Solution Manager ChaRMS Workflow - SAP

1 Solution Manager ChaRMS Workflow Applies to: SAP NetWeaver Solution Manager Change Request Management. Summary This Document clearly explains the step by step procedure for configuring ChaRMS Workflow . Once the Solman Project is created and Maintenance cycle is activated, we need to configure Workflow which is explained in this document clearly. Author: Ajay Kande Company: Accenture Services Private Ltd Created on: 18 May 2009 Author Bio Ajay Kande has around 4+ years of experience in software as SAP NetWeaver Technical Consultant in the areas of EP,XI and Solution Manager . Working for Accenture Services Pvt Ltd from past 3 years. SAP COMMUNITY NETWORK SDN - | BPX - | BOC - 2009 SAP AG 1 Solution Manager ChaRMS Workflow Table of Contents Table of Contents ..2 1 Scenario for Configuration.

2 3 2 Define Actions for Action Profile (SDCR) ..3 3 Condition Configuration ..6 4 Testing Workflow ..12 Related Content ..16 Disclaimer and Liability SAP COMMUNITY NETWORK SDN - | BPX - | BOC - 2009 SAP AG 2 Solution Manager ChaRMS Workflow 1 Scenario for Workflow CR creation triggers email notification to Change Manager Change Manager approves the CR (1st approval) / or rejects the CR Upon Change Manager approval of the CR a email notification is created to the Advisory Board Advisory Board can finally approve the CR / Reject the CR The Change Document is NOT created automatically but it can be created via the action button Configuration: In simple, we can just have to play with Actions and Action Profiles for configuring above scenario. Transaction Type for Change Request is SDCR and Action Profile for Change Request is also SDCR.

3 We need to add Actions to Action Profile and assign the Action Profile to Transaction Type. We can use Actions delivered by SAP or use them to create new Actions according to our requirement. 2 Define Actions for Action Profile (SDCR) Login to transaction SPPFCADM and Select Application CRM_ORDER and Click on Define Define Action Profile and Actions Here we need to select Action Profile related to Change Request (SDCR for our scenario) and create Actions. SAP COMMUNITY NETWORK SDN - | BPX - | BOC - 2009 SAP AG 3 Solution Manager ChaRMS Workflow Select Action Definition and click on New Entries to create new action. SAP COMMUNITY NETWORK SDN - | BPX - | BOC - 2009 SAP AG 4 Solution Manager ChaRMS Workflow Give the required values Now click on Processing Types, assign Smart Forms Mail in the above table SAP COMMUNITY NETWORK SDN - | BPX - | BOC - 2009 SAP AG 5 Solution Manager ChaRMS Workflow Once it is given, go back and give the required values for Mail settings using value help in list and save.

4 Similarly create required Actions which are required according to designed Workflow . 3 Condition Configuration Now go back to transaction sppfcadm . Select Application CRM_ORDER and Click on Define Condition Configuration SAP COMMUNITY NETWORK SDN - | BPX - | BOC - 2009 SAP AG 6 Solution Manager ChaRMS Workflow Select the Action Profile and right side you can see the actions for this Action profile. Click the drop down and add the action you created in previous step: Now we need to give start conditions for this action. Select the required action and press Edit Condition SAP COMMUNITY NETWORK SDN - | BPX - | BOC - 2009 SAP AG 7 Solution Manager ChaRMS Workflow Here you can select any predefined start condition or we can create new condition. Let s create new one. Give the name of the condition and click on Click here to create a new condition SAP COMMUNITY NETWORK SDN - | BPX - | BOC - 2009 SAP AG 8 Solution Manager ChaRMS Workflow Click on User Status.

5 SAP COMMUNITY NETWORK SDN - | BPX - | BOC - 2009 SAP AG 9 Solution Manager ChaRMS Workflow Left side choose appropriate operators Now browse help for the Constant , this will give us the values of status profile which will be used as start conditions for our actions. SAP COMMUNITY NETWORK SDN - | BPX - | BOC - 2009 SAP AG 10 Solution Manager ChaRMS Workflow Once the appropriate status profile is selected click on the button SAP COMMUNITY NETWORK SDN - | BPX - | BOC - 2009 SAP AG 11 Solution Manager ChaRMS Workflow Now the start condition for our Action is provided Similarly create different actions according to our scenario and provide start conditions for the same. 4 Testing Workflow Login as Requestor and create Change Request: Tcode: DSWP Give the required values and press SAP COMMUNITY NETWORK SDN - | BPX - | BOC - 2009 SAP AG 12 Solution Manager ChaRMS Workflow You can see a mail triggered to Change Manager Now login with Change Manager : Tcode: crm_dno_monitor SAP COMMUNITY NETWORK SDN - | BPX - | BOC - 2009 SAP AG 13 Solution Manager ChaRMS Workflow Open the newly created Change Request and authorize it: Save You can see now the mail is triggered and sent to Change advisory Board Now login with Change Advisory Board Tcode: crm_dno_monitor SAP COMMUNITY NETWORK SDN - | BPX - | BOC - 2009 SAP AG 14 Solution Manager ChaRMS Workflow Open the Change Request and authorize it: Save.

6 Now Login with Requestor and Create a Change Document. Once the Change document is created: Create Transport Request, attach required objects and release them. SAP COMMUNITY NETWORK SDN - | BPX - | BOC - 2009 SAP AG 15 Solution Manager ChaRMS Workflow Related Content For more information, visit the Application Management homepage. SAP COMMUNITY NETWORK SDN - | BPX - | BOC - 2009 SAP AG 16 Solution Manager ChaRMS Workflow SAP COMMUNITY NETWORK SDN - | BPX - | BOC - 2009 SAP AG 17 Disclaimer and Liability Notice This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade. SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document, and anyone using these methods does so at his/her own risk.

7 SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample, including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this document.