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IBsolutionStandard Process Package Business Partner for MDGService DescriptionIBsolution GmbHIm Zukunftspark 8D-74076 HeilbronnVersion 2107IBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-3000 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas Mayer

Inhaltsverzeichnis1Management Summary . 31.1Why IBsolution is the right partner . 31.2IBsolution Consulting Service for SAP MDG . 32Overview . 53Benefits of the package . 64Contents of the package . 74.1Processes . 74.1.1Installation and modification . 94.1.2Lock/unlock and set deletion notice . 134.2EVIMENDO.fast close . 164.3EVIMENDO.mail service . 174.4EVIMENDO.workflow control . 184.5EVIMENDO.rules control . 214.6Additional functionalities (optional) . 234.6.1SAP Extended Notifications (optional) . 234.6.2Duplicate check (optional) . 245Process-independent components . 265.1General requirements . 265.2Project . 275.3Basic Installation . 295.4Documentation . 305.5Acceptance . 316Requirements and delivery . 337Support . 34IBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 2 von 34

1Management Summary1.1 Why IBsolution is the right partnerIBsolution is a leading SAP partner in the areas of products and solutions on the SAP NetWeaverplatform – with more than 150 employees in Heilbronn (headquarters), Mannheim, Neuss, Munich,Sofia (Bulgaria), Paris and Zurich.1.2 IBsolution Consulting Service for SAP MDGThe consulting units include a separate department with a focus on SAP Master Data Governanceand comprehensive competencies in professional project implementation. As architects, we designand implement an integrated solution scenario with our customers that is matched to the respectiveframework conditions.The range of services covers the following areas:nnnnnnRequirements analysistechnical specificationtechnical conceptionRealization and testingInsertionduring all project phases, the cooperation with our customers is transparent and inclose coordination.IBsolution is specialized in the implementation of SAP Master Data Governance. In addition,IBsolution employees are closely networked with various SAP departments (product management,development, management) and other bodies, e.g. DSAG. This network enables IBsolution toexchange information smoothly and quickly with the right contacts - inside and outside SAP.In our consulting areas, we see ourselves as the link between the customer's business challenges andthe expertise of the software manufacturers. We support our customers with comprehensiveprocess consulting and help them set up and expand a flexible IT landscape.With our consulting and development services, existing complete solutions and our own products,we ensure that you can meet new requirements quickly and economically.The IBsolution Benefits in the overview:IBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 3 von 34

nnnnn40-strong specialists Team of dedicated SAP Master Data Governance Consultants withSenior Solution Architects, Project Managers and DevelopersFixed-price offers for a range of services with responsibility for resultsown support department, for security even after the introductionour customers report on their success in Success Stories, Best Practices, DSAG andTechEd lecturesMDG experience in the SAP environment for more than 10 yearsIBsolution - the right technology at the right time and at the right dose!IBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 4 von 34

2 OverviewThe Standard Process Package Business Partner for MDG is a process-based package forthe implementation of SAP Master Data Governance processes in your company. Thesolution aims to cover the Business Partner LifeCycle from creation and modification toblocking and deletion. The business partner process package requires an installed andconfigured SAP Master Data Governance. The technical requirements for the operation ofthe SAP Master Data Governance solution, which are compiled and implemented byIBsolution, are the key factor for the solution.The solution is rounded off by the support available for this business partner processpackage. With reactive support, the Business Partner Process Package is a well-roundedsolution for use in any IT environment.IBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 5 von 34

3 Benefits of the packageThe aim of the package is to quickly experience the processes required for the SAP MDG andthe associated customizing for working with the SAP Business Partner in SAP MDG forS/4HANA.The transport requests of the package contain the customizing of the SAP MDG including theduplicate check and with a possible dynamic agent determination as well as a selection ofrule sets for the dynamic predefinition of field contents, validation checks and the fieldcontrol. This delivery combines the content that has been repeatedly required and used inour previous SAP MDG projects with our experience.By using this package, you will be using a standard that many SAP MDG customers use, andwe estimate that you will save approximately three to six months of project time and theassociated project budget.In customer-specific master data projects for the introduction of SAP MDG, workshops onprocess design, process flow and content are the first step. Due to the delivered content ofthe standard process package, the functionality of SAP MDG can be presented to theworkshop participants immediately on the system with their data and ensures transparencyas well as a clear understanding of the process and function. The workshops deal with thequestions, what has to be done additionally, differently or less in each process step. Withour proven agile Scrum approach, the solution is optimally adapted to your requirementswith each sprint on the basis of the standard process package in order to obtain anindividualized solution at the end and in the shortest possible time.The integrated EVIMENDO.rules control helps to avoid classical ABAP programming and tostore code in the SAP BRF business rules. The delivered rule sets provide many typicallyrequired rules for activation. The corresponding decision tables allow you to enter yourcustomer-specific values. New rule sets can easily be created by yourself. This way youcreate a sustainable and low-maintenance solution without the usual amount of ABAP codingand save a lot of time.Optionally, the standard process package can be seamlessly extended with furtherEVIMENDO products. For example, through EVIMENDO.external services. Address validationto external providers such as Google Address, Dun & Bradstreet, Corporate Data League(CDL) or VAT checks to the EU (VIES service) as well as other countries.IBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 6 von 34

4 Contents of the packageThe individual package elements are presented below.The classic entry into the processing is the search of a business partner (customer orsupplier) by a user. The user then creates a request, referred to here as a "change request",to create, change, block or mark for deletion a business partner, depending on the searchresults. This change request is the core of the solution that contains the data change,controls the process and persists the data with the successful process end.The technical component EVIMENDO workflow control provides the necessary comfort thatfor complex new installations or changes with multiple approvers, the individually approvedparts of the master data are already available after each approval. An integrated "Fast Close"ensures immediate execution of the change if only approval-free content has undergonechanges. Change requests are rule-based workflows. They consist of a comprehensive SAPBusiness Workflow, which is controlled using decision tables in SAP Business Rule FrameworkPlus (BRF ) (see 2.1.1). The change request types included here in the package have beencarefully selected based on many project implementations and are explained in more detailin the corresponding chapters of this service description using graphics.4.1 ProcessesThe package provides standard predefined MDG standard processes that are applied to thetarget system. These are change request types that cover the complete Business PartnerLifeCycle. The following processes are considered here: PlantChangeLocking/UnlockingSet the deletion noteIn addition, we have 2 process variants (technical step sequence) of the processes:Variant 1: without Workflow ControlIBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 7 von 34

Variant 2: with Workflow ControlIBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 8 von 34

Assignment of the processes to the variants:ProcessesPossible variantsPlantVariant 1 or Variant 2ChangeVariant 1 or Variant 2Locking/UnlockingVariant 1Set the deletion noteVariant 1These processes can be extended with additional components. The EVIMENDO product lineoffers ready-made products that can be easily integrated into the package. A description isgiven below.4.1.1 Installation and modificationThis change request runs through the specified workflow process. When the process iscompleted and the request is approved, a new business partner is created or changed in theactive area.IBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 9 von 34

4.1.1.1Appendix and modification Variant 1 withoutEVIMENDO.workflow controlThe steps from the process diagram are as follows:1. An authorized requester creates a new change request through the Business Partner Searchview. After maintaining the relevant data, he starts the process via the ACTIVITY REQUEST.2. Following the requestor step, the process is now transferred to the approver step. The storedagents in this step are now assigned to the process and a task appears in the respective user'swork item inbox.3. In the approver step, the processor has to choose between three activities in addition to thepossible enrichment or correction of the data:- The agent can approve the request and the process transitions to data activation.- The agent can also send the request to revision and the process is returned to the requesterto make any corrections.- Third action would be to reject the request completely and stop the process.4. On approval, the record that is being created is transferred to the "Active Area" and is now enabled for business processes.5. Following the activation, the process is transferred to a background step, which starts an e-mailservice (optional) to inform the requester that the record has been successfully created.6. In case the activation fails technically, the process is transferred to an error handling step. Thisstep is used for error finding and error handling activity to finally reactivate or send the requestfor revision.7. 7. in case of rejection, the process is transferred to a background step, which starts an e-mail service to inform the requester that the request has been rejected.4.1.1.2Create and Change variant 2 with EVIMENDO.workflow controlIBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 10 von 34

The steps from the process diagram are as follows:1. an authorized requester creates a new change request via the Business Partner Search view.After maintaining the relevant data, he starts the process via the APPLY activity.2. following the requestor step, the process is now transferred to the approver step. The storedagents in this step are now assigned to the process and a task appears in the respective user's work item inbox.3. In the approval step, the processor can choose between three activities in addition to thepossible enrichment or correction of the data:a. The agent can approve the request and the process transitions to data activation.b. The processor can also send the request to the revision and the process is led back tothe requester to make any corrections.c. The third action would be to reject the request completely and stop the process. Thisapproval step is only for approving the general data of the business partner, customer, supplier.4. upon approval, the data set is checked using the workflow control and all company code specific data is written to a memory store and removed from the request.5. subsequently, the data record to be created is transferred to the "Active Area" and is nowenabled for business processes. At this point, the data set has only the general data active.Following the activation, the process is transferred to a background step, which starts an email service (optional) to inform the requester that the dataset has been successfully created. In case the activation fails technically, the process is transferred to an error handlingstep. This step is used for error finding and error handling activity to finally reactivate or sendthe request for revision. In case of rejection, the process is transferred to a background stepwhich starts an email service to inform the requester that the request has been rejected.6. after activation, the workflow control reads the memory and creates a separate follow-upchange request for each company code view.7. these follow-up processes are then each in their approval step. The agents who are responsible for maintaining the company code are then assigned here. The processor can choose between three activities:a. He or she can approve the request and the process moves on to data activation forthe current company code.IBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 11 von 34

8.9.10.11.b. He can send the request to revision and the process will go back to the requester ofthe original request to make any corrections.c. The third action here is also to lean the request completely.on approval, the record to be created is transferred to the "Active Area" and is now activatedfor business processes.following the activation, the process is transferred to a background step, which starts an email service (optional) to inform the requester that the record has been successfully created.In case the activation fails technically, the process is transferred to an error handling step.This step is used for error finding and error handling activity to finally reactivate or send therequest for revision.in case of rejection, the process is transferred to a background step, which starts an e-mailservice to inform the requester that the request has been rejected.Installation and modificationDescription: See process image and sequence descriptionSummary:With the creation process or change process, persons are authorized to create or change business partners.The processes and the subsequent processes in variant 2 have an approval step, which is responsible for thecorrectness and consistency of the business partner. After successful approval, the record is free for the following business processes.Delivery item:nnnnnnnnMapping of the represented processes (one-approver process) in the systemCustomizing of the change scope at the master recordCustomizing of the necessary interface modules for the requestero Based on the standard scopeCustomizing the necessary interface modules for the approvero Starting from the standard scopeCustomizing of change request fieldso Priorityo Reason for requesto StatusSupport for maintenance of static agent determinationo No dynamic agent determination based on contextsExecution of the email service when a change request is completedSupport of the authorization definition of SAP roles, which are involved in the processIBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 12 von 34

Installation and modificationAcceptance criteria (functional details see delivery item):nnnA business partner's creation of a rule-based workflowImplementation of e-mail service for final mailRole definition of the change request participantsProvided services:nAll user groups involved in the process are available for questions about the process:4 SAP Base Department4 Business partner data management department4 MDG Project TeamExclusions:nnnnDefinition and implementation of a dynamic processing inventionExtension of the user interface with customer-specific dataDefinition and implementation of the organizational processes at the AGFurther rules or workflows4.1.2 Lock/unlock and set deletion noticeIBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 13 von 34

These change requests go through the specified workflow process. When the process iscompleted and the request is approved, an already active business partner in the active areais locked or unlocked / marked for deletion or unmarked.The steps from the process diagram are as follows:1. An authorized requester creates a new change request via the Business Partner Search view. After maintaining the relevant data, he starts the process via the APPLY activity. 2.2. Following the requestor step, the process is now transferred to the approver step. The storedagents in this step are now assigned to the process and a task appears in the respective user'swork item inbox.3. In the approval step, the processor can choose between three activities in addition to the possible enrichment or correction of the data:- The agent can approve the request and the process transitions to data activation.The agent can also send the request to the revision and the process is led back to the requesterto make any corrections.Third action would be to reject the request completely and stop the process.4. upon approval, the record to be created is transferred to the "Active Area" and is now enabledfor business processes.5. following the activation, the process is transferred to a background step, which starts an e-mailservice (optional) to inform the requester that the record has been successfully created.6. In case the activation fails technically, the process is transferred to an error handling step. Thisstep is used for error finding and error handling activity to finally reactivate or send the requestfor revision.7. in case of rejection, the process is transferred to a background step, which starts an e-mail service to inform the requester that the request has been rejected.Block and deleteDescription: See process image and sequence descriptionSummary:The blocking process and the deletion process authorize persons to block and unblock business partners orto set and remove the deletion flag. The processes have an approval step, which is responsible for thecorrectness and consistency of the business partner. After successful approval, the record is unlocked orlocked for following business processes or marked for deletion or unmarked.IBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 14 von 34

Block and deleteDelivery item:nnnnnnnMapping of the displayed process (one-approver process) in the systemCustomizing of the necessary interface modules for the applicanto Based on the standard scopeCustomizing the necessary interface modules for the approvero Based on the standard scopeCustomizing of change request fieldso Priorityo Reason for requesto StatusSupport for maintenance of static agent determinationo No dynamic agent determination based on contextsImplementation of the email service on completion of a change requestSupport of the authorization definition of SAP roles, which are involved in the processAcceptance criteria (functional details see delivery item):nnnBlocking/unblocking marking of deletion note/unmarking of deletion note of a business partner using a rule-based workflowImplementation of email service for closing emailsRole definition of the change request participantsProvided services:nAll user groups involved in the process are available for questions about the process:4 SAP Base Department4 Business partner data management department4 MDG Project TeamIBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 15 von 34

Block and deleteExclusions:nnnnDefinition and implementation of a dynamic processing inventionExtension of the user interface with customer-specific dataDefinition and implementation of the organizational processes at the AGFurther rules or workflows4.2 EVIMENDO.fast closeFast CloseSummary:The Fast Close enables a quick activation of the data without any approval step. Here, thechange documents in the change request are checked against a table of sensitive fieldsand approval is only requested as soon as one of these fields is part of the changedocuments.Delivery:nnFast Close - Workflow step already integrated into plant and change processesDecision table for maintaining sensitive fieldsAcceptance criteria (functional details see delivery item):nnInstruction in the maintenance of the decision tablesFast Close is active for the delivered processes for create and changeIBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 16 von 34

Fast CloseProvided Services:nAll user groups involved in the process are available for questions about the process:4 SAP Base Department4 Business partner data management department4 MDG Project TeamExclusions:nCustomer-specific developments outside the SAP standard and the currentEVIMENDO standard4.3 EVIMENDO.mail serviceMail ServiceSummary:The Mail Service will send an email to the requester upon successful or unsuccessfulcompletion of the change request.Delivery:nnnnnMail service workflow step already integrated into the delivered processesPredefined mail textsDecision table for compiling the mail textsDecision table for maintaining the variables in the textsSending mail in one language (german or English - if another language is desired, thefull mail text must be ready formattedIBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 17 von 34

Mail ServiceAcceptance criteria (functional details see delivery item):nnInstruction in the maintenance of the decision tablesMail service active for the delivered processesProvided Services:nnnProvision of a mail server and its access data for mailingOwn mail texts in a language (if an adjustment is desired)All user groups involved in the process are available for questions about the process:4 SAP Base Department4 Business partner data management department4 MDG Project TeamExclusions:nnCustomer-specific developments outside the SAP standard and the currentEVIMENDO standardNo adaptation to different languages (Localization)4.4 EVIMENDO.workflow control4.4.1The basisThe business partner as a customer or vendor basically has many variants, depending on therole in which the business partner acts. For example, there is customer master data for whichonly the company code segments are required, while others need the sales segments orboth.Now it is often the case that the organization is divided into different areas of responsibilityas far as the individual areas within the master record are concerned. For example, there isIBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 18 von 34

often a central master data team that is responsible exclusively for checking the accuracy ofthe so-called general data and, for example, regional shared service centers that take careof the sales and company code data. Since a typical master data process is sequential, it maynot be efficient enough to have different approvers for different organizational views. Thiswould require a very lengthy process and everyone would have to approve in order for thischange to be activated.4.4.2The functionThe workflow control is responsible for resolving the above-mentioned problem of differentapprovers. Using logic, the organizational views (company code data in the current release)are transferred to parallel subsequent processes for creation and change processes. In thisway, each subsequent process can be approved or rejected independently of the originalcreation or change process, without affecting the basic data.IBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 19 von 34

Workflow ControlSummary:EVIMENDO worflow control is a standalone add-on of the IBsolution, which is alreadyintegrated here as part of the Standard Process Package Business Partner.Workflow Control separates the created or changed company code views into separateparallel change requests based on an investment or change process. This enables flexibleaccess for general data and company code data.Delivery item:nnWorkflow Control - Workflow steps already integrated in the delivered create andchange processesPredefined Parallel Change request Types (Variant 1)Acceptance criteria (functional details see delivery item):nnWorkflow Control is activeCompany code data is transferred to parallel change requestsProvided Services:nAll user groups involved in the process are available for questions about the process:4 SAP Base Department4 Business partner data management department4 MDG Project TeamExclusions:nnIn the current release, this feature is only active for company code data forcustomers and suppliers and cannot be extended to other areas or segments byconfigurationSales segments as well as purchasing segments are therefore not supported in thecurrent releaseIBsolution GmbHIm Zukunftspark 8 74076 Heilbronn Telefon 49 (7131) 2711-0 www.ibsolution.deRegistergericht: Stuttgart HRB 108247 Geschäftsführer: Oliver Donner, Loren Heilig, Andreas MayerSeite 20 von 34

4.5 EVIMENDO.r

IBsolution is a leading SAP partner in the areas of products and solutions on the SAP NetWeaver platform – with more than 150 employees in Heilbronn (headquarters), Mannheim, Neuss, Munich, Sofia (Bulgaria), Paris and Zurich. 1.2 I