Streamline your sales order workflow for Quality Assurance

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Hello friends this is Ganesh hope you're doing great happy to learn together in this video we are going to learn workflow with the help of a scenario called sales order change so while designing this sales order change workflow so we are going to learn few new things like a condition step and trigger a workflow with a condition previous example we triggered a workflow for a purchase order change but it's a wide open we didn't add any condition there so today we're going to add a small condition for the sales order change and uh we're going to uh learn about a workflow container what is a use of workflow containers and how to populate uh email with a dynamic values so my subject should be uh email change or email for sales order change I need a sales order number and I need some sales order informations in my body of my email so these are things which we are going to learn uh today and uh this is a way which I is proposed to learn a workflow workflow along with a scenario then slowly we'll learn different types of steps different type of containers and so on Unfortunately today my rental system is not working properly most of the transactions are getting dump while change anything in the sales order or a purchase order or material I try even production order change also I tried to uh show a test for this particular workflow session but unfortunately I'm it's it's not happening I tried some changing some quotes also some break point I skip the code but unfortunately nothing works so it's happening quite long so I don't want to wait until the systems uh it's it's behaving properly so what I'll do was I will show you how to create this particular scenario along with the conditions workflow container variable and everything then you do the testing once the system is back here I will add a small video uh which shows the test uh screens of particular workflow okay so hope that works for you when you can try your own system you'll get the results uh hope you might understand how we can able to uh create along with this options okay let's get into the slides first so first thing which we are going to learn is we're going to create a workflow uh starting condition or trigger point with the conditions and then uh a small idea about what the workflow container the container name itself you must understand there is a place you can keep whatever you want so here we are doing uh technically the workflow design so maybe I I need some variable I need some business objects to be keep it in the workflow container I can use it in my design time and run time also it may be used so so those kind of details we going to save it in the container level and we have different types of container workflow we'll see quite later and a new Step which we are going to learn today is condition so previously we learned uh how to trigger a workflow and the email condition email step and today we're going to learn a condition if condition if the condition is true what is the next step if it is false what is the next step and how to populate the values dynamically in your email subject and body of your email okay so now the next one is about the conditions we'll see one one by one and this is the place where we triggered or we configured the business objects especially to trigger and workflow so previous example we used um I think 2012 2012 for purchase order change here is 2032 for sales order and there is a button in the third column called condition so once you click the condition button you will get a you will get this kind of popup so here most of things we not going to write a code so it's kind of a dialogue interaction mostly so here um you have some options operator logical things and you have place to add values for your exprs and everything and this is the place where you can able to see uh what are the conditions you have added to trigger a workflow so this is coming under the container level so or you can have a system Fields also Bas on the date based on the user I want to get it so those things you are able to get it over here and by default the container has uh its own elements or parameters you can add your own also okay and this is a place where you can add the condition so this is the triggering area and along with that I'm I just added two more conditions if the sales or is th000 and distribution channel is 20 then only trigger a workflow Whenever there is a change sales okay and the next one is workflow container so if you double click if you want to create anything inside the workflow container there is a option called create just double click the option it will open a window it has four different um tabs the first one is what do you want to create either you want to create a business object or you want to create a structure and Fields or you can create a variable which refers this particular data element okay or data type and there's a properties tab which enables you what do you want with what you're going to do with this particular object or data variable whether it's import or export or you want to make this mandatory those information available under properties initial values you know about that if you want to pass any initial values go ahead with this option change data is nothing but the log when this gets created who changed it those information available in the particular Tab and um one more Point here is uh Sy is a system variable by default all the developers knows and if you want specific system variables for workflow you have a structure called wfs y s make use of it and by default you will get a element for your workflow container and the element symbol you might understand these are changing like Import and Export is a changing parameter these are import parameter and okay so this is export parameter this is sorry this is import parameter this is export parameter okay so those informations are available if you want to create your own information just double click this create you will get the previous window and about the step condition uh this is a symbol to symbol to add a step condition in your workflow design and once you double click it takes you to the different um window and here you can add what the step name and here before this this is a condition already made it before condition you say click here to add a conditions if you click again you'll get a window there you can add what kind of conditions you want and if the condition is true what what is the next step just a name you have to give and on top of it you can create the next step so if it is a true just a name is send an email if it is a false do nothing kind of and um this is the email Dynamic values this is my email and email subject so here I added a value so here itself you can notice so uh in sap script or smart form if you want to retrive the value from a variable you have to use within double within ambon right so the same format you're going to use it here is not uh typed it it actually if you select any variable from a window it automatically uh form a statement like this ambon and the variable whatever we selected so same thing is happening here so here it's it's a little lengthy one don't worry about it this is a name which I used to create a workflow container with a name so that names here Dot and what uh variable you want to be displayed sales or document number so it's this is one and net value is less than net value probably this is also one of the variable which I created in um workflow container and here uh email the body I'm going to use the value from the business object so s so is a business object I can say allies name here this is just a variable it's not coming under business object just a direct variable and this is the V this is the value is coming under the I want exactly the net value of the sales order so I'm using it so the idea is if you want to have any Dynamic values in your email body and subject make use of this options and how to get it where to get it this is the one this is called expression buttons so if you click this expression button you'll get a window it has everything whatever container you whatever variables or objects you created on the container you will get it just go there double click you will get it very easy and The Binding so binding is a is an important potion over here here so binding enables the visibility of your particular variable between the containers okay uh even without binding the variables are visible you can there once the you create a sorry variable in a container it's available in a different containers so okay make it very simple we have different containers in workflow we have a workflow container we have a task container we have some more okay we going to take only these two for the scenario what is a task container email is a task okay so every task has its own container now uh the value to be available uh between workflow container and task container because I have created a variable which is in the workflow container but the variable is available throughout the workflow so in task container also yes the variable is available but not the value so if you want the value to be available between the containers The Binding plays a major role so if there is a binding available between the containers yes values are able to transfer between those if it is no binding no values still you're able to access the variable okay so a simple example I always prefer is create uh these kind of two different containers and create a variable in your workflow container use it in your task container and remove the binding then see what will happens once you remove the binding you know you won't get any issues you won't get any syntax error but you won't get the values also this is for your understanding so binding plays a major role between these two okay so what else yeah that's it so let's uh get into the system and try to create the workflow um workflow along with all these options um I I I hope the system might ready but not sure if it is not ready just test it from your end okay and if you any questions please let me know let's get into the system so this is a system let's go to SDS wdd create a new one save it first CJ workflow uh change so this is uh we have already seen this place the new thing we going to learn from here is workflow contain so this is a place you can switch from step to workflow container you can see the default elements and uh there is the option to create if you want anything to keep it in your overflow container do this it'll be used in your design as as runtime and these are the steps it's fine we are not going to touch this now so first step I'm going to create the trigger option so go to basic settings or basic data and uh it it takes okay uh the same abbreviation is fine so I just make this release status as released start events and uh we going to use the business object and that is 2032 okay 2038 let's check it out sales yeah 2032 only 2032 and event is going to be changed changed okay so now the third column is condition start condition defined just click this window you will get a window like this where you can able to see The Operators logic and technically we call it as variable whatever it is okay just a variables it carries the value based on the value only we going to able to create the conditions so here you have a constants if you want to add a parenthesis yes you can able to use it and uh this is because of the remote system you not able to see both in a single screen so whenever I'm going to select it automatically goes down so every time I have to use um the scroll to just see whether it's happening correctly or Not by default you can see choose the expression operator field is empty Expression 2 is empty and anr these are the options all shows as a disabled mode it's fine now you're not able to type it over here so you have to double click automatically that will be filled so now what I'm going to do was I'm going to have uh this is the what do you call um business object which we added and here I'm going to use sales organization and distribution channel for my conditions just double click so every time you have to double click and come down yes you can see sales order do salesorder do sales organization it's fine just here operation just click um the place and just click this operation equal make sure yes yes it's done and the next one is here Expressions so Expressions you can have another variable also so simply I just double click this one just ignore what is the value just so here you can able to use it a variable for a dynamic Expressions okay or if you want a constant so make sure as a blue Mark is nothing but the selected place so c um make sure that is a way where you're going to change the values okay so keep the cursor or make sure it's a blue Mark and go here you can say s021 this is one of the sales or available here just enter make sure before going to the next step make sure you are you formed the first condition perfectly yes it's done and I need a end operator keep the cursor and go little up and just come down yes it's placed so next one so this Arrow helps you what is the next you're going to do okay so next I'm going to use um distribution Channel jnel yes operator equal and place the constant as 10 so the condition is ready now so whenever there is a change in the sales order it will check the sales order belongs to the sales or distribution Channel then only it will allow to generate the workflow otherwise no so this is a basic condition along sorry basic step along with the condition so continue okay this needs to be added in uh customizing request just add it okay so all fine and it's in green Mark so this is active this is done now save it okay go to steps so condition is ready now means the triggering is ready along with the condition now I'm going to add a step called condition before going that I want some to be created in my workflow container one is the business object to be used because business object I want to use it in my email so that needs to be available in my container first and then the variable simple variable I'm going to add it just create it and first variable so workflow variable H value value value okay so this is a variable so I'm going to use the last option for data element so this is the data element okay continue okay one more thing I forgot just come here right click so here you can see there's no Import and Export because there's no Arrow Mark just click change go to properties so so I want to import some values over here and initial values is going to be 100 okay continue let's play around nothing big deal and one more thing I want to create a business object for sales so sales underscore Bo sales Bo please ignore my spellings subject and here you're going to use b32 okay and properties I'm going to use import only and okay so if you see just come down so you have two um variables or work area whatever it is you have two elements technically you have two elements in your workflow container meaning you have two custom elements in your workflow container so now I'm going to add a step between uh before creating an email um change here go to steps so step name condition yeah here add it yeah because in remote is little tough to just double click or right click create so give a name um value check something like that and here you can see click here to create a new condition just create it just click it uh similar window where you can see the operators logical and everything and here you have a container your own container and these two values are available so just double click this value so net value is less than less than and here 250 so by default uh because it has initial value so this value is 100 100 less than 250 yes so I'm not just making a simple conditions so if you want to make more Dynamic just add one more variable and values going forward we can see how we can get the value outside of the workflow for this particular variable okay so continue so it shows here what is the value so if this value is true so just give a name what is that uh if it is true send email or nothing okay done so this is a task okay sorry this is not a task I'm sorry okay so uh the condition is ready now this is a step it's ready so nothing and send email so here just drag and drop so email I'm going to send email for sales order I need a sales order now number here so click this button and I want a sales order number sales document here sales order number got changed okay and in the body the SES order so here also you have the same expression buttons here this is expression button insert expression and uh I want the sales document and actual value what is the actual value I want it's from the net value so here it is now I want to add the condition value if it is required okay simply I want to add everything that's what I'm just making one more uh making kind of scenario [Music] um say projected value so here I want um my own variable so here n value it's there save it okay so continue this is the task so task is email TS task email okay continue so here The Binding plays a major role so again one more time go inside and go to control mostly The Binding exists by default whatever you create it already exists this is the task container so go here you can see uh your S Sales S Sales B to sales B so this is this is the workflow this is the task okay yeah so there is a binding available so you can test it once you test this if you get a variable you get the email along with the sales number and everything come here and remove the Bing so once you remove this binding then test it what happen is you will get everything but not the sales order value because the binding between your containers workflow and task is not available okay so if you want to add a binding this is little painful okay so here the F4 sales Po and F4 sales view okay done can continue and continue like yeah save it so this is the workflow so fully which we created it it will I I'm activating it's activated so it created with the condition there is one more condition this you can able to add it over here but I want to show you how the condition works we can use this condition more going forward and if the condition is true there is an email if not nothing and then workflow completed okay let's try to test it uh not sure whether it's working now let's see V 02 D eight enter while saving and getting a dump uh let's see this 200 I'm change to 20 save it oops nope some uh errors even it's it's related under the standard I'm trying I'm seeing something they trying I don't don't know whether they're fixing it or still it's going a different way no idea so just try this portion just test it uh hopefully it'll work I think I didn't miss any step so if it is any issues just try to just check your uh workflow um log where it is get breaks so you can come to know um what needs to be corrected in your workflow design okay so one minute yeah condition I added Emil ma along with the dynamic and workflow container yep everything's fine so once the system is up I will just make a small video by quickly running this workflow with the different uh options in the sales order sales order and distribution Channel whether it's it's getting uh exactly what we are expecting as a output so uh thank you so much play around more on this we'll see more videos going forward thank you so much for your time and see you in the next video bye