SAP工作流基础知识课件.ppt

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1、ERP项目组内部培训-WorkFlow基础知识篇（一）,2010年08月13日,ERP项目组内部培训-WorkFlow基础知识篇（一）20,概要,Unit2 Organizational Structure 组织架构,Unit1 Introduction 工作流介绍,Unit3 Workflow Templates 工作流模板,Unit4 Business Workplace 业务工作台,概要Unit2 Organizational Structu,Introduction 工作流介绍,Unit2 Organizational Structure 组织结构,Unit1 Introduction

2、 工作流介绍,Unit3 Workflow Templates 工作流模板,Unit4 Business Workplace 业务工作台,Introduction 工作流介绍Unit2 Organ,Introduction 工作流介绍,Content 内容1.What is SAP Business Workflow? 什么是SAP业务工作流2.Introduction to Workflow Terminology 介绍工作流术语3.Advantages of Using Workflow 运用工作流的优点,Introduction 工作流介绍Content 内容,Objectives 目标

3、1. Describe SAP Business Workflow concepts 描述SAP业务工作流的概念2. Outline the circumstances under which SAP Business Workflow can be used effectively 描述什么样的情况下能有效地使用SAP业务工作流3. Define the basic SAP Business Workflow terminology 解释基本的SAP业务工作流术语,Introduction 工作流介绍,Objectives 目标Introduction 工作流介,Introduction 工

4、作流介绍,Goals of Reorganizing Business Processes,使用工作流达到的目标：增加流程的透明性，增加雇员的职责，关注客户的兴趣，更高效的管理，关注流程的最终结果。,Introduction 工作流介绍Goals of Reo,Introduction 工作流介绍,Covers all aspects of the process流程涵盖的各个方面The Process flow itself (Business)业务流程本身The People invovled (Organization)流程涉及的人员The effects (Process Inform

5、ation)流程结果,SAP Businiss Workflow,Introduction 工作流介绍Covers all a, A Workflow Management System facilitates theelectronic processing of structured processes which:Include a range of activitiesAlways occur in a similar or identical form Involve several people or departmentsRequire a high degree of coor

6、dination Workflow Management Systems control processes according to a predefined model and are especially suited to structured organizations工作流管理中，一些结构流程符合：流程包括一系列的活动，流程是相似的或者相同的，需要多个人员或者部门的高度的协调性 工作流管理通过预先定义的模板和合适的组织架构控制流程,Introduction 工作流介绍,What Processes are Particularly Suitable for SAP Business

7、 Workflow ?, A Workflow Management,Faster ,simpler access to information 快速，简单的访问信息Administrative tasks are less demanding 对管理任务有更少的要求Processes are easier to learn and understand 流程更简单易学,易懂,Introduction 工作流介绍,Workflow : Advantages for End Users,Faster ,simpler access to info,Flexible in changingof p

8、rocesses Organizational structure流程，组织架构的灵活变化,Introduction 工作流介绍,Workflow Benefits for Management,Better controlof informationof deadlinesof service levelsof processing costs对信息，最后期限，服务水平，流程花销等有更好的控制,Introduction 工作流介绍Workflow Ben,Increase productionClearing backlogDistribution of information and wo

9、rk:Every user gets his worklist automatically from the systemSpeed up processesyou will get cash discount more oftenbetter/quicker reaction to errorsCustomers are more satisfiedprocesses are more quickly finishedbetter information flow增加生产：及时清空积压，每个用户从系统中自动获得工作项加快流程：经常获得折扣，对错误信息的快速反应顾客的满意度增加：流程更快速的完

10、成，更优化的流程信息,Introduction 工作流介绍,Workflow: Advantages for Enterprises,Increase productionIntroductio,Simply document managing,Standard e-mail and groupware although Workflow uses both! Data distribution across multiple systems: EDI / ALE is used for this purpose, but Workflow can support this option!Sc

11、reen sequence management within a transaction Management of temporary data Management of “one time” processes A tool to fill functionality gaps!,Introduction 工作流介绍,Workflow Is Not,!,简单文件，标准的e-mail和groupware，工作流只能运用这些信息。不能对这些文件进行管理数据跨系统的分配：EDI/ALE能跨系统传递数据，但是工作流不能。通过事物代码对屏幕的一系列操作进行管理管理临时的数据执行一次流程的管理补充

12、SAP功能的工具（如果一个FC不能直接执行，那么用工作流就不能执行这个FC）,Simply document managing,Stand,To Streamline a Business Process 使业务流程的效率更高效Ensure Correct Business Processes are Followed 确保执行正确的业务流程Formally Define and Implement a Business Process 更加严谨的确定和执行一个业务流程,Introduction 工作流介绍,SAP Business Workflows Purpose,To Streamlin

13、e a Business Proce,Object,Agent,Task,Role,Step,Event,Workflow,Workitem,BusinessWorkplace,SAP Business Workflow Terminology,Introduction 工作流介绍,ObjectAgentTaskRoleStepEventWo,Five Questions for Each Part of a Business Process,Who Should?,Do What?,With What Objects?,When?,In What Order?,?,Introduction

14、工作流介绍,Five Questions for Each Part o,In What Order?,Consists of stepsCan be triggered by events工作流由步骤组成，并由事件触发,Workflow DefinitionControls the Business Process 通过工作流模块来控制业务流程,Introduction 工作流介绍,In What Order?Consists of step,What?,Activity/TaskExecute a TransactionExecute a ReportExecute a Function

15、ModuleRun a Routine in an External SystemUpdate a Spreadsheet Document generationUser decisionautomatic control steps,Introduction 工作流介绍,活动或任务：执行一个事物、一个报表、一个函数模块，运行一个外部系统的程序，更新一个电子数据表等文件生成用户决定自动控制步骤,What?Activity/TaskEventIntrodu,What and with What Object:Object Type Example,SAP Business Object type

16、sInvoiceRequisitionMaterialArchived documentsEDI messages (IDocs)Documents from PC office applicationsObject Methods (Do What?)Post (the invoice)Approve (the requisition)Change (the material)Display (the image),Introduction 工作流介绍,SAP 业务对象：发票，申请，物料，归档文件，电子数据交换信息，PC应用中的文件对象方法（对对象进行的操作）：开（发票），同意（申请），修改

17、（物料），显示（文件）,What and with What Object:SAP,WhoTasks and Possible Agents,Introduction 工作流介绍,WHO:To Decide who Should Receive a Work Item and Perform a TaskA list of possible agents is required for a task .This list contains the employees in your enterprise who are authorized to receive this work item.

18、The actual recipients of the work item are determined at runtime.You do not have to have HR for the relationships with organizational objects .The functions are provided with the Basis system .,谁：决定谁收到代办事项并执行任务一个任务需要一系列可能的代理人。这些人包括企业中有权收到该待办事项的雇员。在工作项执行时决定实际的收件人。,WhoIntroduction 工作流介绍 WHO:T,WHEN?,ou

19、t-come3,out-come1,out-come2,shows the warious results of a step,Tells the workflow that something has happenedWorkflow can be started (triggering event)Step can be ended (terminating event)Wait step for reacting to an eventStep type Event creator,Introduction 工作流介绍,工作流何时启动，何时触发，何时审批，何时结束显示一个步骤的不同结果,

20、WHEN?out-come3out-come1out-,Introduction: Section Summary,Active flow of informationto the right peopleat the right timein the right format in the right quantityA Better Return on Information,Introduction 工作流介绍,一个激活的流程信息：在正确的时间，以正确的方式，以适当的数量，发给正确的人。更好的结果信息,Introduction: Section SummaryA,Organization

21、al Structure组织架构,Unit2 Organizational Structure 组织架构,Unit1 Introduction 工作流介绍,Unit3 Workflow Templates 工作流模板,Unit4 Business Workplace 业务工作台,Organizational Structure组织架构Un,Contents:内容Organizational Management 组织架构的管理HR Set Up HR的建立Simple Maintenance 简单维护Positions 职位,Organizational Structure组织架构,Organ

22、izational Structure,Contents:Organizational Struct,At the conclusion of this unit, you will be able to:在这部分结束，将学到：Set up an Organization Plan 建立一个组织架构Connect the Organization Plan to a workflow 组织架构和工作流的连接,Organizational Structure组织架构,Unit Objectives,At the conclusion of this unit,The workflow syste

23、m finds the agents of the individual tasks by evaluating the organizational plan 工作流系统通过评估组织架构找到每个任务的代理人You must look for options on how to relate each step to your organization 找到怎样连接工作流的每个步骤与组织架构的方法HR has created a current organizational structure of your company HR已经在企业中创建好了一个组织架构You must build t

24、he connection from this organizational structure to your workflow 必须建立组织结构和你的工作流的一个连接,Organizational Structure组织架构,Organizational Structure: Business Scenario,The workflow system finds the,Organizational Structure组织架构,Organizational Plan,SAP HR Terminology using a job advertisement in a newspaper as

25、 an example 利用报纸上的一个职位招聘广告解释SAP HR术语,Organizational Structure组织架构Or,Integration of organizational managementTask distribution according to responsibility :Linking tasks with possible agents on description level oriented to “jobs”Dynamic task distribution at runtime :Determination of recipients based

26、 on information from the context of the workflow and the objects processedActive determination of the “correct” recipients and providing them with the information requiredHigh degree of transparency of business processes and their responsibilities,Organizational Structure组织架构,Integration of Organiza

27、tional Management,组织管理的一体化根据职责对任务进行分配：以职务为导向连接任务和可能的代理人；运行时动态分配任务:依据工作流的背景和对象流程信息决定收件人；活动或者任务决定正确的代理人并提供给他们想要的信息业务流程和职责的高度透明性,Integration of organizational,Organizational Structure组织架构,Example for an Organizational Chart,部门内部的业务流程和跨公司的业务流程,Organizational Structure组织架构Ex,Organizational Structure组织架构,

28、Basic HR Definition for Workflow,In Organizational Management, Simple Maintenance enables you to quickly create your initial organizational plan.You only cater forThe basic objects and their relationships.,在组织管理中，简单维护能快速的创建一个基本的组织结构。这只符合最基本的目标和关系。,Organizational Structure组织架构Ba,Organizational Struct

29、ure组织架构,Creating an Organizational Plan in Simple Maintenance（ earlier release ）,Create Organizational Unit ,Create Positions ,Assign Tasks,Organizational Structure组织架构Cr,Organizational Structure组织架构,Navigation Overview,Objects:organizational units ,persons,jobs,positions,tasks,users,Use the search

30、area to locate objects. Search also via relationships with other objects and sore results as favorite variants.,Results of search appear here for selection. Double-click desired object to bring it into Overview Area.,See overview in either list mode or as a tree structure. Double-click to reach furt

31、her object characteristics in Detail Area.In the Overview area you can switch between the oganizational structure and the staffing plan of one organizational unit.,Characteristics of the object in Overview Area can be maintained here. Tab strips identify and group similar data.,Organizational Struct

32、ure组织架构Na,Organizational Structure组织架构,Undo,Changes cannot be undone once the data has been stored in the database.,Organizational Structure组织架构Un,Organizational Structure组织架构,Positions,Positions are specific to your organization.Multiple positions may perform similar job tasks.Each position typical

33、ly represents one employee, but may be partially filled by more than one.,职位在组织架构中是具体的，但是职务不是。多个职位可以执行相同职务的工作。每个职位下面挂一个人，但是也有一个职位下挂好几个人的情况。,Organizational Structure组织架构Po,事务码：PPOCE创建一个新的根组织单元，然后创建一个子级别的组织单元，或者创建一个职位。,Organizational Structure组织架构,Release 4.6B: Creating a Position,事务码：PPOCE创建一个新的根组织单元

34、，然后创建一个子级别,Jobs are independent of prganizational units. Positions are connected directly to an organizational unit .,Organizational Structure组织架构,Release 4.6B: Creating a New Job,Jobs are independent of prgani,Release 4.6B: Assigning a User,Organizational Structure组织架构,把创建好的职位分配给具体的人,Release 4.6B:

35、Assigning a User,Organizational Structure组织架构,Assignment Workflow Tasks-Organizational Objects,注意：一个用户被定义成可能的代理人，才可能在工作流运行时收到待办事项；通过任务维护分配工作流任务给组织对象是最好的方法。,Organizational Structure组织架构As,Organizational Structure: Unit Summary,Integration of organizational Management into SAP Business Workflow SAP业务工

36、作流中的组织架构的一体化管理Transparency of business processes and their responsibilities 业务流程和职责的透明性Dynamic task distribution at runtime执行时动态分配任务High flexibility with regard to organizational changes组织架构改变的高度灵活性,Organizational Structure组织架构,Organizational Structure: Unit,Unit2 Organizational Structure 组织架构,Unit1

37、 Introduction 工作流介绍,Unit3 Workflow Templates 工作流模板,Unit4 Business Workplace 业务工作台,Workflow Templates 工作流模板,Unit2 Organizational Structure,Workflow Templates 工作流模板,Workflow Templates,Contents: 内容Workflow templates in applications 工作流模板的应用Workflow and template documentation 工作流和模板文件,Workflow Templates

38、 工作流模板Workfl,At the conclusion of this Section, you will be able to:在这部分内容中，将学到：Find workflow templates using the structure search 通过结构搜索查找工作流模板Call workflow template help documentation 查找工作流模板帮助文件Specify the steps for adapting an SAP workflow template 描述SAP工作流模板的各个步骤,Workflow Templates 工作流模板,Workfl

39、ow Templates:Unit Objectives,At the conclusion of this Sect,Workflow Templates 工作流模板,SAP Delivered Workflow Templates Structure Search,与模板有关事务码：模板创建：PFTC_INS模板修改：PFTC_CHG模板显示：PFTC_DIS模板复制：PFTC_COP模板删除：PFTC_DEL,Workflow Templates 工作流模板SAP De,Workflow Templates 工作流模板,SAP Delivered Workflow Templates D

40、ocumentation,Workflow Templates 工作流模板SAP De,Workflow Templates 工作流模板,FI:Approval of Parked Documents,Workflow Templates 工作流模板FI:App,Workflow Templates 工作流模板,MM: Purchase Requisition Approval,Workflow Templates 工作流模板MM: Pu,Workflow Templates 工作流模板,HR: Notification of Absence,Workflow Templates 工作流模板H

41、R: No,Workflow Templates 工作流模板,Adapting Templates,Identify business process to be supported by SAP Business Workflow 以SAP业务工作流为支撑确认业务流程Configure the workflow runtime and development system 配置工作流的运行和开发环境Select template that corresponds to your requirements 根据需求选择合适的模板Create organizational plan 创建组织单元

42、Define possible task agents 确定可能的任务代理人Link tasks to the organizational plan 任务和组织架构的连接Activate event linkage for your workflow 激活工作流的事务连接（事务连接事务码：SWETYPV）,Workflow Templates 工作流模板Adapti,Workflow Templates 工作流模板,Business Process Leave Approval,When someone creates a notification of absence,Process:,D

43、epartment head decides whether to approve requestIf approved, request is released by HRCreator can cancel at any timeIf not approved, request creator decides to withdraw or changeIf request is to be changed, it is returned to creator for updateScenario is repeated if changes are made,Gain management

44、 and end user approval before continuing!,Workflow Templates 工作流模板Busine,Workflow Templates 工作流模板,Use Template,1. Assign agents2. Activate relevant events3. Adapt information text,I. Using template without enhancement,. Configure a template,1. Change agents2. Maintain information texts3. Schedule de

45、adline monitoring,一.运用一个没有增强的模板：分配代理人，激活关联的事件，编写文本信息二.配置一个模板：修改代理人，维护文本信息，设定最后期限监控,Workflow Templates 工作流模板Use Te,Workflow Templates 工作流模板,Configuring a Template from the IMG,Each template from the Implementation Guide requires some application-specific Customizing 每个模板都需要满足用户的某些特殊需求Workflow scenari

46、o documentation tells you what configuration is required 工作流的实际业务流程告诉我们模板需要根据需要修改Steps are different for each template 每个模板的步骤都是不一样的Steps are in the section of the IMG where you carry out the application configuration 执行模板的步骤时需要根据需求修改,Workflow Templates 工作流模板Config,Unit2 Organizational Structure 组织结

47、构,Unit1 Introduction 工作流介绍,Unit3 Workflow Templates 工作流模板,Unit4 Business Workplace 业务工作台,Business Workplace 业务工作台,Unit2 Organizational Structure,Business Workplace 业务工作台,Business Workplace,Contents:内容：Use of Business Workplace 使用业务工作台,Business Workplace 业务工作台Busine,Business Workplace 业务工作台,Business

48、Workplace : Objectives,At the conclusion of this section, you will be able to: 在这部分内容中，将学到：Use the features and functionality of the Business Workplace for workflow activity and monitoring of work items 利用业务工作台的特性和功能执行工作流活动和监控工作项,Business Workplace 业务工作台Busine,Business Workplace 业务工作台,Business Workp

49、lace: Business Scenario,The end-user interface of a workflow is the worklist of the Business Workplace 最终用户界面中的工作流就是业务工作台中的工作项You must accommodate the different requirements from all users 要考虑到所有用户的不同需求Therefore, you want to learn about Business Workplace handling 因此，首先需要熟悉业务工作台的操作,Business Workplac

50、e 业务工作台Busine,Business Workplace 业务工作台,Worklist as Interface for End User,业务工作台是SAP业务工作流运行环境的一部分。雇员在业务工作台里面接收到文件和待办事项。,Business Workplace 业务工作台Workli,Overviewtree,Automaticgrouping,Special work items,Task description,Work item text,Tips/Tricks,Relatedobjects,Work itempreview,Worklist,Business Workpl