Language & Region
Wago

Automated approval process for sales documents

The introduction of a secure and transparent approval process using Flexible Workflow for SAP SD documents leads to increased efficiency

100
%
Integration into the organisational model
50
Users
3
Receipt types
6
Months Project duration

WAGO GmbH & Co. KG connects, measures, controls and networks - worldwide: with simple solutions and intelligent connections. Since 1951, WAGO has seen itself as a reliable partner to industry and is passionate about the great responsibility it has as a leading supplier in the field of connection and automation technology and interface electronics.

To make approval workflows for credit note requests, customer returns and billing documents more efficient, WAGO replaced its previous solution with flexible workflows. This solution is not only user-friendly and intuitive to operate via Fiori apps, but is also automated, digitalised and fully integrated into the existing SAP system.

Content and highlights of the project

  • Replacement of the previous solution including SharePoint approval
  • Introduction of a secure, efficient and transparent, automated approval process for sales documents
  • Complete integration of the approval process into the SAP system
  • The new solution is faster and more efficient, and operation via Fiori apps is user-friendly and intuitive
  • The solution can be customised and flexibly expanded, for example to include additional sales organisations
  • Approvers receive automated emails when a new, pending approval is issued
  • Users are also informed by email if an approval is rejected or sent back to them for post-processing

Initial Situation

At WAGO, credit memo requests and bonus processing were entered using an external form, approved according to a signature rule via defined approver levels and then created in SAP. This procedure was now to be replaced.

The customer wanted to digitise the approval process and integrate it into the SAP system. Following the implementation for credit notes and bonus processing, customer returns and billing documents were also to be processed using this procedure.

The combination of expert knowledge in the areas of SAP APO, integration and IBP processes was decisive for us to implement the project with CONSILIO.

Nico Stockhaus, Head of Customer Service WAGO GmbH & Co. KG

Requirements for the new solution and implementation

The approver logic was mapped in accordance with the applicable WAGO signature regulation along the organisational structure via individually adapted flexible workflows in the SAP system. The hierarchical approval levels were retained as before.

During the course of the project, the three document types credit notes, customer returns and settlement documents for condition contracts were implemented simultaneously despite different workflows.

When defined workflow start criteria are met, the approver now receives a document via a Fiori app. This document is checked in the app, adjusted if necessary and sent back for rectification, rejected or approved.

WAGO GmbH & Co. KG

WAGO GmbH & Co. KG connects, measures, controls and networks - worldwide: with simple solutions and intelligent connections. Since 1951, WAGO has seen itself as a reliable partner to industry and is passionate about the great responsibility it has as a leading supplier in the field of connection and automation technology and interface electronics.