Using Activate Enhanced Approval Procedure Functions for ChaRM 7.1 Sp10

[Former Member]

This blog is a How to Step by Step Config, If you are interested in activating the Enhanced Approval Procedure contained within Solution Manager 7.1 Sp10

If the customer has more than one Approval Process and wants to utilize a Rule based Approval Procedure, for their Change Docs,  they can do so using this new feature:

 
 
 

Activities

Choose New Entries,
and enter the following data:

User Name	*
Field Name	ENH_APP
Sequence Number	001
Field Value	X

Create Approval Procedure Rules

Use

You must create two rule
policies in the WebClient UI before you can use them for your approval
procedures:

• Approval procedure rule: AI_CM_CR_RFC_PRO

• Approval step determination rule: AI_CM_CR_RFC_STE

Activities

• In the WebClient UI, choose Service Operations -> Rule Policies.

(The system displays the search screen for rule policies        )

.

• Choose New, and
  choose Approval Management as the context. You have to create two rule
  policies. Save the first one, before you create the other:

For the approval procedure rule, enter AI_CM_CR_RFC_PRO
in the Rule Policy field.

For the approval step determination rule, enter AI_CM_CR_RFC_STEin the Rule Policy field.

(The system creates a default policy variant.)

• 

• Select the rule policy
  top node to set authorizations.
• Select Draft Rules line item, then *Subnode to
  create a Rule folder
  by adding a subnode.

• Select the newly-created
  rule folder, and choose *Subnode to create a new Rule:
• 
• Under Rule Details,
  enter a name and a description for your new rule.
• 
• Add actions and
  conditions to your rule folder, as follows:

Conditions for the approval procedure rule:

Match	Attribute	Operator	Value	Description
If	Transaction Type	Equals	Request for Change	Request for Change

Actions for the approval procedure rule:

Actions	Name	Value	Description
Approval Procedure	Change Request   Approval Procedure

Conditions for the approval step determination
rule:

Match	Attribute	Operator	Value	Description
If	Approval Procedure	Equals	SMCR0001 / ZMCR0001
And	Approval Step	Equals	SMCR000001 /   ZMCR000001
And	Approval Step Approver	Equals

Actions for the approval step determination
rule:

Actions	Name	Value	Description
Set partner for step   approval by PFC
Partner function	SDCR0002

1. 
2. 8. When you have created
   your rules and checked them to ensure correct logic and syntax, you can release
   and save them.

Result: You have created two rule policies which you can use for approval management.

Example

For more information on
rule policies, see the SAP Help Portal under http://help.sap.com/crm ->
<Release and language> -> Application Help -> Basic Functions ->
Rule Modeler.