DMM261 – Rule-Based Workflow – A Flexible Tool

Used in SAP Master Data Governance

Elke Menninger, Lars Rüter

Public
Disclaimer

This presentation outlines our general product direction and should not be relied on in making a
purchase decision. This presentation is not subject to your license agreement or any other agreement
with SAP. SAP has no obligation to pursue any course of business outlined in this presentation or to
develop or release any functionality mentioned in this presentation. This presentation and SAP's
strategy and possible future developments are subject to change and may be changed by SAP at any
time for any reason without notice. This document is provided without a warranty of any kind, either
express or implied, including but not limited to, the implied warranties of merchantability, fitness for a
particular purpose, or non-infringement. SAP assumes no responsibility for errors or omissions in this
document, except if such damages were caused by SAP intentionally or grossly negligent.

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Speakers

Elke Menninger Lars Rüter

Product Manager Product Expert
SAP Master Data Management SAP Master Data Management
SAP SE SAP SE
Dietmar-Hopp-Allee 16 Dietmar-Hopp-Allee 16
69190 Walldorf, Germany 69190 Walldorf, Germany
E [email protected] E [email protected]

Please visit Please visit

www.sap.com/mdm www.sap.com/mdm

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DMM261 – Rule-Based Workflow: A Flexible Tool used in SAP MDG

About this session

This session provides a very practical experience of SAP Master Data Governance (MDG) and is based on the
new MDG chapter in the 3rd edition of the SAP Press book "Practical Workflow for SAP“. The general concept of
workflow in SAP MDG and the components of the Rule-Based Workflow (RBWF) will be explained. Each
attendee will build a workflow for their own change request type. With this they will be able to run the process
and post a first change request to create a new material.

Agenda
Short Introduction to SAP Master Data Governance
MDG’s Workflow Concept and Overview of Rule-Based Workflow
Blueprinting and Implementing a Change Request Process
Today’s exercise

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Short Introduction to
SAP Master Data Governance
Introduction to SAP Master Data Governance
Centrally Govern Master Data for your Enterprise
SAP MDG is a state-of-the-art master data management solution, providing
out-of-the-box, domain-specific master data governance to centrally create,
change and distribute master data for your complete enterprise system landscape

Enables governance, compliance and transparency through

Governance integrated staging, approval and central audit trail
Delivers consistent definition, authorization and replication of key
Consistent data master data entities. Eliminates error prone manual maintenance
processes for master data in multiple systems
Provide native integration and openness to integrate 3rd party
Integration services

Re-use of SAP data model, existing business logic and configuration

Re-use for validation of master data during creation and change

Open to extend the standard models and to create governance for

Flexibility your own master data and flexibly for non-SAP environments
Integrates with SAP Data Services & SAP Information Steward for
Data Quality quality, enrichment, and data remediation

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Introduction to SAP Master Data Governance
Summary of the Key Capabilities
Master Data Governance for Financial Data
y Create or change Chart of Accounts, GL Accounts, Companies,
Profit and Cost Centers, Cost Elements and respective hierarchies
y Data distribution to operational systems via Services (SOA) or ALE

Master Data Governance for Material Data

y Create or change a broad range of material master data attributes and classification
y Mass data upload and mass change capabilities
y Data quality services such as duplicate check
y Data distribution to operational systems via ALE

Master Data Governance for Supplier and Customer Data

y Create or change a broad range of supplier or customer master data attributes as well as
the underlying business partner attributes
y Mass data upload and mass change capabilities
y Data quality services such as duplicate check and address validation
y Data distribution to operational systems via SOA or ALE

Master Data Governance for Custom Objects

y Framework for data modeling, UI configuration, validation, and distribution of custom-
defined master data objects
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Introduction to SAP Master Data Governance
Out-of-the-box content provided for standard domains

Out-of-the box delivery of proven data models for standard master data
Financials Material Supplier & Customer

Business Partner Attributes

Basic & Classification Data

GL Account/ General Data &
Chart of Accounts Descriptions Central Data Roles
Accounting, Controlling and Consolidation

Financial Reporting Units of Measure Bank Details Identification

Structures:
Balance Sheet, Quality Data Tax Numbers Industry Sectors
P&L Statement
Cost Element/ EAN, UPC Addresses with Usage and Versions
Hierarchies
Classification Business Partner Relationships
Cost Center/
Hierarchies
Supplier Attributes Customer Attributes
Logistics Data

Sales Data
Profit Center/
Hierarchies General Data General Data
Plant Data
Company Comp. Code Data Comp. Code Data
Storage &
Consolidation: Warehouse Data
Purchasing Data Sales Area Data
Item, Group &
Value

Hierarchies, Unit, Valuation &

Tax Indicators
Break Down Category Costing

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Introduction to SAP Master Data Governance
High-level Architecture Overview
Optional Parts Central System for Master Data Processes Client Systems

Portal / NetWeaver Business Client

ERP
SAP Master Data Governance
Information Steward
User Interfaces, Roles, Work Centers SRM
Data Services
Workflows
Financials Business Partner
Enterprise Search CRM
Staging
Material Custom Objects
NetWeaver MDM Validation
SCM
Change Request, Governance Model, Search & DQ Adapters,
SAP Information UI Framework, Analytics, Replication, Key / Value Mapping
On Premise
Management Suite Apps
SAP ERP 6.0
Cloud
Systems

SAP HANA AS ABAP

3rd Party

Integrate services for data cleansing & matching, Tight integration of the governance process into SAP business Client systems are integrated via various channels (like
use HANA for similarity ranked search & aggregation logic and leveraging standard SAP Application Server for ABAP SOA, ALE, RFC, File) across on premise and cloud

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MDG’s Workflow Concept
and
Overview of Rule-Based Workflow
MDG’s Workflow Concept
Overall Process Flow
External Services
Providers

Master Data Governance

Maintenance Data checks and Transfer of master Automatic

of master data in derivations, data into active area replication to local
staging area Duplicate Check after approval systems

Maintain
in
n Validate Approve
ve
e Replicate

Collaboration with adaptable Workflow

Local Adaptations,
Non SAP Enrichments
systems

Business SAP
Adaptt
Processes systems

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Overview of Rule-Based Workflow
Components

Customizing BRFplus Decision Tables

Workflow
Template

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Overview of Rule-Based Workflow
Rule-Based Workflow Template

Rule-Based Workflow Template

The generic workflow template (WS60800086) is
the foundation of the RBWF. The different
processes are reflected by BRFplus decision
tables, which are maintained in the customizing
for each change request type.
The combination of this workflow template with
the BRFplus decision tables allows you to easily
set up many different processes that can be
flexibly changed through customizing.

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Publ
bliic 13
Overview of Rule-Based Workflow
Single Value Decision Table

Single Value Decision Table

The single value decision table
(DT_SINGLE_VAL_<Change Request
Type>) defines the flow between the
change request steps. Based on the
previous step, the action, and other
parameters, this table returns the next
step and other result parameters, most
importantly, the condition alias that links
to the other tables.

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Overview of Rule-Based Workflow
User Agent and Nonuser Agent Decision Tables

User Agent Decision Table

The user agent decision table
(DT_USER_AGT_GRP_<Change Request
Type>) determines the users involved in the
change request process and which actions they
can execute.

Nonuser Agent Decision Table

The nonuser agent decision table
(DT_NON_USER_AGT_GRP_<Change Request
Type>) contains the background steps involved in
the change request process that don’t have end-
user participation.

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Blueprinting and Implementing
the Change Request Process
Blueprinting the Change Request Process
Notation for the Process Diagram

Notation

If you want to create a blueprint for the process, you must

specify the following information in the process diagram: CHANGE REQUEST STEP

xx xxxxxx
y All steps and connections ROLE
y Change request step types or process pattern PROCESS
PATTERN
y Change request actions STEP TYPE
CHANGE REQ.
y Change request statuses STATUS
ACTION
xxx
y Condition alias
ACTION CONDITION ALIAS

In order to create a diagram that is easy to read, we use the

shown notation. This includes all relevant information
needed to implement the process in SAP MDG.

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Blueprinting the Change Request Process
Method with Rule-Based Workflow

¾ A change request process can include several approval and revision phases

Blueprinting Your Change Request Process

y Define the process flow and decide which steps and loops
00 Request
are needed
20 Process
[02] Changes
to be Specialist
y Decide which step types are needed for the dialog steps
Submit
Executed
PRC
[3] Process and enhance the flow diagram with out coming actions of
Change Req.
Finalize each step
05
Processing

Send for
y Enhance the flow diagram with process pattern for the
06
Revision background steps
y Enhance the flow diagram with status
y Enhance the flow diagram with condition alias

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Blueprinting the Change Request Process
Process Diagram
00 Request

20 Process
[02] Changes
to be
Specialist
90 Approve
Executed [3] Process
Submit [04] Final
PRC Change Req. Approver
Check To Be 91 Activate
Finalize Performed [2] Approve
05 Change Req. [02] Changes
Processing APP
to be 99 Complete
Executed [06]
REV Send for 03 Approve [05] Final
06 ACT Activation
[10] To Re- Revision Check
vise: Perform Activation Approved [99] Complete
PRC 31
Changes 04 Reject Successful END (Sub-) Work-
[10] To Re- flow
vise: Perform z “Activation
APP
Changes
[11] Process 31 Failure”
Errors After
95 Revise Activation
Requester
[4] Revise
Change Req. [02] Changes
to be
Executed 92 Roll Back
07 Resubmit
PRC

RBK [08] Roll Back

08 Withdraw [06] Final
[02] Changes Change Req.
Check
to be
Rejected
Executed Ø END

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Implementing the Change Request Process
Method with Rule-Based Workflow

¾ Rules-Based Workflow offers you a quick and easy way to build the change request process!

Implement Your Change Request Process

00 Request y Customizing: Create a New Change Request Type
20 Process
y Customizing: Define Change Request Steps
Specialist
Submit
[3] Process y Build the decision tables
Change Req.

05
Finalize ¾ Single Value Decision Table
Processing

Send for
¾ User Table
06
Revision
¾ Non User Table

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Implementing the Change Request Process
Customizing
Create a New Change
g Request
q Type
yp

Define Change
g Request
q Steps
p

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4SSAP
A SE or an SAP affiliate company. All rights reserved.
AP Public 21
Exercise 1 – Introduction and Customizing

In this exercise you will: Exercise 1

y Understand the naming convention
y Logon to the system M34
y Customizing: Create a new change request type
y Customizing: Define the change request steps 15 min

Logon to the PC
y User: Student, Domain: Fair
y Password: Welcome14

In all exercises, please make sure that you only work on your own objects. Here, please ensure to really pick
the data reserved for your group number.

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Implementing the Change Request Process
Build the Single Value Decision Table
00 Request

20 Process
[02] Changes
to be
Specialist
90 Approve
Executed [3] Process
Submit [04] Final
PRC Change Req.
Check To Be
Approver
Finalize Performed [2] Approve
05 Change Req.
Processing APP

REV Send for 03 Approve

06
[10] To Re- Revision
vise: Perform
Changes
PRC
04 Reject
[10] To Re-
vise: Perform
Changes

95 Revise
Requester Single Value Decision Table
[4] Revise PREVIOUS_STEP PREVIOUS_ACTION COND_ALIAS NEW_STEP NEW_CR_STATUS
Change Req. [02] Changes
to be 00 (Request) PRC 20 (Process) 02 (Changes to Be..)
Executed
07 Resubmit
PRC 20 (Process) 05 (Finalize Processing) APP 90 (Approve) 04 (Final Check to Be..)
20 (Process) 06 (Send for Revision) REV 95 (Revise) 10 (To Revise: Perform.)
08 Withdraw
95 (Revise) 07 (Resubmit) PRC 20 (Process) 02 (Changes to Be..)
95 (Revise) 08 (Withdraw) … … …
90 (Approve) 03 (Approve) … … …

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Implementing the Change Request Process
Build the User Agent Decision Table
00 Request

20 Process
[02] Changes
to be
Specialist
90 Approve
Executed [3] Process
Submit [04] Final
PRC Change Req.
Check To Be
Approver
Finalize Performed [2] Approve
05 Change Req.
Processing APP

REV Send for 03 Approve

06
[10] To Re- Revision
vise: Perform
Changes
PRC
04 Reject
[10] To Re-
vise: Perform
Changes

95 Revise
Requester
[4] Revise User Agent Decision Table
Change Req. [02] Changes
to be Condition Alias User Agt Grp No. Step Type User Agent Type User Agent Value
Executed
07 Resubmit PRC 001 3 (Process Change Request) US Specialist
PRC
APP 001 2 (Approve Change Request) US Approver
08 Withdraw
REV 001 4 (Revise Change Request) US Requester

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Implementing the Change Request Process
Build the Nonuser Agent Decision Table

Nonuser Agent Decision Table 90 Approve

Condition Alias Agent Group Process Pattern Approver
91 Activate
ACT 001 06 (Activation) [2] Approve
Change Req. [02] Changes
to be 99 Complete
RBK 001 08 (Roll Back) Executed [06]
03 Approve [05] Final
ACT Activation
END 001 99 (Complete (Sub-) Workflow) Check
Activation Approved [99] Complete
31
04 Reject Successful END (Sub-) Work-
flow
z “Activation
31 Failure”

Requester
[4] Revise
Change Req.
92 Roll Back
07 Resubmit

RBK [08] Roll Back

08 Withdraw [06] Final
[02] Changes Change Req.
Check
to be
Rejected
Executed Ø END

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Exercise 2 – Configuration

In this exercise you will: Exercise 2

y Maintain the single value decision table to implement the change request process,
that we’ve blueprinted previously
y Maintain the user agent decision table
y Maintain the nonuser agent decision table 40 min
y Understand the design of the rule-based workflow built via the decision tables

In order to do so, you will execute the following steps:

y Maintain your content in the decision tables, using the process diagram
y You can also use Transaction USMD_SSW_RULE.

In all exercises, please make sure that you only work on your own objects. Here, please ensure to really pick
the data reserved for your group number.

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Blueprinting Your Change Request Process
Process Diagram for the Exercise 2
00 Request

20 Process
[02] Changes
to be
Specialist
90 Approve
Executed [3] Process
Submit [04] Final
PRC Change Req. Approver
Check To Be 91 Activate
Finalize Performed [2] Approve
05 Change Req. [02] Changes
Processing APP
to be 99 Complete
Executed [06]
REV Send for 03 Approve [05] Final
06 ACT Activation
[10] To Re- Revision Check
vise: Perform Activation Approved [99] Complete
PRC 31
Changes 04 Reject Successful END (Sub-) Work-
[10] To Re- flow
vise: Perform z “Activation
APP
Changes
[11] Process 31 Failure”
Errors After
95 Revise Activation
Requester
[4] Revise
Change Req. [02] Changes
to be
Executed 92 Roll Back
07 Resubmit
PRC

RBK [08] Roll Back

08 Withdraw [06] Final
[02] Changes Change Req.
Check
to be
Rejected
Executed Ø END

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Exercise 3 – Run the process

In this exercise you will: Exercise 3

y Logon to the system using SAP NetWeaver Business Client -Desktop (NWBC)
y Create a material using your new change request type

In order to do so, you will execute the following steps: 20 min

You will have 3 different roles:
y As a product manager you request a new material number
y As a product specialist you maintain additional data
y As a product approver you check and approve the data

In all exercises, please make sure that you only work on your own objects. Here, please ensure to really pick
the data reserved for your group number.

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Resources: Practical Workflow for SAP – including SAP MDG

y Get the whole story on creating, maintaining, and

customizing workflows in SAP
y Learn about workflow for all the major SAP applications,
including SAP Master Data Governance
y Update your skills with coverage of SAP HANA, SAP
Fiori, BRF+, and more
y 3rd edition, updated and expanded
y All royalties donated to Doctors Without Borders

https://www.sap-press.com/practical-workflow-for-sap_3615/

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Resources: SAP Master Data Governance SCN Space

http://scn.sap.com/community/mdm/master-data-governance

Executive MDG Demos

• Financial data
• Material data
• Supplier data
• SAP Master Data Governance and SAP
Information Steward
Online Help (http://help.sap.com/mdg)

Presentations

MDG Process, Configuration and Extensibility

• How-to Videos About MDG Processing Tasks
• Extensibility and Configuration Options for SAP
Master Data Governance
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SAP d-code Virtual Hands-on Workshops and SAP d-code Online
Continue your SAP d-code education after the event!

SAP d-code Virtual Hands-on Workshops SAP d-code Online

y Access hands-on workshops post-event y Access replays of keynotes, Demo Jam, SAP d-code
y Starting January 2015 live interviews, select lecture sessions, and more!
y Complementary with your SAP d-code registration y Hands-on replays

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Further Information

SAP Public Web

scn.sap.com/community/mdm/master-data-governance
www.sap.com/mdg

SAP Education and Certification Opportunities

www.sap.com/education
training.sap.com/search?query=master+data+governance

Watch SAP d-code Online

www.sapcode.com/online

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Feedback
Please complete your session evaluation for
DMM261
Elke Menninger
SAP MDG Product Management
Dietmar-Hopp-Allee 16, 69190 Walldorf, Germany
[email protected]

Thanks for attending this SAP TechEd && d-code session.

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