PROCESS DIRECTOR User Guide for SAP GUI 7.2
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Posting via an SAP transaction ................................................................................................... 33
Linking a document to an existing SAP document ..................................................................... 33
Reversing a document ................................................................................................................ 34
Displaying external data .............................................................................................................. 34
Using workflows ........................................................................................................................... 35
Starting a workflow ...................................................................................................................... 35
Adding and removing processors ............................................................................................... 37
Recalling a workflow ................................................................................................................... 38
Recalling Accounts Payable documents ..................................................................................... 39
Viewing workflow status .............................................................................................................. 40
Approving documents ................................................................................................................. 40
Approving line items .................................................................................................................... 41
Rejecting documents .................................................................................................................. 41
Forwarding documents ............................................................................................................... 42
Sending and answering queries.................................................................................................. 43
Processing workflows in the SAP Business Workplace.............................................................. 44
Changing personal settings ........................................................................................................ 45
Customizing the display .............................................................................................................. 45
Assigning substitutes .................................................................................................................. 49
Reference ...................................................................................................................................... 52
Application Toolbar icons ............................................................................................................ 52
Keyboard shortcuts ..................................................................................................................... 54
Requisitions .................................................................................................................................. 56
Creating a requisition document ................................................................................................. 56
Entering header data .................................................................................................................. 56
Entering line items ...................................................................................................................... 57
Entering account assignments .................................................................................................... 61
Saving a document ..................................................................................................................... 62
Goods Receipts ............................................................................................................................ 63
Creating a goods receipt ............................................................................................................. 63
Processing goods receipts .......................................................................................................... 64
Canceling goods receipt ............................................................................................................. 65
Financial Postings ........................................................................................................................ 66
Creating a financial posting ......................................................................................................... 66
General Ledger Account Postings .............................................................................................. 68
Customer Postings ...................................................................................................................... 71