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SAP BusinessObjects EPM RIG How-To Guide

SAP BusinessObjects EPM RIG How-To Guide How To Business Process Flows in SAP BusinessObjects Planning and
SAP BusinessObjects EPM RIG How-To Guide How To Business Process Flows in SAP BusinessObjects Planning and

How To

Business Process Flows in SAP BusinessObjects Planning and Consolidation 7.5 version for SAP NetWeaver

configure and execute

Applicable Releases:

SAP BusinessObjects Planning and Consolidation 7.5 version for SAP NetWeaver

configure and execute Applicable Releases: SAP BusinessObjects Planning and Consolidation 7.5 version for SAP NetWeaver

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Table of Contents

1. Scenario

1

2. Background Information

1

3. Step-by-Step Procedure

2

3.1 Configuring BPF template

2

3.2 Configuring BPF instance

12

3.3 Executing the BPF

14

3.4 Setting up Email notifications

27

4. Appendices

30

BPF instance 12 3.3 Executing the BPF 14 3.4 Setting up Email notifications 27 4. Appendices

How To

Consolidation 7.5 version for the Netweaver platform

configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects

1. Scenario

In this guide we will explain how to configure Business Process Flows with SAP Business Objects Planning and Consolidation 7.5, version for SAP NetWeaver. Business Process Flows (BPFs) guide users through the sequence of tasks within a defined business process. Business process flows are comprised of steps ans sub steps that must be completed sequentially. We can use BPFs to guide users, depending upon their roles, through various steps. An example of a business process may be month end financial close or yearly budget approval or monthly forecast/projection cycle or financial consolidation etc. A BPC user may have to perform different roles in different business processes and thus can be assigned to various steps in the business processes that he/she is involved in. For example a user may be the reviewer of the monthly forecast step for a region but may be the main person doing month end financial close. BPF functionality elucidated here will guide that user through all the activities that he/she is associated with and can track the completion status of the activities and the business process as a whole.

The business scenario considered here consists of three steps. The first step is to seed the plan data; the second step is to enter manual changes and the third step is to execute reports. The second step has three sub-steps. It requires review and can be reopened. The second step has ‘matched step regions’ as the opening criteria and the third step is set up with ‘all step regions’ as the opening criteria. While executing the BPF, we will complete the steps and sub steps; while reviewing, we will accept some steps as well as reject some steps. Also we will reopen the second step after it is completed. We will also set up email notifications. Thus this simplistic scenario has the examples of many possible options that are available while configuring and executing BPF.

2. Background Information

Business Process Flow (BPF) functionality has been introduced in SAP Business Objects Planning and Consolidation 7.5, version for. The BPF functionality was not available in SAP Business Objects Business Planning and Consolidation 7.0, version for SAP NetWeaver

The BPF functionality in SAP Business Objects Planning and Consolidation 7.5, version for SAP NetWeaver has enhanced functionality when compared to what was available in the SAP Business Objects Business Planning and Consolidation 7.0, version for Microsoft.

A list of BPF terminology used in this guide is provided in Appendix A with the definition of each term.

This guide is created with SP00 and has some known issues that will be fixed in the later support packs. These issues are mentioned in Appendix B. Appendix D lists several BPF Considerations for implementing this functionality.

In order to configure BPF, there is a task called ‘ManageBPF’. This task controls all BPF administration actions. This does not require a role assignment. Any user with Admin client installed can be assigned the ManageBPF task.

For executing BPF, there is a task called ‘BPFexecute’. The user task profile is considered while executing any steps or sub-steps.

How To

Consolidation 7.5 version for the Netweaver platform

configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects

3. Step-by-Step Procedure

Here we will describe the process to configure BPF template, create an instance from that template and then execute the BPF. The last section explains the set up required for realizing email notifications.

3.1 Configuring BPF template

1. Log on to the Planning and Consolidation Administration client and click on ‘Business Process Flows’. Click on ‘Create BPF Template’ in the action pane.

Click on ‘Create BPF Template’ in the action pane. 2. Enter the name and description of
Click on ‘Create BPF Template’ in the action pane. 2. Enter the name and description of

2. Enter the name and description of the BPF. Enter the controlling application

description of the BPF. Enter the controlling application 3. Click on ‘Instance identifier’ and select the

3. Click on ‘Instance identifier’ and select the dimensions to create BPF instances. Please note that only time type dimension is preselected by the system and is the only required dimension. However it is a best practice to select at least two dimensions to define an instance.

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configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects
Business Process Flows in SAP Business Objects Planning and 4. Click on ‘Set Access’ to select

4. Click on ‘Set Access’ to select either the users or teams who should have access to this BPF.

the users or teams who should have access to this BPF. 5. Click ‘Next’ to create

5. Click ‘Next’ to create the steps and sub steps. Click ‘Add’ to add a step. Enter the details as shown below for the step to seed the 2009 plan data from 2008 plan data.

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configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects
Business Process Flows in SAP Business Objects Planning and 6. Please note that in this step

6. Please note that in this step we have set ‘Allow reopen’ to ‘No’ and Opening criteria as ‘All step region’. ‘Allow reopen’ will allow that step to be reopened after completion. If this is set to ‘No’ that step can’t be reopened during execution. Opening criteria ‘All step regions’ will enable opening of the next step only after all step regions are complete whereas in case of ‘Matched step region’ when we complete a step region, the next step opens for the same step region. The first step of the BPF always opens regardless of the opening criteria. Defining these options will be important for the second step onwards. Click on ‘Define Step Region Criteria’ and enter the details as follows.

How To

Consolidation 7.5 version for the Netweaver platform

configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects
Business Process Flows in SAP Business Objects Planning and 7. Please note that we can select

7. Please note that we can select any property as the owner property. The property that we select must have fully qualified user name as shown below. The same rule applies for the reviewer property also that we will use in the next BPF step.

property also that we will use in the next BPF step. 8. Please note that the

8. Please note that the ‘Choose reviewer property’ is grayed out in the screen capture below because we did not check the box ‘Enable Reviewers’ in the earlier screen. Click ‘OK’ to go back to the step and ‘OK’ again to go back to the wizard.

9. Select the dimension members as shown below. We can select up to 6 dimension members here. The available selection formulas are SELF, BAS and DEP.

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Consolidation 7.5 version for the Netweaver platform

configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects
Business Process Flows in SAP Business Objects Planning and 10. Similarly create another step as shown

10. Similarly create another step as shown below. Please note that in this case, we are enabling review, allowing reopen and setting the opening criteria to ‘Matched Step Region’. Selecting ‘Matched Step region’ will enable opening of the corresponding step region from the next step after completing a step region. Please note that here we have to use the same driver dimension for this step and the next to avoid a deadlock (referred to in Appendix B).

use the same driver dimension for this step and the next to avoid a deadlock (referred

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Consolidation 7.5 version for the Netweaver platform

configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects

11. Click on ‘Define Step Region Criteria’ and enter the information as shown below. Please note that we can choose any property to be the reviewer property. However it is a good practice to name the properties accordingly for easy identification.

to name the properties accordingly for easy identification. 12. Include the dimension members similar to the

12. Include the dimension members similar to the previous step.

13. Click on ‘Add new sub-step’ and add a sub-step to this step as shown below

sub-step’ and add a sub-step to this step as shown below 14. Enter step 3 as

14. Enter step 3 as follows. Please note that we have set ‘Allow Reopen’ to ‘No’ and ‘Opening Criteria’ to ‘All Step Regions’.

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configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects
Business Process Flows in SAP Business Objects Planning and 15. Click on ‘Define Step Region Criteria’

15. Click on ‘Define Step Region Criteria’ and set it up as shown below.

Step Region Criteria’ and set it up as shown below. 16. Include dimension members similar to

16. Include dimension members similar to the previous step.

17. Click ‘OK’ to go back to the step and ‘OK’ to go back to the wizard.

18. Click ‘Next’ to access the actions. Click on the first step to seed data and select ‘data manager’ from the interface and DATA MANAGER’ from the task as shown below. Please note that the default action is created automatically and we can add more actions if needed.

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configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects
Business Process Flows in SAP Business Objects Planning and 19. Click on the sub step ‘Enter

19. Click on the sub step ‘Enter changes for US’ and for the default action, select ‘Interface for Excel’ in the interface and ‘Schedule library’ in the task as shown below.

and ‘Schedule library’ in the task as shown below. 20. Please note that we can select

20. Please note that we can select any previously saved input schedule by clicking the ‘Browse’ button. In this case, we are selecting a dynamic template. For each dimension, note the current view type. Since we selected Category and Time in the instance identifier, we have an option to inherit those values from the instance. Please note that the P_CC (entity type dimension) is restricted to only one value ‘US’.

21. Please note that we are entering all these actions in the tab ‘step actions’. The review actions are not available with SP00. As a workaround, we can also use a step or sub step (similar to

How To

Consolidation 7.5 version for the Netweaver platform

configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects

ones we are creating) for review actions. In this simplistic scenario, we will be skipping the review actions.

22. Enter a second action in the same sub-step to recheck and send the data. Please note the task selected (SEND ACTIVE WORKSHEET).This is an example of entering multiple actions for the same step/sub-step.

of entering multiple actions for the same step/sub-step. 23. Click ‘Back’ to go to earlier screen

23. Click ‘Back’ to go to earlier screen to define steps and sub-steps. Click on the sub-step ‘Enter changes for US’ and click on ‘Copy’ button. Enter the name as ‘Enter changes for Canada’ and click OK. Similarly copy the sub-step to ‘enter changes for Germany’.

copy the sub-step to ‘enter changes for Germany’. 24. Click ‘Next’ to go to actions. Click

24. Click ‘Next’ to go to actions. Click on the sub-step ‘Enter rates for Canada’ and change the P_CC member from US to Canada as shown below. Similarly for the sub-step ‘Enter changes for Germany’ change the P_CC member to Germany.

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Consolidation 7.5 version for the Netweaver platform

configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects
Business Process Flows in SAP Business Objects Planning and 25. Click ‘Save’ to save the BPF

25. Click ‘Save’ to save the BPF template. You may receive messages as shown below. Select ‘Yes’ to save the template.

as shown below. Select ‘Yes’ to save the template. 26. Click on the BPF template that
as shown below. Select ‘Yes’ to save the template. 26. Click on the BPF template that
as shown below. Select ‘Yes’ to save the template. 26. Click on the BPF template that

26. Click on the BPF template that was saved and click on ‘Validate BPF template’.

the template. 26. Click on the BPF template that was saved and click on ‘Validate BPF

How To

Consolidation 7.5 version for the Netweaver platform

configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects

27. Answer ‘Yes’ to the following question.

Planning and 27. Answer ‘Yes’ to the following question. 28. You may receive validation errors if

28. You may receive validation errors if you have missed a step or mistyped it or if there is some other inconsistency. Otherwise, you will receive a message as follows.

Otherwise, you will receive a message as follows. 3.2 Configuring BPF instance 1. In the previous

3.2 Configuring BPF instance

1. In the previous section, we created a template. In this section, we will use that template to create a BPF instance that we will execute in the next section.

2. Click on the BPF validated in the above step and then click on ‘Create BPF Instance’.

the above step and then click on ‘Create BPF Instance’. 3. Please note that the dimensions

3. Please note that the dimensions that we set as the instance identifiers are displayed in the first step. Select the pertinent dimension members.

set as the instance identifiers are displayed in the first step. Select the pertinent dimension members.

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Consolidation 7.5 version for the Netweaver platform

configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects

4. In the next step, we select the instance owner. The instance owner can reopen a step regardless of involvement in the step.

5. Click on ‘Create BPF instance’.

6. We will be presented with a preview as shown below. We can update the owner or reviewer here.

as shown below. We can update the owner or reviewer here. 7. Click ‘Finish’ to end

7. Click ‘Finish’ to end the process.

or reviewer here. 7. Click ‘Finish’ to end the process. 8. Click on ‘Manage BPF instance’.

8. Click on ‘Manage BPF instance’. The default filter setting is to show active BPF instances and the one that we created in the above step may not show up here.

one that we created in the above step may not show up here. 9. Change the

9. Change the filter setting to ‘inactive’ and click ‘refresh’. The newly created BPF instance will now be displayed as shown below.

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Consolidation 7.5 version for the Netweaver platform

configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects
Business Process Flows in SAP Business Objects Planning and 10. Click the checkbox next to the

10. Click the checkbox next to the instance and click on the ‘Activate’ button to activate it. Change the filter setting to ‘Active’ and click ‘Refresh’ again. The newly activated instance shows up in the list of active instances.

11. Now we are ready to execute this BPF instance.

3.3 Executing the BPF

1. Click on ‘Interface for the Web’

Executing the BPF 1. Click on ‘Interface for the Web’ 2. Click on ‘Business Process Flows’

2. Click on ‘Business Process Flows’

for the Web’ 2. Click on ‘Business Process Flows’ 3. The business process flow opens up

3. The business process flow opens up with the first step already opened.

process flow opens up with the first step already opened. 4. Click on the step and

4. Click on the step and that will take us to the next screen as shown below.

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configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects
Business Process Flows in SAP Business Objects Planning and 5. Click on the step name ‘Seed’

5. Click on the step name ‘Seed’ and that will launch Excel interface with the Data Manager actions as per the settings in the BPF action.

Data Manager actions as per the settings in the BPF action. 6. . Please note that

6. . Please note that the values that we hard coded in the action screen of the BPF template have been passed correctly (for example P_Activity = A005, P_CC = US etc).

7. However the values that we set as ‘inherit from BPF instance’ have not been inherited properly - this is a known issue which will be corrected in future support packs.

8. We can change the current view suitably and then execute the step to copy data from 2008 to

2009

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configure and execute Business Process Flows in SAP Business Objects Planning and

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9.

After completing the step, we can click ‘Back to BPF’ to take us back to the BPF.

10.

Clicking ‘complete’ will complete this step now.

10. Clicking ‘complete’ will complete this step now. 11. Click on ‘back to my activities’ to
10. Clicking ‘complete’ will complete this step now. 11. Click on ‘back to my activities’ to

11.

Click on ‘back to my activities’ to go back and view the status of our activities.

to go back and view the status of our activities. 12. Please note the status of

12.

Please note the status of the steps now. Only ‘Maintenance price’ data region is open for entering changes. The ‘Personnel price’ data region is not yet open for entering changes. This is because we created the enter changes step with ‘matched step region’ criteria for opening the step.

13.

Click on the open step for ‘enter changes’ for ‘maintenance price’ and we will get the screen as shown below.

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configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects
Business Process Flows in SAP Business Objects Planning and 14. We get the three sub-steps as

14. We get the three sub-steps as we had created. Please note that the description of the sub-step that we created was ‘Enter changes for US’ but the sub-step displayed truncates the ‘for US’ part. This is something that we should be aware of while entering descriptions of the sub steps.

15. Click on the first sub-step and that will open the interface for Excel with the template that we provided in the action setting as shown below.

that we provided in the action setting as shown below. 16. Please note the available tasks

16. Please note the available tasks are as per the action settings. In this step we can make the changes to the seeded plan data and send the data after verifying the values as the sub step suggests.

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Business Process Flows in SAP Business Objects Planning and 17. Click on ‘Back to BPF’ after
Business Process Flows in SAP Business Objects Planning and 17. Click on ‘Back to BPF’ after

17. Click on ‘Back to BPF’ after sending the data. Please note that this step should be reported complete only after all the three sub steps are done. Click on the second sub step and that will open up the input schedule to make the changes for Canada. Make the necessary changes and send the data.

open up the input schedule to make the changes for Canada. Make the necessary changes and

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18. Similarly complete the sub step 3 for Germany.

19. Since we are done with all the sub steps here, we can complete this step.

20. Click ‘complete’ and then the status will change to ‘submitted’ as shown below.

the status will change to ‘submitted’ as shown below. 21. This step requires review and hence

21. This step requires review and hence the reviewer will get the screen as shown above where he/she can accept or reject the changes entered by the planner in the above step.

22. If we want to see the status of the BPF at this stage, we can click on ‘back to my activities’. The status of the BPF in ‘My activities’ will be as follows at this stage

BPF in ‘My activities’ will be as follows at this stage 23. Please note that the

23. Please note that the upper portion of the ‘my activities’ screen will show the overall progress of the BPF as shown below.

portion of the ‘my activities’ screen will show the overall progress of the BPF as shown

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24. If the reviewer wants to reject the changes, he or she can click on the ‘reject button. That will change the status of the step to ‘Rejected’ as shown below.

the status of the step to ‘Rejected’ as shown below. 25. The ‘my activities’ screen will

25. The ‘my activities’ screen will also show this status as shown below.

screen will also show this status as shown below. 26. At this stage, the planner can

26. At this stage, the planner can review the changes he/she has made, and complete the step so that it is resubmitted for review.

27. If the reviewer now accepts the changes by clicking ‘accept’ button, the status will change as follows

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Business Process Flows in SAP Business Objects Planning and 28. The ‘my activities’ screen will show

28. The ‘my activities’ screen will show the status as follows:

‘my activities’ screen will show the status as follows: 29. Please note that the step execute

29. Please note that the step execute reports for ‘maintenance price’ data region is still pending though the preceding steps for that data region are complete. This is because the ‘execute reports’ step is created with ‘all’ criteria. Hence it will open up only after the preceding step is complete for all data regions and not just the matching data regions.

30. We can now complete the ‘seed’ and ‘enter changes’ steps for ‘personnel price’ data region is similar way.

the ‘seed’ and ‘enter changes’ steps for ‘personnel price’ data region is similar way. January 2010

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31. After the reviewer accepts the changes for ‘personnel price’ data region, the ‘execute reports’ step will open up as shown below.

the ‘execute reports’ step will open up as shown below. 32. Click on the execute reports

32. Click on the execute reports step for ‘Maintenance price’ and that will open up the step as shown below. Please notice the action ‘re-open step at the right hand top corner. We are able to see this because the earlier step was created with ‘allow re-open’ as ‘yes’.

step was created with ‘allow re-open’ as ‘yes’. 33. We will now see the re-open feature

33. We will now see the re-open feature of BPF. The business scenario is that we have completed a step and proceeded to the next step (as we have proceeded to Step 3) and then we want to go back to the completed step (step 2 in our case) and make changes. Please note that we can go back only one step at a time here. So, if we have say 6 steps in the BPF, out of which steps 2,3,4,5 are re-open enabled and we want to reopen step 2 after we have completed step5, then in that case, we have to go back sequentially. Hence in that situation, we will re-open step 5,4,3 and then 2 in that order. In our example here, we are opening only one step.

34. Click on re-open step. This will open the earlier step of enter changes and change the status of the current step of ‘execute reports’ to ‘delayed’ as shown below.

of ‘execute reports’ to ‘delayed’ as shown below. 35. The status of the BPF in ‘my

35. The status of the BPF in ‘my activities’ will now be as shown below.

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7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects
Business Process Flows in SAP Business Objects Planning and 36. Please note that the status of

36. Please note that the status of enter changes is ‘reopened’ and not just ‘open’.

37. The planners can now enter changes and the reviewer can review those changes as we did in the earlier step.

can review those changes as we did in the earlier step. 38. After the step ‘execute
can review those changes as we did in the earlier step. 38. After the step ‘execute
can review those changes as we did in the earlier step. 38. After the step ‘execute

38. After the step ‘execute reports’ is open again, click on ‘execute reports’ for ‘maintenance price’ region

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configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects
Business Process Flows in SAP Business Objects Planning and 39. Click on ‘execute reports’. That will

39. Click on ‘execute reports’. That will open up the report as per the action settings for that step.

open up the report as per the action settings for that step. 40. After verifying the

40. After verifying the reports, click ‘complete’ button to complete that step. The status of the BPF is now as shown below.

that step. The status of the BPF is now as shown below. 41. Similarly execute reports

41. Similarly execute reports for ‘personnel price’ also and complete the step.

now as shown below. 41. Similarly execute reports for ‘personnel price’ also and complete the step.

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Consolidation 7.5 version for the Netweaver platform

configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects

42. The top portion of the BPF now shows that all the steps are complete.

of the BPF now shows that all the steps are complete. 43. After all the steps

43. After all the steps of the BPF are complete, the BPF owner has an option to ‘Finalize the BPF. In order to do that, click on ‘Monitor’.

the BPF. In order to do that, click on ‘Monitor’. 44. The BPF instance owner will

44. The BPF instance owner will have the option to ‘Finalize’ the BPF by clicking the ‘Finalize process’ button.

the BPF by clicking the ‘Finalize process’ button. 45. Once the BPF is finalized, it can

45. Once the BPF is finalized, it can be seen in the monitor and in ‘My activities’ screen with status filter set to ‘Finalized’.

screen with status filter set to ‘Finalized’. 46. Once the BPF is finalized, it is no

46. Once the BPF is finalized, it is no longer active. The finalized BPF can be archived from the ‘Manage BPF instance’ action in the BPC Admin console.

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Consolidation 7.5 version for the Netweaver platform

configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects
Business Process Flows in SAP Business Objects Planning and 47. Please note that BPF can’t be
Business Process Flows in SAP Business Objects Planning and 47. Please note that BPF can’t be

47. Please note that BPF can’t be deleted. They can only be archived to remove them from the BPC Admin console.

48. The archived BPFs are available for reporting if needed. In order to report on archived BPF, click on ‘Archived instances report’

on archived BPF, click on ‘Archived instances report’ 49. It will show the BPF instances by

49. It will show the BPF instances by template.

archived BPF, click on ‘Archived instances report’ 49. It will show the BPF instances by template.

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Consolidation 7.5 version for the Netweaver platform

configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects
Business Process Flows in SAP Business Objects Planning and 3.4 Setting up Email notifications 1. In

3.4 Setting up Email notifications

1. In order to maintain the email notification template, go to transaction se38 in SAP GUI and enter program name UJB_MAINTAIN_EMAIL_TMPL

in SAP GUI and enter program name UJB_MAINTAIN_EMAIL_TMPL 2. Click ‘execute’ and enter the template id,

2. Click ‘execute’ and enter the template id, the email template type C and ‘Is active’ as Y.

id, the email template type C and ‘Is active’ as Y. 3. Maintain the email template

3. Maintain the email template for the email notification

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Consolidation 7.5 version for the Netweaver platform

configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects
Business Process Flows in SAP Business Objects Planning and 4. The available variables in the email

4. The available variables in the email template include %INSTANCE_NAME%, %STEP_NAME%, %URL%, %STEP_REGION_NAME%. These variables will be replaced at run time with real values.

5. The email server name to send the email notifications is maintained in the server manager

values. 5. The email server name to send the email notifications is maintained in the server

How To

Consolidation 7.5 version for the Netweaver platform

configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects
Business Process Flows in SAP Business Objects Planning and 6. The email notification is received as

6. The email notification is received as shown below. The URL in the email can be used to access the BPF directly. It takes us to the ‘my activities’ screen.

BPF directly. It takes us to the ‘my activities’ screen. 7. The conditions for email notifications

7. The conditions for email notifications as well as recipients for each condition are listed in Appendix C.

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Consolidation 7.5 version for the Netweaver platform

configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects

4.

Appendices

4.1 Appendix A – BPF Terminology

Term

Definition

Business Process

A

specific business process customized for a customer within the context of

Flow

SAP Business Planning and Consolidation (BPC).

BPF Template

The definition to achieve a specific business process including, steps, actions and data regions

BPF Instance

The iteration of a BPF template (i.e, budget 2008.TOTAL)

BPF Step Region

An instance of a BPF step which represents the smallest common region of data to perform a business process step

BPF Identifiers

The dimension which defines a unique BPF instance

BPF Driver

An named property to define the owner of a specific Step Region (best practice would be to prefix the property name with “BPFO_”)

Dimension Owner

Property

 

BPF Driver

An optionally named property to define the reviewer of a specific Step Region (best practice would be to prefix the property name with “BPFR_”)

Dimension

Reviewer

 

Property

Only required if review for the step is required.

BPF Monitor

A

global view of all BPF instances and a detailed view of any selected BPF

instance with all steps and step regions.

BPF My Activities

BPF steps/sub-steps for a BPF instance:

 

The process flow is displayed within a Web interface with the sequential BPF steps BPF Step Regions can be selected In addition any applicable sub-steps are shown Each step has a visual indicator of its status

Admin BPF

The preparation/definition dialog interface required to establish a BPF

assistant

 

template

Action Pane

Presentation of SAP BPC functional tasks (actions) that are state or BPF sensitive - for example when the user has a schedule open, the action pane will reflect the option to send data

BPF Action

Pre-defined BPC tasks and its associated parameters BPF launch action = action taken at the time of step/sub-step selection BPF non-launch action = action available in action pane when step/sub-step is active

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4.2 Appendix B – Recipients of Email notifications

No.

Condition

Who Shall be Notified

Link

 

THE BPF INSTANCE "%INST_NAME%" IS ACTIVATED.

 

Instance

1

Instance owner

monitor

 

THE BPF INSTANCE "%INST_NAME%" IS INACTIVATED.

 

Instance

2

Instance owner

monitor

 

THE BPF INSTANCE "%INST_NAME%" IS WAITING FINALIZATION.

 

Instance

3

Instance owner

monitor

     

Instance

4

THE BPF INSTANCE "%INST_NAME%" IS RESET.

Instance owner

monitor

     

My

5

THE STEP REGION %STEP_REGION_NAME% IS OPENED.

Step region

Activities

owner

(single

 

view)

     

My

6

THE STEP REGION %STEP_REGION_NAME% IS COMPLETED

Step region

Activities

owner

(single

 

view)

     

My

7

THE STEP REGION %STEP_REGION_NAME% IS REOPENED.

Step region

Activities

owner

(single

 

view)

     

My

8

THE STEP REGION %STEP_REGION_NAME% NEEDS REVIEW.

Step region

Activities

reviewer

(single

 

view)

     

My

9

THE STEP REGION %STEP_REGION_NAME% IS CHANGED INTO PENDING STATUS.

Step region

Activities

owner

(single

 

view)

     

My

10

THE STEP REGION %STEP_REGION_NAME% IS REJECTED.

Step region

Activities

owner

(single

 

view)

 

THE BPF INSTANCE "%INST_NAME%" IS FINALIZED.

 

Instance

11

Instance owner

Monitor

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configure and execute Business Process Flows in SAP Business Objects Planning and

7.5 version for the Netweaver platform configure and execute Business Process Flows in SAP Business Objects

4.3 Appendix C – BPF Considerations

We have the following BPF considerations for using Business Process Flows in SAP Business Objects Planning and Consolidation 7.5, version for SAP NetWeaver with SP00. These considerations can be categorized into three categories namely sizing, BPF template and BPF instance.

Considerations regarding sizing restrictions

 

Up to 1 million step regions per BPF instances can be defined. The step regions can be calculated as a product of the number of steps and number of regions.

Up to 1 thousand steps per BPF template/instance can be defined.

Up to 100 BPF templates per appset can be defined.

Up to 24 BPF instances per BPF template can be allowed

Considerations regarding BPF templates

 

The controlling application governs both the time dimension for BPF instances and the available dimensions for step regions.

We have to define the BPF instance identifier separately and it will not default to the current view

Considerations regarding BPF instance

The end-user can use ‘reopen’ in the user interface to reset a BPF instance step.

Only end-user tasks are available to define a BPF and not administrative tasks.

The first step will always be opened, regardless of how the opening criterion for the step is defined in the BPF template.

Reopen function is available only for the prior step than the current one. Hence the last step of a process can’t be reopened once that step is completed.

We can deactivate and archive a BPF instance to manage the display of active and inactive BPF instances.