Display Earmarked Funds Documents (F7334)

You can access the Manage Workflows for Earmarked Funds app using the business role SAP_BR_BPC_EXPERT.

You can use this app to create and configure workflows to optimize the approval and rejection process when an earmarked fund document is created or if the account assignment fields or amount for an existing earmarked funds document is changed. This app provides you with several options for defining preconditions for the overall release of an earmarked funds document approval or rejection. The approval or rejection process starts when a workflow with one or more steps is activated and the preconditions you have assigned to it are met.

To enable a workflow for a particular document type, you need to make the necessary configuration using the configuration activity Define Document Types for Earmarked Funds.

Once the earmarked funds document is found in the workflow, you cannot change or edit the account assignment fields or the changed amount field in the app Manage Earmarked Funds. These fields have the non-editable status until the earmarked funds document is approved or rejected.

This app also delivers a predelivered workflow content for automatic approval when an earmarked funds document is created or if the account assignment fields or amount for an existing earmarked funds document is changed. By default, the predelivered workflow has the active status.

You can access the existing app Manage Earmarked Funds using the business role SAP_BR_BUDGET_SPECIALIST or SAP_BR_GRANT_SPECIALIST. Using this app, you can create or change an earmarked funds document and based on the workflow configured, it is either approved automatically or is sent to the user responsible related to the role set in the workflow configuration.

You can find the following roles in the section Role on the Recipients tab in the app Manage Workflows for Earmarked Funds:

• Approve Earmarked Funds (Team Function): If you use this role, the recipient is determined based on the users assigned to the function Approve Earmarked Funds (Team Function) in the team created in the app Manage Teams and Responsibilities for the team category EARMFUND.

• Cost Center Responsible with Highest Debit: This role triggers the approval for the respective user responsible maintained for the specified cost center.

• Funds Responsible with Highest Debit: This role triggers the approval for the respective user responsible maintained for the specified fund in the App Manage Funds.

• Grant Responsible with Highest Debit: This role triggers the approval for the respective user responsible maintained for the specified grant in the App Manage Grants.

• Users with Business Catalog: Earmarked Funds - Document Approval: This role triggers the approval for the respective users with a business role that includes the business catalog Earmarked Funds - Document Approval (SAP_PSM_BC_EF_DOC_APPROVE_PC).

• WBS Element Responsible with Highest Debit: This role triggers the approval for the respective user responsible maintained for the specified WBS element.

Designated approvers with the business roles mentioned above can access the SAP Fiori app My Inbox and receive the approval request for the earmarked funds in the My Inbox app and as notifications.

Whenever you access work items that are related to earmarked fund documents from the My Inbox App, you can see details related to that particular earmarked fund document on the object page.