THE SACM AND THE PARTICIPATION OF CIVIL SOCIETY ORGANIZATIONS

6.2 Configuring Process Options

Process options are the functions a user can perform during the dialog Dashboard activities. Process options interact with workflow processes. The configuration of these options is used in the following scenarios:

• Parking PO invoice processing

• Blocking PO invoice processing

• Parked Non PO Invoice processing

The process options configuration comprises the following steps:

• “Defining a Process Option” on page 126

• “Configuring User Process Options” on page 129

6.2.1 Defining a Process Option

To define a process option:

1. Execute the /OPT/SPRO transaction and follow LiveLink VIM - Configuration >

PO Based Invoice Configuration > Parked Invoice Processing Configuration >

Park Reason Maintenance > Process Option Definition 2. Click the New Entries button in the application toolbar.

3. Define the process option, using the following parameters:

Option Type

Select the option type:

Action

The system executes an SAP transaction code defined against this action.

Authorization

This option type is relevant only if the option selected is a PO blocked scenario. It allows the user to complete the line level workflow and the target role to execute the transaction code defined against the

authorization option.

Referral

The work item is forwarded to the target role defined in the user process options configuration.

Approve/Reject

The Approve/Reject option type has more relevance in the Invoice Approval process as these are predefined options.

BDC Action

Similar to the ^Action option type, but the transaction/execution has more flexibility to be configured in the BDC ID defined here.

Workflow Task

Triggers a custom (sub) workflow when the user selects the option.

Note: Some of the following parameters are only available for certain option types.

Option ID

Enter a 5 digit numeric ID that represents the option.

Description

Enter a description.

Option Short Text

Enter the description that is shown on the button in the user dashboard for this option.

BDC Configuration Id

Select the BDC ID that will be called when the user selects the option for execution. This field is applicable only if the option type is BDC Action. Task

Enter the (sub) workflow/task to be triggered when the user selects the option. The task must be compatible to OpenText workflow task.

Transaction Code

Define a transaction code to be called when the user executes the option.

This is only relevant if the option type is Action or Authorization.

Check Autopost

Define if the system shall try to post a parked document in background after successful execution of the option:

• Enter Xto enable automatic posting.

• Enter FM:<FUNCTION>where <FUNCTION> is a custom function module to determine if the document will be posted. This is relevant when it is difficult for the system to define the auto-post criteria directly.

Comments Required

Select this check box to force the user to maintain comments once this option is executed.

Hdr Level Decision

Select this check box to achieve that the system applies the decision to the entire document rather than to the current line item in the process. This is applicable in the PO blocked invoice processing scenario where there may be options that need to be applied to the entire PO invoice and not just the line item that is being worked on.

Confirm Execution

Select this check box to achieve that the user will be prompted to confirm the option selected.

Example: If an option deletes the SAP document, a confirmation from the user to really perform the action makes sense.

Confirm Completion

Select this check box to achieve that the user will be prompted to confirm successful completion of the option.

Override

Select this check box to achieve that the user will be able to select any SAP user in the system as the user(s) that will receive the work item when it is referred, and not just the users the system proposes after running the role resolution process. This parameter is applicable only in the Referral option type.

Validate Override User

Select a function module that is used to validate the users that the current user overrides.

Example: If a work item needs to be sent for approval, which is technically a referral, and the user is allowed to change the proposed users, this custom validation is required to disallow users to choose anyone they want.

Run Inv. Verification

Select this check box to run invoice verification when the current process ends.

Process Complete

Select this check box to end the current process and start the next process.

6.2.2 Configuring User Process Options

In this step, you define all the process options available for roles when a PO invoice document is parked.

Configuring the process options comprises the following steps:

• Define user process options for all the roles in the process.

• Delimit available options for each parking reason in individual parking reason definition.

Tip: The standard SAP authorizations for transactions are checked for the underlying transactions in a user process option.

To configure user process options for PO parked documents:

1. Execute the ^/OPT/SPRO transaction and follow LiveLink VIM - Configuration >

PO Based Invoice Configuration > Parked Invoice Processing Configuration >

Technical Configuration > Advanced Process Option Configuration > PSS User Process Options - OST