines-ChangepriorityIndividualconfigurationofcolumnsdisplayedDynamiccolumnsBusinessWorkplace-OtherFunctionsBusinessWorkplace:SubstitutionYoucanmaintainsubstitutionintwoways:Personalsubstitute(foranSAPuser)PositionsubstituteSubstitutesmaybeCreatedandactivatedatthesametimeFromthetimeofactivation,thesubstituteautomaticallyreceivesnotonlytheirownworkitems,butalsothesubstitutionworkitems.CreatedandnotactivatedThesubstitutecantakeactivecontrolofthesubstitutionfunctionatanytime.Untilthesubstituteactivelyendsthesubstitution,onlythesubstitutionworkitemsaredisplayedinhisorherWorkplace.WorkItemDisplayAttachmentsappearimmediatelyandcanbedisplayedwithaclick.Businessinformationisdisplayed.Appealingdisplayandclearlayoutincreaseuseracceptance.TechnicalWorkItemDisplayTechnicalinformationisdisplayed(suchasdeadlines).StandardworkflowlogDetailssectionChronologicalprocessviewDetailsofeachstepGreenlineshowsprocessprogressDisplaysallrecipients,possibleandexcludedagentsWorkflowLogGraphicalworkflowlogProcessedworkflowsStatusofstepsObjectsinvolvedQuickandsimpleoverviewofprocessesinvolvedTaskstatusesataglanceEasierhandlingofcustomerqueriesWorkflowsthatyouhavestartedWorkitemsthatyouhavecarriedoutWorkitemsthatyouhaveforwardedCurrentagentWorkflowOutboxforStatusTrackingUserView:GlobalSettingsWhydoweneedglobalsettings?Justoneworkflowlogorworkitemdisplayisnotenoughbecausedifferenttypesofuserhavedifferentrequirements:Workflowmodelersandadministratorsrequireaccesstoalltechnicalinformationsuchascontainers,workitemIDs,stepnumbers,allsteptypesandsoon.Workflowendusersdonotrequiretechnicaldetails,buthavetofocusmainlyontheworkitemcontentandwouldbedistractedbytoomanyfunctions.Whatstepsarerequired?Theadministratormustdefinethestandardvaluesthroughoutthesystem.Alluserscanthenperformtheirownsettings.UserView:PersonalSettingsWorkitemdisplayworkflowlogOthersettingsTechnicalusersApplicationusersEnterprisePortalsSAPGUIforHTMLMicrosoftOutlookE-MailPervasiveComputingVariousInboxesSAPGUIforWindowsLotusNotesSelectionofFunctionsinWorkflowInboxes BusinessWorkplaceEasyWebInboxOutlookMailInboxLotusNotesInboxiViewinEnterprisePortalExecuteAddorreadattachments()Resubmit()SubstitutionSetupsubstitutionOutboxAutomaticrefreshForward()Query()GraphicallogLogs()System-wideusepossible(differentfolders)Genericdecisiontask(differentfolders)OfflineDesktopinstallationSAPGUI(WindowsorJava)WebBrowserSAPGUI+SAPOutlookIntegrationSAPGUI+SAPLotusNotesIntegrationWebBrowserExercise–BusinessWorkflow(Request&Approve)ObjectsfromtaskgroupTG70000023WorkflowArchitectureWorkflowOrganizationBusinessWorkplaceWorkflowMonitoringWorkflowCustomizingWorkflowTransactionsWorkflowReportsHowmanyprocessingdeadlinesweremissedinthelastmonth?Howevenlydistributedistheworkload?Wastheworkflowstartedcorrectly?Whatisthestatusofaworkflow?Istherestillanactiveworkflowinstanceforanobject?WorkitemanalysisWorkflowdiagnosisWorkflowlogWorkflowoutboxWorkloadanalysisObject-specificevaluationInformationsystemTaskanalysisReportingSystemMonitoringperiodWorkitemtypeTaskfilterTodayLast7daysTimeLast365daysLast30daysIntervalonfromtoDialog(Sub)WorkflowBackgroundTaskTaskgroup(T)Taskgroup(TG)ApplicationcomponentWorkItems….WorkitemsPerTask(frequency)WorkitemsbyProcessingDurationWorkitemswithMonitoredDeadlinesReporting:WorkItemAnalysisReporting:WorkloadAnalysisUserBernerPositionS500304UserMillerJobC40932Org.UnitO500039Workitemsprocessedforauserforapositionforajobforanorganizationalunit(youcanspecifyadeadlinelimit)WorkitemsintheinboxstilltobeprocessedforauserforapositionforajobforanorganizationalunitCriteriafortheSelectionReportWorkitemtypeWorkitemstatusWorkitemsUtilities:WorkItemSelectionDisplayworkitemDisplayworkflowlogChangeworkitemDisplayagentChangepriorityWorkitemIDTaskIDDialogworkitemWMisseddeadlineworkitemDWorkflowworkitemFBackgroundworkitemBWaitstepworkitemEWorkItemTypesRuntimeTools:ObjectType&ObjectInformation'Notificationofabsence'objecttypeObjectofabsence'objectnumber1960Whichtasksandworkflowsusethe'Notificationofabsence'objecttypeintheirdefinition?Whichinstancesexistforworkflowsandtasksthatusethe'Notificationofabsence'objecttypeintheirdefinition?Whichworkitemreferstoobject1960ofthe'Notificationofabsence'objecttypeandinwhichBusinessWorkplaceisittobefound?ConsistencycheckWorkflowdefinition/taskdefinitionCustomizetheentireWebFlowengine.RFCprotocolManuallystartataskorworkflow.Firstupdatetheorganizationalassignmentandthenprovidetheinputdata.TestUtilitiesfortheImplementationTeamWorkflowOutboxintheBusinessWorkplaceBusinessWorkplaceInboxOutboxStartedworkflowsFlowitemforWS30000015FlowitemforWS30000161FlowitemforWS99900035ExecutedworkitemsWorkitem1forTS7869Workitem2forTS7869Workitem3forTS7869ForwardedworkitemsWorkitem1forTS99900062TheoutboxintheBusinessWorkplaceprovideseachuserwithanoverviewoftheworkthatheorshecarriedoutwithintheworkflowprocesses.Thefollowingsteptypesarefilteredoutinthebusinesslog:WaitforeventContaineroperationEventcreatorProcesscontrolUndefinedstepsActivityanduserdecision(markedwiththe'Notinworkflowlog'option)Thedisplayisnotfilteredinthetechnicallog.WorkflowLogs:BusinessandTechnicalCreaterequestCompletedApproverequestCompletedNotificationofabsenceWorkitemstatusAccessto-Selectedagents-Possibleagents-ExcludedagentsAccesstographicalworkflowlogAgentExecutedActionDateTimeObjectObjectnameHugoBossDialogstepcreated07.10.199812:58:29HugoBossQuerysent07.10.199813:00:33OfficedocumentQuery(1)...HugoBossWorkitemreservedforprocessing07.10.199813:00:33HugoBossExecutionstarted07.10.199814:13:52HugoBossProcessingcomplete07.10.199814:15:32Notificationofabsence0000000245AccesstoworkitemhistoryWorkflowLog:WorkflowChronicleViewWorkflowLog:WorkflowAgentViewNotificationofabsenceCreaterequestPatrickSmithCreaterequestCreaterequestApproverequestApproverequestHugoBossApproverequest(Sub)workflowcreatedDialogstepcreatedWorkitemexecutedautomaticallyWorkitemprocessingcompleteDialogstepcreatedQuerysentWorkitemprocessingcompleteSendmailSendmailBackgroundworkitemcreatedWorkitemprocessingcompleteWorkflowsystemNotificationofabsenceCreaterequestNotificationofabsenceApproverequestWIforselfmethod000000123456(Sub)workflowcreatedDialogstepcreatedDialogstepcreatedWorkflowLog:WorkflowObjectsViewWorkflowLog:ListwithTechnicalDetails=ExpertModeWorkflowTestworkflowWorkflowinstanceTestworkflowInstancenumber000000872350Startdate22.09.1998StartedbyPatrickSmithStarttime10:38:04CurrentstatusInprocessWorkflowChronicleViewStatusWorkitemIDNodeno.TaskAgentExecutedActionDateTime5&8723501TestworkflowPatrickSmith(Sub)workflowcreated22.09.199810:38:04PatrickSmithSWW_FI_START22.09.199810:38:04.69Firstletterofthesurname5&87235171DisplayallrequestsbySMITHPAPatrickSmithDialogstepcreated22.09.199810:38:04PatrickSmithWorkitemexecutedautomatically22.09.199810:38:05ErrorErrorGraphicalWorkflowLogRoute(greenpath)StatusAgentWorkflowArchitectureWorkflowOrganizationBusinessWorkplaceWorkflowMonitoringWorkflowCustomizingWorkflowTransactionsOverviewofCustomizingActivitiesActivityAutomaticAlwaysrequired?DefaultentryusedMaintainanactiveplanversion01CheckentriesfromtheHRcontroltable   Maintainprefixnumbers  Checknumberranges   ConfigureRFCDestinationUserWF-BATCHMaintainasystemadministratorforworkflow SY-UNAMEGenerallyclassifydecisiontasks [W1]YourownuserIDMaintainastandarddomainforInternetmail   ActivatesendingtoobjectsandHRobjects  Maintaindemoandverificationenvironment  Schedulebackgroundjobformisseddeadline Schedulebackgroundjobforworkitemswitherrors Schedulebackgroundjobforconditionevaluation Schedulebackgroundjobforeventqueue  Schedulebackgroundjobforclearingreport CreatingPrefixNumbersforStandardObjectsAnentryisrequiredforeachsystemandclientthatyouwishtouse.SWU3Displayview‘SetActivePlanVersion’:OverviewTableviewEditGotoSelectionUtilitiesSystemHelpDestinationRFCuserDocumentationWORKFLOW_LOCAL_401RFCpasswordValueabbrv.GroupPLOGIPLOGI01IntegrationPlanVersion/ActivePlanVersionHumanResourcesSetActivePlanVersionDescriptionSem.abbr.ActivateDeadlineMonitoringCustomizingstep:Schedulingdeadlinemonitoring-JobSWWDHEXYoumustperformtheCustomizingactivityifyouwanttomonitorthedeadlinesofindividualworkflowstepsintheWebFlowEngine.DeadlineMonitoringEditGotoSystemHelpConfigureandScheduleWorkItemDeadlineMonitoringSaveandScheduleSaveandSchedule(F8)Intervaluntilnextdeadlinecheck3(inminutes)JobAttributesStartdateofbackgroundjob31.12.2999Starttimeofbackgroundjob23:59:59NameofbackgroundjobSWWDHEXNumberofbackgroundjob03254301BackgroundJobReportRSWWDHEXSaveandScheduleScheduleWorkItemErrorMonitoringWorkitemmonitoringListEditGotoSystemHelpInformationonmonitoringtemporary10:25:0013.06.1998NameofBackgroundJobNumberofBackgroundJobMonitoringofTemporaryIncorrectWorkItemsIntervaluntilnextrerunRetrycounterforworkitemswitherrorsStartDateofBackgroundJob-StartTimeofBackgroundJobSWWERRE10170901X203(inminutes)SetMonitoringofIncorrectWorkItemsSWU3StartVerificationWorkflowListEditGotoSystemHelp-StartVerificationWorkflowEventcreated-Verificationworkflowstarted1.SwitchtotheBusinessWorkplace.Inyourworkflowinbox,youwillfindaworkitemwithauserdecision.2.Executethisworkitem.Itcontainstwomails:notificationsofcompletionforthisuserdecisionandforthefollowingbackgroundstep.IntegratedinboxCheckCustomizingWorkflowArchitectureWorkflowOrganizationBusinessWorkplaceWorkflowMonitoringWorkflowCustomizingWorkflowTransactionsUsefulTransactionsTransactionCodeDescriptionPFACRuleMaintenancePFOS/PFSOOrganizationalAssignmentPFT/PFCTTaskMaintenancePPOC/PPOMOrganizationMaintenanceSWE2-3/SWELEventTypeLinkageSWI1-8WorkflowAnalysisSWO1BusinessObjectBuilderSWUEEventCreationSWUSWorkflowTestSWU3CustomizingSWDDWorkflowBuilderSBWPBusinessWorkplaceSWXFLeaveRequestDemoNopartofthispublicationmaybereproducedortransmittedinanyformorforanypurposewithouttheexpresspermissionofSAPAG.Theinformationcontainedhereinmaybechangedwithoutpriornotice.SomesoftwareproductsmarketedbySAPAGanditsdistributorscontainproprietarysoftwarecomponentsofothersoftwarevendors.Microsoft®,WINDOWS®,NT®,EXCEL®,Word®,PowerPoint®andSQLServer®areregisteredtrademarksofMicrosoftCorporation.IBM®,DB2®,DB2UniversalDatabase,OS/2®,ParallelSysplex®,MVS/ESA,AIX®,S/390®,AS/400®,OS/390®,OS/400®,iSeries,pSeries,xSeries,zSeries,z/OS,AFP,IntelligentMiner,WebSphere®,Netfinity®,Tivoli®,InformixandInformix®DynamicServerTMaretrademarksofIBMCorporationinUSAand/orothercountries.ORACLE®isaregisteredtrademarkofORACLECorporation.UNIX®,X/Open®,OSF/1®,andMotif®areregisteredtrademarksoftheOpenGroup.Citrix®,theCitrixlogo,ICA®,ProgramNeighborhood®,MetaFrame®,WinFrame®,VideoFrame®,MultiWin®andotherCitrixproductnamesreferencedhereinaretrademarksofCitrixSystems,Inc.HTML,DHTML,XML,XHTMLaretrademarksorregisteredtrademarksofW3C®,WorldWideWebConsortium,MassachusettsInstituteofTechnology.JAVA®isaregisteredtrademarko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