Explaining Responsibility Management

Objective

After completing this lesson, you will be able to explain Responsibility Management

Responsibility Management for SAP S/4HANA

Responsibility Management for SAP S/4HANA

For SAP S/4HANA applications, there is the need to uniformly and centrally determine the person or entity who could be held responsible for completing a particular task or activity. The recommended most flexible and most common way to offer configure recipient options is via Responsibility Management (RM) Artifacts. This allows the usage of Teams, Teamfunctions, and agentrules. In addition, it also enables the (cloud) customer to extend the existing rules via an extension implementation (BAdI). Depending on the attributes of a task, task type or activity type, entities (such as org, cost center, IO, plant, stock location), and the scenario, the determination of responsibles (agents) is performed. The integration of responsibility management enables the customer to define own teams, team functions and rules as part of the system configuration. These entities are automatically exposed via the scenario as agent rules and can be used to define the recipients for a particular activity. This feature is available in the Manage Workflows, Workflow Component, and Manage Workflow Templates apps.

Responsibility management is integrated by exposing agent rules, team functions, and teams defined in the responsibility framework depending on the S/4HANA release.

Responsibility Management in earlier releases - prior to 1909

To enable this feature for the scenario, a Team Category has to be defined in the Properties group of the Control tab. A Team Category defines the use case for the scenario, and therefore the eligible agents. Team functions defined for the Team Category will be always provided for the definition of a workflow. If the Exposure of teams checkbox is set, the defined Team entities (for the particular Team Category) will also be exposed. If available and exposed, the Team Functions and Teams will be selectable in the role drop-down of the step details while defining a workflow step in the SAP Fiori application (for example, Manage Workflows, Workflow Component, and Manage Workflow Templates).

Enablement of RM is also possible for previously delivered scenarios. For this use case, the Activate Unified Responsibility Management button is visible in the Properties section of the Control tab. The activation of RM can't be undone; therefore, it is recommended to generate a new version of the scenario before performing this action (outside the flexible block definition in the Scenario MenuGenerate Version).

The figure shows a screenshot displaying the team category and callback classes in the flexible block.

The figure shows a screenshot displaying the team category and callback classes in the flexible block.

RM functionality in SAP S/4HANA Cloud or SAP S/4HANA on premise at design time and runtime is only active if the WF_UNIFIED_RESPONSIBILITY_MANAGEMENT feature toggle is active for the client (and user) in the system. As of S/4HANA Cloud 1808 or S/4HANA OnPrem 1809 the framework is only used if the feature toggle WF_UNIFIED_RESPONSIBILITY_MANAGEMENT is active for the client (and user).

S/4HANA CE1902 and beyond

As of S/4HANA Cloud, public edition 1902 or S/4HANA OnPrem 1909 the feature toggle was removed and unified responsibility management functionality is active by default. (The fields in the control tab are no longer visible; the mapping of the team category to a scenario, and if desired the exposure of teams, must be done in responsibility management via the view cluster RSM_VC_CNTXT_AGENTRULE_MAP_S).

The customizing can be launched directly from the Agent Rules Tab in the scenario builder (click on the Rule-Button). See Screenshot below.

screenshot of Agent rules tab in the Scenario Editor

Corresponding SAP Fiori apps

The figure shows the entry screen of the Manage Teams and Responsibilities app.

The figure shows the entry screen of the Manage Teams and Responsibilities app.

Features in the Manage Teams and Responsibilities app

Listing team members with their function:

  • One Team for each range of responsibility – depending on the process type (for example, Procurement or BAM) and a responsibility definition.

  • Multiple assignment of business users to various teams.

  • Various functions per team member.

Responsibility Determination

For many business areas, responsibility determination is irrelevant along the line or organizational structure. When responsibility can be defined, business objects are not always reflected in the organizational structure. Because it was historically cumbersome to make changes, the organizational structure was complex to manage. With the Manage Teams and Responsibilities app, you can define the correct contact for various contexts to address tasks and activities with the working structure.

Business Benefits are:

  • Increase the flexibility to organization and functions required as a matrix to determine responsibility.

  • Simplify approval process to reflect real business needs to determine responsible person in complex of organization structure.

  • Give central capability to enable application scenarios to determine the correct responsible person for a task or activity.

  • Save time and cost to avoid the cumbersome process to change an existing organization structure to adopt dynamic approval processes.

  • Enable the responsible person uniformly and centrally to complete a task or activity.

  • Support determination of the correct recipients for their functionalities via workflow.

Business Use Cases in S/4HANA Cloud Workflow are:

  1. Approval Processes in Finance.

  2. Approval Processes in Sourcing and Procurement.

  3. Approval Process in Sales.

  4. Approval Process in Human Resources.

  5. Dynamic Process Routes in Engineering.

For each of these uses cases several scenarios are available.

Agent determination use cases with RM

Actual we support three different kind of use cases.

  1. Use of a whole Team and the team members as agents
  2. Use of Roles leveraging functions defined and assigned to team members
  3. Use rules for agent determination, for example, Manager of an employee

For the first use case you need to create the team in a staged environment with the exact same technical name

Extensibility options

RM offers a possibility to extend Agent determination. You can extend standard rules and also build custom responsibility definitions and functions. Therefor the apps "Manage Responsibility Rules" and "Manage Responsibility Contexts" are available as well as enhancement spot RSM_ES_STATIC_RULE. There you define the responsible agents over a BAdI-Implementation. In "Manage Responsibility Context" a standard rule can be extended with a custom rule and BAdI implementation is called during runtime.

Apps for extending agent determination with responsibility management

IMG Path is Cross Application Components -> General Application Functions -> Responsibility Management

SAP Responsibility Management service

This is a corresponding service that runs on SAP Business Technology Platform and manages responsibilities for roles and teams.

How to Configure Agent Determination with Teams and Responsibilities

In this demonstration, the trainer will demonstrate the steps of the following exercise. So, for the steps and data of this demonstration, refer to the Configure Agent Determination with Teams and Responsibilities exercise.

Configure Teams and Responsibilities

Business Scenario

Note

In this exercise, when a value or an object name includes ##, replace ## with the number that your instructor assigned to you.

Task 1: Enable the Maintain Employee App

Steps

  1. Enable the Maintain Employee App.

    1. In the App Finder search for the Maintain Employees tile.

      App Finder, Personalize My Home
    2. Hit the pushpin to add the tile to your group.

      App Finder, Maintain Employees title

Task 2: Create an Employee

Steps

  1. Create an Employee.

    Use the following data:

    FieldValue
    Employee ID<one of your choice>
    First Name<one of your choice>
    Last Name<one of your choice>
    Valid from<today's date>
    Valid to31.12.9999
    E-Mail<one of your choice>
    UserTRAIN-##

    1. Go back to your group.

    2. Click the Maintain Employee tile in your group.

    3. Enter the data from the table above.

      Maintain Employee, Create Employee
    4. Choose Create Employee.

    5. Enter the data from the table above.

      Note

      Do not add a business partner number in the Business Partner field!

      Create Employee Data
    6. Choose Save.

Task 3: Build a Team

Steps

  1. Build a team.

    Use the following data:

    FieldValue
    NameMy Team ##
    TypeDummy

    1. Choose New Team.

      Create Team
    2. Enter the details.

      Enter Teams Details
    3. Add your newly imported employee as team member.

      Select Business Partner, Add your newly imported employee as team member.
    4. Save.

    5. This is the result:

      New team created

Task 4: Use Your Team in Manage Workflow

Steps

  1. Use your team in a workflow scenario.

    1. Execute transaction SM34. Find viewcluster RSM_VC_CNTXT_AGENTRULE_MAP_S.

    2. In viewcluster RSM_VC_CNTXT_AGENTRULE_MAP_S, insert your scenario. The following figures describe the required steps.

      New Entries, Overview of Added EntriesPrompt for workbench requestResponsibility Rule to Team Category Mapping
    3. Activate.

  2. Use your team in Manage Workflows.

    1. Start the Manage Worklows tile.

    2. Enter the data.

      Manage Workflows
    3. Choose Save.