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Generated by Jive on 2014-07-11+02:00

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SRM Offline Validation Functionality
The purpose of this document is to understand the functionality of Offline Validation in SRM. In SRM there is an
option for the Business Approvers to process work items related to certain Business Documents like Shopping
Cart, Purchase Order without having to log in to SRM system. The system would send the work items to the
approvers who can then approve it offline rather than having to login to the SRM system. The work items would
be received by the approvers in their respective Microsoft Outlook email account.

Business Scenario

When a Shopping Cart or Purchase Order is created, based on the logic defined in the approval workflow
setup, approvers would be determined and the approval workitems will be routed to them for validation via e-
mail notification.

The mail sent from SRM system would contain Accept or Reject options for the shopping cart or
purchase order validation. The purpose of this solution is to allow users who do not use their integrated inbox
of the SRM system for processing work items and instead provide them with an option to use their usual e-mail
client for validation.

Note: Without taking any action in the e-mail, the approver may still connect to SRM system via the URL Link
provided in the e-mail notification to approve or reject the shopping cart (or even modify some data in the
shopping cart) or the purchase order.

The design of the offline validation functionality can be seen visualized as in the figure provided below

SRM Offline Validation Functionality
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Configuration for the Offline Validation Functionality in SRM

For all the users for whom the offline validation functionality has to be activated the attribute (FORWARD_WI)
Flag: Forward Work Item should be set as "X" through the t-code (PPOMA_BBP).

SRM Offline Validation Functionality
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Also for all the users who wish to receive the work items in their mailbox they need to specify the email address
through SU01 t-code.

Further the report RBBP_NOTIFICATION_OFFAPP needs to be scheduled to send work item notifications to
e-mail recipients. With this e-mail, approvers can either Approve or Reject the work item

The report for sending the approval items offline can be configured for a variety of purposes like
i) Whether Email has to be sent in HTML or plain text and also whether the "Accept" or "Reject" buttons should
be displayed in the email.
ii) Choose the language in which the mail has to be sent.
iii) Whether some document has to be attached in the mail which is sent to the approver.

The screenshot of the report which is used for sending the work items to email recipients is as below


SRM Offline Validation Functionality
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SAP Connect administration will have to be managed by the BASIS Team to allow SAP inbox mailing. So, it will
be necessary to setup incoming e-mail (use inbound processing transaction <SO50>) and schedule the report
RBBP_OFFLINE_EVAL.

Additional Features which can added to the Offline Validation Functionality through the BADI
"BBP_OFFLINE_APP_BADI"

The form BBP_OUT_OFFAPP can be used to prepare data for creation of e-mail.

The BAdI BBP_OFFLINE_APP_BADI allows adapting and extending the SRM standard functionality for offline
approval of workitems via e-mail.

Through this BAdI One can:

i) From the sender report RBBP_NOTIFICATION_OFFAPP if we want to override the selection parameters and
flexibly determine the workitems we can use the
below method
Method: WORKITEMS_SELECT

ii) Determine the e-mail recipient using your own criteria :
Method: RECIPIENTS_GET

iii) Flexibly determine the contents of the e-mail (texts, URLs) :
Method: MAIL_DATA_GET

iv) Generate the e-mail flexibly :
Method: MAIL_CREATE
v) Define an alternative class method to generate the e-mail and/or process the response mail (decision mail)
in the SAPconnect-inbound processing or via the
report RBBP_OFFLINE_EVAL :
Method: DETERMINE_CLASS_NAME

vi) Define the e-mail address of the response mail (return address) :
Method: SMTP_INBOUND_ADDR_GET

vii) Override the selection parameter in the SAPconnect inbound processing of the reply e-mail or from the
processing report RBBP_OFFLINE_EVAL CH_SNDER
(set to "X" as standard) to check whether the sender of the reply e-mail matches the owner of the work
item.
Method: CHK_SENDER_IND_SET

Example Scenario
SRM Offline Validation Functionality
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Create a Shopping cart



The shopping cart will be sent for validation based on the logic defined in the system. An e-mail notification
will be sent to the approver and a sample mail template is shown below.



When an approver e-mail response is sent back to the system. The work item ID, document status, and the
approver decision are evaluated based on the defined class (Exit Name entered in transaction SO50).