3314225 - Approval Process Approver Reporting Line Manager Not Working for Sales Documents

You are working with approval process for a sales document, for example, sales quotes. In this approval process, its work distribution shows "Reporting Line Manager". You expect that, when you submit to approval a sales quote, the approvers would be the managers of the sales organization inside your sales quote header. However, you get a different result and you wonder why this happened.

SAP Cloud for Customer

1. Open the Sales work center.
2. Open the Sales Quotes view (this is applicable to other sales documents).
3. Open Sales Quote ABC (where ABC is the ID of a sales quote) eligible for approval process.
4. Click in the Actions button and select the Submit option.
5. Now select the Approval facet.
6. You expected to see DEF manager(s) of GHI Sales Organization (where DEF are the managers of GHI and GHI is the Sales Organization in the ABC header).

For 'Reporting Line Manager' option of Work Distribution of an approval process, C4C will take as approver(s) the manager(s) of the sales unit that the owner of the sales document belong to.

This is the system current standard behavior. You can check the approver that was selected by the approval process by doing the following:

1. Open the Sales work center.
2. Open the Sales Quotes view (this is applicable to other sales documents).
3. Open Sales Quote ABC (where ABC is the ID of a sales quote) eligible for approval process.
4. Click in the JKL hyperlink (where JKL is the employee in the 'Owner' field of ABC header).
5. Go to the Sales Data facet.
6. You notice MNI (where MNI is a sales organization of JKL flagged as 'Main').
7. Go to the Organizational Management work center.
8. Select the Org Structures view.
9. In the Name column, search for MNI.
10. Click in the the ID hyperlink to open MNI.
11. Go to the Employees facet.
12. In the 'Managers' section, you will see the manager(s) selected for your approval process.

SAP Help Portal Link - Configure Approvers Under Work Distribution

SAP Blog - FAQ for Sales Quotes in SAP Cloud for Customer

KBA 2540377 - FAQ for Sales Quotes

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