Introducing the Processes

Objective

After completing this lesson, you will be able to monitor the activity progress of your process through workflow.

Introduction to Processes

Let’s start – we will access manage processes application. This application enables an user to manage and execute different processes. As we mentioned before, a process represents a business process or a workflow that consists of multiple activities that need to be executed in order to complete the process.

In manage Process, we can either create a new process or copy an existing one. Or you have already a process that is created by your team mates.

Just for this demo purpose we will be copying the Profit Allocation process. Creation of the process will be covered in our Module 2 which is focused on Modeling. We can make more than one copy of the process. And then we will go inside the process by selecting the copied one.

On the Process Screen, first thing that you will notice is the Activities. This section is showing the number of Activities that are linked to this Process. We also have here some important links that will direct you to different screen. When you select this activities Symantec link you will be directed to the Manage Activities screen. On the event log you will be directed to the Event logs screen. Event Logs allows you to access and review important system-generated information which captures events that occurred in the system,.

Two main tabs on this screen are General Information and Activity Links.

In General Information, we have here the Runtime Environment which is the environment where we create the process what we also have here is the Transport process, In transport process, when this is marked Yes, then when the runtime environment is imported in to the next or other tenant this process will also be transported. Now this Is protected option here means that when we transport this process and this Is protected option is marked yes, this process cannot be updated in that other tenant, only on this tenant. And that is added security with your process. Also as an added security option is this Reader and Writer team, Reader team is the team that can only View data thus there are editing and maintaining is not possible. Writer team is the set of people who can write to your process. Or update your processes. We can also monitor here the statuses of the activities in your process such as overdue Activities means that the set activity is past due to the duration that has been set, Active shows the number of activity that is active and ready to be executed by your team members. Inactive show the numb er of Inactive activities, meaning those what are still not yet release for execution. And then confirmed is the number of Confirmed activities and also same goes with the rejected activities. Links here are the number of activity link of this process. This is the number of activities that is also available in the activity link of this process screen. Now if you will notice the activity link is in list form with all the information. If you want to visualize the activity link we have here the Show Process Option. In this Show process Option, this is the diagram of how the activities are linked. This is different from what we have seen from previous slide that is Manage functions. In here what we can see are the activities from which the team members can work, or update in order to complete the process. Aside from the Network we also have the Gantt Chart which shows the activity linkage and the date.

This video will help you getting familiar with Manage Process application. This is the central place to manage, execute and steer different business processes in Universal Modeling.

Processes Statuses

A software interface displaying the Profit Allocation Demo 20241 with details on inactive activities, reader and writer teams, and links to various management activities. Options to edit, delete, and complete are on top.

Now that you're familiar with the Process Screen, let's explore the different statuses a process can have. You find these statuses in the top-right corner of the screen.

1. Reader versus Writer Access

  • Reader Team Members: If you're part of the reader team, you won’t see the edit options, and attempting to activate the process results in an error (for example, Action is forbidden).
  • Writer Team Members: If you have write access as part of the writer team, you can change the status of the process.

2. Activating the Process

  • To release or make the process available for execution, you must activate it.
  • Once activated, the first and second activities are also activated, meaning they are now ready for execution. In this example, Company and Currency Activities are prepared for execution.
  • Before Execution: Users can maintain master data, such as Companies and Ratios, by accessing and adjusting the data if needed. (This is covered in Unit 4 under the Show Screen options.)

3. Process Execution

  • After activation, your team members update and check the status of activities. Once an activity is confirmed, the next activity opens for execution.
  • The details of how activity statuses change are discussed in the next unit.

4. Deactivating the Process

  • If you must deactivate the process, simply select the deactivate button.
  • What happens during deactivation? Deactivating pauses the process chain. Normally, after one activity is completed, the next linked activity is activated. However, when the process is deactivated, the execution of subsequent activities is halted.

5. Resetting the Process

If you want to reset the status of the process and its activities to start from the beginning, use the reset button. This action sets the process and linked activities to Inactive.

6. Completing the Process

To complete the process, click on the complete button. This changes the status of all activities to Completed.

7. Aborting the Process

If, for example, a client decides not to proceed with a certain process, you can abort the process. Aborting sets the process status to Terminated, and all linked activities are marked as Rejected.

Process Statuses Summary

Flowchart steps: Activate - Release activities to users. Deactivate - Disable processes. Complete - Close process, needs reset to reactivate. Abort - Terminate process. Reset - Restore status and activities.

Understanding the different statuses that a process can have is crucial for effective process management within SAP Profitability and Performance Management Cloud. These statuses help you control and manage the lifecycle of each process, ensuring that they are executed and maintained appropriately.

1. Activate

Purpose: Activates or releases a process for end users.

When to Use: This status is applied when the process is fully prepared and ready for execution by end users. Only processes with an active status can be run. Activating a process signifies that it is operational and available for use in the system.

2. Deactivate

Purpose: Deactivates an active process, preventing it from being run by end users.

When to Use: Ideal for processes that are in a template stage or those that have been prepared but are not yet ready to be executed. Keeping the process deactivated ensures that it remains dormant and secure from accidental execution until further action is determined.

3. Complete

Purpose: Closes the process, marking it as finished.

When to Use: This status is applied once the process has been fully executed and no further actions are needed. Completed processes are considered closed and cannot be rerun unless they are reset. Marking a process as complete ensures that it is archived for future reference while no longer being editable or executable.

4. Abort

Purpose: Terminates a process that no longer needs to be completed.

When to Use: This status is used when a process is deemed irrelevant or unnecessary and should be permanently stopped. Aborting a process ensures that it is no longer part of the active workflow and prevents further expenditure of resources.

5. Reset

Purpose: Resets the status of the process and all related activities.

When to Use: This status is applied when there is a need to return the process to its initial state, allowing it to be rerun from the beginning. Resetting is helpful in scenarios where processes must be repeated or adjusted after an initial execution.