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ERP項(xiàng)目組內(nèi)部培訓(xùn)-WorkFlow
基礎(chǔ)知識(shí)篇(一)2010年08月13日ERP項(xiàng)目組內(nèi)部培訓(xùn)-WorkFlow
基礎(chǔ)知識(shí)篇(一)20概要Unit2
OrganizationalStructure組織架構(gòu)Unit1Introduction工作流介紹Unit3
WorkflowTemplates工作流模板Unit4
BusinessWorkplace業(yè)務(wù)工作臺(tái)概要Unit2OrganizationalStructuIntroduction工作流介紹Unit2
OrganizationalStructure組織結(jié)構(gòu)Unit1Introduction工作流介紹Unit3
WorkflowTemplates工作流模板Unit4
BusinessWorkplace業(yè)務(wù)工作臺(tái)Introduction工作流介紹Unit2OrganIntroduction工作流介紹Content內(nèi)容1.WhatisSAPBusinessWorkflow?
什么是SAP業(yè)務(wù)工作流2.IntroductiontoWorkflowTerminology
介紹工作流術(shù)語3.AdvantagesofUsingWorkflow
運(yùn)用工作流的優(yōu)點(diǎn)Introduction工作流介紹Content內(nèi)容Objectives目標(biāo)1.DescribeSAPBusinessWorkflowconcepts描述SAP業(yè)務(wù)工作流的概念2.OutlinethecircumstancesunderwhichSAPBusinessWorkflowcanbeusedeffectively描述什么樣的情況下能有效地使用SAP業(yè)務(wù)工作流3.DefinethebasicSAPBusinessWorkflowterminology
解釋基本的SAP業(yè)務(wù)工作流術(shù)語Introduction工作流介紹Objectives目標(biāo)Introduction工作流介Introduction工作流介紹GoalsofReorganizingBusinessProcesses使用工作流達(dá)到的目標(biāo):增加流程的透明性,增加雇員的職責(zé),關(guān)注客戶的興趣,更高效的管理,關(guān)注流程的最終結(jié)果。Introduction工作流介紹GoalsofReoIntroduction工作流介紹Coversallaspectsoftheprocess流程涵蓋的各個(gè)方面TheProcessflowitself(Business)業(yè)務(wù)流程本身ThePeopleinvovled(Organization)流程涉及的人員Theeffects(ProcessInformation)流程結(jié)果SAPBusinissWorkflowIntroduction工作流介紹Coversalla■AWorkflowManagementSystemfacilitatesthe
electronicprocessingofstructuredprocesseswhich:IncludearangeofactivitiesAlwaysoccurinasimilaroridenticalformInvolveseveralpeopleordepartmentsRequireahighdegreeofcoordination■WorkflowManagementSystemscontrolprocessesaccordingtoapredefinedmodelandareespeciallysuitedtostructuredorganizations■工作流管理中,一些結(jié)構(gòu)流程符合:流程包括一系列的活動(dòng),流程是相似的或者相同的,需要多個(gè)人員或者部門的高度的協(xié)調(diào)性
■工作流管理通過預(yù)先定義的模板和合適的組織架構(gòu)控制流程Introduction工作流介紹WhatProcessesareParticularlySuitableforSAPBusinessWorkflow?■AWorkflowManagementFaster,simpleraccesstoinformation快速,簡(jiǎn)單的訪問信息Administrativetasksarelessdemanding對(duì)管理任務(wù)有更少的要求Processesareeasiertolearnandunderstand
流程更簡(jiǎn)單易學(xué),易懂Introduction工作流介紹Workflow:AdvantagesforEndUsersFaster,simpleraccesstoinfoFlexibleinchangingofprocessesOrganizationalstructure流程,組織架構(gòu)的靈活變化Introduction工作流介紹WorkflowBenefitsforManagementBettercontrolofinformationofdeadlinesofservicelevelsofprocessingcosts對(duì)信息,最后期限,服務(wù)水平,流程花銷等有更好的控制Introduction工作流介紹WorkflowBenIncreaseproductionClearingbacklogDistributionofinformationandwork:
Everyusergetshisworklistautomatically
fromthesystemSpeedupprocessesyouwillgetcashdiscountmoreoftenbetter/quickerreactiontoerrorsCustomersaremoresatisfiedprocessesaremorequicklyfinishedbetterinformation
flow增加生產(chǎn):及時(shí)清空積壓,每個(gè)用戶從系統(tǒng)中自動(dòng)獲得工作項(xiàng)加快流程:經(jīng)常獲得折扣,對(duì)錯(cuò)誤信息的快速反應(yīng)顧客的滿意度增加:流程更快速的完成,更優(yōu)化的流程信息Introduction工作流介紹Workflow:AdvantagesforEnterprisesIncreaseproductionIntroductioSimplydocumentmanaging,Standarde-mailandgroupwarealthoughWorkflowusesboth!Datadistributionacrossmultiplesystems:EDI/ALEisusedforthispurpose,butWorkflowcansupportthisoption!ScreensequencemanagementwithinatransactionManagementoftemporarydataManagementof“onetime”processesAtooltofillfunctionalitygaps!Introduction工作流介紹WorkflowIsNot!!!簡(jiǎn)單文件,標(biāo)準(zhǔn)的e-mail和groupware,工作流只能運(yùn)用這些信息。不能對(duì)這些文件進(jìn)行管理數(shù)據(jù)跨系統(tǒng)的分配:EDI/ALE能跨系統(tǒng)傳遞數(shù)據(jù),但是工作流不能。通過事物代碼對(duì)屏幕的一系列操作進(jìn)行管理管理臨時(shí)的數(shù)據(jù)執(zhí)行一次流程的管理補(bǔ)充SAP功能的工具(如果一個(gè)FC不能直接執(zhí)行,那么用工作流就不能執(zhí)行這個(gè)FC)Simplydocumentmanaging,StandToStreamlineaBusinessProcess
使業(yè)務(wù)流程的效率更高效EnsureCorrectBusinessProcessesareFollowed
確保執(zhí)行正確的業(yè)務(wù)流程FormallyDefineandImplementaBusinessProcess更加嚴(yán)謹(jǐn)?shù)拇_定和執(zhí)行一個(gè)業(yè)務(wù)流程Introduction工作流介紹SAPBusinessWorkflow’sPurposeToStreamlineaBusinessProceObjectAgentTaskRoleStepEventWorkflowWorkitemBusiness
WorkplaceSAPBusinessWorkflowTerminologyIntroduction工作流介紹ObjectAgentTaskRoleStepEventWoFiveQuestionsforEachPartofaBusinessProcessWhoShould?DoWhat?WithWhatObjects?When?InWhatOrder??Introduction工作流介紹FiveQuestionsforEachPartoInWhatOrder?ConsistsofstepsCanbetriggeredbyevents工作流由步驟組成,并由事件觸發(fā)WorkflowDefinitionControlstheBusinessProcess通過工作流模塊來控制業(yè)務(wù)流程Introduction工作流介紹InWhatOrder?ConsistsofstepWhat?Activity/TaskExecuteaTransactionExecuteaReportExecuteaFunctionModuleRunaRoutineinanExternalSystemUpdateaSpreadsheetDocumentgenerationUserdecisionautomaticcontrolstepsEventIntroduction工作流介紹活動(dòng)或任務(wù):執(zhí)行一個(gè)事物、一個(gè)報(bào)表、一個(gè)函數(shù)模塊,運(yùn)行一個(gè)外部系統(tǒng)的程序,更新一個(gè)電子數(shù)據(jù)表等文件生成用戶決定自動(dòng)控制步驟What?Activity/TaskEventIntroduWhatandwithWhatObject:ObjectTypeExampleSAPBusinessObjecttypesInvoiceRequisitionMaterialArchiveddocumentsEDImessages(IDocs)DocumentsfromPCofficeapplicationsObjectMethods(DoWhat?)Post(theinvoice)Approve(therequisition)Change(thematerial)Display(theimage)Introduction工作流介紹SAP業(yè)務(wù)對(duì)象:發(fā)票,申請(qǐng),物料,歸檔文件,電子數(shù)據(jù)交換信息,PC應(yīng)用中的文件對(duì)象方法(對(duì)對(duì)象進(jìn)行的操作):開(發(fā)票),同意(申請(qǐng)),修改(物料),顯示(文件)WhatandwithWhatObject:SAPWhoTasksand‘PossibleAgents’Introduction工作流介紹
WHO:ToDecidewhoShouldReceiveaWorkItemandPerformaTaskAlistofpossibleagentsisrequiredforatask.Thislistcontainstheemployeesinyourenterprisewhoareauthorizedtoreceivethisworkitem.Theactualrecipientsoftheworkitemaredeterminedatruntime.YoudonothavetohaveHRfortherelationshipswithorganizationalobjects.ThefunctionsareprovidedwiththeBasissystem.誰:決定誰收到代辦事項(xiàng)并執(zhí)行任務(wù)一個(gè)任務(wù)需要一系列可能的代理人。這些人包括企業(yè)中有權(quán)收到該待辦事項(xiàng)的雇員。在工作項(xiàng)執(zhí)行時(shí)決定實(shí)際的收件人。WhoIntroduction工作流介紹WHO:TWHEN?out-
come3out-
come1out-
come2EventOutcomeshowsthewariousresultsofastepTellstheworkflowthatsomethinghashappenedWorkflowcanbestarted(triggeringevent)Stepcanbeended(terminatingevent)WaitstepforreactingtoaneventSteptypeEventcreatorIntroduction工作流介紹工作流何時(shí)啟動(dòng),何時(shí)觸發(fā),何時(shí)審批,何時(shí)結(jié)束顯示一個(gè)步驟的不同結(jié)果WHEN?out-
come3out-
come1out-
Introduction:SectionSummaryActiveflowofinformationtotherightpeopleattherighttimeintherightformatintherightquantityABetterReturnonInformationIntroduction工作流介紹一個(gè)激活的流程信息:在正確的時(shí)間,以正確的方式,以適當(dāng)?shù)臄?shù)量,發(fā)給正確的人。更好的結(jié)果信息Introduction:SectionSummaryAOrganizationalStructure組織架構(gòu)Unit2
OrganizationalStructure組織架構(gòu)Unit1Introduction工作流介紹Unit3
WorkflowTemplates工作流模板Unit4
BusinessWorkplace業(yè)務(wù)工作臺(tái)OrganizationalStructure組織架構(gòu)UnContents:內(nèi)容OrganizationalManagement組織架構(gòu)的管理HRSetUpHR的建立SimpleMaintenance
簡(jiǎn)單維護(hù)Positions
職位OrganizationalStructure組織架構(gòu)OrganizationalStructureContents:OrganizationalStructAttheconclusionofthisunit,youwillbeableto:在這部分結(jié)束,將學(xué)到:SetupanOrganizationPlan
建立一個(gè)組織架構(gòu)ConnecttheOrganizationPlantoaworkflow
組織架構(gòu)和工作流的連接OrganizationalStructure組織架構(gòu)UnitObjectivesAttheconclusionofthisunitTheworkflowsystemfindstheagentsoftheindividualtasksbyevaluatingtheorganizationalplan
工作流系統(tǒng)通過評(píng)估組織架構(gòu)找到每個(gè)任務(wù)的代理人Youmustlookforoptionsonhowtorelateeachsteptoyourorganization
找到怎樣連接工作流的每個(gè)步驟與組織架構(gòu)的方法HRhascreatedacurrentorganizationalstructureofyourcompanyHR已經(jīng)在企業(yè)中創(chuàng)建好了一個(gè)組織架構(gòu)Youmustbuildtheconnectionfromthisorganizationalstructuretoyourworkflow必須建立組織結(jié)構(gòu)和你的工作流的一個(gè)連接OrganizationalStructure組織架構(gòu)OrganizationalStructure:BusinessScenarioTheworkflowsystemfindstheOrganizationalStructure組織架構(gòu)OrganizationalPlanSAPHRTerminologyusingajobadvertisementinanewspaperasanexample利用報(bào)紙上的一個(gè)職位招聘廣告解釋SAPHR術(shù)語OrganizationalStructure組織架構(gòu)OrIntegrationoforganizationalmanagementTaskdistributionaccordingtoresponsibility:
Linkingtaskswithpossibleagentsondescriptionlevelorientedto“jobs”Dynamictaskdistributionatruntime:
DeterminationofrecipientsbasedoninformationfromthecontextoftheworkflowandtheobjectsprocessedActivedeterminationofthe“correct”recipientsandprovidingthemwiththeinformationrequiredHighdegreeoftransparencyofbusinessprocessesandtheirresponsibilitiesOrganizationalStructure組織架構(gòu)IntegrationofOrganizationalManagement組織管理的一體化根據(jù)職責(zé)對(duì)任務(wù)進(jìn)行分配:以職務(wù)為導(dǎo)向連接任務(wù)和可能的代理人;運(yùn)行時(shí)動(dòng)態(tài)分配任務(wù):依據(jù)工作流的背景和對(duì)象流程信息決定收件人;活動(dòng)或者任務(wù)決定正確的代理人并提供給他們想要的信息業(yè)務(wù)流程和職責(zé)的高度透明性IntegrationoforganizationalOrganizationalStructure組織架構(gòu)ExampleforanOrganizationalChart部門內(nèi)部的業(yè)務(wù)流程和跨公司的業(yè)務(wù)流程OrganizationalStructure組織架構(gòu)ExOrganizationalStructure組織架構(gòu)BasicHRDefinitionforWorkflowInOrganizationalManagement,SimpleMaintenanceenablesyoutoquicklycreateyourinitialorganizationalplan.YouonlycaterforThebasicobjectsandtheirrelationships.在組織管理中,簡(jiǎn)單維護(hù)能快速的創(chuàng)建一個(gè)基本的組織結(jié)構(gòu)。這只符合最基本的目標(biāo)和關(guān)系。OrganizationalStructure組織架構(gòu)BaOrganizationalStructure組織架構(gòu)CreatinganOrganizationalPlaninSimpleMaintenance(earlierrelease
)CreateOrganizationalUnit,CreatePositions,AssignTasksOrganizationalStructure組織架構(gòu)CrOrganizationalStructure組織架構(gòu)NavigationOverviewObjects:organizationalunits,persons,jobs,positions,tasks,usersUsethesearchareatolocateobjects.Searchalsoviarelationshipswithotherobjectsandsoreresultsas‘favorite’variants.Resultsofsearchappearhereforselection.Double-clickdesiredobjecttobringitintoOverviewArea.Seeoverviewineitherlistmodeorasatreestructure.Double-clicktoreachfurtherobjectcharacteristicsinDetailArea.IntheOverviewareayoucanswitchbetweentheoganizationalstructureandthestaffingplanofoneorganizationalunit.CharacteristicsoftheobjectinOverviewAreacanbemaintainedhere.Tabstripsidentifyandgroupsimilardata.OrganizationalStructure組織架構(gòu)NaOrganizationalStructure組織架構(gòu)UndoChangescannotbeundoneoncethedatahasbeenstoredinthedatabase.OrganizationalStructure組織架構(gòu)UnOrganizationalStructure組織架構(gòu)PositionsPositionsarespecifictoyourorganization.Multiplepositionsmayperformsimilarjobtasks.Eachpositiontypicallyrepresentsoneemployee,butmaybepartiallyfilledbymorethanone.職位在組織架構(gòu)中是具體的,但是職務(wù)不是。多個(gè)職位可以執(zhí)行相同職務(wù)的工作。每個(gè)職位下面掛一個(gè)人,但是也有一個(gè)職位下掛好幾個(gè)人的情況。OrganizationalStructure組織架構(gòu)Po事務(wù)碼:PPOCE創(chuàng)建一個(gè)新的根組織單元,然后創(chuàng)建一個(gè)子級(jí)別的組織單元,或者創(chuàng)建一個(gè)職位。OrganizationalStructure組織架構(gòu)Release4.6B:CreatingaPosition
事務(wù)碼:PPOCE創(chuàng)建一個(gè)新的根組織單元,然后創(chuàng)建一個(gè)子級(jí)別Jobsareindependentofprganizationalunits.Positionsareconnecteddirectlytoanorganizationalunit.OrganizationalStructure組織架構(gòu)Release4.6B:CreatingaNewJobJobsareindependentofprganiRelease4.6B:AssigningaUserOrganizationalStructure組織架構(gòu)把創(chuàng)建好的職位分配給具體的人Release4.6B:AssigningaUserOrganizationalStructure組織架構(gòu)AssignmentWorkflowTasks-OrganizationalObjects注意:一個(gè)用戶被定義成可能的代理人,才可能在工作流運(yùn)行時(shí)收到待辦事項(xiàng);通過任務(wù)維護(hù)分配工作流任務(wù)給組織對(duì)象是最好的方法。OrganizationalStructure組織架構(gòu)AsOrganizationalStructure:UnitSummaryIntegrationoforganizationalManagementintoSAPBusiness
WorkflowSAP業(yè)務(wù)工作流中的組織架構(gòu)的一體化管理Transparencyofbusinessprocessesandtheirresponsibilities
業(yè)務(wù)流程和職責(zé)的透明性Dynamictaskdistributionatruntime執(zhí)行時(shí)動(dòng)態(tài)分配任務(wù)Highflexibilitywithregardtoorganizationalchanges組織架構(gòu)改變的高度靈活性O(shè)rganizationalStructure組織架構(gòu)OrganizationalStructure:UnitUnit2
OrganizationalStructure組織架構(gòu)Unit1Introduction工作流介紹Unit3
WorkflowTemplates工作流模板Unit4
BusinessWorkplace業(yè)務(wù)工作臺(tái)WorkflowTemplates工作流模板Unit2OrganizationalStructureWorkflowTemplates工作流模板WorkflowTemplatesContents:
內(nèi)容Workflowtemplatesinapplications
工作流模板的應(yīng)用Workflowandtemplatedocumentation工作流和模板文件WorkflowTemplates工作流模板WorkflAttheconclusionofthisSection,youwillbeableto:在這部分內(nèi)容中,將學(xué)到:Findworkflowtemplatesusingthestructuresearch
通過結(jié)構(gòu)搜索查找工作流模板Callworkflowtemplatehelpdocumentation
查找工作流模板幫助文件SpecifythestepsforadaptinganSAPworkflowtemplate
描述SAP工作流模板的各個(gè)步驟WorkflowTemplates工作流模板WorkflowTemplates:UnitObjectivesAttheconclusionofthisSectWorkflowTemplates工作流模板SAPDeliveredWorkflowTemplatesStructureSearch與模板有關(guān)事務(wù)碼:模板創(chuàng)建:PFTC_INS模板修改:PFTC_CHG模板顯示:PFTC_DIS模板復(fù)制:PFTC_COP模板刪除:PFTC_DELWorkflowTemplates工作流模板SAPDeWorkflowTemplates工作流模板SAPDeliveredWorkflowTemplatesDocumentationWorkflowTemplates工作流模板SAPDeWorkflowTemplates工作流模板FI:ApprovalofParkedDocumentsWorkflowTemplates工作流模板FI:AppWorkflowTemplates工作流模板MM:PurchaseRequisitionApprovalWorkflowTemplates工作流模板MM:PuWorkflowTemplates工作流模板HR:NotificationofAbsenceWorkflowTemplates工作流模板HR:NoWorkflowTemplates工作流模板AdaptingTemplatesIdentifybusinessprocesstobesupportedbySAPBusinessWorkflow
以SAP業(yè)務(wù)工作流為支撐確認(rèn)業(yè)務(wù)流程Configuretheworkflowruntimeanddevelopmentsystem
配置工作流的運(yùn)行和開發(fā)環(huán)境Selecttemplatethatcorrespondstoyourrequirements
根據(jù)需求選擇合適的模板Createorganizationalplan
創(chuàng)建組織單元Definepossibletaskagents
確定可能的任務(wù)代理人Linktaskstotheorganizationalplan
任務(wù)和組織架構(gòu)的連接Activateeventlinkageforyourworkflow
激活工作流的事務(wù)連接(事務(wù)連接事務(wù)碼:SWETYPV)WorkflowTemplates工作流模板AdaptiWorkflowTemplates工作流模板BusinessProcess‘LeaveApproval’WhensomeonecreatesanotificationofabsenceProcess:DepartmentheaddecideswhethertoapproverequestIfapproved,requestisreleasedbyHRCreatorcancancelatanytimeIfnotapproved,requestcreatordecidestowithdraworchangeIfrequestistobechanged,itisreturnedtocreatorforupdateScenarioisrepeatedifchangesaremadeGainmanagementandenduserapprovalbeforecontinuing!WorkflowTemplates工作流模板BusineWorkflowTemplates工作流模板UseTemplate1.Assignagents2.Activaterelevantevents3.Adaptinformationtext
I.Usingtemplatewithoutenhancement
Ⅱ.Configureatemplate1.Changeagents2.Maintaininformationtexts3.Scheduledeadlinemonitoring一.運(yùn)用一個(gè)沒有增強(qiáng)的模板:分配代理人,激活關(guān)聯(lián)的事件,編寫文本信息二.配置一個(gè)模板:修改代理人,維護(hù)文本信息,設(shè)定最后期限監(jiān)控WorkflowTemplates工作流模板UseTeWorkflowTemplates工作流模板ConfiguringaTemplatefromtheIMGEachtemplatefromtheImplementationGuiderequiressomeapplication-specificCustomizing
每個(gè)模板都需要滿足用戶的某些特殊需求Workflowscenariodocumentationtellsyouwhatconfigurationisrequired
工作流的實(shí)際業(yè)務(wù)流程告訴我們模板需要根據(jù)需要修改Stepsaredifferentforeachtemplate
每個(gè)模板的步驟都是不一樣的StepsareinthesectionoftheIMGwhereyoucarryouttheapplicationconfiguration
執(zhí)行模板的步驟時(shí)需要根據(jù)需求修改WorkflowTemplates工作流模板ConfigUnit2
OrganizationalStructure組織結(jié)構(gòu)Unit1Introduction工作流介紹Unit3
WorkflowTemplates工作流模板Unit4
BusinessWorkplace業(yè)務(wù)工作臺(tái)BusinessWorkplace業(yè)務(wù)工作臺(tái)Unit2OrganizationalStructureBusinessWorkplace業(yè)務(wù)工作臺(tái)BusinessWorkplaceContents:內(nèi)容:UseofBusinessWorkplace使用業(yè)務(wù)工作臺(tái)BusinessWorkplace業(yè)務(wù)工作臺(tái)BusineBusinessWorkplace業(yè)務(wù)工作臺(tái)BusinessWorkplace:ObjectivesAttheconclusionofthissection,youwillbeableto:
在這部分內(nèi)容中,將學(xué)到:UsethefeaturesandfunctionalityoftheBusinessWorkplaceforworkflowactivityandmonitoringofworkitems利用業(yè)務(wù)工作臺(tái)的特性和功能執(zhí)行工作流活動(dòng)和監(jiān)控工作項(xiàng)BusinessWorkplace業(yè)務(wù)工作臺(tái)BusineBusinessWorkplace業(yè)務(wù)工作臺(tái)BusinessWorkplace:BusinessScenarioTheend-userinterfaceofaworkflowistheworklistoftheBusinessWorkplace最終用戶界面中的工作流就是業(yè)務(wù)工作臺(tái)中的工作項(xiàng)Youmustaccommodatethedifferentrequirementsfromallusers
要考慮到所有用戶的不同需求Therefore,youwanttolearnaboutBusinessWorkplacehandling因此,首先需要熟悉業(yè)務(wù)工作臺(tái)的操作BusinessWorkplace業(yè)務(wù)工作臺(tái)BusineBusinessWorkplace業(yè)務(wù)工作臺(tái)WorklistasInterfaceforEndUser業(yè)務(wù)工作臺(tái)是SAP業(yè)務(wù)工作流運(yùn)行環(huán)境的一部分。雇員在業(yè)務(wù)工作臺(tái)里面接收到文件和待辦事項(xiàng)。BusinessWorkplace業(yè)務(wù)工作臺(tái)WorkliOverview
treeAutomatic
groupingSpecial
workitemsTaskdescriptionWorkitemtextTips/TricksRelatedobjectsWorkitem
previewWorklistBusinessWorkplace業(yè)務(wù)工作臺(tái)BusinessWorkplaceinR/3(SBWP)Overview
treeAutomatic
groupinExecuteForward(轉(zhuǎn)發(fā))Resubmit(重新提交)Replace(替代)Reserve(保留)DisplayDisplay
attachmentCreate
attachmentBusinessWorkplace業(yè)務(wù)工作臺(tái)BusinessWorkplace-WorklistExecuteForwardResubmitReplaceRBusinessWorkplace業(yè)務(wù)工作臺(tái)WorkItemDisplayNotechnicaldetailscanbeseenAttractiveappearanceandclearstructureimproveacceptancefromusersAttachmentsappearimmediatelyandcanbeviewedbyclickingDescriptionisformattedBusinessWorkplace業(yè)務(wù)工作臺(tái)WorkIBusinessWorkplace業(yè)務(wù)工作臺(tái)TechnicalWorkItemDisplayTechnicalinfocanbeseenDescriptionisnotformatted設(shè)置->工作流設(shè)置->個(gè)人設(shè)置設(shè)置技術(shù)信息的顯示BusinessWorkplace業(yè)務(wù)工作臺(tái)TechniBusinessWorkplace業(yè)務(wù)工作臺(tái)Summary:BusinessWorkplaceFunctions
Workitemfunctions
execute
reserve/replace
setto‘done’
forward
resubmit
deadline
attachments
rejectCollectallinformationandactivitiesintheenvironmentofaworkitem
FurtherfunctionsFurtherinformation
Objectlist
Activitylist
agent
displayhistory
containerinfo
steplog
technicaldata
deadlines
forwarder
priority
attachments
status
furtherobjects;
add
display
deletefromlist
addexecutesetto‘done’delete
WorkitemdescriptionBusinessWorkplace業(yè)務(wù)工作臺(tái)SummarBusinessWorkplace業(yè)務(wù)工作臺(tái)WorkflowLogChronologicalview
oftheprocessShowsallrecipients,
possibleandexcluded
agentsWorkflowlogDetailsforeachstepDetails
sectionGreenlineshows
processprogressGraphic
workflowlogBusinessWorkplace業(yè)務(wù)工作臺(tái)WorkflBusinessWorkplace業(yè)務(wù)工作臺(tái)WorkflowOutboxforStatusTrackingQuickandeasyoverviewofprocessesinvolvedStatusoftasksataglanceImprovedabilitytoanswercustomerinquiries
快速,簡(jiǎn)單的瀏覽涉及的流程看到任務(wù)的狀態(tài)提高解決用戶需求的能力Workitems
you’ve
executedFlowsyou
startedWorkitems
you’ve
forwardedProcessedworkflowsStatusof
StepsObjects
involvedCurrent
agentBusinessWorkplace業(yè)務(wù)工作臺(tái)WorkflBusinessWorkplace業(yè)務(wù)工作臺(tái)DisplayingWorkItemsinDifferentClientsBusinessWorkplace業(yè)務(wù)工作臺(tái)DisplaBusinessWorkplace業(yè)務(wù)工作臺(tái)BusinessWorkplace:SummaryTheend-userinterfaceofaworkflowistheBusinessWorkplace最終用戶界面中的工作流就是業(yè)務(wù)工作臺(tái)中的工作項(xiàng)Differentconfigurationscanbedefinedbytheuser
用戶可以根據(jù)自己的需求自定義配置DifferentUserInterfaceAlternatives(SAPGuiforHTML,SAPGuiforWindows,SAPGuiforJava,MAPIclients)不同的用戶界面的方案(基于HTML的SAP圖形化界面,基于窗口的SAP圖形化界面,基于JAVA,MAPI客戶端的SAP圖形化界面)BusinessWorkplace業(yè)務(wù)工作臺(tái)BusineThankYou!ThankYou!ERP項(xiàng)目組內(nèi)部培訓(xùn)-WorkFlow
基礎(chǔ)知識(shí)篇(一)2010年08月13日ERP項(xiàng)目組內(nèi)部培訓(xùn)-WorkFlow
基礎(chǔ)知識(shí)篇(一)20概要Unit2
OrganizationalStructure組織架構(gòu)Unit1Introduction工作流介紹Unit3
WorkflowTemplates工作流模板Unit4
BusinessWorkplace業(yè)務(wù)工作臺(tái)概要Unit2OrganizationalStructuIntroduction工作流介紹Unit2
OrganizationalStructure組織結(jié)構(gòu)Unit1Introduction工作流介紹Unit3
WorkflowTemplates工作流模板Unit4
BusinessWorkplace業(yè)務(wù)工作臺(tái)Introduction工作流介紹Unit2OrganIntroduction工作流介紹Content內(nèi)容1.WhatisSAPBusinessWorkflow?
什么是SAP業(yè)務(wù)工作流2.IntroductiontoWorkflowTerminology
介紹工作流術(shù)語3.AdvantagesofUsingWorkflow
運(yùn)用工作流的優(yōu)點(diǎn)Introduction工作流介紹Content內(nèi)容Objectives目標(biāo)1.DescribeSAPBusinessWorkflowconcepts描述SAP業(yè)務(wù)工作流的概念2.OutlinethecircumstancesunderwhichSAPBusinessWorkflowcanbeusedeffectively描述什么樣的情況下能有效地使用SAP業(yè)務(wù)工作流3.DefinethebasicSAPBusinessWorkflowterminology
解釋基本的SAP業(yè)務(wù)工作流術(shù)語Introduction工作流介紹Objectives目標(biāo)Introduction工作流介Introduction工作流介紹GoalsofReorganizingBusinessProcesses使用工作流達(dá)到的目標(biāo):增加流程的透明性,增加雇員的職責(zé),關(guān)注客戶的興趣,更高效的管理,關(guān)注流程的最終結(jié)果。Introduction工作流介紹GoalsofReoIntroduction工作流介紹Coversallaspectsoftheprocess流程涵蓋的各個(gè)方面TheProcessflowitself(Business)業(yè)務(wù)流程本身ThePeopleinvovled(Organization)流程涉及的人員Theeffects(ProcessInformation)流程結(jié)果SAPBusinissWorkflowIntroduction工作流介紹Coversalla■AWorkflowManagementSystemfacilitatesthe
electronicprocessingofstructuredprocesseswhich:IncludearangeofactivitiesAlwaysoccurinasimilaroridenticalformInvolveseveralpeopleordepartmentsRequireahighdegreeofcoordination■WorkflowManagementSystemscontrolprocessesaccordingtoapredefinedmodelandareespeciallysuitedtostructuredorganizations■工作流管理中,一些結(jié)構(gòu)流程符合:流程包括一系列的活動(dòng),流程是相似的或者相同的,需要多個(gè)人員或者部門的高度的協(xié)調(diào)性
■工作流管理通過預(yù)先定義的模板和合適的組織架構(gòu)控制流程Introduction工作流介紹WhatProcessesareParticularlySuitableforSAPBusinessWorkflow?■AWorkflowManagementFaster,simpleraccesstoinformation快速,簡(jiǎn)單的訪問信息Administrativetasksarelessdemanding對(duì)管理任務(wù)有更少的要求Processesareeasiertolearnandunderstand
流程更簡(jiǎn)單易學(xué),易懂Introduction工作流介紹Workflow:AdvantagesforEndUsersFaster,simpleraccesstoinfoFlexibleinchangingofprocessesOrganizationalstructure流程,組織架構(gòu)的靈活變化Introduction工作流介紹WorkflowBenefitsforManagementBettercontrolofinformationofdeadlinesofservicelevelsofprocessingcosts對(duì)信息,最后期限,服務(wù)水平,流程花銷等有更好的控制Introduction工作流介紹WorkflowBenIncreaseproductionClearingbacklogDistributionofinformationandwork:
Everyusergetshisworklistautomatically
fromthesystemSpeedupprocessesyouwillgetcashdiscountmoreoftenbetter/quickerreactiontoerrorsCustomersaremoresatisfiedprocessesaremorequicklyfinishedbetterinformation
flow增加生產(chǎn):及時(shí)清空積壓,每個(gè)用戶從系統(tǒng)中自動(dòng)獲得工作項(xiàng)加快流程:經(jīng)常獲得折扣,對(duì)錯(cuò)誤信息的快速反應(yīng)顧客的滿意度增加:流程更快速的完成,更優(yōu)化的流程信息Introduction工作流介紹Workflow:AdvantagesforEnterprisesIncreaseproductionIntroductioSimplydocumentmanaging,Standarde-mailandgroupwarealthoughWorkflowusesboth!Datadistributionacrossmultiplesystems:EDI/ALEisusedforthispurpose,butWorkflowcansupportthisoption!ScreensequencemanagementwithinatransactionManagementoftemporarydataManagementof“onetime”processesAtooltofillfunctionalitygaps!Introduction工作流介紹WorkflowIsNot!!!簡(jiǎn)單文件,標(biāo)準(zhǔn)的e-mail和groupware,工作流只能運(yùn)用這些信息。不能對(duì)這些文件進(jìn)行管理數(shù)據(jù)跨系統(tǒng)的分配:EDI/ALE能跨系統(tǒng)傳遞數(shù)據(jù),但是工作流不能。通過事物代碼對(duì)屏幕的一系列操作進(jìn)行管理管理臨時(shí)的數(shù)據(jù)執(zhí)行一次流程的管理補(bǔ)充SAP功能的工具(如果一個(gè)FC不能直接執(zhí)行,那么用工作流就不能執(zhí)行這個(gè)FC)Simplydocumentmanaging,StandToStreamlineaBusinessProcess
使業(yè)務(wù)流程的效率更高效EnsureCorrectBusinessProcessesareFollowed
確保執(zhí)行正確的業(yè)務(wù)流程FormallyDefineandImplementaBusinessProcess更加嚴(yán)謹(jǐn)?shù)拇_定和執(zhí)行一個(gè)業(yè)務(wù)流程Introduction工作流介紹SAPBusinessWorkflow’sPurposeToStreamlineaBusinessProceObjectAgentTaskRoleStepEventWorkflowWorkitemBusiness
WorkplaceSAPBusinessWorkflowTerminologyIntroduction工作流介紹ObjectAgentTaskRoleStepEventWoFiveQuestionsforEachPartofaBusinessProcessWhoShould?DoWhat?WithWhatObjects?When?InWhatOrder??Introduction工作流介紹FiveQuestionsforEachPartoInWhatOrder?ConsistsofstepsCanbetriggeredbyevents工作流由步驟組成,并由事件觸發(fā)WorkflowDefinitionControlstheBusinessProcess通過工作流模塊來控制業(yè)務(wù)流程Introduction工作流介紹InWhatOrder?ConsistsofstepWhat?Activity/TaskExecuteaTransactionExecuteaReportExecuteaFunctionModuleRunaRoutineinanExternalSystemUpdateaSpreadsheetDocumentgenerationUserdecisionautomaticcontrolstepsEventIntroduction工作流介紹活動(dòng)或任務(wù):執(zhí)行一個(gè)事物、一個(gè)報(bào)表、一個(gè)函數(shù)模塊,運(yùn)行一個(gè)外部系統(tǒng)的程序,更新一個(gè)電子數(shù)據(jù)表等文件生成用戶決定自動(dòng)控制步驟What?Activity/TaskEventIntroduWhatandwithWhatObject:ObjectTypeExampleSAPBusinessObjecttypesInvoiceRequisitionMaterialArchiveddocumentsEDImessages(IDocs)DocumentsfromPCofficeapplicationsObjectMethods(DoWhat?)Post(theinvoice)Approve(therequisition)Change(thematerial)Display(theimage)Introduction工作流介紹SAP業(yè)務(wù)對(duì)象:發(fā)票,申請(qǐng),物料,歸檔文件,電子數(shù)據(jù)交換信息,PC應(yīng)用中的文件對(duì)象方法(對(duì)對(duì)象進(jìn)行的操作):開(發(fā)票),同意(申請(qǐng)),修改(物料),顯示(文件)WhatandwithWhatObject:SAPWhoTasksand‘PossibleAgents’Introduction工作流介紹
WHO:ToDecidewhoShouldReceiveaWorkItemandPerformaTaskAlistofpossibleagentsisrequiredforatask.Thislistcontainstheemployeesinyourenterprisewhoareauthorizedtoreceivethisworkitem.Theactualrecipientsoftheworkitemaredeterminedatruntime.YoudonothavetohaveHRfortherelationshipswithorganizationalobjects.ThefunctionsareprovidedwiththeBasissystem.誰:決定誰收到代辦事項(xiàng)并執(zhí)行任務(wù)一個(gè)任務(wù)需要一系列可能的代理人。這些人包括企業(yè)中有權(quán)收到該待辦事項(xiàng)的雇員。在工作項(xiàng)執(zhí)行時(shí)決定實(shí)際的收件人。WhoIntroduction工作流介紹WHO:TWHEN?out-
come3out-
come1out-
come2EventOutcomeshowsthewariousresultsofastepTellstheworkflowthatsomethinghashappenedWorkflowcanbestarted(triggeringevent)Stepcanbeended(terminatingevent)WaitstepforreactingtoaneventSteptypeEventcreatorIntroduction工作流介紹工作流何時(shí)啟動(dòng),何時(shí)觸發(fā),何時(shí)審批,何時(shí)結(jié)束顯示一個(gè)步驟的不同結(jié)果WHEN?out-
come3out-
come1out-
Introduction:SectionSummaryActiveflowofinformationtotherightpeopleattherighttimeintherightformatintherightquantityABetterReturnonInformationIntroduction工作流介紹一個(gè)激活的流程信息:在正確的時(shí)間,以正確的方式,以適當(dāng)?shù)臄?shù)量,發(fā)給正確的人。更好的結(jié)果信息Introduction:SectionSummaryAOrganizationalStructure組織架構(gòu)Unit2
OrganizationalStructure組織架構(gòu)Unit1Introduction工作流介紹Unit3
WorkflowTemplates工作流模板Unit4
BusinessWorkplace業(yè)務(wù)工作臺(tái)OrganizationalStructure組織架構(gòu)UnContents:內(nèi)容OrganizationalManagement組織架構(gòu)的管理HRSetUpHR的建立SimpleMaintenance
簡(jiǎn)單維護(hù)Positions
職位OrganizationalStructure組織架構(gòu)OrganizationalStructureContents:OrganizationalStructAttheconclusionofthisunit,youwillbeableto:在這部分結(jié)束,將學(xué)到:SetupanOrganizationPlan
建立一個(gè)組織架構(gòu)ConnecttheOrganizationPlantoaworkflow
組織架構(gòu)和工作流的連接OrganizationalStructure組織架構(gòu)UnitObjectivesAttheconclusionofthisunitTheworkflowsystemfindstheagentsoftheindividualtasksbyevaluatingtheorganizationalplan
工作流系統(tǒng)通過評(píng)估組織架構(gòu)找到每個(gè)任務(wù)的代理人Youmustlookforoptionsonhowtorelateeachsteptoyourorganization
找到怎樣連接工作流的每個(gè)步驟與組織架構(gòu)的方法HRhascreatedacurrentorganizationalstructureofyourcompanyHR已經(jīng)在企業(yè)中創(chuàng)建好了一個(gè)組織架構(gòu)Youmustbuildtheconnectionfromthisorganizationalstructuretoyourworkflow必須建立組織結(jié)構(gòu)和你的工作流的一個(gè)連接OrganizationalStructure組織架構(gòu)OrganizationalStructure:BusinessScenarioTheworkflowsystemfindstheOrganizationalStructure組織架構(gòu)OrganizationalPlanSAPHRTerminologyusingajobadvertisementinanewspaperasanexample利用報(bào)紙上的一個(gè)職位招聘廣告解釋SAPHR術(shù)語OrganizationalStructure組織架構(gòu)OrIntegrationoforganizationalmanagementTaskdistributionaccordingtoresponsibility:
Linkingtaskswithpossibleagentsondescriptionlevelorientedto“jobs”Dynamictaskdistributionatruntime:
DeterminationofrecipientsbasedoninformationfromthecontextoftheworkflowandtheobjectsprocessedActivedeterminationofthe“correct”recipientsandprovidingthemwiththeinformationrequiredHighdegreeoftransparencyofbusinessprocessesandtheirresponsibilitiesOrganizationalStructure組織架構(gòu)IntegrationofOrganizationalManagement組織管理的一體化根據(jù)職責(zé)對(duì)任務(wù)進(jìn)行分配:以職務(wù)為導(dǎo)向連接任務(wù)和可能的代理人;運(yùn)行時(shí)動(dòng)態(tài)分配任務(wù):依據(jù)工作流的背景和對(duì)象流程信息決定收件人;活動(dòng)或者任務(wù)決定正確的代理人并提供給他們想要的信息業(yè)務(wù)流程和職責(zé)的高度透明性IntegrationoforganizationalOrganizationalStructure組織架構(gòu)ExampleforanOrganizationalChart部門內(nèi)部的業(yè)務(wù)流程和跨公司的業(yè)務(wù)流程OrganizationalStructure組織架構(gòu)ExOrganizationalStructure組織架構(gòu)BasicHRDefinitionforWorkflowInOrganizationalManagement,SimpleMaintenanceenablesyoutoquicklycreateyourinitialorganizationalplan.YouonlycaterforThebasicobjectsandtheirrelationships.在組織管理中,簡(jiǎn)單維護(hù)能快速的創(chuàng)建一個(gè)基本的組織結(jié)構(gòu)。這
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