How to Enable Special Processing

Within this guide you are going to learn how to enable the upgraded special processing within Matrix42.

CONTEXT

  • We assume that the current order management workflows with 'registration' processing are used.
  • We want to enable 'registration' based processing for special items.

STEPS

  1. Install the RootITUp.OrderManagement.Processing.Special.Data configuration project
  2. Install the RootITUp.OrderManagement.Processing.Special.Layout
  3. Disable the deletion of Ud_SpecialRequisition, Ud_SpecialRequisitionSoftwarePosition, Ud_SpecialRequisitionHardwarePosition by excluding them within the action Deleteobjects
  4. Configure the action UD_SpecialRequestPosition_Decline to only be eligible for procurement users
  5. Configure the action ud_special_requisition_goods_receipt to only be eligible for procurement users
  6. Update the Decision Maker Roles within the Approval - RootITup Special Booking workflow to match your needs for the individual services
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  7. Configure the dialogs ADM Special Requisition Dialog., ADM Special Requisition Software Position Dialog and ADM Special Requisition Hardware Position Dialog to only be eligible for procurement users.
  8. Configure the "#Sonderbestellung" services
    1. Set the approval workflow to Approval - RootITUp Special Booking
    2. Set the service type to Hardware or Software
    3. Set the provisioning workflow to Provisioning - RootITUp Booking Special Processing with the self service portal form Ud_SpecialRequisition
    4. Set the SAP S4/Hana purchasing group to 011 for hardware and 012 for software

Updated on 10 Mar 2024