documentation pct.005 workflow purchase order approval

8/9/2019 Documentation PCT.005 Workflow Purchase Order Approval

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Ciba Specialty Chemicals

Project EnterpriseDocumentation - Workfow

Documentation oPCT.005

Workfow or Purchaser!er "ppro#al


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Ciba Specialty Chemicals

$ersion% &.&'C())*+TStatus% openDate% ,anuary ' 00/ %15%0 "2 32T405%0


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Proect *nterpriseFunctional SpecifcationWorkow

Document Information

General Information

Project Name Project Enterprise

Document Location Shared Folder

Associated Documentation

Document History

Date Name Dept. Change tatus

April 1!th" #$$% ol!er Si"" #ccenture Document creation Dra$t

Finali%e open topics Dra$t

Document creation Dra$t

Appro&al 'ignature for acceptance( Name ) ignature Date

Business Owner Gerd Irion

IDC point of contact Kumar Devaraju

Ciba point of contact Jean Pierre Pawela

*unctional pecification + ,or-flo Definition

/usiness Process 0eam P&'

/usiness ) Processner

Gerd rion

*unctional Designer )aurice &ruts

Comple2ity )edium

Planned tart Date

(Planned date $or start o$'echnical speci$ication*

+anuar , //0 1//1// P) ES'

Planned 3nd Date

'Planned date o$ hando2er $romD& a$ter unit test(

Februar 3, //4 1//1// P) ES'


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0A/L3 * CN03N0

1 4354I3, AND 677A58..............................................................................................................9

. S5))#67....................................................................................................................................... 0. 896:F;98 9E6E8............................................................................................................... .... 0

# 03CHNICAL D30AIL.........................................................................................................................%

. 896:F;98 &9'#E6.................................................................................................................. 4. B5SESS 9B+E&' B5S/....................................................................................................... ...3

2.2.1 Delegation..............................................................................................................................................82.2.2 Custom Attributes...................................................................................................................................8

2.2.3 Custom methods......................................................................................................................................9

: D30AIL3D ,5;*L, D3C5IP0IN..........................................................................................1$

=. 6E;E#SE S'6#'EG7 S #D 6E;E#SE S'6#'EG7 S..................................................................... =. 6E;E#SE S'6#'EG7 S=.................................................................................................................=

3.2.1 Getting the superior to approve the PO...............................................................................................13

3.2.2 Approval of the PO...............................................................................................................................1

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1 &er&ie and ummary

1.1 ummary

$%e Workow "or Purc%a&e 'rder (ppro)al i& de&ined to rant a "a&t and &ea*le&& appro)alo" po&ted purc%a&e order& +P',W%en a P' et& po&ted in t%e -P S&te* t%e workow &tart& and i)e& t%e P' to t%e

appropriate appro)er. $%i& docu*ent de&crie& t%e i*ple*entation o" t%e workow t%e

tec%nical &ettin& and t%e codin.

1.# ,or-flo &er&ie

For an o)er)iew o" t%e workow u&e tran&action SW.

$%e Workow $e*plate 3u*er "or t%i& workow i& WS99900001. $%e Standard workow +WS200000#5, "or P appro)al need& to e deacti)ated

$%e workow di&tinui&% etween ! tpe& o" elea&e Strateie& "or t%e P' elea&e Strate S1 +P' i& auto*aticall created and it& a*ount i& reater t%an

50000 7F, elea&e Strate S2 +P' i& *anuall created and it& a*ount i& etween 50000 and

100000 7F, elea&e Strate S! +P' i& *anuall created and it& a*ount i& reater t%en 100000

7F,

For e)er o" t%e tpe& t%ere i& a &eparate ranc% in t%e workow. $%e ulletpoint& !.1 !.! de&crie t%e&e appro)al c%ain& in detail. $%e&e ranc%e& are enerated t%e &tep 4 %eck relea&e &trate:.

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# 0echnical details

#.1 ,or-flo Container

$%e workow container at%er& all nece&&ar in"or*ation needed "or t%e workow and "ort%e appro)al.;n "ollowin a de&cription o" t%e Workow ontainer.

$%e ele*ent& w%ic% ein wit% an under&core are &tandard ele*ent& o" e)er workowcontainer and need no "urter e' i& decried in ullet point 2.2, elea&eode

re"er& to $16FF@' $%e relea&e code i& i)en to t%e elae&e &tep&

c, (ppro)ede=ectedre"er& to t%e data dictionar tpe $-A$10.

$%i& container ele*ent i& u&ed to &tore t%e te


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i& flled t%e ta&k @et Superior wit% ri%t appro)al le)el: contain& t%e eCail(dre&& o" t%e (ppro)alBCanaer +Cet%od et& it "ro* t%e 7CiniCa&ter ;n"otpe0105 Suptpe 10,

", (ppro)orBe=ectorre"er& to WFSDS$(@-3$

contain& t%e ?&er; o" t%e u&er w%o appro)ed or re=ected t%e P', -


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$%e >' >?S2012 i& t%e Standard >' "or Purc%a&e 'rder&. ;n order to en%ance t%i& >u&ine&&'=ect wit% own codin and loic it i& nece&&ar to create a cop o" it.;n t%i& ca&e t%i& cop i& called >?S2012. $%e >?S2012 in%erit& all attriute& *et%od& ande)ent& "ro* %i& &upertpe >?S2012.

$o *ake &ure t%at e)erti*e t%e >' >?S2012 i& called al&o t%e loic o" >?S2012 i& called adeleation o" >?S2012 to >?S2012 i& needed. $%i& i& *ade in $( SW'1

.. &ustom #ttributes

u&to* (ttriute& are attriute& o" t%e >' w%ic% are not defned in t%e Standard deli)er.;n ;>( and t%e >' >?S2012 we defned t%e "ollowin u&to* (ttriute&

a, o*panodere"er& to -EE'>?ESt%e attriute et& t%e co*pan code out o" -EE'

, urrencre"er& to -EE'W(-S

t%e attriute et& t%e currenc o" t%e order

c, ')erall3etGaluere"er& to -EE'@3-$Wi& t%e o)erall net )alue o" t%e order

d, reated>re"er& to -EE'-3(Ci& t%e u&er w%o created t%e P'

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..= &ustom methods

;n ;>( and t%e >' >?S2012 we defned t%e "ollowin u&to* Cet%od&

7ethod Getuper&isor= 5ses the $unction module ?@Get@Superior(as described in '&AS@&5S'9)@DEE;9P)E'@896:F;98S* .'he method imports the needed import elements o$ the $unction module.t "i2es bac! the 5ser o$ the appropriate superior.'he $unction module rites all superior users o$ the creator in the table 8F;@#PP69#;@'#B;E@B#D.For this or!$lo the method eCports the userD ith the hi"hest #ppro2al@ndeC into the tas! container.($or details on the mentioned table and $unction module see'&AS@&5S'9)@DEE;9P)E'@896:F;98S*

7ethod Get6nlimitedAppro&er=

5ses the $unction module ?@))@5;)'ED#PP69E6(as described in '&AS@&5S'9)@DEE;9P)E'@896:F;98S* .'he method imports the Plant and the &ompan &ode.t "i2es bac! the 5ser hich has unlimited appro2in" ri"hts and his e)ail address.'his user is maintained in the custom table ?F5;)'#PP6 (also described in'&AS@&5S'9)@DEE;9P)E'@896:F;98S*. 'he e)ail is maintained in A6-)ini-)aster.

: Detailed ,or-flo description

Hike *entioned in t%e einnin t%e workow di&tinui&%e& etween ! tpe&o" elea&e Strateie& in t%e P'

$%e deci&ion w%ic% ranc% to take i& c%ecked in Step 4 o" t%e workow

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For e)er relea&e &trate a &eparate ranc% i& enerated

$%e&e ! ranc%e& are e


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:.1 5elease trategy 1 and 5elease trategy #

$%e relea&e &trate S1 i& triered w%en a

P' i& auto*aticall created and it& a*ount i&reater t%an 50000 7F.

$%e relea&e &trate S2 i& triered w%en aP' i& *anuall created and it& a*ount i&etween 50000 and 100000 7FFor ot% relea&e &trate t%e &a*e workowloic i& applied.;n ot% ca&e& t%e Purc%a&e 'rder i& i)en tot%e ?&er w%o i& a&&ined to t%e Purc%a&inroup o" t%e P'.

$%e picture &%ow& t%e ranc% "or relea&e&trate S1.

$%e Purc%a&in @roup i& a &tandard attriuteo" t%e u&ine&& o=ect >?S2012 +Purc%a&e'rder,.

$%e a&&in*ent o" t%e ?&er to t%ePurc%a&in @roup i& done in t%e tran&action

PPSC a& &%own in t%e "ollowin picture

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$%e workow u&e& t%i& a&&in*ent )ia a rule to deter*ine t%e ?&er w%o %a& to appro)e t%eP.

$%e rule in t%i& ca&e t%e rule 99900001 @et Purc%a&in @roup:

$%e rule i& u&in t%e purc%a&in roupand i)e& t%e u&er ack to t%e workow.

$%e workite* i& &ent to t%e "ound u&erand %e / &%e can appro)e or re=ect t%eP'.(& t%e ta&k $S20000166 i& ana&nc%ronou& ta&k it need& ater*inatin e)ent.

(& t%e ta&k $S20000166 i& ana&nc%ronou& ta&k it need& ater*inatin e)ent.

$%e confuration o" t%e &teponl allow& to proceed wit% t%eworkow w%en t%e P' i&

re=ected or itI& relea&ed.'nce t%e P' i& relea&ed orre=ected t%e Workow ;nitiatoret& a S(P notifcation aoutt%e deci&ion.

("ter t%e&e notifcation& t%e appro)al "or a P' wit% relea&e &trate S1 i& done.

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:.# 5elease trategy :

elea&e Strate S! i& triered w%en t%e P' i& *anuall created and it& a*ount i& reatert%en 100000 7F. ;n t%i& ca&e t%e P' need& to e appro)e a line &uper)i&or wit% t%e ri%tappro)al le)el

=.. Gettin" the superior to appro2e the P9 $%e picture &%ow& t%e &tep& w%ic% are in)ol)ed in t%e deter*ination o" t%e &uperior toappro)e t%e P'.

$%e &tep @et Superior wit% ri%t appro)al le)el: +Step 41, contain& t%e $a&k $S9990000!. $%i& ta&k contain& t%e ao)e de&cried *et%od @-$S?P-G;S'.

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;" t%e *et%od fnd& a &uperior wit% t%e appropriate appro)al le)el and %i& / %er eCail addre&&t%e outco*e Super)i&or "ound: i& taken. $%e e


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$%e u&er can a&k &o*eone to *aintain t%e data and i" t%e data i& *aintained a"ter a w%ilet%e u&er can e


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=.. #ppro2al o$ the P9

("ter t%e loop &ection to deter*ine t%e &uper)i&or t%e appro)al &ection "ollow&

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$%i& &ection "ollow& t%e &a*e loic a& t%e appro)al "or elea&e Strate S1 and S2. $%e onl diKerence i& t%at t%e u&er i& not deter*ined a rule wit% t%e Purc%a&in rouput in t%e ao)e de&cried &tep&.

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