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xSuite Cube Installation Guide

"Task Settings per Record Type" activity (XI Documents)

/WMD/BC_SPRO → xSuite Business Solutions → Workflow → Invoice → XI Documents

Here you can set the individual workflow steps for each company code and also for each record type. If no adjustments are made in this table, the standard settings will apply.

Column

Description

CoCd

Company code for which the setting made to the dialog steps is to apply

If. Appl

The Interface program for which the setting made to the dialog steps is to apply

RecordType

Interface record type for which the setting made to the dialog steps is to apply

Obj. Type

xSuite application

Dialogmode

The dialog step of the workflow task

EMode

Edit mode for conversion block

Authorization to edit in the accounting stamp. Here you can determine whether adjustments can be made in the item lines of the accounting stamp. This is particularly important for MM invoices, as it allows you to specify which item types adjustments can be made for:

  • Read-only = Read only, no adjustments possible.

  • All items = All items in the accounting stamp can be adjusted.

  • GL items only = Only G/L account items can be adjusted.

  • PO items only = Only order items can be adjusted.

Syn.meth.

Method for synchronizing the accounting stamp with the SAP document

This determines which synchronization method is used:

  • No synchronization = There is no synchronization with the SAP document.

  • Synchronize if blank = If the accounting stamp is blank when the workflow task is called, it is populated with values from the SAP document.

  • Always = The accounting stamp is populated with the SAP document values each time the workflow task is called. In this case, all existing values will be overwritten.

The accounting stamp is only synchronized if the output "Save" has been selected in the steps "Select inspector" and "Select inspector line item" or if the output "OK" has been selected in one of the inspection tasks (e.g. factual inspection).

Trans.meth.

Method for transferring values from the accounting stamp to the SAP document. Here it can be determined whether and under which conditions the content of the accounting stamp is transferred, after the tasks "Select approver" and "Select line-item approver" have been left with the exit "Save" or in one of the verification tasks (e.g. factual verification) with the exit "OK":

  • No transfer = There is no transfer to the SAP document.

  • Manual transfer = The content of the accounting stamp is transferred manually to the SAP document.

  • Manual transfer, save as complete = The content of the accounting stamp is transferred manually to the SAP document. In addition, the SAP document is saved as complete and receives the SAP status "parked complete".

  • Automatic transfer = The content of the accounting stamp is automatically transferred to the SAP document.

  • Automatic transfer, save as complete = The content of the accounting stamp is automatically transferred to the SAP document. In addition, the SAP document is saved as complete and receives the SAP status "parked complete".

Roles for manual User Selection

This and the following parameter determine role and level for the function Select Approver.

Release levels for man. User Selection

This and the previous parameter determine role and level for the Select Approver function.

Function Code to be performed on Load

This function code controls the first function that is executed when the document is loaded.

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