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Creating a Purchase Requisition WorkflowMonika Pletschke | Winshuttle

In the beginning….

The Rollout Plan

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Creating a simple purchase requisition workflow

4

Design the workflow

Review require-ments

Assemble the solution

Review requirementsConsider design decisions

List participants Sequence of steps

Setup connections Record ME51

Record CC QueryCreate Form

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Review Requirements

• Should be easy to use , non-SAP users• Users at the remote site don‘t have access to SAP yet• Messages should be via familiar interfaces (e-mail)• Authorising step should be uncomplicated and intuitive

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Workflow Participants and Activities

6

Karen needs a new laptop and completes a request form. She chooses

her manager from drop-down list

Her manager Michael is notified via e-mail and approves the

request If he rejects, Karen receives a

notification

The data is routed to the Central Purchasing Team in the Shared Service Centre where it is uploaded to SAP

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Assemble the Solution

Model the process

Create the formn

Record transaction and generate workflow

Publish to Sharepoint Start the process

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Step 1

Model the process

Create the form

Publish on Sharepoint Start the process

Record the transaction – generate the Webservice

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Record the transaction

1 2 3

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Import the Scripts

Import the scripts

Name the web service

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Generate the Basic Form

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Step 2

Model the Process

Create the Form

Record the Transaction – generate the Webservice

Publish to SharepointStart the Process

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Create the Form

Date picker

Input help via static drop-downs

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Step 3

Model the Process

Create the Form

Record Transaction – Generate Webservice

Publish to Sharepoint Start the Process

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Step 2

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Step 4

Create the Form

Record Transaction – Generate Webservice

Start the ProcessModel the Process

Publish on Sharepoint

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Adding the Features

17

Purchase Requisition

Adding manager

view

Adding Date PickerAdding Drop-Down fieldsAdding default values

Customising the

form

Adding the view for SAP

update

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Customising the Form

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Working with the Page Designer

19

Purchase Requisition Adding

manager view

Manager enters cost centre only and approves

Customising the

form

Adding the view for SAP

update

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Adding Manager & Central Purchasing Views

1 2

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Adding the Features

21

Purchase Requisition

Adding manager

view

Adding a button with the webservice for

posting to SAP

Customising the

form

Adding the SAP update

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Attaching the webservice

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Assembling a Purchase Requisition Solution

Model the process

Create the formn

Record transaction and generate workflow

Publish to Sharepoint Start the process

Transaction recording with XML asdestination

Define SwimlanesDrawing the stepsAdding

Generate FormAdd Controls to customiseAdd views for each swimlaneAdd webservice for SAP integration

You can be a hero too …

Monika Pletschke+49 1551 649 65 735Monika.pletschke@winshuttle.com