Situation Handling is a feature designed to improve user efficiency by bringing critical issues to your attention at the right time.
When managing supplier invoices, for example, it helps by providing timely alerts and actionable insights for invoices that are blocked for payment. This results in smoother workflows and reduced processing times for your financial operations.
The business user experience is enhanced as you can focus on crucial tasks without needing to constantly monitor such cases manually.
Examples for critical events are:
For G/L Accountant:
- GR/IR Deviation Exceeds Threshold
- GR/IR Clearing Processor was changed
For Payable Accountant:
- Cash discount as risk
- Blocked invoice due soon
For Cash Manager:
- Bank Account Revisions to Be Activated
- Payment Reject
Watch the following video to jump directly into a business scenario:
Benefits of Situation Handling
The following are the main benefits of Situation Handling:
- Inform dedicated users proactively.
- Collect, monitor, and analyze situation related data.
- Optimize and automate standard tasks.
Frameworks
Situation Handling can be managed using the following two frameworks:
- Situation Handling – Standard Framework
- Situation templates delivered by SAP
- Monitoring situations
- Situation Handling – Extended Framework
- Custom-created situations
- Situation templates delivered by SAP
- Handling of error and warning messages from system runs and reports
- Monitoring situations
These two frameworks can be used in parallel.
Available Situation Handling Templates
You can find a list of all available situation handling templates here:
SAP S/4HANA Cloud: Use Cases for Situation Handling | SAP Help Portal
SAP S/4HANA: Use Cases for Situation Handling | SAP Help Portal
In this training course, we look at the capabilities and applications of the Standard Framework. You learn how to configure the following situations tailored to your needs in supplier invoice management: