4.1 Configure Manager Apps
Manager apps are used to approve requests for leave and travel, purchase orders, requisitions, shopping carts, timesheets, and purchase contracts. The apps can also be used to view budget and spend information.
Table 5: Manager Apps
App Description Configuration
Information My Spend My Spend provides accurate budget and spend
information anywhere and anytime.
My Spend [page 35]
Approve Requests Approve, reject, or forward various approval requests from a desktop or mobile device. Define the approval tasks that are supported by the app. You can add your own approval tasks using the workflow infrastructure, or use the approval workflows provided with the app.
Approve Requests [page 29]
Approve Leave Requests Approve or reject leave requests from direct reports using a desktop or mobile device. Key information for the approval decision is available, including a team calendar that shows overlapping leave requests.
Approve Leave Requests [page 36]
Approve Travel Expenses Review and approve employees' travel expenses on the go or in the office. View details on each receipt, and receive alerts if expenses exceed the budget limits defined in the company travel policy.
Approve Travel Expenses [page 33]
Approve Shopping Carts View pending shopping cart requests and approve entire carts or individual cart items. If necessary, forward approvals to a different employee for further processing.
Approve Shopping Carts [page 29]
Approve Purchase Orders View pending purchase orders and approve them. If necessary, forward approvals to a different employee for further processing.
Approve Purchase Orders [page 30]
Approve Requisitions View pending purchase requisitions and approve them. If necessary, forward approvals to a different employee for further processing.
Approve Requisitions [page 32]
Approve Travel Requests Approve or refuse travel requests on desktop as well as on mobile devices.
No further configuration required.
Approve Timesheets View all pending approvals for employees’ timesheets and approve timesheets.
Approve Timesheets [page 34]
Approve Purchase Contracts
View pending purchase contracts and approve them.
If necessary, forward approvals to a different employee for further processing.
See Approve Purchase Contracts [page 31]
4.2 Approve Requests
To enable SAP Fiori Approve Requests, you must perform a number of configuration tasks.
Task More Information
1 ❑ Ensure that all application-specific prerequisites are in place.
You must configure the approval workflow that defined the task type(s) to be used for Approve Requests.
❑ Ensure the prerequisite SAP Notes have been applied after the installation of the integration add-ons.
See the Prerequisites Checklist [page 4] for the SAP Notes that apply to all of the following:
Approve Requests 2 ❑ Ensure that you have configured the
connection between SAP NetWeaver Gateway and your back-end system.
Specify Connection Settings to SAP NetWeaver Gateway [page 14]
3 ❑ Ensure that you have activated the Gateway services for the task.
Activate Gateway and UI5 Services in SICF [page 15]
4 ❑ Check that you have connected the Gateway service for the task to your backend system.
See Activate and Maintain Services.
5 ❑ Define a scenario for your custom approval
workflow. 1. Define a scenario ID.
2. Assign user roles for which you want to enable the workflow.
3. Assign the task ID of the approval workflow you have already defined in SAP Business Workflow.
For more information, see Define an Approval Scenario [page 48].
6 ❑ Assign task decisions to your approval workflow.
See Configure Task Decisions [page 53].
7 ❑ Configure the launch settings for your custom approval workflow.
For more information, see Configure Launch Settings for Custom Workflows [page 51].
4.3 Approve Shopping Carts
To enable SAP Fiori Approve Shopping Carts, you must perform a number of configuration tasks.
Task More Information 1 ❑ Ensure that all application-specific
prerequisites are in place.
You must configure the approval workflow that defined the task type(s) to be used for Approve Shopping Carts.
❑ Ensure the prerequisite SAP Notes have been applied after the installation of the integration add-ons.
See the Prerequisites Checklist [page 4] for the SAP Notes that apply to all of the following:
Approve Requests Approve Leave Requests Approve Shopping Carts Approve Purchase Orders Approve Purchase Requisitions
The following SAP Notes apply to Approve Shopping Carts:
● GBSRM001 component: SAP Note 1625382:
Release Information: SAP Cart Approval 2.0.0
● GBSRM001 SP08:
SAP Note 1792098: Collective Note: HTML5 WF Inbox - GW Services for SRM
SAP Note 1842502: CAA: Information for limit item is not retrieved
2 ❑ Ensure that you have configured the connection between SAP NetWeaver Gateway and your back-end system.
Specify Connection Settings to SAP NetWeaver Gateway [page 14]
3 ❑ Ensure that you have activated the Gateway services for the task.
Activate Gateway and UI5 Services in SICF [page 15]
4 ❑ Check that you have connected the Gateway service for the task to your backend system.
See Activate and Maintain Services.
5 ❑ Define a scenario for your approval
workflow. 1. Define a scenario ID.
2. Assign user roles for which you want to enable the workflow.
3. Assign the task ID of the shopping cart approval workflow you have already defined in SAP Business Workflow.
For more information, see Define an Approval Scenario [page 48].
4.4 Approve Purchase Orders
To enable SAP Fiori Approve Purchase Orders, you must perform a number of configuration tasks.
Task More Information 1 ❑ Ensure that all application-specific
prerequisites are in place.
You must configure the approval workflow that defined the task type(s) to be used for Approve Purchase Orders.
Note
If you are using the release strategy in SAP
Materials Management Purchasing (MM-PUR), you need to set up a connection between the release strategy and SAP Business Workflow.
2 ❑ Ensure the prerequisite SAP Notes have been applied after the installation of the integration add-ons.
See the Prerequisites Checklist [page 4] for the SAP Notes that apply to all of the following:
Approve Requests Approve Leave Requests Approve Shopping Carts Approve Purchase Orders Approve Purchase Requisitions
Apply the following SAP Note for Approve Purchase Orders (Component GBAPP002): SAP Note 1309042 3 ❑ Ensure that you have configured the
connection between SAP NetWeaver Gateway and your back-end system.
Specify Connection Settings to SAP NetWeaver Gateway [page 14]
4 ❑ Ensure that you have activated the Gateway services for the task.
Activate Gateway and UI5 Services in SICF [page 15]
5 ❑ Check that you have connected the Gateway service for the task to your backend system.
See Activate and Maintain Services.
6 ❑ Define a scenario for your approval
workflow. 1. Define a scenario ID.
2. Assign user roles for which you want to enable the workflow.
3. Assign the task ID of the purchase approval workflow you have already defined in SAP Business Workflow.
For more information, see Define an Approval Scenario [page 48].
4.5 Approve Purchase Contracts
To enable SAP Fiori Approve Purchase Contracts, you must perform a number of configuration tasks.
Task More Information 1 ❑ Ensure that all application-specific
prerequisites are in place.
You must configure the approval workflow that defined the task type(s) to be used for Approve Purchase Contracts.
Note
If you are using the release strategy in SAP
Materials Management Purchasing (MM-PUR), you need to set up a connection between the release strategy and SAP Business Workflow.
2 ❑ Ensure the prerequisite SAP Notes have been applied after the installation of the integration add-ons.
See the Prerequisites Checklist [page 4] for the SAP Notes that apply to all of the following:
Approve Requests 3 ❑ Ensure that you have configured the
connection between SAP NetWeaver Gateway and your back-end system.
Specify Connection Settings to SAP NetWeaver Gateway [page 14]
4 ❑ Ensure that you have activated the Gateway services for the task.
Activate Gateway and UI5 Services in SICF [page 15]
5 ❑ Check that you have connected the Gateway service for the task to your backend system.
See Activate and Maintain Services.
6 ❑ Define a scenario for your approval
workflow. 1. Define a scenario ID.
2. Assign user roles for which you want to enable the workflow.
3. Assign the task ID of the purchase approval workflow you have already defined in SAP Business Workflow.
For more information, see Define an Approval Scenario [page 48].
4.6 Approve Requisitions
To enable SAP Fiori Approve Requisitions, you must perform a number of configuration tasks.
Task More Information 1 ❑ Ensure that all application-specific
prerequisites are in place.
You must configure the approval workflow that defined the task type(s) to be used for Approve Requisitions.
Note
If you are using the release strategy in SAP
Materials Management Purchasing (MM-PUR), you need to set up a connection between the release strategy and SAP Business Workflow.
2 ❑ Ensure the prerequisite SAP Notes have been applied after the installation of the integration add-ons.
See the Prerequisites Checklist [page 4] for the SAP Notes that apply to all of the following:
Approve Requests Approve Leave Requests Approve Shopping Carts Approve Purchase Orders Approve Requisitions 3 ❑ Ensure that you have configured the
connection between SAP NetWeaver Gateway and your back-end system.
Specify Connection Settings to SAP NetWeaver Gateway [page 14]
4 ❑ Ensure that you have activated the Gateway services for the task.
Activate Gateway and UI5 Services in SICF [page 15]
5 ❑ Check that you have connected the Gateway service for the task to your backend system.
See Activate and Maintain Services.
6 ❑ Define a scenario for your approval
workflow. 1. Define a scenario ID.
2. Assign user roles for which you want to enable the workflow.
3. Assign the task ID of the purchase requisition approval workflow you have already defined in SAP Business Workflow.
For more information, see Define an Approval Scenario [page 48].
4.7 Approve Travel Expenses
To enable the SAP Fiori Approve Travel Expenses application, you must must ensure all prerequisites are in place and perform a number of configuration tasks.
Task More Information 1 ❑ Ensure configuration table
SRA008_T_CONFIG is maintained.
Configuration table SRA008_T_CONFIG must be maintained for a workflow decision key in case of a custom workflow for travel expense approval.
A node for this task is provided in the Implementation Guide (IMG).
2 ❑ Ensure configuration table
SRA008_T_TASKTYP is maintained.
Configuration table SRA008_T_TASKTYP must be maintained for the task type used for approving the travel expense.
A node for this task is provided in the IMG.
3 ❑ Ensure that the Travel Management module is installed and configured.
The app relies on configuration data available for the Travel Management module, so it is mandatory to have the module installed and configured.
Note
The Approve Travel Expenses app works only on a system whose workflows do not use the Check Trip Facts task.
4.8 Approve Timesheets
To enable the SAP Fiori Approve Timesheets application, you must must perform a number of configuration tasks.
Task More Information
1 ❑ Activate EA-HR business function Software component dependencies are already maintained in PPMS, so the SAINT tool handles the dependency validation.
2 ❑ Install Gateway Server Components
Install Gateway Server Components - Gateway: SRA010 and UI: UISRA010 using the add-on installation tool (transaction SAINT). For more information, see Install Add-On
Components [page 10].
3 ❑ Enable the
SRA010_TIMESHEET_APPROVAL SICF Services for the Gateway
See Activate Gateway and UI5 Services in SICF [page 15]
4 ❑ Enable the UI5_HCM_TSA SICF Services for UI5
See Activate Gateway and UI5 Services in SICF [page 15]
5 ❑ Ensure that the SAP Standard MSS Role is included with the
application.
Task More Information
6 ❑ Implement BAdI
SRA010_BADI_TIMESHEET_APV (Optional)
The BAdI has 4 methods: GET_SUMMARY, TIME_PENDING_GET_ENTITYSET, REJ_REASON_GET_ENTITYSET, APPROVE_REJECT_ACTION.
You implement this BAdI if you want any custom implementation logic for any of the standard process of obtaining the following: summary of timesheet entries, pending timesheet entries, approved/rejected timesheet entries, retrieving possible reasons for rejection.
4.9 My Spend
To enable the SAP Fiori My Spend application, you must perform a number of configuration tasks.
Task More Information
1 ❑ Configure users. See Set Up Personalization [page 35].
4.9.1 Set Up Personalization
SAP Fiori My Spend uses the personalization framework included with the EA-FIN business function.
The Administrator defines Personalization for users. To configure for individual users, perform the following steps:
1. From Integration with other mySAP.com components, go to transaction SPRO Business Packages/
Functional Packages Manager Self-Service (mySAP ERP) Personalization Personalization DataCollective Processing .
2. The following personalization dialog boxes are relevant, and values must be maintained for the following monitors:
○ Cost Center: DIA_CCMONITOR
○ Internal Order: DIA_IOMONITOR
Note
You do not need to create groups if a user has only one cost center or one project. For multiple single and/or interval departments and projects, you still need to create corresponding groups and assign in MSS. There are additional authorization checks during the data read. SRS only retrieves the data for the authorized objects. For example, the department manager for the Cars business unit should only see his own cost centers. You can link his user ID to the relevant cost center groups.
For more information, see the personalization framework standard documentation on the SAP Help Portal.
Note
Note that only one group from Personalization configuration is supported. If multiple groups are
maintained for a particular user, the first group maintained for the user is used for data display on the iPad.
This is valid for all three master data elements (Cost Center, Cost Element, and Internal Order).
4.10 Approve Leave Requests
To enable SAP Fiori Approve Leave Requests, you must perform a number of configuration tasks.
Task More Information
1 ❑ Ensure that the application-specific
prerequisites are in place. ● You must configure the approval workflow that defined the task type(s) to be used for Approve Leave Requests.
● Each application user must be mapped to a valid personnel number with the necessary
authorizations.
❑ Ensure the prerequisite SAP Notes have been applied after the installation of the integration add-ons.
See the Prerequisites Checklist [page 4] for the SAP Notes that apply to all of the following:
Approve Requests Approve Leave Requests Approve Shopping Carts Approve Purchase Orders Approve Purchase Requisitions
The following SAP Notes must be applied for Approve Leave Requests:
● For the component GBHCM003:
SAP Note 1621475:
SAP Note 1525104 SAP Note 1555377 SAP Note 1487720 SAP Note 1538601
● For the component GBHCM003 SP07:
SAP Note 1854502 SAP Note 1793784 SAP Note 1846661 SAP Note 1849088 SAP Note 1883884
Task More Information 2 ❑ Ensure that you have configured the
connection between SAP NetWeaver Gateway and your back-end system.
Specify Connection Settings to SAP NetWeaver Gateway [page 14]
3 ❑ Ensure that you have activated the Gateway services for the task.
Activate Gateway and UI5 Services in SICF [page 15]
4 ❑ Check that you have connected the Gateway service for the task to your backend system.
See Activate and Maintain Services.
5 ❑ Define a scenario for your approval
workflow. 1. Define a scenario ID.
2. Assign user roles for which you want to enable the workflow.
3. Assign the task ID of the leave request approval workflow you have already defined in SAP Business Workflow.
For more information, see Define an Approval Scenario [page 48].