SAP Customer Workflow & Compliance
Promenta’s SAP Customer Master Workflow solution enables a web based, audited and reportable process for customer master creation, changes and extensions. S4 HANA Business Partner and SAP ECC.
Easy to use for both singular and mass data processes.
Customer Master Workflow – Video
Benefits At a Glance
> Multi-Team, Web-Based Data Entry and Approval Workflow
> High Data Integrity
> Duplication Prevention
> Process Audit & Reporting
> SOX 404 Compliance
> Track & Report Process Duration
> Centralized Support Documentation
> Create, Change, Extend, Block/unblock
> Singlular and Mass Data processing
> Web Browser & SAP Fiori Mobile Approvals
> SAP Certified Solution, S/4 HANA and SAP ECC
> LEARN MORE! – Book a 30 minute demo or schedule a free trial
Promenta’s SAP Customer Master Workflow is a web-based, audited, and reportable solution, enabling automation, compliance and control for all customer master processes. It deploys and runs inside SAP ECC or S/4 HANA and integrates with your existing SAP rules, transactional validation and security model. Promenta works with a fully validated virtual customer record, including external attachments, which is then cleanly created in SAP when all multi-team data entry and approvals are in place. A high level of data integrity is ensured, at every stage of the process, through transactional simulation. Flexible approval routing is possible at multiple approval levels. All SAP customer fields are supported. Book a demo to find out more about SAP Customer Workflow!
Why Promenta SAP Customer Workflow?
- Digitize all SAP Customer Master activity
- Automate SAP Customer Master Workflow with a multi-team, streamlined, compliant web based process
- Create, change, extend, block, unblock
- Powerful customer search capability and duplication checking
- Highly configurable user interface enabling your exact Teams and Fields within the process
- Multiple customer attachments can be included in requests (saved in SAP against Customer Account)
- Full update simulation against SAP rules, before each team can submit/approve the request
- Flexible workflow routing capability using any meaningful field in the request (Account Group, Company Code, Sales Organization, Country etc.)
- Automatic update in SAP on final approval
- Ability to setup approval substitutes and forward requests
- Email notifications and “team inbox” capability
- Comprehensive audit and real-time process reporting (including process ageing by team)
- Ability to remove all powerful SAP transaction codes from end users
- Promenta runs 100% inside your own SAP ECC or S/4 HANA system (SAP Certified Partner Product). No cloud or external server integration required.
SAP Customer Workflow – Audited & Reportable Approvals
The Promenta SAP Customer Workflow solution comes with built in workflow software, which is highly configurable to accommodate your own rules. Workflows route automatically to designated data maintainers and approvers, according to meaningful fields in the request such as account group, company code, sales organization (and more). Approvers are notified by email and can also access their own personal inbox to maintain data and/or approve requests. Where applicable, approvers can set up substitute approvers when they are out of office and forward requests to authorized colleagues.
SAP Workflow Approval Routing Rules
The workflow routing rules – sometimes called the approval matrix – defines who your approvers are according to your process. Promenta allows you to define anything from very simple one-step approvals to multi-team, multi-step, multi-level approvals, based on all kinds of data. We will collaborate with your project team to ensure a smooth translation of your exact workflow routing needs and Approval Groups, into our Promenta SAP Customer Workflow configuration tool. When this has been defined, Promenta has a powerful SAP based transaction, which gives full audited control to your own in-house teams, to assign users in and out of your designated Approval Groups.
SAP Customer Workflow – Reporting
Promenta provides a comprehensive customer process reporting capability delivering full transparency on all customer master activity. Your process controllers and sales support teams will know exactly which customer requests have been fully approved, updated and completed and which are still pending approval and update in SAP. In addition to customer process reporting Promenta provides a real-time reportable audit trail of all users who have approved or rejected a specific customer request, providing all the information that your auditors require to prove you are running a well-planned and controlled process. All of this real-time reporting is available securely from within your SAP system itself.
SAP Customer Workflow Compliance
SAP Customer Workflow Compliance
SAP Customer Workflow compliance is often a key driver for our clients in implementing Promenta, which enables a consistent, rule based, controlled process for all SAP Customer Master changes. Promenta enables compliance in these key areas:
- End to end, fully audited, customer data entry and approval process, with full audit trail preserved inside Promenta, within SAP. All users involved in requesting and approving the customer request are audited and are fully reportable from within SAP using Promenta reporting tools
- Enforcement of segregation of duties (SOD), whereby a requester cannot approve their own request, unless of course the rules allow it, for specific pre-defined types of request
- Only authorized SAP users who are allowed to make requests can do so for specific parts of the business
- Opportunity to remove all powerful SAP transaction codes from end users in your SAP system, supporting Sarbanes Oxley (SOX) compliance initiatives