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What Is SAP Flexible Workflow? Setup, Scenarios and Benefits

What is SAP Flexible Workflow

SAP Flexible Workflow is a workflow model that lets business process specialists configure condition-based approval workflows for sourcing, procurement and finance documents through predefined SAP Fiori apps, without needing a developer or a workflow builder. It sends notifications to approvers through Fiori and email so they can approve, reject, or send documents for processing.

Flexible Workflow expands SAP Business Workflow, enhancing its accessibility, reach and flexibility to suit growing cloud-based innovation needs. This guide explains what SAP Flexible Workflow is, its scenario types, how it compares to classical workflows, and the steps to configure it.

What Is Flexible Workflow in SAP?

SAP Flexible Workflow is a general function that aims to simplify workflow configurations. It lets you create a condition-based flexible workflow for sourcing and procurement approval processes. Teams also use it to approve procurement documents such as purchase requisitions, purchase orders, requests for quotations, or supplier invoices in Sourcing and Procurement.

For example, in a typical approval process for a purchase order: any PO over €2,000 requires manager approval, and any PO over €6,000 requires two levels of approval.

Flexible workflow enables business process specialists to build workflows using predefined workflow scenarios and tasks. This means flexible workflows stick to the same principles as classical workflows but development teams can build them with the SAP Fiori application, without development tools.

What Are the Advantages of Flexible Workflow?

Flexible workflows are based on predefined application objects such as activities, workflow scenarios, and step and start conditions. With the Manage Workflows application, your business process professionals can model workflows according to business needs through predefined objects and integrated functions.

Teams customize flexible workflows through scenarios that they create and adapt to their process needs without development work. Key users can also change and edit these scenarios themselves, without needing developers. Teams can configure process flows, assign recipients, or set initial conditions. Custom workflows are defined through the Fiori app, and the approval action also takes place in the same environment. Flexible workflow supports many options for determining approvers and lets you specify when a workflow step should trigger based on a condition. You can define one-step or multi-step approval processes depending on your requirements. Compared to classical workflows, flexible workflows carry lower costs.

What Are Flexible Workflow Scenario Types?

Flexible workflows fall into two categories: standard flexible scenarios and custom (special) flexible scenarios.

Standard Flexible Scenarios

To meet approval flows, SAP offers many classic workflow templates for processes such as purchase request approval and invoice approval. SAP offers similar flexible workflow templates for standard approval flows in SAP S/4HANA and has created help documents for the correct implementation of these templates. Standard flexible scenarios are a non-coded or low-coded option for the SAP S/4HANA system. Business process professionals can quickly configure and go live with these standard scenarios when they need an approval flow for standard transactions.

Custom Flexible Scenarios

Standard templates sometimes cannot fulfil every scenario. In such cases, SAP offers the flexibility to create custom scenarios where the requesting party fills in data and sends it for approval. The approving party checks and approves the data, and after approval, the data transfers to SAP. These transactions do not have a standard template because they answer a special need. Teams create the workflow templates in SAP Fiori with the Manage Workflows application.

Classical Workflow vs Flexible Workflow: What Is the Difference?

The table below summarizes the main differences.

Aspect
Classical Workflow
Flexible Workflow
Setup
Requires SAP Business Workflow builder and technical knowledge
Configured through predefined objects, mostly no-code or low-code
Structure
One large, often complex workflow
Reusable scenarios combined into versatile, shorter workflows
Trigger
Fixed process logic
Condition-based; a step only fires when its precondition is met
Who can change it
Requires a developer
Key users can adjust scenarios without a developer
Typical cost
Higher, due to development effort
Lower, due to configuration-based setup

Classical workflows are the classic workflows SAP offers, created using a workflow builder; they are also known as simple workflows or workflow templates. A classic workflow requires technical knowledge of SAP Business Workflow and is less flexible when you need to change workflow processes.

Flexible workflows are reusable templates that build versatile, customized workflows in different sequences instead of one single, complex workflow. Triggering depends on a condition being met, which makes structuring business process flows easier. Teams configure the conditions and process flow for the resulting workflows through the Fiori Manage Workflow application.

How Are Flexible Workflows Used for Purchase Requisitions?

Flexible workflow supports one-step or multi-step approval processes; depending on requirements, teams can assign one or more approvers to each step for purchase requisitions. Approvers of the defined approval process can be assigned by role, or assigned to teams as well as individuals depending on the system's needs. Using the My Inbox app, approvers can approve or reject the process work items. SAP approves purchase orders automatically if no workflow is defined for the process, so flexible workflow is what gives you control over the approval process. Approvers get notified through the SAP Fiori launchpad or by email about new work items, and purchasers get informed by email whether SAP approved or rejected their purchase order.

For more detailed information about flexible workflow, you can contact our SAP Fiori consultants by filling out the form on our "Contact" page.

SAP Fiori Consultancy

What Steps Should You Follow to Configure Flexible Workflow for Purchase Orders?

  • Perform the workflow customizing activities.
  • Create the approvers, and manage teams as the approvers of the work items.
  • Define the people who are responsible for the accounting objects.
  • Define the logic, the custom fields, and the preconditions for the start and the steps of the workflow.
  • Determine the workflow scenario, approvers, the approval steps and their order, and activate the workflow.
  • Translate the texts and content you created for the workflow.
  • Configure the email notifications that go to approvers and requesters, and maintain the email templates.

Along with the configuration, you can optionally transport the workflow from quality to production, troubleshoot workflow errors and issues, and update the recipients.

Purchase Order Flexible Workflow Scenarios

How Do You Use Manage Workflows for Journal Entry Verification?

With this app for finance, you can build workflows for your business needs and activate them. In this app, you define preconditions to start a workflow for journal entries and currency adjustments. For verification, you can create, edit and activate workflows, and you can also define the step sequence and exception handling, such as when a workflow ends.

What Is the Maintain Email Templates App?

The Maintain Email Templates app lets you define email templates so you can arrange custom emails tied to your flexible workflow, without needing any development. Users also get notified about work items via email along with Fiori launchpad notifications. You create custom templates through this tool, where you define subject and body text and create language-specific variants. To write the content of the email dynamically, you use parameters; since the tool fully supports HTML, users can view the request in their inbox directly and dynamically through the hyperlink in the email.

Maintain Email Templates

Benefits of Flexible Workflow

  • Instead of creating one large, complex workflow, you can design several flexible workflow scenarios for a procurement document.
  • Preconditions let you start a process and decide whether a workflow step is appropriate.
  • You can specify the steps the approver should take for each operation.
  • Flexible workflow supports parallel approval for any of the steps.
  • You can specify what should happen next when the approver rejects the work item, through exception handling.
  • Flexible workflow supports push notifications.
  • It integrates with the SAP-recommended Fiori My Inbox application.

What Should You Check Before You Configure Flexible Workflow?

  • Flexible workflow covers sourcing, procurement and finance documents through predefined scenarios; it does not replace every classical SAP Business Workflow use case.
  • Confirm whether a standard flexible scenario already covers your approval process before you invest time in a custom scenario.
  • Plan your approver roles and teams before go-live, since a missing workflow definition means SAP approves the document automatically without any check.

Frequently Asked Questions

What is the difference between SAP Business Workflow and Flexible Workflow?

SAP Business Workflow (classical workflow) needs a workflow builder and technical knowledge to change. Flexible workflow uses predefined scenarios that key users configure and adjust through Fiori apps, without a developer.

Can business users change a flexible workflow without a developer?

Yes. Key users can create, adjust and activate flexible workflow scenarios through the Manage Workflows Fiori app, including preconditions, approvers and process flow.

What happens if no workflow is defined for a purchase order?

SAP approves the purchase order automatically when no workflow is defined for that process. Flexible workflow is what gives you control over the approval step.

Does flexible workflow support multi-step approvals?

Yes. You can define one-step or multi-step approval processes and assign one or more approvers to each step, depending on your requirements.

Conclusion

SAP Flexible Workflow lets you build condition-based, configurable approval workflows for procurement and finance documents through SAP Fiori, without a developer for most standard scenarios. Check whether a standard scenario fits your process before building a custom one. For support with your flexible workflow configuration, contact MDP Group.


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