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Celonis Product Documentation

SAP Automation Package

Installation of the transport

The automation package will soon also part of the standard RFC module provided. If you want to install the automation package provided on this page only, please follow the same steps as outlined here: installation instructions of SAP Extractor RFC Module.

Purpose

Via the Celonis Agent, Action Flows can execute any remote enabled function module a SAP system provides, be it a standard one or a custom one. However, there is some standard SAP functionality which is by default not remote enabled. With the Celonis Automation Package (/CELONIS/PROCESS_AUTOMATION):

  1. Celonis provides wrapper function modules which remote enable standard SAP functionality

  2. Celonis provides standard roles and composite roles to create the required SAP user roles for your specific purposes.

Content

Technically, there is one file containing to transports, one containing the roles and one the code code. The function modules are structured into subpackages for SD, FI, VN and MM. And also the roles are structured via composite roles. Details to all included roles and function modules can be found below.

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Function Module

Description

Functional Implementation

Individual Role

Composite Role

/CELONIS/CORRESPONDENCE_MARK_R

This action completes an open correspondence

The function module does wrap the standard SAP function module CORRESPONDENCE_MARK_RAGL

/CELONIS/CORRESPONDENCE_MARK_R

/CELONIS/AUTOMATION_FI

/CELONIS/SD_DELIV_CREDIT_RE

This Action releases a Credit Block from a delivery

The function module does wrap the standard SAP function module SD_DELIVERY_CREDIT_RELEASE

/CELONIS/SD_DELIVERY_CREDIT_RE

/CELONIS/AUTOMATION_SD

/CELONIS/SD_ORDER_CREDIT_RELEA

This action releases a Credit Block from a Sales Order

The function module does wrap the standard SAP function module SD_ORDER_CREDIT_RELEASE

In addition to the original function module, it can process multiple entries at one

/CELONIS/SD_ORDER_CREDIT_RELEA

/CELONIS/AUTOMATION_SD

/CELONIS/SD_ORDER_CREDIT_RE_SI

This action releases a Credit Block from a Sales Order

The function module does wrap the standard SAP function module SD_ORDER_CREDIT_RELEASE

/CELONIS/SD_ORDER_CREDIT_RELEA

/CELONIS/AUTOMATION_SD

/CELONIS/VN_MESSAGE_PROCESS

This action processes a existing output and additionally forwarded the created document to several recipients

The function module does wrap the standard SAP functionality of Message Processing with different calls in SAP

/CELONIS/VN_MESSAGE_PROCESS

/CELONIS/AUTOMATION_VN

/CELONIS/VN_MESSAGE_PROCESS_IE

This action processes a existing output and additionally forwarded the created document to several recipients

Same functionality as /CELONIS/VN_MESSAGE_PROCESS but without using Changing parameter (Changing parameters are not compatible to skills)

/CELONIS/VN_MESSAGE_PROCESS

/CELONIS/AUTOMATION_VN

/CELONIS/FI_F32

This action clears debitor using document number

The function module does wrap the SAP transaction F-32

/CELONIS/FI_F32

/CELONIS/AUTOMATION_FI

/CELONIS/FI_F32_R001

This action clears debitor using allocation number and return clearing document

The function module does wrap the SAP transaction F-32

/CELONIS/FI_F32_R001

/CELONIS/AUTOMATION_FI

/CELONIS/FI_F32_R001X

This action clears debitor and updates clearing document using allocation number and returns clearing document number

The function module does wrap the SAP transaction F-32

/CELONIS/FI_F32_R001X

/CELONIS/AUTOMATION_FI

/CELONIS/FI_F32_R002

This action clears debitor using reference number 2 and return clearing document

The function module does wrap the SAP transaction F-32

/CELONIS/FI_F32_R002

/CELONIS/AUTOMATION_FI

/CELONIS/FI_F32_R002X

This action clears debitor and updates clearing document using reference number 2 and returns clearing document number

The function module does wrap the SAP transaction F-32

/CELONIS/FI_F32_R002X

/CELONIS/AUTOMATION_FI

/CELONIS/FI_F32_R003

This action clears debitor (1 or 2 accounts) using allocation number and return clearing document

The function module does wrap the SAP transaction F-32

/CELONIS/FI_F32_R003

/CELONIS/AUTOMATION_FI

/CELONIS/FI_F32_R003X

This action clears debitor (1 or 2 accounts) and updates clearing document using allocation number and returns clearing document number

The function module does wrap the SAP transaction F-32

/CELONIS/FI_F32_R003X

/CELONIS/AUTOMATION_FI

/CELONIS/FI_F32_CLEAR

This action clears debitor using settings of payment preferences (FB00)

The function module does wrap the SAP transaction F-32

/CELONIS/FI_F32_CLEAR

/CELONIS/AUTOMATION_FI

/CELONIS/FI_F32_DIF

This action clears debitor using allocation number and amount difference

The function module does wrap the SAP transaction F-32

/CELONIS/FI_F32_DIF

/CELONIS/AUTOMATION_FI

/CELONIS/FI_F32_DIF2

This action clears debitor using reference number 2 and amount difference

The function module does wrap the SAP transaction F-32

/CELONIS/FI_F32_DIF2

/CELONIS/AUTOMATION_FI

/CELONIS/FI_F32_DIF2X

This action clears debitor using reference number 2 and amount difference and automatic determination of the selection fields in F-32 transaction

The function module does wrap the SAP transaction F-32

/CELONIS/FI_F32_DIF2X

/CELONIS/AUTOMATION_FI

/CELONIS/FI_F32_MAC

This action clears debitor and creditor using reference number2 and amount difference.

The difference will be posted to a-account on the customer.

The function module does wrap the SAP transaction F-32

/CELONIS/FI_F32_MAC

/CELONIS/AUTOMATION_FI

/CELONIS/FI_F32_MAC2

This action clears debitor and creditor using reference number2.

The function module does wrap the SAP transaction F-32

/CELONIS/FI_F32_MAC2

/CELONIS/AUTOMATION_FI

/CELONIS/FI_F32_MAC2X

This action clears debitor and creditor using reference number2 and automatic determitation of the selection fields in F-32 transaction

The function module does wrap the SAP transaction F-32

/CELONIS/FI_F32_MAC2X

/CELONIS/AUTOMATION_FI

/CELONIS/FI_DOCUMENT_CHANGE

Change financial accounting document

The function module does wrap the standard SAP function module FI_DOCUMENT_CHANGE

/CELONIS/FI_DOCUMENT_CHANGE

/CELONIS/AUTOMATION_FI

/CELONIS/FI_DUNBL_CHANGE_DEB

Change debitor dunning block status in the customer master data

The function module does wrap the standard SAP transaction FD02

/CELONIS/FI_DUNBL_CHANGE_DEB

/CELONIS/AUTOMATION_FI

/CELONIS/FI_DUNBL_CHANGE_DOC

Change dunning block inmultiplefinancial accounting documents

The function module does wrap the standard SAP function module FI_DOCUMENT_CHANGE

/CELONIS/FI_DUNBL_CHANGE_DOC

/CELONIS/AUTOMATION_FI

/CELONIS/FI_CREDITLIMIT_CHANGE

Change customer credit limit data

The function module does wrap the standard SAP function module CREDITLIMIT_CHANGE

/CELONIS/FI_CREDITLIMIT_CHANGE

/CELONIS/AUTOMATION_FI

/CELONIS/FI_FB09_R001

Change terms of payment key

The function module does wrap the standard SAP transaction FB09

/CELONIS/FI_FB09_R001

/CELONIS/AUTOMATION_FI

/CELONIS/MRM_ASSIGNMENT

Retrieve invoice item proposal. The SAP proposal helps matching items in more complex cases such as GR Based Invoice approval and service entry sheets.

The function module does wrap the standard SAP function module MRM_ASSIGNMENT

/CELONIS/MRM_ASSIGNMENT

/CELONIS/AUTOMATION_MM

Role

Content

Type

/CELONIS/AUTOMATION_BASIS

This represents the basic role with all the minimum permissions required for performing RFC calls from Action Flows (and Skills). It is included in all other composite roles

Role

/CELONIS/PROCESS_AUTOMATION

This represents the composite roles containing the permissions required for ALL provided functionality within the package

Composite

/CELONIS/AUTOMATION_VN

This represents the composite roles contain the permissions required for all provided functionality within the VN sub-package. For the exact roles and function modules, see above

Composite

/CELONIS/AUTOMATION_FI

This represents the composite roles contain the permissions required for all provided functionality within the FI sub-package. For the exact roles and function modules, see above

Composite

/CELONIS/AUTOMATION_SD

This represents the composite roles contain the permissions required for all provided functionality within the SD sub-package. For the exact roles and function modules, see above

Composite

/CELONIS/AUTOMATION_MM

This represents the composite roles contain the permissions required for all provided functionality within the MM sub-package. For the exact roles and function modules, see above

Composite

Please note that the roles (except for the AUTOMATION_BASIS role) contain the maximum authorization for using the corresponding packages (delivery with *) and the authorization to execute the RFC Function Modules. Please check the authorization with your authorization team and if necessary, please restrict them according to your needs.

Please note that the roles (except for the AUTOMATION_BASIS role) contain the maximum authorization for using the corresponding packages (delivery with *) and the authorization to execute the RFC Function Modules. Please check the authorization with your authorization team and if necessary, please restrict them according to your needs.

IMPORTANT

The role AUTOMATION_BASIS should always be assigned to users which are supposed to be used in connection with Celonis Action Flow capabilities. For further information in that particular role, please see SAP User Role CELONIS/AUTOMATION_BASIS.

The provided transports cover multiple scenarios for role implementation, please select the procedure that covers your use case the best.

  • Composite Role /CELONIS/PROCESS_AUTOMATION:This role includes all composite roles, please select this when you want to activate access to all provided function modules as painless as possible

  • Composite Role /CELONIS/AUTOMATION_FI (SD, MM, VN):Those composite roles contain the function modules that are assigned to the specific SAP module, please select this role if you want to grant limited access on a per SAP module level. We highly recommend to also consider the RFCs mentioned here for the certain modules. When creating a user to be used for a certain module, or when adding RFC permissions to a certain user, please consider these RFCs as well.

  • Individual Roles:Those roles contain the required permissions for individual function modules, please select these roles if you want to grant access on a very detailed level.

ATTENTION

If you want to adjust the roles, it is not recommended to use the provided roles as is, instead derive your own set of roles from our templates and include the required organisational restrictions for your specific use cases. This also prevents the situation on that your customized roles are overwritten when deploying an update package at a later time.

Note

The SAP Automation Transports are currently only available on request.

To request SAP Automation Transports, please create a Support Ticket with the following details:

  • Ticket Type: Service Request

    Product: EMS (EMS)

    Service: Action Flows

    Product Area: SAP

    Subject: Request for SAP Automation Transport

    Description:

    SAP ERP version i.e. SAP ECC6 EHP8 SP10

    SAP Basis version i.e. SAP BASIS 7.50 SP9

    Function module name i.e. /CELONIS/SD_ORDER_CREDIT_RELEA

Release/Patch Notes SAP Automation Package (always also included in the standard RFC module, see here)

Version

Notes

1.0.0

Initial version

1.1.0

Function Module and Roles in the same transport

Missing authorizations added

1.2.0

Extension of SAP USER Role CELONIS/AUTOMATION_BASIS to include RFC permissions for SDIFRUNTIME, SDTX, SRFC, SYSU

1.3.0

Enablement of RFC modules

Adaptions to description texts