SA工作流基礎知識

ERP項目組內(nèi)部培訓-WorkFlow

基礎知識篇（一）2010年08月13日概要Unit2

OrganizationalStructure組織架構Unit1Introduction工作流介紹Unit3

WorkflowTemplates工作流模板Unit4

BusinessWorkplace業(yè)務工作臺Introduction工作流介紹Unit2

OrganizationalStructure組織結構Unit1Introduction工作流介紹Unit3

WorkflowTemplates工作流模板Unit4

BusinessWorkplace業(yè)務工作臺Introduction工作流介紹Content內(nèi)容1.WhatisSAPBusinessWorkflow?

什么是SAP業(yè)務工作流2.IntroductiontoWorkflowTerminology

介紹工作流術語3.AdvantagesofUsingWorkflow

運用工作流的優(yōu)點Objectives目標1.DescribeSAPBusinessWorkflowconcepts描述SAP業(yè)務工作流的概念2.OutlinethecircumstancesunderwhichSAPBusinessWorkflowcanbeusedeffectively描述什么樣的情況下能有效地使用SAP業(yè)務工作流3.DefinethebasicSAPBusinessWorkflowterminology

解釋基本的SAP業(yè)務工作流術語Introduction工作流介紹Introduction工作流介紹GoalsofReorganizingBusinessProcesses使用工作流達到的目標：增加流程的透明性，增加雇員的職責，關注客戶的興趣，更高效的管理，關注流程的最終結果。Introduction工作流介紹Coversallaspectsoftheprocess流程涵蓋的各個方面TheProcessflowitself(Business)業(yè)務流程本身ThePeopleinvovled(Organization)流程涉及的人員Theeffects(ProcessInformation)流程結果SAPBusinissWorkflow■AWorkflowManagementSystemfacilitatesthe

electronicprocessingofstructuredprocesseswhich:IncludearangeofactivitiesAlwaysoccurinasimilaroridenticalformInvolveseveralpeopleordepartmentsRequireahighdegreeofcoordination■WorkflowManagementSystemscontrolprocessesaccordingtoapredefinedmodelandareespeciallysuitedtostructuredorganizations■工作流管理中，一些結構流程符合：流程包括一系列的活動，流程是相似的或者相同的，需要多個人員或者部門的高度的協(xié)調(diào)性

■工作流管理通過預先定義的模板和合適的組織架構控制流程Introduction工作流介紹WhatProcessesareParticularlySuitableforSAPBusinessWorkflow?Faster,simpleraccesstoinformation快速，簡單的訪問信息Administrativetasksarelessdemanding對管理任務有更少的要求Processesareeasiertolearnandunderstand

流程更簡單易學,易懂Introduction工作流介紹Workflow:AdvantagesforEndUsersFlexibleinchangingofprocessesOrganizationalstructure流程，組織架構的靈活變化Introduction工作流介紹WorkflowBenefitsforManagementBettercontrolofinformationofdeadlinesofservicelevelsofprocessingcosts對信息，最后期限，服務水平，流程花銷等有更好的控制IncreaseproductionClearingbacklogDistributionofinformationandwork:

EveryusergetshisworklistautomaticallyfromthesystemSpeedupprocessesyouwillgetcashdiscountmoreoftenbetter/quickerreactiontoerrorsCustomersaremoresatisfiedprocessesaremorequicklyfinishedbetterinformationflow增加生產(chǎn)：：及時清空空積壓，每每個用戶從從系統(tǒng)中自自動獲得工工作項加快流程：：經(jīng)常獲得得折扣，對對錯誤信息息的快速反反應顧客的滿意意度增加：：流程更快快速的完成成，更優(yōu)化化的流程信信息Introduction工作流介紹紹Workflow:AdvantagesforEnterprisesSimplydocumentmanaging,Standarde-mailandgroupwarealthoughWorkflowusesboth!Datadistributionacrossmultiplesystems:EDI/ALEisusedforthispurpose,butWorkflowcansupportthisoption!ScreensequencemanagementwithinatransactionManagementoftemporarydataManagementof“onetime”processesAtooltofillfunctionalitygaps!Introduction工作流介紹紹WorkflowIsNot!!!簡單文件，，標準的e-mail和groupware，，工作流只只能運用這這些信息。。不能對這這些文件進進行管理數(shù)據(jù)跨系統(tǒng)統(tǒng)的分配：：EDI/ALE能能跨系統(tǒng)傳傳遞數(shù)據(jù)，，但是工作作流不能。。通過事物代代碼對屏幕幕的一系列列操作進行行管理管理臨時的的數(shù)據(jù)執(zhí)行一次流流程的管理理補充SAP功能的工工具（如果果一個FC不能直接接執(zhí)行，那那么用工作作流就不能能執(zhí)行這個個FC）ToStreamlineaBusinessProcess使業(yè)務流程程的效率更更高效EnsureCorrectBusinessProcessesareFollowed確保執(zhí)行正正確的業(yè)務務流程FormallyDefineandImplementaBusinessProcess更加嚴謹?shù)牡拇_定和執(zhí)執(zhí)行一個業(yè)業(yè)務流程Introduction工作流介紹紹SAPBusinessWorkflow’sPurposeObjectAgentTaskRoleStepEventWorkflowWorkitemBusinessWorkplaceSAPBusinessWorkflowTerminologyIntroduction工作流介紹紹FiveQuestionsforEachPartofaBusinessProcessWhoShould?DoWhat?WithWhatObjects?When?InWhatOrder??Introduction工作流介紹紹InWhatOrder?ConsistsofstepsCanbetriggeredbyevents工作流由步步驟組成，，并由事件件觸發(fā)WorkflowDefinitionControlstheBusinessProcess通過工作流流模塊來控控制業(yè)務流流程Introduction工作流介紹紹What?Activity/TaskExecuteaTransactionExecuteaReportExecuteaFunctionModuleRunaRoutineinanExternalSystemUpdateaSpreadsheetDocumentgenerationUserdecisionautomaticcontrolstepsEventIntroduction工作流介紹紹活動或任務務：執(zhí)行一一個事物、、一個報表表、一個函數(shù)模模塊，運行行一個外部部系統(tǒng)的程程序，更新一一個電子數(shù)數(shù)據(jù)表等文件生成用戶決定自動控制步步驟WhatandwithWhatObject:ObjectTypeExampleSAPBusinessObjecttypesInvoiceRequisitionMaterialArchiveddocumentsEDImessages(IDocs)DocumentsfromPCofficeapplicationsObjectMethods(DoWhat?)Post(theinvoice)Approve(therequisition)Change(thematerial)Display(theimage)Introduction工作流介紹紹SAP業(yè)業(yè)務對象：：發(fā)票，申請請，物料，，歸檔文件件，電子數(shù)數(shù)據(jù)交換信信息，PC應用中的的文件對象方法（（對對象進進行的操作作）：開（發(fā)票）），同意（（申請），，修改（物物料），顯顯示（文件件）WhoTasksand‘PossibleAgents’Introduction工作流介紹紹WHO:ToDecidewhoShouldReceiveaWorkItemandPerformaTaskAlistofpossibleagentsisrequiredforatask.Thislistcontainstheemployeesinyourenterprisewhoareauthorizedtoreceivethisworkitem.Theactualrecipientsoftheworkitemaredeterminedatruntime.YoudonothavetohaveHRfortherelationshipswithorganizationalobjects.ThefunctionsareprovidedwiththeBasissystem.誰：決定誰誰收到代辦辦事項并執(zhí)執(zhí)行任務一個任務需需要一系列列可能的代代理人。這這些人包括括企業(yè)中有有權收到該待待辦事項的的雇員。在工作項執(zhí)執(zhí)行時決定定實際的收收件人。WHEN?out-come3out-come1out-come2EventOutcomeshowsthewariousresultsofastepTellstheworkflowthatsomethinghashappenedWorkflowcanbestarted(triggeringevent)Stepcanbeended(terminatingevent)WaitstepforreactingtoaneventSteptypeEventcreatorIntroduction工作流介紹紹工作流何時時啟動，何何時觸發(fā)，，何時審批，，何時結束束顯示一個步步驟的不同同結果Introduction:SectionSummaryActiveflowofinformationtotherightpeopleattherighttimeintherightformatintherightquantityABetterReturnonInformationIntroduction工作流介紹紹一個激活的的流程信息息：在正確確的時間，，以正確的的方式，以適當?shù)臄?shù)數(shù)量，發(fā)給給正確的人人。更好的結果果信息OrganizationalStructure組織架構Unit2OrganizationalStructure組織架構Unit1Introduction工作流介紹紹Unit3WorkflowTemplates工作流模模板Unit4BusinessWorkplace業(yè)務工作作臺Contents:內(nèi)容OrganizationalManagement組織架構構的管理理HRSetUpHR的建立SimpleMaintenance簡單維護護Positions職位OrganizationalStructure組織架構構OrganizationalStructureAttheconclusionofthisunit,youwillbeableto:在這部分分結束，，將學到到：SetupanOrganizationPlan建立一個個組織架架構ConnecttheOrganizationPlantoaworkflow組織架構構和工作作流的連連接OrganizationalStructure組織架構構UnitObjectivesTheworkflowsystemfindstheagentsoftheindividualtasksbyevaluatingtheorganizationalplan工作流系系統(tǒng)通過過評估組組織架構構找到每每個任務務的代理理人Youmustlookforoptionsonhowtorelateeachsteptoyourorganization找到怎樣樣連接工工作流的的每個步步驟與組組織架構構的方法法HRhascreatedacurrentorganizationalstructureofyourcompanyHR已經(jīng)在企企業(yè)中創(chuàng)創(chuàng)建好了了一個組組織架構構Youmustbuildtheconnectionfromthisorganizationalstructuretoyourworkflow必須建立立組織結結構和你你的工作作流的一一個連接接OrganizationalStructure組織架構構OrganizationalStructure:BusinessScenarioOrganizationalStructure組織架構構OrganizationalPlanSAPHRTerminologyusingajobadvertisementinanewspaperasanexample利用報紙紙上的一一個職位位招聘廣廣告解釋釋SAPHR術語IntegrationoforganizationalmanagementTaskdistributionaccordingtoresponsibility:Linkingtaskswithpossibleagentsondescriptionlevelorientedto“jobs”Dynamictaskdistributionatruntime:DeterminationofrecipientsbasedoninformationfromthecontextoftheworkflowandtheobjectsprocessedActivedeterminationofthe““correct””recipientsandprovidingthemwiththeinformationrequiredHighdegreeoftransparencyofbusinessprocessesandtheirresponsibilitiesOrganizationalStructure組織架構構IntegrationofOrganizationalManagement組織管理理的一體體化根據(jù)職責責對任務務進行分分配：以以職務為為導向連連接任務務和可能的代代理人；；運行時動動態(tài)分配配任務:依據(jù)工作作流的背背景和對對象流程程信息決定收收件人；；活動或或者任務務決定正確確的代理理人并提提供給他他們想要要的信息息業(yè)務流程程和職責責的高度度透明性性OrganizationalStructure組織架構構ExampleforanOrganizationalChart部門內(nèi)部部的業(yè)務務流程和和跨公司司的業(yè)務務流程OrganizationalStructure組織架構構BasicHRDefinitionforWorkflowInOrganizationalManagement,SimpleMaintenanceenablesyoutoquicklycreateyourinitialorganizationalplan.YouonlycaterforThebasicobjectsandtheirrelationships.在組織管管理中，，簡單維維護能快快速的創(chuàng)建一一個基本本的組織織結構。。這只符合合最基本本的目標標和關系系。OrganizationalStructure組織架構構CreatinganOrganizationalPlaninSimpleMaintenance（earlierrelease）CreateOrganizationalUnit,CreatePositions,AssignTasksOrganizationalStructure組織架構構NavigationOverviewObjects:organizationalunits,persons,jobs,positions,tasks,usersUsethesearchareatolocateobjects.Searchalsoviarelationshipswithotherobjectsandsoreresultsas‘‘favorite’’variants.Resultsofsearchappearhereforselection.Double-clickdesiredobjecttobringitintoOverviewArea.Seeoverviewineitherlistmodeorasatreestructure.Double-clicktoreachfurtherobjectcharacteristicsinDetailArea.IntheOverviewareayoucanswitchbetweentheoganizationalstructureandthestaffingplanofoneorganizationalunit.CharacteristicsoftheobjectinOverviewAreacanbemaintainedhere.Tabstripsidentifyandgroupsimilardata.OrganizationalStructure組織架構構UndoChangescannotbeundoneoncethedatahasbeenstoredinthedatabase.OrganizationalStructure組織架構構PositionsPositionsarespecifictoyourorganization.Multiplepositionsmayperformsimilarjobtasks.Eachpositiontypicallyrepresentsoneemployee,butmaybepartiallyfilledbymorethanone.職位在組組織架構構中是具具體的，，但是職職務不是是。多個職位位可以執(zhí)執(zhí)行相同同職務的的工作。。每個職位位下面掛掛一個人人，但是也有有一個職職位下掛掛好幾個個人的情情況。事務碼：：PPOCE創(chuàng)建一個個新的根根組織單單元，然然后創(chuàng)建建一個子子級別的的組織單單元，或或者創(chuàng)建建一個職職位。OrganizationalStructure組織架構構Release4.6B:CreatingaPositionJobsareindependentofprganizationalunits.Positionsareconnecteddirectlytoanorganizationalunit.OrganizationalStructure組織架構構Release4.6B:CreatingaNewJobRelease4.6B:AssigningaUserOrganizationalStructure組織架構構把創(chuàng)建好好的職位位分配給給具體的的人OrganizationalStructure組織架構構AssignmentWorkflowTasks-OrganizationalObjects注意：一個用用戶被定義成成可能的代理理人，才可能能在工作流運運行時收到待辦事項；通通過任務維護護分配工作流流任務給組織織對象是最好好的方法。OrganizationalStructure:UnitSummaryIntegrationoforganizationalManagementintoSAPBusinessWorkflowSAP業(yè)務工作流中中的組織架構構的一體化管管理Transparencyofbusinessprocessesandtheirresponsibilities業(yè)務流程和職職責的透明性性Dynamictaskdistributionatruntime執(zhí)行時動態(tài)分分配任務Highflexibilitywithregardtoorganizationalchanges組織架構改變變的高度靈活活性OrganizationalStructure組織架構Unit2OrganizationalStructure組織架構Unit1Introduction工作流介紹Unit3WorkflowTemplates工作流模板Unit4BusinessWorkplace業(yè)務工作臺WorkflowTemplates工作流模板WorkflowTemplates工作流模板WorkflowTemplatesContents:內(nèi)容Workflowtemplatesinapplications工作流模板的的應用Workflowandtemplatedocumentation工作流和模板板文件AttheconclusionofthisSection,youwillbeableto:在這部分內(nèi)容容中，將學到到：Findworkflowtemplatesusingthestructuresearch通過結構搜索索查找工作流流模板Callworkflowtemplatehelpdocumentation查找工作流模模板幫助文件件SpecifythestepsforadaptinganSAPworkflowtemplate描述SAP工作流模板的的各個步驟WorkflowTemplates工作流模板WorkflowTemplates:UnitObjectivesWorkflowTemplates工作流模板SAPDeliveredWorkflowTemplatesStructureSearch與模板有關事事務碼：模板創(chuàng)建：PFTC_INS模板修改：PFTC_CHG模板顯示：PFTC_DIS模板復制：PFTC_COP模板刪除：PFTC_DELWorkflowTemplates工作流模板SAPDeliveredWorkflowTemplatesDocumentationWorkflowTemplates工作流模板FI:ApprovalofParkedDocumentsWorkflowTemplates工作流模板MM:PurchaseRequisitionApprovalWorkflowTemplates工作流模板HR:NotificationofAbsenceWorkflowTemplates工作流模板AdaptingTemplatesIdentifybusinessprocesstobesupportedbySAPBusinessWorkflow以SAP業(yè)務工作流為為支撐確認業(yè)業(yè)務流程Configuretheworkflowruntimeanddevelopmentsystem配置工作流的的運行和開發(fā)發(fā)環(huán)境Selecttemplatethatcorrespondstoyourrequirements根據(jù)需求選擇擇合適的模板板Createorganizationalplan創(chuàng)建組織單元元Definepossibletaskagents確定可能的任任務代理人Linktaskstotheorganizationalplan任務和組織架架構的連接Activateeventlinkageforyourworkflow激活工作流的的事務連接（（事務連接事事務碼：SWETYPV）WorkflowTemplates工作流模板BusinessProcess‘LeaveApproval’WhensomeonecreatesanotificationofabsenceProcess:DepartmentheaddecideswhethertoapproverequestIfapproved,requestisreleasedbyHRCreatorcancancelatanytimeIfnotapproved,requestcreatordecidestowithdraworchangeIfrequestistobechanged,itisreturnedtocreatorforupdateScenarioisrepeatedifchangesaremadeGainmanagementandenduserapprovalbeforecontinuing!WorkflowTemplates工作流模板UseTemplate1.Assignagents2.Activaterelevantevents3.AdaptinformationtextI.UsingtemplatewithoutenhancementⅡ.Configureatemplate1.Changeagents2.Maintaininformationtexts3.Scheduledeadlinemonitoring一.運用一個個沒有增強的的模板：分配配代理人，激活關聯(lián)的事事件，編寫文文本信息二.配置一個個模板：修改改代理人，維維護文本信息，設定定最后期限監(jiān)監(jiān)控WorkflowTemplates工作流模板ConfiguringaTemplatefromtheIMGEachtemplatefromtheImplementationGuiderequiressomeapplication-specificCustomizing每個模板都需需要滿足用戶戶的某些特殊殊需求Workflowscenariodocumentationtellsyouwhatconfigurationisrequired工作流的實際際業(yè)務流程告告訴我們模板板需要根據(jù)需需要修改Stepsaredifferentforeachtemplate每個模板的步步驟都是不一一樣的StepsareinthesectionoftheIMGwhereyoucarryouttheapplicationconfiguration執(zhí)行模板的步步驟時需要根根據(jù)需求修改改Unit2OrganizationalStructure組織結構Unit1Introduction工作流介紹Unit3WorkflowTemplates工作流模板Unit4BusinessWorkplace業(yè)務工作臺BusinessWorkplace業(yè)務工作臺BusinessWorkplace業(yè)務工作臺BusinessWorkplaceContents:內(nèi)容：UseofBusinessWorkplace使用業(yè)務工作作臺BusinessWorkplace業(yè)務工作臺BusinessWorkplace:ObjectivesAttheconclusionofthissection,youwillbeableto:在這部分內(nèi)容容中，將學到到：UsethefeaturesandfunctionalityoftheBusinessWorkplaceforworkflowactivityandmonitoringofworkitems利用業(yè)務工作作臺的特性和和功能執(zhí)行工工作流活動和和監(jiān)控工作項項BusinessWorkplace業(yè)務工作臺BusinessWorkplace:BusinessScenarioTheend-userinterfaceofaworkflowistheworklistoftheBusinessWorkplace最終用戶界面面中的工作流流就是業(yè)務工工作臺中的工工作項Youmustaccommodatethedifferentrequirementsfromallusers要考慮到所有有用戶的不同同需求Therefore,youwanttolearnaboutBusinessWorkplacehandling因此，首先需需要熟悉業(yè)務務工作臺的操操作BusinessWorkplace業(yè)務工作臺WorklistasInterfaceforEndUser業(yè)務工作臺是是SAP業(yè)務務工作流運行行環(huán)境的一部部分。雇員在在業(yè)務工作臺里面接接收到文件和和待辦事項。。Overview

treeAutomaticgroupingSpecialworkitemsTaskdescriptionWorkitemtextTips/TricksRelatedobjectsWorkitempreviewWorklistBusinessWorkplace業(yè)務工工作臺臺BusinessWorkplaceinR/3（SBWP）ExecuteForward（轉發(fā)發(fā)）Resubmit（重新新提交交）Replace（替代代）Reserve(保留)DisplayDisplayattachmentCreateattachmentBusinessWorkplace業(yè)務工工作臺臺BusinessWorkplace-WorklistBusinessWorkplace業(yè)務工工作臺臺WorkItemDisplayNotechnicaldetailscanbeseenAttractiveappearanceandclearstructureimproveacceptancefromusersAttachmentsappearimmediatelyandcanbeviewedbyclickingDescriptionisformattedBusinessWorkplace業(yè)務工工作臺臺TechnicalWorkItemDisplayTechnicalinfocanbeseenDescriptionisnotformatted設置->工作流流設置置->個個人設設置設置技技術信息的的顯示示Busine