SAP Knowledge Base Article - Public

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

Symptom

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.

Environment

 SAP S/4HANA Cloud

Reproducing the Issue

Cause

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.

Resolution

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

Keywords

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

Product

SAP S/4HANA Cloud 2308