SAP Knowledge Base Article - Public

3317895 - How to Create Workflow Rule Based on Sales Order Approval Process

Symptom

You would like to create a workflow rule based on sales order approval process.

Environment

SAP Business ByDesign

Reproducing the Issue

  1. Go to Application and User Management - Workflow Rules
  2. Click New button
  3. Enter a Description and Business Object as Sales Order 
  4. Click Add Group
  5. Under Field Approval Status is not there

Cause

In Sales Order there is no Approval Status field available.

Resolution

You can use Lifecycle Status instead of Approval Status to trigger workflow notification.

  1. Go to Application and User Management - Workflow Rules
  2. Click New button 
  3. Enter a Description and Business Object as Sales Order
  4. Click Next
  5. Click Add Group
  6. Under Field select Lifecycle Status and click checkbox Value Before Object Change
  7. Maintain Compare Operator as Equal to and Value In Preparation
  8. Click Ok
  9. Click Add Group
  10. Under Field select Lifecycle Status
  11. Maintain Compare Operator as Equal to and Value Open
  12. Click Next and add the details as required
  13. Click Next and Activate. 

In this case workflow notification will be triggered for the sales orders with status changed from In Preparation to Open.

Keywords

WorkFlow Rule not working; Notification; , KBA , AP-SLO , Sales Order Processing , Problem

Product

SAP Business ByDesign all versions