Working with Process Maps

Objective

After completing this lesson, you will be able to outline the capabilities of Process Maps in SAP Business One, Web client

Process Maps

In this lesson, you'll learn how Process Maps transform the way you navigate and execute business processes. You'll learn to leverage predefined process maps for Quote to Cash and Procure to Pay workflows, enabling more efficient sales and purchasing operations at your fingertips.

The training covers essential skills including searching and filtering process maps, as well as viewing, editing, creating, and managing custom process maps. You'll understand how process map steps and data align with user authorizations, ensuring secure and appropriate access to business tasks.

SAP Business One, Web Client Predefined Process Maps

While predefined process maps cannot be modified directly, you'll learn how to duplicate and customize copies to meet your specific business requirements, allowing you to build upon proven workflows while maintaining the integrity of standard processes.

How to Manage Process Maps

In this video, you’ll learn about how to create, customize, and manage process maps in SAP Business One Web Client using predefined Process Maps (Quote to Cash, Procure to Pay) or building custom Process Maps using a dedicated designer.

For more information, see the Process Maps | SAP Help Portal

Summary

  • Access process maps through SAP Web Client homepage
  • Access predefined maps (Quote to Cash, Procure to Pay) and custom maps
  • Create custom maps by choosing Create or Duplicate, with options to add, remove, or reorder steps
  • Configure step properties by selecting Type (Create/Manage), business object and view options
  • Save maps with labels, activation status, and homepage display preferences
  • Manage user authorizations