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The Group Approval - PPOMA_CRM Org. Model - CHARM SP10

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How to create organizational Model for the CHARM Approval Group in the  Michael Vollmer's Blog of the  New ChaRM Feature with SP 10: Enhanced Approval Procedure Functions  he did not explain how to create Org Model via PPOMA_CRM , therefore I would like to show  this simple process - to create Approval Group Organization!

 

To be able to create an Organizational Model you should first create Organization Model for the Approval Group type Organization.

 

Goto SPRO :

 

2013-11-12_13-51-11.jpg

then choose valid time period for your organization:

 

2013-11-12_13-51-31.jpg

 

in the next screen you should chose name of the approval organization in our Case will be following:

 

2013-11-12_13-53-50.jpg

Approval Organization 1

 

After you created approval organization you should create new postion like is presented in the below picture with the steps how to create :

 

  1. Select current Organization
  2. Create new Assigment/Relationship
  3. Choose “Incorporates Position”

 

2013-11-12_14-01-17.jpg

 

then choose new name in our case Org. Model 1

2013-11-12_14-05-26.jpg

 

your current Org Model is ready to assign the members Holders!

 

Click on the Org. Model 1 and with the right Click (DropDown Menu) go to Assign

 

 

2013-11-12_14-09-48.jpg

 

in the next screen choose Owner / BP

 

2013-11-12_14-11-07.jpg

 

then you will get:

 

2013-11-12_14-13-01.jpg

 

in the above picture you can choose one or more then one ember of your future App. organization. In our case will be 3 BP.

 

2013-11-12_14-15-45.jpg

 

Do not Forget to SAVE before you leave the transaction.

 

 

Hope that helps, if you have comments are find errors, do not hesitate to contact me.


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