Account Creation/Change Process

[stefan_porges1]

Hi,

I would like to implement a account creation and change process. Therefore an account should be created and approved. The created temporary account should be different from the approved one ( specially for change of account) in order to fulfill the audit requirements.

1) Creation Process

-Person1 create "temp" Business Partner
-Person2 approves "temp" Business Partner -> a new BP will be created with all fields from "temp" Business Partner and "temp" Business Partner should be remain in system
-"temp" Business Partner are not allowed to use in any other object (e.g. tickets, products)

1) Change Process

-Person1 create copy of original BP into  "temp" Business Partner
-Person1 make changes on "temp" Business Partner
-Person2 approves "temp" Business Partner -> the original BP will be changed with all fields from "temp" Business Partner and "temp" Business Partner should be remain in system
-"temp" Business Partner are not allowed to use in any other object (e.g. tickets, products)

Are there any standard ways to implement such function?

Kind regards Stefan

[former_member182421 · Accepted solution]

I believe you can acomplish with account lifecycle, authorizations and/or workflow.

1- You create a BP with the lifecycle temp

2- Only certain users can do the transition to change the lifecycle to temp to real (or whatever) or anyone can so the change triggers a workflow in order to approve the change.

I'm not going to enter to the technicall stuff as you already have full information about this in the help SAP documents/KBA/Notes or other/discussion/blogs.

Cheers!

Luis