Manage Preliminary Billing Document Workflows
Application component: Preliminary Billing Documents
App type: Transactional
Line of business: Sales
Leading industry: Cross Industry
Solution capability: Sales Billing (S/4)|Solution Billing (S/4)
Description:  With this app, you as a configuration expert can configure workflows to establish and optimize approval process for preliminary billing documents. You use this app to define the preconditions under which a preliminary billing document must be approved, and to select the recipient(s) who can approve it. If a workflow is activated and the preliminary billing document fulfills the configured preconditions, the approval workflow is initiated for that document. Designated approvers receive the preliminary billing documents for approval in the My Inbox app and as notifications. Note If you set up a workflow with more than one approver, be aware that several conditions can be met at the same time. This is the case for the following example:  You create a condition for a net value greater than USD 10,000 and assign a second level approver.   You create a condition for a net value greater than USD 5,000 and assign a first level approver.  If your sales document has a net value of USD 12,000, both conditions are met. This means that both approvers receive the approval request. 
With this app, you can create and manage approval workflows for preliminary billing documents.
Key features:    Create a new workflow  Configure a workflow as follows:  Define properties such as workflow name, description, and validity period   Define conditions for starting the workflow If required, you can create additional conditions and alternative conditions using the corresponding buttons. Caution The workflow framework provides a powerful precondition setting environment. Plan and set your preconditions in both the BAdI and the workflows so that preliminary billing documents do not remain pending in approval while they are unassigned to an approver. Always ensure that all workflow conditions you set are also replicated in the custom logic within the BAdI implementation.   Create a step for the workflow step sequence The step types can vary depending on the preliminary billing document type.   Step Type Description Exception Handling    Release of preliminary billing document  A preliminary billing document that requires approval is sent to the responsible approver or approvers. In the My Inbox app, approvers can then release, reject, or request a rework of the document by the initiator.   Define the required action when the document approver asks for a rework of the sales preliminary billing document by choosing Request Rework.    Rework of preliminary billing document  Note You can only use this step type for exception handling. You cannot use it in your workflow. When a designated approver selects Request Rework during the approval of a preliminary billing document, the preliminary billing document is sent back to the initiator automatically. There is no need to define a workflow step for this.   No business exceptions available.       Activate or deactivate a workflow Note Only active workflows are processed. It is not possible to edit a workflow once it has been activated.   Define the order in which to check the preconditions of active workflows If you have defined several workflows, the workflow preconditions are checked in the order that you have defined the workflows in. As soon as the start conditions for a workflow are fulfilled, this workflow is used. This ensures that only one workflow in the list of your defined workflows is started, even if several workflows have matching start conditions.   Display details of a workflow   Copy an existing workflow   Delete an existing workflow   
Business roles: Configuration Expert - Business Process Configuration
Configuration Expert - Business Process Configuration : 
Performs business process configuration and other tasks required for implementing SAP solutions, such as scoping the solution, configuring the business processes, performing manual rework activities, and changing business process configuration.