SAP release procedure
- Simple and flexible definition of sharing strategies
- Direct processing from e-mail or mobile APP
- Automatic notification of the persons involved
Before you can start setting up distribution procedures, you must define the rules that apply in your company. For implementation, it can be useful to present the rulebook in table form.
Suppose that in a company, order confirmations for customer orders must be released before shipping to the customer. For sales orders of order type TA and ZTA up to a value of 10,000 €, it is sufficient for a colleague from the Processing team to review and release the task. This must not be the same colleague who recorded the order. In the case of order confirmations up to €50,000, the team leader must also release the clerk. If the sales order has a value of more than 50,000 € is additionally necessary for approval by the management.
This results in the following release matrix:
Necessary Settings – This matrix is then used to set up the Sales or Purchase release procedures. Both the hierarchy of users who release documents within the approval process, as well as the amount limits and other characteristics are maintained in the system before the application is used. The complexity of the release, whether single-level or multi-level, depends on your needs.
You make the corresponding settings in Customizing as well as in the application. You get a complete solution without having to program anything individual. Simply download, set up and start.
Notification system – After an SAP document has been entered or modified, a process is forwarded to the responsible contact persons. Notification by e-mail or APP is used to ensure the approval process. Users who are to approve a document are notified when a document is pending release. In the e-mail notification you will find a direct link to the documents to be released. You can jump directly into the application and initiate the share. These notification components are sold separately.
Release – The release takes place for SAP GUI, SAP Fiori transactions or via the mobile APP. The selection of the relevant operations is done with the appropriate key / code and group, which is maintained in the authorizations for the respective user.
Basically for all companies that want to make the approval process more efficient. They reduce time and costs. You also reduce the manual effort involved in editing shares. By switching to an electronic approval process, many disadvantages of paper-based approval processes can be avoided.
Why choose our add-on? The MailCenter share add-ons are easy-to-implement standard solutions. Easy to set up and use. You immediately benefit from the simplified and accelerated approval processes. Guaranteed!
Make the most of the potential of digitalization for your company! This will lay the foundation for staying competitive in the long term. We help you with digital topics with practical problem solutions and innovative approaches.
If you want to improve your processes, please contact us. We look forward to seeing you.
Also for SAP S/4HANA – from SAP S/4HANA ON-PREMISE 1511