How we can set the approval on invoice?

[Former Member]

Hello Experts,

How we can set the approval on invoice? Once the invoice gets generate and if someone wants to change in the unit price, the approval request has to go the concerned person. Please, suggest your advice for the same.

Regards,

Sanjay Sontakke

[former_member184771 · Accepted solution]

Hi,

As per my understanding this will not be possible in standard SD, however can be taken care in SAP Flexible Solution Billing but not sure.

Please refer the below link:

http://help.sap.com/saphelp_fsb10/helpdata/en/8a/ef55529c63d130e10000000a44538d/content.htm

Approval at Invoice Level - SAP Flexible Solution Billing 1.0 - SAP Library

But if your requirement is only if someone change the value in VF02 and it should be review by some one and then Invoice should be hit to accounting, the you can achieve the same via posting block at billing doc level.

For approval you can take care at authorization level by giving authorization of tcode: VF01 & VF02 - For user who will responsible for changes in price

For Approver: Give access of VFX3 so that if price sis ok then he can release the document and accounting document will be created or else he can inform the user to change the price which is going to out of system.

Also you can create z authorization object for taking care of price. You need to explore this solution can be build.

Thanks

Sumeet Sah

[Former Member · Accepted solution]

Hi,

The above requirement is regarding REFX not with SD module. I have gone through the possibilities but found that the approval mechanism is possible on contract level but not sure on invoice level. Therefore, is anybody sure about the approval mechanism on contract level? Pls guide the same.

Regards,

Sanjay Sontakke

[former_member184771 · Accepted solution]

Hi,

when you say you need at contract level do you mean as contract order type level, if yes explore status profile.

Thanks.

Sumeet

[narnei · Accepted solution]

Dear Sanjay Sontakke,

Yes, Its possiable to build a work flow approval mechanism at REFX contract Level.Based on your requirement you can use the REFX standard work flow mechanism with the help of your ABAPER.

Pls see the below screen shot where you can access the standard workflow option at contract screen.

Based on your requirement ( Price comparision / data chnage/ based on user status change  / value based...etc anything based on your business requirement)  you can have the workflow triggering point.Pls get in touch with your ABAPER to make use of the same.

Thanks,

Rao

[Former Member · Accepted solution]

Thanks Subbarao.

[Former Member · Accepted solution]

Hello Subba,

I am trying to use Workflow WS17900004 for the said issue  but it is not at all woking. First it is not activate for RECN, second as mentioned in the link...

Approval Workflow for Real Estate Contract - Flexible Real Estate Management (RE-FX) - SAP Library

It has mentioned that...

1. Start the approval process in processing for the real estate contract (transaction RECN) in a new or changed contract, by choosing Request Approval for Contract . Save your contract.

After you save, the Approvals tab page appears. This tab page shows information about the generated earmarked funds document and about the status of the approval workflow.

But the said "Approval" tab is not at all coming.

Is it required to activate that workflow while in configuration through spro?

Do you have any technical help regarding to that?

[Former Member · Accepted solution]

Hello Subba,

After implementing BADI we are able to trigger the custom workflow and that too after creating of contract. But the said workflow Workflow WS17900004 is not triggering anyway. Moreover, i am not finding any tab for to Approve the contract.

Is there anything where we can play with User Status?

Waiting for reply.

Thank you.

Regards,

Sanjay Sontakke

[narnei · Accepted solution]

Dear Sanjay Sontakke,

Sorry delay in reply, understand that you have made the workflow as required, but in workflow you have to mention who is the approving manager for that contract type. Pls note work flow will trigger after creation/saving contract only, or you can build your own logic based on your business requirement.

Then when ever your workflow is triggering an workflow e mail will be triggered to your manager for approval. He can access the same mail from his SAP INBOX (T-code- SBWP) or you can route this e mail to his outlook also with an option of APPROVE / REJECT with comments.

Again based on your workflow design you can set the user status in contract by system automatically, so that user will understand the status easily. Example

When Workflow triggered you can set the user status as pending for approval

When approved you can make it as – Approved by XXXX

When rejected you can make it as – Rejected by XXXX

Also during Approve / reject you can send acknowledge to your contract creators(Users) also on status : contract XXXX approved  or rejected with comments. So that user will read the comments & do needful if need and he can re trigger the work flow in case rejection.

Also usually approving mangers may change, so maintain all the APPROVERS ids in a separate table where you can edit easily in later stage without changing the program every time.

Pls consult with your ABAP/WORKFLOW consultant for further steps.

Thanks,

Rao

[Former Member · Accepted solution]

Thanks Subba.

[narnei · Accepted solution]

Dear Sanjay Sontakke,

Also note one more point the above workflow trigger is an option given by SAP by default, but you can build your own logic in workflow triggering point and system can trigger the workflow automatically based on your triggering point.

FYI pls.....

Thanks,

[Former Member · Accepted solution]

Yes, actually i am aware of the same but i couldnt have any break through on  standard  Workflow  WS17900004, and the Approval Tab. Pls help me out, if you have any information regarding the same.

Thanks

[Former Member · Accepted solution]

Thanks Subba,

Again, i am not getting any option for Request Approval for Contract in RECN contract creation as mentioned in the following link.

Approval Workflow for Real Estate Contract - Flexible Real Estate Management (RE-FX) - SAP Library

Regards,