Flexible Workflow in SAP S/4HANA
Digitise approval processes in SAP
Einheitliche Freigabeprozesse mit SAP S/4HANA
Under SAP ECC, the release of documents was more or less limited to the MM module. The release of purchase requisitions or purchase orders was possible there - albeit not perfectly solved.
Other departments, such as Sales, had to make do elsewhere, usually outside the SAP system. S/4HANA puts an end to this. As a standardized, cross-module solution, Flexible Workflow offers everything needed for releases.
Your Advantages
- (Mobile) Approval of SAP Documents
- Full integration of the approval into the respective document
- Audit-compliant system-side documentation of approval processes
- All approvals in one place within the MyInbox app
Flexible workflow functionalities for all business processes
Sourcing and Procurement
The flexible workflow in SAP S/4HANA in sourcing and procurement automates approvals for documents such as purchase requisitions, purchase orders, and purchasing contracts, and allows flexible configuration of start conditions, approval levels, and exceptions via Fiori apps.
- Request for Quotation (RFQ)
- Supplier Quotation
- Supplier Confirmation*
- Purchase Requisition (Item/Header)*
- Purchase Order (Item/Header)*
- Scheduling Agreement
- Purchase Contract*
- Service Entry Sheet
- Parked as Complete or Blocked Supplier Invoice
- Award Scenario
- RFQ Supplier List
*also available for Central Procurement Hub
Sales
The flexible workflow in SAP S/4HANA in the SD (Sales & Distribution) area facilitates the automated release of sales documents such as customer orders, quotations or returns and allows flexible adjustment of start conditions, approval levels and exceptions directly via Fiori apps.
- Sales Order (without charge)
- Credit Memo Request
- Sales Quotation
- Customer Return
- Debit Memo Request
- Sales Price
- Preliminary Billing Document
Finance
In the area of finance, the flexible workflow in SAP S/4HANA digitises approvals of general ledger documents and processes in FI-CA or FSCM, and enables approval rules, amount limits and escalations to be defined flexibly via Fiori apps.
- General Ledger Document Verification (FI-GL)
- Exchange Rate Difference Check (FI-GL)
- Accounting Reconciliation Closing (FI-GL)
- Consolidation Reconciliation Closing (FI-GL)
- Payment Item Approval (Payment Run)
- Bank Account Request (IHC)
- Intercompany Variance Adjustment (ICA)
- Posting of Documents (FI-CA)
- Installment Plan (FI-CA)
- Document Change (FI-CA)
- Document Reversal (FI-CA)
- Installment Plan Change (FI-CA)
- Contract Accounting Write-Off Run (FI-CA)
- Bank Communication Management (FSCM)
- Rejected Payments (FSCM)
- Payment Agreements (FSCM)
- Payment Blocks (FSCM)
Logistics
The flexible workflow in SAP S/4HANA in the area of logistics controls automated approvals for logistics documents such as QM measures, maintenance orders or condition contracts (bonus processing in purchasing/sales) and allows flexible definition of approval rules, responsible persons and escalation paths via Fiori apps.
- Condition Contracts (LA)
- Condition Contract Billing Release (LA)
- Billing Documents (LA)
- Maintenance Order (PM)
- Notify Action Responsible (QM)
Other Documents
- Payroll Document
- Legal Content Management Legal Transaction
- Travel Expense Item
- Routing Confirmation
- Change Record Discrete Industry
Flexible Workflow - An overview
Of course, the question also arises as to which functionalities are available during the approval of such documents. As a new functionality within S/4HANA, the range of functions is constantly being expanded with each release. Incidentally, this also applies to the availability of approvals for other SAP documents. Thus, the range of functions depends on the SAP release on the one hand and on the document to be approved on the other.
A few examples:
- Definition of start conditions – When should approval be given?
- Definition of different approval steps – Who should approve, when and in what order?
- Definition of exclusion criteria – Who is not allowed to approve?
- Approval via the Fiori app "MyInbox" – also on mobile devices
- Email reminder for approvals
- Workflow restart in case of changes during approval
With our extensive experience in workflow implementation projects, we support you with our expertise and know-how to digitize your approvals. Leverage Flexible Workflow in S/4HANA and create added value for your company.
SAP Business Workflow vs. SAP Flexible Workflow
The classic SAP Business Workflow mainly served as a workflow engine for SAP native workflows under ECC. The workflow engine was also used to map customer-specific workflows in SAP. This often involved a great deal of effort on the part of developers.
With SAP S/4HANA, SAP offers Flexible Workflow, a further development of SAP Business Workflow, which has been embedded in the SAP standard as an approval workflow in many documents. It can be easily configured by key users – without the involvement of developer resources. A large number of new workflows reduce the need for customer-specific workflows, although Flexible Workflow can also be used here to implement new workflows and automate business processes with little effort.
CONSILIO Extensions
- Workflow Log in the GUI – for Sales Documents
- Workflow Restart based on “Changed Fields” in the Sales Document
- Approver Determination via the Organizational Model
- Extended Information in MyInbox for the Approver
- Customer-Specific Start Criteria for All Workflow Scenarios
Our Services
- High expertise in the implementation of workflow projects in S/4HANA
- "Ready-to-Use" extensions that have already proven successful with other customers
- From conception, through go-live, to daily support – everything from a single source
