SAP Knowledge Base Article - Public

3249054 - How to trigger Preliminary Billing Document workflow


Customer is creating a Preliminary Billing document via the 'Manage Project Billing' application, but the workflow for Preliminary Billing documents is not being triggered.



Reproducing the Issue

  1. Go to 'Manage Project Billing' application, select project and 'Prepare Bill'.
  2. Click on 'save', Billing document request shows
  3. Click on 'Create Preliminary Billing Document' and then 'create'.
  4. The Preliminary Billing Document is created, but no workflow is initiated.


Customer must ensure that all workflow conditions set matches with their BAdI implementation. If the BAdI sets an approval request reason, there must be at least one active workflow with matching starting conditions (for example, both the BAdI and the workflow start condition must specify that only documents with a net value over USD 5,000 are relevant for approval). Otherwise, the BAdI may put documents into approval, but no workflow will ever send them to a designated approver.

See Also

Manage Preliminary Billing Document Workflows

How to Set Up Approval Workflows for Preliminary Billing Documents


workflow, billing, preliminary billing document, manage preliminary billing document workflow, SD-BIL-IV, BAdI, F4274 , KBA , SD-BIL-IV , Processing Billing Documents , How To


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