SAP Knowledge Base Article - Public

3390118 - Create and release PBD with the same user in the flexible workflow - S/4HANA Cloud


When using "Manage Preliminary Billing Document Workflows" app to release Preliminary Billing Documents, it is expected that the same user would be allowed to create a PBD and then subsequently be able to release it.


 SAP S/4HANA Cloud

Reproducing the Issue


It is standard system configuration that the system does not allow to create and release PBD for the same user ID in the approval workflow.


By design - if the recommended authorization restrictions have been applied - the billing clerk has no authorization to approve the created PBD.

As you can see at SAP Help - Approval Statuses and Authorizations -> "Authorizations", different settings are applies for the Creator (Billing Clerk) and for the Approver.

In order to allow the creator of the PBD to also have an approval role, you can combine the restriction, adding additional permissions for the approval requester. (Note that assigning multiple business roles to a business user increases the risk of overriding existing authorizations.)

In the 'Maintain Business Roles' app, maintain the restrictions for the 'Sales Organization and Billing Type for Approval Management' restriction type as follows:

  • Sales organization: Unrestricted write access for the sales organizations for which the approver is responsible
  • Billing type: Unrestricted write access for all billing types for which the approver is responsible

Please ensure that the role also has the 'Sales - Billing Inbox' (SAP_SD_BC_MYINBOX_PC) business catalog assigned to the approver. This enables the approver to access and use the My Inbox app correctly.

For general information about maintaining restrictions, see How to Define Authorizations Based on Restrictions.

See Also


authorization, restriction, billing clerk, PBD, Approval Statuses, Maintain Business Roles, Sales Organization and Billing Type for Approval Management, approver, Sales - Billing Inbox, SAP_SD_BC_MYINBOX_PC, My Inbox, Preliminary Billing Document, Workflows , KBA , SD-BIL-IV-2CL , Processing Billing Documents (Public Cloud) , Problem


SAP S/4HANA Cloud 2308